UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC (EIN 391077901) - 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

1966

Legal Domicile

Principal Officer

DUSTIN OLSON

Phone

7158345043

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

WE IMPROVE LIVES AND BUILD STRONGER CHIPPEWA VALLEY COMMUNITIES BY BRINGING RESOURCES TOGETHER TO ADVANCE THE COMMON GOOD.

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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 $1,351,046

Program Service Revenue $1,108

Investment Income $23,033

Other Revenue $-17,302

TOTAL REVENUE $1,357,885

Expense Breakdown

Grants Paid $680,000

Salaries & Benefits $431,073

Fundraising Expenses $186,856

Program Expenses $1,071,142

Other Expenses $356,823

TOTAL EXPENSES $1,467,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,357,885	$1,484,399	-0.1%
Expenses	$1,467,896	$1,816,636	-0.2%
Net Income	$-110,011	$-332,237	-0.7%

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

913

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

$96,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARIE SOMMER	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MIRIAM GEHLER	PAST BOARD CHAIR	2.00	Officer Director	$0	$0	$0
SHAWN SNEDDEN	PAST BOARD CHAIR	2.00	Officer Director	$0	$0	$0
ANDREW DANIELS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SHEANNE HEDIGER	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTIN SCHMIDT	CIC CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER PROCHNOW	CAMPAIGN CHAIR	2.00	Officer Director	$0	$0	$0
BENNY ANDERSON	VICE CAMPAIGN CHAIR	2.00	Officer Director	$0	$0	$0
JENNINE FOX	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SIAKPERE	DIRECTOR	2.00	Director	$0	$0	$0
CASEY SCHUMACHER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA JOYCE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN JACOBSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WAGNER	DIRECTOR	2.00	Director	$0	$0	$0
JENI THORPE	DIRECTOR	2.00	Director	$0	$0	$0
TJ ATKINS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID KIMBALL	DIRECTOR	2.00	Director	$0	$0	$0
KYLE DARLEY	DIRECTOR	2.00	Director	$0	$0	$0
CORY KNUTSON	DIRECTOR	2.00	Director	$0	$0	$0
RYAN LUDY	EXECUTIVE DIRECTOR/SECRETARY	50.00	Officer	$95,000	$1,900	$96,900
DUSTIN OLSON	EXECUTIVE DIRECTOR/SECRETARY	50.00	Officer	$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
2025	$1,357,885	$1,467,896	$1,104,897	$-110,011
2024	$1,484,399	$1,816,636	$1,549,433	$-332,237
2023	$1,681,156	$1,720,597	$1,978,379	$-39,441
2022	$1,643,443	$1,679,297	$1,932,642	$-35,854
2021	$1,656,430	$2,066,126	$2,006,685	$-409,696
2020	$2,145,093	$1,615,292	$2,396,719	$529,801
2019	$1,740,011	$1,656,789	$1,810,035	$83,222

UNITED WAY OF THE GREATER CHIPPEWA VALLEY INC