LUBBOCK AREA UNITED WAY INC (EIN 750961812) - 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

1946

Legal Domicile

Principal Officer

AMANDA MCAFEE

Phone

8067472711

Tax Period

2023-01-01 to 2023-12-31

LUBBOCK AREA UNITED WAY INC, founded in 1946, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.6M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $5.2M left a modest 6% surplus.

Mission

GIVING PEOPLE HOPE. WORKING TO ADDRESS THE ROOT ISSUES OF THE SIGNIFICANT CHALLENGES FACING OUR SOUTH PLAINS COMMUNITIES TO CREATE LASTING, POSITIVE CHANGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,510,252

Program Service Revenue $0

Investment Income $64,394

Other Revenue $-22,672

TOTAL REVENUE $5,551,974

Expense Breakdown

Grants Paid $4,057,946

Salaries & Benefits $805,904

Fundraising Expenses $407,955

Program Expenses $4,149,339

Other Expenses $367,601

TOTAL EXPENSES $5,231,451

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,551,974	$6,583,941	-0.2%
Expenses	$5,231,451	$5,231,708	0.0%
Net Income	$320,523	$1,352,233	-0.8%

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

1674

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

$373,754

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY PALMER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DR KATHY ROLLO	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS BOUTWELL	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN ZWIACHER	CAMPAIGN CHAIR	1.00	Director	$0	$0	$0
AMY PUNCHARD	MARKETING COMMUNICATIONS CHAIR	0.50	Director	$0	$0	$0
BRAD BURGESS	ENDOWMENT CHAIR	0.50	Director	$0	$0	$0
JON MARK BERNAL	COMMUNITY IMPACT CHAIR	2.00	Director	$0	$0	$0
REGGIE DIAL	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHLEEN BURRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT ERNST	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA VINSON	BOARD MEMBER	8.00	Director	$0	$0	$0
JARRETT ATKINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY GARZA	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE HARVILL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN IRLBECK	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS JAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE MANDRELL	BOARD MEMBER	2.00	Director	$0	$0	$0
AJ MARTINEZ	BOARD MEMBER	5.00	Director	$0	$0	$0
KEVIN MCCONIC	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTIN MURRAY	BOARD MEMBER	0.25	Director	$0	$0	$0
CHRIS RAMIREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNA ROACH 123-423	BOARD MEMBER	0.30	Director	$0	$0	$0
RICK RODRIGUEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
BILL STUBBLEFIELD	BOARD MEMBER	4.00	Director	$0	$0	$0
DR NANCY TREVINO	BOARD MEMBER	2.00	Director	$0	$0	$0
PHILLIP WALDMANN	BOARD MEMBER	0.30	Director	$0	$0	$0
LLOYD WHETZEL	BOARD MEMBER	2.00	Director	$0	$0	$0
CHAD GRANT	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY DIAZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA PARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH PATRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY TUBB	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA MCAFEE	PRESIDENT/CEO (8/23-12/23)	40.00	Officer	$88,239	$13,631	$101,870
GLENN COCHRAN	PRESIDENT/CEO (1/23-8/23)	40.00	Officer	$114,365	$10,306	$124,671
ALPHA JENNINGS	VP/FINANCE (10/23-12/23)	40.00	Officer	$59,712	$11,634	$71,346
CHRISTOPHER HOOK	VP/FINANCE (1/23-10/23)	40.00	Officer	$66,773	$9,094	$75,867

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	No data	No data	No data	No data
2023	$5,551,974	$5,231,451	$14,738,598	$320,523
2022	$6,583,941	$5,231,708	$13,704,828	$1,352,233
2021	$5,587,125	$5,271,156	$12,407,025	$315,969
2020	$5,231,394	$5,164,673	$12,227,817	$66,721
2019	$5,447,463	$5,335,679	$12,059,870	$111,784
2018	$5,711,250	$5,529,523	$11,845,221	$181,727

LUBBOCK AREA UNITED WAY INC