LIVINGSTON COUNTY UNITED WAY

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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

1976

Legal Domicile

Principal Officer

JIM JOHNSTON

Phone

8104943000

Tax Period

2024-07-01 to 2025-06-30

LIVINGSTON COUNTY UNITED WAY, founded in 1976, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $933K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 22% operating deficit.

Mission

LIVINGSTON COUNTY UNITED WAY BRINGS PEOPLE TOGETHER TO BUILD STRONGER COMMUNITIES AND IMPROVE LIVES.

Program Service Accomplishments

Program 1

Expenses: $443,064

HUNGER COUNCIL AND HOMELESS CONTINUM OF CARE: FACILITATED THE ESTABLISHMENT OF SYSTEM RESPONSES FOR PEOPLE SEEKING FOOD OR HOUSING SUPPORTS. THE SYSTEMS ARE ABLE TO QUICKLY RESPOND TO THE PERSONS...

HUNGER COUNCIL AND HOMELESS CONTINUM OF CARE: FACILITATED THE ESTABLISHMENT OF SYSTEM RESPONSES FOR PEOPLE SEEKING FOOD OR HOUSING SUPPORTS. THE SYSTEMS ARE ABLE TO QUICKLY RESPOND TO THE PERSONS NEEDS THROUGH A NETWORK OF COORDINATED RESOURCES. THIS INCLUDES ADDING RESOURCES WHERE THERE ARE GAPS.

Program 2

Expenses: $293,780

COMMUNITY ACCOMPLISHMENTS: ENSURED OUR MOST VULNERABLE POPULATIONS (SENIORS, CHILDREN, PEOPLE WITH DISABILITIES AND PEOPLE WITH MENTAL HEALTH NEEDS) HAVE THE SERVICES AND RESOURCES TO MAINTAIN...

COMMUNITY ACCOMPLISHMENTS: ENSURED OUR MOST VULNERABLE POPULATIONS (SENIORS, CHILDREN, PEOPLE WITH DISABILITIES AND PEOPLE WITH MENTAL HEALTH NEEDS) HAVE THE SERVICES AND RESOURCES TO MAINTAIN QUALITY OF LIFE. THIS INCLUDES PROVIDING JOB TRAINING, DOMESTIC VIOLENCE, SUBSTANCE ABUSE, AND OTHER COMMUNITY SUPPORTS.

Program 3

Expenses: $119,954

EDUCATION NEEDS: RECOGNIZES AND ACTIVELY SUPPORTS THE DEVELOPMENT OF EARLY CHILDHOOD READING THROUGH PRESCHOOL SCHOLARSHIPS, PARENT AND CHILD SUPPORTS, TEACHER CDA CERTIFICATION AND LOCAL READING...

EDUCATION NEEDS: RECOGNIZES AND ACTIVELY SUPPORTS THE DEVELOPMENT OF EARLY CHILDHOOD READING THROUGH PRESCHOOL SCHOLARSHIPS, PARENT AND CHILD SUPPORTS, TEACHER CDA CERTIFICATION AND LOCAL READING TRAILS. SEE SCHEDULE I FOR LIST OF GRANTEES RECEIVING EDUCATIONAL NEEDS GRANTS.

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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 $735,688

Program Service Revenue $151,683

Investment Income $28,468

Other Revenue $17,067

TOTAL REVENUE $932,906

Expense Breakdown

Grants Paid $766,376

Salaries & Benefits $229,930

Fundraising Expenses $141,194

Program Expenses $909,439

Other Expenses $146,388

TOTAL EXPENSES $1,142,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$932,906	$1,100,462	-0.2%
Expenses	$1,142,694	$1,153,213	0.0%
Net Income	$-209,788	$-52,751	+3.0%

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

$84,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PATRICIA SLITER	EXECUTIVE DIRECTOR	Officer	$77,135	$0	$77,135
CARRIE NEWSTEAD	EXECUTIVE DIRECTOR	Officer	$7,692	$0	$7,692
KAREN REX	DIRECTOR	Director	$0	$0	$0
ROBERT MUSCH	DIRECTOR	Director	$0	$0	$0
JENNIFER NASH	DIRECTOR	Director	$0	$0	$0
GREG CLUM	TREASURER	Officer Director	$0	$0	$0
KATIE PIKKARAINEN	PAST PRESIDENT	Officer Director	$0	$0	$0
JIM JOHNSTON	PRESIDENT	Officer Director	$0	$0	$0
JOSEPH PTOLEMY	DIRECTOR	Director	$0	$0	$0
BARBARA WALKER	VICE PRESIDENT	Officer Director	$0	$0	$0
STEPHAN PARKER	SECRETARY	Officer Director	$0	$0	$0
FRANK MANCUSO	DIRECTOR	Director	$0	$0	$0
THERESA FALZETTI	DIRECTOR	Director	$0	$0	$0
RICK TODD	DIRECTOR	Director	$0	$0	$0
CAROL GRIFFITH	DIRECTOR	Director	$0	$0	$0
KELLI MATTHEW	DIRECTOR	Director	$0	$0	$0
MATHEW LOVERENICH	DIRECTOR	Director	$0	$0	$0
PENNY MURPHY	DIRECTOR	Director	$0	$0	$0
RITA VICKERMAN	DIRECTOR	Director	$0	$0	$0
CHRIS SPENSLEY	DIRECTOR	Director	$0	$0	$0
AARON HECKEL	DIRECTOR	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
2025	$932,906	$1,142,694	$2,048,452	$-209,788
2024	$1,100,462	$1,153,213	$2,191,067	$-52,751
2023	$968,370	$1,158,398	$2,117,462	$-190,028
2022	$1,154,720	$1,308,143	$2,234,563	$-153,423
2021	$1,118,245	$1,378,623	$2,679,376	$-260,378
2020	$1,455,894	$1,585,161	$2,763,965	$-129,267
2019	$1,323,436	$1,524,014	$2,873,022	$-200,578