UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC (EIN 391212595) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

TARI JAHNS

Phone

7154210390

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC, founded in 1942, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $777K, a strong 46% operating margin.

Mission

UNITED WE CHANGE AND STRENGTHEN LIVES BY INVESTING IN OUR COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,385,344

Program Service Revenue $49,316

Investment Income $240,352

Other Revenue $7,416

TOTAL REVENUE $1,682,428

Expense Breakdown

Grants Paid $388,025

Salaries & Benefits $337,360

Fundraising Expenses $94,524

Program Expenses $701,801

Other Expenses $179,969

TOTAL EXPENSES $905,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,682,428	$1,333,678	+0.3%
Expenses	$905,354	$878,802	+0.0%
Net Income	$777,074	$454,876	+0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$107,367

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DEWITT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN HANSON	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN SLINKMAN	DIRECTOR	0.50	Director	$0	$0	$0
DALE BIKOWSKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
DARYL CASTONA	DIRECTOR	0.50	Director	$0	$0	$0
DAVE ORCUTT	DIRECTOR	0.50	Director	$0	$0	$0
EMILY WEILER	DIRECTOR	0.50	Director	$0	$0	$0
GREG HARTJES	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER GEHRT	SECRETARY	2.00	Officer Director	$0	$0	$0
JADA MCDOUGALL	DIRECTOR	0.50	Director	$0	$0	$0
JASON DEITZ	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA FOX	DIRECTOR	0.50	Director	$0	$0	$0
JULANNE RANEK-STOLTZ	DIRECTOR	0.50	Director	$0	$0	$0
JUSTIN HUEBNER	DIRECTOR	0.50	Director	$0	$0	$0
NATHAN QUINNELL	TREASURER	2.00	Officer Director	$0	$0	$0
RON RASMUSSEN	DIRECTOR	0.50	Director	$0	$0	$0
SHALINA WOLLSCHLAGER	DIRECTOR	0.50	Director	$0	$0	$0
SHAWN JOHNSTON	DIRECTOR	0.50	Director	$0	$0	$0
SHELLY MONDEIK	DIRECTOR	0.50	Director	$0	$0	$0
TARI JAHNS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$93,600	$13,767	$107,367

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	No data	No data	No data	No data
2024	$1,682,428	$905,354	$6,886,401	$777,074
2023	$1,333,678	$878,802	$6,058,858	$454,876
2022	$835,658	$865,945	$5,344,800	$-30,287
2021	$925,329	$819,160	$5,879,565	$106,169
2020	$875,644	$950,355	$5,813,165	$-74,711
2019	$950,310	$884,975	$5,644,170	$65,335

UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC