UNITED WAY FOR GREATER AUSTIN (EIN 741193439) - 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

1952

Legal Domicile

Principal Officer

INGRID TAYLOR

Phone

5124726267

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY FOR GREATER AUSTIN, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.8M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

UNITED WAY FOR GREATER AUSTIN BRINGS PEOPLE, IDEAS, AND RESOURCES TOGETHER TO FIGHT POVERTY IN OUR COMMUNITY.

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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 $18,396,532

Program Service Revenue $780,998

Investment Income $507,679

Other Revenue $133,260

TOTAL REVENUE $19,818,469

Expense Breakdown

Grants Paid $2,715,732

Salaries & Benefits $10,056,820

Fundraising Expenses $648,460

Program Expenses $19,803,137

Other Expenses $8,345,075

TOTAL EXPENSES $21,117,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,818,469	$16,769,455	+0.2%
Expenses	$21,117,627	$17,995,087	+0.2%
Net Income	$-1,299,158	$-1,225,632	+0.1%

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

143

Volunteers

1706

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

$201,577

Total Directors

Key Employees

$159,012

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBI MILLER	DIRECTOR	2.00	Director	$0	$0	$0
ALISON WALGREN	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON DWYER	DIRECTOR	2.00	Director	$0	$0	$0
AMANDA LUTHER	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW ESPARZA	DIRECTOR	2.00	Director	$0	$0	$0
ANJUM KHURSHID	DIRECTOR	2.00	Director	$0	$0	$0
BLAKE ABSHER	DIRECTOR	2.00	Director	$0	$0	$0
BOBBY JENKINS	DIRECTOR	2.00	Director	$0	$0	$0
CATHY HARM	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES THORNBURGH	DIRECTOR	2.00	Director	$0	$0	$0
CRISTINA GUAJARDO	DIRECTOR	2.00	Director	$0	$0	$0
DAVID PORTER	DIRECTOR	2.00	Director	$0	$0	$0
ED LATSON	DIRECTOR	2.00	Director	$0	$0	$0
JAY FOX	DIRECTOR	2.00	Director	$0	$0	$0
JEFF VERNOR	DIRECTOR	2.00	Director	$0	$0	$0
JEHMU GREENE	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER FOSTER	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER POPPE	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER WU	DIRECTOR	2.00	Director	$0	$0	$0
JEREMIAH BENTLEY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HOLMES	DIRECTOR	2.00	Director	$0	$0	$0
JOSHUA CHILDS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN STEAKLEY	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN MARCUM	SECRETARY	2.00	Officer Director	$0	$0	$0
LAURA HUFFMAN	DIRECTOR	2.00	Director	$0	$0	$0
MALINI RAJPUT	DIRECTOR	2.00	Director	$0	$0	$0
MARK STRAMA	CHAIR	2.00	Officer Director	$0	$0	$0
MICHELE GLAZE	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
MOLLIE DUCKWORTH	DIRECTOR	2.00	Director	$0	$0	$0
RUDY METAYER	DIRECTOR	2.00	Director	$0	$0	$0
RUSSEL LOWERY-HART	DIRECTOR	2.00	Director	$0	$0	$0
RYAN FREDERICK	DIRECTOR	2.00	Director	$0	$0	$0
SAROJANI MOHAMMED	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT RUST	DIRECTOR	2.00	Director	$0	$0	$0
YVETTE RUIZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SMITH	CEO	40.00	Officer	$183,904	$17,673	$201,577
CATHERINE GONZALEZ	COO	40.00	Key Emp	$151,312	$7,700	$159,012
ASHLEY MITCHELL	CPO	40.00	Highest	$127,449	$8,922	$136,371
ELLEN RICHARDS	VP	40.00	Highest	$148,402	$8,034	$156,436
INGRID TAYLOR	CIO	40.00	Highest	$124,403	$17,673	$142,076
SCOTT BUROKER	DIRECTOR OF OPERATIONS	40.00	Highest	$122,769	$0	$122,769
ASHLEY PIERCE	CMO	40.00	Highest	$117,600	$8,034	$125,634

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	No data	No data	No data	No data
2024	$19,818,469	$21,117,627	$20,000,126	$-1,299,158
2023	$16,769,455	$17,995,087	$20,073,682	$-1,225,632
2022	$27,380,303	$16,102,884	$21,185,071	$11,277,419
2021	$23,251,775	$26,051,990	$12,924,459	$-2,800,215
2020	$21,540,394	$16,812,066	$13,975,155	$4,728,328
2019	$13,173,721	$13,644,504	$7,908,002	$-470,783
2018	$12,294,900	$12,088,123	$6,470,184	$206,777

UNITED WAY FOR GREATER AUSTIN