UNITED WAY OF WASHINGTON COUNTY-EAST (EIN 410855267) - 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

1961

Legal Domicile

Principal Officer

AARON SIEGLE

Phone

6514393838

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF WASHINGTON COUNTY-EAST, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2024. Expenses of $989K left a modest 3% surplus.

Mission

UNITE OUR COMMUNITIES TO GIVE EACH PERSON THE OPPORTUNITY TO BUILD A BETTER LIFE.

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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 $851,681

Program Service Revenue $0

Investment Income $9,130

Other Revenue $161,426

TOTAL REVENUE $1,022,237

Expense Breakdown

Grants Paid $496,147

Salaries & Benefits $323,176

Fundraising Expenses $63,377

Program Expenses $845,209

Other Expenses $169,639

TOTAL EXPENSES $988,962

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,022,237	$1,003,304	+0.0%
Expenses	$988,962	$913,352	+0.1%
Net Income	$33,275	$89,952	-0.6%

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

159

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

$111,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN KROLL	EXECUTIVE DIRECTOR	40.00	Officer	$111,486	$0	$111,486
TERRY THOMAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
AARON SIEGLE	PRESIDENT - ELECT	4.00	Officer Director	$0	$0	$0
ANNETTE SALLMAN	PAST-PRESIDENT	4.00	Officer Director	$0	$0	$0
SHARON KING	TREASURER	4.00	Officer Director	$0	$0	$0
LORI MUELLER	MEMBER	1.00	Director	$0	$0	$0
ERIC HOFFMAN	SECRETARY	4.00	Officer Director	$0	$0	$0
JAN HALLSTROM	MEMBER	1.00	Director	$0	$0	$0
BILL MILLER	MEMBER	1.00	Director	$0	$0	$0
BRIAN MUELLER	MEMBER	1.00	Director	$0	$0	$0
DAVID BRUMMEL	MEMBER	1.00	Director	$0	$0	$0
BIJAN SHAYEGAN	MEMBER	1.00	Director	$0	$0	$0
TED WEGLEITNER	MEMBER	1.00	Director	$0	$0	$0
JENNIFER SLETTEN	MEMBER	1.00	Director	$0	$0	$0
NICK BRANJORD	MEMBER	1.00	Director	$0	$0	$0
TRACEY WEIDNER	MEMBER	1.00	Director	$0	$0	$0
PETE FLOCK	MEMBER	1.00	Director	$0	$0	$0
KATHY ELLIOTT	MEMBER	1.00	Director	$0	$0	$0
MICHAEL WILHELMI	MEMBER	1.00	Director	$0	$0	$0
MICHAEL HUNTLEY	MEMBER	1.00	Director	$0	$0	$0
DR MICHAEL FUNK	MEMBER	1.00	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	$1,022,237	$988,962	$1,021,637	$33,275
2024	$1,003,304	$913,352	$925,411	$89,952
2023	$990,636	$847,384	$828,372	$143,252
2022	$920,637	$963,600	$690,776	$-42,963
2021	$1,001,994	$934,160	$755,695	$67,834
2020	$949,917	$985,267	$678,642	$-35,350
2019	$1,011,247	$1,015,310	$751,017	$-4,063

UNITED WAY OF WASHINGTON COUNTY-EAST