ST JOSEPH COUNTY UNITED WAY (EIN 386095409) - 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

1956

Legal Domicile

Principal Officer

KELLY HOSTETLER

Phone

2694679099

Tax Period

2024-01-01 to 2024-12-31

ST JOSEPH COUNTY UNITED WAY, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 8% surplus.

Mission

MOBILIZING OUR COMMUNITY TO IMPROVE LIVES AND ADVANCE THE COMMON GOOD.

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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 $1,118,360

Program Service Revenue $0

Investment Income $22,045

Other Revenue $0

TOTAL REVENUE $1,140,405

Expense Breakdown

Grants Paid $546,281

Salaries & Benefits $280,087

Fundraising Expenses $260,599

Program Expenses $546,281

Other Expenses $219,673

TOTAL EXPENSES $1,046,041

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,140,405	$1,106,756	+0.0%
Expenses	$1,046,041	$1,082,593	0.0%
Net Income	$94,364	$24,163	+2.9%

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

$96,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY HOSTETLER	EXECUTIVE DI	40.00	Officer	$96,841	$0	$96,841
PETE ADAMS	DIRECTOR	N/A	Director	$0	$0	$0
ADAM CARTER	2ND VP	N/A	Officer Director	$0	$0	$0
LANETTE CONKLIN	AT LARGE	N/A	Director	$0	$0	$0
TADD DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
JOHN DRESSER	DIRECTOR	N/A	Director	$0	$0	$0
KATHY EARL	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE FISHER	DIRECTOR	N/A	Director	$0	$0	$0
MARCUS GLEATON	DIRECTOR	N/A	Director	$0	$0	$0
GARRETT HALL	AT LARGE	N/A	Director	$0	$0	$0
AMY HAMLIN	DIRECTOR	N/A	Director	$0	$0	$0
JENNY HAYDON	1ST VP	N/A	Officer Director	$0	$0	$0
LEE HERSCHBERGER	DIRECTOR	N/A	Director	$0	$0	$0
KERRI KAHILA	DIRECTOR	N/A	Director	$0	$0	$0
HOLLY KEYSER	TREASURER	N/A	Officer Director	$0	$0	$0
JIMMY LAMB	DIRECTOR	N/A	Director	$0	$0	$0
LYNN LEGO	SECRETARY	N/A	Officer Director	$0	$0	$0
BRYAN NEWTON	DIRECTOR	N/A	Director	$0	$0	$0
DAVID NORTHROP	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOSH SCHWARTZ	DIRECTOR	N/A	Director	$0	$0	$0
KELLY SPENCE	DIRECTOR	N/A	Director	$0	$0	$0
MIKE STILES	DIRECTOR	N/A	Director	$0	$0	$0
CRAIG ULSH	DIRECTOR	N/A	Director	$0	$0	$0
RYAN WORTH	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$1,140,405	$1,046,041	$1,807,671	$94,364
2023	$1,106,756	$1,082,593	$1,719,866	$24,163
2022	$893,678	$930,702	$1,547,932	$-37,024
2021	$1,076,898	$812,145	$1,330,601	$264,753
2020	$849,588	$882,351	$1,014,361	$-32,763
2019	$862,959	$801,780	$1,068,127	$61,179
2018	$952,821	$769,831	$1,003,646	$182,990

ST JOSEPH COUNTY UNITED WAY