UNITED WAY OF WEXFORD-MISSAUKEE CO… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

BRIAN KELSEY

Phone

2317753753

Tax Period

2022-04-01 to 2023-03-31

UNITED WAY OF WEXFORD-MISSAUKEE COUNTIES, founded in 1991, is a micro nonprofit that reported $96K in total revenue in fiscal year 2022. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $180K exceeded revenue, resulting in a 87% operating deficit.

Mission

TO MEET CRITICAL HUMAN NEEDS THAT WILL IMPROVE THE QUALITY OF LIFE AND BUILD A BETTER COMMUNITY IN WEXFORD AND MISSAUKEE COUNTIES. THE UNITED WAY OF WEXFORD-MISSAUKEE COUNTIES WORKS TO IMPACT THREE TARGETED AREAS THROUGH COMMUNITY INVESTMENT/ANNUAL ALLOCATIONS, COMMUNITY RESPONSE GRANTS, COLLABORATIVES AND INITIATIVES, VOLUNTEER DEVELOPMENT, AND INFORMATION AND REFERRAL.

Program Service Accomplishments

Program 1

Expenses: $108,282

THE PURPOSE OF COMMUNITY INVESTMENTS IS TO ENDEAVOR THAT ALL FAMILIES HAVE FOOD, SHELTER AND ACCESS TO HEALTHCARE AND TO CONNECT ALL FAMILIES IN NEED WITH CRITICAL SERVICES AND RESOURCES. TO HELP...

THE PURPOSE OF COMMUNITY INVESTMENTS IS TO ENDEAVOR THAT ALL FAMILIES HAVE FOOD, SHELTER AND ACCESS TO HEALTHCARE AND TO CONNECT ALL FAMILIES IN NEED WITH CRITICAL SERVICES AND RESOURCES. TO HELP FACILITATE THIS, ALLOCATIONS OR GRANTS HAVE BEEN GIVEN TO VARIOUS HEALTH AND HUMAN SERVICE AGENCY PROGRAMS. PLEASE SEE ATTACHED.

Program 2

Expenses: $6,561

THE PURPOSE OF YOUTH INITIATIVES IS TO NURTURE CHILDREN AND YOUTH. THE GOAL IS THAT ALL CHILDREN WOULD BE READY FOR SCHOOL, THAT PARENTS ARE PROVIDED WITH EDUCATION AND TOOLS, THAT CHILD ABUSE AND...

THE PURPOSE OF YOUTH INITIATIVES IS TO NURTURE CHILDREN AND YOUTH. THE GOAL IS THAT ALL CHILDREN WOULD BE READY FOR SCHOOL, THAT PARENTS ARE PROVIDED WITH EDUCATION AND TOOLS, THAT CHILD ABUSE AND NEGLECT WOULD BE REDUCED AND PREVENTED, AND THAT TEEN SUBSTANCE ABUSE IS REDUCED.

Program 3

Expenses: $11,693

THE 2-1-1 PROGRAM - 1. CONNECTS EVERY CITIZEN WITH; A. BASIC HUMAN NEEDS B. EMPLOYMENT SUPPORT C. SUPPORT FOR OLDER CITIZENS D. SUPPORT FOR PEOPLE WITH DISABILITIES E. SUPPORT FOR CHILDREN, YOUTH AND FAMILIES F. PHYSICAL AND MENTAL HEALTH SERVICES 2. IS AN INFORMATION RESOURCE DURING A COMMUNITY EMERGENCY, ALLOWING 9-1-1 TO FOCUS ON LIFE THREATENING EMERGENCIES 3. COMPILES DATA THAT BREAKS DOWN AND IDENTIFIES CRITICAL NEEDS IN THE COMMUNITY SO THAT FUTURE RESOURCES MAY BE DIRECTED MORE EFFICIENTLY

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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 (2022)

Revenue Breakdown

Contributions & Grants $89,272

Program Service Revenue $0

Investment Income $458

Other Revenue $6,672

TOTAL REVENUE $96,402

Expense Breakdown

Grants Paid $93,519

Salaries & Benefits $40,085

Fundraising Expenses $14,427

Program Expenses $135,441

Other Expenses $46,896

TOTAL EXPENSES $180,500

Year-over-Year Comparison

	2022	2021	Change
Revenue	$96,402	$154,636	-0.4%
Expenses	$180,500	$175,932	+0.0%
Net Income	$-84,098	$-21,296	+2.9%

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

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

$35,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN KELSEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER BROWN	1ST VICE PRE	2.00	Officer Director	$0	$0	$0
MIKE HAYES	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
RYAN HOWELL	TREASURER	2.00	Officer Director	$0	$0	$0
ROB BEST	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHY CRESS	DIRECTOR	2.00	Director	$0	$0	$0
PETER MARINOFF	DIRECTOR	2.00	Director	$0	$0	$0
AMY HELSEL	DIRECTOR	2.00	Director	$0	$0	$0
RANDY HILL	DIRECTOR	2.00	Director	$0	$0	$0
JEFF MANKIEWICZ	DIRECTOR	2.00	Director	$0	$0	$0
TIM RIGLING	DIRECTOR	2.00	Director	$0	$0	$0
AMY SCHMID	DIRECTOR	2.00	Director	$0	$0	$0
ANDY ULRICH	EXECUTIVE DI	40.00	Officer	$35,000	$0	$35,000

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
2023	$96,402	$180,500	$281,369	$-84,098
2023	$30,644	$46,250	No data	$-15,606
2022	$154,636	$175,932	$368,008	$-21,296
2021	$110,734	$200,121	$386,572	$-89,387
2020	$171,037	$197,907	$484,931	$-26,870
2019	$476,736	$236,041	$510,524	$240,695

UNITED WAY OF WEXFORD-MISSAUKEE COUNTIES