UNITED WAY DIXIE INC (EIN 870637720) - 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

1995

Principal Officer

MICHAEL DUNN

Phone

4356745939

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY DIXIE INC, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2022. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $84K exceeded revenue, resulting in a 47% operating deficit.

Mission

BRING THE COMMUNITY TOGETHER TO FOCUS ON THE MOST IMPORTANT NEEDS IN THE COMMUNITY--BUILDING PARTNERSHIPS, FORGING CONSENSUS AND LEVERAGING RESOURCES TO MAKE A MEASURABLE DIFFERENCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $57,110

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $57,110

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $19,228

Fundraising Expenses $7,716

Program Expenses $68,170

Other Expenses $9,702

TOTAL EXPENSES $83,930

Year-over-Year Comparison

	2022	2021	Change
Revenue	$57,110	$93,862	-0.4%
Expenses	$83,930	$84,735	0.0%
Net Income	$-26,820	$9,127	-3.9%

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

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

$17,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBEKAH PECTOL	EXECUTIVE DI	20.00	Officer	$17,500	$0	$17,500
JASON CROWELY	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL DUNN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVE HAWKS	BOARD MEMBER	1.00		$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
2023	$57,110	$83,930	$175,099	$-26,820
2022	$93,862	$84,735	$209,419	$9,127
2021	$144,540	$42,689	$207,792	$101,851
2020	$163,096	$192,685	$116,959	$-29,589
2019	$290,552	$302,740	$352,045	$-12,188
2018	$305,257	$358,152	$296,266	$-52,895

UNITED WAY DIXIE INC