UNITED WAYS OF ALABAMA (EIN 753165175) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

BECKY BOOKER

Phone

3342694505

Tax Period

2023-01-01 to 2023-12-31

UNITED WAYS OF ALABAMA, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $658K in total revenue in fiscal year 2018. The organization ran a surplus of $269K, a strong 41% operating margin.

Mission

THE MISSION OF THE UNITED WAYS OF ALABAMA IS TO ADVANCE THE INTERESTS OF THE PROGRAMS OF ITS MEMBER ORGANIZATIONS BY PROVIDING A VEHICLE FOR COMMON EFFORT. THIS EFFORT MAY TAKE THE FORM OF DISCUSSIONS, STUDIES, RECOMMENDATIONS OR ACTIONS IN PROBLEMS OF MUTUAL INTEREST.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,923,573

Program Service Revenue $1,234,609

Investment Income $46,404

Other Revenue $43,758

TOTAL REVENUE $3,248,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $274,642

Fundraising Expenses $0

Program Expenses $3,087,573

Other Expenses $2,845,368

TOTAL EXPENSES $3,120,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,248,344	$3,495,166	-0.1%
Expenses	$3,120,010	$3,435,205	-0.1%
Net Income	$128,334	$59,961	+1.1%

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

$108,786

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF COTHRAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNON JENKINS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CARRIE THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER MCNULTY	TREASURER	1.00	Officer Director	$0	$0	$0
MARINA SIMPSON	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
BECKY BOOKER	EXECUTIVE DI	40.00	Officer	$91,500	$17,286	$108,786
COURTNEY LAYFIELD	MEMBER	1.00	Director	$0	$0	$0
KAYE MCFARLEN	MEMBER	1.00	Director	$0	$0	$0
TIPI MILLER	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE CHILDERS	MEMBER	1.00	Director	$0	$0	$0
KATHLEEN ROSS	MEMBER	1.00	Director	$0	$0	$0
WALTER HILL	MEMBER	1.00	Director	$0	$0	$0
MOLLI GIPSON	MEMBER	1.00	Director	$0	$0	$0
DANIEL KASAMBIRA	MEMBER	1.00	Director	$0	$0	$0
KATHY THRASHER	MEMBER	1.00	Director	$0	$0	$0
JUSTINE BIXLER	MEMBER	1.00	Director	$0	$0	$0
RICKY POWELL	MEMBER	1.00	Director	$0	$0	$0
JANNAH BAILEY	MEMBER	1.00	Director	$0	$0	$0
AMY PEOPLES	MEMBER	1.00	Director	$0	$0	$0
JACKIE WUSKA	MEMBER	1.00	Director	$0	$0	$0
VALERIE BURRAGE	MEMBER	1.00	Director	$0	$0	$0
BEN MOSER	MEMBER	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
2024	No data	No data	No data	No data
2023	$3,248,344	$3,120,010	$2,974,809	$128,334
2022	$3,495,166	$3,435,205	$2,815,599	$59,961
2021	$1,625,594	$1,744,575	$2,675,347	$-118,981
2020	$1,632,034	$1,401,851	$2,494,844	$230,183
2019	$1,212,113	$632,711	$2,149,969	$579,402
2018	$658,463	$389,602	$1,553,036	$268,861

UNITED WAYS OF ALABAMA