JAMESTOWN 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

1956

Legal Domicile

Principal Officer

KARLA BACHMEIER

Phone

7019528929

Tax Period

2024-05-01 to 2025-04-30

JAMESTOWN UNITED WAY, founded in 1956, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $192K in total revenue in fiscal year 2024.

Mission

UNITED WAY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE THE COMMON GOOD

Program Service Accomplishments

Program 1

Expenses: $115,329

PAYMENTS TO PARTICIPATING ORGANIZATIONS, ADMINISTERING UNITED WAY CAMPAIGN, OBTAINING PLEDGES, COLLECTING PLEDGES AND DISBURSING FUNDS TO PARTICIPATING ORGANIZATIONS

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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 $190,672

Program Service Revenue $0

Investment Income $1,111

Other Revenue $0

TOTAL REVENUE $191,783

Expense Breakdown

Grants Paid $103,900

Salaries & Benefits $24,447

Fundraising Expenses $0

Program Expenses $115,329

Other Expenses $64,675

TOTAL EXPENSES $193,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,783	$187,625	+0.0%
Expenses	$193,022	$202,915	0.0%
Net Income	$-1,239	$-15,290	-0.9%

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

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

$22,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL DEWALD	MEMBER	0.00	Director	$0	$0	$0
REBECCA KERCHER	PRESIDENT	0.00	Officer Director	$0	$0	$0
NICHOLE DOMKE	SECRETARY/PUBLICITY	0.00	Officer Director	$0	$0	$0
CIERRA DWEH	MEMBER	0.00	Director	$0	$0	$0
CHANTAL DIALO	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JANNA ROBINSON	MEMBER	0.00	Director	$0	$0	$0
CRISSY TORRES	MEMBER	0.00	Director	$0	$0	$0
SALLY DOMKE	MEMBER	0.00	Director	$0	$0	$0
KATIE MITTLEIDER	MEMBER	0.00	Director	$0	$0	$0
AARON MOTTER	TREASURER	0.00	Officer Director	$0	$0	$0
JAMES ROBINSON	MEMBER	0.00	Director	$0	$0	$0
WENDY LANG	MEMBER	0.00	Director	$0	$0	$0
KARLA BACHMEIER	EXECUTIVE DIRECTOR	30.00	Officer	$22,500	$0	$22,500

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	$191,783	$193,022	$270,683	$-1,239
2024	$187,625	$202,915	$270,629	$-15,290
2023	$171,211	$188,067	$285,702	$-16,856
2022	$168,248	$169,625	$301,664	$-1,377
2021	$183,783	$193,510	$316,891	$-9,727
2020	$175,227	$207,394	$325,368	$-32,167