UNITED WAY OF STEELE COUNTY

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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

1974

Legal Domicile

Principal Officer

ANNETTE DUNCAN

Phone

5074551180

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF STEELE COUNTY, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO CHANGE LIVES BY MOBILIZING AND OPTIMIZING THE CARING POWER OF OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $947,068 Revenue: $0

THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER...

THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER AGENCIES TO BETTER SERVE THE COMMUNITY AND THE SURROUNDING AREA. SERVED 18 AGENCIES DURING THE YEAR.

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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 $1,076,754

Program Service Revenue $0

Investment Income $34,718

Other Revenue $7,522

TOTAL REVENUE $1,118,994

Expense Breakdown

Grants Paid $618,375

Salaries & Benefits $280,382

Fundraising Expenses $183,373

Program Expenses $947,068

Other Expenses $336,832

TOTAL EXPENSES $1,235,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,118,994	$1,228,622	-0.1%
Expenses	$1,235,589	$1,232,764	+0.0%
Net Income	$-116,595	$-4,142	+27.1%

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

911

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

$80,857

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL PETERSON	CHAIR	0.63	Officer Director	$0	$0	$0
TODD TROUT	VICE CHAIR	0.63	Officer Director	$0	$0	$0
TESSA HEYER-BROWN	VICE CHAIR	0.63	Officer Director	$0	$0	$0
WARREN SIMONS	TREASURER	0.63	Officer Director	$0	$0	$0
KAREN DUNCAN	SECRETARY	0.63	Officer Director	$0	$0	$0
CHRISTINA WETMORE	DIRECTOR	0.63	Director	$0	$0	$0
MATT DURAND	DIRECTOR	0.63	Director	$0	$0	$0
STEPHANIE WANOUS	DIRECTOR	0.63	Director	$0	$0	$0
RYAN GILLESPIE	DIRECTOR	0.63	Director	$0	$0	$0
JASON KLEEBERGER	DIRECTOR	0.63	Director	$0	$0	$0
ABDULAHI OSMAN	DIRECTOR	0.63	Director	$0	$0	$0
BEN FLEMKE	DIRECTOR	0.63	Director	$0	$0	$0
GRACE HANOVER	DIRECTOR	0.63	Director	$0	$0	$0
MELINDA ESTEY	DIRECTOR	0.63	Director	$0	$0	$0
RACHEL BOSS	DIRECTOR	0.63	Director	$0	$0	$0
ANNETTE DUNCAN	PRESIDENT	40.00	Officer	$71,211	$9,646	$80,857

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	No data	No data	No data	No data
2023	$1,118,994	$1,235,589	$1,561,997	$-116,595
2022	$1,228,622	$1,232,764	$1,620,750	$-4,142
2021	$1,035,102	$1,055,187	$1,716,372	$-20,085
2020	$1,003,644	$1,102,631	$1,690,859	$-98,987
2019	$1,121,371	$990,147	$1,739,399	$131,224
2018	$1,096,609	$1,071,166	$1,618,119	$25,443