UNITED WAY OF LAMAR COUNTY (EIN 750886453) - 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

1986

Principal Officer

KANDACE DAVIDSON

Phone

9037846642

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF LAMAR COUNTY, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $192K, a strong 17% operating margin.

Mission

THE MISSION OF THE UNITED WAY OF LAMAR COUNTY IS TO EFFECTIVELY GENERATE, ORGANIZE AND DISTRIBUTE RESOURCES TO HELP MEET OUR COMMUNITIES' EVOLVING HUMAN NEEDS FOCUSING ON THE AREAS OF EDUCATIONS, INCOME AND 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 $1,084,979

Program Service Revenue $0

Investment Income $31,742

Other Revenue $0

TOTAL REVENUE $1,116,721

Expense Breakdown

Grants Paid $762,272

Salaries & Benefits $89,082

Fundraising Expenses $44,874

Program Expenses $810,430

Other Expenses $73,727

TOTAL EXPENSES $925,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,116,721	$829,148	+0.3%
Expenses	$925,081	$961,299	0.0%
Net Income	$191,640	$-132,151	-2.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA ALLEN	DIRECTOR	N/A	Director	$0	$0	$0
CLINT CHEATWOOD	DIRECTOR	N/A	Director	$0	$0	$0
ANDY COBB	DIRECTOR	N/A	Director	$0	$0	$0
KANDACE DAVIDSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
WILLY DYCK	DIRECTOR	N/A	Director	$0	$0	$0
JASON EXUM	DIRECTOR	N/A	Director	$0	$0	$0
JANICE GIBBONS	DIRECTOR	N/A	Director	$0	$0	$0
MELISSA GORDON	DIRECTOR	N/A	Director	$0	$0	$0
AMANDA GREEN	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
GREG HIGGINS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SHELLEY LANDERS	DIRECTOR	N/A	Director	$0	$0	$0
CARESSHA MILTON	DIRECTOR	N/A	Director	$0	$0	$0
YESICA MUNGUIA	DIRECTOR	N/A	Director	$0	$0	$0
MIHIR PANKAJ	DIRECTOR	N/A	Officer Director	$0	$0	$0
SWATI PRAKASH	DIRECTOR	N/A	Director	$0	$0	$0
LAURIE REDUS	DIRECTOR	N/A	Director	$0	$0	$0
JENNY WILSON	ED/SECRETARY	N/A	Officer 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
2024	$1,116,721	$925,081	$1,240,743	$191,640
2023	$829,148	$961,299	$1,056,673	$-132,151
2022	$1,049,575	$911,904	$1,083,631	$137,671
2021	$864,751	$763,739	$1,037,864	$101,012
2020	$717,441	$630,191	$903,882	$87,250
2019	$686,422	$629,520	$865,583	$56,902

UNITED WAY OF LAMAR COUNTY