UNITED WAY OF MASON COUNTY (EIN 382943115) - 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

1990

Legal Domicile

Principal Officer

LYNNE RUSSELL

Phone

2318438593

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF MASON COUNTY, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $775K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $700K left a modest 10% surplus.

Mission

TO RAISE FUNDS TO ASSIST OTHER NON-PROFIT AGENCIES.

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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 $572,418

Program Service Revenue $86,052

Investment Income $19,099

Other Revenue $97,417

TOTAL REVENUE $774,986

Expense Breakdown

Grants Paid $82,011

Salaries & Benefits $426,440

Fundraising Expenses $5,758

Program Expenses $673,110

Other Expenses $191,991

TOTAL EXPENSES $700,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$774,986	$676,553	+0.1%
Expenses	$700,442	$677,997	+0.0%
Net Income	$74,544	$-1,444	-52.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNNE RUSSELL	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
JASON JEFFERY	DIRECTOR	1.00	Director	$0	$0	$0
TIM NIEBOER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CLEAVER	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE FELGER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE LAMB	CHAIR	1.00	Officer Director	$0	$0	$0
JEREMY VRONKO	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY GERBER	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE SINGH	DIRECTOR	1.00	Director	$0	$0	$0
JOE WASHINGTON	DIRECTOR	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
2025	$774,986	$700,442	$506,683	$74,544
2024	$676,553	$677,997	$458,043	$-1,444
2023	$688,144	$751,992	$450,493	$-63,848
2022	$673,389	$721,156	$538,405	$-47,767
2021	$765,726	$893,087	$566,309	$-127,361
2020	$1,060,338	$760,838	$616,827	$299,500
2019	$740,004	$768,015	$395,767	$-28,011
2018	$564,825	$588,620	$396,208	$-23,795

UNITED WAY OF MASON COUNTY