VALLEY UNITED WAY INC (EIN 060847098) - 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

1968

Legal Domicile

Principal Officer

JOY DEMARCHIS

Phone

2039269478

Tax Period

2024-07-01 to 2025-06-30

VALLEY UNITED WAY INC, founded in 1968, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $650K in total revenue in fiscal year 2024.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY THROUGH PHILANTHROPY, VOLUNTEERISM, AND COLLABORATION.

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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 $644,444

Program Service Revenue $0

Investment Income $8,410

Other Revenue $-3,351

TOTAL REVENUE $649,503

Expense Breakdown

Grants Paid $290,032

Salaries & Benefits $214,681

Fundraising Expenses $96,002

Program Expenses $538,179

Other Expenses $201,607

TOTAL EXPENSES $706,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$649,503	$646,672	+0.0%
Expenses	$706,320	$626,929	+0.1%
Net Income	$-56,817	$19,743	-3.9%

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

110

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

$92,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOY DEMARCHIS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DIANA DE LA ROSA	TREASURER	2.00	Officer Director	$0	$0	$0
DOMINICK THOMAS	SECRETARY	2.00	Officer Director	$0	$0	$0
PATRICK CHARMEL	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM PURCELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN MCFARLAND	DIRECTOR	2.00	Director	$0	$0	$0
JASMINE TORRES	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH DIBACCO	DIRECTOR	2.00	Director	$0	$0	$0
JILL JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
KAREN STOCKLA	IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
FREDERICK J ELMY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL PACOWTA	PRESIDENT AND CEO	40.00	Officer	$92,250	$0	$92,250

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
2025	$649,503	$706,320	$621,500	$-56,817
2024	$646,672	$626,929	$647,652	$19,743
2023	$717,952	$647,172	$662,480	$70,780
2022	$784,201	$661,020	$556,297	$123,181
2021	$737,098	$702,827	$551,381	$34,271
2020	$857,863	$898,007	$527,986	$-40,144
2019	$1,016,738	$1,159,389	$568,331	$-142,651
2018	$1,028,384	$1,155,480	$650,370	$-127,096

VALLEY UNITED WAY INC