United Way of Greater Kansas City Inc (EIN 440545812) - 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

Phone

9133716742

Tax Period

2024-07-01 to 2025-06-30

United Way of Greater Kansas City Inc, founded in 1918, is a mid-sized nonprofit that reported $26.6M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAY OF GREATER KANSAS CITY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF GREATER KANSAS CITY.

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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 $25,664,678

Program Service Revenue $74,820

Investment Income $940,207

Other Revenue $-46,432

TOTAL REVENUE $26,633,273

Expense Breakdown

Grants Paid $15,530,013

Salaries & Benefits $7,140,396

Fundraising Expenses $3,910,116

Program Expenses $22,846,260

Other Expenses $5,864,268

TOTAL EXPENSES $28,534,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,633,273	$35,643,944	-0.3%
Expenses	$28,534,677	$31,634,922	-0.1%
Net Income	$-1,901,404	$4,009,022	-1.5%

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

105

Volunteers

1721

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

$845,190

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL JOHNSON	Trustee/Treasurer	1.0	Officer Director	$0	$0	$0
DANA JERMAIN	Trustee/Vice Chairman	1.0	Officer Director	$0	$0	$0
GREG SWEAT	Trustee/Chairman	1.0	Officer Director	$0	$0	$0
LAURIE ROBERTS	Trustee/IMMEDIATE PAST CHAIR	1.0	Officer Director	$0	$0	$0
MICHELLE KAY	Trustee/COMMUNITY IMPACT COMMITTEE CHAIR	1.0	Officer Director	$0	$0	$0
RANDALL VANCE	Trustee/AUDIT COMMITTEE CHAIR	1.0	Officer Director	$0	$0	$0
AMY HATCH	TRUSTEE	1.0	Director	$0	$0	$0
ART SILVA	TRUSTEE	1.0	Director	$0	$0	$0
ARTHUR CHEATHAM	TRUSTEE	1.0	Director	$0	$0	$0
BRAD MARKES	TRUSTEE	1.0	Director	$0	$0	$0
CAROL LEVERS	TRUSTEE	1.0	Director	$0	$0	$0
DAN CRUMB	TRUSTEE	1.0	Director	$0	$0	$0
DEONNE CHRISTENSEN	TRUSTEE	1.0	Director	$0	$0	$0
GINGER WILLIAMS	TRUSTEE	1.0	Director	$0	$0	$0
GREG SHONDELL	TRUSTEE	1.0	Director	$0	$0	$0
IRENE CAUDILLO	TRUSTEE	1.0	Director	$0	$0	$0
JASON SINNARAJAH	TRUSTEE	1.0	Director	$0	$0	$0
KEVIN ZIMMERMANN	TRUSTEE	1.0	Director	$0	$0	$0
LAURIE MINARD	TRUSTEE	1.0	Director	$0	$0	$0
MARIO AZAR	TRUSTEE	1.0	Director	$0	$0	$0
MARK MORELAND	TRUSTEE	1.0	Director	$0	$0	$0
MARY BRISTOW	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL YOUNGS	TRUSTEE	1.0	Director	$0	$0	$0
MIKE PERRY	TRUSTEE	1.0	Director	$0	$0	$0
PENNY POSTOAK-FERGUSON	TRUSTEE	1.0	Director	$0	$0	$0
RON COKER	TRUSTEE	1.0	Director	$0	$0	$0
ROSEMARY PODREBARAC	TRUSTEE	1.0	Director	$0	$0	$0
RYAN MCMONAGLE	TRUSTEE	1.0	Director	$0	$0	$0
SARA LANCASTER	TRUSTEE	1.0	Director	$0	$0	$0
SHANNON JOHNSON	TRUSTEE	1.0	Director	$0	$0	$0
SHAWN LONG	TRUSTEE	1.0	Director	$0	$0	$0
SHELLIE CLAUSEN	TRUSTEE	1.0	Director	$0	$0	$0
TOM CARIGAN	TRUSTEE	1.0	Director	$0	$0	$0
ANN GAFFIGAN	CHIEF OPERATING AND FINANCIAL OFFICER	50.0	Officer	$216,265	$55,596	$271,861
CHRIS ROSSON	CHIEF EXECUTIVE OFFICER	50.0	Officer	$484,034	$89,295	$573,329
CHRISTINA RAPP	VP, OPERATIONS	37.5	Highest	$122,372	$16,852	$139,224
JAMES MACDONALD	SENIOR ADVISOR & SOLUTIONS ARCHITECT	37.5	Highest	$137,350	$39,030	$176,380
JESSICA BLUBAUGH	CHIEF PHILANTHROPY AND IMPACT OFFICER	37.5	Highest	$199,489	$31,783	$231,272
NORA FREYMAN	CHIEF MARKETING OFFICER	37.5	Highest	$159,430	$28,728	$188,158
PRECIOUS STARGELL-CUSHMAN	CHIEF IMPACT OFFICER UNTIL MAY 2024	37.5	Highest	$213,602	$1,746	$215,348

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	$26,633,273	$28,534,677	$37,113,558	$-1,901,404
2024	$35,643,944	$31,634,922	$38,375,986	$4,009,022
2023	$29,176,289	$27,282,957	$29,134,696	$1,893,332
2022	$44,015,637	$37,140,827	$27,299,107	$6,874,810
2021	$33,957,003	$33,514,088	$23,611,316	$442,915
2020	$26,294,406	$26,355,944	$25,862,042	$-61,538
2019	$29,035,525	$31,056,562	$30,346,727	$-2,021,037
2018	$26,722,813	$28,555,613	$30,765,422	$-1,832,800

United Way of Greater Kansas City Inc