UNITED WAY OF GREATER LAPORTE COUNTY INC (EIN 350782893) - 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

1995

Legal Domicile

Principal Officer

KRIS PATE

Phone

2192103534

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF GREATER LAPORTE COUNTY INC, founded in 1995, is a small nonprofit that reported $707K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum.

Mission

TO SERVE AS A CATALYST FOR COLLABORATION AND INNOVATION IN LA PORTE COUNTY TO ACHIEVE EQUITY, FINANCIAL STABILITY, EDUCATIONAL ADVANCEMENT AND PERSONAL WELL-BEING FOR OUR YOUTH, FAMILIES AND NEIGHBORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $704,817

Program Service Revenue $0

Investment Income $9,349

Other Revenue $-7,559

TOTAL REVENUE $706,607

Expense Breakdown

Grants Paid $174,080

Salaries & Benefits $277,501

Fundraising Expenses $95,662

Program Expenses $568,693

Other Expenses $302,124

TOTAL EXPENSES $753,705

Year-over-Year Comparison

	2023	2022	Change
Revenue	$706,607	$437,454	+0.6%
Expenses	$753,705	$665,574	+0.1%
Net Income	$-47,098	$-228,120	-0.8%

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

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

$86,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRIS PATE	EXECUTIVE DIRECTOR	40.00	Officer	$86,957	$0	$86,957
BILL GERTNER	MEMBER	2.00	Director	$0	$0	$0
KELLY WOLOSZYN	VICE PRESIDENT - OUTGOING	2.00	Officer Director	$0	$0	$0
BRAD ADAMSKY	SECRETARY	2.00	Officer Director	$0	$0	$0
DR BARBARA EASON-WATKINS	MEMBER	2.00	Director	$0	$0	$0
ANGIE NELSON DEUITCH	MEMBER	2.00	Director	$0	$0	$0
JEFF CARR	MEMBER	2.00	Director	$0	$0	$0
CHARLIE KEENE	TREASURER - OUTGOING	2.00	Officer Director	$0	$0	$0
DR JANE LARSON	VICE PRESIDENT - INCOMING	2.00	Officer Director	$0	$0	$0
GAIL JOHNSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER EVANS	MEMBER	2.00	Director	$0	$0	$0
KIMBERLY WILLIAMS	MEMBER	2.00	Director	$0	$0	$0
DAN PECK	MEMBER	2.00	Director	$0	$0	$0
JEFF SMITH	MEMBER	2.00	Director	$0	$0	$0
TODD CONNOR	MEMBER	2.00	Director	$0	$0	$0
JACOB MCVAY	MEMBER	2.00	Director	$0	$0	$0
CHRIS PELLERIN	MEMBER	2.00	Director	$0	$0	$0
CRYSTAL WILLIAMS FRENCH	MEMBER	2.00	Director	$0	$0	$0
SCOTT ELLIS	MEMBER	2.00	Director	$0	$0	$0
DON FEHRS	TREASURER - INCOMING	2.00	Officer Director	$0	$0	$0
ERIK NELSON	MEMBER	2.00	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	No data	No data	No data	No data
2023	$706,607	$753,705	$815,724	$-47,098
2022	$437,454	$665,574	$867,577	$-228,120
2021	$1,514,860	$1,156,934	$1,039,221	$357,926
2020	$1,575,847	$1,345,424	$782,745	$230,423
2019	$770,216	$733,070	$564,501	$37,146

UNITED WAY OF GREATER LAPORTE COUNTY INC