NORTHWOODS UNITED WAY (EIN 391247457) - 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

Legal Domicile

Principal Officer

EILEEN PERSIKE

Tax Period

2024-01-01 to 2024-12-31

NORTHWOODS UNITED WAY is a small nonprofit in the Philanthropy & Grantmaking sector that reported $115K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $231K represent 24 months of operating reserves.

Mission

THE NORTHWOODS UNITED WAY, INC IS A LOCALLY DIRECTED ORGANIZATION, WORKING TO IMPROVE LIVES IN FOREST, ONEIDA, PRICE AND VILAS COUNTIES BY MOBILIZING COMMUNITY RESOURCES AND STRATEGICALLY INVESTING IN HUMAN SERVICE PROGRAMS.

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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 $104,140

Program Service Revenue $0

Investment Income $632

Other Revenue $10,551

TOTAL REVENUE $115,323

Expense Breakdown

Grants Paid $80,450

Salaries & Benefits $19,759

Fundraising Expenses $5,428

Program Expenses $84,649

Other Expenses $24,168

TOTAL EXPENSES $124,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,323	$128,621	-0.1%
Expenses	$124,377	$150,639	-0.2%
Net Income	$-9,054	$-22,018	-0.6%

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

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

$18,355

Total Directors

$18,355

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY SATTLER	EXECUTIVE DI	20.00	Officer Director	$18,355	$0	$18,355
NATHAN CHARTRAND	SECRETARY	1.00	Officer Director	$0	$0	$0
KRYSTAL FOCHS	BOARD MEMBER	0.25	Director	$0	$0	$0
RUSSELL MYERS	BOARD MEMBER	0.25	Director	$0	$0	$0
EILEEN PERSIKE	PRESIDENT	0.25	Officer Director	$0	$0	$0
NATHAN PETERS	BOARD MEMBER	0.25	Director	$0	$0	$0
MATT STEINGRABER	BOARD MEMBER	0.25	Director	$0	$0	$0
CARRIE THIESEN	BOARD MEMBER	0.25	Director	$0	$0	$0
TOMMY WARTMAN	TREASURER	0.25	Officer Director	$0	$0	$0
BRIAN WEBSTER	VICE PRESIDE	0.25	Officer 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	$115,323	$124,377	$232,271	$-9,054
2023	$128,621	$150,639	$244,246	$-22,018
2022	$138,990	$154,706	$262,808	$-15,716
2021	$213,151	$157,623	$303,720	$55,528
2020	$191,996	$171,178	$242,915	$20,818
2019	$177,075	$130,411	$222,101	$46,664
2018	$126,071	$158,821	$175,446	$-32,750

NORTHWOODS UNITED WAY