UNITED WAY OF KNOX COUNTY INDIANA … - Form 990 Financial Data

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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

1956

Legal Domicile

Principal Officer

SCOTT CHARLESTON

Phone

8128823624

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF KNOX COUNTY INDIANA INC, founded in 1956, is a small nonprofit that reported $642K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $735K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE MISSION OF THE ORGANIZATION IS TO DEVELOP TEAMWORK AMONG THE SOCIAL SERVICE AGENCIES SERVING KNOX COUNTY AND THEIR CONSTITUENCIES IN THE INTEREST OF THE FINANCIAL SUPPORT OF SUCH AGENCIES, AND THE EFFECTIVE PLANNING AND EXECUTION OF THE SOCIAL SERVICE PROGRAMS OF THIS COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $550,525

PROVIDE FUNDING TO MEMBER AGENCIES (PLUS SPECIAL GRANTS AND DONOR DESIGNATIONS) IN THE KNOX AND CRAWFORD COUNTY AREA AFTER ASSESSING COMMUNITY NEEDS TO DETERMINE THE ANNUAL ALLOCATIONS. ALSO...

PROVIDE FUNDING TO MEMBER AGENCIES (PLUS SPECIAL GRANTS AND DONOR DESIGNATIONS) IN THE KNOX AND CRAWFORD COUNTY AREA AFTER ASSESSING COMMUNITY NEEDS TO DETERMINE THE ANNUAL ALLOCATIONS. ALSO, PROVIDES SUPPORT TO OTHER COMMUNITY ORGANIZATIONS NEEDING ASSISTANCE TO FULFILL THEIR REQUIREMENTS.

Program 2

Expenses: $53,997

ALL OTHER PROGRAM AND PROGRAM SERVICE EXPENSES RELATED TO THE ORGANIZATION'S MISSION INCLUDING SALARY EXPENSE ASSOCIATED WITH IMPLEMENTING PROGRAM SERVICE OBJECTIVES.

Program 3

ACT AS A FISCAL AGENT FOR VARIOUS PRIVATELY FUNDED, NOT-FOR-PROFIT FUNDED, OR STATE FUNDED GRANTS FOR SPECIFIED PURPOSES TO IMPROVE OR ASSIST IN IMPROVING THE QUALITY OF LIFE IN KNOX AND CRAWFORD...

ACT AS A FISCAL AGENT FOR VARIOUS PRIVATELY FUNDED, NOT-FOR-PROFIT FUNDED, OR STATE FUNDED GRANTS FOR SPECIFIED PURPOSES TO IMPROVE OR ASSIST IN IMPROVING THE QUALITY OF LIFE IN KNOX AND CRAWFORD COUNTY.

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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 $622,109

Program Service Revenue $0

Investment Income $18,357

Other Revenue $1,687

TOTAL REVENUE $642,153

Expense Breakdown

Grants Paid $550,525

Salaries & Benefits $97,513

Fundraising Expenses $45,493

Program Expenses $604,522

Other Expenses $86,553

TOTAL EXPENSES $734,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$642,153	$770,213	-0.2%
Expenses	$734,591	$910,878	-0.2%
Net Income	$-92,438	$-140,665	-0.3%

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

518

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

$79,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK HILL	FORMER EXEC.	40.00	Officer	$57,513	$0	$57,513
BARBARA SHIMER	COM. RESOURC	40.00	Officer	$22,117	$0	$22,117
SHYLA BEAM	DIRECTOR	1.00	Director	$0	$0	$0
TANNER BOUCHIE	DIRECTOR	1.00	Director	$0	$0	$0
JODIE CHESSER	DIRECTOR	1.00	Director	$0	$0	$0
PHIL CORONNA	DIRECTOR	1.00	Director	$0	$0	$0
LARA DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
KALEY DECKER	DIRECTOR	1.00	Director	$0	$0	$0
MOLLIE EWING-HUTCHISON	DIRECTOR	1.00	Director	$0	$0	$0
LORI GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA HALL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HERTEL	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HOLSCHER	DIRECTOR	1.00	Director	$0	$0	$0
KIMIKO KAHRE	DIRECTOR	1.00	Director	$0	$0	$0
AMY KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW LINDSEY	DIRECTOR	1.00	Director	$0	$0	$0
TINA MEEKS	DIRECTOR	1.00	Director	$0	$0	$0
KURT PHEGLEY	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
HELEN SEIRP	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN SIEVERS	DIRECTOR	1.00	Director	$0	$0	$0
A TYSON SIMMS	DIRECTOR	1.00	Director	$0	$0	$0
EMILY BUNYAN	CO - SECRETA	1.00	Officer	$0	$0	$0
MARGIE CASE	PRESIDENT -	1.00	Officer	$0	$0	$0
SCOTT CHARLESTON	EXECUTIVE DI	0.00	Officer	$0	$0	$0
TARA ELLERMAN	PRESIDENT	1.00	Officer	$0	$0	$0
RON HALTER	TREASURER	1.00	Officer	$0	$0	$0
ANN HECHT	CO-SECRETARY	1.00	Officer	$0	$0	$0
DAVID HILL	1ST VICE PRE	1.00	Officer	$0	$0	$0
ROSS MARTIN	PAST - PRESI	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	$642,153	$734,591	$903,416	$-92,438
2023	$770,213	$910,878	$998,851	$-140,665
2022	$819,555	$676,987	$1,133,528	$142,568
2022	$785,107	$638,651	$1,142,026	$146,456
2021	$639,691	$741,347	$965,152	$-101,656
2021	$607,564	$683,147	$995,133	$-75,583
2020	$974,681	$975,651	$1,047,309	$-970
2020	$973,347	$1,049,256	$1,053,192	$-75,909
2019	$1,004,151	$747,166	$1,491,714	$256,985
2019	$770,798	$788,356	$1,251,278	$-17,558
2018	$825,402	$957,101	$1,333,979	$-131,699
2018	$825,402	$807,101	$1,333,978	$18,301

UNITED WAY OF KNOX COUNTY INDIANA INC