SHERBURNE COUNTY AREA UNITED WAY (EIN 237057093) - 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

1969

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SHERBURNE COUNTY AREA UNITED WAY, founded in 1969, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $223K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $359K exceeded revenue, resulting in a 61% operating deficit.

Mission

SHERBURNE COUNTY AREA UNITED WAY STRIVES TO DRIVE LASTING CHANGE IN THE SHERBURNE COUNTY AREA BY UNITING CHANGEMAKERS TO ADVOCATE FOR THE COMMON GOOD OF THE COMMUNITY AND TO DEVELOP INNOVATIVE SOLUTIONS TO LOCAL COMPLEX CHALLENGES THAT CANNOT BE SOLVED ALONE.

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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 $222,550

Program Service Revenue $0

Investment Income $458

Other Revenue $0

TOTAL REVENUE $223,008

Expense Breakdown

Grants Paid $73,853

Salaries & Benefits $143,453

Fundraising Expenses $95,586

Program Expenses $190,127

Other Expenses $141,752

TOTAL EXPENSES $359,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,008	$302,134	-0.3%
Expenses	$359,058	$283,483	+0.3%
Net Income	$-136,050	$18,651	-8.3%

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

Volunteers

N/A

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

$56,139

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAT SARFF	EXECUTIVE DIRECTOR	30.00	Director	$56,139	$0	$56,139
PETE BUERKE	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK CHRISTENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LENETTE BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARB HILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGIE RONAYNE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEITH MCCARTY	TREASURER	1.00	Officer Director	$0	$0	$0
TOVE LICHTY	PRESIDENT	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
2025	No data	No data	No data	No data
2024	$223,008	$359,058	$175,941	$-136,050
2023	$302,134	$283,483	$317,050	$18,651
2022	$292,319	$269,248	$292,647	$23,071
2021	$215,577	$166,664	$307,539	$48,913
2020	$237,020	$221,099	$269,147	$15,921
2019	$242,806	$247,224	$254,895	$-4,418

SHERBURNE COUNTY AREA UNITED WAY