COLUMBUS AREA UNITED WAY INC (EIN 476029411) - 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

1966

Legal Domicile

Principal Officer

AL STARZEC

Phone

4025645661

Tax Period

2024-01-01 to 2024-12-31

COLUMBUS AREA UNITED WAY INC, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 5% surplus.

Mission

THE COLUMBUS AREA UNITED WAY FOCUSES RESOURCES TO IMPROVE INDIVIDUAL LIVES AND HELP BUILD A STRONGER COMMUNITY BY PROVIDING LEADERSHIP, CREATING COALITIONS, AND HELPING TO DEVELOP RESOURCES TO CHANGE COMMUNITY CONDITIONS.

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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 $1,500,892

Program Service Revenue $0

Investment Income $234,230

Other Revenue $50,293

TOTAL REVENUE $1,785,415

Expense Breakdown

Grants Paid $371,012

Salaries & Benefits $554,374

Fundraising Expenses $189,832

Program Expenses $1,411,055

Other Expenses $762,837

TOTAL EXPENSES $1,688,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,785,415	$1,864,854	0.0%
Expenses	$1,688,223	$1,776,178	0.0%
Net Income	$97,192	$88,676	+0.1%

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

225

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

$84,937

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOPE FRESHOUR	EXECUTIVE DI	40.00	Officer	$84,937	$0	$84,937
DALLAS BESHALER	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA VAN DIEST	DIRECTOR	1.00	Director	$0	$0	$0
LORA HASTREITER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HEINRICH	TREASURER	1.00	Officer Director	$0	$0	$0
LAUREN HOGUE	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN KARGES	DIRECTOR	1.00	Director	$0	$0	$0
CHIP KAY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
NICOLE KRACL	DIRECTOR	1.00	Director	$0	$0	$0
CHAD KUCERA	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA LANUZA	DIRECTOR	1.00	Director	$0	$0	$0
JAYMEE LEVANDER	DIRECTOR	1.00	Director	$0	$0	$0
KEITH LUEDDERS	DIRECTOR	1.00	Director	$0	$0	$0
KATY MCNEIL	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA OCEGUERA	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA PALENSKY	DIRECTOR	1.00	Director	$0	$0	$0
ROSA PINTO	DIRECTOR	1.00	Director	$0	$0	$0
GREG SANDER	DIRECTOR	1.00	Director	$0	$0	$0
AL STARZEC	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEROD TROUBA	DIRECTOR	1.00	Director	$0	$0	$0
AHREN UHLIG	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN VALORZ	DIRECTOR	1.00	Director	$0	$0	$0
TANYA ZOUCHA	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
2024	$1,785,415	$1,688,223	$4,073,741	$97,192
2023	$1,864,854	$1,776,178	$4,082,804	$88,676
2022	$1,522,649	$1,507,201	$3,840,400	$15,448
2021	$1,747,538	$1,554,354	$4,068,777	$193,184
2020	$1,252,040	$1,168,238	$3,940,463	$83,802
2019	$945,765	$672,596	$3,647,941	$273,169
2018	$1,304,509	$997,673	$3,255,817	$306,836

COLUMBUS AREA UNITED WAY INC