UNITED WAY OF NAVARRO COUNTY TEXAS INC (EIN 751018162) - 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

1972

Legal Domicile

Phone

9036413322

Tax Period

2024-09-01 to 2025-08-31

UNITED WAY OF NAVARRO COUNTY TEXAS INC, founded in 1972, is a small nonprofit that reported $419K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

THE UNITED FUND PROVIDES FUNDS TO CHARITABLE ORGANIZATIONS THAT PROVIDE AID TO THE COMMUNITY AND INDIVIDUALS IN NEED.

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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 $343,363

Program Service Revenue $0

Investment Income $0

Other Revenue $75,597

TOTAL REVENUE $418,960

Expense Breakdown

Grants Paid $266,400

Salaries & Benefits $58,782

Fundraising Expenses $0

Program Expenses $440,625

Other Expenses $115,443

TOTAL EXPENSES $440,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$418,960	$458,978	-0.1%
Expenses	$440,625	$344,058	+0.3%
Net Income	$-21,665	$114,920	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI HAYNIE	VICE-PRESIDENT	0.50	Director	$0	$0	$0
COURTNEY MOREHEAD	PRESIDENT	0.50	Director	$0	$0	$0
KEVIN FEGAN	TRUSTEE	0.50	Director	$0	$0	$0
STEPHANIE HOWELL	TRUSTEE	0.50	Director	$0	$0	$0
APRIL POMEROY	BUDGET CHAIR	0.50	Director	$0	$0	$0
JAMIE ROMAN	TRUSTEE	0.50	Director	$0	$0	$0
CODY BEAUCHAMP	SECRETARY	0.50	Director	$0	$0	$0
HAGEN BARLOW	TRUSTEE	0.50	Director	$0	$0	$0
MICHAEL COX	TRUSTEE	0.50	Director	$0	$0	$0
JOHN HEARD	TREASURER	0.50	Director	$0	$0	$0
DEBORAH JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
CARA WILSON	EXEC DIR	40.00	Officer	$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	$418,960	$440,625	$405,758	$-21,665
2024	$458,978	$344,058	$578,546	$114,920
2023	$343,645	$352,704	$478,187	$-9,059
2022	$387,459	$358,510	$511,176	$28,949
2021	$335,993	$370,447	$404,948	$-34,454
2020	$485,325	$488,918	$441,271	$-3,593
2019	$400,127	$555,805	$438,921	$-155,678
2018	$351,452	$350,670	$413,361	$782

UNITED WAY OF NAVARRO COUNTY TEXAS INC