FOX VALLEY UNITED WAY (EIN 362195467) - 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

1922

Legal Domicile

Principal Officer

JD OSTERGAARD

Phone

6308964636

Tax Period

2024-07-01 to 2025-06-30

FOX VALLEY UNITED WAY, founded in 1922, is a small nonprofit that reported $976K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $922K left a modest 6% surplus.

Mission

TO IMPROVE LIVES IN THE COMMUNITIES SERVED THROUGH FUNDRAISING AND BY PROVIDING LEADERSHIP IN FOSTERING COLLABORATION AND LEVERAGING RESOURCES TO FOCUS ON SOLVING THE IDENTIFIED COMMUNITY PROBLEMS.

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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 $962,179

Program Service Revenue $12,871

Investment Income $456

Other Revenue $0

TOTAL REVENUE $975,506

Expense Breakdown

Grants Paid $68,048

Salaries & Benefits $562,444

Fundraising Expenses $134,676

Program Expenses $663,872

Other Expenses $291,161

TOTAL EXPENSES $921,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$975,506	$1,063,686	-0.1%
Expenses	$921,653	$1,107,167	-0.2%
Net Income	$53,853	$-43,481	-2.2%

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

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

$74,307

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE CLARK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LAURA KOSKI	DIRECTOR	0.25	Director	$0	$0	$0
MANSA LATHAM	DIRECTOR	0.25	Director	$0	$0	$0
MARIA MANZO	DIRECTOR	0.25	Director	$0	$0	$0
DIANA MCCLARIEN	DIRECTOR	0.25	Director	$0	$0	$0
KELLY MCDONOUGH	TREASURER	1.00	Officer Director	$0	$0	$0
MARK MOONEY	CHAIR	1.00	Officer Director	$0	$0	$0
MARISA RICHARDS	DIRECTOR	0.25	Director	$0	$0	$0
KAREN YAGGIE	SECRETARY	1.00	Officer Director	$0	$0	$0
TAMEKA SMITH	DIRECTOR	0.25	Director	$0	$0	$0
JD OSTERGAARD	CEO	40.00	Officer	$72,000	$2,307	$74,307

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	$975,506	$921,653	$886,606	$53,853
2024	$1,063,686	$1,107,167	$914,909	$-43,481
2023	$1,237,436	$1,175,791	$1,026,438	$61,645
2022	$1,092,758	$1,118,463	$927,459	$-25,705
2021	$1,403,639	$1,335,796	$953,965	$67,843
2020	$1,546,091	$1,542,920	$928,723	$3,171
2019	$1,209,077	$1,168,819	$898,419	$40,258
2018	$1,461,383	$1,324,216	$935,403	$137,167

FOX VALLEY UNITED WAY