UNITED WAY OF LARIMER COUNTY (EIN 846031503) - 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

JOY D SULLIVAN

Phone

9704077000

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF LARIMER COUNTY, founded in 1958, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.3M in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $7.3M exceeded revenue, resulting in a 16% operating deficit.

Mission

UNITING OUR COMMUNITY FOR CHILDREN AND YOUTH.

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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 $6,028,013

Program Service Revenue $2,006

Investment Income $72,462

Other Revenue $149,385

TOTAL REVENUE $6,251,866

Expense Breakdown

Grants Paid $4,109,862

Salaries & Benefits $2,015,191

Fundraising Expenses $559,461

Program Expenses $5,947,589

Other Expenses $1,133,651

TOTAL EXPENSES $7,258,704

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,251,866	$10,510,981	-0.4%
Expenses	$7,258,704	$11,337,583	-0.4%
Net Income	$-1,006,838	$-826,602	+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

329

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

$660,777

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE FOLK	BOARD CHAIR (FROM 10/24)	2.00	Officer Director	$0	$0	$0
KELLY MCBARTLETT	BOARD CHAIR (THRU 9/24)	1.00	Officer Director	$0	$0	$0
STEPHEN WEST	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
TEGAN CAMDEN	SECRETARY	2.00	Officer Director	$0	$0	$0
BARBARA WALTON	TREASURER	2.00	Officer Director	$0	$0	$0
ALEXIS KENNEDY	COMMUNITY IMPACT COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
LORI RASMUSSEN	RESOURCE DEVELOPMENT COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
JASON DAMWEBER	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY MCBARTLETT	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA HOFFMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY KOLCZAK	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN PAEPKE	BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN DEPASQUALE	BOARD MEMBER	1.00	Director	$0	$0	$0
JONI FRIEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
YOLANDA MCNIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN WONG BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE GREENE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOY SULLIVAN	PRESIDENT/CEO	45.00	Officer	$135,576	$17,324	$152,900
DIANE HATHAWAY	CHIEF FINANCIAL OFFICER	45.00	Officer	$93,706	$16,917	$110,623
NAOMI YOUNG-VP OF	STRATEGY & OPERATIONS (THRU 3/25)	45.00	Officer	$98,068	$10,929	$108,997
LAUREN LEARY	VP OF IMPACT	45.00	Officer	$78,159	$25,483	$103,642
CHRISTINA COOPER	VP OF RESOURCE DEVELOPMENT	45.00	Officer	$89,173	$12,866	$102,039
KELSEY DIASTRA	VP OF COMMUNICATIONS & EVENTS	45.00	Officer	$74,230	$8,346	$82,576

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	$6,251,866	$7,258,704	$7,004,664	$-1,006,838
2024	$10,510,981	$11,337,583	$6,754,759	$-826,602
2023	$5,373,652	$6,039,486	$7,683,709	$-665,834
2022	$6,500,342	$6,970,556	$7,692,443	$-470,214
2021	$8,188,374	$6,063,857	$8,419,924	$2,124,517
2020	$5,608,977	$5,488,799	$5,949,307	$120,178
2019	$6,047,720	$5,180,776	$6,268,433	$866,944

UNITED WAY OF LARIMER COUNTY