UNITED WAY OF THE EASTERN UPPER PENINSULA (EIN 381678240) - 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

1979

Legal Domicile

Principal Officer

RAULANIESA ARANDA

Phone

9066323700

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF THE EASTERN UPPER PENINSULA, founded in 1979, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $225K in total revenue in fiscal year 2023.

Mission

TO ADVANCE THE COMMON GOOD BY MOBILIZING THE CARING POWER OF COMMUNITIES.

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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 $225,472

Program Service Revenue $0

Investment Income $56

Other Revenue $-544

TOTAL REVENUE $224,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,358

Fundraising Expenses $38,450

Program Expenses $127,706

Other Expenses $81,256

TOTAL EXPENSES $237,614

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,984	$225,971	0.0%
Expenses	$237,614	$293,468	-0.2%
Net Income	$-12,630	$-67,497	-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

540

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

$66,620

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAULANIESA ARANDA	CEO	40.00	Officer	$37,728	$1,132	$38,860
CATERINA COOK	CFO	40.00	Officer	$27,760	$0	$27,760
ROY BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CONSTANTINO	DIRECTOR	1.00	Director	$0	$0	$0
BARRY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH COX JR	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LEBOEUF	DIRECTOR	1.00	Director	$0	$0	$0
SARA LOPEZ-HISLOP	DIRECTOR	1.00	Director	$0	$0	$0
PAUL OLSON	PRESIDENT	1.00	Director	$0	$0	$0
GREG RATHJE	IMMEDIATE PA	1.00	Director	$0	$0	$0
MARK SANANGELO	PRES. ELECT	1.00	Director	$0	$0	$0
MICHAEL STEVENS	TREASURER/SE	1.00	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	$224,984	$237,614	$391,186	$-12,630
2023	$225,971	$293,468	$448,291	$-67,497
2022	$269,658	$266,169	$546,223	$3,489
2021	$312,591	$296,837	$543,811	$15,754
2020	$307,409	$263,619	$473,800	$43,790
2019	$291,378	$270,961	$449,576	$20,417
2018	$301,721	$288,114	$460,038	$13,607

UNITED WAY OF THE EASTERN UPPER PENINSULA