TWIN COUNTY UNITED WAY INC (EIN 820261086) - 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

1973

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

TWIN COUNTY UNITED WAY INC, founded in 1973, is a small nonprofit that reported $655K in total revenue in fiscal year 2024. Revenue surged 147% from the prior year, signaling strong growth momentum. Expenses of $623K left a modest 5% surplus.

Mission

TO RAISE FUNDS BY VOLUNTARY SOLICITATION AND CONTRIBUTIONS FOR NONPROFIT LOCAL, STATE AND NATIONAL BENEVOLENT, CHARITABLE, HEALTH AND SOCIAL WELFARE ORGANIZATOINS AND TO DISTRIBUTE THE FUNDS RAISED PERIODICALLY TO PARTICIPATING 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 (2024)

Revenue Breakdown

Contributions & Grants $366,666

Program Service Revenue $0

Investment Income $269,736

Other Revenue $18,665

TOTAL REVENUE $655,067

Expense Breakdown

Grants Paid $179,976

Salaries & Benefits $179,676

Fundraising Expenses $60,855

Program Expenses $331,618

Other Expenses $263,659

TOTAL EXPENSES $623,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$655,067	$264,867	+1.5%
Expenses	$623,311	$569,338	+0.1%
Net Income	$31,756	$-304,471	-1.1%

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

N/A

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
TRAVIS MYKLEBUST	Vice President	0.00	Officer Director	$0	$0	$0
HEATHER WEEKS	Secretary	0.00	Officer Director	$0	$0	$0
GREG SCHAFFER	President	0.00	Officer Director	$0	$0	$0
DOUG LAMUNYAN	Director	0.00	Director	$0	$0	$0
ERIKA STRICKER	Director	0.00	Director	$0	$0	$0
DON MONTGOMERY	Director	0.00	Director	$0	$0	$0
ALICIA FINCH	Director	0.00	Director	$0	$0	$0
JANIS FORSMANN	Director	0.00	Director	$0	$0	$0
LAURIE WILSON	Director	0.00	Director	$0	$0	$0
LANCE HANSEN	Director	0.00	Director	$0	$0	$0
CHANTELLE SOUTHER	Director	0.00	Director	$0	$0	$0
JASON HALSTEAD	Director	0.00	Director	$0	$0	$0
KATIE DEIBEL	Director	0.00	Director	$0	$0	$0
MICHELLE EBERHARDT	Treasurer	0.00	Officer Director	$0	$0	$0
BEVERLY KLOEPFER	Director	0.00	Director	$0	$0	$0
DESIREE SILVA	Director	0.00	Director	$0	$0	$0
GARY BERGEN	Director	0.00	Director	$0	$0	$0
CRYSTAL NELSON	Director	0.00	Director	$0	$0	$0
SCOTT BALDWIN	Director	0.00	Director	$0	$0	$0
BERT SAHLBERG	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
JORDAN STOVER	Director	0.00	Director	$0	$0	$0
CATHY JO WITTERS	Director	0.00	Director	$0	$0	$0
KRISTIN KEMAK	CEO	40.00	Officer	$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	$655,067	$623,311	$890,512	$31,756
2024	No data	No data	No data	No data
2023	$587,175	$512,268	$1,094,618	$74,907
2022	$484,563	$517,816	$1,004,499	$-33,253
2021	$577,178	$614,761	$1,087,445	$-37,583
2020	$650,936	$664,286	$1,108,524	$-13,350
2019	$656,633	$677,587	$1,130,650	$-20,954
2018	$780,088	$694,518	$1,267,887	$85,570

TWIN COUNTY UNITED WAY INC