Ladies Union Benevolent Association (EIN 440563788) - 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

1894

Legal Domicile

Principal Officer

Nancy Reese-Dillon

Phone

8162325650

Tax Period

2023-01-01 to 2023-12-31

Ladies Union Benevolent Association, founded in 1894, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2023. Net assets of $14.7M represent 66 months of operating reserves.

Mission

HOME FOR CHILDREN

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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 $2,050,863

Program Service Revenue $44,278

Investment Income $184,760

Other Revenue $401,896

TOTAL REVENUE $2,681,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,989,624

Fundraising Expenses $200,639

Program Expenses $2,326,558

Other Expenses $796,794

TOTAL EXPENSES $2,786,418

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,681,797	$2,622,378	+0.0%
Expenses	$2,786,418	$2,886,921	0.0%
Net Income	$-104,621	$-264,543	-0.6%

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

400

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

$117,367

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chelsea Howlett	Executive Dir.	40.00	Director	$117,367	$0	$117,367
Ashley Stroud	Director	2.00	Director	$0	$0	$0
Nancy Reese-Dillon	Treasurer	2.00	Officer Director	$0	$0	$0
Donna Wilson	1st Vice Pres	2.00	Officer Director	$0	$0	$0
Casey Wallerstedt-Jones	Director	2.00	Director	$0	$0	$0
Michelle Davidson	Assistant Treas	2.00	Officer Director	$0	$0	$0
Gretchen Herndon	Director	2.00	Director	$0	$0	$0
Deb Chyatte	Director	2.00	Director	$0	$0	$0
Jenni Jimenez	Director	2.00	Director	$0	$0	$0
Kayte Hale-Langerner	President	2.00	Officer Director	$0	$0	$0
Ann Evans	Secretary	2.00	Officer Director	$0	$0	$0
Sandi Liechti	3rd Vice Pres	2.00	Officer Director	$0	$0	$0
Sara Meierhoffer	2nd Vice Pres	2.00	Officer Director	$0	$0	$0
Tammy Killin	Director	2.00	Director	$0	$0	$0
Ashley Matthias	Director	2.00	Director	$0	$0	$0
Julie Walker	Director	2.00	Director	$0	$0	$0
Patti Ziesel	Director	2.00	Director	$0	$0	$0
Nancy Briggs	3rd Vice Pres	2.00	Officer Director	$0	$0	$0
Aimee Hausman	Secretary	2.00	Officer Director	$0	$0	$0
Jenny Perkins Van Meter	Director	2.00	Director	$0	$0	$0
Leah Neal	Director	2.00	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	$2,681,797	$2,786,418	$14,734,537	$-104,621
2022	$2,622,378	$2,886,921	$13,535,136	$-264,543
2021	$4,268,127	$2,769,919	$16,215,368	$1,498,208
2020	$2,990,189	$2,806,894	$15,127,200	$183,295
2019	$3,021,513	$2,747,550	$13,754,973	$273,963
2018	$4,452,626	$2,521,999	$12,149,492	$1,930,627

Ladies Union Benevolent Association