GREATER OTTAWA COUNTY UNITED WAY

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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

2000

Legal Domicile

Principal Officer

DEBORAH ERICKSON

Phone

6163967811

Tax Period

2023-04-01 to 2024-03-31

GREATER OTTAWA COUNTY UNITED WAY, founded in 2000, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITY TO ADVANCE THE COMMON GOOD. GREATER OTTAWA COUNTY UNITED WAY SUPPORTS, DEVELOPS, AND IMPLEMENTS A RANGE OF IMPACT SOLUTIONS THAT IMPROVE LIVES AND CREATES STRONGER COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $2,009,742 Revenue: $1,343,123

ALLOCATED FUNDS TO 36 NONPROFIT AGENCIES FUNDING 44 DIFFERENT PROGRAMS WHICH SERVED OVER 100,00 CLIENTS WITHIN OTTAWA AND ALLEGAN COUNTIES. IN ADDITION, THE ORGANIZATION LEVERAGED AN ADDITIONAL...

ALLOCATED FUNDS TO 36 NONPROFIT AGENCIES FUNDING 44 DIFFERENT PROGRAMS WHICH SERVED OVER 100,00 CLIENTS WITHIN OTTAWA AND ALLEGAN COUNTIES. IN ADDITION, THE ORGANIZATION LEVERAGED AN ADDITIONAL $65,903 IN FUNDING WITHIN THE COUNTIES. GREATER OTTAWA COUNTY UNITED WAY IS A LOCAL PARTNER THAT DRIVES MEASURABLE, LASTING IMPACT THROUGH PROGRAMS INITIATIVES AND COLLABORATIVES.

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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 $1,136,900

Program Service Revenue $1,342,999

Investment Income $38,941

Other Revenue $12,224

TOTAL REVENUE $2,531,064

Expense Breakdown

Grants Paid $265,099

Salaries & Benefits $1,636,492

Fundraising Expenses $226,635

Program Expenses $2,009,742

Other Expenses $1,087,283

TOTAL EXPENSES $2,988,874

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,531,064	$3,232,519	-0.2%
Expenses	$2,988,874	$3,895,082	-0.2%
Net Income	$-457,810	$-662,563	-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

254

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

$135,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MACPHERSON	AT-LARGE	1.00	Officer Director	$0	$0	$0
DEBORAH ERICKSON	CHAIR	1.00	Officer Director	$0	$0	$0
PAM UTKE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA LAMPER	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL LIETO	TREASURER	1.00	Officer Director	$0	$0	$0
JEN GARCIA	TRUSTEE	1.00	Director	$0	$0	$0
KEITH VANBEEK	TRUSTEE	1.00	Director	$0	$0	$0
TIM PERRIGO	TRUSTEE	1.00	Director	$0	$0	$0
LYNDSIE POST	TRUSTEE	1.00	Director	$0	$0	$0
KYLE MAYER	TRUSTEE	1.00	Director	$0	$0	$0
JEANENE KALLIO	TRUSTEE	1.00	Director	$0	$0	$0
BOB RANDER	TRUSTEE	1.00	Director	$0	$0	$0
KELLY KEAN	CFO	40.00	Officer	$74,965	$14,876	$89,841
BRIAN GAGGIN	CEO (2/23)	40.00	Officer	$39,649	$5,512	$45,161

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
2024	$328,932	$322,464	No data	$6,468
2024	$2,531,064	$2,988,874	$2,228,665	$-457,810
2023	$3,232,519	$3,895,082	$2,698,155	$-662,563
2022	$4,025,945	$3,793,904	$3,210,403	$232,041
2021	$3,420,454	$3,652,549	$3,280,307	$-232,095
2020	$2,732,560	$3,611,509	$2,037,195	$-878,949
2019	$2,392,343	$2,948,801	$2,793,671	$-556,458