BUREAU COUNTY UNITED WAY (EIN 510245216) - 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

1973

Legal Domicile

Principal Officer

VICTORIA YEPSEN

Phone

8158767056

Tax Period

2024-07-01 to 2025-06-30

BUREAU COUNTY UNITED WAY, founded in 1973, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $72K in total revenue in fiscal year 2024. Expenses of $123K exceeded revenue, resulting in a 70% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT TO HEALTH, WELFARE, AND CHARACTER BUILDING SERVICES.

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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 $67,755

Program Service Revenue $0

Investment Income $4,622

Other Revenue $0

TOTAL REVENUE $72,377

Expense Breakdown

Grants Paid $76,000

Salaries & Benefits $10,008

Fundraising Expenses $18,724

Program Expenses $84,203

Other Expenses $36,693

TOTAL EXPENSES $122,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,377	$72,504	0.0%
Expenses	$122,701	$106,209	+0.2%
Net Income	$-50,324	$-33,705	+0.5%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH GRADY	DIRECTOR	N/A	Director	$0	$0	$0
MEGAN KRABILL	TREASURER	N/A	Officer Director	$0	$0	$0
BRIANNA LIPE	SECRETARY	N/A	Officer Director	$0	$0	$0
VICTORIA YEPSEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
SIMON ZEHR	DIRECTOR	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	$72,377	$122,701	$246,474	$-50,324
2024	$72,504	$106,209	$334,070	$-33,705
2023	$134,331	$128,429	$331,204	$5,902
2023	$135,982	$97,484	$351,435	$38,498
2022	$126,372	$117,645	$288,915	$8,727
2022	$150,286	$116,450	$313,603	$33,836
2021	$130,559	$115,906	$279,942	$14,653
2020	$121,436	$115,184	$265,013	$6,252
2019	$110,208	$108,018	$240,996	$2,190
2018	$119,838	$114,232	$256,006	$5,606

BUREAU COUNTY UNITED WAY