UNITED WAY OF ASHTABULA COUNTY (EIN 340846640) - 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

1959

Legal Domicile

Principal Officer

PATRICIA ANDERSEN

Phone

4409984141

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF ASHTABULA COUNTY, founded in 1959, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $506K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $455K left a modest 10% surplus.

Mission

ACT AS A FUNDRAISER FOR OTHER HUMAN SERVICE NONPROFIT ORGANIZATIONS IN ASHTABULA COUNTY.

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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 $488,504

Program Service Revenue $0

Investment Income $2,517

Other Revenue $15,136

TOTAL REVENUE $506,157

Expense Breakdown

Grants Paid $330,048

Salaries & Benefits $86,169

Fundraising Expenses $44,317

Program Expenses $376,480

Other Expenses $39,103

TOTAL EXPENSES $455,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$506,157	$437,430	+0.2%
Expenses	$455,320	$501,386	-0.1%
Net Income	$50,837	$-63,956	-1.8%

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

N/A

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

$62,533

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA ANDERSEN	EXECUTIVE DIRECTOR	50.00	Director	$57,983	$4,550	$62,533
SHAWNA BOLERATZ	TRUSTEE	2.00	Director	$0	$0	$0
DANIEL CREED	TRUSTEE	2.00	Director	$0	$0	$0
FRED GRIMM	TRUSTEE	2.00	Director	$0	$0	$0
TINA HOLDEN	TRUSTEE	2.00	Director	$0	$0	$0
MICHELE KAYDO	TRUSTEE	2.00	Director	$0	$0	$0
ELENA MARQUETTI-ALI	TRUSTEE	2.00	Director	$0	$0	$0
LUCY MARTINEZ	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER MCCAIN	TRUSTEE	2.00	Director	$0	$0	$0
MATTHEW PERRY	TRUSTEE	2.00	Director	$0	$0	$0
PAULA PLONA	TRUSTEE	2.00	Director	$0	$0	$0
BEN RIVERA	TRUSTEE	2.00	Director	$0	$0	$0
IRENE SKLERES	TRUSTEE	2.00	Director	$0	$0	$0
JACKIE BELL	PRESIDENT	10.00	Officer	$0	$0	$0
JAMIE STOVER	VICE PRESIDENT	10.00	Officer	$0	$0	$0
BARBARA LEGEZA	TREASURER	10.00	Officer	$0	$0	$0
JIM MOYER	SECRETARY	10.00	Officer	$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	$506,157	$455,320	$249,362	$50,837
2024	$437,430	$501,386	$201,466	$-63,956
2023	$536,908	$620,745	$274,242	$-83,837
2022	$634,245	$595,128	$339,321	$39,117
2021	$623,736	$644,021	$318,551	$-20,285
2020	$606,554	$615,588	$340,782	$-9,034
2019	$643,568	$580,148	$332,243	$63,420

UNITED WAY OF ASHTABULA COUNTY