United Way of Geauga County (EIN 205575556) - 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

2000

Legal Domicile

Principal Officer

Michael Beedles

Phone

2164362100

Tax Period

2023-07-01 to 2024-06-30

United Way of Geauga County, founded in 2000, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. Expenses of $965K left a modest 8% surplus.

Mission

TO UNITE PEOPLE AND RESOURCES TO MEASURABLY IMPROVE THE SELF-SUFFICIENCY OF INDIVIDUALS AND FAMILIES IN GEAUGA 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 $748,800

Program Service Revenue $289,688

Investment Income $0

Other Revenue $6,000

TOTAL REVENUE $1,044,488

Expense Breakdown

Grants Paid $430,273

Salaries & Benefits $0

Fundraising Expenses $147,593

Program Expenses $701,364

Other Expenses $534,978

TOTAL EXPENSES $965,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,044,488	$458,845	+1.3%
Expenses	$965,251	$1,133,731	-0.1%
Net Income	$79,237	$-674,886	-1.1%

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

350

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

$673,277

Total Directors

$431,315

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON SOBOL JORDAN	PRESIDENT & CEO	1.0	Officer Director	$0	$75,386	$431,315
DEBORAH ENTY	CHIEF FINANCE, CFO	1.0	Officer	$0	$35,930	$241,962
KENNETH SURRATT	CHIEF COMM. INVEST. & RESOURCE	1.0	Highest	$0	$57,715	$227,307
KRISTIN POPELMAYER	CHIEF BRAND MKTG. & COMMUN.	1.0	Highest	$0	$63,609	$196,107
Michael Brown	Senior Director of HR	1.0	Highest	$0	$38,988	$160,229
Ruth Dobranic	Senior Director of Finance	1.0	Highest	$0	$26,313	$150,113
Charles Ellsworth	Director of IT	1.0	Highest	$0	$21,176	$138,857
CHRIS ADAMS	CHAIR, MKTG. & BRAND STRATEGY	0.2	Officer Director	$0	$0	$0
ANDREW J PAINE III	TREASURER & CHAIR, FINANCE	0.2	Officer Director	$0	$0	$0
KIM MEISEL PESSES	VICE CHAIR, COMMUNITY INVEST.	0.2	Officer Director	$0	$0	$0
MONTE REPASKY	VICE CHAIR, RESOURCE DEVELOP.	0.2	Officer Director	$0	$0	$0
ENID B ROSENBERG	CHAIR, GOVERN. & NOMINATING	0.2	Officer Director	$0	$0	$0
VANESSA L WHITING ESQ	CHAIR	0.2	Officer Director	$0	$0	$0
SONALI B WILSON ESQ	ASST SEC & CHAIR, POLICY & ADV	0.2	Officer Director	$0	$0	$0
JEFFREY D ZIMON	CHAIR, HR COMMITTEE	0.2	Officer Director	$0	$0	$0
KEVIN CLAYTON	CO-CHAIR, STRATEGIC PLANNING	0.2	Officer Director	$0	$0	$0
J DAVID HELLER	CO-CHAIR, STRATEGIC PLANNING	0.2	Officer Director	$0	$0	$0
IRA C KAPLAN	CO-CHAIR, STRATEGIC PLANNING	0.2	Officer Director	$0	$0	$0
MICHELE CONNELL	VICE CHAIR, GOVERN. & NOMINAT.	0.2	Officer Director	$0	$0	$0
JEROME GRISKO	VICE CHAIR, COMMUNITY INVEST.	0.2	Officer Director	$0	$0	$0
JAMES A RATNER	VICE CHAIR	0.2	Officer Director	$0	$0	$0
TARAS G SZMAGALA JR	VICE CHAIR, POLICY & ADVOCACY	0.2	Officer Director	$0	$0	$0
PAUL J DOLAN	IMMEDIATE PAST CHAIR	0.2	Officer Director	$0	$0	$0
VICTOR RUIZ	SECRETARY	0.2	Officer Director	$0	$0	$0
HARRIET APPLEGATE	DIRECTOR	0.1	Director	$0	$0	$0
CRAIG ARNOLD	DIRECTOR	0.1	Director	$0	$0	$0
MICHAEL BASTON	DIRECTOR (AS OF 9/23)	0.1	Director	$0	$0	$0
EDWARD J BELL	DIRECTOR	0.1	Director	$0	$0	$0
JUSTIN BIB	DIRECTOR	0.1	Director	$0	$0	$0
KIP BOLLIN	DIRECTOR	0.1	Director	$0	$0	$0
MAYNARD A BUCK	DIRECTOR	0.1	Director	$0	$0	$0
MATT CARROLL	DIRECTOR	0.1	Director	$0	$0	$0
NABIL CHEHADE	DIRECTOR	0.1	Director	$0	$0	$0
JENICE CONTRERAS	DIRECTOR	0.1	Director	$0	$0	$0
JOHN R CORLETT	DIRECTOR	0.1	Director	$0	$0	$0
COLLEEN COTTER	DIRECTOR	0.1	Director	$0	$0	$0
KAREN CRONIN	DIRECTOR (THRU 9/23)	0.1	Director	$0	$0	$0
DAVID C FULTON JR	DIRECTOR	0.1	Director	$0	$0	$0
PATRICK GAREAU	DIRECTOR	0.1	Director	$0	$0	$0
ERIC S GORDON	DIRECTOR (THRU 9/23)	0.1	Director	$0	$0	$0
ANDRE GREMILLET	DIRECTOR	0.1	Director	$0	$0	$0
HOWARD W HANNA	DIRECTOR	0.1	Director	$0	$0	$0
DEE BAGWELL HASLAM	DIRECTOR	0.1	Director	$0	$0	$0
ELIZABETH HIJAR	DIRECTOR	0.1	Director	$0	$0	$0
STEPHEN HOFFMAN	DIRECTOR	0.1	Director	$0	$0	$0
ANDREA M HOGBEN	DIRECTOR	0.1	Director	$0	$0	$0
JOY JOHNSON	DIRECTOR	0.1	Director	$0	$0	$0
SUSAN D KRANTZ	DIRECTOR	0.1	Director	$0	$0	$0
STEFFANY LARKINS	DIRECTOR (AS OF 9/23)	0.1	Director	$0	$0	$0
KEITH J LIBMAN	DIRECTOR	0.1	Director	$0	$0	$0
CECIL J LIPSCOMB	DIRECTOR	0.1	Director	$0	$0	$0
MELISSA MAKI	DIRECTOR (AS OF 9/23)	0.1	Director	$0	$0	$0
KEVIN MARTIN	DIRECTOR	0.1	Director	$0	$0	$0
JESSICA MATIA	DIRECTOR (AS OF 9/23)	0.1	Director	$0	$0	$0
BONNIE C HUGHES MCNEE	DIRECTOR (THRU 9/23)	0.1	Director	$0	$0	$0
TOMISLAV MIHALJEVIC	DIRECTOR	0.1	Director	$0	$0	$0
DAVID MILLER	DIRECTOR	0.1	Director	$0	$0	$0
WARREN MORGAN	DIRECTOR (AS OF 9/23)	0.1	Director	$0	$0	$0
DANIEL O'MALLEY	DIRECTOR (THRU 9/23)	0.1	Director	$0	$0	$0
SHARI OBRENSKI	DIRECTOR	0.1	Director	$0	$0	$0
PATRICK M PASTORE	DIRECTOR	0.1	Director	$0	$0	$0
JEFFERY K PATTERSON	DIRECTOR	0.1	Director	$0	$0	$0
RYAN PUENTE	DIRECTOR	0.1	Director	$0	$0	$0
ALLISON TALLER REICH	DIRECTOR	0.1	Director	$0	$0	$0
RONALD B RICHARD	DIRECTOR	0.1	Director	$0	$0	$0
BRIAN J RICHARDSON	DIRECTOR	0.1	Director	$0	$0	$0
ERIKA RUDIN-LURIA	DIRECTOR	0.1	Director	$0	$0	$0
GEORGE A SAMPLE	DIRECTOR	0.1	Director	$0	$0	$0
JASMIN SANTANA	DIRECTOR	0.1	Director	$0	$0	$0
BEVERLY J SCHNEIDER	DIRECTOR	0.1	Director	$0	$0	$0
INDIA BIRDSONG TERRY	DIRECTOR	0.1	Director	$0	$0	$0
FELTON THOMAS JR	DIRECTOR	0.1	Director	$0	$0	$0
DANIEL P WALSH JR	DIRECTOR	0.1	Director	$0	$0	$0
PAUL L WELLENER IV	DIRECTOR	0.1	Director	$0	$0	$0
LORNA WISHAM	DIRECTOR	0.1	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
2024	$1,044,488	$965,251	$1,262,357	$79,237
2023	$458,845	$1,133,731	$1,196,861	$-674,886
2022	$1,113,190	$899,989	$1,438,558	$213,201
2021	$1,549,298	$719,927	$1,220,024	$829,371
2020	$1,520,209	$1,205,706	$762,893	$314,503
2019	$1,401,939	$1,401,939	$1,215,941	No data
2018	$1,374,545	$1,374,545	$1,332,106	No data

United Way of Geauga County