UNITED WAY OF GREATER ST JOSEPH (EIN 440547802) - 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

1916

Legal Domicile

Principal Officer

KYLEE STROUGH

Phone

8163642381

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF GREATER ST JOSEPH, founded in 1916, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $528K, a strong 17% operating margin.

Mission

TO IMPROVE LIVES THROUGH THE CARING POWER OF COMMUNITY.

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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 $2,750,787

Program Service Revenue $116,176

Investment Income $209,193

Other Revenue $13,072

TOTAL REVENUE $3,089,228

Expense Breakdown

Grants Paid $1,795,133

Salaries & Benefits $475,347

Fundraising Expenses $5,211

Program Expenses $2,278,634

Other Expenses $290,753

TOTAL EXPENSES $2,561,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,089,228	$2,840,286	+0.1%
Expenses	$2,561,233	$2,751,262	-0.1%
Net Income	$527,995	$89,024	+4.9%

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

888

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

$130,864

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI MODLIN	CHAIR	3.00	Officer Director	$0	$0	$0
PHIL GOULD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
PHIL MICHAUD	TREASURER	2.00	Officer Director	$0	$0	$0
KENDRA BUNDY	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON GRAYSON	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
BRENDON CLARK	CAMPAIGN CO CHAIR	3.00	Officer Director	$0	$0	$0
MICHELLE CLARK	CAMPAIGN CO CHAIR	3.00	Officer Director	$0	$0	$0
KIMBERLY SIGRIST	COMMUNITY INVESTMENT CO CHAIR	3.00	Officer Director	$0	$0	$0
DOUG WALTER	COMMUNITY INVESTMENT CO CHAIR	3.00	Officer Director	$0	$0	$0
SCOTT ALBERS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE BUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE CAROLUS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN GLENN	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON HAWKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH HEGEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEREMIAH HOLLARS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HURST	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRICK INSCHO	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW LOVE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK MCCULLY	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLY MCGINNIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH MUELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA REYNOLDS	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM RICHMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL RINARD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE SCHMITTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG SCHMITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SIGRIST	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER SOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA VEALE	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMA WAGNER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER WEDDLE	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK WOLLENMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLEE M STROUGH	PRESIDENT/CEO	50.00	Officer	$118,141	$12,723	$130,864

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	$3,089,228	$2,561,233	$15,006,939	$527,995
2022	$2,840,286	$2,751,262	$13,731,381	$89,024
2021	$3,537,882	$2,681,437	$15,457,783	$856,445
2020	$2,970,968	$2,405,540	$13,993,835	$565,428
2019	$3,691,114	$2,947,617	$13,288,770	$743,497
2018	$3,393,382	$2,900,039	$11,550,364	$493,343

UNITED WAY OF GREATER ST JOSEPH