HEART OF MISSOURI UNITED WAY INC

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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

1973

Legal Domicile

Principal Officer

TALIA JACKSON

Phone

5734434523

Tax Period

2024-01-01 to 2024-12-31

HEART OF MISSOURI UNITED WAY INC, founded in 1973, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

THE HEART OF MISSOURI UNITED WAY WORKS IN IMPROVE LIVES OF PEOPLE IN NEED BY MOBILIZING AND COORDINATING THE CARING POWER OF COMMUNITY RESOURCES IN MID-MISSOURI.

Program Service Accomplishments

Program 1

Expenses: $2,347,426

FUNDS ARE ALLOCATED TO PROGRAMS OF PARTNER AGENCIES THROUGH THE COMMUNITY IMPACT MODEL, A UNITED WAY INITIATIVE, AND A GRANT FUNDED PROJECT CALLED PROJECT BEST (BUILDING EFFECTIVENESS STRATEGICALLY TOGETHER). HEART OF MISSOURI UNITED WAY'S COMMUNITY IMPACT MODEL INCLUDES: COMMUNITY NEEDS AND ASSESSMENTS AND RESEARCH; NONPROFIT CAPACITY BUILDING, TRAINING AND TECHNICAL ASSISTANCE; COMMUNITY WIDE POVERTY EDUCATION AND INFORMATION; AND DIRECT SERVICE TO PEOPLE IN NEED THROUGH NONTRADITIONAL PARTNERSHIPS. PROJECT BEST IS A UNITED WAY PROGRAM THAT IS GRANT FUNDED. THE PROGRAM IS DESIGNED TO BUILD ORGANIZATIONAL CAPACITY WITHIN 30 NONPROFIT AGENCIES INCLUDING UNITED WAY, AND ENHANCE THE DELIVERY OF PROGRAM SERVICES AND PROGRAM OUTCOME REPORTING UNDER THE COMMUNITY IMPACT MODEL.

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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 $3,023,155

Program Service Revenue $0

Investment Income $62,994

Other Revenue $6,306

TOTAL REVENUE $3,092,455

Expense Breakdown

Grants Paid $1,665,633

Salaries & Benefits $721,262

Fundraising Expenses $394,389

Program Expenses $2,347,426

Other Expenses $643,952

TOTAL EXPENSES $3,030,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,092,455	$2,851,880	+0.1%
Expenses	$3,030,847	$2,786,405	+0.1%
Net Income	$61,608	$65,475	-0.1%

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

925

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

$248,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW GRABAU	FORMER PRESI	40.00	Officer	$143,173	$20,091	$163,264
AMY HARVEY	CFO	40.00	Officer	$72,800	$12,627	$85,427
KERRIE BLOSS	MEMBER	0.50	Director	$0	$0	$0
STEPHANIE BROWN	MEMBER	0.50	Director	$0	$0	$0
ADAM BURGER	MEMBER	0.50	Director	$0	$0	$0
LACEY BURRELL	MEMBER	0.50	Director	$0	$0	$0
NIKKI CARTER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MITZI CLAYTON	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID CLITHERO	PAST CHAIR	1.00	Officer Director	$0	$0	$0
LAURA GERDING	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK GINGRICH	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER GORDON	MEMBER	0.50	Director	$0	$0	$0
LEIGH ANNE HAUN	MEMBER	0.50	Director	$0	$0	$0
SHARON HORBYK	MEMBER	0.50	Director	$0	$0	$0
DR NOREEN HOUCK	COMMUN IMPAC	1.00	Officer Director	$0	$0	$0
MING HSIEH	MEMBER	0.50	Director	$0	$0	$0
TALIA JACKSON	MEMBER	0.50	Director	$0	$0	$0
SHANNON KUCZYNSKI	MEMBER	0.50	Director	$0	$0	$0
MATT MCCORMICK	EX OFFICIO	0.50	Director	$0	$0	$0
CATHERINE MEAGHER	MEMBER	0.50	Director	$0	$0	$0
MISSY MONTGOMERY	MEMBER	0.50	Director	$0	$0	$0
JOANNE NELSON	EX OFFICIO	0.50	Director	$0	$0	$0
DR ERYCA NEVILLE	MEMBER	1.00	Officer Director	$0	$0	$0
CLAIRE OWEN	MEMBER	0.50	Director	$0	$0	$0
MACIE PETERMAN	MEMBER	0.50	Director	$0	$0	$0
BILLY POLANSKY	EX OFFICIO	0.50	Director	$0	$0	$0
BRAD ROLING	MEMBER	0.50	Director	$0	$0	$0
CHRIS ROSSKOPF	MEMBER	0.50	Director	$0	$0	$0
DAVID VANDYKE	MEMBER	0.50	Director	$0	$0	$0
BILL WATKINS	MEMBER	0.50	Director	$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	$3,092,455	$3,030,847	$3,933,947	$61,608
2023	$2,851,880	$2,786,405	$3,723,125	$65,475
2022	$2,966,590	$3,381,017	$3,841,458	$-414,427
2021	$3,648,810	$3,420,558	$4,367,888	$228,252
2020	$2,581,827	$4,085,498	$3,699,853	$-1,503,671
2020	$3,241,033	$2,510,394	$4,221,879	$730,639
2019	$3,023,226	$2,837,405	$4,180,857	$185,821
2018	$2,768,818	$2,830,973	$4,060,286	$-62,155