UNITED WAY OF EASTERN IDAHO (EIN 820233588) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

BARBARA MORRIS

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF EASTERN IDAHO, founded in 1972, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024.

Mission

FUNDRAISING FOR MEMBER AGENCIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $999,616

Program Service Revenue $0

Investment Income $12,324

Other Revenue $115,601

TOTAL REVENUE $1,127,541

Expense Breakdown

Grants Paid $446,318

Salaries & Benefits $350,631

Fundraising Expenses $110,748

Program Expenses $875,074

Other Expenses $324,826

TOTAL EXPENSES $1,121,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,127,541	$1,177,900	0.0%
Expenses	$1,121,775	$1,320,411	-0.2%
Net Income	$5,766	$-142,511	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
TERESE BONNEY	DIRECTOR	N/A	Director	$0	$0	$0
LEANN BOURNE	TREASURER	N/A	Officer Director	$0	$0	$0
DOUG CRABTREE	DIRECTOR	N/A	Director	$0	$0	$0
RON CRONE	DIRECTOR	N/A	Director	$0	$0	$0
YARI LABRA	DIRECTOR	N/A	Director	$0	$0	$0
NICKEY LAWSON	VICE CHAIR	N/A	Officer Director	$0	$0	$0
CHRISTINE LEE	SECRETARY	N/A	Officer Director	$0	$0	$0
GABRIEL LLEVBARE	DIRECTOR	N/A	Director	$0	$0	$0
RICH LYONS	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA MORRIS	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
TYLER PORTER	DIRECTOR	N/A	Director	$0	$0	$0
BEN ROBERTS	DIRECTOR	N/A	Director	$0	$0	$0
NICK SMITH	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN ZIEL	2ND VICE CHA	N/A	Officer 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	$1,127,541	$1,121,775	$1,199,200	$5,766
2025	$1,127,541	$1,121,775	$1,199,200	$5,766
2024	$1,177,900	$1,320,411	$1,204,357	$-142,511
2023	$1,820,955	$1,654,151	$1,401,014	$166,804
2021	$863,789	$711,886	$1,112,169	$151,903
2020	$837,022	$768,909	$979,200	$68,113
2018	$769,271	$401,101	$900,326	$368,170

UNITED WAY OF EASTERN IDAHO