FRANKLIN COUNTY AREA 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

1954

Legal Domicile

Principal Officer

KELLI SCHULTE

Phone

6362391018

Tax Period

2022-07-01 to 2023-06-30

FRANKLIN COUNTY AREA UNITED WAY INC, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2022.

Mission

CONDUCT A FUNDRAISING CAMPAIGN TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS LOCATED WITHIN THE FRANKLIN COUNTY, MISSOURI AREA.

Program Service Accomplishments

Program 1

Expenses: $1,180,678

ALLOCATIONS - PROVIDES FOR THE JUDICIOUS ALLOCATION OF UNITED WAY RESOURCES TO MEMBER AGENCIES AND TO ASSIST THOSE AGENCIES IN PROVIDING NEEDED SOCIAL SERVICES TO THE REGION. COMMUNITY SERVICES -...

ALLOCATIONS - PROVIDES FOR THE JUDICIOUS ALLOCATION OF UNITED WAY RESOURCES TO MEMBER AGENCIES AND TO ASSIST THOSE AGENCIES IN PROVIDING NEEDED SOCIAL SERVICES TO THE REGION. COMMUNITY SERVICES - PROVIDES DIRECT ASSISTANCE TO THE COMMUNITY FOR INDIVIDUALS AND NONPROFIT SOCIAL SERVICE ORGANIZATIONS IN THE PROCUREMENT AND DELIVERY OF HUMAN SERVICES AND PROVIDE DIRECT MANAGEMENT AND ADVISORY ASSISTANCE TO UNITED WAY MEMBER AGENCIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,214,979

Program Service Revenue $0

Investment Income $14,531

Other Revenue $130,503

TOTAL REVENUE $1,360,013

Expense Breakdown

Grants Paid $1,090,858

Salaries & Benefits $169,394

Fundraising Expenses $103,801

Program Expenses $1,180,678

Other Expenses $97,606

TOTAL EXPENSES $1,357,858

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,360,013	$1,351,055	+0.0%
Expenses	$1,357,858	$1,248,078	+0.1%
Net Income	$2,155	$102,977	-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

275

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

$76,286

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY BAKER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KYLE BRITTINGHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
KASEY OWENS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY SHOFNER	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SAM STRAATMANN	TREASURER	2.00	Officer Director	$0	$0	$0
DEANNA CASSAT	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE DIERKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN FAERBER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE FITZGERALD	BOARD MEMBER	1.00	Director	$0	$0	$0
ABIGAILE GRUEN	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL HELLEBUSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK HODGES	BOARD MEMBER	1.00	Director	$0	$0	$0
MARKIE LAMPKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE LAUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
RAMONA MUNDWILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIA BRANDT	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER PECKA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC SCHILLEBEECKX	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE BRINKMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MADELINE SLAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KRYSTAL BAXTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA SCEGO	EXECUTIVE DIRECTOR	40.00	Officer	$0	$8,075	$76,286

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,360,013	$1,357,858	$1,181,583	$2,155
2022	$1,351,055	$1,248,078	$1,100,535	$102,977
2021	$1,169,489	$1,116,818	$946,528	$52,671
2020	$1,160,935	$1,237,767	$950,168	$-76,832
2019	$1,316,527	$1,253,943	$1,026,133	$62,584
2018	$1,213,039	$1,215,413	$927,758	$-2,374