NACOGDOCHES COUNTY UNITED WAY (EIN 751299909) - 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

1950

Legal Domicile

Principal Officer

CAROLINE E GARNER

Phone

9365645869

Tax Period

2023-01-01 to 2023-12-31

NACOGDOCHES COUNTY UNITED WAY, founded in 1950, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $366K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

ALLOCATIONS OF DONATIONS TO NON-PROFIT 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 (2023)

Revenue Breakdown

Contributions & Grants $353,251

Program Service Revenue $0

Investment Income $244

Other Revenue $12,208

TOTAL REVENUE $365,703

Expense Breakdown

Grants Paid $213,470

Salaries & Benefits $59,076

Fundraising Expenses $18,503

Program Expenses $282,224

Other Expenses $86,724

TOTAL EXPENSES $359,270

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,703	$411,829	-0.1%
Expenses	$359,270	$421,854	-0.1%
Net Income	$6,433	$-10,025	-1.6%

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

$48,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY AUGUSTINE	TURKEY TROT	1.00	Officer Director	$0	$0	$0
DUSTIN BEAVERS	BOARD MEMBER	1.00	Director	$0	$0	$0
VERONICA BEAVERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY BISPING	PAST CHAIR	1.00	Officer Director	$0	$0	$0
WENDY BUCHANAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID CARRIZALES	NAUW BOARD C	1.00	Officer Director	$0	$0	$0
TRAVIS COTTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATY CRAWFORD	SECRETARY	1.00	Officer Director	$0	$0	$0
JIMMY DAY	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY DICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL DIETRICH	DAY OF CARIN	1.00	Officer Director	$0	$0	$0
NIKKI EVANS-WALLACE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN FLEMING	BOARD MEMBER	1.00	Director	$0	$0	$0
BONITA HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
LES LINEBARGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MAURY LITTLETON	PARADE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES MCELHANEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MORGAN NASH	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY NICHOLS	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGG NICHOLS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMMERENTE OLIPHANT	COMMUNITY IM	1.00	Officer Director	$0	$0	$0
JEFF PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT RASBERRY	CAMPAIGN CHA	1.00	Officer Director	$0	$0	$0
KINNIE REINA	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY SHINN	SPECIAL EVEN	1.00	Officer Director	$0	$0	$0
RICHARD SHADE	DO DAT CHAIR	1.00	Officer Director	$0	$0	$0
NATALIE THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE WEAVER	TRESURER	1.00	Officer Director	$0	$0	$0
CAROLINE E GARNER	PRESIDENT/CE	40.00	Officer	$48,000	$0	$48,000

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	$365,703	$359,270	$416,849	$6,433
2022	$411,829	$421,854	$402,561	$-10,025
2021	$367,764	$389,638	$425,465	$-21,874
2020	$425,234	$376,803	$402,673	$48,431
2019	$387,077	$387,958	$375,274	$-881
2019	$402,501	$350,441	$398,314	$52,060
2018	$364,412	$344,406	$350,903	$20,006

NACOGDOCHES COUNTY UNITED WAY