UNITED WAY OF GREATER TOLEDO

EIN: 344427947 501(c)(3) Philanthropy & Grantmaking

TOLEDO, OH

Total Revenue
$7,529,751
Total Expenses
$6,626,769
Total Assets
$29,423,583
Net Assets
$25,810,319
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1918
Legal Domicile
OH
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.

Program Service Accomplishments

Program 1
Expenses: $2,790,011

UNITED WAY OF GREATER TOLEDO UNCOVERS ROOT-CAUSE ISSUES THAT KEEP COMMUNITY MEMBERS FROM REACHING KEY PROGRAMS THAT HELP THEM LIVE THE ROBUST LIFE THEY DESERVE. UNITED WAY HAS TRANSITIONED TO A...

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UNITED WAY OF GREATER TOLEDO UNCOVERS ROOT-CAUSE ISSUES THAT KEEP COMMUNITY MEMBERS FROM REACHING KEY PROGRAMS THAT HELP THEM LIVE THE ROBUST LIFE THEY DESERVE. UNITED WAY HAS TRANSITIONED TO A COLLABORATIVE IMPACT MODEL WITH FOUR FOCUSES: EDUCATION, FINANCIAL STABILITY, HEALTH, AND SHELTER / HOUSING STABILITY. THE PURPOSE OF THIS MODEL IS TO CREATE A SHARED-COMMUNITY-VISION, WHICH WILL LEVERAGE FUNDING, RESOURCES AND EXPERTISE FROM BUSINESS, PHILANTHROPIC AND ACADEMIC PARTNERS. THIS IS ACCOMPLISHED VIA STAFF, VOLUNTEERS AND PARTNERS WORKING TO DISCOVER COMMUNITY CONDITIONS THAT NEED IMPROVEMENT, ACCOMPANIED WITH THE DESIGNING AND BUILDING OF LONGTERM SOLUTIONS. FOR DETAILS, PLEASE VISIT US AT WWW.UNITEDWAYTOLEDO.ORG.

Program 2
Expenses: $1,016,034

DONOR DESIGNATIONS: THROUGH THE CAMPAIGN PLEDGING PROCESS, DONORS ARE GIVEN THE OPPORTUNITY TO DIRECT ALL OR PART OF THEIR CONTRIBUTION TO ANOTHER QUALIFIED AGENCY. AS PLEDGES ARE COLLECTED THESE...

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DONOR DESIGNATIONS: THROUGH THE CAMPAIGN PLEDGING PROCESS, DONORS ARE GIVEN THE OPPORTUNITY TO DIRECT ALL OR PART OF THEIR CONTRIBUTION TO ANOTHER QUALIFIED AGENCY. AS PLEDGES ARE COLLECTED THESE DESIGNATIONS ARE PAID QUARTERLY.

Program 3
Expenses: $854,655

UNITED WAY 2-1-1 IS A FREE, 24/7, 365-DAY HEALTH AND HUMAN SERVICES RESOURCE AVAILABLE TO ANYONE IN LUCAS, OTTAWA AND WOOD COUNTY. TO SPEAK WITH A LIVE COMMUNITY RESOURCE ADVISOR, SIMPLY DIAL TWO...

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UNITED WAY 2-1-1 IS A FREE, 24/7, 365-DAY HEALTH AND HUMAN SERVICES RESOURCE AVAILABLE TO ANYONE IN LUCAS, OTTAWA AND WOOD COUNTY. TO SPEAK WITH A LIVE COMMUNITY RESOURCE ADVISOR, SIMPLY DIAL TWO, ONE, ONE; TEXT YOUR ZIP CODE TO 898-211; INSTANT MESSAGE US ONLINE BY VISITING WWW.211NWO.ORG AND CLICK "CHAT."

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
40
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
4
$190,760
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
1
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
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