UNITED WAY WORLDWIDE (EIN 131635294) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1932

Legal Domicile

Principal Officer

ANGELA WILLIAMS

Phone

7038367100

Tax Period

2024-01-01 to 2024-12-31

United Way Worldwide, founded in 1932, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $218.7M in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

TO IMPROVE LIVES BY MOBILIZING CARING POWER OF COMMUNITIES AROUND THE WORLD TO ADVANCE COMMON GOOD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,046,025

Program Service Revenue $29,724,255

Investment Income $983,417

Other Revenue $643,920

TOTAL REVENUE $72,397,617

Expense Breakdown

Grants Paid $22,424,325

Salaries & Benefits $30,793,645

Fundraising Expenses $6,716,062

Program Expenses $57,831,422

Other Expenses $21,798,697

TOTAL EXPENSES $75,016,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,397,617	$51,568,253	+0.4%
Expenses	$75,016,667	$65,723,143	+0.1%
Net Income	$-2,619,050	$-14,154,890	-0.8%

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

245

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

$1,794,778

Total Directors

Key Employees

$2,397,761

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC BITZER	CHAIR OF THE BOARD (TO 6/24)	2.00	Officer Director	$0	$0	$0
YURI FULMER	VICE CHAIR (TO 6/24)/CHAIR(BEG 7/24)	2.00	Officer Director	$0	$0	$0
MIKE HAYDE	TREAS/CHAIR OF FINANCE COMMITTEE	2.00	Officer Director	$0	$0	$0
MARK HOWARD	SECRETARY/CHAIR OF AUDIT COMMITTEE	2.00	Officer Director	$0	$0	$0
JOHNNY TAYLOR JR	CHAIR OF EXEC COMP CMTE	2.00	Director	$0	$0	$0
BILL O'DOWD	CHAIR DEV & MKTG CMTE	2.00	Director	$0	$0	$0
ROSIE ALLEN-HERRING	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
JULIANA AZEVEDO	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
ELAINE CHAO	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE DE LA ISLA	AT-LARGE BOARD MEMBER (BEG 7/24)	1.00	Director	$0	$0	$0
DARIENNE DRIVER HUDSON	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
HELENE GLOTZER	AT-LARGE BOARD MEMBER (BEG 7/24)	1.00	Director	$0	$0	$0
CHRISTINA GUTIERREZ DE PINERES	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN HULSEMAN-ABRAMS	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
SUNEETH KATARKI	AT-LARGE BOARD MEMBER (TO 7/24)	1.00	Director	$0	$0	$0
ORVIN KIMBROUGH	AT-LARGE BOARD MEMBER (TO 6/24)	1.00	Director	$0	$0	$0
TOM MCINERNEY	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
SWATI MYLAVARAPU	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE ORTIZ	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE PARMELEE	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA POTTER	AT-LARGE BOARD MEMBER (BEG 7/24)	1.00	Director	$0	$0	$0
DAVID PRESCHLACK	AT-LARGE BOARD MEMBER (TO 6/24)	1.00	Director	$0	$0	$0
DAVID SHAFFER	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
TERI SMITH	AT-LARGE BOARD MEMBER (BEG 7/24)	1.00	Director	$0	$0	$0
LIZ SHULER	AT-LARGE BOARD MEMBER (TO 6/24)	1.00	Director	$0	$0	$0
DEANNA STRABLE	AT-LARGE BOARD MEMBER (TO 6/24)	1.00	Director	$0	$0	$0
GEETHA THARMARATNAM	AT-LARGE BOARD MEMBER (BEG 7/24)	1.00	Director	$0	$0	$0
FRANCESCO VANNI D'ARCHRAFI	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
LANHEE YOUNG	AT-LARGE BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA WILLIAMS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$779,178	$150,239	$929,417
BRUCE FRIEDMAN	EVP, CHIEF FINANCIAL OFFICER	40.00	Officer	$368,662	$68,075	$436,737
ODESSA JACKSON PETERSON	EVP, GENERAL COUNSEL, CC & EO	40.00	Officer	$411,379	$17,245	$428,624
NICOLE COOPER	EVP, CHIEF STR & INNOV OFFICER	40.00	Key Emp	$414,760	$4,971	$419,731
BYRON GARRETT	EVP, CHIEF REVENUE OFFICER	40.00	Key Emp	$389,508	$11,572	$401,080
JOHN FARDEN	EVP, GLOBAL NTWK ADV & OPERATIONS	40.00	Key Emp	$385,992	$2,075	$388,067
OMOIYE KINNEY	EVP, MARKETING & COMMUNICATION	40.00	Key Emp	$341,233	$29,962	$371,195
LAWANA JONES	SVP, CHIEF TECHNOLOGY OFFICER	40.00	Key Emp	$291,699	$30,185	$321,884
ALICE ARCHCABAL	EVP, DEVELOPMENT (TO 6/24)	40.00	Key Emp	$248,110	$8,776	$256,886
SONYA ANDERSON	EVP, INTERNATIONAL NETWORK(BEG 5/24)	40.00	Key Emp	$225,529	$13,389	$238,918
LADAWN NAEGLE	EVP, CHIEF OF STAFF	40.00	Highest	$335,346	$45,764	$381,110
THOMAS LOWERY	SVP, NETWORK RESILIENCE	40.00	Highest	$286,007	$52,042	$338,049
RACHEL SMALL	SVP, GOVERNMENT PARTNERSHIPS	40.00	Highest	$286,177	$28,146	$314,323
ERIN BUDDE	SVP, STRATEGIC INSIGHTS	40.00	Highest	$259,423	$45,160	$304,583
CHAD ROYAL-PASCOE	SVP, GLOBAL RESOURCE DEVELOPMENT	40.00	Highest	$237,674	$38,084	$275,758
JACQUELINE GORDON	FORMER EVP, PEOPLE & CULTURE	40.00		$232,370	$0	$232,370

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	$72,397,617	$75,016,667	$67,977,328	$-2,619,050
2023	$51,568,253	$65,723,143	$70,828,290	$-14,154,890
2022	$98,499,995	$84,068,757	$85,821,906	$14,431,238
2021	$113,428,823	$109,244,894	$83,810,591	$4,183,929
2020	$255,214,771	$251,279,138	$81,962,158	$3,935,633
2019	$248,844,070	$256,722,863	$77,794,373	$-7,878,793
2018	$218,704,476	$231,423,028	$81,279,500	$-12,718,552

UNITED WAY WORLDWIDE