UNITED WAY OF STORY COUNTY INC (EIN 420947489) - 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

1972

Legal Domicile

Principal Officer

ASHLEY THOMPSON

Phone

5152685142

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF STORY COUNTY INC, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2023. Expenses of $2.4M left a modest 4% surplus.

Mission

THE UNITED WAY OF STORY COUNTY IS A STRATEGIC LEADER IN BUILDING COUNTY-WIDE PARTNERSHIPS TO IDENTIFY NEEDS AND TO DEVELOP, SUPPORT AND EVALUATE EFFECTIVE HUMAN SERVICES, ESPECIALLY IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY, FOR OUR DIVERSE 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 (2023)

Revenue Breakdown

Contributions & Grants $2,341,933

Program Service Revenue $0

Investment Income $196,961

Other Revenue $732

TOTAL REVENUE $2,539,626

Expense Breakdown

Grants Paid $1,462,493

Salaries & Benefits $577,320

Fundraising Expenses $218,228

Program Expenses $2,111,026

Other Expenses $395,392

TOTAL EXPENSES $2,435,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,539,626	$2,574,871	0.0%
Expenses	$2,435,205	$2,234,046	+0.1%
Net Income	$104,421	$340,825	-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

1000

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

$204,908

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER DEARDORFF	PAST CHAIR	1.00	Director	$0	$0	$0
JOEL HOCHSTEIN	BOARD CHAIR	1.00	Director	$0	$0	$0
SHARON PERRY FANTINI	1ST VICE CHAIR	1.00	Director	$0	$0	$0
JANE WOODLEY	CORPORATION TREASURER	1.00	Director	$0	$0	$0
SHAMAREE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KIM IIAMS	SECRETARY	1.00	Director	$0	$0	$0
JASON HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PERRY	DIRECTOR	1.00	Director	$0	$0	$0
MILLY AGAI	2ND VICE CHAIR	1.00	Director	$0	$0	$0
KATELYN PROCTOR	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY MCCURDY	DIRECTOR	1.00	Director	$0	$0	$0
JASON MORTVEDT	DIRECTOR	1.00	Director	$0	$0	$0
EMILY SARGENT	DIRECTOR	1.00	Director	$0	$0	$0
KATIE SHIVELY	DIRECTOR	1.00	Director	$0	$0	$0
NICK HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY THOMPSON	PRESIDENT	1.00	Officer	$52,885	$0	$52,885
EMILY RANDALL	FINANCE DIRECTOR	1.00	Officer	$55,529	$2,221	$57,750
JEAN KRESSE	PAST PRESIDENT & CEO	1.00	Officer	$90,647	$3,626	$94,273

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	$2,539,626	$2,435,205	$4,114,514	$104,421
2023	$2,574,871	$2,234,046	$3,767,137	$340,825
2022	$2,197,402	$2,204,512	$3,255,798	$-7,110
2021	$2,577,156	$2,217,531	$3,436,095	$359,625
2020	$2,577,947	$2,551,538	$2,960,497	$26,409
2019	$2,199,276	$2,396,962	$2,821,221	$-197,686

UNITED WAY OF STORY COUNTY INC