UNITED WAY OF JAY COUNTY INC (EIN 351020932) - 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

JANE ANN RUNYON

Phone

2607267010

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF JAY COUNTY INC, founded in 1959, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $166K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $26K, a strong 15% operating margin.

Mission

THE MISSION OF THE JAY COUNTY UNITED WAY IT TO IMPROVE LIVES BY INVESTING IN LASTING CHANGES IN OUR COMMUNITY

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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 $163,764

Program Service Revenue $411

Investment Income $1,558

Other Revenue $0

TOTAL REVENUE $165,733

Expense Breakdown

Grants Paid $38,991

Salaries & Benefits $39,669

Fundraising Expenses $19,325

Program Expenses $80,340

Other Expenses $61,570

TOTAL EXPENSES $140,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,733	$184,691	-0.1%
Expenses	$140,230	$153,236	-0.1%
Net Income	$25,503	$31,455	-0.2%

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

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

$36,850

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK GIBSON	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WEITZEL	DIRECTOR	1.00	Director	$0	$0	$0
JANE ANN RUNYON	EXECUTIVE DIRECTOR	40.00	Officer	$36,850	$0	$36,850
EMILY RICHARDS	TREASURER	1.00	Officer	$0	$0	$0
PATRICK WELLS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TAMI VORMOHR	PRESIDENT	1.00	Officer	$0	$0	$0
MONICA GOBLE	SECRETARY	1.00	Officer	$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	No data	No data	No data	No data
2023	$165,733	$140,230	$463,876	$25,503
2022	$184,691	$153,236	$477,085	$31,455
2021	$208,456	$318,219	$488,904	$-109,763
2020	$264,338	$212,029	$569,878	$52,309

UNITED WAY OF JAY COUNTY INC