UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION INC (EIN 201412874) - 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

2005

Legal Domicile

Principal Officer

MEAGAN LIESVELD

Phone

4024417700

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION INC, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $1.3M, a strong 92% operating margin.

Mission

THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION, INC. IS A PUBLIC CHARITY CREATED TO HELP FULFILL THE MISSION OF THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,332,066

Program Service Revenue $0

Investment Income $35,795

Other Revenue $0

TOTAL REVENUE $1,367,861

Expense Breakdown

Grants Paid $70,386

Salaries & Benefits $21,304

Fundraising Expenses $0

Program Expenses $70,386

Other Expenses $23,440

TOTAL EXPENSES $115,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,367,861	$1,453,647	-0.1%
Expenses	$115,130	$86,222	+0.3%
Net Income	$1,252,731	$1,367,425	-0.1%

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

N/A

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

$263,614

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK SCHORR	PRESIDENT - 2023	1.00	Officer Director	$0	$0	$0
BILL MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
GEOFF CLINE	VICE PRESIDENT - 2023, PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
RUSS SEBEK	TREASURER	1.00	Officer Director	$0	$0	$0
APRIL RIMPLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN WAILES	PRESIDENT - 2024	1.00	Officer Director	$0	$0	$0
PHIL MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CHAFFIN	DIRECTOR	1.00	Director	$0	$0	$0
BRAD CRAIN	VICE PRESIDENT - 2024	1.00	Officer Director	$0	$0	$0
ERIC MOOSS	DIRECTOR	1.00	Director	$0	$0	$0
BILL LESTER	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
MEAGAN LIESVELD	EXECUTIVE DIRECTOR	1.00	Officer	$0	$18,541	$163,149
MARY ALDRICH-KNIGHT	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$6,457	$100,465

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	$1,367,861	$115,130	$3,862,850	$1,252,731
2023	$1,453,647	$86,222	$2,469,596	$1,367,425
2022	$36,222	$83,182	$1,026,161	$-46,960
2021	$173,363	$106,428	$1,233,770	$66,935
2020	$247,383	$30,920	$963,548	$216,463
2019	$60,318	$25,752	$853,756	$34,566

UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION INC