UNITED WAY OF TREASURE VALLEY INC (EIN 820299013) - 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

1928

Legal Domicile

Principal Officer

MEGAN REMALEY

Phone

2083361070

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF TREASURE VALLEY INC, founded in 1928, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

UNITED WAY OF TREASURE VALLEY MOBILIZES THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE EDUCATION, HEALTH, AND FINANCIAL STABILITY OF EVERY PERSON.

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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 $5,360,728

Program Service Revenue $0

Investment Income $123,561

Other Revenue $28,926

TOTAL REVENUE $5,513,215

Expense Breakdown

Grants Paid $2,444,640

Salaries & Benefits $1,709,400

Fundraising Expenses $525,931

Program Expenses $4,834,762

Other Expenses $1,675,003

TOTAL EXPENSES $5,829,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,513,215	$5,811,047	-0.1%
Expenses	$5,829,043	$6,074,496	0.0%
Net Income	$-315,828	$-263,449	+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

754

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

$445,836

Total Directors

$342,245

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSH T BISHOP	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
KELLI BADESHEIM	VICE CHAIR/SECRETARY	3.00	Officer Director	$0	$0	$0
WES JOST	TREASURER	2.00	Officer Director	$0	$0	$0
AMELIA KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER CHAMBERS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES ALDERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAROM WAGONER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF HUHN	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCH COLBURN	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN BAILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIRLEY O'NEIL	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM VAN HEMELRYCK	BOARD MEMBER	1.00	Director	$0	$0	$0
WESTON ARNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM JACKSON	PRESIDENT & CEO (END 6/24)	40.00	Officer Director	$136,059	$20,825	$156,884
NORA J CARPENTER	INTERIM PRESIDENT AND CEO	40.00	Officer Director	$47,472	$3,560	$51,032
MEGAN REMALEY	PRESIDENT & CEO	40.00	Officer Director	$122,990	$11,339	$134,329
JASON JEDRY	DIRECTOR OF FINANCE	40.00	Officer	$85,504	$18,087	$103,591

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	$5,513,215	$5,829,043	$6,248,006	$-315,828
2024	$5,811,047	$6,074,496	$5,431,296	$-263,449
2023	$4,531,145	$4,545,708	$5,889,790	$-14,563
2022	$4,448,551	$4,095,828	$5,526,975	$352,723
2021	$4,562,667	$3,895,597	$4,974,332	$667,070
2020	$4,107,678	$3,645,175	$4,169,788	$462,503
2019	$4,163,034	$3,968,687	$3,740,430	$194,347

UNITED WAY OF TREASURE VALLEY INC