UNITED WAY OF SMITH COUNTY (EIN 750957331) - 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

1959

Legal Domicile

Principal Officer

JOHN GASTON

Phone

9035816376

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF SMITH COUNTY, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $2.2M left a modest 6% surplus.

Mission

TO SUPPORT LOCAL 501(C)(3) ORGANIZATIONS.

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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 $2,296,585

Program Service Revenue $0

Investment Income $131,355

Other Revenue $-53,286

TOTAL REVENUE $2,374,654

Expense Breakdown

Grants Paid $797,444

Salaries & Benefits $910,877

Fundraising Expenses $411,983

Program Expenses $1,641,211

Other Expenses $529,705

TOTAL EXPENSES $2,238,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,374,654	$2,639,300	-0.1%
Expenses	$2,238,026	$3,167,277	-0.3%
Net Income	$136,628	$-527,977	-1.3%

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

238

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

$105,393

Total Directors

$105,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GASTON	President/CEO	40.00	Officer Director	$105,000	$393	$105,393
STAN ANDERSON	Director	1.00	Director	$0	$0	$0
GAIL EVANS	Director	1.00	Director	$0	$0	$0
DAVID BATES	Director	1.00	Director	$0	$0	$0
TONY ELLIS	Director	1.00	Director	$0	$0	$0
MIKE THOMAS	Director	1.00	Director	$0	$0	$0
DONALD COE	Director	1.00	Director	$0	$0	$0
GREG ADCOCK	Director	1.00	Director	$0	$0	$0
KEITH STARR	Director	1.00	Director	$0	$0	$0
JAMES SHERIDAN	Director	1.00	Director	$0	$0	$0
BARRY BEAMAN	Director	1.00	Director	$0	$0	$0
NATHAN DUNHAM	Director	1.00	Director	$0	$0	$0
JIMMY CLARK	Director	1.00	Director	$0	$0	$0
AMANDA MONK-WORTHINGTON	Director	1.00	Director	$0	$0	$0
CAMERON COOPER	Director	1.00	Director	$0	$0	$0
WARD HUEY	Chairman	1.00	Officer Director	$0	$0	$0
DAVID STEIN	Director	1.00	Director	$0	$0	$0
DENNIS CULLINANE	Director	1.00	Director	$0	$0	$0
ED BROUSSARD III	Director	1.00	Director	$0	$0	$0
DR LANCE GROPPEL	Director	1.00	Director	$0	$0	$0
ESMERALDA DELMAS	Director	1.00	Director	$0	$0	$0
KRIS LISENBY	Director	1.00	Director	$0	$0	$0
JIMMY TOLER	Director	1.00	Director	$0	$0	$0
CLAUDE FIGUEROA	Director	1.00	Director	$0	$0	$0
ERIC ANDERSON	Director	1.00	Director	$0	$0	$0
REV ORENTHIA MASON	Director	1.00	Director	$0	$0	$0
BRODERICK MCGEE	Director	1.00	Director	$0	$0	$0
STEPHANIE OSBORN	Director	1.00	Director	$0	$0	$0
BILL NEWBURN	Director	1.00	Director	$0	$0	$0
BRANDON GREEN	Director	1.00	Director	$0	$0	$0
SHERI RAINS	Director	1.00	Director	$0	$0	$0
GEORGE ROBERTS	Director	1.00	Director	$0	$0	$0
DR THOMAS GUDERJAN	Director	1.00	Director	$0	$0	$0
TOM TRIMBLE	Director	1.00	Director	$0	$0	$0
CARLEEN DARK-BAYS	Treasurer	1.00	Officer Director	$0	$0	$0
JIM TEETER	Director	1.00	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	$2,374,654	$2,238,026	$6,305,387	$136,628
2024	$2,639,300	$3,167,277	$6,297,997	$-527,977
2023	$2,785,533	$2,515,046	$6,841,104	$270,487
2022	$2,636,915	$2,169,978	$6,513,327	$466,937
2021	$2,575,556	$2,088,995	$6,097,332	$486,561
2020	$2,359,793	$2,002,253	$5,971,308	$357,540
2019	$2,252,389	$1,890,808	$5,775,489	$361,581
2018	$2,328,226	$1,947,574	$5,473,925	$380,652

UNITED WAY OF SMITH COUNTY