NORFOLK AREA UNITED WAY INC

EIN: 470492054 501(c)(3) Philanthropy & Grantmaking

NORFOLK, NE

Total Revenue
$529,080
Total Expenses
$427,721
Total Assets
$1,674,240
Net Assets
$1,669,522
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
NE
Principal Officer
TROY UHLIR
Phone
4023711040
Tax Period
2024-01-01 to 2024-12-31

NORFOLK AREA UNITED WAY INC, founded in 1965, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $529K in total revenue in fiscal year 2024. The organization ran a surplus of $101K, a strong 19% operating margin.

Mission

NORFOLK AREA UNITED WAY IS COMMITTED TO BUILDING A STRONGER, HEALTHIER, AND COMPASSIONATE COMMUNITY BY UNITING PEOPLE AND RESOURCES TO DEVELOP OR EXPAND 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $458,406
Program Service Revenue $0
Investment Income $70,674
Other Revenue $0
TOTAL REVENUE $529,080

Expense Breakdown

Grants Paid $329,467
Salaries & Benefits $54,796
Fundraising Expenses $59,656
Program Expenses $353,208
Other Expenses $43,458
TOTAL EXPENSES $427,721

Year-over-Year Comparison

2024 2023 Change
Revenue $529,080 $497,359 +0.1%
Expenses $427,721 $486,855 -0.1%
Net Income $101,359 $10,504 +8.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
2
Volunteers
250

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
5
$50,400
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MORGAN CLEVELAND EXECUTIVE DI 40.00
Officer
$50,400 $0 $50,400
TROY UHLIR PRESIDENT N/A
Officer Director
$0 $0 $0
LAI-MONTE HUNTER VICE PRESIDE N/A
Officer Director
$0 $0 $0
ANDY PFEIFER SECRETARY/TR N/A
Officer Director
$0 $0 $0
DENNIS COLLINS LEGAL COUNSE N/A
Officer Director
$0 $0 $0
BO BIERMAN MEMBER N/A
Director
$0 $0 $0
BRIAN CHAPMAN MEMBER N/A
Director
$0 $0 $0
DAN FUERHOFF MEMBER N/A
Director
$0 $0 $0
TONY GETZFRED MEMBER N/A
Director
$0 $0 $0
KRISTI HARMEIER MEMBER N/A
Director
$0 $0 $0
DEREK NORDBY MEMBER N/A
Director
$0 $0 $0
CHRISTINE SCHAVEE MEMBER N/A
Director
$0 $0 $0
CANDACE SCHMIDT MEMBER N/A
Director
$0 $0 $0
TIFFANY SETTLES MEMBER N/A
Director
$0 $0 $0
AMY SHANE MEMBER N/A
Director
$0 $0 $0
ASHTON SPIEKER MEMBER N/A
Director
$0 $0 $0
SYDNEY STORY MEMBER N/A
Director
$0 $0 $0
JOSH MOENNING EX-OFFICIO N/A
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
2024 $529,080 $427,721 $1,674,240 $101,359
2023 $497,359 $486,855 $1,541,718 $10,504
2022 $627,468 $516,404 $1,468,216 $111,064
2021 $465,346 $477,185 $1,468,492 $-11,839
2020 $498,335 $480,904 $1,427,280 $17,431
2019 $732,218 $609,029 $1,450,505 $123,189
2018 $695,577 $611,083 $1,315,720 $84,494
2017 $573,872 $559,608 $1,230,066 $14,264
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