United Way of Franklin County (EIN 351804947) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Phone

7656472789

Tax Period

2023-01-01 to 2023-12-31

United Way of Franklin County, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $86K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $80K left a modest 7% surplus.

Mission

To positively impact the lives of those in our community by assessing needs, uniting partner organizations, agencies, and volunteers, and devoting our financial resources and efforts to the most critical needs.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $84,573

Program Service Revenue $55

Investment Income $203

Other Revenue $1,151

TOTAL REVENUE $85,982

Expense Breakdown

Grants Paid $21,328

Salaries & Benefits $32,300

Fundraising Expenses $22,581

Program Expenses $32,940

Other Expenses $26,565

TOTAL EXPENSES $80,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,982	$72,857	+0.2%
Expenses	$80,193	$124,079	-0.4%
Net Income	$5,789	$-51,222	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Bulmer	Executive Director	20.00		$30,022	$0	$30,022
Jess Hansel	Treasurer	1.00	Officer Director	$0	$0	$0
Julia Heidlage	Director	1.00	Director	$0	$0	$0
Jane Rogers	Director	1.00	Director	$0	$0	$0
Mindy Browning	Director	1.00	Director	$0	$0	$0
Cris Defabion	Director	1.00	Director	$0	$0	$0
Luann Bradley	Director	1.00	Director	$0	$0	$0
Anne Amrhein	Director	1.00	Director	$0	$0	$0
Brenda Schwering	Secretary	1.00	Officer Director	$0	$0	$0
Tim Brack	President	1.00	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	$85,982	$80,193	$198,036	$5,789
2022	$72,857	$124,079	$208,333	$-51,222
2021	$229,432	$513,188	$244,698	$-283,756
2020	$432,330	$177,355	$526,741	$254,975
2019	$82,605	$141,152	$270,691	$-58,547
2018	$85,409	$100,249	$326,562	$-14,840

United Way of Franklin County