UNITED WAY OF BAY COUNTY (EIN 381360524) - 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

1930

Legal Domicile

Principal Officer

NICOLE LUCZAK

Phone

9898937508

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF BAY COUNTY, founded in 1930, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $1.2M left a modest 4% surplus.

Mission

TO BRING OUR COMMUNITY TOGETHER TO IMPACT LIVES. THE UNITED WAY OF BAY COUNTY WILL PRODUCE EFFICIENT AND EFFECTIVE OUTCOMES FOR PEOPLE IN OUR COMMUNITY BY ASSESSING GAPS IN HUMAN SERVICES AND COLLABORATING WITH COMMUNITY IMPACT PARTNERS TO ADDRESS THOSE GAPS. AS WE DEVELOP RESOURCES IN AND FOR THE COMMUNITY, WE WILL PROACTIVELY SECURE FUNDS, ASSETS, AND VOLUNTEERS TO IMPACT THOSE EFFORTS. WE WILL MEASURE RESULTS REGULARLY, OBJECTIVELY, AND PUBLICLY.

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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 $963,113

Program Service Revenue $0

Investment Income $191,801

Other Revenue $112,681

TOTAL REVENUE $1,267,595

Expense Breakdown

Grants Paid $511,260

Salaries & Benefits $269,586

Fundraising Expenses $72,486

Program Expenses $966,350

Other Expenses $429,931

TOTAL EXPENSES $1,210,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,267,595	$1,479,543	-0.1%
Expenses	$1,210,777	$1,216,483	0.0%
Net Income	$56,818	$263,060	-0.8%

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

1282

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

$77,829

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE LUCZAK	PRESIDENT/CE	40.00	Officer	$72,122	$5,707	$77,829
ERIC ALLSHOUSE	DIRECTOR	2.00	Director	$0	$0	$0
JILL ARMENTROUT	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE BADOUR	DIRECTOR	2.00	Director	$0	$0	$0
TOM BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
SARAH BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
DAN BUCHANAN	DIRECTOR	2.00	Director	$0	$0	$0
RYAN CHARNEY	DIRECTOR	2.00	Director	$0	$0	$0
JEREMY COURIER	DIRECTOR	2.00	Director	$0	$0	$0
JENNA DOST	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PAUL GAISER	DIRECTOR	2.00	Director	$0	$0	$0
ANN GRADY	DIRECTOR	2.00	Director	$0	$0	$0
DAVE HAUGH	DIRECTOR	2.00	Director	$0	$0	$0
FAHIM ISLAM	DIRECTOR	2.00	Director	$0	$0	$0
MADISON JARMON	SECRETARY	2.00	Officer Director	$0	$0	$0
BRANDON KING	DIRECTOR	2.00	Director	$0	$0	$0
ANDY KOWALCZYK	DIRECTOR	2.00	Director	$0	$0	$0
KEITH MANNING	TREASURER	2.00	Officer Director	$0	$0	$0
ALICEA MOLL	DIRECTOR	2.00	Director	$0	$0	$0
PAM MONASTIERE	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE PAINTER	DIRECTOR	2.00	Director	$0	$0	$0
LUCAS PAVEGLIO	DIRECTOR	2.00	Director	$0	$0	$0
CORINNA SCHARF	CHAIR	2.00	Officer Director	$0	$0	$0
MATTHEW SOUS	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT TREPKOWSKI	DIRECTOR	2.00	Officer Director	$0	$0	$0
BRADLEY TUCKER	DIRECTOR	2.00	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
2024	$1,267,595	$1,210,777	$3,248,449	$56,818
2023	$1,479,543	$1,216,483	$3,240,354	$263,060
2022	$1,096,244	$972,252	$2,781,436	$123,992
2021	$1,447,162	$990,268	$3,088,206	$456,894
2020	$574,234	$1,052,917	$2,728,232	$-478,683

UNITED WAY OF BAY COUNTY