WABASH COUNTY UNITED FUND INC (EIN 237382811) - 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

1957

Legal Domicile

Principal Officer

KELLI DALE

Phone

2605636726

Tax Period

2024-01-01 to 2024-12-31

WABASH COUNTY UNITED FUND INC, founded in 1957, is a small nonprofit that reported $283K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 18% operating margin.

Mission

CAMPAIGN FOR DONATIONS AND PLEDGES FROM THE PUBLIC AND BUSINESS SECTORS OF WABASH COUNTY. MONEY IS THEN DISTRIBUTED TO VARIOUS COMMUNITY SERVICE AGENCIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $256,763

Program Service Revenue $0

Investment Income $25,518

Other Revenue $546

TOTAL REVENUE $282,827

Expense Breakdown

Grants Paid $122,125

Salaries & Benefits $58,598

Fundraising Expenses $7,818

Program Expenses $213,331

Other Expenses $51,043

TOTAL EXPENSES $231,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,827	$206,566	+0.4%
Expenses	$231,766	$255,864	-0.1%
Net Income	$51,061	$-49,298	-2.0%

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

$54,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI DALE	EXECUTIVE DI	40.00	Director	$54,000	$0	$54,000
NAILA CARNAGUA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE KEAFFABER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ANGELA LEICHTY	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER MEYER	DIRECTOR	1.00	Director	$0	$0	$0
KENNY MONCE	PRESIDENT	2.00	Officer Director	$0	$0	$0
KOLBY ROSEMEYER	DIRECTOR	1.00	Director	$0	$0	$0
AMY SIVLEY	DIRECTOR	1.00	Director	$0	$0	$0
ALECIA WATERS	DIRECTOR	1.00	Director	$0	$0	$0
KRIS WHITE	DIRECTOR	1.00	Director	$0	$0	$0
ALEX WINGER	DIRECTOR	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
2024	$282,827	$231,766	$439,864	$51,061
2023	$206,566	$255,864	$405,670	$-49,298
2022	$266,548	$256,318	$425,828	$10,230
2021	$325,801	$411,059	$425,579	$-85,258
2020	$468,656	$379,462	$475,384	$89,194
2019	$237,861	$247,959	$372,307	$-10,098
2018	$329,075	$351,114	$352,247	$-22,039

WABASH COUNTY UNITED FUND INC