UNITED WAY OF LAKE COUNTY INC (EIN 341105038) - 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

1972

Legal Domicile

Principal Officer

DIONE DEMITRO

Phone

4403523166

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF LAKE COUNTY INC, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $3.6M represent 25 months of operating reserves.

Mission

UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.

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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 $1,583,115

Program Service Revenue $0

Investment Income $81,507

Other Revenue $72,089

TOTAL REVENUE $1,736,711

Expense Breakdown

Grants Paid $1,057,080

Salaries & Benefits $501,507

Fundraising Expenses $215,878

Program Expenses $1,567,035

Other Expenses $323,708

TOTAL EXPENSES $1,882,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,736,711	$2,311,169	-0.2%
Expenses	$1,882,295	$1,993,959	-0.1%
Net Income	$-145,584	$317,210	-1.5%

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

650

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

$115,897

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIONE DEMITRO	CEO AND PRES	40.00	Officer	$104,372	$11,525	$115,897
BRANDI HAUGHT	CHAIR	5.00	Officer Director	$0	$0	$0
ANDREW PHELPS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MARIA KULA	2ND VICE CHA	5.00	Officer Director	$0	$0	$0
RICK BUMGARDNER	TREASURER	5.00	Officer Director	$0	$0	$0
PATTI CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN BAUM	DIRECTOR	1.00	Director	$0	$0	$0
KERRY BLISS	DIRECTOR	1.00	Director	$0	$0	$0
JOSH BOGNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE GRAF	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG HEATH	DIRECTOR	1.00	Director	$0	$0	$0
TERRY KILBOURNE	DIRECTOR	1.00	Director	$0	$0	$0
IAN LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MOHORCIC	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE SARI	DIRECTOR	1.00	Director	$0	$0	$0
GARY SCHMITT	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE SINDELAR	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
MARWIN WALLING	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINA WILLEY	DIRECTOR	1.00	Director	$0	$0	$0
THERESE ZDESAR	DIRECTOR	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	$1,736,711	$1,882,295	$4,574,870	$-145,584
2024	$2,311,169	$1,993,959	$4,576,234	$317,210
2023	$1,801,175	$1,847,652	$3,907,092	$-46,477
2022	$2,007,632	$1,693,179	$3,754,781	$314,453
2021	$1,800,252	$1,750,531	$3,929,567	$49,721
2020	$2,136,820	$1,938,322	$3,746,795	$198,498
2019	$2,114,520	$1,981,174	$3,371,341	$133,346

UNITED WAY OF LAKE COUNTY INC