UNITED WAY OF PUTNAM COUNTY INC (EIN 341189856) - 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

1975

Legal Domicile

Phone

4195234505

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF PUTNAM COUNTY INC, founded in 1975, is a small nonprofit that reported $212K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

CHARITABLE FUNDRAISING

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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 $212,004

Program Service Revenue $0

Investment Income $318

Other Revenue $0

TOTAL REVENUE $212,322

Expense Breakdown

Grants Paid $132,000

Salaries & Benefits $33,434

Fundraising Expenses $16,251

Program Expenses $164,535

Other Expenses $50,331

TOTAL EXPENSES $215,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,322	$234,753	-0.1%
Expenses	$215,765	$207,963	+0.0%
Net Income	$-3,443	$26,790	-1.1%

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

$30,946

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY BAUMGARTNER	EXECUTIVE DIRECTOR	30.00	Director	$30,946	$0	$30,946
SUE SCHROEDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PHYLLIS MACKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DARLENE OSTERHAGE	SECRETARY	1.00	Officer Director	$0	$0	$0
QUIN GIBSON	TREASURER	1.00	Officer Director	$0	$0	$0
AMY BAILEY	MEMBER	1.00	Director	$0	$0	$0
ADAM CUPP	MEMBER	1.00	Director	$0	$0	$0
ZACHARY DENNIS	MEMBER	1.00	Director	$0	$0	$0
KRISTY DULLE	MEMBER	1.00	Director	$0	$0	$0
KELLI KOTTENBROCK	MEMBER	1.00	Director	$0	$0	$0
JASON RECKER	MEMBER	1.00	Director	$0	$0	$0
LYNDSEY SCHROEDER	MEMBER	1.00	Director	$0	$0	$0
BRENT BRADLEY	MEMBER	1.00	Director	$0	$0	$0
NANCY SCHNIPKE	MEMBER	1.00	Director	$0	$0	$0
THERESA VON SOSSAN	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
2025	$212,322	$215,765	$101,961	$-3,443
2024	$234,753	$207,963	$105,350	$26,790
2023	$211,284	$261,231	$81,788	$-49,947
2022	$286,323	$248,738	$137,068	$37,585
2021	$224,840	$270,836	$99,860	$-45,996
2020	$274,258	$270,590	$143,406	$3,668
2019	$297,907	$274,713	$141,513	$23,194
2018	$284,119	$277,431	$119,854	$6,688

UNITED WAY OF PUTNAM COUNTY INC