SEDALIA-PETTIS COUNTY UNITED WAY

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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

1965

Legal Domicile

Principal Officer

KIM BIRDSONG

Phone

6608262980

Tax Period

2023-01-01 to 2023-12-31

SEDALIA-PETTIS COUNTY UNITED WAY, founded in 1965, is a small nonprofit that reported $356K in total revenue in fiscal year 2023. Revenue surged 134% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE SEDALIA-PETTIS COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER AND TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS LOCATED WITHIN THE SEDALIA-PETTIS COUNTY, MISSOURI AREA.

Program Service Accomplishments

Program 1

Expenses: $241,718

UNITED WAY ENGAGES PEOPLE IN GIVING BACK TO THEIR COMMUNITY TO ADVANCE THE COMMON GOOD. BY BRINGING PEOPLE TOGETHER WHO HAVE PASSION, EXPERTISE, AND RESOURCES, THE UNITED WAY ACHEIVES A FAR GREATER RESULT THAN ANY ONE GROUP COULD ACHEIVE ON THEIR OWN. VOLUNTEERS FROM THE COMMUNITY LEAD THE ANNUAL CAMPAIGN WHICH KEEPS OVERHEAD COSTS LOW AND THE SYSTEM EFFICIENT.

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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 $344,425

Program Service Revenue $0

Investment Income $11,184

Other Revenue $142

TOTAL REVENUE $355,751

Expense Breakdown

Grants Paid $172,598

Salaries & Benefits $79,119

Fundraising Expenses $27,039

Program Expenses $241,718

Other Expenses $113,224

TOTAL EXPENSES $364,941

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,751	$152,071	+1.3%
Expenses	$364,941	$183,164	+1.0%
Net Income	$-9,190	$-31,093	-0.7%

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

1134

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

$73,434

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHELLE SIMON	EXECUTIVE DI	40.00	Officer	$66,250	$0	$66,250
SAMANTHA GILPIN	EXECUTIVE DI	40.00	Officer	$7,184	$0	$7,184
DANIEL AVEGALIO	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KIM BIRDSONG	PRESIDENT	1.00	Officer Director	$0	$0	$0
TONJA HASCALL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BILL IMHAUSER	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID JACOBSMEIER	BOARD MEMBER	0.50	Director	$0	$0	$0
CHAD JAMERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
REBECCA MANKIN	BOARD MEMBER	0.50	Director	$0	$0	$0
JOANN MARTIN	SECRETARY	1.00	Officer Director	$0	$0	$0
HALEIGH MULLINS	TREASURER	1.00	Officer Director	$0	$0	$0
GARRELL PIERCE	BOARD MEMBER	0.50	Director	$0	$0	$0
AUTUMN PORTER	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS SQUIRES	BOARD 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	No data	No data	No data	No data
2023	$355,751	$364,941	$647,546	$-9,190
2022	$152,071	$183,164	$551,064	$-31,093
2021	$249,565	$287,538	$636,669	$-37,973
2020	$388,559	$309,133	$750,325	$79,426
2019	$243,622	$325,136	$716,033	$-81,514
2018	$394,100	$329,046	$823,946	$65,054