UNITED WAY OF CENTRAL OHIO INC (EIN 314393712) - 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

1951

Legal Domicile

Principal Officer

JULIANA HARDYMON

Phone

6142272700

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF CENTRAL OHIO INC, founded in 1951, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $24.3M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $23.4M left a modest 4% surplus.

Mission

UWCO PROVIDES RESOURCES TO HELP PEOPLE MEET CRITICAL BASIC NEEDS AND ACHIEVE STUDENT SUCCESS.

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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 $22,777,980

Program Service Revenue $0

Investment Income $1,021,901

Other Revenue $496,554

TOTAL REVENUE $24,296,435

Expense Breakdown

Grants Paid $12,005,881

Salaries & Benefits $5,192,455

Fundraising Expenses $1,835,955

Program Expenses $19,792,689

Other Expenses $6,239,749

TOTAL EXPENSES $23,438,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,296,435	$26,157,145	-0.1%
Expenses	$23,438,085	$23,619,732	0.0%
Net Income	$858,350	$2,537,413	-0.7%

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

100

Volunteers

442

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

$1,200,174

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DERRICK ANTWI	TRUSTEE	1.00	Director	$0	$0	$0
TAL BENDOR	BOARD FELLOW	1.00	Director	$0	$0	$0
BARBARA BENHAM	PAST CHAIR AND SECRETARY	4.00	Officer Director	$0	$0	$0
MARK BIDSTRUP	TRUSTEE	1.00	Director	$0	$0	$0
MELODY BIRMINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
JEFF CARPER	TRUSTEE	1.00	Director	$0	$0	$0
DUANE CASARES	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL CAVINESS	TREASURER	1.00	Officer Director	$0	$0	$0
HOPE COTTER	TRUSTEE	1.00	Director	$0	$0	$0
DAN CRANE	CHAIR	4.00	Officer Director	$0	$0	$0
MORGAN GLASSER	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY GUTIERREZ	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LEE	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
STEVE MASON	TRUSTEE	1.00	Director	$0	$0	$0
KENNY MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
BILL MCGEE	TRUSTEE	1.00	Director	$0	$0	$0
AZURE'D METOYER	TRUSTEE	1.00	Director	$0	$0	$0
ROCKY PARKER	TRUSTEE	1.00	Director	$0	$0	$0
KATHRYN RAINIERI	TRUSTEE	1.00	Director	$0	$0	$0
MARTYN REDGRAVE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT TANNOUS	TRUSTEE	2.00	Director	$0	$0	$0
SHAREE WELLS	TRUSTEE	1.00	Director	$0	$0	$0
SELESHI ASFAW	TRUSTEE	1.00	Director	$0	$0	$0
DAWN BARKLEY	TRUSTEE	1.00	Director	$0	$0	$0
DORIAN BASS	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN CONEGLIO	TRUSTEE	1.00	Director	$0	$0	$0
DOREEN DELANEY CRAWLEY	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA MARINO	TRUSTEE	1.00	Director	$0	$0	$0
MATT ZARNOSKY	TRUSTEE	1.00	Director	$0	$0	$0
LISA COURTICE	PRESIDENT & CEO	61.00	Officer	$373,934	$78,726	$452,660
MICHAEL WILKOS	VP OF COMMUNITY ENGAGEMENT	42.00	Officer	$153,439	$43,780	$197,219
JULIANA HARDYMON	VP OF FINANCE AND CFO	45.00	Officer	$155,276	$46,905	$202,181
KOURTNI HATTON	VP CHIEF PEOPLE & EQUITY OFFICER	40.00	Officer	$138,165	$17,491	$155,656
MARY BIRCHARD	VP OF RESOURCE DEVELOPMENT	39.00	Officer	$158,623	$33,835	$192,458
MELANIE GRESSON	VP IT AND CIC	42.00	Highest	$128,152	$5,728	$133,880
CHERYL WYATT	VP SUCCESS BY THIRD GRADE	40.00	Highest	$149,825	$25,792	$175,617
DAVID REIERSON	VP PUBLIC PARTNERSHIPS	40.00	Highest	$137,008	$21,615	$158,623
DA'NITA ABNEY	SENIOR HUMAN RESOURCES DIRECTOR	40.00	Highest	$112,493	$56,245	$168,738

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	$24,296,435	$23,438,085	$39,458,269	$858,350
2024	$26,157,145	$23,619,732	$36,163,636	$2,537,413
2023	$22,819,783	$23,576,024	$33,590,820	$-756,241
2022	$24,823,088	$24,633,049	$32,518,596	$190,039
2021	$27,229,926	$25,664,058	$30,629,493	$1,565,868
2020	$28,736,302	$31,702,782	$30,301,663	$-2,966,480
2019	$32,136,367	$35,060,666	$34,253,869	$-2,924,299

UNITED WAY OF CENTRAL OHIO INC