UNITED WAY OF FREEBORN COUNTY INC (EIN 410956396) - 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

1959

Legal Domicile

Principal Officer

ERIN HAAG

Phone

5073738670

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF FREEBORN COUNTY INC, founded in 1959, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $298K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $399K exceeded revenue, resulting in a 34% operating deficit.

Mission

UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES.

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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 $292,687

Program Service Revenue $0

Investment Income $4,673

Other Revenue $524

TOTAL REVENUE $297,884

Expense Breakdown

Grants Paid $50,377

Salaries & Benefits $113,297

Fundraising Expenses $44,989

Program Expenses $266,939

Other Expenses $235,479

TOTAL EXPENSES $399,153

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,884	$474,936	-0.4%
Expenses	$399,153	$333,612	+0.2%
Net Income	$-101,269	$141,324	-1.7%

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

161

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

$52,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT TWEDT	CHAIR - PART YEAR	1.00	Officer Director	$0	$0	$0
MARILYN RASMUSSEN	PAST CHAIR/CHAIR	1.00	Officer Director	$0	$0	$0
MARK CALDRON	TREASURER - PART YEAR	1.00	Officer Director	$0	$0	$0
JENNIFER WALSH	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
THERESE SALAZAR	SECRETARY	1.00	Officer Director	$0	$0	$0
APRIL JEPPSON	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN WOYEN	DIRECTOR	1.00	Director	$0	$0	$0
KARI ZEIRDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHANNA THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN HAAG	EXECUTIVE DIRECTOR	40.00	Officer	$52,000	$0	$52,000

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
2024	$297,884	$399,153	$954,187	$-101,269
2023	$474,936	$333,612	$1,060,417	$141,324
2022	$302,234	$241,026	$895,918	$61,208
2021	$349,014	$227,167	$727,799	$121,847
2020	$291,305	$394,678	$620,446	$-103,373
2019	$336,148	$521,468	$527,433	$-185,320
2018	$479,257	$514,995	$752,453	$-35,738

UNITED WAY OF FREEBORN COUNTY INC