UNITED WAY OF JACKSON COUNTY INC (EIN 930576632) - 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

1969

Legal Domicile

Principal Officer

DEE ANNE EVERSON

Phone

5417735339

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF JACKSON COUNTY INC, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Expenses of $2.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

MOBILIZING CARING TO AFFECT CHANGE.

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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 $1,947,083

Program Service Revenue $0

Investment Income $94,077

Other Revenue $0

TOTAL REVENUE $2,041,160

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $854,298

Fundraising Expenses $225,183

Program Expenses $1,815,510

Other Expenses $1,161,677

TOTAL EXPENSES $2,265,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,041,160	$2,051,732	0.0%
Expenses	$2,265,975	$2,089,158	+0.1%
Net Income	$-224,815	$-37,426	+5.0%

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

1500

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

$274,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEE ANNE EVERSON	CEO/EXECUTIVE DIRECTOR	40.00	Officer	$172,462	$14,479	$186,941
ANNA BARNSLEY WERBLOW	CFO	40.00	Officer	$85,324	$2,560	$87,884
BECKY SNYDER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR BRET CHAMPION	FIRST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA MURREY	SECOND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JASON LUKASZEWICZ	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS DUBOSE	SECRETARY	2.00	Officer Director	$0	$0	$0
ERICK ACOSTA	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA BEEKS	DIRECTOR	2.00	Director	$0	$0	$0
AMY BELKIN	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA BLESSE	DIRECTOR	2.00	Director	$0	$0	$0
BRANDE COWDEN	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA DOGGETT	DIRECTOR	2.00	Director	$0	$0	$0
ED FELAN	DIRECTOR	2.00	Director	$0	$0	$0
PENNY GARRETT	DIRECTOR	2.00	Director	$0	$0	$0
ANNE GOLDEN	DIRECTOR	2.00	Director	$0	$0	$0
LISA GREIF	DIRECTOR	2.00	Director	$0	$0	$0
AARON HOEFLING	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY HOLLISTER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
BETH LINDSAY	DIRECTOR	2.00	Director	$0	$0	$0
FRANK LUCAS	DIRECTOR	2.00	Director	$0	$0	$0
ROBB MAYERS	DIRECTOR	2.00	Director	$0	$0	$0
LAURA MILLETTE	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE NOAH	DIRECTOR	2.00	Director	$0	$0	$0
DL RICHARDSON	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN SAUDER	DIRECTOR	2.00	Director	$0	$0	$0
BELLE SHEPHERD	DIRECTOR	2.00	Director	$0	$0	$0
SUE SLACK	DIRECTOR	2.00	Director	$0	$0	$0
MARIAH SMITH	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA SMITH	DIRECTOR	2.00	Director	$0	$0	$0
DAN THORNDIKE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC TORREY	DIRECTOR	2.00	Director	$0	$0	$0
COOPER WHITMAN	DIRECTOR	2.00	Director	$0	$0	$0
DON KANIA	FORMER DIRECTOR TERM 07/2024	2.00	Director	$0	$0	$0
SEANNE MCVARISH	FORMER DIRECTOR TERM 09/2024	2.00	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
2025	$2,041,160	$2,265,975	$2,533,724	$-224,815
2024	$2,051,732	$2,089,158	$2,771,319	$-37,426
2023	$2,745,083	$2,114,309	$2,777,971	$630,774
2022	$2,280,996	$3,348,599	$2,148,226	$-1,067,603
2021	$6,599,632	$4,656,264	$3,272,249	$1,943,368
2020	$1,496,954	$1,488,790	$1,412,200	$8,164
2019	$1,092,022	$1,050,600	$1,321,014	$41,422
2018	$1,383,216	$1,009,441	$1,422,988	$373,775

UNITED WAY OF JACKSON COUNTY INC