UNITED WAY FOX CITIES INC (EIN 390912895) - 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

1993

Legal Domicile

Principal Officer

LISA KOGAN-PRASKA

Phone

9209547210

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY FOX CITIES INC, founded in 1993, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.1M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

THE ORGANIZATION IS FOCUSED ON IDENTIFYING AND ADDRESSING CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE FOX CITIES. THE ORGANIZATION SEEKS TO IMPROVE LIVES BY CREATING LASTING CHANGES IN THE COMMUNITY CONDITIONS.

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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 $9,797,438

Program Service Revenue $49,835

Investment Income $184,315

Other Revenue $89,577

TOTAL REVENUE $10,121,165

Expense Breakdown

Grants Paid $7,617,592

Salaries & Benefits $2,048,844

Fundraising Expenses $643,903

Program Expenses $8,927,734

Other Expenses $895,836

TOTAL EXPENSES $10,562,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,121,165	$10,819,349	-0.1%
Expenses	$10,562,272	$12,801,884	-0.2%
Net Income	$-441,107	$-1,982,535	-0.8%

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

1138

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

$173,906

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM BASSETT	CHAIR	1.00	Officer Director	$0	$0	$0
DUSTIN MCCLONE	PAST CHAIR	0.50	Officer Director	$0	$0	$0
WENDY ROSPLOCH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUE VANDEN BROEK	SECRETARY	0.50	Officer Director	$0	$0	$0
AMY VAN STRATEN	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN BATLEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN BERE	DIRECTOR	0.50	Director	$0	$0	$0
RAYON BROWN	DIRECTOR	0.50	Director	$0	$0	$0
KATI BRUMLIC	DIRECTOR	0.50	Director	$0	$0	$0
BEN BRUNS	DIRECTOR	0.50	Director	$0	$0	$0
TIM HOFF	DIRECTOR	0.50	Director	$0	$0	$0
MIKE KESSENICH	DIRECTOR - AS OF 8/2024	0.50	Director	$0	$0	$0
NATHAN LEITERITZ	DIRECTOR - AS OF 6/2024	0.50	Director	$0	$0	$0
PENNY RANSOM	DIRECTOR - AS OF 8/2024	0.50	Director	$0	$0	$0
MIKE RIEGSECKER	DIRECTOR	0.50	Director	$0	$0	$0
JAKE RUATTI	DIRECTOR	0.50	Director	$0	$0	$0
BRENTON TEELING	DIRECTOR	0.50	Director	$0	$0	$0
TIM VAN HIMBERGEN	DIRECTOR - AS OF 6/2024	0.50	Director	$0	$0	$0
TAMI VAN STRATEN	DIRECTOR - AS OF 6/2024	0.50	Director	$0	$0	$0
DAVID VOSS III	DIRECTOR	0.50	Director	$0	$0	$0
LISA KOGAN-PRASKA	PRESIDENT/CEO	50.00	Officer	$167,708	$6,198	$173,906
WENDY KRUEGER	CHIEF OPERATING OFFICER	45.00	Highest	$116,802	$29,618	$146,420
PETER C KELLY	PRESIDENT/CEO - FORMER	0.00		$292,667	$0	$292,667

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	$10,121,165	$10,562,272	$10,866,959	$-441,107
2024	$10,819,349	$12,801,884	$11,741,117	$-1,982,535
2023	$10,268,278	$12,192,270	$13,792,143	$-1,923,992
2022	$10,302,524	$10,551,678	$16,186,120	$-249,154
2021	$10,585,054	$9,343,769	$15,826,764	$1,241,285
2020	$9,611,887	$9,752,849	$13,917,204	$-140,962
2019	$9,462,130	$9,591,529	$14,477,438	$-129,399
2018	$9,566,063	$9,441,703	$14,650,777	$124,360

UNITED WAY FOX CITIES INC