UNITED WAY OF MARATHON COUNTY INC

EIN: 390935496 501(c)(3) Philanthropy & Grantmaking

Wausau, WI

Total Revenue
$3,634,535
Total Expenses
$3,470,777
Total Assets
$5,333,995
Net Assets
$2,835,102
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
WI
Principal Officer
Jeffrey Sargent
Phone
7158482927
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF MARATHON COUNTY INC, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 5% surplus.

Mission

United Way's new bold goal to lift 10,000 Community Members to Financial Stability by 2033 with the help of our funded partners and our mission Uniting to Thrive, focusing on serving the ALICE population to assist with meeting basic needs and improving lives through campaign dollars and corporate giving.

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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 $3,383,761
Program Service Revenue $0
Investment Income $61,408
Other Revenue $189,366
TOTAL REVENUE $3,634,535

Expense Breakdown

Grants Paid $1,628,350
Salaries & Benefits $1,108,568
Fundraising Expenses $276,382
Program Expenses $2,812,099
Other Expenses $733,859
TOTAL EXPENSES $3,470,777

Year-over-Year Comparison

2024 2023 Change
Revenue $3,634,535 $3,379,630 +0.1%
Expenses $3,470,777 $3,426,267 +0.0%
Net Income $163,758 $-46,637 -4.5%
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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Governance

Voting Members
29
Independent Members
29
Employees
22
Volunteers
2578

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
10
$127,286
Total Directors
26
$127,286
Key Employees
2
$217,859
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jeffrey Sargent Executive Director 40
Officer Director Key Emp Highest
$121,920 $5,366 $127,286
Melissa Beese Director of Finance and Admin 40
Key Emp
$86,690 $3,883 $90,573
Andrew Shallow Assoc Corp Giving Chair 1
Officer Director
$0 $0 $0
Julie Bliss Vice President Marketing 1
Officer Director
$0 $0 $0
Dr Swati Biswas At Large Community Officer 1
Officer Director
$0 $0 $0
Michael Loy Past President 1
Officer Director
$0 $0 $0
David Greene President 2
Officer Director
$0 $0 $0
Bailey Sleeper Vice President Community Impact 2
Officer Director
$0 $0 $0
Rob Elliott Board Member 1
Director
$0 $0 $0
Nancy Kaiser Board Member 1
Director
$0 $0 $0
Jenny Redman-Schell Board Member 1
Director
$0 $0 $0
Paul Herold Board Member 1
Director
$0 $0 $0
Kari Solomonson Board Member 1
Director
$0 $0 $0
Craig Uhlenbrauck President Elect 1
Officer Director
$0 $0 $0
Kalli Yaklyvich Board Member 1
Director
$0 $0 $0
Lisa Felch Board Member 1
Director
$0 $0 $0
Amy Janke Corporate Giving Chair 2
Officer Director
$0 $0 $0
Jessica Meadows Board Member 1
Director
$0 $0 $0
Christy Keele Board Member 1
Director
$0 $0 $0
Dr Casey Nye Board Member 1
Director
$0 $0 $0
Todd Hagedorn Board Member 1
Director
$0 $0 $0
Mitchell Guralski Ex-Officio 1
Director
$0 $0 $0
Steve Zeinemann Ex-Officio 1
Director
$0 $0 $0
David Nelson VP Administration 2
Officer Director
$0 $0 $0
Tom Newell Board member 1
Director
$0 $0 $0
Jennifer Smith Board Member 1
Director
$0 $0 $0
Samantha Diedrich Board Member 1
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
2024 $3,634,535 $3,470,777 $5,333,995 $163,758
2023 $3,379,630 $3,426,267 $5,213,990 $-46,637
2022 $3,198,406 $3,341,190 $5,503,606 $-142,784
2021 $3,466,333 $3,308,935 $4,823,921 $157,398
2020 $3,385,394 $3,351,328 $4,545,063 $34,066
2019 $3,313,703 $3,391,154 $4,468,019 $-77,451
2018 $3,412,383 $3,421,196 $4,490,943 $-8,813
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