UNITED WAY OF THE NATIONAL CAPITAL AREA (EIN 530234290) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

ROSIE ALLEN-HERRING

Phone

2024882000

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE NATIONAL CAPITAL AREA, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $33.0M in total revenue in fiscal year 2017.

Mission

COMMITTED TO IMPROVED HEALTH, EDUCATION AND OPPORTUNITY OF EVERY PERSON IN OUR COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,435,047

Program Service Revenue $793,515

Investment Income $1,999,305

Other Revenue $3,599

TOTAL REVENUE $19,231,466

Expense Breakdown

Grants Paid $12,537,600

Salaries & Benefits $5,385,048

Fundraising Expenses $3,864,966

Program Expenses $15,147,039

Other Expenses $3,276,905

TOTAL EXPENSES $21,628,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,231,466	$21,205,101	-0.1%
Expenses	$21,628,888	$24,291,098	-0.1%
Net Income	$-2,397,422	$-3,085,997	-0.2%

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

1933

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

$787,086

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY TABACH	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KEN SAMET FACHE	TREASURER	2.00	Officer Director	$0	$0	$0
STEVE PROCTOR	SECRETARY	2.00	Officer Director	$0	$0	$0
DANIEL KOTTER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA FRANCO	DIRECTOR	1.00	Director	$0	$0	$0
ELLIOTT FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN LEE	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN RODGERS	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL S KRONOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD K BYNUM	DIRECTOR	1.00	Director	$0	$0	$0
WENDY MORTON-HUDDLESTON	DIRECTOR	1.00	Director	$0	$0	$0
TYLER ANTHONY	DIRECTOR	1.00	Director	$0	$0	$0
EVAN KRAUS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES W CORNELSEN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN SMITHSON	DIRECTOR	1.00	Director	$0	$0	$0
STACI PIES	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA ETEMADI	DIRECTOR	1.00	Director	$0	$0	$0
TRACY KENNY	DIRECTOR	1.00	Director	$0	$0	$0
AMRY JUNAIDEEN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN D PIENINCK	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DYER	DIRECTOR (UNTIL 01/25)	1.00	Director	$0	$0	$0
ROSIE ALLEN-HERRING	PRESIDENT & CEO	50.00	Officer	$561,037	$102,995	$664,032
ROBIN WATKINS	ACTING CFO/VP OF FINANCE(UNTIL 07/24)	50.00	Officer	$106,691	$16,363	$123,054
ROSE JOHNSON	VP, HUMAN RESOURCES	50.00	Highest	$167,056	$23,061	$190,117
IAN GORDON	VP, COMMUNITY IMPACT (UNTIL 02/25)	50.00	Highest	$150,902	$22,305	$173,207
NEDELKA PHILLIPS	SVP, MARCOMM & FUNDRAISING	50.00	Highest	$142,116	$16,347	$158,463
QUN LIANG	DIRECTOR, ACCOUNTING SERVICES	50.00	Highest	$137,259	$5,490	$142,749
ANTHONY PAUL	VP, INFORMATION TECHNOLOGY	50.00	Highest	$177,213	$31,996	$209,209

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	$19,231,466	$21,628,888	$48,760,624	$-2,397,422
2024	$21,205,101	$24,291,098	$52,045,506	$-3,085,997
2023	$22,668,840	$26,391,368	$56,575,119	$-3,722,528
2022	$25,572,571	$24,186,221	$52,010,356	$1,386,350
2021	$48,565,740	$25,693,328	$56,305,316	$22,872,412
2020	$27,632,493	$25,869,269	$35,055,303	$1,763,224
2019	$27,579,001	$27,250,763	$34,647,427	$328,238
2018	$32,981,505	$33,470,150	$33,396,433	$-488,645

UNITED WAY OF THE NATIONAL CAPITAL AREA