PIQUA AREA UNITED WAY (EIN 310605173) - 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

1958

Legal Domicile

Principal Officer

SEAN FORD

Phone

9377736786

Tax Period

2017-07-01 to 2018-06-30

PIQUA AREA UNITED WAY, founded in 1958, is a small nonprofit that reported $533K in total revenue in fiscal year 2017. Expenses of $595K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO BE A POSITIVE FORCE IN STIMULATING THE INTEREST, SUPPORT AND PARTICIPATION OF THE PIQUA AREA IN THE FUNDING OF THE WORTHY EDUCATIONAL, CHARACTER BUILDING, HEALTH AND WELFARE ORGANIZATIONS, WHETHER LOCAL, REGIONAL, NATIONAL OR ENTERNATIONAL. THE ORGANIZATION'S MAIN PURPOSE IS TO SOLICIT PUBLIC CONTRIBUTIONS AND DISTRIBUTE TEH FUNDS TO VARIOUS MEMBER 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 (2017)

Revenue Breakdown

Contributions & Grants $531,942

Program Service Revenue $0

Investment Income $1,530

Other Revenue $0

TOTAL REVENUE $533,472

Expense Breakdown

Grants Paid $467,687

Salaries & Benefits $77,573

Fundraising Expenses $48,759

Program Expenses $510,037

Other Expenses $50,185

TOTAL EXPENSES $595,445

Year-over-Year Comparison

	2017	2016	Change
Revenue	$533,472	$555,022	0.0%
Expenses	$595,445	$608,866	0.0%
Net Income	$-61,973	$-53,844	+0.2%

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

$62,100

Total Directors

$62,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN FORD	EXECUTIVE DI	40.00	Officer Director	$62,100	$0	$62,100
JJ FRIGGE	PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA MCGRAW	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
MATT RATERMANN	2ND VICE-PRE	2.00	Officer Director	$0	$0	$0
KEN MAGOTEAUX	TREASURER	2.00	Officer Director	$0	$0	$0
TONY LYONS	IMMED PAST P	2.00	Officer Director	$0	$0	$0
ROB BORNHORST	DIRECTOR	2.00	Director	$0	$0	$0
JULIE BUSCHUR	DIRECTOR	2.00	Director	$0	$0	$0
BOB JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
MARSH KOON	DIRECTOR	2.00	Director	$0	$0	$0
DOREEN LARSON	DIRECTOR	2.00	Director	$0	$0	$0
ERIC NOBLE	DIRECTOR	2.00	Director	$0	$0	$0
DAN O'CONNELL	DIRECTOR	2.00	Director	$0	$0	$0
BETSY O'NEAL	DIRECTOR	2.00	Director	$0	$0	$0
RYAN RATERMANN	DIRECTOR	2.00	Director	$0	$0	$0
MARK REEDY	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN ROBBINS	DIRECTOR	2.00	Director	$0	$0	$0
DAVE SELSOR	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN SOMMER	DIRECTOR	2.00	Director	$0	$0	$0
STACY WALL	DIRECTOR	2.00	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
2018	$533,472	$595,445	No data	$-61,973

PIQUA AREA UNITED WAY