UNITED WAY OF GREATER LAFAYETTE

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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

2025-01-01 to 2025-12-31

UNITED WAY OF GREATER LAFAYETTE, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.4M in total revenue in fiscal year 2025. Revenue decreased 11% compared to the prior year.

Mission

MISSION - MOBILIZING OUR COMMUNITY TO ACTION SO ALL CAN THRIVE VISION - FOR OVER 100 YEARS, WE HAVE PARTNERED WITH LOCAL NONPROFITS, BUSINESSES, COMMUNITY LEADERS, DONORS AND VOLUNTEERS TO CREATE SOLUTIONS THAT ADDRESS THE MOST COMPLEX CHALLENGES THAT NO SINGLE PERSON OR ORGANIZATION CAN SOLVE ALONE. TRUE TO OUR FOUNDING SPIRIT, WHENEVER THERE IS A NEED IN OUR COMMUNITY, UNITED WAY IS THERE. WE BRING A COMPREHENSIVE APPROACH TO EVERY CHALLENGE, ACTIVELY LISTENING AND RESPONDING TO LOCAL NEEDS. FROM STRENGTHENING LOCAL RESILIENCE TO ADVANCING HEALTH, YOUTH OPPORTUNITY, AND FINANCIAL SECURITY, WE'RE WORKING TOWARDS A FUTURE WHERE EVERY PERSON CAN THRIVE. GOAL - EVERY PERSON THRIVING IN GREATER LAFAYETTE AND MONTGOMERY COUNTY. 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 D

Program Service Accomplishments

Program 1

Expenses: $3,586,646

UNITED WAY OF GREATER LAFAYETTE'S COMMUNITY INVESTMENTS SEEK TO ALIGN OUR RESOURCES WITH THE STRATEGIC GOALS OF OUR CRADLE TO CAREER COMMITMENT AND BASIC NEEDS SERVICES. COMMITTEES OF COMMITTED...

UNITED WAY OF GREATER LAFAYETTE'S COMMUNITY INVESTMENTS SEEK TO ALIGN OUR RESOURCES WITH THE STRATEGIC GOALS OF OUR CRADLE TO CAREER COMMITMENT AND BASIC NEEDS SERVICES. COMMITTEES OF COMMITTED VOLUNTEERS VISIT AND REVIEW EACH OF OUR PARTNER ORGANIZATIONS TO ENSURE THAT DONATIONS ARE BEING USED IN THE MOST EFFECTIVE WAY. THE FOLLOWING FUNDING GUIDELINES HAVE BEEN ESTABLISHED BY THE BOARD OF DIRECTORS. 1.)DOES THE PROGRAM ALIGN WITH STRATEGIC GOALS? 2.)DOES THE PROGRAM PROVIDE MEASURABLE OUTCOMES? 3.)DOES THE PROGRAM COLLABORATE WITH OTHER ORGANIZATIONS? 4.)DOES THE PROGRAM AVOID DUPLICATION OF SERVICES? 5.)IS THE AGENCY FINANCIALLY SOUND AND MAINTAINING APPROPRIATE CONTROLS?

Program 2

Expenses: $2,599

THE UNITED WAY OF GREATER LAFAYETTE PROVIDES A VOLUNTEER CENTER PROGRAM THAT SEEKS TO BUILD AND STRENGTHEN OUR COMMUNITY BY PROMOTING AND DEVELOPING VOLUNTEERISM THROUGH AWARENESS AMONG AREA...

THE UNITED WAY OF GREATER LAFAYETTE PROVIDES A VOLUNTEER CENTER PROGRAM THAT SEEKS TO BUILD AND STRENGTHEN OUR COMMUNITY BY PROMOTING AND DEVELOPING VOLUNTEERISM THROUGH AWARENESS AMONG AREA RESIDENTS OF SOCIAL NEEDS IN THE GREATER LAFAYETTE COMMUNITY. THE VOLUNTEER CENTER PROMOTES THE RECRUITMENT OF VOLUNTEERS TO WORK WITH SOCIAL SERVICE AGENCIES TO DEVELOP AND MAINTAIN QUALITY PROGRAMS. OUR GOAL IS TO PULL ALL AVAILABLE RESOURCES TOGETHER FOR THE GREATER GOOD OF OUR COMMUNITY.

Program 3

Expenses: $113,405

THE LABOR LIAISON PROVIDES A CONNECTION POINT FOR UNITED WAY OF GREATER LAFAYETTE AND UNION MEMBERS ACROSS THE VARIOUS INDUSTRIES IN TIPPECANOE COUNTY. UNITED WAY SUPPORTS THE PEER UNION COUNSELING PROGRAM, WHICH TRAINS INDIVIDUALS AND UNION MEMBERS ABOUT AVAILABLE RESOURCES IN THE COMMUNITY TO HELP THEM BE A RESOURCE FOR OTHER EMPLOYEES AND RESIDENCE OF THE COMMUNITY WHO ARE IN NEED OF SERVICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,064,646

Program Service Revenue $31,642

Investment Income $261,322

Other Revenue $0

TOTAL REVENUE $5,357,610

Expense Breakdown

Grants Paid $3,880,184

Salaries & Benefits $1,134,662

Fundraising Expenses $497,522

Program Expenses $4,551,773

Other Expenses $573,126

TOTAL EXPENSES $5,587,972

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,357,610	$6,014,102	-0.1%
Expenses	$5,587,972	$5,717,639	0.0%
Net Income	$-230,362	$296,463	-1.8%

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

750

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

$301,616

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BATHE	CEO	40.00	Officer	$144,914	$16,558	$161,472
JENNIFER MILLION	COO	40.00	Officer	$114,218	$25,926	$140,144
DOUG ALLISON	DIRECTOR	0.50	Director	$0	$0	$0
COREY BASSETT	DIRECTOR	0.50	Director	$0	$0	$0
AARON BAUTE	PRESIDENT	0.50	Officer Director	$0	$0	$0
MIKEL BERGER	DIRECTOR	0.50	Director	$0	$0	$0
KARA BISHOP	DIRECTOR	0.50	Director	$0	$0	$0
MARY BROADSTREET	DIRECTOR	0.50	Director	$0	$0	$0
JACQUE CHOSNEK	DIRECTOR	0.50	Director	$0	$0	$0
ALICIA CLEVENGER	DIRECTOR	0.50	Director	$0	$0	$0
KARI CROSIER	DIRECTOR	0.50	Director	$0	$0	$0
LESLEY DENHAM	DIRECTOR	0.50	Director	$0	$0	$0
ABIGAIL DIENER	DIRECTOR	0.50	Director	$0	$0	$0
ERICA DOWNEY	DIRECTOR	0.50	Director	$0	$0	$0
LAURA DOWNEY	DIRECTOR	0.50	Director	$0	$0	$0
JEN EDWARDS	NON-VOTING M	0.50	Director	$0	$0	$0
HEATHER FRANCIS	DIRECTOR	0.50	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
TRAVIS MONTOYA	DIRECTOR	0.50	Director	$0	$0	$0
TOM MURTAUGH	IMMEDIATE PA	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
ELIZABETH SEARLE	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
VIRGINIA VOUGHT	DIRECTOR	0.50	Director	$0	$0	$0
JAMES WHELAN	TREASURER	0.50	Officer Director	$0	$0	$0
JORDAN WYSONG	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
2025	$5,357,610	$5,587,972	$12,531,537	$-230,362
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