SOURIS VALLEY 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

1930

Legal Domicile

Principal Officer

CHRISTY MILLER

Phone

7018392994

Tax Period

2024-02-01 to 2025-01-31

SOURIS VALLEY UNITED WAY, founded in 1930, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $725K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $805K exceeded revenue, resulting in a 11% operating deficit.

Mission

SOURIS VALLEY UNITED WAY MOBILZES PEOPLE, ORGANIZATIONS AND RESOURCES IN AN IMPACTFUL EFFORT TO ADVANCE EDUCATION, FINANCIAL STABILITY, AND HEALTH WHILE ADDRESSING BASIC HUMAN NEEDS.

Program Service Accomplishments

Program 1

Expenses: $401,217

CONTRIBUTIONS TO BENEFICIARIES ARE USED TO FUND COMMUNITY BASED PROGRAMS WHICH PROVIDE SERVICES FOR EMERGENCY ASSISTANCE, FINANCIAL STABILITY, NUTRITION, PHYSICAL AND EMOTIONAL WELLNESS, SCHOOL...

CONTRIBUTIONS TO BENEFICIARIES ARE USED TO FUND COMMUNITY BASED PROGRAMS WHICH PROVIDE SERVICES FOR EMERGENCY ASSISTANCE, FINANCIAL STABILITY, NUTRITION, PHYSICAL AND EMOTIONAL WELLNESS, SCHOOL READINESS, AND YOUTH LEADERSHIP.

Program 2

Expenses: $25,194

CONTRIBUTIONS TO BENEFICIARIES ARE USED TO PROVIDE BOOKS TO CHILDREN IN THE SURROUNDING COMMUNITIES THROUGH THE DOLLY PARTON IMAGINATION LIBRARY.

Program 3

Expenses: $106,694

CONTRIBUTIONS TO BENEFICIARIES ARE USED TO PROVIDE FOOD FOR CHILDREN WHO MIGHT NOT OTHERWISE HAVE FOOD OVER THE WEEKEND THROUGH THE BACKPACK BUDDIES PROGRAM.

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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 $512,977

Program Service Revenue $0

Investment Income $45,805

Other Revenue $166,467

TOTAL REVENUE $725,249

Expense Breakdown

Grants Paid $316,061

Salaries & Benefits $187,431

Fundraising Expenses $162,152

Program Expenses $533,105

Other Expenses $301,512

TOTAL EXPENSES $805,004

Year-over-Year Comparison

	2024	2023	Change
Revenue	$725,249	$936,708	-0.2%
Expenses	$805,004	$814,544	0.0%
Net Income	$-79,755	$122,164	-1.7%

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

279

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

$73,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICK KOSSAN	TREASURER	1.00	Officer Director	$0	$0	$0
MONICA PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI LLEWELLYN	DIRECTOR	1.00	Director	$0	$0	$0
TOM RAFFERTY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL GILLUND	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMANDA HEIM	DIRECTOR	1.00	Director	$0	$0	$0
LOFTON KLABUNDE	DIRECTOR	1.00	Director	$0	$0	$0
KARNA TAFT	DIRECTOR	1.00	Director	$0	$0	$0
SHAWNA KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
THERESA GETZLAFF	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE MILLER	EXECUTIVE DIRECTOR	40.00	Officer	$71,740	$2,152	$73,892

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
2026	No data	No data	No data	No data
2025	$725,249	$805,004	$2,161,625	$-79,755
2024	$936,708	$814,544	$2,200,186	$122,164
2023	$819,827	$732,888	$1,895,489	$86,939
2022	$812,494	$663,919	$1,826,642	$148,575
2021	$703,620	$736,788	$1,722,414	$-33,168
2020	$954,209	$672,837	$1,825,149	$281,372
2019	$748,145	$783,207	$1,533,990	$-35,062