UNITED WAY OF SOUTHWEST WYOMING (EIN 830233314) - 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

1976

Legal Domicile

Phone

3073625003

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHWEST WYOMING, founded in 1976, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $809K in total revenue in fiscal year 2023. Expenses of $734K left a modest 9% surplus.

Mission

United Way brings communities together to find strength and share hope. United is the way we create lasting change.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $729,972

Program Service Revenue $0

Investment Income $79,325

Other Revenue $0

TOTAL REVENUE $809,297

Expense Breakdown

Grants Paid $348,795

Salaries & Benefits $172,629

Fundraising Expenses $118,072

Program Expenses $451,505

Other Expenses $212,667

TOTAL EXPENSES $734,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$809,297	$771,090	+0.0%
Expenses	$734,091	$774,125	-0.1%
Net Income	$75,206	$-3,035	-25.8%

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

100

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

$81,297

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY FRINK	Executive Dir.	40.00	Director	$81,297	$0	$81,297
TJ LOPEZ	Director	1.00	Director	$0	$0	$0
AMBER KRAMER	Director	1.00	Director	$0	$0	$0
CHLOE VALENTINE	Vice President	1.00	Officer	$0	$0	$0
DARCIE PUNCHES-MICKELSON	Director	1.00	Officer	$0	$0	$0
JOANNA ROBINSON	President	1.00	Officer	$0	$0	$0
GAYLEN GEORGE	Treasurer	1.00	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	No data	No data	No data	No data
2024	$809,297	$734,091	$3,399,940	$75,206
2023	$771,090	$774,125	$3,130,146	$-3,035
2022	$698,480	$679,790	$3,055,820	$18,690
2021	$1,193,779	$884,681	$3,442,498	$309,098
2020	$1,225,241	$991,356	$2,750,649	$233,885
2019	$1,211,591	$1,068,401	$2,663,346	$143,190

UNITED WAY OF SOUTHWEST WYOMING