UNITED WAY OF LAWRENCE COUNTY INC

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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

1954

Legal Domicile

Principal Officer

ZAROD MYERS

Phone

8122788613

Tax Period

2022-01-01 to 2022-12-31

UNITED WAY OF LAWRENCE COUNTY INC, founded in 1954, is a small nonprofit that reported $166K in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $278K exceeded revenue, resulting in a 68% operating deficit.

Mission

UNITING PEOPLE AND RESOURCES TO BUILD A STRONGER COMMUNITY. TO SERVE AS A CATALYST FOR IMPROVING THE QUALITY OF LIFE IN THE COMMUNITY. WE VALUE: OUR MEMBER AGENCIES AND THE SERVICES THEY PROVIDE; OPERATING WITH INTEGRITY; BEING HELD ACCOUNTABLE FOR OUR ACTIONS; CONTINUOUS IMPROVEMENT IN ALL ASPECTS OF THE MISSION; AND THE CIRCULAR RELATIONSHIP OF SUPPORT: OUR REPONSE TO THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $161,603

UNITED WAY OF LAWRENCE COUNTY (UWLC) WORKS WITH MEMBER AGENCIES AND A NETWORK OF OTHER COMMUNITY PARTNERS TO PROVIDE COMPREHENSIVE AND COLLABORATIVE SOLUTIONS THAT HELP LOCAL RESIDENTS IMPROVE THEIR LIVES. UWLC DISTRIBUTES FUNDS TO LOCAL SERVICE ORGANIZATIONS IN LAWRENCE AND ORANGE COUNTIES, INDIANA FOR YOUTH, EDUCATION, AND HEALTH PROGRAMS.

Program 2

Expenses: $58,915

UWLC PROGRAMS SUPPORT HEALTH, EDUCATION AND INCOME PROGRAMS FOR THE BETTERMENT OF LAWRENCE AND ORANGE COUNTIES IN INDIANA. TWO SUCH PROGRAMS WERE THE UNITED WAY ANNUAL DAY OF CARING LINKING...

UWLC PROGRAMS SUPPORT HEALTH, EDUCATION AND INCOME PROGRAMS FOR THE BETTERMENT OF LAWRENCE AND ORANGE COUNTIES IN INDIANA. TWO SUCH PROGRAMS WERE THE UNITED WAY ANNUAL DAY OF CARING LINKING VOLUNTEERS AND MEMBER AGENCIES TO PROMOTE THE SPIRIT AND VALUE OF VOLUNTEERISM, INCREASE THE AWARENESS OF LOCAL HUMAN SERVICE AGENCIES AND SCHOOLS, AND DEMONSTRATE WHAT PEOPLE WORKING TOGETHER FOR THE COMMUNITY'S GOOD CAN ACCOMPLISH. COVID-19 RELIEF PROGRAMS IN COOPERATION WITH LILLY ENDOWMENT AND THE COMMUNITY FOUNDATION PARTNERSHIP AND ORANGE COUNTY COMMUNITY FOUNDATION. UWLC IS PROVIDING TRAINING AND WORKSHOPS FOR LOCAL EXEMPT ORGANIZATIONS. THE UNITED WAY ANNUAL GENERAL MEETING IS THE OPPORTUNITY FOR OUR COMMUNITY PARTNERS AND STAKEHOLDERS TO COME TOGETHER AND REVIEW THIS PAST YEAR AND DEAL WITH MATTERS SUCH AS THE ELECTION OF BOARD MEMBERS AND REVIEWING THE ANNUAL FINANCIAL STATEMENTS.

Program 3

Expenses: $9,819

CHILDRENS EDUCATIONAL PROGRAMS

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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 (2022)

Revenue Breakdown

Contributions & Grants $165,339

Program Service Revenue $0

Investment Income $234

Other Revenue $0

TOTAL REVENUE $165,573

Expense Breakdown

Grants Paid $120,516

Salaries & Benefits $80,307

Fundraising Expenses $20,722

Program Expenses $230,337

Other Expenses $76,792

TOTAL EXPENSES $277,615

Year-over-Year Comparison

	2022	2021	Change
Revenue	$165,573	$223,981	-0.3%
Expenses	$277,615	$305,610	-0.1%
Net Income	$-112,042	$-81,629	+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

$62,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM BURGESS	EXECUTIVE DI	40.00	Officer	$62,320	$0	$62,320
RHONDA GREENE	BOD	1.00	Director	$0	$0	$0
KAYLA KERN	BOD	1.00	Director	$0	$0	$0
APRYL KIDD	BOD	1.00	Director	$0	$0	$0
TROY KIRKMAN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ZAROD MYERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK NORRIS	BOD	1.00	Director	$0	$0	$0
KRISTAL PAINTER	BOD	1.00	Director	$0	$0	$0
NICK SHAFER	BOD	1.00	Director	$0	$0	$0
REAGAN WAMPLER	TREASURER	2.00	Officer Director	$0	$0	$0
EMILY WEBB	BOD	1.00	Director	$0	$0	$0
ANDRIA WENZ	BOD	1.00	Director	$0	$0	$0
MARTHA WHITMILL	SECRETARY	2.00	Officer 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
2022	$165,573	$277,615	$140,451	$-112,042
2021	$223,981	$305,610	$264,096	$-81,629
2020	$693,931	$713,268	$374,040	$-19,337
2019	$275,136	$243,790	$392,802	$31,346
2018	$300,174	$268,378	$497,626	$31,796