FOND DU LAC AREA UNITED WAY INC (EIN 390806194) - 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

1948

Legal Domicile

Principal Officer

AMBER KILAWEE

Phone

9209217010

Tax Period

2023-01-01 to 2023-12-31

FOND DU LAC AREA UNITED WAY INC, founded in 1948, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $602K in total revenue in fiscal year 2023. Expenses of $520K left a modest 14% surplus.

Mission

TO UNITE INDIVIDUALS AND ORGANIZATIONS IN TEAMWORK THAT FORSTERS THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF OUR COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $588,324

Program Service Revenue $1,795

Investment Income $11,759

Other Revenue $50

TOTAL REVENUE $601,928

Expense Breakdown

Grants Paid $276,162

Salaries & Benefits $76,854

Fundraising Expenses $105,421

Program Expenses $364,208

Other Expenses $166,595

TOTAL EXPENSES $519,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$601,928	$559,134	+0.1%
Expenses	$519,611	$572,920	-0.1%
Net Income	$82,317	$-13,786	-7.0%

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

224

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

$58,539

Total Directors

$58,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER KILAWEE	EXECUTIVE DIRECTOR	40.00	Officer Director	$58,539	$0	$58,539
JESSICA LEHMAN	TREASURER	1.00	Officer Director	$0	$0	$0
KAY LUEPKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN CARMODY	PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA JOHNSON	PAST PRESIDENT	1.00	Director	$0	$0	$0
MARY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
RYAN HAASE	DIRECTOR	1.00	Director	$0	$0	$0
DR JOANNE PASIUK	DIRECTOR	1.00	Director	$0	$0	$0
TIM REID	DIRECTOR	1.00	Director	$0	$0	$0
ERIN BRENDELSON	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA WAURIO	DIRECTOR	1.00	Director	$0	$0	$0
MAXIMILLIAN HOLZMANN	DIRECTOR	1.00	Director	$0	$0	$0
MINA VANG	DIRECTOR	1.00	Director	$0	$0	$0
JERID WINKLER	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
2023	$601,928	$519,611	$707,077	$82,317
2022	$559,134	$572,920	$575,797	$-13,786
2022	$557,524	$571,310	$575,797	$-13,786
2021	$386,966	$695,090	$462,931	$-308,124
2021	$629,744	$677,422	$686,380	$-47,678
2020	$694,848	$651,560	$815,039	$43,288
2019	$700,544	$695,716	$788,689	$4,828
2018	$606,135	$772,259	$758,741	$-166,124

FOND DU LAC AREA UNITED WAY INC