Wilbarger County United Fund (EIN 751426797) - 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

1976

Legal Domicile

Principal Officer

Amber Marsh

Phone

9405525444

Tax Period

2021-01-01 to 2021-12-31

Wilbarger County United Fund, founded in 1976, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2021. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16K, a strong 73% operating margin.

Mission

Fundraising for distribution of funds to 501(c)(3) agencies.

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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 (2021)

Revenue Breakdown

Contributions & Grants $21,676

Program Service Revenue $0

Investment Income $28

Other Revenue $0

TOTAL REVENUE $21,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,937

Other Expenses $5,781

TOTAL EXPENSES $5,781

Year-over-Year Comparison

	2021	2020	Change
Revenue	$21,704	$84,491	-0.7%
Expenses	$5,781	$109,337	-0.9%
Net Income	$15,923	$-24,846	-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

N/A

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
Dorothy Martinez	President	1.00	Officer Director	$0	$0	$0
Sabre Sharp	Vice President	1.00	Officer Director	$0	$0	$0
Amber Marsh	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Sarah Hernandez	Director	1.00	Director	$0	$0	$0
Amanda Martinez	Director	1.00	Director	$0	$0	$0
Cynthia Escobedo	Director	1.00	Director	$0	$0	$0
Mamie McArthur	Honorary Director	1.00	Director	$0	$0	$0
Cassi Padilla	Honorary Director	1.00	Director	$0	$0	$0
Donita Cato	Honorary Director	1.00	Director	$0	$0	$0
Nancy Ritchey	Honorary Director	1.00	Director	$0	$0	$0
Jerry Lou Schmoker	Honorary Director	1.00	Director	$0	$0	$0
Gayle Boyd	Honorary Director	1.00	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
2021	$21,704	$5,781	$25,792	$15,923
2020	$84,491	$109,337	$94,261	$-24,846
2019	$96,172	$96,605	$128,510	$-433
2018	$148,852	$139,646	$165,975	$9,206

Wilbarger County United Fund