UNITED WAY OF DODGE COUNTY INC (EIN 396030786) - 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

1994

Legal Domicile

Principal Officer

JESSICA JACOBSON

Phone

9208852488

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF DODGE COUNTY INC, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $187K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $136K, a strong 73% operating margin.

Mission

TO BRING TOGETHER IN A UNITED APPEAL ALL POSSIBLE CAMPAIGNS OF COMMUNITY-ACCEPTED HEALTH, WELFARE AND RECREATIONAL AGENCIES, INCLUDING LOCAL, STATE AND NATIONAL SERVICE ORGANIZATIONS. THE ORGANIZATION SOLICTS FUNDS FOR AND DISTRIBUTES FUNDS TO, PROGRAMS OF SUCH AGENCIES.

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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 $186,918

Program Service Revenue $0

Investment Income $293

Other Revenue $0

TOTAL REVENUE $187,211

Expense Breakdown

Grants Paid $6,457

Salaries & Benefits $19,333

Fundraising Expenses $12,401

Program Expenses $17,178

Other Expenses $25,450

TOTAL EXPENSES $51,240

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,211	$213,040	-0.1%
Expenses	$51,240	$323,116	-0.8%
Net Income	$135,971	$-110,076	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA PETUSKE	DIRECTOR	1.00	Director	$0	$0	$0
ERIN JOHNS	DIRECTOR	1.00	Director	$0	$0	$0
DARLENE KURTZ	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA JACOBSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JORDAN NASH	VICE-PRESIDENT	2.00	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
2025	No data	No data	No data	No data
2024	$187,211	$51,240	$189,480	$135,971
2023	$213,040	$323,116	$57,870	$-110,076
2022	$279,061	$430,112	$168,454	$-151,051
2021	$181,284	$194,074	$318,515	$-12,790

UNITED WAY OF DODGE COUNTY INC