UNITED WAY HEARTLAND REGION

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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

1966

Legal Domicile

Principal Officer

RYAN MAXTED

Phone

6053523537

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY HEARTLAND REGION, founded in 1966, is a small nonprofit in the Human Services sector that reported $424K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 24% operating margin.

Mission

TO CONNECT COMMUNITY RESOURCES TO COMMUNITY NEEDS AND TO PROVIDE FINANCIAL SUPPORT TO MEMBER AGENCIES ON A YEARLY BASIS.

Program Service Accomplishments

Program 1

Expenses: $278,640

FUNDING TO LOCAL PARTNERS AS PART OF THE ORGANIZATION'S MULTI-YEAR COMMUNITY PLAN FOCUSED ON ACHIEVING OUTCOMES IN THE FOUR SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLES LIVES AND...

FUNDING TO LOCAL PARTNERS AS PART OF THE ORGANIZATION'S MULTI-YEAR COMMUNITY PLAN FOCUSED ON ACHIEVING OUTCOMES IN THE FOUR SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLES LIVES AND STRENGTHENING OUR COMMUNITY: 1. HELPING KIDS AND FAMILIES LEAD SUCCESFUL LIVES; 2. IMPROVING HEALTH AND INDEPENDENCE; 3. RESPONDING TO EMERGENCY AND BASIC NEEDS; AND 4. ENCOURAGING CIVIC AND NEIGHORHOOD INVOLVEMENT.

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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 $403,224

Program Service Revenue $0

Investment Income $21,023

Other Revenue $0

TOTAL REVENUE $424,247

Expense Breakdown

Grants Paid $231,604

Salaries & Benefits $52,232

Fundraising Expenses $37,694

Program Expenses $278,640

Other Expenses $40,037

TOTAL EXPENSES $323,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$424,247	$323,370	+0.3%
Expenses	$323,873	$336,866	0.0%
Net Income	$100,374	$-13,496	-8.4%

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

$48,166

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BRAGG	EXECUTIVE DI	40.00	Officer	$48,166	$0	$48,166
RALPH BORKOWSKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA CROSS	DIRECTOR	1.00	Director	$0	$0	$0
AURORA DREYER	DIRECTOR	1.00	Director	$0	$0	$0
KAROL VON EYE	DIRECTOR	1.00	Director	$0	$0	$0
TRENT FRANCOM	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA HENNRICH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN HILL	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HOTCHKISS	DIRECTOR	1.00	Director	$0	$0	$0
LYNDI HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
KURT JOHNS	DIRECTOR	1.00	Director	$0	$0	$0
LEVI KARY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN KERMNITZ	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LUPER LARK	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN MARQUARDT	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN MATTKE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN MAXTED	TREASURER	1.00	Officer Director	$0	$0	$0
BEN NELSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL OLSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
BECKY PICEK	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE CLAIRE RUBISH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH SENSKA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SHANNA STERRETT	DIRECTOR	1.00	Director	$0	$0	$0
KELSI STICHERZ	DIRECTOR	1.00	Director	$0	$0	$0
NEW NEW WIN	DIRECTOR	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	$424,247	$323,873	$833,568	$100,374
2024	$323,370	$336,866	$657,820	$-13,496
2023	$293,630	$333,645	$671,582	$-40,015
2022	$304,957	$296,094	$710,863	$8,863
2021	$293,157	$312,282	$705,850	$-19,125
2020	$396,568	$333,900	$720,990	$62,668
2019	$414,711	$364,653	$659,183	$50,058
2018	$446,891	$354,295	$608,538	$92,596