UNITED WAY OF BENTON & LINCOLN COUNTIES (EIN 936013898) - 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

2005

Legal Domicile

Principal Officer

BLAKE PANG

Phone

5417577717

Tax Period

2019-07-01 to 2020-06-30

UNITED WAY OF BENTON & LINCOLN COUNTIES, founded in 2005, is a small nonprofit that reported $441K in total revenue in fiscal year 2019. Revenue decreased 13% compared to the prior year. Expenses of $579K exceeded revenue, resulting in a 31% operating deficit.

Mission

UNITED WAY'S MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. UNITED WAY IS A FUNDER, A MOBILIZER, A CONVENER AND A FUNDRAISER. UNITED WAY IS A COMMUNITY BUILDER, CONNECTING PEOPLE THROUGH PHILANTHROPY, VOLUNTEERISM AND ADVOCACY TO THE LARGER COMMUNITY FOR POSITIVE CHANGE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $424,385

Program Service Revenue $8,290

Investment Income $0

Other Revenue $8,037

TOTAL REVENUE $440,712

Expense Breakdown

Grants Paid $337,231

Salaries & Benefits $171,663

Fundraising Expenses $82,988

Program Expenses $463,393

Other Expenses $69,714

TOTAL EXPENSES $578,608

Year-over-Year Comparison

	2019	2018	Change
Revenue	$440,712	$504,976	-0.1%
Expenses	$578,608	$468,962	+0.2%
Net Income	$-137,896	$36,014	-4.8%

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

N/A

Volunteers

500

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

Total Directors

$74,159

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA AMEDO	CI CHAIR	1.00	Officer Director	$0	$0	$0
AMANDA LARSON	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
RUSSELL BALDWIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL HELFRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIEL PARRA	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAKE PANG	CEO	40.00	Director	$74,159	$0	$74,159

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
2020	$440,712	$578,608	$133,791	$-137,896
2020	$370,422	$508,318	No data	$-137,896
2019	$504,976	$468,962	$261,344	$36,014
2018	$575,843	$537,494	$324,833	$38,349

UNITED WAY OF BENTON & LINCOLN COUNTIES