UNITED WAY OF WESTERN NEBRASKA (EIN 470424788) - 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

KAREN BENZEL

Phone

3086352522

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF WESTERN NEBRASKA, founded in 1945, is a small nonprofit that reported $509K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

SUPPORT OF HUMAN SERVICE PROGRAMS

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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 $456,173

Program Service Revenue $0

Investment Income $19,922

Other Revenue $33,065

TOTAL REVENUE $509,160

Expense Breakdown

Grants Paid $175,695

Salaries & Benefits $227,751

Fundraising Expenses $134,045

Program Expenses $337,123

Other Expenses $118,072

TOTAL EXPENSES $521,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$509,160	$570,020	-0.1%
Expenses	$521,518	$582,204	-0.1%
Net Income	$-12,358	$-12,184	+0.0%

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

$72,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN BENZEL	EXECUTIVE DI	40.00	Officer	$72,125	$0	$72,125
ALLYSON BERGGREN	DIRECTOR	1.00	Director	$0	$0	$0
ROB BILA	DIRECTOR	1.00	Director	$0	$0	$0
BILL BOYER	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
TODD DEAVER	DIRECTOR	1.00	Director	$0	$0	$0
JERI GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHEROKEE GRIBBLE	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN HULBERT	DIRECTOR	1.00	Director	$0	$0	$0
TODD LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
DOUG MADER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCGHEHEY	TREASURER	1.00	Officer Director	$0	$0	$0
BECCA PIERCE	PRESIDENT	2.00	Officer Director	$0	$0	$0
MELISSA PRICE	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
KIERSTEN RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY ROCHELEAU	DIRECTOR	1.00	Director	$0	$0	$0
JASON ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
CLINT SCHLEICHER	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
GEORGE SCHLOTHAUER	DIRECTOR	1.00	Director	$0	$0	$0
SHARISA SPEHAR	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY STOBEL	DIRECTOR	1.00	Director	$0	$0	$0
JULIE THOMPSON	SECRETARY	1.00	Officer Director	$0	$0	$0
SHANE WILSON	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	No data	No data	No data	No data
2024	$509,160	$521,518	$655,893	$-12,358
2023	$570,020	$582,204	$671,495	$-12,184
2022	$501,223	$488,634	$703,733	$12,589
2021	$609,964	$446,421	$730,366	$163,543
2020	$476,416	$463,628	$566,491	$12,788
2019	$485,970	$474,510	$542,654	$11,460
2018	$484,701	$497,903	$521,103	$-13,202

UNITED WAY OF WESTERN NEBRASKA