UNITED WAY OF WELLS COUNTY INC (EIN 310969009) - 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

1966

Legal Domicile

Principal Officer

JESSICA BRICKER

Phone

2608245589

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF WELLS COUNTY INC, founded in 1966, is a small nonprofit that reported $305K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $276K left a modest 9% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE AND LEAD POSITIVE SOLUTIONS THAT IMPROVE LIVES AND STRENGTHEN OUR COMMUNITY.

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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 $267,310

Program Service Revenue $12

Investment Income $14,613

Other Revenue $23,006

TOTAL REVENUE $304,941

Expense Breakdown

Grants Paid $57,787

Salaries & Benefits $89,616

Fundraising Expenses $49,377

Program Expenses $158,378

Other Expenses $128,884

TOTAL EXPENSES $276,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,941	$174,772	+0.7%
Expenses	$276,287	$273,325	+0.0%
Net Income	$28,654	$-98,553	-1.3%

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

$57,115

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN RENKENBERGER	EXECUTIVE DI	40.00	Officer	$57,115	$0	$57,115
CAROLYN BERTSCH	BOARD SECRET	N/A	Officer	$0	$0	$0
TAMRA BOUCHER	DIRECTOR	N/A	Director	$0	$0	$0
JESSICA BRICKER	BOARD CHAIR	N/A	Officer	$0	$0	$0
PHIL SWAIN	DIRECTOR	N/A	Director	$0	$0	$0
STEVE HIGGINS	BOARD TREASU	N/A	Officer	$0	$0	$0
MIKE SPRINGER	DIRECTOR	N/A	Director	$0	$0	$0
KIM CONNOR	DIRECTOR	N/A	Director	$0	$0	$0
KIM BARGER	DIRECTOR	N/A	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	$304,941	$276,287	$463,556	$28,654
2024	$174,772	$273,325	$432,870	$-98,553
2023	$297,178	$273,640	$546,755	$23,538
2022	$413,733	$393,037	$510,415	$20,696
2021	$564,137	$554,991	$504,185	$9,146
2020	$263,881	$319,475	$487,667	$-55,594
2019	$321,024	$315,389	$543,574	$5,635

UNITED WAY OF WELLS COUNTY INC