UNITED WAY OF KAUFMAN COUNTY (EIN 752420233) - 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

1992

Legal Domicile

Principal Officer

KALENA CROSSLEY

Tax Period

2023-04-01 to 2024-03-31

UNITED WAY OF KAUFMAN COUNTY, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $108K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $121K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE UNITED WAY OF KAUFMAN COUNTY FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN EVERY COMMUNITY WITHIN KAUFMAN COUNTY. TO LIVE BETTER, WE MUST LIVE UNITED!

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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 $97,037

Program Service Revenue $0

Investment Income $2,162

Other Revenue $8,520

TOTAL REVENUE $107,719

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $62,663

Fundraising Expenses $47,750

Program Expenses $49,603

Other Expenses $47,873

TOTAL EXPENSES $120,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,719	$140,870	-0.2%
Expenses	$120,536	$212,309	-0.4%
Net Income	$-12,817	$-71,439	-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

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

$51,551

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBRA HELM	EXE DIRECTOR	40.00	Officer	$43,218	$0	$43,218
RHEANNE R ARCHER	EXE DIRECTOR	40.00	Officer	$8,333	$0	$8,333
DERRELL COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JACK BEAVERS	DIRECTOR	1.00	Director	$0	$0	$0
ALAN LOCKE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES WHITAKER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT QUINN	DIRECTOR	1.00	Director	$0	$0	$0
THOM MARTIN JR	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA SIMPSON	VICE CHAIR	3.00	Officer Director	$0	$0	$0
KALENA CROSSLEY	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
BETH HOOD	TREASURER	3.00	Officer Director	$0	$0	$0
JESSICA BETHURUM	SECRETARY	3.00	Officer Director	$0	$0	$0
ANDREW BERENDZEN	TREASURER	3.00	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
2025	No data	No data	No data	No data
2024	$107,719	$120,536	$166,605	$-12,817
2023	$140,870	$212,309	$238,476	$-71,439
2022	$165,642	$77,145	$252,570	$88,497
2021	$152,774	$170,601	$236,105	$-17,827
2020	$139,453	$172,455	$223,633	$-33,002
2019	$150,709	$195,367	$259,411	$-44,658
2018	$144,404	$149,637	$302,417	$-5,233

UNITED WAY OF KAUFMAN COUNTY