UNITED WAY OF LINCOLN AND LANCASTER COUNTY (EIN 470376624) - 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

1945

Legal Domicile

Principal Officer

MEAGAN LIESVELD

Phone

4024417700

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF LINCOLN AND LANCASTER COUNTY, founded in 1945, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.6M in total revenue in fiscal year 2023.

Mission

FUNDING TO LOCAL IMPACT PARTNERS WHO FOCUS ON ACHIEVING OUTCOMES IN THE THREE SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING PEOPLE'S LIVES AND STRENGTHENING OUR COMMUNITY:1) EDUCATION2) FINANCIAL STABILITY3) HEALTH

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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 $7,073,628

Program Service Revenue $0

Investment Income $367,570

Other Revenue $147,701

TOTAL REVENUE $7,588,899

Expense Breakdown

Grants Paid $5,219,434

Salaries & Benefits $1,542,432

Fundraising Expenses $1,119,882

Program Expenses $5,861,220

Other Expenses $727,032

TOTAL EXPENSES $7,488,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,588,899	$7,938,251	0.0%
Expenses	$7,488,898	$7,898,282	-0.1%
Net Income	$100,001	$39,969	+1.5%

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

1782

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

$263,614

Total Directors

$163,149

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK ABEL	DIRECTOR 2024	1.00	Director	$0	$0	$0
AMY ARGO	DIRECTOR 2024	1.00	Director	$0	$0	$0
ADAM BARRICKMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CHAFFIN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
GEOFF CLINE	DIRECTOR	1.00	Director	$0	$0	$0
BRAD CRAIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CUSICK-RAWLINSON	DIRECTOR 2024	1.00	Director	$0	$0	$0
RENEE DOZIER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN FALTIN	DIRECTOR 2024	1.00	Director	$0	$0	$0
QUINTIN GADDIS	DIRECTOR 2024	1.00	Director	$0	$0	$0
PAUL GAUSMAN	DIRECTOR 2024	1.00	Director	$0	$0	$0
JANE GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GREVING	DIRECTOR 2023	1.00	Director	$0	$0	$0
JAMIE HARDER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ERIN HART	DIRECTOR	1.00	Director	$0	$0	$0
STACI HAAS	DIRECTOR 2023	1.00	Director	$0	$0	$0
BILL LESTER	DIRECTOR 2023	1.00	Director	$0	$0	$0
DAVID MALCOM	DIRECTOR	1.00	Director	$0	$0	$0
SUE MARTIN	SECRETARY	1.00	Officer Director	$0	$0	$0
TJ MCDOWELL	DIRECTOR 2023	1.00	Director	$0	$0	$0
NATHAN MCKOWN	DIRECTOR 2024	1.00	Director	$0	$0	$0
ERIC MOOSS	IMMEDIATE PAST PRESIDENT 2023	1.00	Officer Director	$0	$0	$0
PHIL MORGAN	TREASURER	1.00	Officer Director	$0	$0	$0
RYAN NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JODY OLSSON	DIRECTOR 2024	1.00	Director	$0	$0	$0
AMY OSTERMEYER	DIRECTOR	1.00	Director	$0	$0	$0
WALTER POWELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS RASMUSSEN	DIRECTOR	1.00	Director	$0	$0	$0
BOB REYNOLDSON	DIRECTOR	1.00	Director	$0	$0	$0
APRIL RIMPLEY	PRESIDENT 2024	1.00	Officer Director	$0	$0	$0
BRYAN ROBERTSON	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
TIM SCHLEGELMILCH	DIRECTOR	1.00	Director	$0	$0	$0
RILEY SLEZAK	DIRECTOR	1.00	Director	$0	$0	$0
MARK STUEVEN	DIRECTOR 2023	1.00	Director	$0	$0	$0
BRETT SUNDBERG	DIRECTOR 2023	1.00	Director	$0	$0	$0
MEAGAN LIESVELD	EXECUTIVE DIRECTOR	40.00	Officer Director	$144,608	$18,541	$163,149
MARK WALZ	DIRECTOR 2024	1.00	Director	$0	$0	$0
NATALIA WIITA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ZELENY	DIRECTOR	1.00	Director	$0	$0	$0
MARY ALDRICH-KNIGHT	CHIEF FINANCIAL	40.00	Officer	$94,008	$6,457	$100,465

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	$7,588,899	$7,488,898	$11,141,560	$100,001
2023	$7,938,251	$7,898,282	$9,640,741	$39,969
2022	$7,783,651	$7,681,820	$10,176,018	$101,831
2021	$7,930,280	$7,883,995	$9,093,320	$46,285
2020	$7,608,654	$7,261,527	$8,898,406	$347,127
2019	$7,508,488	$7,188,636	$8,399,241	$319,852

UNITED WAY OF LINCOLN AND LANCASTER COUNTY