THE UNITED WAY OF THE GREATER DAYTON AREA

EIN: 310536658 501(c)(3)

DAYTON, OH

Total Revenue
$3,020,879
Total Expenses
$3,502,735
Total Assets
$10,547,716
Net Assets
$8,918,721
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
OH
Principal Officer
THOMAS E KELLEY JR
Phone
9372253001
Tax Period
2024-07-01 to 2025-06-30

THE UNITED WAY OF THE GREATER DAYTON AREA, founded in 1942, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $3.5M exceeded revenue, resulting in a 16% operating deficit.

Mission

UNITED WAY OF THE GREATER DAYTON LEADS A UNITED COMMUNITY TO UPLIFT OUR NEIGHBORS. A VOLUNTEER-LED ORGANIZATION, UNITED WAY IS THE AREA'S LARGEST PRIVATE FUNDER OF HEALTH AND HUMAN SERVICES, PRIMARILY PROVIDED BY LOCAL AGENCIES IN MONTGOMERY, GREENE AND PREBLE COUNTIES. UNITED WAY FOCUSES ON UNDERLYING CAUSES TO GET TO THE HEART OF LOCAL PROBLEMS AND TO PREVENT THEM FROM HAPPENING IN THE FIRST PLACE - SUCH AS PREPARING YOUTH TO SUCCEED IN SCHOOL AND THE JOBS OF TOMORROW, OR PREVENTING HOME FORECLOSURE AND HOMELESSNESS. OUR LOCAL UNITED WAY ALSO CONNECTS PEOPLE IN NEED WITH SERVICES THROUGH HELPLINK 2-1-1 AND CONNECTS PEOPLE WITH VOLUNTEER OPPORTUNITIES THROUGH VOLUNTEER CONNECTION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,369,872
Program Service Revenue $504,490
Investment Income $34,086
Other Revenue $112,431
TOTAL REVENUE $3,020,879

Expense Breakdown

Grants Paid $1,108,051
Salaries & Benefits $1,619,072
Fundraising Expenses $998,540
Program Expenses $2,272,441
Other Expenses $775,612
TOTAL EXPENSES $3,502,735

Year-over-Year Comparison

2024 2023 Change
Revenue $3,020,879 $3,268,966 -0.1%
Expenses $3,502,735 $4,101,940 -0.1%
Net Income $-481,856 $-832,974 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
45
Volunteers
669

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
4
$170,425
Total Directors
17
$170,425
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THOMAS KELLEY PRESIDENT/CEO/BOARD SEC 40.00
Officer Director
$162,672 $7,753 $170,425
MARY GARMAN BOARD CHAIR 5.00
Officer Director
$0 $0 $0
JOSE RODRIGUEZ IMMEDIATE PAST CHAIR 5.00
Officer Director
$0 $0 $0
JANE MARSHALL DIRECTOR 2.00
Director
$0 $0 $0
BRIAN MARTIN VICE CHAIR 5.00
Director
$0 $0 $0
GERALDINE PEGUES DIRECTOR 5.00
Director
$0 $0 $0
PAUL DORSTEN DIRECTOR 5.00
Director
$0 $0 $0
MICHAEL GROSS DIRECTOR 5.00
Director
$0 $0 $0
BRENT LEWIS DIRECTOR 5.00
Director
$0 $0 $0
TOM RITCHIE DIRECTOR 5.00
Director
$0 $0 $0
MARK SMITH TREASURER 5.00
Officer Director
$0 $0 $0
KENYA TAYLOR DIRECTOR 5.00
Director
$0 $0 $0
DIANE WALSH DIRECTOR 5.00
Director
$0 $0 $0
KELLY WOLSKI DIRECTOR 5.00
Director
$0 $0 $0
DEIRDRA YOCUM DIRECTOR 5.00
Director
$0 $0 $0
ALI CARR-CHELLMAN DIRECTOR 5.00
Director
$0 $0 $0
AMBER WASHINGTON DIRECTOR 5.00
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
2025 $3,020,879 $3,502,735 $10,547,716 $-481,856
2024 $3,268,966 $4,101,940 $10,968,826 $-832,974
2023 $4,241,843 $4,348,404 $11,372,737 $-106,561
2022 $4,740,702 $4,378,840 $10,543,430 $361,862
2021 $4,531,487 $4,293,055 $12,520,791 $238,432
2020 $5,267,627 $5,031,638 $10,736,895 $235,989
2019 $5,734,406 $6,245,912 $11,090,916 $-511,506
2018 $5,970,440 $6,357,918 $11,417,821 $-387,478
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