UNITED WAY OF THE UPPER OHIO VALLEY INC (EIN 550479446) - 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

1964

Legal Domicile

Principal Officer

STACI STEPHEN

Phone

3042324625

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF THE UPPER OHIO VALLEY INC, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $922K in total revenue in fiscal year 2022. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $3.6M represent 47 months of operating reserves.

Mission

WE ARE UNITED IN IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY AS A WAY TO STRENGTHEN THE UPPER OHIO VALLEY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $921,254

Program Service Revenue $884

Investment Income $50,839

Other Revenue $-50,573

TOTAL REVENUE $922,404

Expense Breakdown

Grants Paid $508,500

Salaries & Benefits $239,244

Fundraising Expenses $132,791

Program Expenses $709,526

Other Expenses $206,270

TOTAL EXPENSES $954,014

Year-over-Year Comparison

	2022	2021	Change
Revenue	$922,404	$1,238,141	-0.3%
Expenses	$954,014	$854,791	+0.1%
Net Income	$-31,610	$383,350	-1.1%

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

341

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

$88,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN ZENNER-GAUDI	DIRECTOR	0.20	Director	$0	$0	$0
WALKER HOLLOWAY	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF FLEAHMAN	DIRECTOR	0.20	Director	$0	$0	$0
WILLIAM WAGNER	DIRECTOR	0.20	Director	$0	$0	$0
JACOB KEENEY	DIRECTOR	0.20	Director	$0	$0	$0
TODD COVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSH CONTRAGUERRO	DIRECTOR	0.20	Director	$0	$0	$0
JOSEPH LOVELL	DIRECTOR	0.20	Director	$0	$0	$0
VALERIE PIKO	DIRECTOR	0.20	Director	$0	$0	$0
CRAIG BOMMER	DIRECTOR	0.20	Director	$0	$0	$0
ALISHIAH HARDWAY	DIRECTOR	0.20	Director	$0	$0	$0
KEVIN HELLER	DIRECTOR	0.20	Director	$0	$0	$0
ANTHONY MARTINELLI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN ROTILIO	SECRETARY	1.00	Officer Director	$0	$0	$0
TINA RUSH	DIRECTOR	0.20	Director	$0	$0	$0
DANIEL YOUNG	DIRECTOR	0.20	Director	$0	$0	$0
SHARON CAMPBELL	DIRECTOR	0.20	Director	$0	$0	$0
JEFF EMERICK	DIRECTOR	0.20	Director	$0	$0	$0
ANTIONETTE GEYER	DIRECTOR	0.20	Director	$0	$0	$0
RHONDA HALEY	DIRECTOR	0.20	Director	$0	$0	$0
EMILY SHORTALL	DIRECTOR	0.20	Director	$0	$0	$0
CHRISTINA TEREK	DIRECTOR	0.20	Director	$0	$0	$0
BEN KITTKA	DIRECTOR	0.20	Director	$0	$0	$0
STACI STEPHEN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$7,839	$7,839
JESSICA RINE	FORMER EXEC DIRECTOR	40.00	Officer	$63,185	$17,718	$80,903

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	No data	No data	No data	No data
2023	$922,404	$954,014	$3,721,922	$-31,610
2022	$1,238,141	$854,791	$3,218,908	$383,350
2021	$1,303,502	$911,234	$3,473,313	$392,268
2020	$907,426	$927,714	$3,195,967	$-20,288
2019	$1,005,291	$996,735	$3,349,431	$8,556

UNITED WAY OF THE UPPER OHIO VALLEY INC