ALLEGAN COUNTY UNITED WAY (EIN 386063214) - 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

1989

Legal Domicile

Principal Officer

PAMELA UTKE

Phone

2696736545

Tax Period

2020-07-01 to 2020-12-31

ALLEGAN COUNTY UNITED WAY, founded in 1989, is a small nonprofit that reported $371K in total revenue in fiscal year 2020. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

MISSION: TO INCREASE THE IMPACT OF PEOPLE'S CARING IN ALLEGAN COUNTY, MICHIGAN.VISION: ALL INDIVIDUALS IN ALLEGAN COUNTY ACHIEVE THEIR FULL HUMAN POTENTIAL. IMPACT STRATEGY: ALLEGAN COUNTY UNITED WAY SUPPORTS, DEVELOPS, AND IMPLEMENTS A RANGE OF IMPACT SOLUTIONS (IN DATA DRIVEN AREAS) THAT IMPROVES LIVES AND CREATES STRONGER COMMUNITIES. ENGAGEMENT STRATEGY: WE CREATE MEANINGFUL, CONVENIENT AND IMPACTFUL OPPORTUNITIES TO GIVE, ADVOCATE, AND VOLUNTEER TO SUPPORT THE IMPACT STRATEGY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $351,781

Program Service Revenue $14,118

Investment Income $656

Other Revenue $4,824

TOTAL REVENUE $371,379

Expense Breakdown

Grants Paid $181,790

Salaries & Benefits $0

Fundraising Expenses $27,947

Program Expenses $287,726

Other Expenses $182,847

TOTAL EXPENSES $364,637

Year-over-Year Comparison

	2020	2019	Change
Revenue	$371,379	$529,525	-0.3%
Expenses	$364,637	$510,638	-0.3%
Net Income	$6,742	$18,887	-0.6%

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

N/A

Volunteers

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
REBECCA LAMPER	CHAIR	2.00	Officer Director	$0	$0	$0
PAM UTKE	VICE CHAIR/TREASURER	2.00	Officer Director	$0	$0	$0
PATRICK BALLARD	BOARD MEMBER	2.00	Director	$0	$0	$0
JENIFER GARCIA	SECRETARY	2.00	Officer Director	$0	$0	$0
WILLIAM BROWN	BOARD MEMBER	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
2020	$529,525	$510,638	$1,005,736	$18,887
2020	$371,379	$364,637	No data	$6,742
2019	$624,832	$703,083	$1,155,942	$-78,251

ALLEGAN COUNTY UNITED WAY