UNITED WAY OF GREATER LAFAYETTE INC (EIN 350891621) - 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

1956

Legal Domicile

Principal Officer

DAVID BATHE

Phone

7657429077

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF GREATER LAFAYETTE INC, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.0M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $5.7M left a modest 5% surplus.

Mission

MISSION- MOBILIZING OUR COMMUNITY TO IMPROVE LIVES. VISION- UNITED WAY WILL ADD VALUE TO THE GREATER LAFAYETTE COMMUNITY BY ENABLING PEOPLE TO HELP ONE ANOTHER. IT WILL PROVIDE LEADERSHIP IN DEFINING COMMUNITY NEEDS AND IN COORDINATING RESOURCES TO ADDRESS COMMUNITY ISSUES. OUR GOAL- EVERY PERSON SUCCEEDING IN GREATER LAFAYETTE THE UNITED WAY OF GREATER LAFAYETTE LEADS THE COMMUNITY TO EMPOWER EVERY PERSON TO DISCOVER AND PURSUE THEIR PATH TO SUCCESS. WE DO THIS BY ALIGNING RESOURCES ALONG THE CRADLE TO CAREER COMMITMENT. WE BRING PEOPLE, ORGANIZATIONS AND COMMUNITY RESOURCES TOGETHER TO DELIVER RESULTS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. THROUGH THE CRADLE TO CAREER COMMITMENT, WE WANT TO ENSURE THAT QUALITY PRE-NATAL CARE IS AVAILABLE TO EXPECTING MOTHERS, THAT CHILDREN RECEIVE QUALITY EARLY LEARNING (INCLUDING PRESCHOOL AND PRE-K) OPPORTUNITIES AND THAT THEY ARE PREPARED TO START SCHOOL. ONCE IN SCHOOL WE WANT CHILDREN TO MEET 3RD GRADE READING GOALS, MAKE SU

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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 $5,655,634

Program Service Revenue $28,082

Investment Income $324,332

Other Revenue $6,054

TOTAL REVENUE $6,014,102

Expense Breakdown

Grants Paid $4,099,573

Salaries & Benefits $1,062,399

Fundraising Expenses $523,054

Program Expenses $4,735,900

Other Expenses $555,667

TOTAL EXPENSES $5,717,639

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,014,102	$5,154,051	+0.2%
Expenses	$5,717,639	$5,722,224	0.0%
Net Income	$296,463	$-568,173	-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

800

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

$289,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BATHE	CEO	40.00	Officer	$138,960	$16,047	$155,007
JENNIFER MILLION	COO	40.00	Officer	$105,668	$28,434	$134,102
DOUG ALLISON	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW BALL	DIRECTOR	0.50	Director	$0	$0	$0
COREY BASSETT	DIRECTOR	0.50	Director	$0	$0	$0
AARON BAUTE	1ST VICE PRE	0.50	Officer Director	$0	$0	$0
LARRY BEDDOW	DIRECTOR	0.50	Director	$0	$0	$0
KARA BISHOP	DIRECTOR	0.50	Director	$0	$0	$0
KAYLA BRETNEY	DIRECTOR	0.50	Director	$0	$0	$0
JACQUE CHOSNEK	DIRECTOR	0.50	Director	$0	$0	$0
KARI CROSIER	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE DENHAM	DIRECTOR	0.50	Director	$0	$0	$0
ABIGAIL DIENER	DIRECTOR	0.50	Director	$0	$0	$0
LAURA DOWNEY	DIRECTOR	0.50	Director	$0	$0	$0
LAURIE EARNST	DIRECTOR NON	0.50	Director	$0	$0	$0
HEATHER FRANCIS	IMMEDIATE PA	0.50	Officer Director	$0	$0	$0
ROBERTO GALLARDO	DIRECTOR	0.50	Director	$0	$0	$0
JOE HOWARTH	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE HUNLEY	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN LETCHER	DIRECTOR	0.50	Director	$0	$0	$0
TOM MURTAUGH	PRESIDENT	0.50	Officer Director	$0	$0	$0
JESSICA REBMANN	DIRECTOR	0.50	Director	$0	$0	$0
ISAAC RIVERA	DIRECTOR	0.50	Director	$0	$0	$0
EVELYN ROYER	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH SEARLE	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS SORS	DIRECTOR	0.50	Director	$0	$0	$0
BRENT TALCOTT	DIRECTOR	0.50	Director	$0	$0	$0
ART VASQUEZ	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT WALKER	DIRECTOR	0.50	Director	$0	$0	$0
JAMES WHELAN	TREASURER	0.50	Officer Director	$0	$0	$0
GARY YODER	DIRECTOR	0.50	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	$6,014,102	$5,717,639	$12,097,080	$296,463
2023	$5,154,051	$5,722,224	$11,517,918	$-568,173
2022	$5,787,428	$5,595,062	$11,576,736	$192,366
2021	$7,982,899	$6,833,183	$12,512,730	$1,149,716
2020	$7,231,509	$6,871,109	$10,984,926	$360,400
2019	$5,446,816	$5,726,289	$10,608,658	$-279,473
2018	$6,111,239	$6,079,219	$10,208,295	$32,020

UNITED WAY OF GREATER LAFAYETTE INC