UNITED WAY OF THE LEWIS AND CLARK AREA INC (EIN 816017354) - 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

1966

Legal Domicile

Principal Officer

RYAN FETHERSTON

Phone

4064424360

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF THE LEWIS AND CLARK AREA INC, founded in 1966, is a small nonprofit that reported $454K in total revenue in fiscal year 2022. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $535K exceeded revenue, resulting in a 18% operating deficit.

Mission

UNITING RESOURCES, ORGANIZATIONS, AND PEOPLE TO TRANSFORM OUR COMMUNITY FOR GOOD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $399,260

Program Service Revenue $16,346

Investment Income $17,114

Other Revenue $21,703

TOTAL REVENUE $454,423

Expense Breakdown

Grants Paid $157,744

Salaries & Benefits $234,286

Fundraising Expenses $112,380

Program Expenses $369,286

Other Expenses $142,665

TOTAL EXPENSES $534,695

Year-over-Year Comparison

	2022	2021	Change
Revenue	$454,423	$713,410	-0.4%
Expenses	$534,695	$658,300	-0.2%
Net Income	$-80,272	$55,110	-2.5%

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

280

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
WHITNEY FISHER DORR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KENNETH VARNS	DIRECTOR	1.00	Director	$0	$0	$0
RYAN FETHERSTON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SPENCER VAN METER	BOARD MEMBER	1.00	Director	$0	$0	$0
CAIT MCWILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE O'NEIL	SECRETARY	1.00	Director	$0	$0	$0
JAMEY WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLI VENTRI	DIRECTOR	1.00	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
2023	$454,423	$534,695	$855,086	$-80,272
2022	$713,410	$658,300	$1,227,528	$55,110
2021	$835,447	$803,912	$1,221,706	$31,535
2020	$1,079,595	$984,346	$1,164,519	$95,249
2019	$975,010	$925,966	$1,297,357	$49,044
2018	$1,128,768	$1,214,183	$1,236,682	$-85,415

UNITED WAY OF THE LEWIS AND CLARK AREA INC