UNITED WAY OF METROPOLITAN CHICAGO INC (EIN 300200478) - 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

2004

Legal Domicile

Principal Officer

RONALD DENARD

Phone

3129062350

Tax Period

2024-07-01 to 2025-06-30

United Way of Metropolitan Chicago Inc, founded in 2004, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $49.3M in total revenue in fiscal year 2017.

Mission

UNITED WAY OF METRO CHICAGO BRINGS TOGETHER AND ACTIVATES PEOPLE, RESOURCES, AND EXPERTISE TO IMPROVE OUTCOMES FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES.

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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 $45,069,699

Program Service Revenue $189,060

Investment Income $1,676,981

Other Revenue $140,207

TOTAL REVENUE $47,075,947

Expense Breakdown

Grants Paid $28,397,762

Salaries & Benefits $12,710,531

Fundraising Expenses $3,137,548

Program Expenses $40,995,808

Other Expenses $7,746,335

TOTAL EXPENSES $48,854,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,075,947	$48,290,575	0.0%
Expenses	$48,854,628	$51,773,288	-0.1%
Net Income	$-1,778,681	$-3,482,713	-0.5%

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

169

Volunteers

6388

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

$1,483,604

Total Directors

$542,319

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN GARRETT	PRESIDENT & CEO	37.50	Officer Director	$408,461	$26,945	$435,406
ELIZABETH LACH - CHIEF	DEVELOPMENT OFFICER (AS OF 09/2024)	37.50	Officer Director	$96,700	$10,213	$106,913
LINDA T COBERLY	BOARD CHAIR	4.00	Director	$0	$0	$0
MANUEL FLORES	BOARD TREASURER	2.00	Director	$0	$0	$0
DAVID BLOWERS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN COLE	BOARD MEMBER	1.00	Director	$0	$0	$0
WENDELL DALLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY DEVRON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULETTE DODSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DEREK DOUGLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
KENNETH ESCOE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIDGET GAINER	BOARD MEMBER	1.00	Director	$0	$0	$0
DARREL HACKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
HANNAH HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVIS HUNTER	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA L IMONTI	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA N JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DARREN JONES	BOARD MEMBER (THRU 06/2025)	1.00	Director	$0	$0	$0
KUNAL KAPOOR CFS	BOARD MEMBER (AS OF 06/2025)	1.00	Director	$0	$0	$0
CARINA MARKEL	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWARD MCGROGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY MEHRBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
EILEEN MITCHELL	BOARD MEMBER	1.00	Director	$0	$0	$0
NEIL MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALICIA PONCE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK PRINDIVILLE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT REITER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SKERJAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT A SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT SWANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA MORSCH SZNEWAJS	BOARD MEMBER	1.00	Director	$0	$0	$0
WOLFE TONE	BOARD MEMBER	1.00	Director	$0	$0	$0
RONALD DENARD	CHIEF FINANCIAL OFFICER	37.50	Officer	$287,910	$12,825	$300,735
KIMBERLEE GUENTHER	CHIEF IMPACT OFFICER	37.50	Officer	$217,504	$18,632	$236,136
KEVIN GRAAN	ASSOCIATE VICE PRESIDENT, FINANCE	37.50	Officer	$148,464	$18,702	$167,166
DEBORAH THORNTON	EA/SECRETARY (THRU 09/24)	37.50	Officer	$104,226	$26,798	$131,024
LISSETTE HUERTAS	EA/SECRETARY (AS OF 10/24)	37.50	Officer	$75,738	$30,486	$106,224
JACQUELYN GRIMES	VP, MARKETING	37.50	Highest	$183,133	$46,853	$229,986
TAMIYA AUREL	CHIEF PEOPLE & CULTURE OFFICER	37.50	Highest	$191,623	$23,573	$215,196
ESTHER FRANCO-PAYNE	EXEC DIRECTOR, PSPC	37.50	Highest	$185,159	$29,692	$214,851
CHRISTOPHER PRESTON	CHIEF DEVELOPMENT OFFICER	37.50	Highest	$179,588	$18,910	$198,498
RICHARD LAPLATT	EXEC DIRECTOR, 211	37.50	Highest	$158,877	$16,275	$175,152

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	$47,075,947	$48,854,628	$48,777,265	$-1,778,681
2024	$48,290,575	$51,773,288	$49,451,698	$-3,482,713
2023	$46,989,568	$52,996,684	$52,932,266	$-6,007,116
2022	$46,184,540	$55,835,793	$58,068,035	$-9,651,253
2021	$81,718,792	$61,576,970	$71,078,214	$20,141,822
2020	$94,270,464	$67,936,487	$48,823,180	$26,333,977
2019	$46,439,254	$48,579,487	$25,528,571	$-2,140,233
2018	$49,330,399	$51,147,599	$27,734,364	$-1,817,200

UNITED WAY OF METROPOLITAN CHICAGO INC