UNITED WAY OF CLINTON COUNTY IOWA (EIN 420698299) - 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

1938

Legal Domicile

Principal Officer

ALETHEA CAHOY

Phone

5632421209

Tax Period

2024-10-01 to 2025-09-30

UNITED WAY OF CLINTON COUNTY IOWA, founded in 1938, is a small nonprofit that reported $361K in total revenue in fiscal year 2024. Expenses of $343K left a modest 5% surplus.

Mission

TO PROVIDE LEADERSHIP IN OUR COMMUNITIES TO 1) IDENTIFY OUR MOST PRESSING HUMAN CARE NEEDS, 2) TO WORK TOGETHER TO DIRECT THE TIME, ENERGY AND RESOURCES TOWARDS ADDRESSING THOSE NEEDS TO IMPROVE OUR QUALITY OF LIFE.

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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 $346,429

Program Service Revenue $12,465

Investment Income $2,232

Other Revenue $0

TOTAL REVENUE $361,126

Expense Breakdown

Grants Paid $169,690

Salaries & Benefits $112,088

Fundraising Expenses $0

Program Expenses $231,175

Other Expenses $61,537

TOTAL EXPENSES $343,315

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,126	$363,548	0.0%
Expenses	$343,315	$422,659	-0.2%
Net Income	$17,811	$-59,111	-1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT ALBRECHTSEN	TRUSTEE	N/A	Director	$0	$0	$0
ETHAN BERG	CAMPAIGN CHA	N/A	Officer Director	$0	$0	$0
MATT BRISCH	CRC CHAIR	N/A	Officer Director	$0	$0	$0
ALETHEA CAHOY	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
DIANE CHRISTENSEN	TRUSTEE	N/A	Director	$0	$0	$0
GARY DELACY	TRUSTEE	N/A	Officer Director	$0	$0	$0
DESIREE DRINKALL	TREASURER	N/A	Officer Director	$0	$0	$0
JULIE DUNN	PRESIDENT	N/A	Officer Director	$0	$0	$0
HEATHER EVANS	TRUSTEE	N/A	Director	$0	$0	$0
ADAM GRAVERT	TRUSTEE	N/A	Director	$0	$0	$0
ASHLEY HATTEBURG	TRUSTEE	N/A	Director	$0	$0	$0
JONI HINSCH	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
LEATHA MELTON	TRUSTEE	N/A	Director	$0	$0	$0
MICHELLE OSBORN	TRUSTEE	N/A	Director	$0	$0	$0
BRAYDEN ROBERTS	TRUSTEE	N/A	Officer Director	$0	$0	$0
PAUL SCHNACK	TRUSTEE	N/A	Director	$0	$0	$0
CHARLES TIMM	TRUSTEE	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
2025	$361,126	$343,315	$346,676	$17,811
2024	$363,548	$422,659	$326,681	$-59,111
2023	$333,163	$398,001	$413,831	$-64,838
2022	$406,087	$394,882	$479,364	$11,205
2020	$692,973	$577,086	$521,287	$115,887
2019	$582,350	$561,626	$423,596	$20,724
2018	$567,417	$596,190	$413,304	$-28,773

UNITED WAY OF CLINTON COUNTY IOWA