Kishwaukee United Way (EIN 366158489) - 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

2004

Legal Domicile

Principal Officer

Jennifer Yochem

Phone

7792551267

Tax Period

2024-07-01 to 2025-06-30

Kishwaukee United Way, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $249K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $306K exceeded revenue, resulting in a 23% operating deficit.

Mission

To improve lives by sharing community resources

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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 $228,461

Program Service Revenue $0

Investment Income $1,421

Other Revenue $19,507

TOTAL REVENUE $249,389

Expense Breakdown

Grants Paid $100,250

Salaries & Benefits $115,366

Fundraising Expenses $39,506

Program Expenses $207,904

Other Expenses $90,242

TOTAL EXPENSES $305,858

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,389	$317,552	-0.2%
Expenses	$305,858	$383,435	-0.2%
Net Income	$-56,469	$-65,883	-0.1%

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

$70,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Michele Vaughn	Frmr Exec Dir	40.00	Officer	$70,300	$0	$70,300
Jennifer Yochem	President	2.00	Officer Director	$0	$0	$0
Teresa Jacobson	Vice President	2.00	Officer Director	$0	$0	$0
Paul Callighan	Treasurer	2.00	Officer Director	$0	$0	$0
Lordy Reinink	Director	1.00	Director	$0	$0	$0
Maury Mattison	Treasurer	2.00	Director	$0	$0	$0
Mary Freeman	Director	1.00	Director	$0	$0	$0
Robert Heck	Director	1.00	Director	$0	$0	$0
Aaron Latshaw	Director	1.00	Director	$0	$0	$0
Dariana Lee	Director	1.00	Director	$0	$0	$0
Allisa S Pinne	Director	0.00	Director	$0	$0	$0
Dave Leifheit	Director	1.00	Director	$0	$0	$0
Patricia Croom	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	$249,389	$305,858	$48,018	$-56,469
2024	$317,552	$383,435	$179,335	$-65,883
2023	$340,646	$291,096	$290,322	$49,550
2022	$290,121	$306,507	$222,367	$-16,386
2021	$203,766	$299,414	$2,997,083	$-95,648
2020	$251,575	$312,197	$2,455,065	$-60,622
2019	$246,000	$296,999	$2,553,773	$-50,999
2018	$370,266	$334,514	$200,257	$35,752

Kishwaukee United Way