UNITED WAY OF CHAVES COUNTY (EIN 850131322) - 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

1957

Legal Domicile

Principal Officer

RITA CAMACHO

Phone

5756224150

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF CHAVES COUNTY, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $141K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $326K exceeded revenue, resulting in a 131% operating deficit.

Mission

ANNUAL FUNDRAISING CAMPAIGN TO GENERATE CONTRIBUTIONS TO ALLOCATE AMONG LOCAL HUMAN SERVICE ORGANIZATIONS WITHIN CHAVES COUNTY. APPROXIMATELY 12,000 UNDUPLICATED INDIVIDUALS ARE SERVED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $70,909

Program Service Revenue $61,304

Investment Income $8,984

Other Revenue $0

TOTAL REVENUE $141,197

Expense Breakdown

Grants Paid $171,638

Salaries & Benefits $62,480

Fundraising Expenses $41,924

Program Expenses $196,665

Other Expenses $92,161

TOTAL EXPENSES $326,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,197	$378,100	-0.6%
Expenses	$326,279	$392,420	-0.2%
Net Income	$-185,082	$-14,320	+11.9%

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

$57,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG AUSTIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STACIE SEXE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNA MARIA MATTEUCCI	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN ROGERS MELTON	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN GRIFFO	PAST PRESIDENT	1.00	Director	$0	$0	$0
NICOLE AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
PAM BOYD	DIRECTOR	1.00	Director	$0	$0	$0
MARTY GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
CLARISSA GONZALEZ-ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
DR ORLANDO GRIEGO	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE LINTHICUM	DIRECTOR	1.00	Director	$0	$0	$0
CINDY LUCERO	DIRECTOR	1.00	Director	$0	$0	$0
MARCOS NAVA	DIRECTOR	1.00	Director	$0	$0	$0
DR SHAWN POWELL	DIRECTOR	1.00	Director	$0	$0	$0
DESIREE ROGERS RATTAN	DIRECTOR	1.00	Director	$0	$0	$0
ADAM ROE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
LAURA WEATHERS	EXECUTIVE DIRECTOR	40.00	Officer	$57,644	$0	$57,644

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	$141,197	$326,279	$434,869	$-185,082
2023	$378,100	$392,420	$616,709	$-14,320
2022	$403,925	$575,887	$653,296	$-171,962
2021	$349,597	$406,634	$822,307	$-57,037
2020	$329,582	$311,892	$851,316	$17,690
2019	$276,502	$357,051	$1,057,242	$-80,549

UNITED WAY OF CHAVES COUNTY