UNITED WAY OF ROCK RIVER VALLEY (EIN 362167843) - 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

1920

Legal Domicile

Principal Officer

JULIE BOSMA

Phone

8159685400

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF ROCK RIVER VALLEY, founded in 1920, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 28% operating margin.

Mission

UNITING THE COLLECTIVE POWER OF THE COMMUNITY TO IMPROVE LIVES.

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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 $3,347,996

Program Service Revenue $0

Investment Income $309,108

Other Revenue $352,305

TOTAL REVENUE $4,009,409

Expense Breakdown

Grants Paid $932,229

Salaries & Benefits $1,022,326

Fundraising Expenses $594,341

Program Expenses $2,057,402

Other Expenses $944,290

TOTAL EXPENSES $2,898,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,009,409	$3,619,821	+0.1%
Expenses	$2,898,845	$3,141,559	-0.1%
Net Income	$1,110,564	$478,262	+1.3%

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

331

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

$144,263

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE BOSMA	CEO	40.00	Officer	$132,834	$11,429	$144,263
MARK BALDWIN	CHAIR	1.00	Officer Director	$0	$0	$0
JASON BLUME	DIRECTOR	1.00	Director	$0	$0	$0
RICK CIGANEK	DIRECTOR	1.00	Director	$0	$0	$0
DALE DICKINSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALLI BERNADI INSKO	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD ZUROWSKI JR	DIRECTOR	1.00	Director	$0	$0	$0
TERRI KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
CASEY LESTER	SECRETARY	1.00	Officer Director	$0	$0	$0
EJ MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE O'ROURKE	INTERIM TREA	1.00	Officer Director	$0	$0	$0
MARY SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
LA'KESHIA WINGO	DIRECTOR	1.00	Director	$0	$0	$0
DR EBONY WRENN	DIRECTOR	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
2025	$4,009,409	$2,898,845	$11,382,495	$1,110,564
2024	$3,619,821	$3,141,559	$9,746,473	$478,262
2023	$2,673,485	$2,053,782	$8,583,112	$619,703
2022	$2,824,737	$2,344,073	$7,403,125	$480,664
2021	$3,550,426	$3,362,742	$8,436,174	$187,684
2020	$5,215,742	$3,922,137	$7,578,575	$1,293,605
2019	$4,063,663	$3,675,088	$6,171,986	$388,575
2018	$4,253,769	$4,055,211	$6,065,214	$198,558

UNITED WAY OF ROCK RIVER VALLEY