NORFOLK AREA UNITED WAY INC

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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

1965

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $353,208

NORFOLK AREA UNITED WAY PROVIDES HUMAN HEALTH AND WELFARE SERVICES - EDUCATION, INCOME & HEALTH - THROUGH PARTNERSHIPS WITH 25 AGENCIES WORKING IN 20 COUNTIES IN NORTHEAST AND NORTH CENTRAL NEBRSAKA COVERING A POPULATION OF MORE THAN 144,000 PEOPLE (PER THE 2000 CENSUS). OUR PRIMARY FOCUS IS TO IMPROVE THE LIVES OF LOW-INCOME PEOPLE; HOWEVER, OUR GOAL IS TO IMPROVE THE LIFE OF EVERYONE IN OUR COMMUNITIES. NORFOLK AREA UNITED WAY AND 26 AGENCIES WORK TO HELP CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL THROUGH EDUCATION, EX. PROVIDING AFTER-SCHOOL AND MENTORING PROGRAMS FOR AT-RISK YOUTH; ASSISTING WITH BASIC NEEDS; IMPROVING PEOPLES HEALTH BY INCREASING ACCESS TO CRITICAL HEALTHCARE SERVICES, REDUCING SUBSTANCE ABUSE, CHILD ABUSE AND DOMESTIC VIOLENCE, AND INCREASING HEALTH EDUCATION AND PREVENTIVE CARE.

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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 $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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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

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

$50,400

Total Directors

Key Employees

Highest Compensated

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
2025	No data	No data	No data	No data
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