CAPITAL AREA UNITED WAY (EIN 460403398) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

AMANDA DODSON

Phone

6052249229

Tax Period

2024-01-01 to 2024-12-31

CAPITAL AREA UNITED WAY, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $539K in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year.

Mission

RECEIVING AND DISTRIBUTING CHARITABLE DONATIONS TO LOCAL AGENCIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $964,678

Program Service Revenue $0

Investment Income $11,310

Other Revenue $0

TOTAL REVENUE $975,988

Expense Breakdown

Grants Paid $323,965

Salaries & Benefits $72,667

Fundraising Expenses $70,122

Program Expenses $343,749

Other Expenses $82,855

TOTAL EXPENSES $479,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$975,988	$554,869	+0.8%
Expenses	$479,487	$573,753	-0.2%
Net Income	$496,501	$-18,884	-27.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOGAN COWAN-FODNESS	DIRECTOR	1.00	Director	$0	$0	$0
ERICA COUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON MALONE	DIRECTOR	1.00	Director	$0	$0	$0
LANCE BERTRAM	DIRECTOR	1.00	Director	$0	$0	$0
ANN SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY GEPPERT	DIRECTOR	1.00	Director	$0	$0	$0
AMY DALTON	SECRETARY	1.00	Officer Director	$0	$0	$0
SARA MAHER	DIRECTOR	1.00	Director	$0	$0	$0
LIZA CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JARED FODNESS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HUDSON	TREASURER	1.00	Officer Director	$0	$0	$0
NATALIE JUNG	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA DODSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOAN UMIKER	DIRECTOR	1.00	Director	$0	$0	$0
LUKE OLSON	DIRECTOR	1.00	Director	$0	$0	$0
HADLEY HART	DIRECTOR	1.00	Director	$0	$0	$0
KIM MALSAM-RYSDON	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA RINGLING	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KATIE SIEVERDING	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN LARSON	DIRECTOR	1.00	Director	$0	$0	$0
ISABELLE WELLER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE GORDON	PAST PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2024	$975,988	$479,487	$816,664	$496,501
2023	$554,869	$573,753	$321,733	$-18,884
2022	$584,287	$502,659	$339,109	$81,628
2021	$552,144	$493,802	$262,998	$58,342
2020	$620,899	$560,283	$202,888	$60,616
2019	$547,535	$571,942	$141,233	$-24,407
2018	$538,793	$570,404	$165,894	$-31,611

CAPITAL AREA UNITED WAY