HEART OF ILLINOIS UNITED WAY INC (EIN 370661504) - 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

1921

Legal Domicile

Principal Officer

Jennifer Zammuto

Phone

3096745181

Tax Period

2024-07-01 to 2025-06-30

HEART OF ILLINOIS UNITED WAY INC, founded in 1921, is a community nonprofit that reported $10.0M in total revenue in fiscal year 2020. Revenue decreased 5% compared to the prior year.

Mission

To increase the organized capacity of people in central Illinois to care for one another. To create a strong, safe and healthy community while providing the best return for the community's charitable investment in the programs funded at partner agencies.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $7,719,451

Program Service Revenue $0

Investment Income $594,973

Other Revenue $0

TOTAL REVENUE $8,314,424

Expense Breakdown

Grants Paid $5,383,296

Salaries & Benefits $1,438,089

Fundraising Expenses $688,466

Program Expenses $6,225,463

Other Expenses $614,244

TOTAL EXPENSES $7,435,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,314,424	$10,116,850	-0.2%
Expenses	$7,435,629	$9,599,792	-0.2%
Net Income	$878,795	$517,058	+0.7%

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

2650

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

$162,763

Total Directors

Key Employees

$248,960

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Zammuto	President	45	Key Emp	$223,187	$25,773	$248,960
Mary Brown	Vice President Finance/Administration	40	Officer	$123,116	$39,647	$162,763
Nicole Wilson	Vice President Community Investment	40	Highest	$107,611	$35,732	$143,343
Sid Ruckriegel	Chair	1.5	Director	$0	$0	$0
Robert Gates	Past Chair	1	Director	$0	$0	$0
Matthew Mamer	Vice Chair Resource Development	1.5	Director	$0	$0	$0
Kylene Anthony	Vice President Community Investment	2	Director	$0	$0	$0
Jenna Wiesner	Vice Chair Marketing & Community Engagement	0.75	Director	$0	$0	$0
Seth Davis	Treasurer	1	Director	$0	$0	$0
Sharon Desmoulin-Kherat	Secretary	0.5	Director	$0	$0	$0
Dr Meenakshy Aiyer	Director	0.5	Director	$0	$0	$0
Mike Bass	Director	0.5	Director	$0	$0	$0
Lindsey Birkel	Director	0.5	Director	$0	$0	$0
Michelle Conger	Director	0.5	Director	$0	$0	$0
Jimmy Dillon	Director	0.5	Director	$0	$0	$0
Tim Dunton	Director	0.5	Director	$0	$0	$0
Brent Eichelberger	Director	0.5	Director	$0	$0	$0
Christell Frausto	Director	0.5	Director	$0	$0	$0
Ronald Givens	Director	0.5	Director	$0	$0	$0
Kyle Gordon	Director	0.5	Director	$0	$0	$0
Leon Hendricks	Director	0.5	Director	$0	$0	$0
Monica Hendrickson	Director	0.5	Director	$0	$0	$0
Pastor Chad Manbeck	Director	0.5	Director	$0	$0	$0
Micki McCarthy	Director	0.5	Director	$0	$0	$0
Patrick Roesler	Director	0.5	Director	$0	$0	$0
Deborah Roethler	Director	0.5	Director	$0	$0	$0
Nikki Romain	Director	0.5	Director	$0	$0	$0
Thomas Schlink	Director	0.5	Director	$0	$0	$0
Robert Senneff	Director	0.5	Director	$0	$0	$0
Leanne Skuse	Director	0.5	Director	$0	$0	$0
Tim Sprout	Director	0.5	Director	$0	$0	$0
Danette Swank	Director	0.5	Director	$0	$0	$0
Nathan Thomas	Director	0.5	Director	$0	$0	$0
Mary Sparks Thompson	Director	0.5	Director	$0	$0	$0
Andrea Tortora	Director	0.5	Director	$0	$0	$0
Karl Weiss	Director	0.5	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	$8,314,424	$7,435,629	$16,680,088	$878,795
2024	$10,116,850	$9,599,792	$15,830,659	$517,058
2023	$9,423,804	$8,883,352	$14,403,994	$540,452
2022	$9,477,141	$8,611,889	$13,956,059	$865,252
2021	$9,955,140	$9,761,035	$14,132,248	$194,105

HEART OF ILLINOIS UNITED WAY INC