UNITED WAY ST CROIX AND RED CEDAR … - Form 990 Financial Data

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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

1981

Legal Domicile

Principal Officer

BRIAN MCALPINE

Phone

7153770203

Tax Period

2025-10-01 to 2025-12-31

UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC, founded in 1981, is a small nonprofit in the Human Services sector that reported $432K in total revenue in fiscal year 2025. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $281K, a strong 65% operating margin.

Mission

THE MISSION OF UNITED WAY ST. CROIX & RED CEDAR VALLEYS IS TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN WESTERN WISCONSIN.

Program Service Accomplishments

Program 1

Expenses: $94,530 Revenue: $14,500

CHARITABLE DISTRIBUTIONS MADE TO LOCAL NOT-FOR-PROFIT ORGANIZATIONS PROVIDING PROGRAMS AND SERVICES THAT: MEET BASIC AND EMERGENCY NEEDS, STRENGTHEN CHILDREN AND FAMILIES AND PROMOTE HEALTH AND...

CHARITABLE DISTRIBUTIONS MADE TO LOCAL NOT-FOR-PROFIT ORGANIZATIONS PROVIDING PROGRAMS AND SERVICES THAT: MEET BASIC AND EMERGENCY NEEDS, STRENGTHEN CHILDREN AND FAMILIES AND PROMOTE HEALTH AND INDEPENDENCE IN ORDER TO IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS IN OUR SERVICE AREA.

Program 2

COMMUNITY IMPACT PROGRAMS INCLUDING DIAPER BANK, MENTAL HEALTH, GIVEBIG INITIATIVE, AND 211.

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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 (2025)

Revenue Breakdown

Contributions & Grants $411,908

Program Service Revenue $7,500

Investment Income $6,091

Other Revenue $7,000

TOTAL REVENUE $432,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,417

Fundraising Expenses $29,022

Program Expenses $94,530

Other Expenses $57,671

TOTAL EXPENSES $151,088

Year-over-Year Comparison

	2025	2024	Change
Revenue	$432,499	$625,316	-0.3%
Expenses	$151,088	$845,681	-0.8%
Net Income	$281,411	$-220,365	-2.3%

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

420

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

$78,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN MCALPINE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAYDI SOBOTKKA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM BARTELS	TREASURER	1.00	Officer Director	$0	$0	$0
AMY GRESKE	SECRETARY	1.00	Officer Director	$0	$0	$0
TODD SHERMAN	PAST PRESIDENT	1.00	Director	$0	$0	$0
KARL ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHY ASHER	DIRECTOR	1.00	Director	$0	$0	$0
LUISA GERASIMO	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY KINCAID	DIRECTOR	1.00	Director	$0	$0	$0
JOSH LINDSETH	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANI NORDQUIST	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE OSCARSON	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEE PECHMILLER	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA RUDQUIST	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN HIGHFILL	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MESCHKE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE OSERO	DIRECTOR	1.00	Director	$0	$0	$0
JASON SCHMITT	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI JONES	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MCCARTHY	EXECUTIVE DIRECTOR	40.00	Officer	$78,000	$0	$78,000

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	$432,499	$151,088	$938,456	$281,411
2025	No data	No data	No data	No data
2024	$873,390	$745,134	$874,004	$128,256
2023	$759,973	$761,180	$619,816	$-1,207
2022	$703,993	$615,073	$594,737	$88,920
2021	$935,460	$1,092,105	$536,626	$-156,645
2020	$1,718,271	$1,483,788	$774,134	$234,483
2019	$1,332,493	$1,384,909	$596,828	$-52,416
2018	$1,125,434	$1,170,334	$626,643	$-44,900

UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC