UNITED WAY OF CALHOUN COUNTY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

WENDY CABRERA

Phone

3615523630

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF CALHOUN COUNTY, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $459K in total revenue in fiscal year 2024. Expenses of $427K left a modest 7% surplus.

Mission

THE MISSION OF THE UNITED WAY OF CALHOUN COUNTY IS TO HELP INCREASE THE ORGANIZED CAPACITY OF PEOPLE IN CALHOUN COUNTY TO CARE FOR ONE ANOTHER.

Program Service Accomplishments

Program 1

Expenses: $372,464

PROVIDED FUNDING TO PARTNER AGENCIES BASED ON UNITED WAY'S PRIORITIES OF HEALTH, EDUCATION, AND INCOME FOCUSING ON (1) HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL, (2) PROMOTING FINANCIAL...

PROVIDED FUNDING TO PARTNER AGENCIES BASED ON UNITED WAY'S PRIORITIES OF HEALTH, EDUCATION, AND INCOME FOCUSING ON (1) HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL, (2) PROMOTING FINANCIAL STABILITY AMONG WORKING FAMILIES, AND (3) IMPROVING YOUTH AND ADULT HEALTH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $454,193

Program Service Revenue $0

Investment Income $2,892

Other Revenue $1,963

TOTAL REVENUE $459,048

Expense Breakdown

Grants Paid $334,885

Salaries & Benefits $59,331

Fundraising Expenses $18,770

Program Expenses $372,464

Other Expenses $32,756

TOTAL EXPENSES $426,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$459,048	$429,708	+0.1%
Expenses	$426,972	$419,082	+0.0%
Net Income	$32,076	$10,626	+2.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

355

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$54,369

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY CABRERA	EXECUTIVE DI	40.00	Officer	$54,369	$0	$54,369
LISA LEDWIK	PRESIDENT	1.50	Officer Director	$0	$0	$0
AARON CORBELL	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
LAURA KING	TREASURER	2.25	Officer Director	$0	$0	$0
JOHNNY TODD	SECRETARY &	1.50	Officer Director	$0	$0	$0
RUBEN CASTILLO	DIRECTOR	1.50	Director	$0	$0	$0
LINDA CARUTHERS	DIRECTOR	0.50	Director	$0	$0	$0
BETTY BIRDWELL	DIRECTOR	0.50	Director	$0	$0	$0
KAREN LYSSY	DIRECTOR	0.50	Director	$0	$0	$0
AMY BLANCHETT	DIRECTOR	0.50	Director	$0	$0	$0
MARINA CRABTREE	CURRENT PRES	1.50	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$459,048	$426,972	$872,660	$32,076
2024	$429,708	$419,082	$840,241	$10,626
2023	$423,044	$404,034	$779,825	$19,010
2022	$449,360	$452,617	$730,446	$-3,257
2021	$378,168	$235,856	$616,093	$142,312
2020	$415,391	$379,298	$596,874	$36,093
2019	$360,375	$415,589	$567,885	$-55,214