UNITED WAY OF JEFFERSON & N WALWORTH COUNTIES INC (EIN 396046361) - 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

1943

Legal Domicile

Principal Officer

ELIZABETH ELLIS

Phone

9205638880

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF JEFFERSON & N WALWORTH COUNTIES INC, founded in 1943, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $205K left a modest 10% surplus.

Mission

OUR MISSION IS TO IMPROVE PEOPLES LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITIES. WE WILL ACHIEVE THIS BY IDENTIFYING CRITICAL HUMAN NEEDS, SUPPORTING PROGRAMS THAT LEAD TO MEASURABLE COMMUNITY RESULTS AND BY PROVIDING FINNACIAL AND HUMAN RESOURCES TO SUPPORT THOSE PROGRAMS.

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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 $153,754

Program Service Revenue $65,757

Investment Income $6,652

Other Revenue $2,181

TOTAL REVENUE $228,344

Expense Breakdown

Grants Paid $53,856

Salaries & Benefits $60,633

Fundraising Expenses $36,229

Program Expenses $91,382

Other Expenses $90,684

TOTAL EXPENSES $205,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,344	$172,894	+0.3%
Expenses	$205,173	$258,275	-0.2%
Net Income	$23,171	$-85,381	-1.3%

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

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

$55,056

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH ELLIS	Treasurer	40.00	Officer	$55,056	$0	$55,056
TROY NORMAN	Director	2.00	Director	$0	$0	$0
MOLLY PARRISH	Director	2.00	Director	$0	$0	$0
CHRIS VAN GUNDY	Director	2.00	Director	$0	$0	$0
PEGGY STEBBINS	Director	2.00	Director	$0	$0	$0
TONY WEDL	Director	2.00	Director	$0	$0	$0
RYAN CALLAHAN	Director	2.00	Director	$0	$0	$0
LUC SHOEMAKER	Director	2.00	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	$228,344	$205,173	$169,736	$23,171
2024	$172,894	$258,275	$206,010	$-85,381
2023	$278,165	$249,329	$303,006	$28,836
2022	$334,749	$333,868	$322,517	$881

UNITED WAY OF JEFFERSON & N WALWORTH COUNTIES INC