UNITED WAY OF CHESTER COUNTY IN (EIN 570521945) - 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

1980

Legal Domicile

Principal Officer

BILL NASH

Tax Period

2020-01-01 to 2020-12-31

UNITED WAY OF CHESTER COUNTY IN, founded in 1980, is a small nonprofit in the Human Services sector that reported $232K in total revenue in fiscal year 2020. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $201K left a modest 13% surplus.

Mission

TO FUND COMMUNITY SERVICE ORGANI

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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 (2020)

Revenue Breakdown

Contributions & Grants $231,448

Program Service Revenue $0

Investment Income $90

Other Revenue $0

TOTAL REVENUE $231,538

Expense Breakdown

Grants Paid $142,217

Salaries & Benefits $51,573

Fundraising Expenses $0

Program Expenses $142,217

Other Expenses $7,660

TOTAL EXPENSES $201,450

Year-over-Year Comparison

	2020	2019	Change
Revenue	$231,538	$309,927	-0.3%
Expenses	$201,450	$208,750	0.0%
Net Income	$30,088	$101,177	-0.7%

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
MARK ZAUN	BD OF DIRECTORS	1.00	Director	$0	$0	$0
JIM MAYHUGH	BD OF DIRECTORS	1.00	Director	$0	$0	$0
LINDA SUDOL	BD OF DIRECTORS	1.00	Director	$0	$0	$0
MARK ZAUN	BD OF DIRECTORS	1.00	Director	$0	$0	$0
RUTHANNE LEVISTER	BD OF DIRECTORS	1.00	Director	$0	$0	$0
SUSAN MARION	BD OF DIRECTORS	1.00	Director	$0	$0	$0
CHAD FRIEL	BD OF DIRECTORS	1.00	Director	$0	$0	$0
JIM FULLER	BD OF DIRECTORS	1.00	Director	$0	$0	$0
BILL NASH	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOMMY DARBY	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTEN FAIRFAX	EXECUTIVE DIR	30.00	Key Emp Highest	$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	No data	No data	No data	No data
2020	$231,538	$201,450	$466,005	$30,088
2019	$309,927	$208,750	$435,917	$101,177
2018	$122,751	$210,439	$334,360	$-87,688

UNITED WAY OF CHESTER COUNTY IN