UNITED WAY OF 1000 LAKES (EIN 416042589) - 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

1963

Principal Officer

KIMBERLY BRINK SMITH

Phone

2189997570

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF 1000 LAKES, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $329K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $429K exceeded revenue, resulting in a 30% operating deficit.

Mission

UNITED WAY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ITASCA-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 $317,216

Program Service Revenue $0

Investment Income $6,565

Other Revenue $5,023

TOTAL REVENUE $328,804

Expense Breakdown

Grants Paid $144,500

Salaries & Benefits $115,236

Fundraising Expenses $67,828

Program Expenses $318,813

Other Expenses $169,062

TOTAL EXPENSES $428,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$328,804	$372,036	-0.1%
Expenses	$428,798	$349,203	+0.2%
Net Income	$-99,994	$22,833	-5.4%

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

395

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

$69,759

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HANNAH MADDEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ASHLEE LENOIE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DANIELLE WITHERILL	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGIE TANNER	TREASURER	1.00	Officer Director	$0	$0	$0
LEANNA MCBRIDE	PAST PRESIDE	1.00	Director	$0	$0	$0
TANIS HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE KOODA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK LOVEJOY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF NIEMALA	DIRECTOR	1.00	Director	$0	$0	$0
JOE DASOVICH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LARSON	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN ROHLING	DIRECTOR	1.00	Director	$0	$0	$0
DARLENE PETERS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
BETH WILSON	DIRECTOR	1.00	Director	$0	$0	$0
SARA ROSE SCHAFHAUSER	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY BRINK SMITH	EXECUTIVE DI	40.00	Officer	$66,437	$3,322	$69,759

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	$328,804	$428,798	$326,871	$-99,994
2024	No data	No data	No data	No data
2023	$326,308	$391,463	$475,694	$-65,155
2022	$380,136	$179,501	$380,132	$200,635
2021	$378,113	$296,294	$340,653	$81,819
2020	$339,390	$320,963	$297,199	$18,427
2019	$365,748	$316,015	$278,937	$49,733
2018	$383,115	$370,280	$266,200	$12,835

UNITED WAY OF 1000 LAKES