United Way of the Wabash Valley Inc (EIN 351008531) - 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

1959

Legal Domicile

Principal Officer

Abby Desboro

Phone

8122356287

Tax Period

2023-01-01 to 2023-12-31

United Way of the Wabash Valley Inc, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $499K, a strong 19% operating margin.

Mission

Advances the common good in the Wabash Valley by partnering with volunteers, companies and organizations to fund quality programs and initiatives in three core impact areas: Education, Health and Community Basics.

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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 $2,517,625

Program Service Revenue $0

Investment Income $25,543

Other Revenue $26,064

TOTAL REVENUE $2,569,232

Expense Breakdown

Grants Paid $1,342,196

Salaries & Benefits $534,031

Fundraising Expenses $113,767

Program Expenses $1,750,663

Other Expenses $194,468

TOTAL EXPENSES $2,070,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,569,232	$2,271,686	+0.1%
Expenses	$2,070,695	$2,409,948	-0.1%
Net Income	$498,537	$-138,262	-4.6%

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

1102

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

$152,308

Total Directors

$152,308

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Craig	President	0.00	Officer Director	$0	$0	$0
Amanda Hogue	Vice President	0.00	Officer Director	$0	$0	$0
Kelsey Hancewicz	Director	0.00	Director	$0	$0	$0
Jon Scherle	Director	0.00	Director	$0	$0	$0
Jameel Ahmed	Director	0.00	Director	$0	$0	$0
Jamie Woodruff	Director	0.00	Director	$0	$0	$0
Mark Swaner	Director	0.00	Director	$0	$0	$0
Abby Desboro	Executive Dir.	40.00	Officer Director	$75,000	$0	$75,000
Christi Fenton	Director	0.00	Director	$0	$0	$0
Michael Collins	Treasurer	0.00	Officer Director	$0	$0	$0
Diana Joslin	Director	0.00	Director	$0	$0	$0
Kristi Howe	Director	0.00	Director	$0	$0	$0
Brent McCoy	Director	0.00	Director	$0	$0	$0
BJ Riley	Director	0.00	Director	$0	$0	$0
John Lang	Director	0.00	Director	$0	$0	$0
Amy Naidu	Director	0.00	Director	$0	$0	$0
Joanne Davignon	Director	0.00	Director	$0	$0	$0
Danielle Isbell	Executive Dir.	40.00	Officer Director	$77,308	$0	$77,308

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	$2,569,232	$2,070,695	$2,794,696	$498,537
2022	$2,271,686	$2,409,948	$2,187,140	$-138,262
2021	$2,153,547	$2,285,692	$2,172,674	$-132,145
2020	$2,808,774	$2,267,209	$2,212,867	$541,565

United Way of the Wabash Valley Inc