MESA UNITED WAY INC (EIN 860198599) - 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

1966

Legal Domicile

Principal Officer

MARK YOUNG

Tax Period

2023-07-01 to 2024-06-30

MESA UNITED WAY INC, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 185% operating deficit.

Mission

United we fight for the health, education, and financial stability of every person in Mesa.

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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 $1,023,212

Program Service Revenue $0

Investment Income $113,633

Other Revenue $1,476

TOTAL REVENUE $1,138,321

Expense Breakdown

Grants Paid $2,659,626

Salaries & Benefits $13,291

Fundraising Expenses $62,565

Program Expenses $2,843,855

Other Expenses $574,634

TOTAL EXPENSES $3,247,551

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,138,321	$1,764,736	-0.4%
Expenses	$3,247,551	$1,926,749	+0.7%
Net Income	$-2,109,230	$-162,013	+12.0%

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

$270,961

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK YOUNG	CHIEF EXECUTIVE OFFICER	10.00	Officer	$96,993	$14,150	$111,143
ALLISON JOHNSON	CHIEF FINANCIAL OFFICER	10.00	Officer	$73,106	$13,077	$86,183
DANA HICKS	CHIEF OPERATING OFFICER	10.00	Officer	$64,335	$9,300	$73,635
RON SCHMIDT	MEMBER	2.00	Director	$0	$0	$0
CATHY GROSSO	SECRETARY	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$1,138,321	$3,247,551	$2,337,097	$-2,109,230
2023	$1,764,736	$1,926,749	$4,465,771	$-162,013
2022	$2,384,294	$2,135,227	$5,991,957	$249,067
2021	$4,361,640	$4,253,066	$5,099,994	$108,574
2020	$4,455,147	$3,902,005	$5,619,681	$553,142
2019	$4,560,506	$4,448,105	$4,839,718	$112,401
2018	$3,943,418	$3,793,360	$4,838,329	$150,058

MESA UNITED WAY INC