UNITED WAY OF YUMA COUNTY INC (EIN 860211326) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

KARINA JONES

Phone

9287830515

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF YUMA COUNTY INC, founded in 1967, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $371K in total revenue in fiscal year 2023.

Mission

GIVE LOCAL INDIVIDUALS THE TOOLS NEEDED TO BREAK THE CYCLE OF POVERTY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $149,592

Program Service Revenue $0

Investment Income $12,335

Other Revenue $208,804

TOTAL REVENUE $370,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,835

Fundraising Expenses $18,122

Program Expenses $313,923

Other Expenses $186,776

TOTAL EXPENSES $369,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,731	$364,066	+0.0%
Expenses	$369,611	$332,668	+0.1%
Net Income	$1,120	$31,398	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$75,589

Total Directors

$75,589

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN SPENCER	BOARD MEMBER	0.50	Director	$0	$0	$0
GLADYS BROWN	CHAIRMAN	0.50	Director	$0	$0	$0
REGINA TWOMEY	BOARD MEMBER	0.50	Director	$0	$0	$0
MEGHAN SCOTT	BOARD MEMBER	0.50	Director	$0	$0	$0
BRANDY WRIGHT	BOARD MEMBER	0.50	Director	$0	$0	$0
RHETT STALLWORTH	VICE CHAIRMAN	0.50	Director	$0	$0	$0
ADRIAN ELDER	BOARD MEMBER	0.50	Director	$0	$0	$0
KENNY NELSON	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN MCCAFFERTY	BOARD MEMBER	0.50	Director	$0	$0	$0
KARINA JONES	PRESIDENT AND CEO	40.00	Officer Director	$75,589	$0	$75,589
VICTOR GUZMAN	BOARD MEMBER	0.50	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	$370,731	$369,611	$354,043	$1,120
2023	$364,066	$332,668	$338,162	$31,398
2022	$360,573	$351,012	$339,525	$9,561
2021	$379,682	$289,716	$331,907	$89,966
2020	$359,204	$301,140	$246,213	$58,064

UNITED WAY OF YUMA COUNTY INC