UNITED WAY OF WALWORTH COUNTY (EIN 391471340) - 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

1984

Legal Domicile

Principal Officer

STACY BUDILL

Phone

2623744474

Tax Period

2023-08-01 to 2024-07-31

UNITED WAY OF WALWORTH COUNTY, founded in 1984, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $463K in total revenue in fiscal year 2023. The organization ran a surplus of $93K, a strong 20% operating margin.

Mission

COLLECT AND DISBURSE FUNDS FOR UNITED WAY

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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 (2023)

Revenue Breakdown

Contributions & Grants $332,161

Program Service Revenue $0

Investment Income $4,749

Other Revenue $125,778

TOTAL REVENUE $462,688

Expense Breakdown

Grants Paid $274,758

Salaries & Benefits $39,802

Fundraising Expenses $34,535

Program Expenses $287,430

Other Expenses $54,801

TOTAL EXPENSES $369,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$462,688	$431,605	+0.1%
Expenses	$369,361	$392,880	-0.1%
Net Income	$93,327	$38,725	+1.4%

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
STACY BUDILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE DOELDER	TREASURER	2.00	Officer Director	$0	$0	$0
CALI DRAFKORN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NICHOLAS EGERT	SECRETARY	1.00	Officer Director	$0	$0	$0
KYLE HUNDT	DIRECTOR	1.00	Director	$0	$0	$0
KJ JIMENEZ	DIRECTOR	1.00	Director	$0	$0	$0
PATTIE WOODS	DIRECTOR	1.00	Director	$0	$0	$0
JADEN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SEMPF	DIRECTOR	1.00	Director	$0	$0	$0
KENDRA JENSKI	DIRECTOR	1.00	Director	$0	$0	$0
JACOB MCHUGH	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 RIVERIA	DIRECTOR	1.00	Director	$0	$0	$0
JULIE STRASSER	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
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

UNITED WAY OF WALWORTH COUNTY