BURLINGTON W BURLINGTON AREA UNITED WAY (EIN 420680362) - 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

1925

Legal Domicile

Principal Officer

MEGAN BRINCK

Phone

3197527831

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON W BURLINGTON AREA UNITED WAY, founded in 1925, is a small nonprofit that reported $273K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $485K exceeded revenue, resulting in a 77% operating deficit.

Mission

TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.

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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 $268,953

Program Service Revenue $0

Investment Income $4,359

Other Revenue $0

TOTAL REVENUE $273,312

Expense Breakdown

Grants Paid $272,550

Salaries & Benefits $108,516

Fundraising Expenses $91,274

Program Expenses $329,302

Other Expenses $103,935

TOTAL EXPENSES $485,001

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,312	$369,123	-0.3%
Expenses	$485,001	$412,714	+0.2%
Net Income	$-211,689	$-43,591	+3.9%

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

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

$53,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN BRINCK	EXECUTIVE DI	40.00	Officer	$53,600	$0	$53,600
MICHAEL ASH	DIRECTOR	N/A	Director	$0	$0	$0
AARON BALTISBERGER	DIRECTOR	N/A	Director	$0	$0	$0
CHAD BIRD	PRESIDENT	N/A	Officer Director	$0	$0	$0
SHAUNA FREITAG	ALLOCATIONS	N/A	Director	$0	$0	$0
RYAN GERLING	DIRECTOR	N/A	Director	$0	$0	$0
KAILEY GIBBS	ALLOCATIONS	N/A	Officer Director	$0	$0	$0
COURTNEY GUNN	VP OF ADMINI	N/A	Officer Director	$0	$0	$0
PATRICK HAIGH	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT HAINES	GENERAL CAMP	N/A	Officer Director	$0	$0	$0
JASON HUTCHESON	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN ISOM	DIRECTOR	N/A	Director	$0	$0	$0
ALAN KLEINKOPF	DIRECTOR	N/A	Director	$0	$0	$0
JADE RAMIRO	DIRECTOR	N/A	Director	$0	$0	$0
ROB RITSON	DIRECTOR	N/A	Director	$0	$0	$0
MIKKI SANDS	DIRECTOR	N/A	Director	$0	$0	$0
JOANNA SCHNEDEN	TREASURER/SE	N/A	Officer Director	$0	$0	$0
KATHERINE TANSEY	DIRECTOR	N/A	Director	$0	$0	$0
MEGAN VOGEL	VP OF CAMP	N/A	Officer Director	$0	$0	$0
CHARLIE WALSH	DIRECTOR	N/A	Director	$0	$0	$0
ANDREA WALZ-HARTMAN	DIRECTOR	N/A	Director	$0	$0	$0
TAYLOR WILKERSON	DIRECTOR	N/A	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
2024	$273,312	$485,001	$759,713	$-211,689
2023	$369,123	$412,714	$922,012	$-43,591
2022	$357,675	$346,040	$954,554	$11,635
2021	$441,988	$354,043	$862,553	$87,945
2020	$432,634	$378,614	$770,326	$54,020
2019	$443,392	$523,247	$806,544	$-79,855
2018	$540,465	$531,618	$913,335	$8,847

BURLINGTON W BURLINGTON AREA UNITED WAY