GROVE CITY AREA UNITED WAY (EIN 251488637) - 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

1984

Legal Domicile

Principal Officer

AMY FOLEY

Phone

7244584527

Tax Period

2023-04-01 to 2024-03-31

GROVE CITY AREA UNITED WAY, founded in 1984, is a small nonprofit that reported $196K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $181K left a modest 8% surplus.

Mission

TO INCREASE OVERALL QUALITY OF LIFE FOR PEOPLE IN THE GROVE CITY REGION THROUGH ITS ANNUAL FUNDRAISING CAMPAIGN AND COMMUNITY EVENTS.

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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 $211,000

Program Service Revenue $0

Investment Income $13,389

Other Revenue $-28,147

TOTAL REVENUE $196,242

Expense Breakdown

Grants Paid $97,698

Salaries & Benefits $50,426

Fundraising Expenses $41,408

Program Expenses $110,634

Other Expenses $32,615

TOTAL EXPENSES $180,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,242	$214,532	-0.1%
Expenses	$180,739	$211,302	-0.1%
Net Income	$15,503	$3,230	+3.8%

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

$30,023

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER CONNELLY	PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL HAZY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVE POLAND	TREASURER	5.00	Officer Director	$0	$0	$0
ERIN PERSCH	SECRETARY	5.00	Officer Director	$0	$0	$0
PAULA ANDERSON	DIRECTOR	5.00	Director	$0	$0	$0
BRADY BEECH	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS BIRO	DIRECTOR	5.00	Director	$0	$0	$0
ALEX DEGROFF	DIRECTOR	5.00	Director	$0	$0	$0
DEBBIE DENNISTON	DIRECTOR	5.00	Director	$0	$0	$0
NATE GRESSEL	DIRECTOR	5.00	Director	$0	$0	$0
JEREMY HEDEGORE	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
CONSTANCE NICHOLS	DIRECTOR	5.00	Director	$0	$0	$0
KIM SALTRICK	DIRECTOR THROUGH FEB 2024	5.00	Director	$0	$0	$0
SONNI ZAMBINO	DIRECTOR	5.00	Director	$0	$0	$0
AMY FOLEY	EXECUTIVE DIRECTOR	25.00	Officer	$30,023	$0	$30,023

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
2025	No data	No data	No data	No data
2024	$196,242	$180,739	$519,072	$15,503
2023	$214,532	$211,302	$502,938	$3,230
2022	$241,786	$187,472	$487,819	$54,314
2021	$208,176	$177,925	$436,443	$30,251
2019	$247,504	$208,968	$412,214	$38,536
2018	$201,577	$209,190	$371,672	$-7,613

GROVE CITY AREA UNITED WAY