NORTH TEXAS AREA UNITED WAY INC (EIN 750950126) - 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

1924

Legal Domicile

Principal Officer

RICHARD HADDOX

Phone

9403228638

Tax Period

2024-04-01 to 2025-03-31

NORTH TEXAS AREA UNITED WAY INC, founded in 1924, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY

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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 $4,215,189

Program Service Revenue $0

Investment Income $37,726

Other Revenue $18,381

TOTAL REVENUE $4,271,296

Expense Breakdown

Grants Paid $1,785,522

Salaries & Benefits $1,619,092

Fundraising Expenses $66,860

Program Expenses $3,955,873

Other Expenses $977,672

TOTAL EXPENSES $4,382,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,271,296	$4,153,660	+0.0%
Expenses	$4,382,286	$4,061,453	+0.1%
Net Income	$-110,990	$92,207	-2.2%

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

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

$82,008

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE ALEXANDER	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD HADDOX	TREASURER	2.00	Officer Director	$0	$0	$0
AMBER REED	BOARD MEMBER	2.00	Director	$0	$0	$0
BRADEN WOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
LYDIA PELLIKAN	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL REYES	BOARD MEMBER	2.00	Director	$0	$0	$0
GLEZARIE KEEN	BOARD MEMBER	2.00	Director	$0	$0	$0
CINDY LAM	BOARD MEMBER	2.00	Director	$0	$0	$0
KAYLA CROWLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROL MARLAR	EXECUTIVE DIRECTOR	40.00	Officer	$82,008	$0	$82,008

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	$4,271,296	$4,382,286	$2,857,892	$-110,990
2024	$4,153,660	$4,061,453	$2,885,227	$92,207
2023	$3,348,825	$3,444,618	$2,549,726	$-95,793
2022	$3,263,452	$3,298,459	$2,820,966	$-35,007
2021	$3,088,745	$2,988,816	$2,827,654	$99,929
2020	$3,801,711	$2,818,725	$2,402,520	$982,986
2019	$2,899,473	$2,855,060	$1,506,428	$44,413

NORTH TEXAS AREA UNITED WAY INC