UNITED WAY OF WAPELLO COUNTY INC

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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

Principal Officer

ALI WILSON

Phone

6416821264

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF WAPELLO COUNTY INC is a small nonprofit in the Philanthropy & Grantmaking sector that reported $468K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $556K exceeded revenue, resulting in a 19% operating deficit.

Mission

UNITED WAY OF WAPELLO COUNTY ADVANCES THE COMMON GOOD THROUGH SUSTAINABLE, MEASURABLE IMPROVEMENTS TO OUR COMMUNITIES EDUCATION, INCOME, AND HEALTH.

Program Service Accomplishments

Program 1

Expenses: $293,482

THE COMMUNITY INVESTMENT PROGRAM OF UNITED WAY OF WAPELLO COUNTY INVESTS THE UNDESIGNATED FUNDS AVAILABLE TO SPECIFIC PROGRAMS PROVIDED BY 501(C) (3)NOT-FOR-PROFIT ORGANIZATIONS AND UNITED WAY. THE COMMUNITY IMPACT WORK OF UNITED WAY INCLUDES COLLABORATING WITH OTHER ORGANIZATIONS TO DEVELOP PROGRAMS AND COMMUNITY INITIATIVES COORDINATING AND PROVIDING GIFTS-IN-KIND INITIATIVES, AGENCY PROGRAM AND FISCAL EVALUATION AND FEEDBACK, AND NON- PROFIT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT. UNITED WAY OF WAPELLO COUNTY IMPACT PRIORITIES INCLUDE: CHILDREN ARE READY TO SUCCEED IN SCHOOL, FAMILIES ARE FINANCIALLY STABLE AND INDEPENDENT; YOUTH AND ADULTS ARE HEALTHY AND AVOID RISKY BEHAVIORS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $354,868

Program Service Revenue $0

Investment Income $21,676

Other Revenue $91,382

TOTAL REVENUE $467,926

Expense Breakdown

Grants Paid $194,062

Salaries & Benefits $241,380

Fundraising Expenses $27,553

Program Expenses $433,631

Other Expenses $120,783

TOTAL EXPENSES $556,225

Year-over-Year Comparison

	2022	2021	Change
Revenue	$467,926	$534,505	-0.1%
Expenses	$556,225	$529,519	+0.1%
Net Income	$-88,299	$4,986	-18.7%

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

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

$80,636

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALI WILSON	EXECUTIVE DI	40.00	Officer	$65,490	$0	$65,490
TONI CAMERON	FINANCE EMPL	30.00	Officer	$15,146	$0	$15,146
CAROL BURNSIDE	DIRECTOR	N/A	Director	$0	$0	$0
EDITH CABRERA-TELLO	DIRECTOR	N/A	Director	$0	$0	$0
PAULA CARY	DIRECTOR	N/A	Director	$0	$0	$0
SHEA GREINER	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTY GROVE	DIRECTOR	N/A	Director	$0	$0	$0
KAYCEE JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
SAMANTHA MEINDERS	CHAIR	N/A	Officer Director	$0	$0	$0
MIKE MORELAND	DIRECTOR	N/A	Director	$0	$0	$0
RACHEL SORAK	DIRECTOR	N/A	Director	$0	$0	$0
JASON WHITE	DIRECTOR	N/A	Director	$0	$0	$0
DAVID HARPER	TREASURER	N/A	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$467,926	$556,225	$2,173,441	$-88,299
2022	$534,505	$529,519	$2,257,673	$4,986
2021	$947,472	$574,872	$2,635,464	$372,600
2020	$587,111	$640,376	$2,265,412	$-53,265
2019	$627,535	$602,847	$2,283,704	$24,688
2018	$635,401	$675,845	$2,257,888	$-40,444