UNITED WAY OF KENOSHA COUNTY INC (EIN 390806285) - 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

1959

Legal Domicile

Principal Officer

CAROLYNN FRIESCH

Phone

2626584104

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF KENOSHA COUNTY INC, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 6% surplus.

Mission

THE MISSION OF UNITED WAY OF KENOSHA COUNTY IS TO CONNECT CARING VOICES AND MAXIMIZE RESOURCES TO COLLECTIVELY STRENGTHEN AND UPLIFT KENOSHA COUNTY. WE ENVISION A KENOSHA COUNTY WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED, AND ECONOMICALLY STABLE.

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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 $840,076

Program Service Revenue $280,637

Investment Income $24,755

Other Revenue $46,282

TOTAL REVENUE $1,191,750

Expense Breakdown

Grants Paid $193,821

Salaries & Benefits $658,079

Fundraising Expenses $56,349

Program Expenses $939,377

Other Expenses $271,786

TOTAL EXPENSES $1,123,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,191,750	$1,071,911	+0.1%
Expenses	$1,123,686	$1,081,195	+0.0%
Net Income	$68,064	$-9,284	-8.3%

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

507

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

$163,140

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANYA RUDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROB HOGAN	TREASURER/FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
MARK HOLMES	DIRECTOR/AUDIT CHAIR	1.00	Officer Director	$0	$0	$0
ROBYN HEATHCOTE-DOERSCH	DIRECTOR/CIC CHAIR (FROM MAR 2025)	1.00	Officer Director	$0	$0	$0
JACQUELINE MORRIS	PRESIDENT (THRU MAR 2025)	1.00	Officer Director	$0	$0	$0
CYNDEAN JENNINGS	DIRECTOR/CIC CHAIR (THRU MAR 2025)	1.00	Officer Director	$0	$0	$0
KELSEY HUBELER	SECRETARY (THRU MAY 2025)	1.00	Officer Director	$0	$0	$0
DEZARREA JOHNSON-KINDLE	DIRECTOR	1.00	Director	$0	$0	$0
MITCH FERRARO	DIRECTOR	1.00	Director	$0	$0	$0
HORACE STAPLES	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
KARIN GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
ERIC PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHELE HANCOCK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BOND	DIRECTOR	1.00	Director	$0	$0	$0
JAMICE GLASS	DIRECTOR	1.00	Director	$0	$0	$0
LAVETTA ARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
BETH GAROUTTE	DIRECTOR (FROM MAR 2025)	1.00	Director	$0	$0	$0
DR DOMINIQUE PRITCHETT	DIRECTOR (FROM MAR 2025)	1.00	Director	$0	$0	$0
COLIN MURPHY	DIRECTOR (FROM MAR 2025)	1.00	Director	$0	$0	$0
KAILA BINGEN	DIRECTOR (FROM MAR 2025)	1.00	Director	$0	$0	$0
JENNIFER MAGGIO	DIRECTOR (FROM MAR 2025)	1.00	Director	$0	$0	$0
LAUREN NERI	DIRECTOR (THRU MAR 2025)	1.00	Director	$0	$0	$0
NIKKI PAYNE	DIRECTOR (THRU MAR 2025)	1.00	Director	$0	$0	$0
CAROLYNN FRIESCH	CHIEF EXECUTIVE OFFICER	40.00	Officer	$71,194	$22,176	$93,370
BETH GRIFFEN	DIRECTOR OF FINANCE	40.00	Officer	$58,791	$10,979	$69,770

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	$1,191,750	$1,123,686	$1,340,388	$68,064
2024	$1,071,911	$1,081,195	$1,278,355	$-9,284
2023	$789,190	$1,997,148	$1,320,528	$-1,207,958
2022	$1,262,344	$1,149,781	$2,445,511	$112,563
2021	$1,298,035	$915,472	$2,293,138	$382,563
2020	$1,264,291	$1,176,717	$2,026,522	$87,574
2019	$1,103,373	$1,069,758	$1,849,786	$33,615

UNITED WAY OF KENOSHA COUNTY INC