UNITED WAY OF ODESSA INC (EIN 750838777) - 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

1954

Legal Domicile

Principal Officer

CHRISTINA ESCOBAR

Phone

4323320941

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF ODESSA INC, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 15% operating deficit.

Mission

To conduct a community wide annual campaign used to allocate resources to 15 partner agencies in the following areas Health, Education, and Self-Sufficiency.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,076,988

Program Service Revenue $0

Investment Income $2,908

Other Revenue $0

TOTAL REVENUE $1,079,896

Expense Breakdown

Grants Paid $763,191

Salaries & Benefits $330,317

Fundraising Expenses $132,919

Program Expenses $851,540

Other Expenses $149,480

TOTAL EXPENSES $1,242,988

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,079,896	$1,382,936	-0.2%
Expenses	$1,242,988	$1,290,791	0.0%
Net Income	$-163,092	$92,145	-2.8%

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

150

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

$131,559

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christina Escobar	Executive Director	040.00	Officer	$75,667	$11,233	$86,900
Yesenia Rodriguez	Finance Manager	040.00	Officer	$43,030	$1,629	$44,659
Stephanie Cavazos	President	002.00	Officer Director	$0	$0	$0
Jason Osborne	Past President	002.00	Officer Director	$0	$0	$0
Crystale Castillo	President Elect	002.00	Officer Director	$0	$0	$0
David Sanchez	Director/Campaign Chair	002.00	Officer Director	$0	$0	$0
Stephanie Latimer	Director/Community Impact Advisor	002.00	Officer Director	$0	$0	$0
Jonathan Brisco	Community Impact Chair	002.00	Officer Director	$0	$0	$0
Jessica Zuniga	Secretary	002.00	Officer Director	$0	$0	$0
Julia Tarin	Treasurer	002.00	Officer Director	$0	$0	$0
Michael Adkins	Director	001.00	Director	$0	$0	$0
Albert Anchondo	Director	001.00	Director	$0	$0	$0
Staci Ashley	Director	001.00	Director	$0	$0	$0
Ethan Baeza	Director	001.00	Director	$0	$0	$0
Bernadette Barragan	Director	001.00	Director	$0	$0	$0
Tim Brower	Director	001.00	Director	$0	$0	$0
Guadalupe Castaneda	Director	001.00	Director	$0	$0	$0
Cruz Castillo III	Director	001.00	Director	$0	$0	$0
Carol Cates	Director	001.00	Director	$0	$0	$0
Kristi Clemmer	Director	001.00	Director	$0	$0	$0
Miranda Crow	Director	001.00	Director	$0	$0	$0
Sheriff Mike Griffis	Director	001.00	Director	$0	$0	$0
Carla Hartwig	Director	001.00	Director	$0	$0	$0
Chris Jerez	Director	001.00	Director	$0	$0	$0
Barbara Johnson	Director	001.00	Director	$0	$0	$0
Steve LeSueur	Director	001.00	Director	$0	$0	$0
Milka Montes	Director	001.00	Director	$0	$0	$0
Elma Reyes	Director	001.00	Director	$0	$0	$0
Dr Carol Traut	Director	001.00	Director	$0	$0	$0
Kellie Wilks	Director	001.00	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,079,896	$1,242,988	$1,840,628	$-163,092
2023	$1,099,507	$1,253,546	$1,765,164	$-154,039
2022	$1,382,936	$1,290,791	$1,953,125	$92,145
2021	$1,058,575	$1,473,439	$1,923,897	$-414,864
2020	$1,707,916	$1,588,969	$2,218,962	$118,947
2019	$1,619,427	$1,601,044	$2,049,788	$18,383
2018	$1,791,512	$1,530,922	$1,980,769	$260,590

UNITED WAY OF ODESSA INC