UNITED WAYS OF IOWA

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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

2012

Legal Domicile

Principal Officer

KELLI SOYER

Phone

5157771501

Tax Period

2024-07-01 to 2025-06-30

UNITED WAYS OF IOWA, founded in 2012, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAYS OF IOWA BRINGS TOGETHER 21 LOCAL UNITED WAYS FROM ACROSS THE STATE OF IOWA TO DRIVE IMPACT IN EDUCATION, INCOME, AND HEALTH. THIS COLLABORATION TAKES THE FORM OF STATEWIDE NETWORKS, TALENT TRAINING, AND PUBLIC POLICY ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $1,156,726 Revenue: $433,734

STATEWIDE LITERACY PROGRAM: AMERICORP MEMBERS WORK IN LOCAL COMMUNITIES TO ASSIST WITH IMPROVING LITERACY RATES.

Program 2

Expenses: $122,972

COLLABORATION OF THE UNITED WAYS ACROSS IOWA.21 LOCAL UNITED WAYS FROM ACROSS THE STATE OF IOWA WORK TOGETHER TO DRIVE IMPACT IN EDUCATION, INCOME, AND HEALTH. THIS COLLABORATION TAKES THE FORM OF...

COLLABORATION OF THE UNITED WAYS ACROSS IOWA.21 LOCAL UNITED WAYS FROM ACROSS THE STATE OF IOWA WORK TOGETHER TO DRIVE IMPACT IN EDUCATION, INCOME, AND HEALTH. THIS COLLABORATION TAKES THE FORM OF STATEWIDE NETWORKS, TALENT TRAINING, AND PUBLIC POLICY ADVOCACY.

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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 $771,336

Program Service Revenue $468,147

Investment Income $158

Other Revenue $1,020

TOTAL REVENUE $1,240,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,032,573

Fundraising Expenses $0

Program Expenses $1,279,698

Other Expenses $328,799

TOTAL EXPENSES $1,361,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,240,661	$3,395,461	-0.6%
Expenses	$1,361,372	$3,254,311	-0.6%
Net Income	$-120,711	$141,150	-1.9%

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

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

$82,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLA FRIESEN	CHAIR	1.00	Officer Director	$0	$0	$0
ALI WILSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KRISTIN ROBERTS	TREASURER	1.00	Officer Director	$0	$0	$0
DANIELLE LEIBFRIED	PAST CHAIR	1.00	Director	$0	$0	$0
JENNIFER BANTA	DIRECTOR	0.50	Director	$0	$0	$0
MEGAN BRINCKS	DIRECTOR	0.50	Director	$0	$0	$0
JILL KRALL	DIRECTOR	0.50	Director	$0	$0	$0
KRISTIN YOUNG	DIRECTOR	0.50	Director	$0	$0	$0
HEATHER HENNINGS	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY THOMPSON	DIRECTOR	0.50	Director	$0	$0	$0
KELLI SOYER	EXECUTIVE DIRECTOR	40.00	Officer	$79,577	$3,064	$82,641

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	$1,240,661	$1,361,372	$401,842	$-120,711
2024	$3,395,461	$3,254,311	$544,945	$141,150
2023	$1,745,177	$1,720,110	$549,435	$25,067
2022	$1,959,714	$1,869,614	$614,054	$90,100
2021	$1,458,692	$1,932,966	$394,374	$-474,274
2020	$1,957,947	$1,383,474	$867,989	$574,473
2019	$1,839,883	$1,826,557	$255,934	$13,326
2018	$1,961,200	$1,942,314	$270,516	$18,886