UNITED WAY OF WEST CENTRAL MN (EIN 410844871) - 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

1955

Legal Domicile

Principal Officer

HEATHER HANSON

Phone

3202351050

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF WEST CENTRAL MN, founded in 1955, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $547K in total revenue in fiscal year 2023. Expenses of $515K left a modest 6% surplus.

Mission

UNITED WAY OF WEST CENTRAL MINNESOTA WORKS TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES TO CREATE LASTING CHANGE.

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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 $493,103

Program Service Revenue $57,780

Investment Income $388

Other Revenue $-4,024

TOTAL REVENUE $547,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,989

Fundraising Expenses $92,644

Program Expenses $358,891

Other Expenses $305,481

TOTAL EXPENSES $515,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$547,247	$537,740	+0.0%
Expenses	$515,470	$709,580	-0.3%
Net Income	$31,777	$-171,840	-1.2%

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
JOSH DIERKS	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH DOUGLASS	DIRECTOR	1.00	Director	$0	$0	$0
DATRIANA JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY KJOLSING	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MORENO	DIRECTOR	1.00	Director	$0	$0	$0
DAYLING MUNOZ	DIRECTOR	1.00	Director	$0	$0	$0
MANNY OBREGON	DIRECTOR	1.00	Director	$0	$0	$0
JERON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
BILL ADAMS	VICE PRESIDE	1.00	Officer	$0	$0	$0
LORI DINNIS	TREASURER	1.00	Officer	$0	$0	$0
HEATHER HANSON	EXECUTIVE DI	40.00	Officer	$0	$0	$0
GRIFFIN LEITCH	PRESIDENT	1.00	Officer	$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	$547,247	$515,470	$408,053	$31,777
2023	$537,740	$709,580	$434,740	$-171,840
2022	$585,874	$546,293	$492,245	$39,581
2021	$571,661	$525,365	$529,078	$46,296
2020	$620,451	$456,806	$434,122	$163,645
2019	$825,243	$826,675	$591,818	$-1,432

UNITED WAY OF WEST CENTRAL MN