UNITED WAY OF BENTON & FRANKLIN COUNTIES (EIN 910682177) - 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

LoAnn Ayers

Phone

5097834102

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF BENTON & FRANKLIN COUNTIES, founded in 1958, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $2.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

We support the success of local children by addressing childhood health and wellness, student success, support for family systems, and parent success.

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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 $1,833,235

Program Service Revenue $33,754

Investment Income $155,662

Other Revenue $-59,879

TOTAL REVENUE $1,962,772

Expense Breakdown

Grants Paid $532,577

Salaries & Benefits $1,334,134

Fundraising Expenses $334,318

Program Expenses $1,640,075

Other Expenses $512,680

TOTAL EXPENSES $2,379,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,962,772	$2,299,167	-0.1%
Expenses	$2,379,391	$2,483,127	0.0%
Net Income	$-416,619	$-183,960	+1.3%

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

$371,212

Total Directors

$234,879

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LoAnn Ayers	President & CEO	45.00	Officer Director	$199,076	$35,803	$234,879
Brant Baker	Vice President	40	Officer	$109,426	$26,907	$136,333
Jon Amundson	Board Member	2	Director	$0	$0	$0
Scott Booth	Treasurer	3	Officer Director	$0	$0	$0
Kena Chase	Board Member	2	Director	$0	$0	$0
Amy Christensen	Board Member	2	Director	$0	$0	$0
Katie Downing	Board Member	2	Director	$0	$0	$0
Charles Drader	Board Member	2	Director	$0	$0	$0
Laura Eder	Chair-Elect/ Secretary	3	Officer Director	$0	$0	$0
Christopher Guerrero	Board Member	2	Director	$0	$0	$0
William Gunn	Board Member	2	Director	$0	$0	$0
Joshua Harrison	Board Member	2	Director	$0	$0	$0
Randy Hayden	Board Chair	3	Officer Director	$0	$0	$0
Amy Hayfield	Board Member	2	Director	$0	$0	$0
Jerry Holloway	Board Member	2	Director	$0	$0	$0
Sarah Hysjulien	Board Member	2	Director	$0	$0	$0
Gail Johnsen	Board Member	2	Director	$0	$0	$0
Jeff Markillie	Board Member	2	Director	$0	$0	$0
Corey Osborn	Board Member	2	Director	$0	$0	$0
Traci Pierce	Board Member	2	Director	$0	$0	$0
Cristina Reyff	Board Member	2	Director	$0	$0	$0
Tommy Ryon	Board Member	2	Director	$0	$0	$0
Mike Sheridan	Board Member	2	Director	$0	$0	$0
Richa Sigdel	Board Member	2	Director	$0	$0	$0
Charles Simpson	Past Chair	3	Officer Director	$0	$0	$0
Mike Sinclair	Board Member	2	Director	$0	$0	$0
Leslie Streeter	Board Member	2	Director	$0	$0	$0
Seth Worley	Board Member	2	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	$1,962,772	$2,379,391	$5,854,614	$-416,619
2023	$2,299,167	$2,483,127	$6,233,037	$-183,960
2022	$2,253,589	$2,306,880	$6,384,238	$-53,291
2021	$3,677,949	$2,507,913	$7,115,808	$1,170,036
2020	$2,903,195	$2,983,616	$5,926,428	$-80,421
2019	$3,092,786	$3,124,306	$5,750,883	$-31,520
2018	$2,883,219	$3,142,603	$5,837,456	$-259,384

UNITED WAY OF BENTON & FRANKLIN COUNTIES