UNITED WAY OF CARLTON AND PINE COUNTY AREA (EIN 411358283) - 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

1978

Legal Domicile

Principal Officer

SARAH BUHS

Phone

2188798404

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF CARLTON AND PINE COUNTY AREA, founded in 1978, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $351K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $388K exceeded revenue, resulting in a 11% operating deficit.

Mission

UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL SECURITY, AND BASIC NEEDS OF EVERY PERSON IN EVERY COMMUNITY.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $344,092

Program Service Revenue $0

Investment Income $11,880

Other Revenue $-5,131

TOTAL REVENUE $350,841

Expense Breakdown

Grants Paid $66,569

Salaries & Benefits $117,347

Fundraising Expenses $56,265

Program Expenses $284,333

Other Expenses $204,520

TOTAL EXPENSES $388,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$350,841	$385,155	-0.1%
Expenses	$388,436	$411,183	-0.1%
Net Income	$-37,595	$-26,028	+0.4%

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

279

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

$73,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BUHS	EXECUTIVE DI	40.00	Officer	$73,450	$0	$73,450
SHELLY PETERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTA VANT	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JOHN SHANNON	TREASURER	1.00	Officer Director	$0	$0	$0
JAKE BUSHEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JON REIMER	DIRECTOR	1.00	Director	$0	$0	$0
VICKI OBERSTAR	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA OTIS	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA NILSEN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER BERGHERR	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	$350,841	$388,436	$548,879	$-37,595
2024	$385,155	$411,183	$674,978	$-26,028
2023	$331,291	$324,029	$626,063	$7,262
2022	$338,531	$325,547	$617,599	$12,984
2021	$368,667	$329,155	$662,920	$39,512
2020	$347,683	$321,913	$587,766	$25,770
2019	$354,230	$325,681	$580,084	$28,549
2018	$332,175	$333,348	$569,515	$-1,173

UNITED WAY OF CARLTON AND PINE COUNTY AREA