UNITED WAY OF GRUNDY COUNTY (EIN 237164976) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Phone

8159424430

Tax Period

2024-10-01 to 2025-09-30

UNITED WAY OF GRUNDY COUNTY, founded in 1946, is a small nonprofit that reported $407K in total revenue in fiscal year 2017.

Mission

TO SUPPORT THE ACTIVITIES THAT FACILITATE ORGANIZED SOLICITATIONS AND CONTRIBUTIONS TO APPROVED ORGANIZATIONS OF A CHARITABLE, BENEVOLENT, OR HEALTH RELATED NATURE BY AND FOR THE PEOPLE OF GRUNDY COUNTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $249,348

Program Service Revenue $0

Investment Income $308,822

Other Revenue $31,637

TOTAL REVENUE $589,807

Expense Breakdown

Grants Paid $196,300

Salaries & Benefits $100,307

Fundraising Expenses $55,458

Program Expenses $257,777

Other Expenses $56,395

TOTAL EXPENSES $353,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$589,807	$725,712	-0.2%
Expenses	$353,002	$326,504	+0.1%
Net Income	$236,805	$399,208	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KAREN NALL	EXECUTIVE DIRECTOR	40.00		$66,000	$0	$66,000
ELIZABETH BATES	Director	1.00	Director	$0	$0	$0
DAN DUFFY	Director	1.00	Director	$0	$0	$0
JEFFREY HEAP	Director	1.00	Director	$0	$0	$0
JC LAWSON	Director	1.00	Director	$0	$0	$0
HEIDI LAWTON	Director	1.00	Director	$0	$0	$0
RANDY MATRAVERS	Director	1.00	Director	$0	$0	$0
PAUL MERCER	Director	1.00	Director	$0	$0	$0
HARDIK PATEL	Director	1.00	Director	$0	$0	$0
SCOTT SHANNON	Director	1.00	Director	$0	$0	$0
CHRISTINA VAN YPEREN	President	1.00	Officer	$0	$0	$0
CHRIS SPENCER	Vice President	1.00	Officer	$0	$0	$0
KATIE BODINE	Treasurer	1.00	Officer	$0	$0	$0
PAUL NORDSTROM	Past President	1.00	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
2025	$589,807	$353,002	$3,095,605	$236,805
2024	$725,712	$326,504	$2,866,037	$399,208
2023	$1,058,298	$312,898	$2,449,872	$745,400
2022	$1,933,975	$314,751	$1,705,402	$1,619,224
2020	$314,981	$372,103	$182,275	$-57,122
2019	$449,612	$449,778	$239,403	$-166
2018	$406,875	$443,317	$239,577	$-36,442

UNITED WAY OF GRUNDY COUNTY