UNITED WAY OF GRAND FORKS EAST GRAND FORKS AND THE AREA INC (EIN 450255772) - 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

1969

Legal Domicile

Principal Officer

HEATHER NOVAK

Phone

7017758661

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GRAND FORKS EAST GRAND FORKS AND THE AREA INC, founded in 1969, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $1.5M exceeded revenue, resulting in a 30% operating deficit.

Mission

WE ARE COMMITTED TO PROVIDE OUR NEIGHBORS WITH OPPORTUNITIES TO THRIVE.

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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 $1,115,648

Program Service Revenue $81,021

Investment Income $7,512

Other Revenue $-15,478

TOTAL REVENUE $1,188,703

Expense Breakdown

Grants Paid $625,139

Salaries & Benefits $468,316

Fundraising Expenses $166,793

Program Expenses $1,013,270

Other Expenses $448,992

TOTAL EXPENSES $1,542,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,188,703	$1,385,809	-0.1%
Expenses	$1,542,447	$1,253,359	+0.2%
Net Income	$-353,744	$132,450	-3.7%

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

488

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

$105,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER NOVAK	EXECUTIVE DIRECTOR	40.00	Officer	$95,313	$9,908	$105,221
ERIC SCHEFFER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JOE DEMESTER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
NANCY ANDREWS	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA ROTH	TREASURER	1.00	Officer Director	$0	$0	$0
GREG RIXEN	PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER BERG	DIRECTOR	1.00	Director	$0	$0	$0
WRAY WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JERICA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
ANDY HENDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY STOCKER	DIRECTOR	1.00	Director	$0	$0	$0
RUANN DECHENE	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MOE	DIRECTOR	1.00	Director	$0	$0	$0
JARED DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HUSCHLE	DIRECTOR	1.00	Director	$0	$0	$0
TONI MCQUILLAN	DIRECTOR	1.00	Director	$0	$0	$0
CASSANDRA RIEWER	DIRECTOR	1.00	Director	$0	$0	$0
JENNA ZAVORAL	DIRECTOR (LEFT JUNE 2025)	1.00	Director	$0	$0	$0
LASHA OSS	DIRECTOR (LEFT JUNE 2025)	1.00	Director	$0	$0	$0
DEB DUNHAM	DIRECTOR (LEFT JUNE 2025)	1.00	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
2025	$1,188,703	$1,542,447	$984,308	$-353,744
2024	No data	No data	No data	No data
2023	$1,021,151	$1,087,194	$1,025,752	$-66,043
2022	$1,136,548	$1,061,034	$781,540	$75,514
2021	$1,027,160	$1,000,163	$706,857	$26,997
2019	$565,469	$788,303	$636,448	$-222,834
2018	$536,610	$770,936	$830,300	$-234,326

UNITED WAY OF GRAND FORKS EAST GRAND FORKS AND THE AREA INC