UNITED WAY OF WALWORTH COUNTY

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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

1984

Legal Domicile

Principal Officer

JACOB MCHUGH

Phone

2623744474

Tax Period

2024-08-01 to 2025-07-31

UNITED WAY OF WALWORTH COUNTY, founded in 1984, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. The organization ran a surplus of $901K, a strong 58% operating margin.

Mission

COLLECT AND DISBURSE FUNDS FOR THE UNITED WAY

Program Service Accomplishments

Program 1

Expenses: $545,679

ALLOCATIONS AND GRANTS

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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 $1,518,384

Program Service Revenue $0

Investment Income $13,189

Other Revenue $23,903

TOTAL REVENUE $1,555,476

Expense Breakdown

Grants Paid $513,614

Salaries & Benefits $80,130

Fundraising Expenses $52,369

Program Expenses $545,679

Other Expenses $60,282

TOTAL EXPENSES $654,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,555,476	N/A	N/A
Expenses	$654,026	N/A	N/A
Net Income	$901,450	$0	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HOLT	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
STACEY BUDILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
MORGAN LANDI	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JACOB MCHUGH	TREASURER	2.00	Officer Director	$0	$0	$0
KYLE HUNDT	VICE PRESIDENT	1.00	Director	$0	$0	$0
TABITHA SCHROCK	SECRETARY	1.00	Director	$0	$0	$0
KJ JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
PATTIE WOODS	DIRECTOR	1.00	Director	$0	$0	$0
JACOB MICK	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SEMPF	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN QUIST	DIRECTOR	1.00	Director	$0	$0	$0
PAM CARPER	DIRECTOR	1.00	Director	$0	$0	$0
SKIP MOSSHAMER	DIRECTOR	1.00	Director	$0	$0	$0
MARISOL RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
JULIE STRASSER	DIRECTOR	1.00	Director	$0	$0	$0
VAL DONNAN	DIRECTOR	1.00	Director	$0	$0	$0
SAM DREYER	DIRECTOR	1.00	Director	$0	$0	$0
MARY DALY	DIRECTOR	1.00	Director	$0	$0	$0
AMY KILKENNY	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA BLIMBERGS	DIRECTOR	1.00	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
2025	$1,555,476	$654,026	$1,194,172	$901,450
2024	$462,688	$369,361	$270,766	$93,327
2023	$431,605	$392,880	$168,628	$38,725
2022	$358,863	$421,754	$125,822	$-62,891
2021	$318,402	$318,002	$170,019	$400
2020	$266,194	$330,878	$167,677	$-64,684
2019	$292,754	$256,470	$221,148	$36,284
2018	$256,870	$224,677	$183,606	$32,193