OTSEGO COUNTY UNITED WAY INC

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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

1972

Legal Domicile

Principal Officer

KIMBERLY AKIN

Phone

9897328929

Tax Period

2024-01-01 to 2024-12-31

OTSEGO COUNTY UNITED WAY INC, founded in 1972, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $443K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

UNITING RESOURCES TO BUILD A STRONGER COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $272,208

PROVIDE DIRECT AND INDIRECT SUPPORT TO OVER 10 LOCAL TAX EXEMPT ORGANIZATIONS SERVING THE SOCIAL WELFARE OF THOUSANDS WITHIN OTSEGO COUNTY, MICHIGAN. ADDITIONALLY, VARIOUS LOCAL ORGANIZATIONS OPERATE WITHIN OUR FACILITY IN ORDER THAT CLIENTS CAN SIMPLY COME TO ONE LOCATION FOR A VARIETY OF SUPPORT.

Program 2

Expenses: $125,739

RETIRED AND SENIOR VOLUNTEER PROGRAM PROVIDES VOLUNTEER OPPORTUNITIES FOR OLDER ADULTS AGE 55 AND OVER. NEEDS OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS ARE MET BY PROVIDING MEANINGFUL, ENJOYABLE AND...

RETIRED AND SENIOR VOLUNTEER PROGRAM PROVIDES VOLUNTEER OPPORTUNITIES FOR OLDER ADULTS AGE 55 AND OVER. NEEDS OF LOCAL NOT-FOR-PROFIT ORGANIZATIONS ARE MET BY PROVIDING MEANINGFUL, ENJOYABLE AND TARGETED VOLUNTEER OPPORTUNITIES.

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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 $355,046

Program Service Revenue $29,542

Investment Income $13,514

Other Revenue $45,226

TOTAL REVENUE $443,328

Expense Breakdown

Grants Paid $20,516

Salaries & Benefits $268,130

Fundraising Expenses $16,605

Program Expenses $397,947

Other Expenses $195,273

TOTAL EXPENSES $483,919

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,328	$404,741	+0.1%
Expenses	$483,919	$616,593	-0.2%
Net Income	$-40,591	$-211,852	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM CRACRAFT	DIRECTOR	2.00	Director	$0	$0	$0
KAY LYN JEAKLE	DIRECTOR	2.00	Director	$0	$0	$0
LESA JARSKI	DIRECTOR	2.00	Director	$0	$0	$0
ERICA WILLARD	DIRECTOR	2.00	Director	$0	$0	$0
CATHI GATEWOOD-KEIM	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY KOHNERT	SECRETARY	2.00	Officer Director	$0	$0	$0
BETH MARSHALL	PAST PRESIDENT	2.00	Director	$0	$0	$0
MELISSA WILKIE	PRESIDENT	2.00	Officer	$0	$0	$0
TOM LENARTOWICZ	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
DARYL DESLOOVER	TREASURER	2.00	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
2024	$443,328	$483,919	$354,332	$-40,591
2023	$404,741	$616,593	$392,317	$-211,852
2022	$777,722	$465,025	$539,598	$312,697
2021	$423,143	$335,993	$232,739	$87,150
2020	$348,075	$293,816	$138,599	$54,259
2019	$335,973	$327,104	$89,609	$8,869
2018	$319,090	$323,702	$79,876	$-4,612