UNITED WAY OF COLES COUNTY INC (EIN 370764215) - 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

1957

Legal Domicile

Principal Officer

JEFFERY SPRACKLEN

Phone

2172348022

Tax Period

2023-10-01 to 2024-09-30

UNITED WAY OF COLES COUNTY INC, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $195K in total revenue in fiscal year 2023. Expenses of $183K left a modest 6% surplus.

Mission

BRING TOGETHER IN A UNITED APPEAL ALL POSSIBLE CAMPAIGNS OF COMMUNITY COMMUNITY ACCEPTED HEALTH WELFARE REC AGENCIES LOCAL STATENATIONA

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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 (2023)

Revenue Breakdown

Contributions & Grants $190,387

Program Service Revenue $0

Investment Income $636

Other Revenue $3,900

TOTAL REVENUE $194,923

Expense Breakdown

Grants Paid $115,000

Salaries & Benefits $44,876

Fundraising Expenses $28,303

Program Expenses $119,488

Other Expenses $22,807

TOTAL EXPENSES $182,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,923	$187,447	+0.0%
Expenses	$182,683	$214,452	-0.1%
Net Income	$12,240	$-27,005	-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

N/A

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

$41,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE BURKHEAD	DIRECTOR	1.000	Director	$0	$0	$0
DENA EPPERSON	SECRETARY	1.000	Director	$0	$0	$0
STEVE FERGUSON	DIRECTOR	1.000	Director	$0	$0	$0
STANLEY HUFFMAN	DIRECTOR	1.000	Director	$0	$0	$0
RICK HUNT	DIRECTOR	1.000	Director	$0	$0	$0
JEFF SPRACKLEN	TREASURER	1.000	Director	$0	$0	$0
AL VOLK	DIRECTOR	1.000	Director	$0	$0	$0
BARBARA WARMOTH	VICE PRESIDENT	1.000	Director	$0	$0	$0
BARBARA WYLIE	PRESIDENT	1.000	Director	$0	$0	$0
JENNIFER KELLER	EXECUTIVE DIRECTOR	40.00	Officer	$41,600	$0	$41,600
AMY DAVEE	DIRECTOR	1.000	Director	$0	$0	$0
KEN WETSTEIN	DIRECTOR	1.000	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	$194,923	$182,683	$147,409	$12,240
2023	$187,447	$214,452	$134,642	$-27,005
2022	$285,119	$249,549	$161,991	$35,570
2021	$213,610	$237,678	$127,266	$-24,068
2020	$319,819	$290,382	$151,309	$29,437
2019	$301,068	$243,950	$121,560	$57,118
2018	$260,460	$280,557	$64,918	$-20,097

UNITED WAY OF COLES COUNTY INC