UNITED WAY OF MUSCATINE IOWA

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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

1955

Legal Domicile

Principal Officer

SHANE ORR

Phone

5632635963

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF MUSCATINE IOWA, founded in 1955, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 10% surplus.

Mission

IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE MUSCATINE COMMUNITY TO ADVANCE THE COMMON GOOD.

Program Service Accomplishments

Program 1

Expenses: $764,117 Revenue: $77,508

THE UNITED WAY OF MUSCATINE GATHERS RESOURCES FROM BUSINESSES, EMPLOYEES, AND INDIVIDUALS IN THE COMMUNITY TO IMPROVE THE QUALITY OF LIFE FOR THE CITIZENS AND FAMILIES OF THE MUSCATINE 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 $1,207,443

Program Service Revenue $50,031

Investment Income $878

Other Revenue $27,477

TOTAL REVENUE $1,285,829

Expense Breakdown

Grants Paid $561,364

Salaries & Benefits $456,181

Fundraising Expenses $217,945

Program Expenses $764,117

Other Expenses $138,004

TOTAL EXPENSES $1,155,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,285,829	$1,167,660	+0.1%
Expenses	$1,155,549	$1,319,589	-0.1%
Net Income	$130,280	$-151,929	-1.9%

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

1120

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

$110,258

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KOURTNEY FOX	DIRECTOR	4.00	Director	$0	$0	$0
BRENDA ARTHUR-MILLER	DIRECTOR	4.00	Director	$0	$0	$0
MARK KNOUSE	DIRECTOR	4.00	Director	$0	$0	$0
NATE MEINEKE	DIRECTOR	4.00	Director	$0	$0	$0
DANA MILLER	DIRECTOR	4.00	Director	$0	$0	$0
MICHELLE ROOS	DIRECTOR	4.00	Director	$0	$0	$0
CRAIG RUBEMEYER	DIRECTOR	4.00	Director	$0	$0	$0
ROSY EICHELBERGER	DIRECTOR	4.00	Director	$0	$0	$0
JIM GARRISON	DIRECTOR	4.00	Director	$0	$0	$0
TONY LOCONSOLE	DIRECTOR	4.00	Director	$0	$0	$0
DEREK SAWVELL	DIRECTOR	4.00	Director	$0	$0	$0
ERICK RECINOS	DIRECTOR	4.00	Director	$0	$0	$0
DANIEL SALAZAR	DIRECTOR	4.00	Director	$0	$0	$0
KELLI RINEY	DIRECTOR	4.00	Director	$0	$0	$0
JODI ROYAL-GOODWIN	COMMUNITY INVESTMENT CHAIR	4.00	Officer	$0	$0	$0
KYLE FRY	PAST PRESIDENT	4.00	Officer	$0	$0	$0
SHANE ORR	PRESIDENT/CEO	40.00	Officer	$93,031	$17,227	$110,258
AMBER SCHULTE	PRESIDENT	4.00	Officer	$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	$1,285,829	$1,155,549	$933,507	$130,280
2023	$1,167,660	$1,319,589	$820,659	$-151,929
2022	$1,213,258	$1,345,561	$1,054,317	$-132,303
2021	$1,312,112	$1,334,339	$1,181,211	$-22,227
2020	$1,350,232	$1,263,732	$1,195,908	$86,500
2019	$1,533,350	$1,194,873	$1,059,124	$338,477
2018	$927,663	$1,136,687	$712,289	$-209,024