UNITED WAY OF DUNN COUNTY INC (EIN 396099810) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

TIM BARTELS

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF DUNN COUNTY INC, founded in 1965, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $108K exceeded revenue, resulting in a 63% operating deficit.

Mission

IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE AND A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, AND ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT, AND GOOD HEALTH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $65,474

Program Service Revenue $0

Investment Income $356

Other Revenue $0

TOTAL REVENUE $65,830

Expense Breakdown

Grants Paid $76,757

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,945

Other Expenses $30,828

TOTAL EXPENSES $107,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$65,830	$127,642	-0.5%
Expenses	$107,585	$346,670	-0.7%
Net Income	$-41,755	$-219,028	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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
KARL ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
SHANDA HENNING	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEE PECHMILLER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD RUECKL	DIRECTOR	1.00	Director	$0	$0	$0
LISA TRAXLER	DIRECTOR	1.00	Director	$0	$0	$0
TOM HALLGREN	DIRECTOR	1.00	Director	$0	$0	$0
LUISA GERASIMO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIM BARTELS	PRESIDENT	2.00	Officer Director	$0	$0	$0
KIM LEHMANN	TREASURER	1.00	Officer Director	$0	$0	$0
BRITT NORDQUIST	SECRETARY	1.00	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
2024	$65,830	$107,585	No data	$-41,755
2023	$127,642	$346,670	$41,930	$-219,028
2022	$767,344	$876,865	$267,702	$-109,521
2021	$857,388	$779,255	$379,539	$78,133
2020	$596,486	$543,094	$335,481	$53,392
2019	$618,314	$619,608	$247,608	$-1,294
2018	$793,918	$825,938	$247,236	$-32,020

UNITED WAY OF DUNN COUNTY INC