United Fund of the Corry Area Inc (EIN 256069218) - 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

1947

Legal Domicile

Principal Officer

Marne Roche

Phone

8146642831

Tax Period

2024-01-01 to 2024-12-31

United Fund of the Corry Area Inc, founded in 1947, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $67K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

Providing financial assistance to area non-profit organizations.

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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 $64,372

Program Service Revenue $0

Investment Income $2,870

Other Revenue $0

TOTAL REVENUE $67,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,238

Fundraising Expenses $16,154

Program Expenses $43,443

Other Expenses $53,745

TOTAL EXPENSES $69,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,242	$47,752	+0.4%
Expenses	$69,983	$43,111	+0.6%
Net Income	$-2,741	$4,641	-1.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marne Roche	Vice President	1.00	Officer Director	$0	$0	$0
Shelby Scouten	President	1.00	Officer Director	$0	$0	$0
Jason Monn	Director	1.00	Director	$0	$0	$0
Chad Walters	Director	1.00	Director	$0	$0	$0
Cassidy Utegg	Director	1.00	Director	$0	$0	$0
Tom Maciulewizc	Director	1.00	Director	$0	$0	$0
Claire Brigham	Director	1.00	Director	$0	$0	$0
Mark Chapman	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	$67,242	$69,983	$98,607	$-2,741
2023	$47,752	$43,111	$101,348	$4,641
2022	$46,401	$73,333	$96,707	$-26,932
2021	$77,125	$101,292	$123,639	$-24,167
2020	$102,069	$74,499	$147,806	$27,570
2019	$136,519	$132,590	$120,236	$3,929
2018	$129,805	$118,860	$116,307	$10,945

United Fund of the Corry Area Inc