UNITED WAY OF PORTAGE COUNTY INC (EIN 390831152) - 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

1975

Legal Domicile

Principal Officer

LONDON COOPER

Phone

7153416740

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF PORTAGE COUNTY INC, founded in 1975, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $8.3M represent 25 months of operating reserves.

Mission

THE UNITED WAY OF PORTAGE COUNTY BRINGS PEOPLE AND RESOURCES TOGETHER TO ACHIEVE MEASURABLE RESULTS THAT IMPROVE PEOPLE'S LIVES AND STRENGTHEN 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 (2024)

Revenue Breakdown

Contributions & Grants $3,848,432

Program Service Revenue $0

Investment Income $123,204

Other Revenue $494

TOTAL REVENUE $3,972,130

Expense Breakdown

Grants Paid $2,479,477

Salaries & Benefits $725,438

Fundraising Expenses $501,490

Program Expenses $3,078,046

Other Expenses $731,454

TOTAL EXPENSES $3,936,369

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,972,130	$3,452,829	+0.2%
Expenses	$3,936,369	$3,633,111	+0.1%
Net Income	$35,761	$-180,282	-1.2%

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

748

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

$329,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN ADAMSKI	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG AITTAMA	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS BUSHMAN	DIRECTOR	1.00	Director	$0	$0	$0
LONDON COOPER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
PAULA ERICKSON	DIRECTOR	1.00	Director	$0	$0	$0
WEBSTER FRANCOIS	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA GARCIA-BORES	DIRECTOR	1.00	Director	$0	$0	$0
PAUL GWIDT	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW HALVERSON	DIRECTOR	1.00	Director	$0	$0	$0
CORY HIRSBRUNNER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HOERTER	DIRECTOR	1.00	Director	$0	$0	$0
TODD HUSPENI	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE KINSELLA	PAST PRESIDENT	4.00	Director	$0	$0	$0
STEVE KUNST	DIRECTOR	1.00	Officer Director	$0	$0	$0
TERRI MARKI	DIRECTOR	1.00	Director	$0	$0	$0
JOE MARTINO	DIRECTOR	1.00	Director	$0	$0	$0
ALEX OKRAY	DIRECTOR	1.00	Director	$0	$0	$0
MATT PAULUS	DIRECTOR	1.00	Director	$0	$0	$0
TINA PETERS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE PRZYBYLSKI	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE RATHE	PRESIDENT	4.00	Officer Director	$0	$0	$0
ROSS RETTLER	DIRECTOR	1.00	Director	$0	$0	$0
BETH SEKERKA	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
ARIEL WELLING	DIRECTOR	1.00	Director	$0	$0	$0
SUE WILLE	TREASURER	4.00	Officer Director	$0	$0	$0
ELISHA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
RACHELLE HANSON	VICE PRESIDENT OF FINANCE	45.00	Officer	$87,632	$19,982	$107,614
FRED HEBBIEWHITE	CEO	45.00	Officer	$115,000	$6,968	$121,968
MAE NACHMAN	VICE PRESIDENT OF COMMUNITY IMPACT	45.00	Officer	$87,944	$11,855	$99,799

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	$3,972,130	$3,936,369	$8,703,138	$35,761
2023	$3,452,829	$3,633,111	$8,475,294	$-180,282
2022	$3,650,831	$3,406,668	$8,678,260	$244,163
2021	$4,887,686	$3,302,162	$8,411,762	$1,585,524
2020	$4,099,782	$3,943,475	$6,805,684	$156,307
2019	$3,693,358	$3,363,049	$6,602,515	$330,309
2018	$3,399,108	$3,146,316	$6,240,980	$252,792

UNITED WAY OF PORTAGE COUNTY INC