UNITED WAY OF PORTAGE COUNTY INC

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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

1967

Legal Domicile

Phone

3302971424

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF PORTAGE COUNTY INC, founded in 1967, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $821K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $1.0M exceeded revenue, resulting in a 27% operating deficit.

Mission

"UNITE PEOPLE WITH RESOURCES TO IMPROVE QUALITY OF LIFE OF FAMILIES AND INDIVIDUALS IN PORTAGE COUNTY"

Program Service Accomplishments

Program 1

Expenses: $359,346 Revenue: $0

COMMUNITY IMPACT - CRITICAL NEEDS INCOME. IN FISCAL YEAR 2024 UNITED WAY OF PORTAGE COUNTY OHIO ALLOCATED $96,000 TO SUPPORT CRITICAL NEEDS INCOME IN PORTAGE COUNTY. THERE WERE 13 PROGRAMS SELECTED TO PROVIDE THESE SERVICES. THE 13 PROGRAMS ALL SERVE CHILDREN AND FAMILIES AND INCLUDE: EMERGENCY HOUSING AND FINANCIAL ASSISTANCE MEAL AND HOME HELP SERVICES FOR THE ELDERLY CLOTHING ASSISTANCE CREDIT COUNSELING EARLY CHILDHOOD LEARING ASSISTANCE AND EMPLOYMENT ASSISTANCE.

Program 2

Expenses: $288,225 Revenue: $0

COMMUNITY IMPACT - PUBLIC HEALTH. IN FISCAL YEAR 2024 UNITED WAY OF PORTAGE COUNTY OHIO ALLOCATED $77,000 TO SUPPORT PUBLIC HEALTH IN PORTAGE COUNTY. THERE WERE 17 PROGRAMS SELECTED TO PROVIDE THESE SERVICES. THE 17 PROGRAMS ALL SERVE FAMILIES SENIOR CITIZENS CHILDREN AND VETERANS. THESE PROGRAMS INCLUDE: MEDICATION AND PSYCHIATRY ASSISTANCE ADDICTION TREATMENT ADULT DAY SERVICES CHILD SEXUAL ABUSE INTERVENTION COUNSELING SERVICES CLINIC SERVICES AND MEAL DELIVERY TO ELDERLY COMMUNITY CENTERS.

Program 3

Expenses: $213,361 Revenue: $0

COMMUNITY IMPACT - YOUTH EDUCATION. IN FISCAL YEAR 2024 UNITED WAY OF PORTAGE COUNTY OHIO ALLOCATED $57,000 TO SUPPORT YOUTH EDUCATION IN PORTAGE COUNTY. THERE WERE 4 PROGRAMS SELECTED TO PROVIDE...

COMMUNITY IMPACT - YOUTH EDUCATION. IN FISCAL YEAR 2024 UNITED WAY OF PORTAGE COUNTY OHIO ALLOCATED $57,000 TO SUPPORT YOUTH EDUCATION IN PORTAGE COUNTY. THERE WERE 4 PROGRAMS SELECTED TO PROVIDE THESE SERVICES. THE 4 PROGRAMS ALL SERVE CHILDREN AND FAMILIES AND INCLUDE: AFTER SCHOOL TUTORING BIG BROTHERS AND BIG SISTERS JUNIOR ACHIEVEMENT PROGRAMS YOUTH PROGRAMS AN EARLY LEARNING CENTER AND VOCATIONAL SERVICES FOR THE DISABLED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $782,219

Program Service Revenue $0

Investment Income $28,813

Other Revenue $9,509

TOTAL REVENUE $820,541

Expense Breakdown

Grants Paid $640,064

Salaries & Benefits $254,251

Fundraising Expenses $119,887

Program Expenses $860,932

Other Expenses $148,528

TOTAL EXPENSES $1,042,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$820,541	$597,602	+0.4%
Expenses	$1,042,843	$765,583	+0.4%
Net Income	$-222,302	$-167,981	+0.3%

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

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

Total Directors

Key Employees

$102,952

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN HOUGH	BOARD CHAIR - EXECUTIVE GOVERNANCE	1.00	Officer Director	$0	$0	$0
PAM ENGLAND	VICE CHAIR - CAMPAIGN COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
JEFF FOWLER	TREASURER SECRETARY	1.00	Officer Director	$0	$0	$0
CRAIG HOLCOMB	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
LUANN LINSON COLDWELL	COMMUNITY IMPACT CHAIR	1.00	Director	$0	$0	$0
GEORGE DEBORD	TRUSTEE	1.00	Director	$0	$0	$0
LORI GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
GERALDINE HAYES-NELSON	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY HORTON	TRUSTEE	1.00	Director	$0	$0	$0
RODERICK L INGRAM SR	TRUSTEE	1.00	Director	$0	$0	$0
LISA KINTER	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA KOHER	TRUSTEE	1.00	Director	$0	$0	$0
DANA LAWLESS-ANDRIC	TRUSTEE	1.00	Director	$0	$0	$0
ANDY MALITZ	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANN SCHAEFER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM E CHILDERS	PRESIDENT CEO	35.00	Key Emp	$80,342	$22,610	$102,952

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	No data	No data	No data	No data
2024	$820,541	$1,042,843	$1,122,780	$-222,302
2023	$597,602	$765,583	$1,062,211	$-167,981
2022	$762,788	$711,248	$1,014,868	$51,540
2021	$767,296	$802,861	$1,199,955	$-35,565