GREATER TWIN CITIES UNITED WAY (EIN 411973442) - 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

2001

Legal Domicile

Principal Officer

JOHN WILGERS

Phone

6123407400

Tax Period

2024-01-01 to 2024-12-31

GREATER TWIN CITIES UNITED WAY, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $42.8M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $52.7M exceeded revenue, resulting in a 23% operating deficit.

Mission

OUR MISSION IS TO UNITE CHANGEMAKERS, ADVOCATE FOR SOCIAL GOOD AND DEVELOP SOLUTIONS TO ADDRESS THE CHALLENGES NO ONE CAN SOLVE 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 $37,742,854

Program Service Revenue $1,089,602

Investment Income $3,666,214

Other Revenue $291,320

TOTAL REVENUE $42,789,990

Expense Breakdown

Grants Paid $26,546,405

Salaries & Benefits $18,995,718

Fundraising Expenses $6,799,168

Program Expenses $42,968,672

Other Expenses $7,140,770

TOTAL EXPENSES $52,727,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,789,990	$50,927,749	-0.2%
Expenses	$52,727,893	$49,612,149	+0.1%
Net Income	$-9,937,903	$1,315,600	-8.6%

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

224

Volunteers

12893

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

$733,412

Total Directors

Key Employees

$1,014,440

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AL MCFARLANE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DIEGO ARIAS GARCIA	TREASURER	1.00	Officer Director	$0	$0	$0
ERIN DADY	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN ALLINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
LAMAR ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NISHA BOTCHWEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY BOYD	BOARD MEMBER	1.00	Director	$0	$0	$0
JEN BRATTON	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLIN BRINKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE FULLER BURKS	BOARD MEMBER - RETIRED IN 2024	1.00	Director	$0	$0	$0
JUSTIN BUTLER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA CANNON	BOARD MEMBER - RETIRED IN 2024	1.00	Director	$0	$0	$0
ERICK CHI	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA CORREA	BOARD MEMBER	1.00	Director	$0	$0	$0
DEREK CUNZ	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY DAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
LATANYA DANIELS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS DOLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KIERA FERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID FIOCCO	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER FROSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL HADAWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN HICKMAN-WINFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN HIMLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KALYN HOVE	BOARD MEMBER	1.00	Director	$0	$0	$0
DOMINIC IANNAZZO	BOARD MEMBER	1.00	Director	$0	$0	$0
OLIVIA JEFFERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY JONCAS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KAUL-HOTTINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAM KERMISCH	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE KOSLA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN LINDAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA LOHMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT MARSH	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN HORNE MCKINNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MIQUEL MCMOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
INA MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KARIN NELSEN	BOARD MEMBER - RETIRED IN 2024	1.00	Director	$0	$0	$0
ANU PAL	BOARD MEMBER	1.00	Director	$0	$0	$0
KERA PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN POTTER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURI ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA SHANNON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUMMRA SHARIFF	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANE SHIPMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCHELLE STEVENS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON KENNEDY VICKERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB VISCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLI WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER WILLIAMSON	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE MOORE WOODHOUSE	BOARD MEMBER - RETIRED IN 2024	1.00	Director	$0	$0	$0
ASAD ZAMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM ZAPPA	BOARD MEMBER	1.00	Director	$0	$0	$0
TROY ZIERDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN WILGERS	PRESIDENT AND CEO	40.00	Officer	$448,221	$58,352	$506,573
ATHENA MIHAS	CHIEF FINANCIAL OFFICER	40.00	Officer	$196,578	$30,261	$226,839
KRISTINA SALKOWSKI	SVP ADVANCEMENT	40.00	Key Emp	$188,952	$15,272	$204,224
JOSEPH MUNNICH	EXECUTIVE DIRECTOR GEN NEX	40.00	Key Emp	$181,751	$14,448	$196,199
SHANNON SMITH JONES	SVP COMMUNITY IMPACT	40.00	Key Emp	$180,163	$53,971	$234,134
MICHELLE DANIEL	ASSOCIATE VP DEVELOPMENT	40.00	Key Emp	$160,048	$20,844	$180,892
JULI DURDA	VP HUMAN RESOURCES & ADMINISTRATION	40.00	Key Emp	$152,801	$46,190	$198,991
SHERRY SANCHEZ TIBBETTS	VP DIVERSITY, EQUITY & INCLUSION	40.00	Highest	$164,447	$22,589	$187,036
MALA THAO	VP INDIVIDUAL GIVING & DONOR DIVERSIFICATION	40.00	Highest	$158,697	$48,168	$206,865
STEPHANNIE LEWIS	ASSOCIATE VP - ADVOCACY & COMMUNITY IMPACT	40.00	Highest	$157,420	$25,543	$182,963
MEGAN O'MEARA	SENIOR DIRECTOR - HOLISTIC GRANT MAKING AND INNOVA	40.00	Highest	$143,215	$12,757	$155,972
CERI STEER	SENIOR DIRECTOR - IT	40.00	Highest	$142,568	$13,265	$155,833

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	$42,789,990	$52,727,893	$140,861,330	$-9,937,903
2023	$50,927,749	$49,612,149	$147,178,139	$1,315,600
2022	$72,055,831	$53,750,144	$141,116,541	$18,305,687
2021	$56,166,906	$52,950,966	$131,397,199	$3,215,940
2020	$57,734,510	$60,509,503	$123,376,115	$-2,774,993
2019	$61,336,481	$69,416,883	$124,513,990	$-8,080,402
2018	$68,621,418	$76,671,581	$127,972,190	$-8,050,163

GREATER TWIN CITIES UNITED WAY