UNITED WAY OF GREATER TOLEDO (EIN 344427947) - 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

1918

Legal Domicile

Principal Officer

WENDY PESTRUE

Phone

4192482424

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GREATER TOLEDO, founded in 1918, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.5M in total revenue in fiscal year 2024. Expenses of $6.6M left a modest 12% surplus.

Mission

UNITED WAY OF GREATER TOLEDO UNITES THE CARING POWER OF PEOPLE TO IMPROVE LIVES.

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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 $5,725,744

Program Service Revenue $0

Investment Income $1,804,007

Other Revenue $0

TOTAL REVENUE $7,529,751

Expense Breakdown

Grants Paid $2,700,544

Salaries & Benefits $1,964,015

Fundraising Expenses $894,280

Program Expenses $5,132,073

Other Expenses $1,962,210

TOTAL EXPENSES $6,626,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,529,751	$7,004,743	+0.1%
Expenses	$6,626,769	$7,877,731	-0.2%
Net Income	$902,982	$-872,988	-2.0%

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

546

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

$190,760

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHA BARNES	TRUSTEE	1.00	Director	$0	$0	$0
BETH DEAKINS	TRUSTEE	1.00	Director	$0	$0	$0
BOB CASALETTA	TRUSTEE	1.00	Director	$0	$0	$0
VINCE DIPOFI	TRUSTEE	1.00	Director	$0	$0	$0
STU GOLDBERG ESQ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY LOUISE BOWE	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
ERIC HEINTSCHEL	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW NEWBY	TRUSTEE	1.00	Director	$0	$0	$0
FRANK BLOOMQUIST	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BYRD	TRUSTEE	1.00	Director	$0	$0	$0
KELLY PARKER	TRUSTEE	1.00	Director	$0	$0	$0
TONY TOTTY	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM WOLFF	TRUSTEE	1.00	Director	$0	$0	$0
ERIC CROAK	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL GUDGEON	TRUSTEE	1.00	Director	$0	$0	$0
ANN HARTMANN	TRUSTEE	1.00	Director	$0	$0	$0
JAIME SALDANA	TRUSTEE	1.00	Director	$0	$0	$0
WENDY PESTRUE	CEO	40.00	Officer	$181,062	$9,698	$190,760
DEVON OVERTON	CHIEF DATA OFFICER	40.00	Highest	$104,589	$6,474	$111,063

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	$7,529,751	$6,626,769	$29,423,583	$902,982
2024	$7,004,743	$7,877,731	$28,191,004	$-872,988
2023	$7,868,066	$7,829,074	$27,425,610	$38,992
2022	$11,242,567	$9,964,374	$26,573,866	$1,278,193
2021	$12,203,394	$9,481,274	$31,295,856	$2,722,120
2020	$10,298,418	$10,577,395	$27,106,787	$-278,977
2019	$10,768,974	$10,617,825	$27,875,232	$151,149
2018	$11,335,916	$10,550,123	$28,674,484	$785,793

UNITED WAY OF GREATER TOLEDO