UNITED WORKFORCE DEVELOPMENT BOARD INC (EIN 371139631) - 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

1996

Legal Domicile

Principal Officer

STEVEN MARTIN

Phone

3093478492

Tax Period

2024-07-01 to 2025-06-30

UNITED WORKFORCE DEVELOPMENT BOARD INC, founded in 1996, is a community nonprofit in the Employment sector that reported $6.3M in total revenue in fiscal year 2024.

Mission

ENHANCE THE PRODUCTIVITY AND COMPETITIVENESS OF OUR COMMUNITY THROUGH TRAINING AND SERVICES.

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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 $6,293,008

Program Service Revenue $0

Investment Income $26

Other Revenue $5,842

TOTAL REVENUE $6,298,876

Expense Breakdown

Grants Paid $3,303,939

Salaries & Benefits $2,424,172

Fundraising Expenses $0

Program Expenses $5,776,240

Other Expenses $571,726

TOTAL EXPENSES $6,299,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,298,876	$6,136,315	+0.0%
Expenses	$6,299,837	$6,137,580	+0.0%
Net Income	$-961	$-1,265	-0.2%

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

$445,791

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM LEWIS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
STEVE TIMMERMANN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ZACH BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK DEKEERSGIETER	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMI FOLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN FORD	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDY HESS	BOARD MEMBER (THRU 01/03/2025)	1.00	Director	$0	$0	$0
JOHN HUBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY LAIBLE-WHITE	BOARD MEMBER (THRU 09/30/2024)	1.00	Director	$0	$0	$0
BILL LAWRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN LUTOSTANSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD MUNDORF	BOARD MEMBER	1.00	Director	$0	$0	$0
KAROL NOVA	BOARD MEMBER	1.00	Director	$0	$0	$0
CURTIS OLDFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK PEARCE	BOARD MEMBER (THRU 09/03/2025)	1.00	Director	$0	$0	$0
BRIAN PLATH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PREDMORE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
JODY WANLESS	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT WATCHINISKI	BOARD MEMBER (THRU 07/16/2025)	1.00	Director	$0	$0	$0
JOHN WHALEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE MOORE	BOARD MEMBER (THRU 09/03/2025)	1.00	Director	$0	$0	$0
KAMILAH WILLIAMS	BOARD MEMBER (THRU 10/01/2022)	1.00	Director	$0	$0	$0
LUKE GRUDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY INMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE SHRIER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA BRENNAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ARNITRIA SHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE SHRIER	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
NORA HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MAROON	BOARD MEMBER	1.00	Director	$0	$0	$0
HUGH SHADEED	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN MARTIN	EXECUTIVE DIRECTOR	37.50	Officer	$116,146	$36,616	$152,762
DENA WETH	ASSISTANT DIRECTOR	37.50	Officer	$105,313	$49,415	$154,728
LEEANN NORRIS	FISCAL DIRECTOR	37.50	Officer	$98,275	$40,026	$138,301

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	$6,298,876	$6,299,837	$1,506,744	$-961
2024	$6,136,315	$6,137,580	$1,480,120	$-1,265
2023	$6,287,763	$6,291,289	$1,355,914	$-3,526
2022	$6,448,841	$6,448,962	$714,374	$-121
2021	$5,978,127	$5,978,007	$986,190	$120
2020	$6,323,380	$6,330,880	$1,095,032	$-7,500
2019	$7,439,735	$7,452,236	$1,018,818	$-12,501
2018	$6,915,646	$6,925,643	$904,857	$-9,997

UNITED WORKFORCE DEVELOPMENT BOARD INC