United Way of Greater Houston (EIN 741167964) - 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

1922

Legal Domicile

Principal Officer

Amanda McMillian

Phone

7136852300

Tax Period

2024-04-01 to 2025-03-31

United Way of Greater Houston, founded in 1922, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $79.6M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $69.7M left a modest 12% surplus.

Mission

We work together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper.

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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 $77,600,724

Program Service Revenue $649,520

Investment Income $1,332,083

Other Revenue $44,241

TOTAL REVENUE $79,626,568

Expense Breakdown

Grants Paid $40,797,345

Salaries & Benefits $18,923,726

Fundraising Expenses $6,742,046

Program Expenses $58,443,746

Other Expenses $9,912,341

TOTAL EXPENSES $69,729,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,626,568	$65,297,077	+0.2%
Expenses	$69,729,412	$61,309,329	+0.1%
Net Income	$9,897,156	$3,987,748	+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

248

Volunteers

8579

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

$744,356

Total Directors

Key Employees

$819,483

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Stephens	Chair	2.00	Officer Director	$0	$0	$0
Kelly Hackett	Secretary	2.00	Officer Director	$0	$0	$0
Dorothy Ables	Trustee	2.00	Director	$0	$0	$0
Esi Akinosho	Trustee	2.00	Director	$0	$0	$0
Camilo Amezquita	Trustee	2.00	Director	$0	$0	$0
David Baker	Trustee	2.00	Director	$0	$0	$0
Marc Boom	Trustee	2.00	Director	$0	$0	$0
David L Callender	Trustee	2.00	Director	$0	$0	$0
Chris Champion	Trustee	2.00	Director	$0	$0	$0
Willie Chiang	Trustee	2.00	Director	$0	$0	$0
Shauna Johnson Clark	Trustee	2.00	Director	$0	$0	$0
Cynthia Colbert	Trustee	2.00	Director	$0	$0	$0
Paula DesRoches	Trustee	2.00	Director	$0	$0	$0
Daniel Cardinal DiNardo	Trustee	2.00	Director	$0	$0	$0
Jose Espinel	Trustee	2.00	Director	$0	$0	$0
Tina Faraca	Trustee	2.00	Director	$0	$0	$0
Clint Follette	Trustee	2.00	Director	$0	$0	$0
Jesse Gelsomini	Trustee	2.00	Director	$0	$0	$0
Martyn E Goossen	Trustee	2.00	Director	$0	$0	$0
Mary Beth Gracy	Trustee	2.00	Director	$0	$0	$0
Greg Grissom	Trustee	2.00	Director	$0	$0	$0
Scott Hallam	Trustee	2.00	Director	$0	$0	$0
Cynthia Hansen	Trustee	2.00	Director	$0	$0	$0
John Johnson	Trustee	2.00	Director	$0	$0	$0
Sandy Johnson	Trustee	2.00	Director	$0	$0	$0
Daniel Kalms	Trustee	2.00	Director	$0	$0	$0
Steve Kean	Trustee	2.00	Director	$0	$0	$0
Ryan Lance	Trustee	2.00	Director	$0	$0	$0
Liam Mallon	Trustee	2.00	Director	$0	$0	$0
Nataly Marks	Trustee	2.00	Director	$0	$0	$0
Lilyanne McClean	Trustee	2.00	Director	$0	$0	$0
Wayne McConnell	Trustee	2.00	Director	$0	$0	$0
Nancy A Meyer	Trustee	2.00	Director	$0	$0	$0
Desrye Morgan	Trustee	2.00	Director	$0	$0	$0
Tandra Perkins	Trustee	2.00	Director	$0	$0	$0
Doug Pferdehirt	Trustee	2.00	Director	$0	$0	$0
Dianne Ralston	Trustee	2.00	Director	$0	$0	$0
Tracie J Renfroe	Trustee	2.00	Director	$0	$0	$0
Joe Rovig	Trustee	2.00	Director	$0	$0	$0
Becky Rush	Trustee	2.00	Director	$0	$0	$0
Julie Sudduth	Trustee	2.00	Director	$0	$0	$0
Eric Tanzberger	Trustee	2.00	Director	$0	$0	$0
Sam Tucker	Trustee	2.00	Director	$0	$0	$0
Eli Viamontes	Trustee	2.00	Director	$0	$0	$0
Marc Watts	Trustee	2.00	Director	$0	$0	$0
Donna Sims Wilson	Trustee	2.00	Director	$0	$0	$0
Steven Wolf	Trustee	2.00	Director	$0	$0	$0
Don M Woo	Trustee	2.00	Director	$0	$0	$0
Allen Xi	Trustee	2.00	Director	$0	$0	$0
Melinda Yee	Trustee	2.00	Director	$0	$0	$0
Amanda McMillian	President & CEO	50.00	Officer	$425,321	$57,201	$482,522
Bart Ferrell	CSFO (from 12/24)	50.00	Officer	$30,283	$0	$30,283
Jaideep Hebbar	VP & CSFO (thru 8/24)	50.00	Officer	$211,319	$20,232	$231,551
Angel Harris	VP & Chief Adv. Officer	50.00	Key Emp	$322,080	$26,523	$348,603
Margaret M Oser	VP, Mission & Strategy	50.00	Key Emp	$207,135	$27,050	$234,185
Mary Vazquez	VP, Community Outreach	50.00	Key Emp	$190,393	$46,302	$236,695
Barbara L Walker	AVP, Principal Gifts Officer	50.00	Highest	$199,451	$28,376	$227,827
Henry J Adaso	AVP, Marketing & Communications	50.00	Highest	$138,942	$42,433	$181,375
Kenneth W Miller	Sr. Dir IT Technology & Security	50.00	Highest	$150,337	$24,501	$174,838
Jeffrey Nash	AVP, Innovation & Data Management	50.00	Highest	$169,890	$35,577	$205,467
Veronica Hagerty	Sr. Dir. Board Dev & NP Training	50.00	Highest	$148,890	$24,164	$173,054

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	$79,626,568	$69,729,412	$99,530,404	$9,897,156
2024	$65,297,077	$61,309,329	$92,353,745	$3,987,748
2023	$62,449,941	$61,902,888	$87,814,609	$547,053
2022	$64,032,577	$90,460,848	$90,238,589	$-26,428,271
2021	$95,267,903	$90,351,923	$102,421,999	$4,915,980
2020	$72,504,092	$81,570,270	$99,081,407	$-9,066,178
2019	$72,029,527	$102,827,673	$112,779,161	$-30,798,146

United Way of Greater Houston