UNITED WAY OF NORTH CENTRAL OHIO INC (EIN 310641236) - 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

1938

Legal Domicile

Principal Officer

AMBER WERTMAN

Phone

7403833108

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF NORTH CENTRAL OHIO INC, founded in 1938, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $204K, a strong 18% operating margin.

Mission

AT UNITED WAY OF NORTH CENTRAL OHIO, WE BRING PEOPLE, ORGANIZATIONS, AND RESOURCES TOGETHER TO CREATE SOLUTIONS THAT IMPROVE THE LIVES OF EVERY PERSON IN EVERY COMMUNITY IN OUR REGION.

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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 $1,050,849

Program Service Revenue $0

Investment Income $47,490

Other Revenue $19,907

TOTAL REVENUE $1,118,246

Expense Breakdown

Grants Paid $421,363

Salaries & Benefits $259,141

Fundraising Expenses $170,297

Program Expenses $646,459

Other Expenses $233,716

TOTAL EXPENSES $914,220

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,118,246	$911,941	+0.2%
Expenses	$914,220	$1,006,442	-0.1%
Net Income	$204,026	$-94,501	-3.2%

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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER WERTMAN	EXECUTIVE DI	40.00	Officer	$70,000	$0	$70,000
RHONDA BURGGRAF	TRUSTEE	1.00	Director	$0	$0	$0
MATT CARBARY	TRUSTEE	1.00	Director	$0	$0	$0
SARA CRAIG	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
RACHEL JARVIS	TRUSTEE	1.00	Director	$0	$0	$0
ERICA KAPLE	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN KENT	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KIM NIEDERMIER	TRUSTEE	1.00	Director	$0	$0	$0
MATT ORIANS	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE RING	TRUSTEE	1.00	Director	$0	$0	$0
AARON ROLLINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTY STANSBERY	TRUSTEE	1.00	Director	$0	$0	$0
CALEB ULMER	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE WAMPLER	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$1,118,246	$914,220	$2,188,109	$204,026
2023	$911,941	$1,006,442	$2,052,321	$-94,501
2022	$1,163,628	$1,075,816	$1,951,925	$87,812
2021	$1,157,843	$1,123,805	$1,944,977	$34,038
2020	$1,425,105	$1,195,820	$1,954,165	$229,285
2019	$1,372,157	$1,568,108	$1,726,349	$-195,951
2018	$1,291,652	$1,284,971	$1,979,895	$6,681

UNITED WAY OF NORTH CENTRAL OHIO INC