UNITED WAY OF YAVAPAI COUNTY

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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

1987

Legal Domicile

Principal Officer

KATIE KINON

Phone

9287786605

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF YAVAPAI COUNTY, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $606K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. Expenses of $754K exceeded revenue, resulting in a 24% operating deficit.

Mission

UNITE PEOPLE, ORGANIZATIONS AND RESOURCES TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES THROUGHOUT YAVAPAI COUNTY.

Program Service Accomplishments

Program 1

Expenses: $565,130 Revenue: $25,031

DURING THE 2022-2023 FISCAL YEAR, UWYC PROVIDED OVER $400,000 IN GRANT FUNDING TO 23 UNIQUE AGENCIES ACROSS YAVAPAI COUNTY. THE ORGANIZATION OFFERS SUPPORT BY PROVIDING FINANCIAL GRANTS, OFFERING...

DURING THE 2022-2023 FISCAL YEAR, UWYC PROVIDED OVER $400,000 IN GRANT FUNDING TO 23 UNIQUE AGENCIES ACROSS YAVAPAI COUNTY. THE ORGANIZATION OFFERS SUPPORT BY PROVIDING FINANCIAL GRANTS, OFFERING EDUCATIONAL WORKSHOPS AND SERVING AS A CONDUIT BETWEEN VOLUNTEERS AND NONPROFIT AGENCIES.

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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 $542,825

Program Service Revenue $1,031

Investment Income $38,861

Other Revenue $23,281

TOTAL REVENUE $605,998

Expense Breakdown

Grants Paid $441,410

Salaries & Benefits $171,058

Fundraising Expenses $89,195

Program Expenses $565,130

Other Expenses $141,919

TOTAL EXPENSES $754,387

Year-over-Year Comparison

	2022	2021	Change
Revenue	$605,998	$700,292	-0.1%
Expenses	$754,387	$560,880	+0.3%
Net Income	$-148,389	$139,412	-2.1%

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

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

$33,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANN SUTTLES	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHELLE KESSLER	MEMBER	1.00	Director	$0	$0	$0
KATIE KINON	TREASURER	5.00	Officer Director	$0	$0	$0
JOANNE HILDE	MEMBER	1.00	Director	$0	$0	$0
MEREDITH DUNLAP-STERRETT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM ORREY	MEMBER	1.00	Director	$0	$0	$0
IRENE WINTER	MEMBER	1.00	Director	$0	$0	$0
SCOTT LEWIS	MEMBER	2.00	Director	$0	$0	$0
KARA LANGLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
CHERYL PHIPPS	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARK HOKENESS	MEMBER	4.00	Director	$0	$0	$0
DAVID SEIGLER	EXECUTIVE DIRECTOR - TERM BEGINNING 6/12/2023	40.00	Officer	$0	$0	$0
PETER MARTINEZ	EXECUTIVE DIRECTOR - TERM ENDED MARCH 2023	40.00	Officer	$33,924	$0	$33,924

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	$605,998	$754,387	$3,390,713	$-148,389
2023	$396,236	$508,402	$3,546,084	$-112,166
2022	$700,292	$560,880	$3,251,143	$139,412
2021	$953,041	$479,151	$3,873,410	$473,890
2021	$953,041	$479,151	$3,873,410	$473,890
2020	$3,517,777	$804,467	$3,145,431	$2,713,310
2019	$429,003	$432,906	$247,896	$-3,903
2018	$308,562	$395,829	$232,089	$-87,267