NORWALK AREA UNITED FUND (EIN 340906312) - 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

1976

Legal Domicile

Principal Officer

CAROL WHEELER

Phone

4196680269

Tax Period

2024-07-01 to 2025-06-30

NORWALK AREA UNITED FUND, founded in 1976, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $738K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $225K, a strong 31% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY BY BEING INVOLVED WITH LOCAL AGENCIES AND ORGANIZATIONS SO AS TO ASSESS AREA ISSUES, CONCERNS AND NEEDS, RAISING MONEY TO FUND ESSENTIAL LOCAL PROGRAMS, ENSURING OUR DONORS GIFTS ARE WELL SPENT AND KEPT LOCAL.

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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 $695,021

Program Service Revenue $0

Investment Income $43,263

Other Revenue $0

TOTAL REVENUE $738,284

Expense Breakdown

Grants Paid $309,166

Salaries & Benefits $104,365

Fundraising Expenses $11,732

Program Expenses $444,999

Other Expenses $99,355

TOTAL EXPENSES $512,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$738,284	$581,249	+0.3%
Expenses	$512,886	$470,295	+0.1%
Net Income	$225,398	$110,954	+1.0%

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

$69,938

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL WHEELER	EXECUTIVE DI	40.00	Officer	$69,938	$0	$69,938
DAVE BLEILE	BOARD MEMBER	0.50	Director	$0	$0	$0
TRACY BROWN	BOARD MEMBER	0.75	Director	$0	$0	$0
CAM CAIZZO	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIN CANNON	BOARD MEMBER	0.75	Director	$0	$0	$0
STACEY CARR	1ST VICE PRE	0.75	Officer Director	$0	$0	$0
DANITA CONWAY	BOARD MEMBER	0.50	Director	$0	$0	$0
DENNIS DOUGHTY	BOARD MEMBER	0.75	Director	$0	$0	$0
STEVE EUTON	BOARD MEMBER	0.50	Director	$0	$0	$0
CHANDRA FRENCH	BOARD MEMBER	0.75	Director	$0	$0	$0
AUDREY GASTON	BOARD MEMBER	0.75	Director	$0	$0	$0
STEVE GFELL	BOARD MEMBER	0.50	Director	$0	$0	$0
EMILY GRINE	BOARD MEMBER	0.50	Director	$0	$0	$0
ZACH JONES	PAST PRESIDE	0.75	Officer Director	$0	$0	$0
MAKENNA LASER	BOARD MEMBER	0.25	Director	$0	$0	$0
ALEX LENDRUM	2ND VICE PRE	0.75	Officer Director	$0	$0	$0
KATE MCKINNEY	BOARD MEMBER	0.50	Director	$0	$0	$0
BRETT MONTAGUE	BOARD MEMBER	0.75	Director	$0	$0	$0
KEN SMITH	BOARD MEMBER	0.75	Director	$0	$0	$0
KYLE STANG	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDY THOMAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MORGAN TUCKER	BOARD MEMBER	0.75	Director	$0	$0	$0
JOHN WASINIAK	TREASURER	0.75	Officer 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	$738,284	$512,886	$2,265,922	$225,398
2024	No data	No data	No data	No data
2023	$546,084	$473,822	$1,718,095	$72,262
2022	$599,426	$435,310	$1,735,381	$164,116
2022	$186,608	$208,908	$1,565,414	$-22,300
2021	$504,232	$359,890	$1,607,703	$144,342

NORWALK AREA UNITED FUND