United Way of Nevada County (EIN 680007201) - 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

1982

Legal Domicile

Phone

5304748111

Tax Period

2023-01-01 to 2023-12-31

United Way of Nevada County, founded in 1982, is a micro nonprofit that reported $98K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $177K exceeded revenue, resulting in a 80% operating deficit.

Mission

The mission of United Way of Nevada County is to improve lives by mobilizing the caring power of our community.

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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 (2023)

Revenue Breakdown

Contributions & Grants $63,377

Program Service Revenue $0

Investment Income $13,594

Other Revenue $21,264

TOTAL REVENUE $98,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,369

Fundraising Expenses $0

Program Expenses $132,933

Other Expenses $70,944

TOTAL EXPENSES $177,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,235	$160,689	-0.4%
Expenses	$177,313	$181,442	0.0%
Net Income	$-79,078	$-20,753	+2.8%

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

$64,344

Total Directors

$64,344

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Louise Reed	Executive Dir.	40.00	Officer Director	$64,344	$0	$64,344
Beau Mayfield	Vice President	2.00	Officer Director	$0	$0	$0
Josh Bostic	Director	2.00	Director	$0	$0	$0
Joanne Weatherly	Secretary	2.00	Officer Director	$0	$0	$0
Sue Mayfield	Treasurer	2.00	Officer Director	$0	$0	$0
Anna Crockett	Director	2.00	Director	$0	$0	$0
Marianne Cartan	President	2.00	Officer Director	$0	$0	$0
Grech Michna	Director	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
2024	No data	No data	No data	No data
2023	$98,235	$177,313	$718,646	$-79,078
2022	$160,689	$181,442	$716,058	$-20,753
2021	$138,692	$119,141	$864,114	$19,551
2021	$222,285	$201,354	$641,917	$20,931
2020	$239,297	$237,868	$386,703	$1,429
2019	$207,734	$225,320	$430,938	$-17,586

United Way of Nevada County