UNITED WAY OF ADDISON COUNTY INC (EIN 030221018) - 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

1968

Legal Domicile

Principal Officer

HELENA VAN VOORST

Phone

8023887189

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF ADDISON COUNTY INC, founded in 1968, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2022. Expenses of $1.7M left a modest 9% surplus.

Mission

FOR 55 YEARS, OUR MISSION HAS BEEN TO MOBILIZE THE COMPASSION AND GENEROSITY OF INDIVIDUALS AND ORGANIZATIONS IN ADDISON COUNTY TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $1,757,348

Program Service Revenue $9,368

Investment Income $73,307

Other Revenue $11,291

TOTAL REVENUE $1,851,314

Expense Breakdown

Grants Paid $847,394

Salaries & Benefits $496,829

Fundraising Expenses $131,421

Program Expenses $1,368,097

Other Expenses $332,090

TOTAL EXPENSES $1,676,313

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,851,314	$1,753,886	+0.1%
Expenses	$1,676,313	$1,365,886	+0.2%
Net Income	$175,001	$388,000	-0.5%

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

390

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

$96,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELENA VAN VOORST	EXECUTIVE DI	40.00	Officer	$87,137	$9,380	$96,517
KEN STOCKMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRUCE GROVE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LOGAN PRICE	TREASURER	2.00	Officer Director	$0	$0	$0
BRUCE BAYLISS	MEMBER AT LA	2.00	Director	$0	$0	$0
MARIA COLLETTE	DIRECTOR	2.00	Director	$0	$0	$0
JON CRYSTAL	DIRECTOR	2.00	Director	$0	$0	$0
ANN CRUMB	DIRECTOR	2.00	Director	$0	$0	$0
BILL LADUE	DIRECTOR	2.00	Director	$0	$0	$0
LAURA MACK	DIRECTOR	2.00	Director	$0	$0	$0
JANET FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
MARK PELUSO	DIRECTOR	2.00	Director	$0	$0	$0
SHANE WHALEY UNTIL JANUARY 2023	DIRECTOR	2.00	Director	$0	$0	$0
NIAL RELE UNTIL JANUARY 2023	SECRETARY	2.00	Officer Director	$0	$0	$0
SYLVIE CHOINIERE UNTIL FEB 2023	DIRECTOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,851,314	$1,676,313	$2,611,594	$175,001
2022	$1,753,886	$1,365,886	$2,053,478	$388,000
2021	$1,748,013	$1,605,438	$2,095,918	$142,575
2020	$1,740,038	$1,748,525	$2,035,758	$-8,487
2019	$1,316,428	$1,401,210	$1,802,564	$-84,782

UNITED WAY OF ADDISON COUNTY INC