FREMONT AREA UNITED WAY

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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

1946

Legal Domicile

Principal Officer

SHAYLA LINN

Phone

4027214157

Tax Period

2023-07-01 to 2024-06-30

FREMONT AREA UNITED WAY, founded in 1946, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

THE FREMONT AREA UNITED WAY IS A FEDERATED FUND-RAISING, NONPROFIT ORGANIZATION DEDICATED TO HELPING BUILD STRONGER COMMUNITIES. THE COMMON FOCUS OF THE UNITED WAY IS INVESTING CHARITABLE GIFTS TO AGENCIES AND INITIATIVES WHICH PROMOTE OPPORTUNITIES FOR A BETTER LIFE IN THE AREAS OF EDUCATION, INCOME, AND HEALTH. THE ORGANIZATION IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS.

Program Service Accomplishments

Program 1

Expenses: $1,093,641 Revenue: $49,734

The Fremont Area United Way seeks to identify the most pressing health and human service issues in our local community and distribute resources in such a way as to make the greatest impact possible- to create real, lasting changes in the lives of our neighbors in the areas of education, income, and health.The numerous programs funded by UW grants promoted early learning and success in school, helped families move to financial stability, and supported access to health care and improving family well-being. Fremont Area United Way is embracing United Way World Wide change to moving to community impact work and improving community outcomes with local partners.United Way is leading a community collaboration in creating community change. United Way is leading a community transformation to address school readiness, social and emotional needs, as well as prevention work. United Way has received many grants to support community change.

Program 2

Expenses: $364,480

FUNDED BY THE ANNUAL CAMPAIGN, AGENCY GRANTS ARE GIVEN TO COMMUNITY PARTNERS MAKING MEASUREABLE RESULTS IN EDUCATION, INCOME, HEALTH, AND BASIC NEEDS. ADDITIONALLY, THE ORGANIZATION CONTINUED ITS...

FUNDED BY THE ANNUAL CAMPAIGN, AGENCY GRANTS ARE GIVEN TO COMMUNITY PARTNERS MAKING MEASUREABLE RESULTS IN EDUCATION, INCOME, HEALTH, AND BASIC NEEDS. ADDITIONALLY, THE ORGANIZATION CONTINUED ITS FOCUS ON EARLY LITERACY BY BEING THE LOCAL FUNDER FOR THE DOLLY PARTON IMAGINATION LIBRARY PROGRAM, PROVIDING FREE MONTHLY BOOKS TO DODGE COUNTY CHILDREN FROM BIRTH TO AGE FIVE.FREMONT AREA UNITED WAY RESPONDS TO COMMUNITY NEEDS IN THE AREAS OF FOOD, SECURITY, AND HOUSING STABILITY.

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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 $1,509,612

Program Service Revenue $49,734

Investment Income $40,442

Other Revenue $-25,171

TOTAL REVENUE $1,574,617

Expense Breakdown

Grants Paid $452,558

Salaries & Benefits $586,789

Fundraising Expenses $115,130

Program Expenses $1,458,121

Other Expenses $612,925

TOTAL EXPENSES $1,652,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,574,617	$2,005,941	-0.2%
Expenses	$1,652,272	$1,936,249	-0.1%
Net Income	$-77,655	$69,692	-2.1%

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

Volunteers

343

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

Total Directors

$101,240

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CHRISTY FIALA	Executive Dir.	Director	$101,240	$0	$101,240
AMY ZIMMER	Director	Director	$0	$0	$0
AMANDA HUTTON	Treasurer	Officer Director	$0	$0	$0
SHAUN CUSTARD	Chairman	Officer Director	$0	$0	$0
DAWN HAMMRICH	VICE CHAIR	Officer Director	$0	$0	$0
KEVIN EAIRLEYWINE	Director	Director	$0	$0	$0
MORGAN HEGGE	Director	Director	$0	$0	$0
RYAN WOLF	Director	Director	$0	$0	$0
AL DUMINY	Director	Director	$0	$0	$0
TAD DINKINS	Treasurer	Director	$0	$0	$0
LINDA MCCLAIN	Director	Director	$0	$0	$0
JON ROHLFS	Director	Director	$0	$0	$0
ZACH SWANSON	Director	Director	$0	$0	$0
STEVE FRANZEN	Director	Director	$0	$0	$0
SHAYLA LINN	Executive Dir.	Director	$0	$0	$0
NICK SCHRECK	PAST CHAIR	Officer 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	$1,574,617	$1,652,272	$2,776,928	$-77,655
2023	$2,005,941	$1,936,249	$2,909,737	$69,692
2022	$1,558,227	$1,566,393	$2,842,648	$-8,166
2021	$1,778,865	$1,628,382	$2,952,516	$150,483
2020	$1,875,419	$1,392,906	$2,845,240	$482,513
2019	$1,566,683	$1,169,819	$2,588,306	$396,864