UNITED WAY OF SOUTHEAST ALASKA (EIN 920103202) - 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

1979

Legal Domicile

Principal Officer

LOREN JONES

Phone

9074635530

Tax Period

2022-09-01 to 2023-08-31

UNITED WAY OF SOUTHEAST ALASKA, founded in 1979, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $509K in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. Expenses of $624K exceeded revenue, resulting in a 23% operating deficit.

Mission

UNITED WAY COLLABORATES WITH COMMUNITIES AND AGENCIES ACROSS SOUTHEAST ALASKA TO STRENGTHEN AND IMPROVE THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF ALL INDIVIDUALS.

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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 $460,569

Program Service Revenue $48,091

Investment Income $0

Other Revenue $243

TOTAL REVENUE $508,903

Expense Breakdown

Grants Paid $93,920

Salaries & Benefits $208,074

Fundraising Expenses $67,888

Program Expenses $419,050

Other Expenses $322,422

TOTAL EXPENSES $624,416

Year-over-Year Comparison

	2022	2021	Change
Revenue	$508,903	$620,403	-0.2%
Expenses	$624,416	$694,196	-0.1%
Net Income	$-115,513	$-73,793	+0.6%

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

$81,932

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE STEVENS	PRESIDENT/CE	40.00	Officer	$81,932	$0	$81,932
LOREN JONES	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
EMIL MACKEY	PAST CHAIR	2.00	Officer Director	$0	$0	$0
WARREN RUSSEL	CHAIR EMERIT	1.00	Officer Director	$0	$0	$0
MILLIE RYAN	SECRETARY	1.00	Officer Director	$0	$0	$0
PEGGY COWAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDY KLINE	DIRECTOR	1.00	Director	$0	$0	$0
ROCHELLE LINDLEY	DIRECTOR	1.00	Director	$0	$0	$0
TOM SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
SHAUNA THORNTON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN WALKER-TOLLES	DIRECTOR	1.00	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
2023	$508,903	$624,416	$118,405	$-115,513
2022	$620,403	$694,196	$213,820	$-73,793
2021	$1,815,588	$1,690,921	$372,813	$124,667
2020	$675,838	$660,219	$1,046,590	$15,619
2019	$655,336	$649,990	$167,794	$5,346
2018	$546,226	$576,848	$163,656	$-30,622

UNITED WAY OF SOUTHEAST ALASKA