United Fund of Willard Inc (EIN 237097326) - 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

1971

Legal Domicile

Phone

4197066312

Tax Period

2024-04-01 to 2025-03-31

United Fund of Willard Inc, founded in 1971, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $106K, a strong 49% operating margin.

Mission

To Financially assist local programs and agencies in the Willard, Ohio area

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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 (2024)

Revenue Breakdown

Contributions & Grants $208,599

Program Service Revenue $0

Investment Income $7,765

Other Revenue $0

TOTAL REVENUE $216,364

Expense Breakdown

Grants Paid $102,704

Salaries & Benefits $0

Fundraising Expenses $2,815

Program Expenses $103,664

Other Expenses $7,704

TOTAL EXPENSES $110,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,364	$242,586	-0.1%
Expenses	$110,408	$85,086	+0.3%
Net Income	$105,956	$157,500	-0.3%

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

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ricky Branham	President	0.50	Director	$0	$0	$0
Becky Wineman	Secretary	0.50	Director	$0	$0	$0
Beth Fleiner	Executive Dir.	1.00	Director	$0	$0	$0
Sharon Wingert	Trustee	0.50	Director	$0	$0	$0
Victoria Branham	Trustee	0.50	Director	$0	$0	$0
Shelly Holden	Trustee	0.50	Director	$0	$0	$0
Greg Polachek	Trustee	0.50	Director	$0	$0	$0
Kathe Graham	Trustee	0.50	Director	$0	$0	$0
Nancy Eldridge	Trustee	0.50	Director	$0	$0	$0
Charlene Glorioso	Trustee	0.50	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	$216,364	$110,408	$546,384	$105,956
2024	$242,586	$85,086	$440,428	$157,500
2023	$212,746	$105,380	$282,928	$107,366

United Fund of Willard Inc