UNITED WAY OF MIDLAND INC (EIN 750945926) - 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

1955

Legal Domicile

Principal Officer

MORRIS WILLIAMS

Phone

4326857700

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF MIDLAND INC, founded in 1955, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. Net assets of $8.8M represent 51 months of operating reserves.

Mission

TO IMPROVE THE QUALITY OF LIFE IN MIDLAND BY UNITING COMMUNITY RESOURCES WITH IDENTIFIED NEEDS.

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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 $1,663,395

Program Service Revenue $0

Investment Income $321,047

Other Revenue $86,973

TOTAL REVENUE $2,071,415

Expense Breakdown

Grants Paid $953,440

Salaries & Benefits $791,414

Fundraising Expenses $433,447

Program Expenses $1,420,873

Other Expenses $374,725

TOTAL EXPENSES $2,119,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,071,415	$1,115,420	+0.9%
Expenses	$2,119,579	$1,208,590	+0.8%
Net Income	$-48,164	$-93,170	-0.5%

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

193

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

$241,830

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KIT BREDIMUS	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA DAY	DIRECTOR	2.00	Director	$0	$0	$0
SOELI ERAZO	DIRECTOR	2.00	Director	$0	$0	$0
DR STEPHANIE HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
SARAH JUDGE	DIRECTOR	2.00	Director	$0	$0	$0
DR DAMON KENNEDY	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE SCHWARTZ	DIRECTOR	2.00	Director	$0	$0	$0
EMILY HOLEVA	PRESIDENT	2.00	Officer Director	$0	$0	$0
MALCOLM KINTZING	TREASURER	2.00	Officer Director	$0	$0	$0
GRETCHEN BAKKE	COMMUNITY ENGAGEMENT CHAIR	2.00	Officer Director	$0	$0	$0
KARMEN BRYANT	DONOR RELATIONS CHAIR	2.00	Officer Director	$0	$0	$0
MORRIS WILLIAMS	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
ADRIAN CARRASCO	PAST BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
KARI HENNAGIN	EXECUTIVE DIRECTOR	40.00	Officer	$123,701	$21,228	$144,929
CRYSTAL TARANGO	FINANCE DIRECTOR	40.00	Officer	$83,368	$13,533	$96,901

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	$2,071,415	$2,119,579	$9,586,294	$-48,164
2024	$1,115,420	$1,208,590	$9,298,961	$-93,170
2023	$2,343,122	$2,123,180	$9,019,124	$219,942
2022	$1,586,165	$1,773,716	$8,323,127	$-187,551
2021	$2,432,604	$2,365,806	$10,242,338	$66,798
2020	$1,811,421	$1,986,116	$9,631,554	$-174,695
2019	$2,736,398	$2,327,346	$10,037,699	$409,052
2018	$3,373,719	$2,875,877	$9,625,267	$497,842

UNITED WAY OF MIDLAND INC