United Fund of Warren County Inc

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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

1924

Legal Domicile

Principal Officer

Lacey Hanson

Phone

8147260292

Tax Period

2024-04-01 to 2025-03-31

United Fund of Warren County Inc, founded in 1924, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $769K in total revenue in fiscal year 2024. Expenses of $739K left a modest 4% surplus.

Mission

To operate the annual United Fund Campaign, soliciting pledges from individuals, industry, and other organizations in Warren County. The funds are received and distributed to twenty-one community based nonprofit organizations in furtherance of community service programs.

Program Service Accomplishments

Program 1

Expenses: $618,281

Raised money to supply grants to twenty participating agencies and community programs.

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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 $740,504

Program Service Revenue $0

Investment Income $28,430

Other Revenue $0

TOTAL REVENUE $768,934

Expense Breakdown

Grants Paid $608,281

Salaries & Benefits $67,165

Fundraising Expenses $87,460

Program Expenses $618,281

Other Expenses $63,848

TOTAL EXPENSES $739,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$768,934	$770,813	0.0%
Expenses	$739,294	$713,612	+0.0%
Net Income	$29,640	$57,201	-0.5%

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

100

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

$61,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Betts	President	2.00	Officer Director	$0	$0	$0
Lisa To	Vice-President	2.00	Officer Director	$0	$0	$0
Dr R Keith Price	Vice-President	2.00	Officer Director	$0	$0	$0
Michael Barrett	Director	1.00	Director	$0	$0	$0
Lindsey Kramer	Director	1.00	Director	$0	$0	$0
Shawn Walker	Director	1.00	Director	$0	$0	$0
Denise Whipp	Director	1.00	Director	$0	$0	$0
Mike DelPrince	Director	1.00	Director	$0	$0	$0
Marisa Smith	Director	1.00	Director	$0	$0	$0
Beth Pellegrino	Director	1.00	Director	$0	$0	$0
Annie Sharp	Director	1.00	Director	$0	$0	$0
Emily Bennett	Director	1.00	Director	$0	$0	$0
Ashley McBride	Treasurer	2.00	Officer Director	$0	$0	$0
Andy Hanks	Director	1.00	Director	$0	$0	$0
Callie Schwab	Director	1.00	Director	$0	$0	$0
Carrie Chase	Director	1.00	Director	$0	$0	$0
Jamie Nelson	Director	1.00	Director	$0	$0	$0
Calynne Neff	Director	1.00	Director	$0	$0	$0
Lacey Hanson	Executive Director	40.00	Officer	$60,118	$1,804	$61,922

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	$768,934	$739,294	$1,841,813	$29,640
2024	$770,813	$713,612	$1,806,494	$57,201
2023	$765,863	$703,331	$1,671,674	$62,532
2022	$743,137	$685,720	$1,688,565	$57,417
2021	$707,960	$656,574	$1,624,569	$51,386
2020	$677,083	$684,264	$1,388,279	$-7,181
2019	$702,289	$705,562	$1,477,012	$-3,273
2018	$701,534	$689,790	$1,484,703	$11,744