UNITED WAY BLACKHAWK REGION INC (EIN 396006734) - 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

1944

Legal Domicile

Principal Officer

DENISE PETERS-KAUIHOU

Phone

6087573040

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY BLACKHAWK REGION INC, founded in 1944, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2023. Net assets of $6.5M represent 37 months of operating reserves.

Mission

TO BE A COMMUNITY LEADER FOR IDENTIFYING HEALTH AND HUMAN SERVICES PROBLEMS AND FACILITATING PARTNERSHIPS TO ACHIEVE SUSTAINABLE SOLUTIONS.

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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 $2,003,591

Program Service Revenue $0

Investment Income $54,857

Other Revenue $16,509

TOTAL REVENUE $2,074,957

Expense Breakdown

Grants Paid $1,519,268

Salaries & Benefits $433,610

Fundraising Expenses $273,770

Program Expenses $1,728,922

Other Expenses $275,770

TOTAL EXPENSES $2,228,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,074,957	$2,002,601	+0.0%
Expenses	$2,228,648	$2,175,967	+0.0%
Net Income	$-153,691	$-173,366	-0.1%

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

818

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

$216,022

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEREK HAHN	CHAIR	1.00	Officer Director	$0	$0	$0
DAN WILLIAMS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BONNIE DOMINGO	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT FISCHER	TREASURER	1.00	Officer Director	$0	$0	$0
GREG ARDREY	DIRECTOR	0.50	Director	$0	$0	$0
KELLY BEDESSEM	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT BORDWELL	DIRECTOR	0.50	Director	$0	$0	$0
MARK HOLZMAN	DIRECTOR	0.50	Director	$0	$0	$0
KAYLA HILLER	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE HULICK	DIRECTOR	0.50	Director	$0	$0	$0
BOB JONES	DIRECTOR	0.50	Director	$0	$0	$0
TIM OSWALD	DIRECTOR	0.50	Director	$0	$0	$0
PAT WEBERPAL	DIRECTOR	0.50	Director	$0	$0	$0
TOM RAMSDEN	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE MOSS	DIRECTOR	0.50	Director	$0	$0	$0
DR DENNIS PAULI	DIRECTOR	0.50	Director	$0	$0	$0
KATRINA HARWOOD	DIRECTOR	0.50	Director	$0	$0	$0
PATTY SCHUMACHER	DIRECTOR	0.50	Director	$0	$0	$0
TOM MCCAWLEY	DIRECTOR	0.50	Director	$0	$0	$0
DANNY SAWYER	DIRECTOR	0.50	Director	$0	$0	$0
AIMEE THURNER	DIRECTOR	0.50	Director	$0	$0	$0
MARY FANNING-PENNY	PRESIDENT & CEO	40.00	Officer	$122,532	$9,215	$131,747
LAURA NILSON	FINANCE DIRECTOR	40.00	Officer	$68,833	$15,442	$84,275

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	No data	No data	No data	No data
2023	$2,074,957	$2,228,648	$6,540,615	$-153,691
2022	$2,002,601	$2,175,967	$6,380,649	$-173,366
2021	$2,168,747	$2,335,688	$7,238,646	$-166,941
2020	$2,436,377	$2,594,988	$7,155,931	$-158,611
2019	$2,440,476	$2,392,461	$7,064,006	$48,015
2018	$2,631,511	$2,158,048	$6,511,229	$473,463

UNITED WAY BLACKHAWK REGION INC