BROWN COUNTY UNITED WAY

EIN: 390806299 501(c)(3) Philanthropy & Grantmaking

GREEN BAY, WI

Total Revenue
$4,560,313
Total Expenses
$3,868,000
Total Assets
$6,949,161
Net Assets
$6,138,552
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Financial Trends

Organization Details

Formation Year
1925
Legal Domicile
WI
Principal Officer
ROBYN DAVIS
Phone
9204323393
Tax Period
2024-01-01 to 2024-12-31

BROWN COUNTY UNITED WAY, founded in 1925, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.6M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $692K, a strong 15% operating margin.

Mission

BROWN COUNTY UNITED WAY UNITES PEOPLE, IDEAS, AND RESOURCES TO CREATE COMMUNITY SOLUTIONS THAT STRENGTHEN EVERY PERSON AND EVERY COMMUNITY IN BROWN COUNTY.

Program Service Accomplishments

Program 1
Expenses: $1,716,948 Revenue: $22,251

BROWN COUNTY UNITED WAY STRIVES FOR AN INCLUSIVE COMMUNITY WHERE EVERY PERSON IN OUR COMMUNITY IS ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION...

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BROWN COUNTY UNITED WAY STRIVES FOR AN INCLUSIVE COMMUNITY WHERE EVERY PERSON IN OUR COMMUNITY IS ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, FINANCIAL WELL-BEING, AND CONNECTION TO COMMUNITY.

Program 2
Expenses: $388,298

PROGRAM INVESTMENT - INVESTING IN LOCAL DIRECT SERVICE PROGRAMS TO POSITIVELY IMPACT INDIVIDUALS. DURING 2024, OUR PROGRAM INVESTMENT PORTFOLIO INCLUDED GRANTS TO 23 PROGRAMS. THESE PROGRAMS PROVIDED...

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PROGRAM INVESTMENT - INVESTING IN LOCAL DIRECT SERVICE PROGRAMS TO POSITIVELY IMPACT INDIVIDUALS. DURING 2024, OUR PROGRAM INVESTMENT PORTFOLIO INCLUDED GRANTS TO 23 PROGRAMS. THESE PROGRAMS PROVIDED DIRECT ASSISTANCE TO A PROJECTED 16,000 INDIVIDUALS IN OUR COMMUNITY, WITHIN THE PRIORITY INVESTMENT AREAS OF EDUCATION, HEALTH, FINANCIAL WELLBEING, AND CONNECTION TO COMMUNITY

Program 3
Expenses: $73,337

IMPACT INITIATIVES AND ADVOCACY SOLUTIONS - IN THE AREA OF IMPACT INITIATIVES, WE ARE LEADING AND PARTNERING ON EFFORTS TO BRING ABOUT PHYSICAL AND SOCIAL ENVIRONMENT CHANGE TO IMPROVE COMMUNITY...

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IMPACT INITIATIVES AND ADVOCACY SOLUTIONS - IN THE AREA OF IMPACT INITIATIVES, WE ARE LEADING AND PARTNERING ON EFFORTS TO BRING ABOUT PHYSICAL AND SOCIAL ENVIRONMENT CHANGE TO IMPROVE COMMUNITY SYSTEMS. BEGINNING IN 2019, THE MAJORITY OF OUR IMPACT INITIATIVES BECAME PLACE-BASED, FOCUSING PRIMARILY ON NEIGHBORHOODS. OUR CENTRAL OBJECTIVES ARE TO IMPROVE SOCIAL COHESION, GROWTH, AND VITALITY THROUGH RESEARCH, EVIDENCE, COMMUNITY PARTNERSHIPS, AND THE VOICES OF RESIDENTS, HELPING TO ENSURE THAT NEIGHBORHOODS ARE SAFE PLACES WHERE PEOPLE CAN THRIVE. IN SUPPORT OF THIS WORK, DURING 2024 OUR COMMUNITY INVESTMENT STAFF ORGANIZED AND LEAD COMMUNITY BUILDING ACTIVITIES, NUMEROUS VOLUNTEER PROJECTS, AND EVENTS, AND SURVEYED COMMUNITY MEMBERS. OUR NEIGHBORHOOD PARTNERSHIP GRANT PROGRAM, ESTABLISHED IN 2020, CONTINUED TO INVEST IN NEIGHBORHOOD-BASED PROJECTS AND INITIATIVES, INCLUDING A COMMUNITY GARDENS PROJECT. THE STAFF TEAM ALSO ORGANIZED TRAUMA-INFORMED CARE TRAININGS FOR HUMAN SERVICE PROVIDERS AND OTHER PARTNERS, BEGAN DEVELOPING A NEW TRAINING PROGRAM FOCUSED ON DIVERSITY, EQUITY, INCLUSION, AND BELONGING.WITH RESPECT TO ADVOCACY SOLUTIONS, OUR OBJECTIVE IN THIS AREA IS TO SEEK OUT THE VOICE OF THE COMMUNITY AND ADVOCATE FOR POLICY CHANGE. OUR VOICE OF ALICE RESEARCH, LAUNCHED IN 2019, CAPTURED THE LIVE EXPERIENCES OF INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WHO ARE STRUGGLING TO MEET BASIC NEEDS. THEIR EXPERIENCES, COUPLED WITH ADDITIONAL QUALITATIVE AND QUANTITATIVE RESEARCH, IS SHAPING OUR NEW ADVOCACY AGENDA, WHICH IS GUIDED BY OUR ADVOCACY COUNCIL. DURING 2024, COMMUNITY INVESTMENT STAFF AND THE ADVOCACY COUNCIL CONTINUED TO REFINE AN ADVOCACY AGENDA AND ALSO DEVELOPED A NEW COMMUNITY INITIATIVE CALLED HUBCAP, WHICH WILL DELIVER SERVICES TO PEOPLE WHERE THEY LIVE AND WORK THROUGH THREE TYPES OF VEHICLES AND MANY COLLABORATING AGENCIES. WE ALSO CONTINUED TO PARTNER WITH OTHERS AT LOCAL, STATE, AND FEDERAL LEVELS TO PROVIDE INFORMATION ABOUT COMMUNITY NEEDS AND CO-CREATE SOLUTIONS REGARDING ISSUES SUCH AS CHILDCARE, MENTAL WELLNESS, NONPROFIT STABILITY, AND HOUSING/HOMELESSNESS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,287,040
Program Service Revenue $22,251
Investment Income $202,031
Other Revenue $48,991
TOTAL REVENUE $4,560,313

Expense Breakdown

Grants Paid $1,716,948
Salaries & Benefits $1,121,035
Fundraising Expenses $546,133
Program Expenses $2,870,709
Other Expenses $1,030,017
TOTAL EXPENSES $3,868,000

Year-over-Year Comparison

2024 2023 Change
Revenue $4,560,313 $3,213,256 +0.4%
Expenses $3,868,000 $3,181,154 +0.2%
Net Income $692,313 $32,102 +20.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
23
Independent Members
23
Employees
15
Volunteers
300

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
6
$291,994
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL SPICER CHAIR 1.50
Officer Director
$0 $0 $0
ANJOLI RASHID VICE CHAIR 1.50
Officer Director
$0 $0 $0
MICHAEL GASICK TREASURER 1.50
Officer Director
$0 $0 $0
STEVE SCHMEISSER SECRETARY 1.50
Officer Director
$0 $0 $0
SHARI ANTONISSEN MEMBER 0.50
Director
$0 $0 $0
ALISON BARTHEN MEMBER 0.50
Director
$0 $0 $0
VICKI BAYER MEMBER 0.50
Director
$0 $0 $0
WHITNEY CONNOR MEMBER 0.50
Director
$0 $0 $0
DAWN CRIM MEMBER 0.50
Director
$0 $0 $0
ANGELA DEWITT MEMBER 0.50
Director
$0 $0 $0
JOEL HANSEN MEMBER 0.50
Director
$0 $0 $0
ADAM JACKSON MEMBER 1.50
Director
$0 $0 $0
NATHAN KING MEMBER 0.50
Director
$0 $0 $0
SARA LAM MEMBER 0.50
Director
$0 $0 $0
JULIE MARTHALER MEMBER 1.50
Director
$0 $0 $0
STEVE MCFARLANE MEMBER 1.50
Director
$0 $0 $0
EDWARD POLICY MEMBER 0.50
Director
$0 $0 $0
DR JEFFREY RAFN MEMBER 0.50
Director
$0 $0 $0
JAMES RIDDERBUSH MEMBER 0.50
Director
$0 $0 $0
RYAN SEVERSON MEMBER 0.50
Director
$0 $0 $0
BRIAN STENZEL MEMBER 0.50
Director
$0 $0 $0
THOMAS VANDENBERG MEMBER 0.50
Director
$0 $0 $0
ERIN VANZEELAND MEMBER 0.50
Director
$0 $0 $0
ROBYN DAVIS PRESIDENT/CEO 40.00
Officer
$137,256 $27,598 $164,854
CHERYL CERRATO CHIEF FINANCIAL OFFICER 40.00
Officer
$90,912 $36,228 $127,140
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
2024 $4,560,313 $3,868,000 $6,949,161 $692,313
2023 $3,213,256 $3,181,154 $6,040,609 $32,102
2022 $2,981,594 $2,682,397 $5,920,417 $299,197
2021 $3,488,394 $2,840,414 $6,063,512 $647,980
2020 $3,541,249 $2,936,470 $5,385,259 $604,779
2019 $3,471,137 $3,383,719 $4,664,169 $87,418
2018 $3,643,512 $3,760,875 $4,338,608 $-117,363
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