UNITED WAY OF ABILENE INC (EIN 750808772) - Form 990 Financial Analysis & Trantor Score

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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

1956

Legal Domicile

Principal Officer

DR CATHY ASHBY

Phone

3256771841

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF ABILENE INC, founded in 1956, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 42% operating margin.

Mission

UNITED WAY PROMOTES THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERYONE IN WEST CENTRAL TX.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,198,097

Program Service Revenue $0

Investment Income $82,912

Other Revenue $207,812

TOTAL REVENUE $3,488,821

Expense Breakdown

Grants Paid $774,425

Salaries & Benefits $853,458

Fundraising Expenses $297,113

Program Expenses $1,482,607

Other Expenses $400,691

TOTAL EXPENSES $2,028,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,488,821	$3,146,722	+0.1%
Expenses	$2,028,574	$3,363,418	-0.4%
Net Income	$1,460,247	$-216,696	-7.7%

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

1513

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

$216,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX EAGLE	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MELENDEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRANNON BARNES	DIRECTOR	1.00	Director	$0	$0	$0
CHE SAMPLES	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS DUDLEY	DIRECTOR	1.00	Director	$0	$0	$0
CORBY FLANAGAN	STEWARDSHIP REVIEW	1.00	Officer Director	$0	$0	$0
DAYTON BORGER	DIRECTOR	1.00	Director	$0	$0	$0
DILLON COBB	DIRECTOR	1.00	Director	$0	$0	$0
DR HOLLY ARDOIN	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEA BECKHAM	DIRECTOR	1.00	Director	$0	$0	$0
DR NANCY KUCINSKI	DIRECTOR	1.00	Director	$0	$0	$0
ETHAN SHEPHERD	DIRECTOR	1.00	Director	$0	$0	$0
HALEY ROTENBERRY	DIRECTOR	1.00	Director	$0	$0	$0
DR JOE WALDRON	DIRECTOR	1.00	Director	$0	$0	$0
KIRK CANADA	2-1-1 ADVISORY	1.00	Officer Director	$0	$0	$0
JOHN BITTRICK	DIRECTOR	1.00	Director	$0	$0	$0
JULIANN KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
LON BIEBIGHAUSER	PAST CHAIR	1.00	Officer Director	$0	$0	$0
KATIE BROWNING	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN ALLRED	DIRECTOR	1.00	Director	$0	$0	$0
KYLE FELAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNY GOODE	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
LEIGH BLACK	CHAIR	1.00	Officer Director	$0	$0	$0
REED STAFFORD	COMMUNITY INVESTMENT	1.00	Officer Director	$0	$0	$0
SAGE DILLER	TREASURER	1.00	Officer Director	$0	$0	$0
SAM FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
REGI MCABE-GOSSETT	DIRECTOR	1.00	Director	$0	$0	$0
BEN GRANT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN WATTS	SECRETARY	1.00	Officer Director	$0	$0	$0
TERRY HAGLER	DIRECTOR	1.00	Director	$0	$0	$0
TODD WILSON	DIRECTOR	1.00	Director	$0	$0	$0
TRENT POINDEXTER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTAL FAIRIES	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
DR CATHY ASHBY	PRESIDENT & CEO	40.00	Officer	$103,631	$14,261	$117,892
GREG WILSON	CFO	40.00	Officer	$86,621	$12,168	$98,789

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
2024	No data	No data	No data	No data
2023	$3,488,821	$2,028,574	$4,632,923	$1,460,247
2022	$3,146,722	$3,363,418	$4,271,145	$-216,696
2021	$4,224,235	$4,237,531	$4,262,395	$-13,296
2020	$3,692,959	$3,266,963	$4,205,309	$425,996
2019	$3,379,790	$3,050,543	$3,682,118	$329,247
2018	$2,479,326	$2,594,209	$3,092,130	$-114,883

UNITED WAY OF ABILENE INC