UNITED WAY OF CHAVES COUNTY FOUNDATION INC (EIN 850339135) - 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

1985

Legal Domicile

Principal Officer

PAM BOYD

Phone

5756224150

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF CHAVES COUNTY FOUNDATION INC, founded in 1985, is a small nonprofit that reported $121K in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $110K, a strong 90% operating margin.

Mission

TO CREATE, MAINTAIN AND ADMINISTER AN ENDOWMENT FUND FOR THE BENEFIT OF THE UNITED WAY OF CHAVES COUNTY AND ITS AGENCIES TO BE USED FOR CHARITABLE PURPOSES, AND TO PROMOTE GENERALLY THE GROWTH, WELFARE AND MAINTENANCE OF THE UNITED WAY.

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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 $12,500

Program Service Revenue $0

Investment Income $108,798

Other Revenue $76

TOTAL REVENUE $121,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,741

TOTAL EXPENSES $11,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,374	$273,075	-0.6%
Expenses	$11,741	$94,532	-0.9%
Net Income	$109,633	$178,543	-0.4%

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
DOUG AUSTIN	DIRECTOR	N/A	Director	$0	$0	$0
PAM BOYD	PRESIDENT	N/A	Officer Director	$0	$0	$0
TERESA CASAREZ	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
KAREN ROGERS MELTON	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
TIM ORACION	DIRECTOR	N/A	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	$121,374	$11,741	$3,604,332	$109,633
2022	$273,075	$94,532	$3,263,741	$178,543
2021	$192,692	$11,757	$3,531,387	$180,935
2020	$58,478	$98,655	$3,203,273	$-40,177
2019	$1,600,034	$43,533	$3,063,225	$1,556,501
2018	$88,198	$27,229	$1,359,951	$60,969

UNITED WAY OF CHAVES COUNTY FOUNDATION INC