UNITED WAY OF CENTRAL IOWA (EIN 420680425) - 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

1918

Legal Domicile

Principal Officer

MARY SELLERS

Phone

5152466500

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF CENTRAL IOWA, founded in 1918, is a mid-sized nonprofit that reported $24.0M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

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 $23,494,069

Program Service Revenue $525,899

Investment Income $514,256

Other Revenue $-520,316

TOTAL REVENUE $24,013,908

Expense Breakdown

Grants Paid $17,845,205

Salaries & Benefits $5,281,116

Fundraising Expenses $1,497,078

Program Expenses $21,923,121

Other Expenses $2,422,680

TOTAL EXPENSES $25,549,001

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,013,908	$25,748,884	-0.1%
Expenses	$25,549,001	$26,781,444	0.0%
Net Income	$-1,535,093	$-1,032,560	+0.5%

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

10681

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

$383,499

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA VOLANTE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MONICA FRIEDMAN	BOARD CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
CHRIS TERHARK	TREASURER/VICE-CHAIR FINAN	1.00	Officer Director	$0	$0	$0
JANELL PITTMAN	VICE CHAIR - ESSENTIAL NEE	1.00	Director	$0	$0	$0
JACQUIE EASLEY MCGHEE	VICE CHAIR - EARLY CHILDHOOD SUCCESS	1.00	Director	$0	$0	$0
COLIN PENNYCOOKE	VICE CHAIR - EDUCATION SUC	1.00	Director	$0	$0	$0
MICHAEL ABBOTT	VICE CHAIR - ECONOMIC OPPO	1.00	Director	$0	$0	$0
SUZANNE HECKENLAIBLE	VICE CHAIR - HEALTH & WELL	1.00	Director	$0	$0	$0
EMILY ABBAS	VICE CHAIR - STRATEGIC COM	1.00	Director	$0	$0	$0
STEVE LACY	VICE CHAIR - GIVE	1.00	Director	$0	$0	$0
JOE MURPHY	VICE CHAIR - ADVOCACY	1.00	Director	$0	$0	$0
JEREMY STAUN	VICE CHAIR - VOLUNTEER ENG	1.00	Director	$0	$0	$0
PETE HIRD	DIRECTOR AT LARGE - LABOR	1.00	Director	$0	$0	$0
SEAN VICENTE	PRIOR CHAIR	1.00	Director	$0	$0	$0
KRISTI BURMA	DIRECTOR	1.00	Director	$0	$0	$0
ERICA JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CURRIER	DIRECTOR	1.00	Director	$0	$0	$0
DR HAYLEY HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
PASTOR JONATHAN WHITFIELD	DIRECTOR	1.00	Director	$0	$0	$0
ERIN KUHL	DIRECTOR	1.00	Director	$0	$0	$0
DR IAN ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
ROB BARRON	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BATCHELDER	DIRECTOR	1.00	Director	$0	$0	$0
JEM GONG-BROWNE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIYA BOYCHENKO STONE	DIRECTOR	1.00	Director	$0	$0	$0
PHIL HALL	DIRECTOR	1.00	Director	$0	$0	$0
ABBY DELANEY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA HOWE	DIRECTOR	1.00	Director	$0	$0	$0
ROSALIND ROZ FOX	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WHITTY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF LORENZEN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY POST	DIRECTOR	1.00	Director	$0	$0	$0
KIM WILLIS	DIRECTOR	1.00	Director	$0	$0	$0
RENEE SCHAAF	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN ZAUGG	DIRECTOR	1.00	Director	$0	$0	$0
BRENT VANDER WAAL	DIRECTOR	1.00	Director	$0	$0	$0
MARY SELLERS	PRESIDENT/CORP. SECRETARY	40.00	Officer	$262,917	$17,099	$280,016
ANNE-LYSE BADOU-JAMES	CHIEF FINANCE OFFICER	40.00	Officer	$100,334	$3,149	$103,483
ADAM WILDMAN	IT DIRECTOR	40.00	Highest	$141,610	$6,364	$147,974
RENEE MILLER	CHIEF COMMUNITY IMPACT OFF	40.00	Highest	$113,919	$583	$114,502
KATE BENNETT	COMMUNITY IMPACT AND INTEG	40.00	Highest	$110,496	$1,868	$112,364
NAOMI SEA YOUNG WITTSTRUCK	CHIEF EQUITY AND TALENT OFFICER	40.00	Highest	$170,958	$6,125	$177,083
SUSAN KLOEWER	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$164,264	$6,095	$170,359

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	$24,013,908	$25,549,001	$37,538,050	$-1,535,093
2024	$25,748,884	$26,781,444	$38,565,876	$-1,032,560
2023	$27,755,513	$27,430,642	$37,990,353	$324,871
2022	$26,442,012	$28,510,399	$37,480,917	$-2,068,387
2021	$30,163,758	$30,826,093	$41,931,356	$-662,335
2020	$32,989,395	$31,115,984	$40,875,849	$1,873,411
2019	$29,792,003	$30,010,697	$38,488,239	$-218,694
2018	$29,799,965	$29,313,095	$37,981,795	$486,870

UNITED WAY OF CENTRAL IOWA