UNITED WAY OF NE MINNESOTA (EIN 410908454) - 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

1966

Legal Domicile

Principal Officer

CHAD BUUS

Phone

2182152420

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF NE MINNESOTA, founded in 1966, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $3.2M exceeded revenue, resulting in a 17% operating deficit.

Mission

INVEST IN NONPROFITS, PROGRAMS, COLLABORATIONS THAT EQUIP, EMPOWER AND CREATE OPPORTUNITIES FOR ALL TO THRIVE.

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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 $2,668,582

Program Service Revenue $0

Investment Income $37,270

Other Revenue $8,951

TOTAL REVENUE $2,714,803

Expense Breakdown

Grants Paid $2,085,340

Salaries & Benefits $634,261

Fundraising Expenses $152,764

Program Expenses $2,858,180

Other Expenses $444,107

TOTAL EXPENSES $3,163,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,714,803	$2,900,252	-0.1%
Expenses	$3,163,708	$2,715,197	+0.2%
Net Income	$-448,905	$185,055	-3.4%

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

1300

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

$120,572

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN SHAY	EXECUTIVE DIRECTOR	50.00	Officer	$97,525	$23,047	$120,572
CHAD BUUS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MATT HITI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG SCHULTZENBERG	SECRETARY	2.00	Officer Director	$0	$0	$0
JACK FURLONG	TREASURER	2.00	Officer Director	$0	$0	$0
DEAN DEBELTZ	DIRECTOR	2.00	Director	$0	$0	$0
LATISHA GIETZEN	DIRECTOR	2.00	Director	$0	$0	$0
CHRISSY BARTOVICH	DIRECTOR	2.00	Director	$0	$0	$0
ERIC CLEMENT	DIRECTOR	2.00	Director	$0	$0	$0
STACY KUUSINEN	DIRECTOR	2.00	Director	$0	$0	$0
JEANNIE NOBENS	DIRECTOR	2.00	Director	$0	$0	$0
MIKE NORTON	DIRECTOR	2.00	Director	$0	$0	$0
NICK RENOLLET	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER CLEMENT	DIRECTOR	2.00	Director	$0	$0	$0
ALICIA DICK	DIRECTOR	2.00	Director	$0	$0	$0
SUNNIE HARDY	DIRECTOR	2.00	Director	$0	$0	$0
JAMES HELMS	DIRECTOR	2.00	Director	$0	$0	$0
JAIME JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JENNA LEHTI	DIRECTOR	2.00	Director	$0	$0	$0
SHARI MCGREGOR	DIRECTOR	2.00	Director	$0	$0	$0
TRACI MILLERBERND	DIRECTOR	2.00	Director	$0	$0	$0
JENNIE ROWLAND	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA PIHLAJA	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	$2,714,803	$3,163,708	$4,562,030	$-448,905
2024	$2,900,252	$2,715,197	$4,885,921	$185,055
2023	$2,072,692	$2,166,222	$4,505,924	$-93,530
2022	$1,907,609	$1,785,544	$4,659,266	$122,065
2021	$2,090,570	$1,746,292	$4,324,784	$344,278
2020	$1,714,678	$1,634,639	$3,615,022	$80,039
2019	$2,057,854	$1,841,577	$3,718,316	$216,277
2018	$2,051,115	$1,627,841	$3,644,718	$423,274

UNITED WAY OF NE MINNESOTA