UNITED WAY OF CASCADE COUNTY

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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

1969

Legal Domicile

Principal Officer

GARY OWEN

Phone

4067273400

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF CASCADE COUNTY, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

MOBILIZE COMMUNITY RESOURCES TO POSITIVELY IMPACT PRIORITY HUMAN SERVICE NEEDS

Program Service Accomplishments

Program 1

Expenses: $1,193,157

ENCOURAGING CHARITABLE GIVING, ADVOCACY AND VOLUNTEERISM TO ADVANCE OUR GOALS IN EDUCATION, INCOME AND HEALTH. CREATING AND INVESTING IN INITIATIVES TO POSITIVELY IMPACT THOSE GOALS; PARTNERING AND INVESTING RESOURCES WITH COMMUNITY ORGANIZATIONS ALIGNING WITH THOSE GOALS; AND FOSTERING PHILANTHROPY THROUGH DONOR-DESIGNATED GIVING TO OTHER CHARITIES IMPROVING THE QUALITY OF LIFE FOR EVERYONE IN OUR COMMUNITY. THE UNITED WAY OF CASCADE COUNTY CONNECTS VOLUNTEERS AT 56 LOCAL NONPROFIT ORGANIZATIONS THROUGH ITS VOLUNTEERGREATFALLS.ORG WEBSITE.

Program 2

Expenses: $107,968

ADMINISTER THE RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) IN CASCADE COUNTY. THE RSVP PROVIDES A VITAL SERVICE BOTH TO SENIORS AND TO THE 100 WORK STATIONS WHO RELY ON 700 SENIOR VOLUNTEERS PER...

ADMINISTER THE RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) IN CASCADE COUNTY. THE RSVP PROVIDES A VITAL SERVICE BOTH TO SENIORS AND TO THE 100 WORK STATIONS WHO RELY ON 700 SENIOR VOLUNTEERS PER YEAR. THE SENIORS INVOLVED IN THIS PROGRAM VOLUNTEERED OVER 100,000 HOURS LAST YEAR.

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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 $1,466,749

Program Service Revenue $0

Investment Income $16,194

Other Revenue $0

TOTAL REVENUE $1,482,943

Expense Breakdown

Grants Paid $485,000

Salaries & Benefits $572,372

Fundraising Expenses $139,091

Program Expenses $1,301,125

Other Expenses $438,483

TOTAL EXPENSES $1,495,855

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,482,943	$1,307,792	+0.1%
Expenses	$1,495,855	$1,442,774	+0.0%
Net Income	$-12,912	$-134,982	-0.9%

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

3057

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

$116,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM HERING	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ROB REZEK	VICE-CHAIRMAN	2.00	Officer Director	$0	$0	$0
SARAH STANGER	TREASURER	2.00	Officer Director	$0	$0	$0
LISA BLADES	SECRETARY	2.00	Officer Director	$0	$0	$0
COOPER THOMAS	2ND VICE CHAIR	2.00	Officer Director	$0	$0	$0
LEANNE FROST	PAST-CHAIR	2.00	Officer Director	$0	$0	$0
RACHEL ARTHUR	DIRECTOR	2.00	Director	$0	$0	$0
TIM AUSTIN	DIRECTOR	2.00	Director	$0	$0	$0
JULIE CLEWLEY	DIRECTOR	2.00	Director	$0	$0	$0
CURTIS FINNICUM	DIRECTOR	2.00	Director	$0	$0	$0
JENEL FIGARELLE	DIRECTOR	2.00	Director	$0	$0	$0
AMY FLADLAND	DIRECTOR	2.00	Director	$0	$0	$0
ABIGAIL HILL	DIRECTOR	2.00	Director	$0	$0	$0
DAVE KREBS	DIRECTOR	2.00	Director	$0	$0	$0
JORDANN LANKFORD	DIRECTOR	2.00	Director	$0	$0	$0
ERIN MERCHANT	DIRECTOR	2.00	Director	$0	$0	$0
PAIGE MORRGAN	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN MUNGLE	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL PAHUT	DIRECTOR	2.00	Director	$0	$0	$0
MIKE PARCEL	DIRECTOR	2.00	Director	$0	$0	$0
SHANE ETZWILER	DIRECTOR	2.00	Director	$0	$0	$0
KEITH HORTON	DIRECTOR	2.00	Director	$0	$0	$0
TERESA SCHREINER	DIRECTOR	2.00	Director	$0	$0	$0
GARY OWEN	PRESIDENT	40.00	Officer	$96,722	$20,177	$116,899

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	$1,482,943	$1,495,855	$944,147	$-12,912
2023	$1,307,792	$1,442,774	$847,403	$-134,982
2022	$1,344,943	$1,454,255	$971,506	$-109,312
2021	$1,635,433	$1,360,978	$1,041,763	$274,455
2020	$1,407,607	$1,289,914	$828,896	$117,693
2019	$1,197,491	$1,217,014	$637,638	$-19,523