Ohio United Way (EIN 314379529) - 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

1913

Legal Domicile

Tax Period

2019-01-01 to 2019-12-31

Ohio United Way, founded in 1913, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $32K in total revenue in fiscal year 2019. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 200% operating deficit.

Mission

To strengthen the capacity of United Ways across Ohio and to advance the common good for Ohioans.

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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 $24,058

Program Service Revenue $125

Investment Income $5,112

Other Revenue $2,979

TOTAL REVENUE $32,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,392

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $82,358

TOTAL EXPENSES $96,750

Year-over-Year Comparison

	2019	2018	Change
Revenue	$32,274	$405,599	-0.9%
Expenses	$96,750	$378,886	-0.7%
Net Income	$-64,476	$26,713	-3.4%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maria Heege	Director	1.00	Director	$0	$0	$0
Christine Merritt	Director	1.00	Director	$0	$0	$0
Deb Dingus	Director	1.00	Director	$0	$0	$0
Ginny Pasha	VP & Treasurer	1.00	Officer Director	$0	$0	$0
Lisa Bateson	Director	1.00	Director	$0	$0	$0
Lisa Courtice	President & Secretary	1.00	Officer 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
2019	$32,274	$96,750	$218,701	$-64,476
2018	$405,599	$378,886	$289,335	$26,713

Ohio United Way