UNITED WAY OF THE MIDLANDS

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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

1923

Legal Domicile

Principal Officer

JIM RICHARDSON

Phone

4027885193

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE MIDLANDS, founded in 1923, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $28.9M in total revenue in fiscal year 2024.

Mission

UNITED WAY OF THE MIDLANDS MISSION IS "WE UNITE OUR COMMUNITY'S CARING SPIRIT TO BUILD A STRONGER TOMORROW".

Program Service Accomplishments

Program 1

Expenses: $7,589,761 Revenue: $7,986,593

EFFECTIVE JULY 2020, THE UWM AGREED TO PROVIDE SERVICES TO THE NE DEPARTMENT OF LABOR REGARDING IMPLEMENTATION AND OPERATION OF THE JAG MODEL IN NEBRASKA. THIS PROGRAM ESTABLISHED JAG ACCREDITED...

EFFECTIVE JULY 2020, THE UWM AGREED TO PROVIDE SERVICES TO THE NE DEPARTMENT OF LABOR REGARDING IMPLEMENTATION AND OPERATION OF THE JAG MODEL IN NEBRASKA. THIS PROGRAM ESTABLISHED JAG ACCREDITED PROGRAMS AT NEBRASKA SCHOOLS WITH THE PURPOSE OF HELPING JUNIOR HIGH AND HIGH SCHOOL STUDENTS OVERCOME OBSTACLES AND BUILD SKILLS SO THEY ARE SET UP FOR SUCCESS IN THE CLASSROOM AND WORKPLACE. THIS PROGRAM IS FUNDED IN LARGE PART BY AN AGREEMENT WITH THE NDOL CONSISTING OF FUNDS PROVIDED THOUGH THE US DEPARTMENT OF LABOR AND THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES.

Program 2

Expenses: $2,943,702 Revenue: $3,715,887

WHEN A CALLER DIALS 2-1-1, THEY FIND EASY ACCESS TO HEALTH AND HUMAN SERVICE PROGRAMS IN NEBRASKA AND IOWA. CERTIFIED RESOURCE SPECIALISTS MAINTAIN A COMPUTERIZED COMPREHENSIVE DATABASE OF NEARLY...

WHEN A CALLER DIALS 2-1-1, THEY FIND EASY ACCESS TO HEALTH AND HUMAN SERVICE PROGRAMS IN NEBRASKA AND IOWA. CERTIFIED RESOURCE SPECIALISTS MAINTAIN A COMPUTERIZED COMPREHENSIVE DATABASE OF NEARLY 4,000 HEALTH AND HUMAN SERVICE PROGRAMS. INDIVIDUALS WHO NEED HELP ARE CONNECTED WITH THE RIGHT COMMUNITY RESOURCES WHO USE THE VAST DATABASE. THE INFORMATION GATHERED HELPS TO IDENTIFY GAPS IN LOCAL HUMAN SERVICES, WHICH CAN ASSIST LOCAL POLICY MAKERS WITH FUTURE PLANNING EFFORTS. EFFECTIVE OCTOBER 2019, THE NE211 HELPLINE WAS MANNED 24X7X365.

Program 3

Expenses: $250,476 Revenue: $595,363

THIS ENERGY-EFFICIENCY PROGRAM AIMS TO HELP LOW-INCOME HOUSEHOLDS REDUCE ENERGY COSTS WHILE ENSURING THEIR HEALTH AND SAFTEY. THE SERVICES ARE OFFERED TO ELIGIBLE HOUSEHOLDS AT NO COST - THANKS TO...

THIS ENERGY-EFFICIENCY PROGRAM AIMS TO HELP LOW-INCOME HOUSEHOLDS REDUCE ENERGY COSTS WHILE ENSURING THEIR HEALTH AND SAFTEY. THE SERVICES ARE OFFERED TO ELIGIBLE HOUSEHOLDS AT NO COST - THANKS TO FUNDING FROM THE U.S. DEPARTMENTS OF ENERGY AND HEALTH AND HUMAN SERVICES. IN ADDITION TO ENERGY-EFFICIENY IMPROVEMENTS, THE PROGRAM ALSO CHECK EACH HOME'S INDOOR AIR QUALITY, COMBUSTION SAFETY, CARBON MONOXIDE AND OTHER POSSIBLE ISSUES. UWM'S 211 HELPLINE PROCESSES APPLICATIONS FOR DOUGLAS COUNTY AND DETERMINES ELIGIBILITY, HELPING IMPROVE THE LIVES OF MANY LOW-INCOME FAMILIES.

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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 $26,379,022

Program Service Revenue $1,898,347

Investment Income $641,510

Other Revenue $-52,649

TOTAL REVENUE $28,866,230

Expense Breakdown

Grants Paid $9,920,974

Salaries & Benefits $14,661,832

Fundraising Expenses $868,170

Program Expenses $27,093,354

Other Expenses $4,904,889

TOTAL EXPENSES $29,487,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,866,230	$28,067,593	+0.0%
Expenses	$29,487,695	$28,732,939	+0.0%
Net Income	$-621,465	$-665,346	-0.1%

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

218

Volunteers

12243

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

$817,856

Total Directors

Key Employees

$695,155

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WOOLFOLK	MEMBER	1.00	Director	$0	$0	$0
ERIC TIRITILLI	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
PAM BEALL HILL	MEMBER	1.00	Director	$0	$0	$0
MATTHEW DEBOER	MEMBER	1.00	Director	$0	$0	$0
GLADYS HARRISON	MEMBER	1.00	Director	$0	$0	$0
CAROL HENRICHS	MEMBER	1.00	Director	$0	$0	$0
DEREK LEATHERS	MEMBER	1.00	Director	$0	$0	$0
PAUL MAASS	MEMBER	1.00	Director	$0	$0	$0
RANDY WOOD	MEMBER	1.00	Director	$0	$0	$0
CHANDA CHACON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANNA CRAMER	MEMBER	1.00	Director	$0	$0	$0
SAL ISSAKA	MEMBER	1.00	Director	$0	$0	$0
CHRIS LEITNER	MEMBER	1.00	Director	$0	$0	$0
TY KREITMAN	MEMBER	1.00	Director	$0	$0	$0
JOE SULLIVAN	MEMBER	1.00	Director	$0	$0	$0
MAQUI PARKERSON	MEMBER	1.00	Director	$0	$0	$0
DR ANDREW RIKLI	MEMBER	1.00	Director	$0	$0	$0
TRACY SCHAEFER	MEMBER	1.00	Director	$0	$0	$0
GRETCHEN TWOHIG	MEMBER	1.00	Director	$0	$0	$0
DINA TILGNER	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS SCHAFFER	MEMBER	1.00	Director	$0	$0	$0
DAVE WARREN	MEMBER	1.00	Director	$0	$0	$0
TROY VIA	MEMBER	1.00	Director	$0	$0	$0
SHAWNA FORSBERG	PRESIDENT/CEO	45.00	Officer	$369,369	$38,534	$407,903
MATTHEW WALLEN	CHIEF OPERATING OFFICER	45.00	Officer	$222,667	$23,787	$246,454
JIM RICHARDSON	CHIEF FINANCIAL OFFICER	45.00	Officer	$8,462	$0	$8,462
LAURA KIMBALL	CHIEF STRATEGY OFFICER	40.00	Officer	$132,994	$22,043	$155,037
LAURA TATTEN	VP LEADERSHIP & PLANNED GIVING	40.00	Key Emp	$220,301	$26,177	$246,478
TRAVIS KLEIN	SVP FINANCE & OPERATIONS	40.00	Key Emp	$222,568	$25,089	$247,657
KRISSY SUSKI	SVP MARKETING & COMMUNICAT	40.00	Key Emp	$182,107	$18,913	$201,020
SCOTT HUSCROFT	VP OF IT	40.00	Highest	$158,451	$18,722	$177,173
REBECCA BLUM	VP OF FINANCE AND OPERATIONS	40.00	Highest	$120,275	$14,214	$134,489
TIMOTHY CALLAHAN	VP OF PROGRAM DEVELOPMENT	40.00	Highest	$124,998	$13,714	$138,712
STEVEN RIPPE	VP OF 211 CONTACT CENTER	40.00	Highest	$123,862	$14,441	$138,303
ANNETTE ZIMMERMAN	VP OF JAG NEBRASKA	40.00	Highest	$130,798	$17,208	$148,006

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	$28,866,230	$29,487,695	$23,905,376	$-621,465
2024	$28,067,593	$28,732,939	$25,201,748	$-665,346
2023	$38,857,769	$40,968,989	$26,280,757	$-2,111,220
2022	$36,718,233	$37,636,352	$22,649,944	$-918,119
2021	$22,605,660	$22,890,988	$25,379,446	$-285,328
2020	$18,042,546	$16,182,187	$20,804,888	$1,860,359
2019	$18,153,579	$18,431,431	$21,371,975	$-277,852
2018	$17,813,302	$17,545,719	$21,219,310	$267,583