UNITED WAY OF ALLEN COUNTY INC (EIN 350867932) - 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

1962

Legal Domicile

Principal Officer

BRANDI BUCK

Phone

2604224776

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF ALLEN COUNTY INC, founded in 1962, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $3.1M exceeded revenue, resulting in a 43% operating deficit.

Mission

TO BOLDLY IMPACT CRITICAL COMMUNITY ISSUES WITH A VISION OF EFFECTIVELY TRANSFORMING OUR COMMUNITY THROUGH MEASURABLE IMPACT.

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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 $2,172,640

Program Service Revenue $0

Investment Income $61,305

Other Revenue $-36,577

TOTAL REVENUE $2,197,368

Expense Breakdown

Grants Paid $823,961

Salaries & Benefits $1,130,021

Fundraising Expenses $545,616

Program Expenses $2,064,550

Other Expenses $1,191,980

TOTAL EXPENSES $3,145,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,197,368	$3,258,264	-0.3%
Expenses	$3,145,962	$3,170,137	0.0%
Net Income	$-948,594	$88,127	-11.8%

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

1408

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

$217,095

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB HAWORTH	PRESIDENT &	40.00	Officer	$147,776	$7,074	$154,850
BETH PETER	INTERIM CFO	40.00	Officer	$37,238	$0	$37,238
TAMMY YEASER	DIRECTOR OF	40.00	Officer	$20,683	$4,324	$25,007
JOHN COURT	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
HEIDI FOWLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALLEN BROUWER	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS GOMEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DON CATES	IMMEDIATE PA	1.00	Director	$0	$0	$0
PETER ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
JAVON BELL	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE BLACKBURN-PENHOLLOW	DIRECTOR	1.00	Director	$0	$0	$0
JILL BROWN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CRANDALL	DIRECTOR	1.00	Director	$0	$0	$0
NICK DARRAH	DIRECTOR	1.00	Director	$0	$0	$0
GARY DUFF	DIRECTOR	1.00	Director	$0	$0	$0
SARAH GIAQUINTA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GUINGRICH	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE GUY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
PRACHI HOFFMEISTER	DIRECTOR	1.00	Director	$0	$0	$0
RON HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
PAULA HUGHES-SCHUH	DIRECTOR	1.00	Director	$0	$0	$0
DAVYD JONES	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN KNOX	DIRECTOR	1.00	Director	$0	$0	$0
KIM MOORE	DIRECTOR	1.00	Director	$0	$0	$0
HOLLI MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
EMILY MUSSER	DIRECTOR	1.00	Director	$0	$0	$0
LLOYD OSBORNE	DIRECTOR	1.00	Director	$0	$0	$0
IRENE PAXIA	DIRECTOR	1.00	Director	$0	$0	$0
EVAN SCHOOF	DIRECTOR	1.00	Director	$0	$0	$0
GRETA SOUTHARD	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SYKES	DIRECTOR	1.00	Director	$0	$0	$0
DR DEBRA FAYE WILLIAMS-ROBBINS	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	No data	No data	No data	No data
2024	$2,197,368	$3,145,962	$5,292,981	$-948,594
2023	$3,258,264	$3,170,137	$5,549,350	$88,127
2022	$3,360,491	$4,579,338	$5,655,308	$-1,218,847
2021	$5,951,009	$7,247,424	$6,918,001	$-1,296,415
2020	$6,469,219	$5,886,711	$7,691,172	$582,508
2019	$5,022,602	$5,009,849	$6,319,701	$12,753

UNITED WAY OF ALLEN COUNTY INC