BROWN COUNTY UNITED WAY (EIN 390806299) - 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

1925

Legal Domicile

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

TO HAVE AN INCLUSIVE COMMUNITY WHERE ALL INDIVIDUALS ARE ABLE TO MEET THEIR BASIC NEEDS AND HAVE EQUAL OPPORTUNITY FOR STABILITY IN THEIR HEALTH, EDUCATION, AND FINANCIAL WELL-BEING.

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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 $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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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

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

$291,994

Total Directors

Key Employees

Highest Compensated

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

BROWN COUNTY UNITED WAY