MARSHALLTOWN AREA UNITED WAY

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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

1929

Legal Domicile

Principal Officer

KENDRA SORENSEN

Phone

6417524688

Tax Period

2024-04-01 to 2025-03-31

MARSHALLTOWN AREA UNITED WAY, founded in 1929, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $970K in total revenue in fiscal year 2024. Expenses of $904K left a modest 7% surplus.

Mission

TO PROVIDE A MECHANISM TO ENCOURAGE CHARITABLE GIVING, TO FACILITATE THE DISTRIBUTION OF GIFTS TO MEMBER AGENCIES THAT WILL ENHANCE THE QUALITY OF LIFE FOR ALL MARSHALL COUNTY RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $649,862

THE UNITED WAY COLLECTS CONTRIBUTIONS FROM THE PUBLIC AND REDISTRIBUTES THEM TO 23 NON-PROFIT ORGANIZATIONS IN THE 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 $858,535

Program Service Revenue $0

Investment Income $21,005

Other Revenue $90,481

TOTAL REVENUE $970,021

Expense Breakdown

Grants Paid $649,862

Salaries & Benefits $149,230

Fundraising Expenses $172,294

Program Expenses $649,862

Other Expenses $104,579

TOTAL EXPENSES $903,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$970,021	$906,392	+0.1%
Expenses	$903,671	$845,659	+0.1%
Net Income	$66,350	$60,733	+0.1%

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

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

$68,757

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENDRA SORENSEN	EXECUTIVE DIRECTOR	40.00	Director	$65,007	$3,750	$68,757
SAM UPAH	PRESIDENT	0.00	Officer Director	$0	$0	$0
GAIL HULL	BOARD MEMBER	0.00	Director	$0	$0	$0
MARK NYMEYER	BOARD MEMBER	0.00	Director	$0	$0	$0
SANDRA ALCALA	BOARD MEMBER	0.00	Director	$0	$0	$0
JAYMEE MANN	BOARD MEMBER	0.00	Director	$0	$0	$0
JOEL PHILLIPS	BOARD MEMBER	0.00	Director	$0	$0	$0
JORDAN GAFFNEY	BOARD MEMBER	0.00	Director	$0	$0	$0
KIEL STEVENSON	BOARD MEMBER	0.00	Director	$0	$0	$0
SHAUNA SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
GABRIELA VARGAS-AVALOS	BOARD MEMBER	0.00	Director	$0	$0	$0
KRIS GILCHRIST-DULL	BOARD MEMBER	0.00	Director	$0	$0	$0
BECKY JACOBSON	BOARD MEMBER	0.00	Director	$0	$0	$0
ABIGAIL CASEY	BOARD MEMBER	0.00	Director	$0	$0	$0
MICKEY MCDONALD	BOARD MEMBER	0.00	Director	$0	$0	$0
ZACHARY TOMESCH	BOARD MEMBER	0.00	Director	$0	$0	$0
MEGAN MANN	TREASURER	0.00	Officer Director	$0	$0	$0
SAMPSON SONGKHAMDET	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
JUSTIN WELTER	BOARD MEMBER	0.00	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	$970,021	$903,671	$1,147,066	$66,350
2024	$906,392	$845,659	$1,157,981	$60,733
2023	$949,159	$1,051,990	$1,172,651	$-102,831
2022	$770,737	$743,982	$1,116,704	$26,755
2021	$857,318	$826,537	$1,068,395	$30,781
2020	$842,204	$848,272	$1,046,845	$-6,068
2019	$1,076,030	$852,359	$1,045,869	$223,671