ALLEGAN 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

1989

Legal Domicile

Principal Officer

PAMELA UTKE

Phone

2696736545

Tax Period

2019-07-01 to 2020-06-30

ALLEGAN COUNTY UNITED WAY, founded in 1989, is a small nonprofit that reported $530K in total revenue in fiscal year 2019. Revenue decreased 15% compared to the prior year. Expenses of $511K left a modest 4% surplus.

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.

Program Service Accomplishments

Program 1

Expenses: $218,011 Revenue: $0

EDUCATION, INCOME & HEALTH: Allocated funds to 17 non-profit agencies funding 17 different programs. This served more than 12,654 unduplicated clients within Allegan County. Allegan County United Way is a local partner that drives measurable, lasting impact through programs, initiatives, and collaboratives.

Program 2

Expenses: $76,724 Revenue: $0

Imagination Library is a program of Allegan County United Way in collaboration with the Intermediate School District who promotes enrollment for the program. This program delivers 1 book to every...

Imagination Library is a program of Allegan County United Way in collaboration with the Intermediate School District who promotes enrollment for the program. This program delivers 1 book to every registered child ages 0-5 each month. These books are paid for by Allegan County United Way and are free to the participating families. The object of this program is to increase literacy activities including reading and talking about books and to support positive parenting with an emphasis on reading in families. The average enrollment for this year is 2,922 per month which brings 35,065 books to children within the county annually.

Program 3

Expenses: $58,633 Revenue: $0

VOLUNTEERS: Allegan County United Way had 948 volunteers who contributed 3,690 hours of time leveraging $93,837 in donated services within Allegan County. The volunteer center supports and promotes volunteerism for the residents of Allegan County utilizing an online, searchable database of volunteer opportunities with the capacity for volunteers to track their hours. Other opportunities to engage in volunteerism include Food Drive, Day of Caring, and other United Way governance and campaign activities.

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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 (2019)

Revenue Breakdown

Contributions & Grants $501,521

Program Service Revenue $22,312

Investment Income $965

Other Revenue $4,727

TOTAL REVENUE $529,525

Expense Breakdown

Grants Paid $126,447

Salaries & Benefits $0

Fundraising Expenses $56,071

Program Expenses $372,906

Other Expenses $384,191

TOTAL EXPENSES $510,638

Year-over-Year Comparison

	2019	2018	Change
Revenue	$529,525	$624,832	-0.2%
Expenses	$510,638	$703,083	-0.3%
Net Income	$18,887	$-78,251	-1.2%

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

609

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
PENNY BURSMA	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNE LEIGHTY	BOARD MEMBER	2.00	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