UNITED WAY OF OXFORD OHIO AND VICINITY (EIN 237241327) - 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

1941

Legal Domicile

Principal Officer

CAROL HAUSER

Phone

5138630800

Tax Period

2017-06-01 to 2018-03-31

UNITED WAY OF OXFORD OHIO AND VICINITY, founded in 1941, is a small nonprofit that reported $127K in total revenue in fiscal year 2017. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $114K left a modest 10% surplus.

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO FINANCE VARIOUS HUMAN SERVICES AND COMMUNITY PROGRAMS IN THE OXFORD, OHIO AREA.

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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 (2017)

Revenue Breakdown

Contributions & Grants $124,687

Program Service Revenue $0

Investment Income $615

Other Revenue $1,434

TOTAL REVENUE $126,736

Expense Breakdown

Grants Paid $85,090

Salaries & Benefits $7,375

Fundraising Expenses $2,570

Program Expenses $105,749

Other Expenses $21,710

TOTAL EXPENSES $114,175

Year-over-Year Comparison

	2017	2016	Change
Revenue	$126,736	$227,484	-0.4%
Expenses	$114,175	$231,710	-0.5%
Net Income	$12,561	$-4,226	-4.0%

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

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
SHERRY SCHILLING	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY MACECHKO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH NEWLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL KAMPHAUS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON BRIDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG ELLIOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL HAUSER	PRESIDENT	10.00	Officer Director	$0	$0	$0
CAROL HAVENS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM LIPNICKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM SQUANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA WRIGHT	BOARD MEMBER	1.00	Director	$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
2018	$126,736	$114,175	No data	$12,561

UNITED WAY OF OXFORD OHIO AND VICINITY