UNITED WAY OF MARION COUNTYINC (EIN 590946642) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

SCOTT A QUINTEL

Phone

3527329696

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF MARION COUNTYINC, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2022. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 57% operating deficit.

Mission

To advance the common good through community impact initiatives and agency support.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,181,145

Program Service Revenue $0

Investment Income $302,220

Other Revenue $5,482

TOTAL REVENUE $1,488,847

Expense Breakdown

Grants Paid $542,572

Salaries & Benefits $849,827

Fundraising Expenses $253,440

Program Expenses $1,772,948

Other Expenses $940,319

TOTAL EXPENSES $2,332,718

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,488,847	$16,249,109	-0.9%
Expenses	$2,332,718	$16,913,888	-0.9%
Net Income	$-843,871	$-664,779	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Dr James Henningsen	Chair	2.00	Director	$0	$0	$0
Jared Jack Konstanty	Annual Giving Chair	2.00	Director	$0	$0	$0
Peggy Bourne	Secretary	2.00	Director	$0	$0	$0
Rusty Branson	Treasurer	2.00	Director	$0	$0	$0
Kevin Sheilley	VC Strategic Planning	2.00	Director	$0	$0	$0
Linda Allcott	VC Administration	2.00	Director	$0	$0	$0
Greg Harrell	Chair of the Board Elect	2.00	Director	$0	$0	$0
Linda Allcott	Board Memeber	2.00	Director	$0	$0	$0
Margarete Talbert-Irving	Board Memeber	2.00	Director	$0	$0	$0
Kristy Rowland	Board Memeber	2.00	Director	$0	$0	$0
Shane Alexander	Board Memeber	2.00	Director	$0	$0	$0
Kevin Sheilley	Board Memeber	2.00	Director	$0	$0	$0
Chris Altobello	Board Memeber	2.00	Director	$0	$0	$0
Mark Lander	Board Memeber	2.00	Director	$0	$0	$0
Michelle Stone	Board Memeber	2.00	Director	$0	$0	$0
Peggy Bourne	Board Memeber	2.00	Director	$0	$0	$0
Rich Larkin	Board Memeber	2.00	Director	$0	$0	$0
Chuck Trout	Board Memeber	2.00	Director	$0	$0	$0
Rusty Branson	Board Memeber	2.00	Director	$0	$0	$0
Charles McIntosh	Board Memeber	2.00	Director	$0	$0	$0
Mark Vianello	Board Memeber	2.00	Director	$0	$0	$0
Gregory C Harrell	Board Memeber	2.00	Director	$0	$0	$0
Lisa Patton	Board Memeber	2.00	Director	$0	$0	$0
David Willis MD	Board Memeber	2.00	Director	$0	$0	$0
Dr James Henningsen	Board Memeber	2.00	Director	$0	$0	$0
Lina Piedrahita	Board Memeber	2.00	Director	$0	$0	$0
Adam Woods	Board Memeber	2.00	Director	$0	$0	$0
ROBERT HAIGHT	PRESIDENT & CEO	45.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,488,847	$2,332,718	$3,927,558	$-843,871
2022	$16,249,109	$16,913,888	$4,846,839	$-664,779
2020	$2,036,831	$2,657,820	$5,684,552	$-620,989
2019	$2,219,318	$2,399,209	$5,999,720	$-179,891
2018	$2,772,092	$2,760,544	$6,077,141	$11,548

UNITED WAY OF MARION COUNTYINC