UNITED WAY OF OTTER TAIL & WADENA COUNTIES INC (EIN 410873718) - 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

2000

Legal Domicile

Principal Officer

ANDREW SORUM

Phone

2187365147

Tax Period

2025-01-01 to 2025-06-30

UNITED WAY OF OTTER TAIL & WADENA COUNTIES INC, founded in 2000, is a micro nonprofit that reported $100K in total revenue in fiscal year 2025. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $312K exceeded revenue, resulting in a 213% operating deficit.

Mission

TO IMPROVE THE LIVES IN OTTER TAIL & WADENA COUNTIES BY MOBILIZING THE CARING POWERS IN OUR COMMUNITIES.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $100,196

Program Service Revenue $0

Investment Income $167

Other Revenue $-832

TOTAL REVENUE $99,531

Expense Breakdown

Grants Paid $186,816

Salaries & Benefits $59,291

Fundraising Expenses $35,532

Program Expenses $224,220

Other Expenses $65,861

TOTAL EXPENSES $311,968

Year-over-Year Comparison

	2025	2024	Change
Revenue	$99,531	$395,411	-0.7%
Expenses	$311,968	$469,559	-0.3%
Net Income	$-212,437	$-74,148	+1.9%

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

180

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
MEDLEY SHAMP	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
SADIE CHRISTIANSEN	BOARD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW SORUM	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
SHELLY BECKER	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
RYAN JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE OLSON	DIRECTOR	1.00	Director	$0	$0	$0
CORY THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE TROUT	DIRECTOR	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	$99,531	$311,968	No data	$-212,437
2024	No data	No data	No data	No data
2023	$444,937	$513,151	$524,752	$-68,214
2022	$555,771	$507,508	$560,726	$48,263
2021	$472,995	$491,781	$515,888	$-18,786
2020	$596,271	$498,967	$519,379	$97,304
2019	$540,537	$557,364	$443,102	$-16,827
2018	$534,929	$600,857	$437,875	$-65,928

UNITED WAY OF OTTER TAIL & WADENA COUNTIES INC