UNITED WAY OF WHITLEY COUNTY 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

1973

Legal Domicile

Principal Officer

JASON MEYER

Phone

5742692592

Tax Period

2019-07-01 to 2020-06-30

UNITED WAY OF WHITLEY COUNTY INC, founded in 1973, is a small nonprofit that reported $415K in total revenue in fiscal year 2019. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 21% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN WHITLEY COUNTY, INDIANA, BY FOCUSING ON ROOT CAUSES OF THE MOST SERIOUS PROBLEMS. WE BRING TOGETHER PEOPLE FROM ALL ACROSS THE COMMUNITY - PEOPLE FROM GOVERNMENT, BUSINESS, FAITH GROUPS, NONPROFITS AND ORDINARY CITIZENS TO TACKLE THESE ISSUES.

Program Service Accomplishments

Program 1

SUPPORT FOR CHILDREN AND YOUTH PROGRAMS. THE UNITED WAY FUNDED SEVEN SEPARATE PROGRAMS WITH PARTNER AGENCIES. THE PROGRAMS WERE FUNDED IN ORDER TO ASSIST EACH CHILD IN WHITLEY COUNTY ACHIEVE THEIR...

SUPPORT FOR CHILDREN AND YOUTH PROGRAMS. THE UNITED WAY FUNDED SEVEN SEPARATE PROGRAMS WITH PARTNER AGENCIES. THE PROGRAMS WERE FUNDED IN ORDER TO ASSIST EACH CHILD IN WHITLEY COUNTY ACHIEVE THEIR HIGHEST POTENTIAL. THESE INCLUDED PROGRAMS THAT OFFERED SUPPORT FOR ACADEMIC SUCCESS, ENCOURAGEMENT FOR POSITIVE SELF-ESTEEM, AND TO PROVIDE ADVOCACY FOR THOSE AT RISK. THE UNITED WAY ALSO SUPPORTS A KINDERGARTEN COUNTDOWN PROGRAM TO HELP CHILDREN FROM LOW INCOME FAMILIES PREPARE FOR STARTING SCHOOL.

Program 2

Expenses: $253,662

SUPPORT FOR COMMUNITY, CRISIS, AND HEALTH PROGRAMS. THE UNITED WAY FUNDED FIVE PROGRAMS WITH PARTNER AGENCIES. THESE PROGRAMS ADDRESSED THE BASIC NEEDS OF WHITLEY COUNTY FAMILIES IN CRISIS AND...

SUPPORT FOR COMMUNITY, CRISIS, AND HEALTH PROGRAMS. THE UNITED WAY FUNDED FIVE PROGRAMS WITH PARTNER AGENCIES. THESE PROGRAMS ADDRESSED THE BASIC NEEDS OF WHITLEY COUNTY FAMILIES IN CRISIS AND PROVIDED HEALTH SERVICES AND EDUCATION. ADDITIONALLY, THE UNITED WAY PROMOTES VOLUNTEERISM THROUGHOUT THE YEAR BY MATCHING VOLUNTEERS WITH OPPORTUNITIES. EACH YEAR IN SEPTEMBER THE UNITED WAY SPONSORS A ONE DAY EVENT CALLED THE "DAY OF CARING".

Program 3

PROMOTE SELF-SUFFICIENCY PROGRAMS. THE UNITED WAY FUNDED FOUR PROGRAMS WITH PARTNER AGENCIES. THESE PROGRAMS TEACH SKILLS, MENTOR BEHAVIOR, AND PROVIDE ASSISTANCE THAT ENABLES INDIVIDUALS AND...

PROMOTE SELF-SUFFICIENCY PROGRAMS. THE UNITED WAY FUNDED FOUR PROGRAMS WITH PARTNER AGENCIES. THESE PROGRAMS TEACH SKILLS, MENTOR BEHAVIOR, AND PROVIDE ASSISTANCE THAT ENABLES INDIVIDUALS AND FAMILIES TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $406,663

Program Service Revenue $0

Investment Income $3,386

Other Revenue $5,376

TOTAL REVENUE $415,425

Expense Breakdown

Grants Paid $6,324

Salaries & Benefits $105,192

Fundraising Expenses $18,959

Program Expenses $259,986

Other Expenses $217,278

TOTAL EXPENSES $328,794

Year-over-Year Comparison

	2019	2018	Change
Revenue	$415,425	$203,583	+1.0%
Expenses	$328,794	$101,896	+2.2%
Net Income	$86,631	$101,687	-0.1%

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

$48,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORETTA MOTTRAM	EXECUTIVE DI	40.00	Officer	$42,075	$0	$42,075
DIANE MILLER	EXECUTIVE DI	10.00	Officer	$3,914	$0	$3,914
JEFF BLEIJERVELD	EXECUTIVE DI	20.00	Officer	$2,935	$0	$2,935
PETER ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
MARK GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JON SHEW II	DIRECTOR	1.00	Director	$0	$0	$0
DON MOCKLER	DIRECTOR	1.00	Director	$0	$0	$0
LORI SHIPMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DANE STARKEY	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA WALTHER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE DEWITT	PRESIDENT	2.00	Officer	$0	$0	$0
DR LAURA MCDERMOTT	VICE PRESIDE	1.00	Officer	$0	$0	$0
JASON MEYER	TREASURER	3.00	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
2020	$415,425	$328,794	$543,151	$86,631
2018	$244,677	$229,355	$387,279	$15,322