UNITED WAY OF WHITEWATER VALLEY INC (EIN 351020935) - 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

1957

Legal Domicile

Principal Officer

TAMARA BRINKMAN

Phone

7659622700

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF WHITEWATER VALLEY INC, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $196K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $389K exceeded revenue, resulting in a 99% operating deficit.

Mission

UNIFIED CAMPAIGN TO FINANCE PROGRAMS CONDUCTED FOR SPECIFIED NEEDS OF WAYNE AND UNION COUNTIES.

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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 $184,757

Program Service Revenue $0

Investment Income $9,636

Other Revenue $1,671

TOTAL REVENUE $196,064

Expense Breakdown

Grants Paid $124,312

Salaries & Benefits $91,929

Fundraising Expenses $96,006

Program Expenses $249,099

Other Expenses $173,221

TOTAL EXPENSES $389,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,064	$247,353	-0.2%
Expenses	$389,462	$389,621	0.0%
Net Income	$-193,398	$-142,268	+0.4%

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

$65,032

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMARA BRINKMAN	PRESIDENT	40.00	Officer	$65,032	$0	$65,032
ANN BROOKS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN CLARK	SECRETARY	1.00	Officer Director	$0	$0	$0
CRAIG LICHTENBERGER	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN SHARP PIPES	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA CLINE	MEMBER	1.00	Officer	$0	$0	$0
DAKOTA COLLINS	MEMBER	1.00	Officer	$0	$0	$0
AMY DILLON	MEMBER	1.00	Officer	$0	$0	$0
BILL HARMON	MEMBER	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
2025	$196,064	$389,462	$393,787	$-193,398
2024	$247,353	$389,621	$614,313	$-142,268
2023	$295,738	$452,372	$808,689	$-156,634
2022	$529,617	$649,783	$1,092,832	$-120,166
2021	$870,220	$1,035,413	$1,447,868	$-165,193
2020	$579,945	$484,498	$1,132,321	$95,447
2019	$492,435	$577,351	$1,260,435	$-84,916

UNITED WAY OF WHITEWATER VALLEY INC