United Way of Morgan County (EIN 840564018) - 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

1958

Legal Domicile

Principal Officer

Sue Boyett

Phone

9708672218

Tax Period

2023-01-01 to 2023-12-31

United Way of Morgan County, founded in 1958, is a small nonprofit that reported $612K in total revenue in fiscal year 2023.

Mission

United Way of Morgan County, Inc. is established to collect charitable contributions within Morgan County Colorado and to allocate them to various tax exempt agencies within the County.

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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 (2023)

Revenue Breakdown

Contributions & Grants $604,883

Program Service Revenue $0

Investment Income $2,688

Other Revenue $4,264

TOTAL REVENUE $611,835

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,834

Fundraising Expenses $0

Program Expenses $580,954

Other Expenses $489,990

TOTAL EXPENSES $629,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$611,835	$643,430	0.0%
Expenses	$629,824	$512,353	+0.2%
Net Income	$-17,989	$131,077	-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

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
Kaitlyn Bernhardt	President	001.00	Officer Director	$0	$0	$0
Alexandria Peck	Secretary	001.00	Officer Director	$0	$0	$0
Wendy Fritzler	Treasurer	001.00	Officer Director	$0	$0	$0
Sonya Bass	Board Member	001.00	Director	$0	$0	$0
Kristina Davis	Board Member	001.00	Director	$0	$0	$0
Rena Frasco	Board Member	001.00	Director	$0	$0	$0
Chaundra Jacobs	Board Member	001.00	Director	$0	$0	$0
Michael Boyer	Board Member	001.00	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
2024	No data	No data	No data	No data
2023	$611,835	$629,824	$603,674	$-17,989
2022	$643,430	$512,353	$579,345	$131,077
2021	$476,437	$160,464	$434,141	$315,973
2020	$269,421	$204,418	$126,888	$65,003

United Way of Morgan County