UNITED WAY OF EAST CENTRAL IOWA (EIN 420861239) - 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

1962

Legal Domicile

Principal Officer

KRISTIN ROBERTS

Phone

3193985372

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF EAST CENTRAL IOWA, founded in 1962, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.8M in total revenue in fiscal year 2023. Expenses of $6.6M left a modest 3% surplus.

Mission

UNITE THE CARING POWER OF COMMUNITIES TO INVEST IN EFFECTIVE SOLUTIONS TO IMPROVE LIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,001,885

Program Service Revenue $408,979

Investment Income $417,601

Other Revenue $-12,393

TOTAL REVENUE $6,816,072

Expense Breakdown

Grants Paid $3,645,786

Salaries & Benefits $1,409,395

Fundraising Expenses $523,532

Program Expenses $5,366,957

Other Expenses $1,529,929

TOTAL EXPENSES $6,585,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,816,072	$6,384,882	+0.1%
Expenses	$6,585,110	$6,546,293	+0.0%
Net Income	$230,962	$-161,411	-2.4%

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

348

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

$288,451

Total Directors

$177,113

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN ROBERTS	PRESIDENT/CEO	50.00	Officer Director	$149,508	$27,605	$177,113
SARAH PETERS	CFO/VP FIN/ADM	50.00	Officer	$102,153	$9,185	$111,338
TERI GIBSON	CHAIR	1.00	Officer Director	$0	$0	$0
DAVE SCHRECK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DEB GERTSEN	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA WINTER	SECRETARY	1.00	Officer Director	$0	$0	$0
SARIKA BHAKTA	DIRECTOR	1.00	Director	$0	$0	$0
MAYURI FARLINGER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FRESE	DIRECTOR	1.00	Director	$0	$0	$0
NICK NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE NIERMANN	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY PINO	DIRECTOR	1.00	Director	$0	$0	$0
KELLEY MARCHBANKS	DIRECTOR	1.00	Director	$0	$0	$0
MINDY SORG	DIRECTOR	1.00	Director	$0	$0	$0
ANDRE DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
DAN PULIS	DIRECTOR	1.00	Director	$0	$0	$0
DIANA RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
NANCY HILL-DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HORANEY	DIRECTOR	1.00	Director	$0	$0	$0
CRISTIANE ABOUASSALY	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY ALTORFER	DIRECTOR	1.00	Director	$0	$0	$0
ZACH BOHANNON	DIRECTOR	1.00	Director	$0	$0	$0
KIM BORMANN	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANI CONREY	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE CORCORAN	DIRECTOR	1.00	Director	$0	$0	$0
ETHAN DOMKE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
THERESA LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE VORHIES	DIRECTOR	1.00	Director	$0	$0	$0
REGGIE WARD	DIRECTOR	1.00	Director	$0	$0	$0
RAY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
TAWANA GROVER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA KUYKENDALL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE LEUCK	DIRECTOR	1.00	Director	$0	$0	$0
BRENT MOHASCI	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$6,816,072	$6,585,110	$19,151,102	$230,962
2023	$6,384,882	$6,546,293	$18,818,509	$-161,411
2023	$6,384,882	$6,546,293	$18,818,509	$-161,411
2022	$6,956,778	$7,137,017	$18,620,645	$-180,239
2021	$9,423,472	$8,328,130	$19,492,276	$1,095,342
2020	$8,472,755	$8,514,463	$19,494,614	$-41,708
2019	$9,131,422	$10,122,287	$20,921,451	$-990,865

UNITED WAY OF EAST CENTRAL IOWA