UNITED WAY OF ST JOSEPH COUNTY INC (EIN 351063368) - 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

1961

Legal Domicile

Principal Officer

MARK HERRIMAN

Phone

5742328201

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF ST JOSEPH COUNTY INC, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2024. The organization ran a surplus of $709K, a strong 21% operating margin.

Mission

UNITED WAY OF ST. JOSEPH COUNTYS MISSION IS TO MOBILIZE THE COMMUNITY TO COLLECTIVELY REDUCE POVERTY BY MOVING PEOPLE FROM A LIFE OF POVERTY TO POSSIBILITY. IN ORDER TO SURROUND THE COMMUNITYS MOST CRITICAL PROBLEM AND FIGHT IT, WE BRING NON-PROFITS TOGETHER. WE KNOW THAT CHANGE DOESNT HAPPEN ALONE SO WE CREATE CHANGE BY BRINGING THE RIGHT PEOPLE TO THE TABLE AND OFFERING A WHOLE-COMMUNITY SOLUTION. TOGETHER, WE ARE STRONGER.

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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 $2,993,645

Program Service Revenue $246,048

Investment Income $128,370

Other Revenue $2,258

TOTAL REVENUE $3,370,321

Expense Breakdown

Grants Paid $350,000

Salaries & Benefits $1,033,364

Fundraising Expenses $496,215

Program Expenses $1,736,926

Other Expenses $1,277,693

TOTAL EXPENSES $2,661,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,370,321	$3,371,626	0.0%
Expenses	$2,661,057	$2,632,159	+0.0%
Net Income	$709,264	$739,467	0.0%

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

131

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

$273,139

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES COX	PRESIDENT/CE	40.00	Officer	$169,674	$5,090	$174,764
MARK HERRIMAN	PRESIDENT/CE	40.00	Officer	$95,509	$2,866	$98,375
MURRAY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BRANGLE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN BELL	DIRECTOR	1.00	Director	$0	$0	$0
GWEN O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM GEIGER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER WINCHELL	DIRECTOR	1.00	Director	$0	$0	$0
JASON ZOOK	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BROOKSHIRE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON STEWART	COMMUNITY IM	2.00	Officer Director	$0	$0	$0
KIMBERLY GREEN REEVES	CHAIR	2.00	Officer Director	$0	$0	$0
KARI ALFORD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TARA ANTONUCCI	GOVERNANCE	2.00	Officer Director	$0	$0	$0
TIM STOLT	FINANCE/ADMI	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
2025	$3,370,321	$2,661,057	$12,655,090	$709,264
2024	$3,371,626	$2,632,159	$14,398,514	$739,467
2023	$5,407,711	$2,470,964	$14,510,736	$2,936,747
2022	$5,849,208	$2,870,190	$9,888,138	$2,979,018
2021	$5,513,497	$3,819,061	$6,583,679	$1,694,436
2020	$3,784,920	$3,127,896	$5,992,131	$657,024
2019	$2,556,601	$2,472,247	$3,394,145	$84,354

UNITED WAY OF ST JOSEPH COUNTY INC