DUBOIS AREA UNITED WAY (EIN 251062271) - 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

1954

Legal Domicile

Principal Officer

NEIL HANES

Phone

8143715011

Tax Period

2023-01-01 to 2023-12-31

DUBOIS AREA UNITED WAY, founded in 1954, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $242K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $268K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE GOAL OF THE DUBOIS AREA UNITED WAY IS TO RAISE SUFFICIENT FUNDS TO MEET THE REQUEST OF ALL OUR MEMBER AGENCIES AND TO RUN A COST EFFICIENT OPERATION, MINIMIZING THE ADMINISTRATIVE FEES ASSESSED ON ALL DONATIONS.

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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 $234,808

Program Service Revenue $0

Investment Income $3,876

Other Revenue $2,950

TOTAL REVENUE $241,634

Expense Breakdown

Grants Paid $137,372

Salaries & Benefits $47,016

Fundraising Expenses $24,678

Program Expenses $229,602

Other Expenses $83,150

TOTAL EXPENSES $267,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,634	$341,297	-0.3%
Expenses	$267,538	$305,704	-0.1%
Net Income	$-25,904	$35,593	-1.7%

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

$41,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN CARR	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI KRINER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TONYA GILLAUGH	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSH PENVOSE	TREASURER	1.00	Officer Director	$0	$0	$0
HOWIE ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY MARSH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH IGNATIUS	DIRECTOR	1.00	Director	$0	$0	$0
AMY LABRASCA	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA RUNYON	DIRECTOR	1.00	Director	$0	$0	$0
PAM WALSH	DIRECTOR	1.00	Director	$0	$0	$0
ED YAHNER	DIRECTOR	1.00	Director	$0	$0	$0
HEATH JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
ANDY KLARK	DIRECTOR	1.00	Director	$0	$0	$0
DEVON VALLIES	DIRECTOR	1.00	Director	$0	$0	$0
BECKY YASICK	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN HESS	DIRECTOR	1.00	Director	$0	$0	$0
JILL MUIR	DIRECTOR	1.00	Director	$0	$0	$0
DR KATIE GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
RYAN FERUT	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HUMMEL	DIRECTOR	1.00	Director	$0	$0	$0
DIANE LANCASTER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WEIBLE	DIRECTOR	1.00	Director	$0	$0	$0
NEIL HANES	EXECUTIVE DIRECTOR	40.00	Officer	$40,000	$1,200	$41,200

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	$241,634	$267,538	$900,019	$-25,904
2022	$341,297	$305,704	$925,510	$35,593
2021	$283,760	$359,774	$910,961	$-76,014
2020	$338,859	$594,118	$992,079	$-255,259
2019	$478,228	$372,849	$1,410,738	$105,379

DUBOIS AREA UNITED WAY