UNITED WAY OF THE GREAT RIVER REGION (EIN 426067437) - 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

1943

Legal Domicile

Principal Officer

AMY GRAHAM

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF THE GREAT RIVER REGION, founded in 1943, is a small nonprofit that reported $356K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $324K left a modest 9% surplus.

Mission

IN PARTNERSHIP WITH UNITED WAY WORLDWIDE, IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD. SERVES LEE COUNTY, IA; HANCOCK COUNTY, IL; AND CLARK COUNTY, MO.

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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 $297,457

Program Service Revenue $28,018

Investment Income $13,105

Other Revenue $17,692

TOTAL REVENUE $356,272

Expense Breakdown

Grants Paid $123,058

Salaries & Benefits $131,814

Fundraising Expenses $13,851

Program Expenses $228,508

Other Expenses $69,017

TOTAL EXPENSES $323,889

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,272	$238,123	+0.5%
Expenses	$323,889	$279,892	+0.2%
Net Income	$32,383	$-41,769	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM BIERWIRTH	DIRECTOR	0.00	Director	$0	$0	$0
MARLA CLARK	IM PAST PRESIDENT	0.00	Director	$0	$0	$0
DENA MAST	DIRECTOR	0.00	Director	$0	$0	$0
SYLVIA MILLS-ECHOLS	DIRECTOR	0.00	Director	$0	$0	$0
DEAN GOMEZ	DIRECTOR	0.00	Director	$0	$0	$0
ERIC MOREHOUSE	SECRETARY	0.00	Officer Director	$0	$0	$0
TAMMY PANTHER	DIRECTOR	0.00	Director	$0	$0	$0
TESSA SCHROEDER	DIRECTOR	0.00	Director	$0	$0	$0
ERIKA BARRETT	DIRECTOR	0.00	Director	$0	$0	$0
CAROLINE SESTITO	DIRECTOR	0.00	Director	$0	$0	$0
DR DYNEAH CLASSEN	VICE PRESIDENT	0.00	Officer	$0	$0	$0
AMY GRAHAM	PRESIDENT	0.00	Officer	$0	$0	$0
DAN LINHART	TREASURER	0.00	Officer	$0	$0	$0
J MICHAEL GREENSLAUGH	EXECUTIVE DIRECTOR	40.00	Key Emp	$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
2024	$356,272	$323,889	$536,609	$32,383
2023	$238,123	$279,892	$512,912	$-41,769
2022	$300,958	$273,129	$538,010	$27,829
2021	$307,200	$246,497	$522,949	$60,703
2020	$340,981	$322,435	$459,143	$18,546
2019	$292,635	$293,457	$417,717	$-822
2018	$333,343	$319,249	$272,721	$14,094

UNITED WAY OF THE GREAT RIVER REGION