UNITED WAY OF JOHNSON COUNTY INC (EIN 751101239) - 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

1981

Legal Domicile

Principal Officer

RODERICK SMITH

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF JOHNSON COUNTY INC, founded in 1981, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. Expenses of $285K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ORGANIZATION PROVIDES FUNDING TO VARIOUS NOT-FOR-PROFIT ORGANIZATIONS WHICH ASSIST WITH THE HEALTH AND WELFARE NEEDS OF THE CITIZENS OF JOHNSON COUNTY, TX.

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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 $217,471

Program Service Revenue $0

Investment Income $9,891

Other Revenue $30,531

TOTAL REVENUE $257,893

Expense Breakdown

Grants Paid $133,773

Salaries & Benefits $66,467

Fundraising Expenses $6,830

Program Expenses $207,598

Other Expenses $84,776

TOTAL EXPENSES $285,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,893	$125,687	+1.1%
Expenses	$285,016	$244,215	+0.2%
Net Income	$-27,123	$-118,528	-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

N/A

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

$42,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODERICK SMITH	EXEC DIR	40.00	Officer	$42,308	$0	$42,308
BOBBY LACKEY	BOARD MEMBER	0.00	Director	$0	$0	$0
ROSITA JENKINS	BOARD MEMBER	0.00	Director	$0	$0	$0
MATTHEW MCCLEARY	BOARD MEMBER	0.00	Director	$0	$0	$0
FATIMA BASSLER	BOARD MEMBER	0.00	Director	$0	$0	$0
CYNTHIA RIVERA	BOARD MEMBER	0.00	Director	$0	$0	$0
TOLIN NAVARRETE	BOARD MEMBER	0.00	Director	$0	$0	$0
SHAWNA STORY	VP	0.00	Officer Director	$0	$0	$0
JAY MINMIER	TREASSEC	0.00	Officer Director	$0	$0	$0
ART GARDEA	EX-OFFICIO	0.00	Officer Director	$0	$0	$0
MONICA FARAM	PRES	0.00	Officer 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
2024	No data	No data	No data	No data
2023	$257,893	$285,016	$341,301	$-27,123
2022	$125,687	$244,215	$365,842	$-118,528
2021	$292,002	$305,122	$483,620	$-13,120
2020	$361,748	$450,032	$500,065	$-88,284
2019	$532,066	$340,878	$586,144	$191,188
2018	$295,409	$335,218	$394,380	$-39,809

UNITED WAY OF JOHNSON COUNTY INC