MARSHFIELD AREA UNITED WAY

EIN: 391035073 501(c)(3) Philanthropy & Grantmaking

MARSHFIELD, WI

Total Revenue
$949,920
Total Expenses
$967,746
Total Assets
$1,726,910
Net Assets
$1,704,301
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Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
WI
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. WE DO THAT BY ACTING AS A LEADING ORGANIZATION BRINGING OUR COMMUNITY TOGETHER TO PRIORITIZE AND ADDRESS HUMAN SERVICE NEEDS BY BUILDING PARTNERSHIPS, FORGING CONSENSUS, AND LEVERAGING RESOURCES TO ACHIEVE MEASURABLE, SUSTAINED, POSITIVE OUTCOMES.

Program Service Accomplishments

Program 1
Expenses: $523,283

COMMUNITY IMPACT PROGRAMS PARENTS WHO HAVE SUPPORT FROM EARLY ON CAN BUILD GREAT FUTURES FOR THEIR CHILDREN. UNITED WAY WORKS WITH SCHOOLS, PARENTS, AND PARTNERS TO ENSURE THAT EVERY CHILD IS...

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COMMUNITY IMPACT PROGRAMS PARENTS WHO HAVE SUPPORT FROM EARLY ON CAN BUILD GREAT FUTURES FOR THEIR CHILDREN. UNITED WAY WORKS WITH SCHOOLS, PARENTS, AND PARTNERS TO ENSURE THAT EVERY CHILD IS EQUIPPED FOR SUCCESS IN SCHOOL, WORK, AND LIFE BY INVESTING IN PROGRAMS THAT PRODUCE RESULTS. IN 2023, 4,857 CHILDREN OR THEIR PARENTS/CAREGIVERS RECEIVED SUPPORT FOR EARLY CHILDHOOD EDUCATION, YOUTH DEVELOPMENT, AND SERVICES FOR CHILDREN AND FAMILIES.OUR COMMUNITY WILL ONLY PROSPER AND GROW IF ALL FAMILIES ARE FINANCIALLY STABLE. UNITED WAY'S WORK IN FINANCIAL STABILITY IS FOCUSED ON ENSURING ALL FAMILIES AND INDIVIDUALS ACHIEVE INDEPENDENCE. MORE FAMILIES ARE ACHIEVING FINANCIAL STABILITY. IN 2023, 1,454 ADULTS AND FAMILIES BENEFITED FROM PROGRAMS THAT HELPED SECURE THEIR MOST BASIC NEEDS, AND PROVIDED SUPPORT TO SECURE AND/OR REMAIN IN A SAFE AND STABLE HOME.THE HEALTH OF INDIVIDUALS IS A STRONG INDICATOR OF THE HEALTH OF A COMMUNITY. ACHIEVING AND MAINTAINING GOOD HEALTH IS IMPORTANT DURING ALL STAGES OF LIFE, FROM CONCEPTION THROUGH CHILDHOOD, INTO ADULTHOOD AND THROUGH OLDER AGE. WHETHER IT IS A TEEN STRUGGLING WITH THEIR MENTAL WELL-BEING, A SENIOR IN NEED OF SOME SUPPORT AND CARE, OR A SURVIVOR OF ABUSE SEEKING A SAFER ENVIRONMENT, UNITED WAY IS FIGHTING TO IMPROVE THE QUALITY OF LIFE FOR ALL. OUR COMMUNITY IS HEALTHIER: IN 2023, 2,230 YOUTH AND ADULTS HAD INCREASED ACCESS TO HEALTH CARE PROGRAMS, HEALTH AND WELLNESS SERVICES, AND SAFER AND HEALTHIER COMMUNITIES.

Program 2
Expenses: $139,555

NUTRITION ON WEEKENDS PROGRAM THE NUTRITION ON WEEKENDS (NOW) PROGRAM IS A COLLABORATIVE, COMMUNITY EFFORT TO TARGET CHILDHOOD HUNGER. THE PROGRAM PROVIDES HEALTHY, READY-TO-EAT NUTRITIONAL FOODS FOR...

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NUTRITION ON WEEKENDS PROGRAM THE NUTRITION ON WEEKENDS (NOW) PROGRAM IS A COLLABORATIVE, COMMUNITY EFFORT TO TARGET CHILDHOOD HUNGER. THE PROGRAM PROVIDES HEALTHY, READY-TO-EAT NUTRITIONAL FOODS FOR CHILDREN DURING THE WEEKEND. IN 2023, 685 CHILDREN RECEIVED FOOD THROUGH THE NOW PROGRAM.

Program 3
Expenses: $103,107

VOLUNTEER CENTER PROJECTS VOLUNTEER CENTER PROJECTS CONNECT INDIVIDUALS WISHING TO VOLUNTEER WITH SOCIAL SERVICE PROGRAMS SEEKING VOLUNTEERS. ADDITIONALLY THE VOLUNTEER CENTER CONDUCTS VARIOUS...

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VOLUNTEER CENTER PROJECTS VOLUNTEER CENTER PROJECTS CONNECT INDIVIDUALS WISHING TO VOLUNTEER WITH SOCIAL SERVICE PROGRAMS SEEKING VOLUNTEERS. ADDITIONALLY THE VOLUNTEER CENTER CONDUCTS VARIOUS PROJECTS THROUGHOUT THE YEAR SUCH AS SUPPLIES 4 SUCCESS WHICH PROVIDED 676 AREA SCHOOL CHILDREN WITH BACKPACKS AND SCHOOL SUPPLIES PREPARED BY 73 VOLUNTEERS, MAKE A DIFFERENCE DAY IN WHICH 31 SENIOR AND DISABLED HOMEOWNERS HAD THEIR YARDS RAKED BY 161 VOLUNTEERS. IN 2023, OUR AARP TAX-AIDE PROGRAM ASSISTED 535 SENIOR AND LOW-INCOME HOUSEHOLDS PREPARE TAXES.

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

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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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Governance

Voting Members
18
Independent Members
18
Employees
5
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
6
$79,415
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
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
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