UNITED WAY OF THE BROWN COUNTY AREA (EIN 416033115) - 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

1957

Legal Domicile

Principal Officer

SANDRA JUNI

Phone

5073546512

Tax Period

2024-08-01 to 2025-07-31

UNITED WAY OF THE BROWN COUNTY AREA, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $294K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

SOLICIT AND ADMINISTER FUNDS FOR SELECTED HUMAN CARE SERVICES. SPECIFICALLY, THE UNITED WAY OF THE BROWN COUNTY AREA'S MISSION IS TO BE A PREFERRED COMMUNITY BUILDING ORGANIZATION DEDICATED TO IDENTIFYING AND RESPONDING TO THE HEALTH AND HUMAN SERVICE NEEDS OF THE BROWN COUNTY AREA.

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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 $261,370

Program Service Revenue $0

Investment Income $32,223

Other Revenue $0

TOTAL REVENUE $293,593

Expense Breakdown

Grants Paid $78,660

Salaries & Benefits $82,963

Fundraising Expenses $33,029

Program Expenses $193,153

Other Expenses $124,429

TOTAL EXPENSES $286,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,593	$216,724	+0.4%
Expenses	$286,052	$329,366	-0.1%
Net Income	$7,541	$-112,642	-1.1%

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

175

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

$59,338

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRENE ACHMAN	BOARD VICE C	5.00	Officer Director	$0	$0	$0
NANCY ARNDT	DIRECTOR	1.00	Director	$0	$0	$0
DOUG BOOMS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BOWLER	DIRECTOR	0.00	Director	$0	$0	$0
ANDREA ERICKSON	DIRECTOR	1.00	Director	$0	$0	$0
JOACHIM FERK	DIRECTOR	1.00	Director	$0	$0	$0
LYNN FINK	SECRETARY	2.00	Officer Director	$0	$0	$0
MEGAN FURTH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TROY HUBER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY GRAUSAM	DIRECTOR	1.00	Director	$0	$0	$0
DONNA KRUEGER	YOUTH ACT CH	3.00	Officer Director	$0	$0	$0
MCKENZIE LORENTZ	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON MAGERS	DIRECTOR	1.00	Director	$0	$0	$0
EVY OLSON	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SHIVELY	COMM INVEST	1.00	Officer Director	$0	$0	$0
MELLISA VISSER	CAMPAIGN CHA	2.00	Officer Director	$0	$0	$0
SANDRA JUNI	EXECUTIVE DI	40.00	Officer	$59,338	$0	$59,338

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	$293,593	$286,052	$313,060	$7,541
2024	$216,724	$329,366	$362,813	$-112,642
2023	$292,960	$353,206	$493,606	$-60,246
2022	$393,198	$302,024	$637,625	$91,174
2021	$473,743	$350,291	$514,753	$123,452
2020	$409,502	$464,694	$410,468	$-55,192
2019	$508,784	$487,008	$380,852	$21,776
2018	$519,451	$516,544	$376,276	$2,907

UNITED WAY OF THE BROWN COUNTY AREA