UNITED WAY OF COLUMBIA COUNTY (EIN 936038634) - 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

1980

Legal Domicile

Principal Officer

ELAINE HECK

Phone

5035563614

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF COLUMBIA COUNTY, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $170K in total revenue in fiscal year 2024. Expenses of $195K exceeded revenue, resulting in a 14% operating deficit.

Mission

SUPPORT LOCAL CHARITIES ALLOCATION AND DISTRIBUTIONS OF CONTRIBUTIONS AND GRANTS TO LOCAL CHARITABLE 501(3) AGENTCIES.

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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 $169,591

Program Service Revenue $0

Investment Income $486

Other Revenue $0

TOTAL REVENUE $170,077

Expense Breakdown

Grants Paid $113,777

Salaries & Benefits $59,147

Fundraising Expenses $12,546

Program Expenses $130,234

Other Expenses $21,607

TOTAL EXPENSES $194,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,077	$172,113	0.0%
Expenses	$194,531	$193,283	+0.0%
Net Income	$-24,454	$-21,170	+0.2%

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

N/A

Employees

Volunteers

216

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
ELAINE HECK	2ND VICE CHAIR	1.00	Officer	$0	$0	$0
MARGARET MAGRUDER	1ST VICE CHAIR	1.00	Officer	$0	$0	$0
SIERRA TRASK	SECRETARY AND TREASURER	1.00	Officer	$0	$0	$0
TONY ERICKSON	PREIDENT	1.00	Officer	$0	$0	$0
STEPHANIE ROLLINS	BOARD MEMBER AT LARGE	1.00	Officer	$0	$0	$0
PATTY ST JOHN	BOARD MEMBER AT LARGE	1.00	Officer	$0	$0	$0
LAUREEN TICE	BOARD MEMBER AT LARGE	1.00	Officer	$0	$0	$0
NATASHA PARVEY	MEMBER AT LARGE	1.00	Officer	$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	$170,077	$194,531	$183,084	$-24,454
2023	$172,113	$193,283	$241,347	$-21,170
2022	$178,935	$209,061	$235,841	$-30,126
2021	$128,164	$152,048	$291,438	$-23,884
2020	$202,949	$204,954	$285,490	$-2,005
2019	$192,249	$201,714	$292,178	$-9,465
2018	$204,145	$176,613	$312,830	$27,532

UNITED WAY OF COLUMBIA COUNTY