United Way of Mason County (EIN 916068924) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Ted Jackson

Phone

3604264999

Tax Period

2021-07-01 to 2022-06-30

United Way of Mason County, founded in 1978, is a small nonprofit that reported $256K in total revenue in fiscal year 2021. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $126K, a strong 49% operating margin.

Mission

To mobilize the power of our local community to help our neighbors in need and advance the common good.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $255,254

Program Service Revenue $0

Investment Income $42

Other Revenue $1,022

TOTAL REVENUE $256,318

Expense Breakdown

Grants Paid $10,460

Salaries & Benefits $83,869

Fundraising Expenses $5,680

Program Expenses $51,570

Other Expenses $36,391

TOTAL EXPENSES $130,720

Year-over-Year Comparison

	2021	2020	Change
Revenue	$256,318	$136,900	+0.9%
Expenses	$130,720	$124,304	+0.1%
Net Income	$125,598	$12,596	+9.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$43,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Teuteberg	President	5.00	Officer Director	$0	$0	$0
Natalie Marshall	Secretary	5.00	Officer Director	$0	$0	$0
Amber Trail	Vice President	5.00	Officer Director	$0	$0	$0
Dana Rosenbach	Board Member	2.00	Director	$0	$0	$0
Dani Cook	Board Member	2.00	Director	$0	$0	$0
Lisa Woodard	Board Member	2.00	Director	$0	$0	$0
Dawn Myers	Treasurer	5.00	Officer Director	$0	$0	$0
Ted Trask	Board Member	2.00	Director	$0	$0	$0
Karen Pursey	Board Member	2.00	Director	$0	$0	$0
Theodore Jackson	Executive Director	40.00	Officer	$43,125	$0	$43,125

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
2022	$256,318	$130,720	$218,959	$125,598
2021	$136,900	$124,304	$91,626	$12,596
2020	$154,692	$155,403	$98,462	$-711
2019	$171,686	$200,426	$126,730	$-28,740
2018	$202,794	$193,872	$158,962	$8,922

United Way of Mason County