UNITED WAY OF WESTERN KENTUCKY (EIN 610514710) - 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

1960

Legal Domicile

Principal Officer

KELLY CHANNELL

Phone

2704421691

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF WESTERN KENTUCKY, founded in 1960, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO FOCUS THE CARING POWER OF THE COMMUNITY TO IMPROVE PEOPLE'S LIVES.

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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 $1,064,190

Program Service Revenue $0

Investment Income $85,158

Other Revenue $0

TOTAL REVENUE $1,149,348

Expense Breakdown

Grants Paid $494,338

Salaries & Benefits $302,328

Fundraising Expenses $153,023

Program Expenses $993,821

Other Expenses $570,132

TOTAL EXPENSES $1,366,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,149,348	$2,256,895	-0.5%
Expenses	$1,366,798	$1,923,903	-0.3%
Net Income	$-217,450	$332,992	-1.7%

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
DARREN SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
LEIGH ANN SIENER	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES MORROW	BOARD MEMBER	2.00	Director	$0	$0	$0
DREW HULETTE	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH HOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIC HOLLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
OSCAR HARRELL	BOARD MEMBER	2.00	Director	$0	$0	$0
LATOYA RICHARDSON	BOARD MEMBER	2.00	Director	$0	$0	$0
WENDY ELROD	BOARD MEMBER	2.00	Director	$0	$0	$0
CJ GURLEY	VICE PRESIDENT	2.00	Director	$0	$0	$0
MARINEL DUNIGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ARIANNE DILLON	BOARD MEMBER	2.00	Director	$0	$0	$0
SHERRY WESSEL	BOARD MEMBER	2.00	Director	$0	$0	$0
LEIGH ANN BALLEGEER	BOARD MEMBER	2.00	Director	$0	$0	$0
LYNSI BARNHILL	BOARD MEMBER	2.00	Director	$0	$0	$0
GINA LEEPER	SECRETARY	2.00	Officer Director	$0	$0	$0
GAYLE MARTIN	TREASURER	2.00	Officer Director	$0	$0	$0
OSCAR HARRELL	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
TODD MYERS	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHERINE SIVILLS	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
DYLAN STREET	BOARD MEMBER	2.00	Director	$0	$0	$0
KATINA TODD	BOARD MEMBER	2.00	Director	$0	$0	$0
REBECCA FERCH	BOARD MEMBER	2.00	Director	$0	$0	$0
BRENT HOUSMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GEORGANN LOOKOFSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
COURTNEY MORRIS	BOARD MEMBER	2.00	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	$1,149,348	$1,366,798	$2,293,867	$-217,450
2024	$2,256,895	$1,923,903	$2,591,003	$332,992
2023	$936,394	$1,892,356	$2,407,164	$-955,962
2022	$1,177,212	$859,767	$2,273,301	$317,445
2020	$920,238	$838,439	$1,818,864	$81,799
2019	$870,395	$842,360	$1,938,461	$28,035
2018	$855,775	$823,589	$1,936,737	$32,186

UNITED WAY OF WESTERN KENTUCKY