MARSHALL UNITED WAY (EIN 237161104) - 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

1988

Legal Domicile

Principal Officer

JACK REED

Phone

2697813325

Tax Period

2023-09-01 to 2024-08-31

MARSHALL UNITED WAY, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $137K left a modest 13% surplus.

Mission

TO INCREASE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER

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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 $109,742

Program Service Revenue $0

Investment Income $5,327

Other Revenue $42,991

TOTAL REVENUE $158,060

Expense Breakdown

Grants Paid $89,638

Salaries & Benefits $25,662

Fundraising Expenses $8,856

Program Expenses $118,944

Other Expenses $21,937

TOTAL EXPENSES $137,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,060	$116,041	+0.4%
Expenses	$137,237	$136,920	+0.0%
Net Income	$20,823	$-20,879	-2.0%

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
IAN GILYARD-SCHNAITMAN	DIRECTOR	N/A	Director	$0	$0	$0
RYAN UNDERHILL	DIRECTOR	N/A	Director	$0	$0	$0
BROCK VEENHUIS	DIRECTOR	N/A	Director	$0	$0	$0
HEATHER VILAND	DIRECTOR	N/A	Director	$0	$0	$0
JACOB WASHBURN	DIRECTOR	N/A	Director	$0	$0	$0
JASON LAFORGE	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS MUNDEN	DIRECTOR	N/A	Director	$0	$0	$0
TRENT TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
JACKIE TUCKER	DIRECTOR	N/A	Director	$0	$0	$0
LINDA BENNICK	VICE PRESIDE	N/A	Officer	$0	$0	$0
JODI LUBIS	TREASURER	N/A	Officer	$0	$0	$0
JACK REED	PRESIDENT	N/A	Officer	$0	$0	$0
JEN RICE	SECRETARY	N/A	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	$158,060	$137,237	$238,925	$20,823
2023	$116,041	$136,920	$216,123	$-20,879
2022	$182,261	$179,992	$237,457	$2,269
2021	$142,005	$137,172	$235,135	$4,833
2021	$234,716	$137,172	$235,135	$97,544
2020	$122,837	$144,449	$240,250	$-21,612
2019	$201,125	$184,144	$252,212	$16,981
2018	$178,064	$185,732	$235,188	$-7,668

MARSHALL UNITED WAY