BARRY COUNTY UNITED WAY (EIN 386062803) - 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

1936

Legal Domicile

Principal Officer

RICH FRANKLIN

Phone

2699454010

Tax Period

2024-04-01 to 2025-03-31

BARRY COUNTY UNITED WAY, founded in 1936, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $401K, a strong 23% operating margin.

Mission

IMPROVING LIVES BY MOBILIZING THE CARING POWER OF BARRY COUNTY 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 (2024)

Revenue Breakdown

Contributions & Grants $1,692,331

Program Service Revenue $0

Investment Income $58,127

Other Revenue $0

TOTAL REVENUE $1,750,458

Expense Breakdown

Grants Paid $732,066

Salaries & Benefits $522,936

Fundraising Expenses $61,706

Program Expenses $1,201,168

Other Expenses $94,662

TOTAL EXPENSES $1,349,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,750,458	$1,354,122	+0.3%
Expenses	$1,349,664	$1,264,100	+0.1%
Net Income	$400,794	$90,022	+3.5%

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

1696

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
DALE BOULTER	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL BROWN	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK BUCKLAND	DIRECTOR	0.25	Director	$0	$0	$0
DEB BUTTON	DIRECTOR	0.25	Director	$0	$0	$0
AMY BYERS	DIRECTOR	0.25	Director	$0	$0	$0
CORT COLLISON	DIRECTOR	0.25	Director	$0	$0	$0
MICHELLE DUITS	DIRECTOR	0.25	Director	$0	$0	$0
CATHERINE GETTY	DIRECTOR	0.25	Director	$0	$0	$0
JAN HARTOUGH	DIRECTOR	0.25	Director	$0	$0	$0
DAVID HATFIELD	DIRECTOR	0.25	Director	$0	$0	$0
JEFF HELMUS	DIRECTOR	0.25	Director	$0	$0	$0
BERNIE JORE	DIRECTOR	0.25	Director	$0	$0	$0
MARK KOLANOWSKI	DIRECTOR	0.25	Director	$0	$0	$0
LYNN MCCONNELL	DIRECTOR	0.25	Director	$0	$0	$0
MATT PALMER	DIRECTOR	0.25	Director	$0	$0	$0
JUSTIN PECK	DIRECTOR	0.25	Director	$0	$0	$0
SARA PRICE	DIRECTOR	0.25	Director	$0	$0	$0
BRIAN MCKEOWN	PAST PRESIDENT	0.25	Director	$0	$0	$0
MADDIE COVE	DIRECTOR	0.25	Director	$0	$0	$0
MIKE SCHIPPER	DIRECTOR	0.25	Director	$0	$0	$0
CARL SCHOESSEL	DIRECTOR	0.25	Director	$0	$0	$0
ERIC STEINDLER	DIRECTOR	0.25	Director	$0	$0	$0
CRAIG STOLSONBURG	DIRECTOR	0.25	Director	$0	$0	$0
REBECKA TAGG	DIRECTOR	0.25	Director	$0	$0	$0
LINDA WATSON	DIRECTOR	0.25	Director	$0	$0	$0
CARRIE WILGUS	DIRECTOR	0.25	Director	$0	$0	$0
PATTY WOODS	DIRECTOR	0.25	Director	$0	$0	$0
JENNIE YONKER	DIRECTOR	0.25	Director	$0	$0	$0
RENEE BEAUFORD	DIRECTOR	0.25	Director	$0	$0	$0
RICH FRANKLIN	PRESIDENT	0.25	Officer	$0	$0	$0
DAVE DEHAAN	TREASURER	0.25	Officer	$0	$0	$0
TAMMY PENNINGTON	DIRECTOR	0.25	Officer	$0	$0	$0
LANI FORBES	EXECUTIVE DIRECTOR	40.00	Highest	$130,000	$0	$130,000

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	$1,750,458	$1,349,664	$2,636,259	$400,794
2024	$1,354,122	$1,264,100	$2,313,243	$90,022
2023	$1,581,611	$1,551,250	$2,119,613	$30,361
2022	$2,957,984	$2,399,316	$2,092,012	$558,668
2021	$1,492,517	$1,242,387	$1,534,707	$250,130
2020	$1,085,806	$1,034,558	$1,304,420	$51,248
2019	$1,146,191	$1,031,288	$1,210,929	$114,903
2018	$1,103,634	$1,084,149	$1,077,931	$19,485

BARRY COUNTY UNITED WAY