UNITED WAY OF GREATER CLEVELAND

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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

1960

Legal Domicile

Phone

2164362100

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GREATER CLEVELAND, founded in 1960, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.7M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $16.3M left a modest 8% surplus.

Mission

UNITED WAY OF GREATER CLEVELAND ("UWGC OR THE ORGANIZATION") IS A NOT-FOR-PROFIT CORPORATION LOCATED IN CLEVELAND, OHIO. UWGC SERVES AS AN ESSENTIAL COMMUNITY CONNECTOR, GENERATING AND COORDINATING RESOURCES ACROSS INDIVIDUAL DONORS, CORPORATIONS, SERVICE PROVIDERS AND GOVERNMENT AND CIVIC LEADERS TO IMPROVE LIVES AND CREATE COMMUNITY IMPACT AT SCALE.

Program Service Accomplishments

Program 1

Expenses: $3,354,496 Revenue: $998,318

INFORMATION & REFERRAL - UNITED WAY SERVES AS THE GATEWAY TO SOCIAL SERVICES IN THE COMMUNITY THROUGH THEIR 2-1-1 SERVICE. UNITED WAY 2-1-1 CONNECTS INDIVIDUALS AND FAMILIES TO SOCIAL SERVICES 24...

INFORMATION & REFERRAL - UNITED WAY SERVES AS THE GATEWAY TO SOCIAL SERVICES IN THE COMMUNITY THROUGH THEIR 2-1-1 SERVICE. UNITED WAY 2-1-1 CONNECTS INDIVIDUALS AND FAMILIES TO SOCIAL SERVICES 24 HOURS A DAY, EVERY DAY OF THE YEAR PROVIDING INFORMATION AND SERVICE NAVIGATION TO HELP PEOPLE FIND AND UNDERSTAND THEIR OPTIONS TO ACCESS COMMUNITY RESOURCES. 226,000 CLIENTS WERE CONNECTED WITH EXPERTS WHO HELP TO SECURE FOOD, HOUSING AND UTILITY ASSISTANCE, REDUCE PRESCRIPTION COSTS, SUPPORT VETERANS, AND MORE.

Program 2

Expenses: $2,650,175 Revenue: $624,168

ECONOMIC MOBILITY PROGRAMS AIM TO CLOSE WAGE GAPS AND BREAK THE CYCLE OF GENERATIONAL POVERTY BY INCREASING ACCESS TO EDUCATION FOR CHILDREN AND PAVING CAREER PATHWAYS FOR ADULTS. 3,000 WORKERS HAVE...

Program 3

Expenses: $2,479,916 Revenue: $0

AGENCY CAPACITY - UNITED WAY CONNECTS DONORS AND CAUSES AND IS DEDICATED TO PUTTING DONOR DOLLARS TO WORK MAKING THE GREATEST IMPACT FOR PEOPLE IN NEED. UNITED WAY PROVIDES AGENCY PARTNER RESOURCES FOR CAPACITY BUILDING. UNITED WAY ALSO FUNDS CATHOLIC CHARITIES, UNITED BLACK FUND, AND THE JEWISH COMMUNITY FEDERATION.

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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 $14,021,494

Program Service Revenue $2,734,171

Investment Income $811,672

Other Revenue $115,208

TOTAL REVENUE $17,682,545

Expense Breakdown

Grants Paid $2,479,916

Salaries & Benefits $8,557,616

Fundraising Expenses $4,492,120

Program Expenses $9,247,771

Other Expenses $5,176,655

TOTAL EXPENSES $16,315,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,682,545	$20,037,305	-0.1%
Expenses	$16,315,387	$20,241,348	-0.2%
Net Income	$1,367,158	$-204,043	-7.7%

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

131

Volunteers

3000

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

$659,680

Total Directors

$487,532

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW J PAINE III	TREASURER & CHAIR, FINANCE COMMITTEE	2.0	Officer Director	$0	$0	$0
CHRIS ADAMS	CHAIR, MARKETING & BRAND STRATEGY COMMITTEE	2.0	Officer Director	$0	$0	$0
ENID B ROSENBERG	CHAIR, GOVERNANCE & NOMINATING COMMITTEE	2.0	Officer Director	$0	$0	$0
IRA C KAPLAN	CO-CHAIR, STRATEGIC PLANNING	2.0	Officer Director	$0	$0	$0
J DAVID HELLER	CO-CHAIR, STRATEGIC PLANNING	2.0	Officer Director	$0	$0	$0
JAMES A RATNER	VICE CHAIR	2.0	Officer Director	$0	$0	$0
JEFFREY D ZIMON	CHAIR, HUMAN RESOURCES COMMITTEE	2.0	Officer Director	$0	$0	$0
JEROME GRISKO	VICE CHAIR, COMMUNITY INVESTMENT COMMITTEE	2.0	Officer Director	$0	$0	$0
KEVIN CLAYTON	CO-CHAIR, STRATEGIC PLANNING	2.0	Officer Director	$0	$0	$0
KIM MEISEL PESSES	CHAIR, COMMUNITY INVESTMENT COMMITTEE	2.0	Officer Director	$0	$0	$0
MONTE REPASKY	CHAIR, RESOURCE DEVELOPMENT COMMITTEE	2.0	Officer Director	$0	$0	$0
PAUL J DOLAN	IMMEDIATE PAST CHAIR	2.0	Officer Director	$0	$0	$0
SHARON SOBOL JORDAN	PRESIDENT & CEO	37.0	Officer Director	$402,933	$84,599	$487,532
SONALI B WILSON ESQ	ASST SECRETARY & CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE	2.0	Officer Director	$0	$0	$0
TARAS G SZMAGALA JR	VICE CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE	2.0	Officer Director	$0	$0	$0
VANESSA L WHITING ESQ	CHAIR	2.0	Officer Director	$0	$0	$0
VICTOR RUIZ	SECRETARY	2.0	Officer Director	$0	$0	$0
ALLISON TALLER REICH	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
ANDRE GREMILLET	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
ANDREA M HOGBEN	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
BEVERLY J SCHNEIDER	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
BRIAN J RICHARDSON	DIRECTOR	1.0	Director	$0	$0	$0
CALDER MELLINO	DIRECTOR (AS OF 9/24)	1.0	Director	$0	$0	$0
CECIL J LIPSCOMB	DIRECTOR	1.0	Director	$0	$0	$0
CIPRIANO BEREDO	DIRECTOR (AS OF 9/24)	1.0	Director	$0	$0	$0
COLLEEN COTTER	DIRECTOR	1.0	Director	$0	$0	$0
CRAIG ARNOLD	DIRECTOR	1.0	Director	$0	$0	$0
DANIEL P WALSH JR	DIRECTOR	1.0	Director	$0	$0	$0
DAVID C FULTON JR	DIRECTOR	1.0	Director	$0	$0	$0
DAVID MILLER	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
DEE BAGWELL HASLAM	DIRECTOR	1.0	Director	$0	$0	$0
EDWARD J BELL	DIRECTOR	1.0	Director	$0	$0	$0
ELIZABETH HIJAR	DIRECTOR	1.0	Director	$0	$0	$0
EMILY CAMPBELL	DIRECTOR (AS OF 9/24)	1.0	Director	$0	$0	$0
ERIK JANAS	DIRECTOR (AS OF 9/24)	1.0	Director	$0	$0	$0
ERIKA RUDIN-LURIA	DIRECTOR	1.0	Director	$0	$0	$0
FELTON THOMAS JR	DIRECTOR	1.0	Director	$0	$0	$0
FIONA CHAMBER	DIRECTOR (AS OF 12/24)	1.0	Director	$0	$0	$0
GEORGE A SAMPLE	DIRECTOR	1.0	Director	$0	$0	$0
HARRIET APPLEGATE	DIRECTOR	1.0	Director	$0	$0	$0
HOWARD W HANNA	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
INDIA BIRDSONG TERRY	DIRECTOR	1.0	Director	$0	$0	$0
JASMIN SANTANA	DIRECTOR	1.0	Director	$0	$0	$0
JEFFERY K PATTERSON	DIRECTOR	1.0	Director	$0	$0	$0
JENICE CONTRERAS	DIRECTOR	1.0	Director	$0	$0	$0
JESSICA MATIA	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
JOHN R CORLETT	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
JOY JOHNSON	DIRECTOR	1.0	Director	$0	$0	$0
JUSTIN BIBB	DIRECTOR	1.0	Director	$0	$0	$0
KEITH J LIBMAN	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN MARTIN	DIRECTOR	1.0	Director	$0	$0	$0
KIP BOLLIN	DIRECTOR	1.0	Director	$0	$0	$0
LEONARDO DICOSIMO	DIRECTOR (9/24-11/24)	1.0	Director	$0	$0	$0
LORNA WISHAM	DIRECTOR	1.0	Director	$0	$0	$0
MARK MEDER	DIRECTOR (AS OF 9/24)	1.0	Director	$0	$0	$0
MATT CAROLL	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
MAYNARD A BUCK	DIRECTOR	1.0	Director	$0	$0	$0
MELISSA MAKI	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL BASTON	DIRECTOR	1.0	Director	$0	$0	$0
MICHELLE L CONNELL	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
MIRANDA CREEL	DIRECTOR (AS OF 12/24)	1.0	Director	$0	$0	$0
NABIL CHEHADE	DIRECTOR	1.0	Director	$0	$0	$0
NICK KOMPARE	DIRECTOR (AS OF 9/24)	2.0	Director	$0	$0	$0
PATRICK GAREAU	DIRECTOR	1.0	Director	$0	$0	$0
PATRICK M PASTORE	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
PAUL L WELLENER IV	DIRECTOR	1.0	Director	$0	$0	$0
RONN RICHARD	DIRECTOR (THRU 9/24)	1.0	Director	$0	$0	$0
RYAN PUENTE	DIRECTOR	1.0	Director	$0	$0	$0
SHARI OBRENSKI	DIRECTOR	1.0	Director	$0	$0	$0
STEFFANY LARKINS	DIRECTOR	1.0	Director	$0	$0	$0
STEPHEN HOFFMAN	DIRECTOR	1.0	Director	$0	$0	$0
SUSAN D KRANTZ	DIRECTOR	1.0	Director	$0	$0	$0
TOMISLAV MIHALJEVIC	DIRECTOR	1.0	Director	$0	$0	$0
WARREN MORGAN	DIRECTOR	1.0	Director	$0	$0	$0
DEBORAH ENTY	CHIEF FINANCE, CFO (THRU 8/24)	37.0	Officer	$149,577	$22,571	$172,148
MICHAEL BEEDLES	CHIEF FINANCIAL OFFICER (AS OF 1/25)	38.0	Officer	$0	$0	$0
KENNETH SURRATT	CHIEF COMMUNITY INVESTMENT & RESOURCE DEVELOPMENT	38.0	Highest	$187,727	$30,132	$217,859
KRISTIN POPELMAYER	CHIEF BRAND MARKETING & COMMUNICATIONS	38.0	Highest	$143,777	$38,084	$181,861
MICHAEL BROWN	SENIOR DIRECTOR, HR	38.0	Highest	$130,878	$45,340	$176,218
RUTH DOBRANIC	SENIOR DIRECTOR, FINANCE	38.0	Highest	$134,901	$29,115	$164,016
TOI COMER	VP RESOURCE DEVELOPMENT	38.0	Highest	$147,907	$9,697	$157,604

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	$17,682,545	$16,315,387	$41,256,826	$1,367,158
2024	$20,037,305	$20,241,348	$44,752,374	$-204,043
2023	$22,666,277	$18,880,983	$48,066,117	$3,785,294
2022	$18,584,237	$18,261,123	$37,317,556	$323,114
2021	$24,680,854	$23,044,801	$38,985,633	$1,636,053
2020	$24,528,914	$23,747,731	$43,379,849	$781,183
2019	$35,417,615	$38,267,771	$33,334,039	$-2,850,156
2018	$38,366,127	$39,888,738	$36,900,613	$-1,522,611