UNITED WAY OF SHEBOYGAN COUNTY INC (EIN 390808471) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

CHRISTINE LOOSE

Phone

9204583425

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF SHEBOYGAN COUNTY INC, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAY OF SHEBOYGAN COUNTY'S MISSION IS TO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE, LASTING WAYS WITH A VISION OF A COMMUNITY WHERE EVERYONE CAN ACHIEVE THEIR FULL POTENTIAL. UNITED WAY IS COMMITTED TO PARTNER WITH LOCAL ORGANIZATIONS, GOVERNMENT, AND BUSINESSES TO UNDERSTAND AND SOLVE COMPLEX ISSUES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,202,879

Program Service Revenue $0

Investment Income $91,433

Other Revenue $-15,383

TOTAL REVENUE $2,278,929

Expense Breakdown

Grants Paid $1,507,253

Salaries & Benefits $714,962

Fundraising Expenses $124,717

Program Expenses $2,099,529

Other Expenses $218,509

TOTAL EXPENSES $2,440,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,278,929	$2,850,069	-0.2%
Expenses	$2,440,724	$1,990,685	+0.2%
Net Income	$-161,795	$859,384	-1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1063

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

$139,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE BAER	CEO	40.00	Officer	$106,871	$32,460	$139,331
HILARY ARTHUR	BOARD MEMBER	0.50	Director	$0	$0	$0
HOLLY BAUMGART	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALEX CASTILLO	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID GALLIANETTI	PAST CHAIR	1.00	Officer Director	$0	$0	$0
SHERRI HALVERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
ZACH KAISER	BOARD MEMBER	0.50	Director	$0	$0	$0
TRAVIS KNIER	BOARD MEMBER	0.50	Director	$0	$0	$0
JACOB KONRATH	BOARD MEMBER	0.50	Director	$0	$0	$0
ALAYNE KRAUSE	BOARD MEMBER	0.50	Director	$0	$0	$0
KARL KUHN	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTINE LOOSE	CHAIR	1.00	Officer Director	$0	$0	$0
ROSS MARSDEN	TREASURER	2.00	Officer Director	$0	$0	$0
TAMMY PELLETIER	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDSAY RICK	SECRETARY	1.00	Officer Director	$0	$0	$0
GARRETT TESELLE	BOARD MEMBER	0.50	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	$2,278,929	$2,440,724	$3,807,147	$-161,795
2024	$2,850,069	$1,990,685	$3,841,894	$859,384
2023	$2,195,503	$2,478,019	$3,256,461	$-282,516
2022	$2,645,345	$2,588,328	$3,688,513	$57,017
2021	$2,727,636	$2,681,761	$4,008,132	$45,875
2020	$2,529,793	$2,728,197	$3,550,432	$-198,404
2019	$2,695,837	$2,632,253	$4,156,464	$63,584

UNITED WAY OF SHEBOYGAN COUNTY INC