MISSOURI SLOPE AREAWIDE UNITED WAY (EIN 450387741) - 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

1927

Legal Domicile

Principal Officer

JENA GULLO

Phone

7012553601

Tax Period

2023-07-01 to 2024-06-30

MISSOURI SLOPE AREAWIDE UNITED WAY, founded in 1927, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2023. The organization ran a surplus of $964K, a strong 33% operating margin.

Mission

MISSOURI SLOPE AREAWIDE (MSA) UNITED WAY UNITES PEOPLE AND RESOURCES TO BUILD A BETTER COMMUNITY. WORKING SIDE-BY-SIDE WITH THE COMMUNITY, MSA UNITED WAY TAKES ON THE BIGGEST, MOST COMPLEX ISSUES FACING BISMARCK-MANDAN AND THE SURROUNDING COMMUNITIES. OUR UNITED APPROACH CHANGES THE ODDS FOR THE CHILDREN, FAMILIES, AND INDIVIDUALS IN OUR COMMUNITY, AND MOVES THEM OUT OF POVERTY.

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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 $2,872,295

Program Service Revenue $0

Investment Income $38,412

Other Revenue $50,364

TOTAL REVENUE $2,961,071

Expense Breakdown

Grants Paid $221,348

Salaries & Benefits $305,948

Fundraising Expenses $7,311

Program Expenses $1,575,239

Other Expenses $1,469,408

TOTAL EXPENSES $1,996,704

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,961,071	$2,983,056	0.0%
Expenses	$1,996,704	$2,387,659	-0.2%
Net Income	$964,367	$595,397	+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

2490

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

$155,758

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WEBER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRENDA BLAZER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KEITH MANTZ	TREASURER	1.00	Officer Director	$0	$0	$0
KARIN HASKELL	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DR STEVE CHUPPE	MEMBER	1.00	Director	$0	$0	$0
JEFF FASTNACHT	MEMBER	1.00	Director	$0	$0	$0
JON KLEIN	MEMBER	1.00	Director	$0	$0	$0
JIM HAUSSLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DOROTHY LICK	MEMBER	1.00	Director	$0	$0	$0
DR TARA FEIL	MEMBER	1.00	Director	$0	$0	$0
SHALEE HUNTLEY	MEMBER	1.00	Director	$0	$0	$0
DAWN BELOHLAVEK	MEMBER	1.00	Director	$0	$0	$0
STEVE BAKKEN	MEMBER	1.00	Director	$0	$0	$0
MARK WAGNER	MEMBER	1.00	Director	$0	$0	$0
DEB KROSHUS	MEMBER	1.00	Director	$0	$0	$0
AMY DALRYMPLE	MEMBER	1.00	Director	$0	$0	$0
MIKE SCHNEIDER	MEMBER	1.00	Director	$0	$0	$0
AMY SCHMIDT	MEMBER	1.00	Director	$0	$0	$0
BRYAN KLIPFEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
NATE HACKER	MEMBER	1.00	Director	$0	$0	$0
CARLY RETTERATH	MEMBER	1.00	Director	$0	$0	$0
KELLIE ERHARDT	MEMBER	1.00	Director	$0	$0	$0
MARY DOCKTER	MEMBER	1.00	Director	$0	$0	$0
JODI BJORNSON	MEMBER	1.00	Director	$0	$0	$0
SHELLEY GRAMLING	MEMBER	1.00	Director	$0	$0	$0
BRAD HAWK	MEMBER	1.00	Director	$0	$0	$0
MARTIN FRITZ	MEMBER	1.00	Director	$0	$0	$0
DAN WHITE	MEMBER	1.00	Director	$0	$0	$0
JENA GULLO	EXECUTIVE DIRECTOR	40.00	Officer	$149,767	$5,991	$155,758

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	No data	No data	No data	No data
2024	$2,961,071	$1,996,704	$7,433,737	$964,367
2023	$2,983,056	$2,387,659	$6,338,164	$595,397
2022	$2,761,750	$2,800,942	$5,615,281	$-39,192
2021	$3,064,301	$2,442,092	$6,237,459	$622,209
2020	$3,098,363	$2,401,622	$5,452,708	$696,741
2019	$3,091,407	$2,535,095	$4,552,750	$556,312
2018	$2,988,396	$2,445,673	$3,995,665	$542,723

MISSOURI SLOPE AREAWIDE UNITED WAY