UPPER WHITE RIVER WATERSHED ALLIANCE INC

EIN: 352076148 501(c)(3) Environment

INDIANAPOLIS, IN

Total Revenue
$816,408
Total Expenses
$785,571
Total Assets
$403,855
Net Assets
$403,855
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
IN
Principal Officer
BRYAN GROTZ
Phone
3176727577
Tax Period
2023-01-01 to 2023-12-31

UPPER WHITE RIVER WATERSHED ALLIANCE INC, founded in 1999, is a small nonprofit in the Environment sector that reported $816K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $786K left a modest 4% surplus.

Mission

THE WHITE RIVER ALLIANCE IMPROVES AND PROTECTS WATER RESOURCES THOUGHOUT CENTRAL INDIANA. WE ARE AN ALLIANCE OF DIVERSE INTERESTS AND ORGANIZATIONS THAT WORK TOGETHER TO STEWARD THE RIVER AND ITS WATERSHED

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $652,702
Program Service Revenue $138,010
Investment Income $0
Other Revenue $25,696
TOTAL REVENUE $816,408

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $785,471
Other Expenses $785,571
TOTAL EXPENSES $785,571

Year-over-Year Comparison

2023 2022 Change
Revenue $816,408 $553,127 +0.5%
Expenses $785,571 $754,130 +0.0%
Net Income $30,837 $-201,003 -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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
50

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
5
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN NEILSON BOARD MEMBER 1.00
Director
$0 $0 $0
LANCE LANTZ BOARD MEMBER 1.00
Director
$0 $0 $0
BRYAN GROTZ TREASURER 2.00
Officer Director
$0 $0 $0
EVAN NORRIS BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN THOMAS VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
VICTORIA VEACH PRESIDENT 2.00
Officer Director
$0 $0 $0
MICHELE CLINE BOARD MEMBER 1.00
Director
$0 $0 $0
JOE RORICK BOARD MEMBER 1.00
Director
$0 $0 $0
JILL HOFFMANN EXECUTIVE DIRECTOR 20.00
Officer
$0 $0 $0
HEATHER WILLIAMS SECRETARY 2.00
Officer Director
$0 $0 $0
GAIL BOYDSTON BOARD MEMBER 1.00
Director
$0 $0 $0
AMY ROMIG BOARD MEMBER 1.00
Director
$0 $0 $0
BRANDON ALEXANDER BOARD MEMBER 1.00
Director
$0 $0 $0
JON STOLZ BOARD MEMBER 1.00
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 $816,408 $785,571 $403,855 $30,837
2022 $553,127 $754,130 $373,018 $-201,003
2021 $730,808 $523,436 $574,021 $207,372
2020 $614,072 $503,444 $366,649 $110,628
2019 $563,636 $479,955 $256,021 $83,681
2018 $488,926 $575,062 $172,340 $-86,136
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