UNITED WAY OF MUSKINGUM PERRY AND MORGAN COUNTIES INC

EIN: 314379456 501(c)(3) Philanthropy & Grantmaking

ZANESVILLE, OH

Total Revenue
$673,255
Total Expenses
$899,837
Total Assets
$5,490,224
Net Assets
$5,453,992
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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
1954
Legal Domicile
OH
Principal Officer
TRACEY BALLAS
Phone
7404546872
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF MUSKINGUM PERRY AND MORGAN COUNTIES INC, founded in 1954, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $673K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $900K exceeded revenue, resulting in a 34% operating deficit.

Mission

UNITED WAY AGENCY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $597,857
Program Service Revenue $2,733
Investment Income $72,665
Other Revenue $0
TOTAL REVENUE $673,255

Expense Breakdown

Grants Paid $463,635
Salaries & Benefits $300,935
Fundraising Expenses $102,927
Program Expenses $567,721
Other Expenses $135,267
TOTAL EXPENSES $899,837

Year-over-Year Comparison

2024 2023 Change
Revenue $673,255 $1,333,794 -0.5%
Expenses $899,837 $695,747 +0.3%
Net Income $-226,582 $638,047 -1.4%
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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Governance

Voting Members
13
Independent Members
13
Employees
10
Volunteers
12

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
5
$82,561
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACEY BALLAS CEO 40.00
Officer
$43,000 $0 $43,000
MEG DEEDRICK FORMER CEO 40.00
Officer
$39,561 $0 $39,561
DANNY BRENNEMAN BOARD MEMBER 1.00
Director
$0 $0 $0
CARTER BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
MARC CARPENTER BOARD MEMBER 1.00
Director
$0 $0 $0
KELLEY DASPIT BOARD MEMBER 1.00
Director
$0 $0 $0
KYLIE EMMERT BOARD MEMBER 1.00
Director
$0 $0 $0
JENNIFER FOLDEN BOARD MEMBER 1.00
Director
$0 $0 $0
SASHA GRUNDFAST BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL HOWDYSHELL BOARD MEMBER 1.00
Director
$0 $0 $0
NOELLE JARRETT TREASURER 1.00
Officer Director
$0 $0 $0
DYLAN PARRY BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID STEWART CHAIR 1.00
Officer Director
$0 $0 $0
LEAH VENSIL PAST CHAIR 1.00
Officer Director
$0 $0 $0
ADRIAN WILLIAMS BOARD MEMBER 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 $673,255 $899,837 $5,490,224 $-226,582
2023 $1,333,794 $695,747 $5,197,373 $638,047
2022 $-253,797 $776,819 $4,582,572 $-1,030,616
2021 $1,291,137 $733,024 $5,608,085 $558,113
2020 $1,286,085 $736,778 $5,078,093 $549,307
2019 $1,278,823 $812,020 $4,699,617 $466,803
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