ATCHISON UNITED WAY BOARD (EIN 486107689) - 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

1940

Legal Domicile

Principal Officer

JOLLEEN GRAF

Phone

9133670700

Tax Period

2024-10-01 to 2025-09-30

ATCHISON UNITED WAY BOARD, founded in 1940, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $201K in total revenue in fiscal year 2024. Net assets of $693K represent 41 months of operating reserves.

Mission

FUNDRAISING FOR LOCAL CHARITABLE ORGANIZATIONS.

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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 $198,517

Program Service Revenue $0

Investment Income $6,917

Other Revenue $-4,485

TOTAL REVENUE $200,949

Expense Breakdown

Grants Paid $145,760

Salaries & Benefits $25,836

Fundraising Expenses $27,726

Program Expenses $145,760

Other Expenses $24,208

TOTAL EXPENSES $195,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,949	$204,753	0.0%
Expenses	$195,804	$114,437	+0.7%
Net Income	$5,145	$90,316	-0.9%

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

$16,203

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOLLEEN GRAF	PRESIDENT	0.50	Officer Director	$0	$0	$0
JANET UMPHENOUR	SECRETARY	0.50	Officer Director	$0	$0	$0
JENNIFER MAXWELL	TREASURER	0.50	Officer Director	$0	$0	$0
SARA LEE	MEMBER	0.50	Director	$0	$0	$0
SHERYL SWENDSON	EXECUTIVE DIRECTOR	20.00	Officer	$8,620	$0	$8,620
JAIMIE KIRBY	EXECUTIVE DIRECTOR	20.00	Officer	$7,583	$0	$7,583

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	$200,949	$195,804	$696,101	$5,145
2024	$204,753	$114,437	$742,041	$90,316
2023	$218,461	$176,851	$652,325	$41,610
2022	$260,415	$169,654	$613,313	$90,761
2021	$315,053	$190,743	$509,141	$124,310
2020	$183,746	$178,603	$391,750	$5,143
2019	$174,663	$255,768	$365,016	$-81,105
2018	$272,842	$268,188	$447,572	$4,654

ATCHISON UNITED WAY BOARD