WHITE COUNTY UNITED WAY INC (EIN 351137113) - 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

1967

Legal Domicile

Principal Officer

NICOLE JENKINSON

Phone

5745836544

Tax Period

2023-01-01 to 2023-12-31

WHITE COUNTY UNITED WAY INC, founded in 1967, is a small nonprofit in the Human Services sector that reported $350K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $1.7M represent 58 months of operating reserves.

Mission

TO UNITE THE COMMUNITY IN MOBILIZING ITS RESOURCES TO MEET HUMAN NEEDS.

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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 $258,016

Program Service Revenue $0

Investment Income $28,714

Other Revenue $63,700

TOTAL REVENUE $350,430

Expense Breakdown

Grants Paid $47,823

Salaries & Benefits $136,023

Fundraising Expenses $21,112

Program Expenses $249,361

Other Expenses $179,337

TOTAL EXPENSES $363,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$350,430	$569,755	-0.4%
Expenses	$363,183	$504,492	-0.3%
Net Income	$-12,753	$65,263	-1.2%

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

816

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

$45,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE JENKINSON	EXECUTIVE DI	40.00	Officer	$45,400	$0	$45,400
BOBBY EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
ANNA MCKEAN	TRUSTEE	1.00	Director	$0	$0	$0
CARMEN JONES	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN POST	TRUSTEE	1.00	Director	$0	$0	$0
COURTNEY BRADSHAW	TRUSTEE	1.00	Director	$0	$0	$0
EMILEAH VANMATRE	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA YODER	TRUSTEE	1.00	Director	$0	$0	$0
KAREN MCLEAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
LONNIE BROE	VICE PRESIDE	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
2024	No data	No data	No data	No data
2023	$350,430	$363,183	$1,691,933	$-12,753
2022	$569,757	$504,492	$1,702,903	$65,265
2022	$569,755	$504,492	$1,702,903	$65,263
2021	$1,840,834	$694,343	$1,782,473	$1,146,491
2020	$408,563	$309,995	$798,573	$98,568
2019	$183,861	$178,985	$429,669	$4,876
2018	$548,726	$178,103	$424,269	$370,623

WHITE COUNTY UNITED WAY INC