BROOKINGS AREA UNITED WAY (EIN 237151498) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

DAN SVOBODNY

Tax Period

2023-02-01 to 2024-01-31

Brookings Area United Way, founded in 1955, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $987K in total revenue in fiscal year 2018.

Mission

DONATE MONIES TO AGENCIES IN THE BROOKINGS AREA IN NEED OF FINANCIAL ASSITANCE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,033,230

Program Service Revenue $23,972

Investment Income $15,937

Other Revenue $20,559

TOTAL REVENUE $3,093,698

Expense Breakdown

Grants Paid $565,002

Salaries & Benefits $178,165

Fundraising Expenses $172,663

Program Expenses $762,227

Other Expenses $300,322

TOTAL EXPENSES $1,043,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,093,698	$1,255,380	+1.5%
Expenses	$1,043,489	$939,652	+0.1%
Net Income	$2,050,209	$315,728	+5.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KAREN WEBER	MEMBER	Director	$0	$0	$0
STEPHANIE HALE	MEMBER	Director	$0	$0	$0
LEWAYNE ERICKSON	MEMBER	Director	$0	$0	$0
ROBERT ROACH	MEMBER	Director	$0	$0	$0
DILLON RINGLING	MEMBER	Director	$0	$0	$0
MIKE LOCKREM	MEMBER	Director	$0	$0	$0
DAVID BITELER	MEMBER	Director	$0	$0	$0
ASHLEY BIGGAR	MEMBER	Director	$0	$0	$0
CHIEF MICHAEL DRAKE	MEMBER	Director	$0	$0	$0
DAWN MUNSON	MEMBER	Director	$0	$0	$0
DAN SVOBODNY	PRESIDENT	Officer Director	$0	$0	$0
SPENCER DEGEN	PAST-PRESIDENT	Officer Director	$0	$0	$0
TEVIS HOLZER	PRESIDENT-ELECT	Officer	$0	$0	$0
LAURA GERJETS	SECRETARY	Officer	$0	$0	$0
BRITTANY KREUL	TREASURER	Officer	$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	$3,093,698	$1,043,489	$4,074,944	$2,050,209
2023	$1,255,380	$939,652	$1,957,699	$315,728
2022	$744,717	$886,682	$1,592,811	$-141,965
2021	$1,082,669	$873,671	$1,688,972	$208,998
2020	$1,016,222	$979,106	$1,428,837	$37,116
2019	$987,067	$973,252	$1,384,678	$13,815

BROOKINGS AREA UNITED WAY