UNITED WAY OF SIOUXLAND INC (EIN 420680395) - 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

1979

Legal Domicile

Principal Officer

HEATHER HENNINGS

Phone

7122553551

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF SIOUXLAND INC, founded in 1979, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 11% surplus.

Mission

TO IMPROVE LIVES BY UNITING THE CARING POWER OF OUR COMMUNITY.

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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 $3,474,132

Program Service Revenue $0

Investment Income $174,155

Other Revenue $452

TOTAL REVENUE $3,648,739

Expense Breakdown

Grants Paid $2,423,473

Salaries & Benefits $548,396

Fundraising Expenses $415,075

Program Expenses $2,629,701

Other Expenses $293,276

TOTAL EXPENSES $3,265,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,648,739	$3,052,728	+0.2%
Expenses	$3,265,145	$2,972,748	+0.1%
Net Income	$383,594	$79,980	+3.8%

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

$188,779

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERNIE COLT	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
MIYUKI NELSON	DIRECTOR	1.00	Director	$0	$0	$0
TAMI PROSKOVEC	DIRECTOR	1.00	Officer Director	$0	$0	$0
PAUL CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
BRYCE BOOK	CHAIR	1.00	Officer Director	$0	$0	$0
JEFF FLORKE	DIRECTOR	1.00	Director	$0	$0	$0
TROY JASMAN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA DAVIS	PAST CHAIR	1.00	Officer Director	$0	$0	$0
NICK HEGARTY	DIRECTOR	1.00	Director	$0	$0	$0
JAYLEE HURST	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON PAULING	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN LEE	DIRECTOR	1.00	Director	$0	$0	$0
LILLYAN RODRIGUEZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEREMY CRAIGHEAD	DIRECTOR	1.00	Director	$0	$0	$0
KRIS CRAIGHEAD	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN DICKINSON	DIRECTOR	1.00	Director	$0	$0	$0
BRAD BOLLINGER	DIRECTOR	1.00	Director	$0	$0	$0
AMY DENNEY	DIRECTOR	1.00	Director	$0	$0	$0
NOLAN LUBARSKI	DIRECTOR	1.00	Director	$0	$0	$0
SARAH ROL	DIRECTOR	1.00	Director	$0	$0	$0
JILL SITZMANN	DIRECTOR	1.00	Director	$0	$0	$0
BEN BARNES	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BELL	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER HENNINGS	PRESIDENT/SECRETARY	40.00	Officer	$110,052	$17,975	$128,027
CHERYL SITZMANN	FINANCE MANAGER	40.00	Officer	$52,785	$7,967	$60,752

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	$3,648,739	$3,265,145	$6,688,627	$383,594
2023	$3,052,728	$2,972,748	$6,460,259	$79,980
2022	$2,645,542	$3,099,818	$6,221,269	$-454,276
2021	$3,987,244	$3,412,048	$7,392,627	$575,196
2020	$3,536,172	$3,821,920	$6,659,959	$-285,748
2019	$3,685,473	$3,468,579	$6,854,355	$216,894
2018	$4,417,582	$3,485,532	$6,387,477	$932,050

UNITED WAY OF SIOUXLAND INC