UNITED WAY OF MCLEAN COUNTY (EIN 370661505) - 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

1935

Legal Domicile

Principal Officer

DAVID TAYLOR

Phone

3098287383

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF MCLEAN COUNTY, founded in 1935, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $616K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 73% operating deficit.

Mission

UNITED WAY OF MCLEAN COUNTY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TOGETHER, WE WILL: CONNECT AND ENGAGE ALL SECTORS OF OUR COMMUNITY, LEVERAGE COMMUNITY RESOURCES, AND HOLD OURSELVES AND OTHERS ACCOUNTABLE.

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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 $528,273

Program Service Revenue $0

Investment Income $60,345

Other Revenue $27,327

TOTAL REVENUE $615,945

Expense Breakdown

Grants Paid $31,200

Salaries & Benefits $440,707

Fundraising Expenses $167,981

Program Expenses $766,728

Other Expenses $590,973

TOTAL EXPENSES $1,062,880

Year-over-Year Comparison

	2024	2023	Change
Revenue	$615,945	$754,429	-0.2%
Expenses	$1,062,880	$1,026,501	+0.0%
Net Income	$-446,935	$-272,072	+0.6%

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

$144,617

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID TAYLOR	PRESIDENT &	40.00	Officer	$108,466	$36,151	$144,617
DALE AVERY	CHAIR	1.00	Officer Director	$0	$0	$0
MARTIN BEHRENS	DIRECTOR	1.00	Director	$0	$0	$0
MARY BYNUM	DIRECTOR	1.00	Director	$0	$0	$0
TOM CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
KEITH CORNILLE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DETERS	DIRECTOR	1.00	Director	$0	$0	$0
SEAN FAGAN	DIRECTOR	1.00	Director	$0	$0	$0
CORY HEIM	DIRECTOR	1.00	Director	$0	$0	$0
SONYA MAU	DIRECTOR	1.00	Director	$0	$0	$0
NAVEEN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
SONJA REECE	DIRECTOR	1.00	Director	$0	$0	$0
TIM RYAN	SECRETARY	1.00	Officer Director	$0	$0	$0
TREVOR SEIBRING	TREASURER	1.00	Officer Director	$0	$0	$0
GARY TIPSORD	DIRECTOR	1.00	Director	$0	$0	$0
CAT WOODS	PAST-CHAIR	1.00	Officer 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
2024	$615,945	$1,062,880	$1,313,641	$-446,935
2023	$754,429	$1,026,501	$1,674,262	$-272,072
2022	$906,139	$1,405,925	$1,847,271	$-499,786
2021	$1,129,538	$889,778	$2,530,848	$239,760
2020	$1,621,406	$1,296,445	$2,273,671	$324,961
2019	$1,001,346	$1,405,510	$1,561,842	$-404,164

UNITED WAY OF MCLEAN COUNTY