HEART OF INDIANA UNITED WAY INC (EIN 350996148) - 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

1925

Legal Domicile

Principal Officer

JENNIFER MARSH

Phone

7652885586

Tax Period

2023-07-01 to 2024-06-30

HEART OF INDIANA UNITED WAY INC, founded in 1925, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH.

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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 $2,073,952

Program Service Revenue $0

Investment Income $110,436

Other Revenue $160,843

TOTAL REVENUE $2,345,231

Expense Breakdown

Grants Paid $710,000

Salaries & Benefits $880,751

Fundraising Expenses $257,921

Program Expenses $1,854,683

Other Expenses $753,276

TOTAL EXPENSES $2,344,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,345,231	$2,644,910	-0.1%
Expenses	$2,344,027	$2,822,766	-0.2%
Net Income	$1,204	$-177,856	-1.0%

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

400

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

$133,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SNYDER-LOGAN BEKAH	CHAIR	1.00	Officer Director	$0	$0	$0
SMITH OBADIAH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WELLS ALISA	SECRETARY	1.00	Officer Director	$0	$0	$0
DUDLEY JENNIFER	TREASURER	1.00	Officer Director	$0	$0	$0
KELSEY MATT	PAST CHAIR	1.00	Officer Director	$0	$0	$0
BOSTIC TREVA	DIRECTOR	1.00	Director	$0	$0	$0
BRAMWELL GREG	DIRECTOR	1.00	Director	$0	$0	$0
ECKERTY KEVIN	DIRECTOR	1.00	Director	$0	$0	$0
GIBSON JENNIFER	DIRECTOR	1.00	Director	$0	$0	$0
KWIATKOWSKI LEEANN	DIRECTOR	1.00	Director	$0	$0	$0
LASH KATIE	DIRECTOR	1.00	Director	$0	$0	$0
SPRONG MARIANNE	DIRECTOR	1.00	Director	$0	$0	$0
STALLINGS DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS TYRONE	DIRECTOR	1.00	Director	$0	$0	$0
WILLARD RASHIDA	DIRECTOR	1.00	Director	$0	$0	$0
MARSH JENNIFER	PRESIDENT & CEO	40.00	Officer	$115,375	$18,517	$133,892

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	$2,345,231	$2,344,027	$5,183,010	$1,204
2024	No data	No data	No data	No data
2023	$2,644,910	$2,822,766	$5,340,430	$-177,856
2022	$3,761,894	$4,313,558	$5,624,995	$-551,664
2022	$3,535,635	$4,254,832	$5,441,622	$-719,197
2021	$1,708,515	$2,832,166	$4,203,102	$-1,123,651
2020	$3,080,602	$1,860,454	$4,965,855	$1,220,148
2019	$1,553,924	$1,699,977	$3,700,073	$-146,053

HEART OF INDIANA UNITED WAY INC