UNITED WAY OF BOYERTOWN AREA (EIN 236395495) - 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

1958

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF BOYERTOWN AREA, founded in 1958, is a small nonprofit that reported $206K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

To improve lives by mobilizing the caring power of the community and to conduct efficient community wide fundraising which helps meet the communitys critical human health and service needs.

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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 $189,362

Program Service Revenue $0

Investment Income $2,305

Other Revenue $13,982

TOTAL REVENUE $205,649

Expense Breakdown

Grants Paid $184,100

Salaries & Benefits $0

Fundraising Expenses $13,030

Program Expenses $184,100

Other Expenses $20,507

TOTAL EXPENSES $204,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,649	$240,154	-0.1%
Expenses	$204,607	$201,262	+0.0%
Net Income	$1,042	$38,892	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diane Bodolus	Member	1.00	Director	$0	$0	$0
Rob Theisen	Member	1.00	Director	$0	$0	$0
Steph Petri	Member	1.00	Director	$0	$0	$0
Steve Elsier	Member	1.00	Director	$0	$0	$0
Brian Rohn	Member	1.00	Director	$0	$0	$0
Rod Boyer	Member	1.00	Director	$0	$0	$0
Andrew Mathias	Member	1.00	Director	$0	$0	$0
Michelle Carlier	Member	1.00	Director	$0	$0	$0
Lori Carnes	Member	1.00	Director	$0	$0	$0
Dennis Psota	Member	1.00	Director	$0	$0	$0
John Landino	President	1.00	Officer Director	$0	$0	$0
Kenneth Hunt	Secretary	1.00	Officer Director	$0	$0	$0
Sheila Nester Walker	Treasurer	1.00	Officer 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	No data	No data	No data	No data
2023	$205,649	$204,607	$321,481	$1,042
2022	$240,154	$201,262	$320,505	$38,892
2021	$196,290	$222,340	$282,716	$-26,050
2020	$283,408	$225,370	$306,077	$58,038
2019	$224,012	$216,402	$247,912	$7,610
2018	$226,620	$236,480	$238,491	$-9,860

UNITED WAY OF BOYERTOWN AREA