United Way of NE SD Foundation (EIN 421568636) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Aaron Schultz

Phone

6052250212

Tax Period

2024-09-01 to 2025-08-31

United Way of NE SD Foundation, founded in 1985, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $75K in total revenue in fiscal year 2017. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 40% operating margin.

Mission

To support and supplement the funds invested in United Way of Northeastern South Dakota.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $67,364

Other Revenue $0

TOTAL REVENUE $67,364

Expense Breakdown

Grants Paid $58,851

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,741

Other Expenses $7,789

TOTAL EXPENSES $66,640

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,364	$48,801	+0.4%
Expenses	$66,640	$63,964	+0.0%
Net Income	$724	$-15,163	-1.0%

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

N/A

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

$114,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gary DeVries	President (until Feb 2025)	1.00	Officer Director	$0	$0	$0
Josh VanLaecken	Director/President (Feb-Aug)	1.00	Officer Director	$0	$0	$0
Shane Franks	Vice President	1.00	Officer Director	$0	$0	$0
Scott Noeldner	Secretary	1.00	Officer Director	$0	$0	$0
Terry Simon	Treasurer	0.20	Officer Director	$0	$0	$0
Cody Hageman	Director (beg Feb 2025)	0.50	Director	$0	$0	$0
Brett Deibert	Director	0.50	Director	$0	$0	$0
Kristie Martin	Director	0.20	Director	$0	$0	$0
Britt Lorenz	Director	0.50	Director	$0	$0	$0
Sean Blackburn	Director	0.20	Director	$0	$0	$0
Nick Golz	Director	0.50	Director	$0	$0	$0
Alex King	Director	0.50	Director	$0	$0	$0
Dr Marje Kaiser	Director	0.20	Director	$0	$0	$0
Jody Sandvig	Director	0.20	Director	$0	$0	$0
Andy Rehder	Director (until Jan 2025)	0.20	Director	$0	$0	$0
Aaron Schultz	Executive Director	0.20	Officer	$0	$11,647	$114,279

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	$67,364	$66,640	$1,319,150	$724
2024	$48,801	$63,964	$1,238,643	$-15,163
2023	$35,307	$44,856	$1,118,329	$-9,549
2022	$71,328	$43,359	$1,078,909	$27,969
2021	$51,892	$56,357	$1,320,979	$-4,465
2020	$62,058	$89,034	$1,138,839	$-26,976
2019	$83,622	$44,025	$1,071,312	$39,597
2018	$74,721	$45,024	$1,051,658	$29,697

United Way of NE SD Foundation