UNITED WAY OF EAST-CENTRAL TEXAS (EIN 751298545) - 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

1968

Legal Domicile

Principal Officer

HEATHER E CHANCELLOR

Phone

9037278798

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF EAST-CENTRAL TEXAS, founded in 1968, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $46K left a modest 11% surplus.

Mission

TO SUPPORT LOCAL UNITED WAY AGENCIES TO PROVIDE NEEDED SERVICES TO COMMUNITY MEMBERS.

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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 $65,148

Program Service Revenue $0

Investment Income $31

Other Revenue $-13,899

TOTAL REVENUE $51,280

Expense Breakdown

Grants Paid $22,775

Salaries & Benefits $12,294

Fundraising Expenses $1,431

Program Expenses $34,220

Other Expenses $10,798

TOTAL EXPENSES $45,867

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,280	$68,135	-0.2%
Expenses	$45,867	$85,873	-0.5%
Net Income	$5,413	$-17,738	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MENDI CHAMBERS	TREASURER	001.00	Officer Director	$0	$0	$0
RHONDA HERRINGTON	BOARD DIRECTOR	000.50	Director	$0	$0	$0
LEEANN MARTINI	BOARD DIRECTOR	000.50	Director	$0	$0	$0
BILL KIMLA	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
MIREYA FERRETIZ	BOARD DIRECTOR	000.50	Director	$0	$0	$0
MELISSA MCGLAUN	SECRETARY	001.00	Officer Director	$0	$0	$0
STUART WHITAKER	PRESIDENT	001.00	Officer Director	$0	$0	$0
CAEDEE MINTER	BOARD DIRECTOR	000.50	Director	$0	$0	$0
HEATHER CHANCELLOR	EXECUTIVE DIRECTOR	040.00	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
2024	No data	No data	No data	No data
2023	$51,280	$45,867	$61,415	$5,413
2022	$68,135	$85,873	$61,697	$-17,738
2021	$78,484	$71,587	$77,317	$6,897
2020	$94,376	$107,296	$85,171	$-12,920
2019	$85,200	$103,201	$90,261	$-18,001
2018	$110,779	$152,409	$117,009	$-41,630

UNITED WAY OF EAST-CENTRAL TEXAS