United Way of Indian Wells Valley (EIN 237327758) - 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

1955

Legal Domicile

Principal Officer

DICK DICKSON

Phone

7606087250

Tax Period

2020-01-01 to 2020-12-31

United Way of Indian Wells Valley, founded in 1955, is a micro nonprofit that reported $33K in total revenue in fiscal year 2020. Revenue surged 73% from the prior year, signaling strong growth momentum. Expenses of $37K exceeded revenue, resulting in a 13% operating deficit.

Mission

United Way of IWV collects donations from individuals and companies and distributes those funds to local nonprofit agencies as indicated

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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 (2020)

Revenue Breakdown

Contributions & Grants $32,855

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $32,859

Expense Breakdown

Grants Paid $33,459

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,832

Other Expenses $3,580

TOTAL EXPENSES $37,039

Year-over-Year Comparison

	2020	2019	Change
Revenue	$32,859	$18,985	+0.7%
Expenses	$37,039	$18,413	+1.0%
Net Income	$-4,180	$572	-8.3%

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

N/A

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
DICK DICKSON	Pres Bd of Dirs	2.000	Officer Director	$0	$0	$0
ARLENE DECKER	VP Bd of Dirs	0.500	Officer Director	$0	$0	$0
WILLIAM KNEHANS	Treasurer	3.000	Officer Director	$0	$0	$0
NATHAN SIMONS	Secretary	1.500	Officer Director	$0	$0	$0
RANDY STURGEON	Board Member	0.500	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
2020	$32,859	$37,039	$42,258	$-4,180
2019	$18,985	$18,413	$29,964	$572
2019	$18,985	$18,413	$29,964	$572
2018	$18,226	$16,035	$29,213	$2,191

United Way of Indian Wells Valley