UNITED WAY OF WHITESIDE COUNTY (EIN 366009102) - 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

1945

Legal Domicile

Principal Officer

KERI OLSON

Phone

8156257973

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF WHITESIDE COUNTY, founded in 1945, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $696K in total revenue in fiscal year 2024. Expenses of $667K left a modest 4% surplus.

Mission

PROVIDING DYNAMIC LEADERSHIP IN UNITING PEOPLE AND RESOURCES TO CREATE LASTING CHANGE THAT IMPROVES LIVES AND STRENGTHENS OUR COMMUNITIES.

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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 $663,575

Program Service Revenue $0

Investment Income $29,826

Other Revenue $2,614

TOTAL REVENUE $696,015

Expense Breakdown

Grants Paid $399,562

Salaries & Benefits $150,759

Fundraising Expenses $0

Program Expenses $599,761

Other Expenses $116,268

TOTAL EXPENSES $666,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$696,015	$682,985	+0.0%
Expenses	$666,589	$744,941	-0.1%
Net Income	$29,426	$-61,956	-1.5%

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

234

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
DAWN CASTILLO	DIRECTOR	1.00	Director	$0	$0	$0
CINDY CONKLIN	DIRECTOR	1.00	Director	$0	$0	$0
SARA DAIL	DIRECTOR	1.00	Director	$0	$0	$0
KURT DOWNS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH GRELL	DIRECTOR	1.00	Director	$0	$0	$0
DARRYL HOGUE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH KLAHN	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN PRZYSUCHA	DIRECTOR	1.00	Director	$0	$0	$0
SAM RAMIREZ	DIRECTOR	1.00	Director	$0	$0	$0
JENN SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT SCUDDER	DIRECTOR	1.00	Director	$0	$0	$0
RAY SHARP	DIRECTOR	1.00	Director	$0	$0	$0
JANEL STAHR	DIRECTOR	1.00	Director	$0	$0	$0
DEB STIEFEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT URBANSKI	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN ANDERSON	PAST CHAIR	2.00	Officer	$0	$0	$0
BO MAYS	TREASURER	2.00	Officer	$0	$0	$0
ROBBIE MINOR	VICE TREASURER	2.00	Officer	$0	$0	$0
TRACIE MORGAN	CHAIR	2.00	Officer	$0	$0	$0
KERI OLSON	CEO	40.00	Officer	$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	$696,015	$666,589	$1,664,903	$29,426
2024	$682,985	$744,941	$1,638,999	$-61,956
2024	$693,306	$754,429	$1,654,828	$-61,123
2023	$675,234	$694,172	$1,739,010	$-18,938
2022	$925,430	$698,259	$1,573,429	$227,171
2021	$892,678	$812,928	$1,361,447	$79,750
2020	$823,232	$739,515	$1,314,630	$83,717
2019	$760,545	$773,696	$1,254,939	$-13,151

UNITED WAY OF WHITESIDE COUNTY