UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE (EIN 421439853) - 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

1995

Legal Domicile

Principal Officer

RANDY KUHLMAN

Phone

5155733179

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2023. Revenue surged 322% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 49% operating margin.

Mission

TO PROVIDE DIRECT SUPPORT OF VARIOUS CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATIONS WHICH ARE EXEMPT FROM FEDERAL INCOME TAX FOR PROJECTS INTENDED TO ENCOURAGE GROWTH IN ALL ASPECTS OF 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 (2023)

Revenue Breakdown

Contributions & Grants $3,410,016

Program Service Revenue $160,357

Investment Income $1,357,059

Other Revenue $24

TOTAL REVENUE $4,927,456

Expense Breakdown

Grants Paid $1,933,134

Salaries & Benefits $287,206

Fundraising Expenses $54,769

Program Expenses $2,225,968

Other Expenses $275,229

TOTAL EXPENSES $2,495,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,927,456	$1,168,764	+3.2%
Expenses	$2,495,569	$2,223,868	+0.1%
Net Income	$2,431,887	$-1,055,104	-3.3%

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

125

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

$135,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN AHLERS LEMAN	DIRECTOR	1.00	Director	$0	$0	$0
KRAIG BARBER	DIRECTOR	1.00	Director	$0	$0	$0
MATT COSGROVE	PRESIDENT	1.00	Director	$0	$0	$0
KELLIE GUDERIAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HAYEK	DIRECTOR	1.00	Director	$0	$0	$0
DEB JOHNSON	SECRETARY	1.00	Director	$0	$0	$0
MIKE JOHNSON	PAST PRESIDE	1.00	Director	$0	$0	$0
SCOTT JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
SARA LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MCQUEEN	TREASURER	1.00	Director	$0	$0	$0
SYDNEY POKORNY	DIRECTOR	1.00	Director	$0	$0	$0
DAN SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
TROY SHANER	VICE PRESIDE	1.00	Director	$0	$0	$0
LIN SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSE ULRICH	DIRECTOR	1.00	Director	$0	$0	$0
LISA WILSON	DIRECTOR	1.00	Director	$0	$0	$0
RANDY KUHLMAN	CEO	40.00	Officer	$117,605	$18,128	$135,733

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	$4,927,456	$2,495,569	$15,622,370	$2,431,887
2022	$1,168,764	$2,223,868	$13,104,537	$-1,055,104
2021	$3,624,331	$2,243,080	$14,418,570	$1,381,251
2020	$5,644,793	$2,138,151	$12,721,823	$3,506,642
2019	$3,155,067	$1,638,523	$9,221,540	$1,516,544
2018	$1,248,173	$1,888,094	$7,779,491	$-639,921

UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE