COUNTY UNITED WAY INC (EIN 520695477) - 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

1957

Legal Domicile

Principal Officer

MELISSA CLARK

Phone

3017222700

Tax Period

2024-07-01 to 2025-06-30

COUNTY UNITED WAY INC, founded in 1957, 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 $129K, a strong 24% operating margin.

Mission

IMPROVING LIVES THROUGH BUILDING COMMUNITY PARTNERSHIPS WHICH IDENTIFY NEEDS AND FUND SOLUTIONS THAT RESULT IN A STRONGER, HEALTHIER COMMUNITY.

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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 $449,121

Program Service Revenue $0

Investment Income $25,010

Other Revenue $55,364

TOTAL REVENUE $529,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,561

Fundraising Expenses $75,389

Program Expenses $312,790

Other Expenses $207,029

TOTAL EXPENSES $400,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$529,495	$511,398	+0.0%
Expenses	$400,590	$388,365	+0.0%
Net Income	$128,905	$123,033	+0.0%

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

1095

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
BOB HELTZEL	ADMIN/FINANCE	2.00	Director	$0	$0	$0
JANET KNISLEY	ADMIN/FINANCE	2.00	Director	$0	$0	$0
KEIRA SHILLING	BOARD MEMBER	2.00	Director	$0	$0	$0
AMBER RUBLE	TREASURER	2.00	Officer	$0	$0	$0
KEITH SANDERS	IMMEDIATE PAST PRESIDENT	2.00	Officer	$0	$0	$0
MELISSA CLARK	PRESIDENT	2.00	Officer	$0	$0	$0
BRANDI RICE	SECRETARY	2.00	Officer	$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	$529,495	$400,590	$1,149,630	$128,905
2024	$511,398	$388,365	$1,013,964	$123,033
2023	$396,190	$460,768	$886,392	$-64,578
2022	$506,781	$500,192	$961,614	$6,589
2021	$657,720	$489,620	$1,019,250	$168,100

COUNTY UNITED WAY INC