UNITED WAY OF POSEY COUNTY INC (EIN 356030053) - 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

1963

Legal Domicile

Principal Officer

Staci Reese

Phone

8128383637

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF POSEY COUNTY INC, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $472K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $546K exceeded revenue, resulting in a 16% operating deficit.

Mission

The United Way of Posey County will provide visionary leadership to assess community needs, mobilize resources, and direct those resources toward services which enhance quality of life for people living in Posey County.

🔒

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 $466,598

Program Service Revenue $1,143

Investment Income $4,412

Other Revenue $0

TOTAL REVENUE $472,153

Expense Breakdown

Grants Paid $363,911

Salaries & Benefits $126,859

Fundraising Expenses $40,524

Program Expenses $440,579

Other Expenses $55,555

TOTAL EXPENSES $546,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$472,153	$560,264	-0.2%
Expenses	$546,325	$501,006	+0.1%
Net Income	$-74,172	$59,258	-2.3%

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

150

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

$64,260

Total Directors

$64,260

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keely Winiger	Executive Director	40	Officer Director	$64,260	$0	$64,260
Chris Spurgeon	Director	0	Director	$0	$0	$0
Jordan Beach	Director	0	Director	$0	$0	$0
Paul Allison	Director	0	Director	$0	$0	$0
Joe Crissup	Director	0	Director	$0	$0	$0
Brittany Griggs	1st Vice President	0	Officer Director	$0	$0	$0
Kim Grimes	Secretary	0	Officer Director	$0	$0	$0
Kyle Jones	2nd Vice President	0	Officer Director	$0	$0	$0
Tonya McDaniel	President	0	Officer Director	$0	$0	$0
Greg Oeth	Director	0	Director	$0	$0	$0
Mark Wehner	Director	0	Director	$0	$0	$0
Jared Wells	Director	0	Director	$0	$0	$0
Staci Reese	Treasurer	0	Officer Director	$0	$0	$0
Brian Williams	Director	0	Director	$0	$0	$0
Ed Adams	Director	0	Director	$0	$0	$0
Gary Fox	Director	0	Director	$0	$0	$0
Triana Hulsey	Director	0	Director	$0	$0	$0
Glen Kuper	Director	0	Director	$0	$0	$0
Kenya Orr	Director	0	Director	$0	$0	$0
Justin Rutledge	Director	0	Director	$0	$0	$0
Lindsay Schmitt	Director	0	Director	$0	$0	$0
Stephanie Stacy	Director	0	Director	$0	$0	$0
Brooke Uhde	Director	0	Director	$0	$0	$0
Dianne Uhde	Director	0	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	$472,153	$546,325	$918,182	$-74,172
2022	$560,264	$501,006	$962,725	$59,258
2021	$737,042	$451,622	$923,209	$285,420
2020	$432,456	$618,812	$617,889	$-186,356

UNITED WAY OF POSEY COUNTY INC