United Way of Benton County (EIN 621778014) - 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

1999

Legal Domicile

Principal Officer

Mike Draper

Phone

7314412299

Tax Period

2019-07-01 to 2020-06-30

United Way of Benton County, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $129K in total revenue in fiscal year 2019. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $116K left a modest 11% surplus.

Mission

The organization strives to build a better community by uniting people resouces to meet local needs. The organization provides leadership guidance during a united campaign to solicit funds for various agencies in accordance with the direction intention of donors.

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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 (2019)

Revenue Breakdown

Contributions & Grants $56,706

Program Service Revenue $0

Investment Income $607

Other Revenue $72,114

TOTAL REVENUE $129,427

Expense Breakdown

Grants Paid $70,053

Salaries & Benefits $33,195

Fundraising Expenses $7,895

Program Expenses $94,177

Other Expenses $12,514

TOTAL EXPENSES $115,762

Year-over-Year Comparison

	2019	2018	Change
Revenue	$129,427	$118,539	+0.1%
Expenses	$115,762	$114,489	+0.0%
Net Income	$13,665	$4,050	+2.4%

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

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
Mike Draper	President	001.00	Officer Director	$0	$0	$0
Shanna Kennon	Campaign Chair	001.00	Officer Director	$0	$0	$0
Bea Lashlee	Community Impact Chair	001.00	Officer Director	$0	$0	$0
Jennifer Lowrie	Board Member	001.00	Director	$0	$0	$0
John Latimer	Board Member	001.00	Director	$0	$0	$0
Veronica Herring	Board Member	001.00	Director	$0	$0	$0
Lyle Van Lew	Board Member	001.00	Director	$0	$0	$0
Lara Jackson	Board Member	001.00	Director	$0	$0	$0
Anita Mitchell	Board Member	001.00	Director	$0	$0	$0
KIm Plunk	Board Member	001.00	Director	$0	$0	$0
Kevin Stepp	Board Member	001.00	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
2020	$129,427	$115,762	$176,552	$13,665
2019	$118,539	$114,489	$153,113	$4,050
2018	$138,994	$141,945	$169,303	$-2,951

United Way of Benton County