FORNEY AREA UNITED WAY (EIN 751742830) - 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

2002

Tax Period

2019-08-01 to 2020-07-31

FORNEY AREA UNITED WAY, founded in 2002, is a small nonprofit that reported $109K in total revenue in fiscal year 2019. The organization ran a surplus of $52K, a strong 47% operating margin.

Mission

Forney Area United Way's primary exempt purpose is to solicit and distribute funds to benefit various non-profit organizations in Forney, Texas and the surrounding area.

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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 (2019)

Revenue Breakdown

Contributions & Grants $107,352

Program Service Revenue $0

Investment Income $1,996

Other Revenue $0

TOTAL REVENUE $109,348

Expense Breakdown

Grants Paid $53,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,000

Other Expenses $4,794

TOTAL EXPENSES $57,794

Year-over-Year Comparison

	2019	2018	Change
Revenue	$109,348	N/A	N/A
Expenses	$57,794	N/A	N/A
Net Income	$51,554	N/A	N/A

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
MEL YORK	Director	1.00	Director	$0	$0	$0
MIKE THOMAS	Director	1.00	Director	$0	$0	$0
DAVID HOLLER	Director	1.00	Director	$0	$0	$0
ROGER JONES	Director	1.00	Director	$0	$0	$0
JAMES HATLEY	Vice President	1.00	Officer	$0	$0	$0
ALAN THOMPSON	Secretary	1.00	Officer	$0	$0	$0
DARRELL GROOMS	President	1.00	Officer	$0	$0	$0
MISTY HOLLER	Treasurer	1.00	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
2020	$109,348	$57,794	$178,370	$51,554

FORNEY AREA UNITED WAY