UNITED WAY OF EAGLE RIVER VALLEY (EIN 841360915) - 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

1996

Legal Domicile

Principal Officer

SARA AMBERG

Phone

9706888575

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF EAGLE RIVER VALLEY, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $262K in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $400K exceeded revenue, resulting in a 53% operating deficit.

Mission

IMPROVE LIVES BY MOBILIZING CARING IN OUR COMMUNITY

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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 (2022)

Revenue Breakdown

Contributions & Grants $245,323

Program Service Revenue $0

Investment Income $349

Other Revenue $16,346

TOTAL REVENUE $262,018

Expense Breakdown

Grants Paid $149,246

Salaries & Benefits $167,426

Fundraising Expenses $0

Program Expenses $328,954

Other Expenses $82,923

TOTAL EXPENSES $399,595

Year-over-Year Comparison

	2022	2021	Change
Revenue	$262,018	$387,243	-0.3%
Expenses	$399,595	$325,205	+0.2%
Net Income	$-137,577	$62,038	-3.2%

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

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	Role	Reportable Comp	Other Comp	Total
SARA AMBERG	Chairman	Director	$0	$0	$0
JEFF CORN	Secretary	Director	$0	$0	$0
LEE SHORE	Treasurer	Director	$0	$0	$0
JULIE AHEARN	Director	Director	$0	$0	$0
BRITTANY KINNEY	Director	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	$262,018	$399,595	$31,590	$-137,577
2022	$387,243	$325,205	$227,493	$62,038
2021	$440,127	$629,774	$188,918	$-189,647
2020	$585,488	$444,799	$336,744	$140,689
2019	$351,329	$372,702	$156,216	$-21,373
2018	$322,607	$223,218	$177,980	$99,389

UNITED WAY OF EAGLE RIVER VALLEY