UNITED WAY OF JOHNSON & WASHINGTON COUNT (EIN 426062055) - 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

1958

Legal Domicile

Principal Officer

JENNIFER BANTA

Phone

3193387823

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF JOHNSON & WASHINGTON COUNT, founded in 1958, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $2.3M left a modest 8% surplus.

Mission

TO IMPROVE LIVES BY UNITING THE CARING POWER OF COMMUNITY IN JOHNSON AND WASHINGTON COUNTIES.

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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 $2,450,472

Program Service Revenue $0

Investment Income $21,473

Other Revenue $46,408

TOTAL REVENUE $2,518,353

Expense Breakdown

Grants Paid $1,262,659

Salaries & Benefits $697,228

Fundraising Expenses $104,815

Program Expenses $2,045,327

Other Expenses $361,894

TOTAL EXPENSES $2,321,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,518,353	$2,146,941	+0.2%
Expenses	$2,321,781	$2,499,760	-0.1%
Net Income	$196,572	$-352,819	-1.6%

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

664

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

$191,853

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEN DEVAISHER	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
JACKI TOWNSEND	PAST CHAIR	1.50	Officer Director	$0	$0	$0
MICHAEL LEHMAN	TREASURER/INTERNAL OPERATIONS CHAIR	1.50	Officer Director	$0	$0	$0
MARSHA WOLFF	COMMUNITY IMPACT CHAIR (THRU 1/2025)	1.50	Officer Director	$0	$0	$0
BARBARA THOMAS	RESOURCE DEVELOPMENT CHAIR	1.50	Officer Director	$0	$0	$0
JUSTIN BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY COURTNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRI DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY HAWES	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN HEIAR	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANE KRON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGIE LEYDEN VAN-GUNDY	BOARD MEMBER (THRU 8/2024)	1.00	Director	$0	$0	$0
CHACE RAMEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM ROCKLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE STRAHN-KOLLER	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN SWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ TOVAR	BOARD MEMBER	1.00	Director	$0	$0	$0
TRICIA VAN ROEKEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER BANTA	PRESIDENT & CEO	37.50	Officer	$111,436	$15,697	$127,133
EMMA BARNUM	DIRECTOR OF FINANCE & OPERATIONS	37.50	Officer	$50,399	$14,321	$64,720

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	$2,518,353	$2,321,781	$2,907,038	$196,572
2024	$2,146,941	$2,499,760	$3,138,931	$-352,819
2023	$2,551,659	$2,417,665	$3,485,615	$133,994
2022	$2,348,962	$2,344,863	$3,316,664	$4,099
2021	$2,736,792	$2,573,562	$3,288,505	$163,230
2020	$2,536,694	$2,525,222	$3,099,366	$11,472
2019	$2,287,862	$2,217,403	$3,440,830	$70,459

UNITED WAY OF JOHNSON & WASHINGTON COUNT