MARSHFIELD AREA UNITED WAY (EIN 391035073) - 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

1946

Legal Domicile

Principal Officer

ASHLEY WINCH

Phone

7155075005

Tax Period

2023-01-01 to 2023-12-31

MARSHFIELD AREA UNITED WAY, founded in 1946, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $950K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

MARSHFIELD AREA UNITED WAY'S (MAUW) MISSION IS TO INCREASE THE COMMUNITY'S CAPACITY TO CARE FOR ONE ANOTHER. MAUW SOLICITS AND DISTRIBUTES DONATIONS TO COMMUNITY HUMAN SERVICE ORGANIZATIONS WHO IN TURN PROVIDE NEEDED SERVICES IN 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 (2023)

Revenue Breakdown

Contributions & Grants $856,109

Program Service Revenue $0

Investment Income $16,585

Other Revenue $77,226

TOTAL REVENUE $949,920

Expense Breakdown

Grants Paid $505,725

Salaries & Benefits $209,096

Fundraising Expenses $113,800

Program Expenses $813,353

Other Expenses $252,925

TOTAL EXPENSES $967,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$949,920	$867,635	+0.1%
Expenses	$967,746	$899,273	+0.1%
Net Income	$-17,826	$-31,638	-0.4%

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

906

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

$79,415

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DUSTIN FOLLEN	TREASURER	2.00	Officer Director	$0	$0	$0
JOLENE STERNWEIS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATY ZALESKI	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE SAUTEBIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSH MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN ISAACSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA BARNES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW WILKINS	SECRETARY	2.00	Officer Director	$0	$0	$0
HOLLY ZOPFI	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIELLE NYSTROM	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF KOLSTAD	BOARD MEMBER	2.00	Director	$0	$0	$0
MAT BARTKOWIAK	BOARD MEMBER	2.00	Director	$0	$0	$0
CHERYL SCHWANTES	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARTY CHY	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN VARSHO	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY ADAMSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX LENDVED	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDON MEYER	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY WINCH	EXECUTIVE DIRETOR	45.00	Officer	$74,427	$4,988	$79,415

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	No data	No data	No data	No data
2023	$949,920	$967,746	$1,726,910	$-17,826
2022	$867,635	$899,273	$1,738,272	$-31,638
2021	$807,776	$857,134	$1,786,151	$-49,358
2020	$1,067,031	$932,175	$1,739,315	$134,856
2019	$1,066,765	$884,016	$1,576,749	$182,749
2018	$865,274	$857,443	$1,421,587	$7,831

MARSHFIELD AREA UNITED WAY