UNITED WAY OF MAHASKA COUNTY

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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

1963

Legal Domicile

Principal Officer

Michella Friesen

Phone

6416736043

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF MAHASKA COUNTY, founded in 1963, is a small nonprofit that reported $401K in total revenue in fiscal year 2023. Expenses of $383K left a modest 5% surplus.

Mission

United Way of Mahaska County empowers our communities by promoting education, encouraging healthy living, and strengthening financial stability.

Program Service Accomplishments

Program 1

Expenses: $191,589 Revenue: $0

Community Investment (Allocations): Occurs each February. After our annual campaign, a group of community volunteers come together to allocate campaign dollars to social service agencies that serve Mahaska County. Local agencies submit grant applications and make presentations outlining the programs they would like funded. In 2023, United Way of Mahaska County funded 12 local agencies. These agencies focus their efforts on addressing education, income, health, and basic needs throughout Mahaska County.

Program 2

Expenses: $15,111 Revenue: $0

Take-Along Food Program: United Way of Mahaska County's Take-Along Weekend Food Program provides bags of meals, snacks, and drinks to students who struggle with food insecurity over the weekend. Each Friday during the school year, the program served approximately 168 students at Oskaloosa Elementary School, Oskaloosa Middle School, Eddyville Elementary School, and Fremont Elementary School.

Program 3

Expenses: $10,917 Revenue: $0

Days Of Service: United Way of Mahaska County empowers volunteers in our community to come together to assist in completing a variety of projects each year, including those that serve seniors and...

Days Of Service: United Way of Mahaska County empowers volunteers in our community to come together to assist in completing a variety of projects each year, including those that serve seniors and individuals with disabilities, city and council projects, local non-profit agencies, and schools. In 2023, we completed 39 projects with approximately 137 volunteers.

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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 $363,425

Program Service Revenue $0

Investment Income $3,253

Other Revenue $34,655

TOTAL REVENUE $401,333

Expense Breakdown

Grants Paid $194,278

Salaries & Benefits $106,282

Fundraising Expenses $44,252

Program Expenses $285,743

Other Expenses $82,327

TOTAL EXPENSES $382,887

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,333	$396,536	+0.0%
Expenses	$382,887	$336,251	+0.1%
Net Income	$18,446	$60,285	-0.7%

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

402

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

$90,958

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michella Friesen	Executive Director	40	Key Emp Highest	$52,540	$0	$52,540
Paige Spears	Community Impact Coordinator/Accountant	40	Key Emp	$38,418	$0	$38,418
Angella Foster	President	0	Officer Director	$0	$0	$0
Cassie Veldhuizen	Vice President	0	Officer Director	$0	$0	$0
Ryan Colter	Past President	0	Officer Director	$0	$0	$0
Melinda Walter	Treasurer	0	Officer Director	$0	$0	$0
Courtney Perreault	Secretary	0	Officer Director	$0	$0	$0
Jane Krutzfeldt	Member at Large	0	Director	$0	$0	$0
Micaela Van Zee	Member at Large	0	Director	$0	$0	$0
Shayla Van Wyk	Member at Large	0	Director	$0	$0	$0
Kayleigh Robertson	Member at Large	0	Director	$0	$0	$0
Nate Harris	Member at Large	0	Director	$0	$0	$0
Haley VanDerPol	Member at Large	0	Director	$0	$0	$0
Choua Sayaxang	Member at Large	0	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
2024	No data	No data	No data	No data
2023	$401,333	$382,887	$620,988	$18,446
2022	$396,536	$336,251	$630,399	$60,285
2021	$356,304	$331,730	$547,207	$24,574
2020	$398,437	$374,447	$525,101	$23,990