UNITED WAY OF CENTRAL MINNESOTA (EIN 410915124) - 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

1967

Legal Domicile

Principal Officer

STEPHEN JONES

Phone

3202520227

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF CENTRAL MINNESOTA, founded in 1967, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $5.0M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF CENTRAL MINNESOTA. BECAUSE CHANGE DOESN'T HAPPEN ALONE.

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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 $4,306,181

Program Service Revenue $75,960

Investment Income $92,932

Other Revenue $2,753

TOTAL REVENUE $4,477,826

Expense Breakdown

Grants Paid $1,091,935

Salaries & Benefits $1,987,503

Fundraising Expenses $691,802

Program Expenses $4,001,066

Other Expenses $1,970,055

TOTAL EXPENSES $5,049,493

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,477,826	$4,015,355	+0.1%
Expenses	$5,049,493	$4,884,527	+0.0%
Net Income	$-571,667	$-869,172	-0.3%

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

1793

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

$139,179

Total Directors

$248,234

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN JONES	PRESIDENT & CEO	40.00	Officer Director	$126,179	$13,000	$139,179
TRICIA BIGAOUETTE	VICE PRESIDENT OF FINANCE	40.00	Director	$103,080	$5,975	$109,055
BOB MAHOWALD	CHAIR	0.50	Officer Director	$0	$0	$0
JASPER ASPLIN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
HEATHER HOSKINS	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
PETER COBORN	BOARD MEMBER	0.25	Director	$0	$0	$0
MATTHEW NIKODYM	BOARD MEMBER	0.25	Director	$0	$0	$0
SCOTT PALMER	BOARD MEMBER	0.25	Director	$0	$0	$0
JOY PLAMANN	BOARD MEMBER	0.25	Director	$0	$0	$0
MIKE SCHLOUGH	BOARD MEMBER	0.25	Director	$0	$0	$0
AMBER SCHOENHERR	BOARD MEMBER	0.25	Director	$0	$0	$0
DONNA SCHOLER	BOARD MEMBER	0.25	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	$4,477,826	$5,049,493	$3,374,672	$-571,667
2024	No data	No data	No data	No data
2023	$4,133,653	$5,163,781	$4,207,561	$-1,030,128
2022	$4,184,871	$4,536,631	$5,156,621	$-351,760
2021	$4,142,317	$4,000,933	$5,880,588	$141,384
2020	$4,012,389	$4,199,007	$5,300,960	$-186,618
2019	$3,442,305	$3,486,819	$5,210,182	$-44,514
2018	$3,714,171	$3,537,837	$5,219,540	$176,334

UNITED WAY OF CENTRAL MINNESOTA