KERR COUNTY UNITED WAY

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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

DEBBI LEHR

Phone

8307770403

Tax Period

2023-09-01 to 2024-08-31

KERR COUNTY UNITED WAY, founded in 1960, is a small nonprofit that reported $152K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $244K exceeded revenue, resulting in a 61% operating deficit.

Mission

KERR COUNTY UNITED WAY (KCUW) PROVIDES AN AVENUE FOR CONSOLIDATING THE FUND RAISING EFFORTS OF MANY CHARITIES INTO ONE FUND DRIVE. KCUW HAS AN ANNUAL FUND DRIVE AND THEN GRANTS FUNDS TO NON-PROFITS IN KERR COUNTY THAT HAVE APPLIED FOR FUNDING ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $139,145

ONE ANNUAL COMMUNITY FUND DRIVE TO RAISE FUNDS FOR LOCAL NON PROFIT ORGANIZATIONS.

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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 $146,822

Program Service Revenue $0

Investment Income $0

Other Revenue $4,736

TOTAL REVENUE $151,558

Expense Breakdown

Grants Paid $139,145

Salaries & Benefits $75,757

Fundraising Expenses $76,650

Program Expenses $139,145

Other Expenses $29,332

TOTAL EXPENSES $244,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$151,558	$162,298	-0.1%
Expenses	$244,234	$281,169	-0.1%
Net Income	$-92,676	$-118,871	-0.2%

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

$72,083

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTY VANDENBERG	DIRECTOR	2.00	Director	$0	$0	$0
DEBBI LEHR	EXECUTIVE DIRECTOR	40.00	Director	$72,083	$0	$72,083
MARGARET JOBE	DIRECTOR	3.00	Director	$0	$0	$0
TOBY APPLETON	PRESIDENT	3.00	Officer Director	$0	$0	$0
KAYLA AVIRETT ZACHRY	DIRECTOR	2.00	Director	$0	$0	$0
CODY SCOTT	TREASURER	3.00	Officer Director	$0	$0	$0
CHARLIE HUEBER	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA POTTER	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	$151,558	$244,234	No data	$-92,676
2023	$162,298	$281,169	$95,087	$-118,871
2022	$174,468	$54,346	$213,648	$120,122
2021	$203,538	$79,153	$104,235	$124,385
2020	$244,651	$291,116	$51,187	$-46,465
2019	$213,637	$315,628	$77,963	$-101,991
2018	$331,987	$259,722	$304,647	$72,265