VALLEY OF THE SUN UNITED WAY (EIN 860104419) - 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

1925

Legal Domicile

Phone

6026314800

Tax Period

2024-07-01 to 2025-06-30

VALLEY OF THE SUN UNITED WAY, founded in 1925, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $73.5M in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. SEE SCHEDULE O FOR FURTHER DETAIL.

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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 $71,593,766

Program Service Revenue $382,680

Investment Income $1,371,605

Other Revenue $177,724

TOTAL REVENUE $73,525,775

Expense Breakdown

Grants Paid $62,496,184

Salaries & Benefits $10,555,469

Fundraising Expenses $4,089,932

Program Expenses $69,016,850

Other Expenses $4,400,243

TOTAL EXPENSES $77,451,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,525,775	$119,496,515	-0.4%
Expenses	$77,451,896	$119,102,357	-0.3%
Net Income	$-3,926,121	$394,158	-11.0%

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

106

Volunteers

1374

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

$819,624

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LONG	DIRECTOR/TREASURER	4.0	Officer Director	$0	$0	$0
LATASHA CAUSEY	DIRECTOR/ BOARD CHAIR	4.0	Officer Director	$0	$0	$0
ADAM REICH	DIRECTOR	2.0	Director	$0	$0	$0
AMANDA MUIR	DIRECTOR	2.0	Director	$0	$0	$0
ANGIE BOND-SIMPSON	DIRECTOR	2.0	Director	$0	$0	$0
ANTHONY SHARETT	DIRECTOR	2.0	Director	$0	$0	$0
CHAD GESTSON EDD	DIRECTOR	2.0	Director	$0	$0	$0
CHRIS CAMACHO	DIRECTOR	2.0	Director	$0	$0	$0
CHRISTINE WILKINSON PHD	DIRECTOR	2.0	Director	$0	$0	$0
DANIEL WANI	DIRECTOR	2.0	Director	$0	$0	$0
DRENA KUSARI	DIRECTOR	2.0	Director	$0	$0	$0
GEOFFREY BURBRIDGE	DIRECTOR	2.0	Director	$0	$0	$0
GREG GEIST	DIRECTOR	2.0	Director	$0	$0	$0
HOPE LEVIN	DIRECTOR	2.0	Director	$0	$0	$0
JEFF BARTON	DIRECTOR	2.0	Director	$0	$0	$0
JEN POKORSKI	DIRECTOR	2.0	Director	$0	$0	$0
JENNY HOLSMAN-TETREAULT	DIRECTOR	2.0	Director	$0	$0	$0
JIM MACDONALD	DIRECTOR	2.0	Director	$0	$0	$0
JOHN GRAHAM	DIRECTOR	2.0	Director	$0	$0	$0
KIMBERLEY THOMPSON-HEINL	DIRECTOR	2.0	Director	$0	$0	$0
KYLE STEINBUCH	DIRECTOR	2.0	Director	$0	$0	$0
LAUREN TOBIASSEN	DIRECTOR	2.0	Director	$0	$0	$0
LEE ANN BOHN	DIRECTOR	2.0	Director	$0	$0	$0
LISA CAGNOLATTI	DIRECTOR	2.0	Director	$0	$0	$0
MATT BYRNES	DIRECTOR/ VICE CHAIR	2.0	Director	$0	$0	$0
MATTHEW FEENEY	DIRECTOR	2.0	Director	$0	$0	$0
MONICA VILLALOBOS	DIRECTOR	2.0	Director	$0	$0	$0
MONICA WHITING	DIRECTOR	2.0	Director	$0	$0	$0
NEIL GIULIANO	DIRECTOR	2.0	Director	$0	$0	$0
PAT EDWARDS	DIRECTOR	2.0	Director	$0	$0	$0
PAUL FANNIN	DIRECTOR	2.0	Director	$0	$0	$0
PAULA BOCA-BOMMARITO	DIRECTOR	2.0	Director	$0	$0	$0
RAY SCHEY	DIRECTOR	2.0	Director	$0	$0	$0
REBECCA BURLEIGH	DIRECTOR	2.0	Director	$0	$0	$0
ROBYN ARNELL BRENDEN	DIRECTOR	2.0	Director	$0	$0	$0
RUBEN ALVAREZ	DIRECTOR	2.0	Director	$0	$0	$0
SABRINA FREIBERG	DIRECTOR	2.0	Director	$0	$0	$0
TODD SANDERS	DIRECTOR	2.0	Director	$0	$0	$0
TRACY BAME	DIRECTOR	2.0	Director	$0	$0	$0
TYLER PFEIFER	DIRECTOR	2.0	Director	$0	$0	$0
CARLA VARGAS JASA	PRESIDENT AND CEO	50.0	Officer	$354,191	$19,548	$373,739
CHRISTINE SULLIVAN	CONTR(thru 9/24)/CFO(at 9/24)	50.0	Officer	$172,652	$22,198	$194,850
TANYA MUNIZ	CHIEF FIN. & OPERATING OFFICER (THRU 9/2024)	50.0	Officer	$233,798	$17,237	$251,035
COLLEEN GAUTAM	SVP, GENERAL COUNSEL & ADMIN	50.0	Highest	$156,094	$28,588	$184,682
EMMA V GARCIA-LOERA	CHIEF COMM DEV & ENGAGEMENT OFFICER	50.0	Highest	$175,859	$24,920	$200,779
LAURA KAISER	CHIEF CORP RELATIONS & BRAND OFFICER	50.0	Highest	$184,067	$24,091	$208,158
MELISSA BOYDSTON	SVP, COMM DEV & ENGAGEMENT	50.0	Highest	$161,433	$22,198	$183,631
SHELLEY GRIFFIN	VP, INFORMATION TECHNOLOGY	50.0	Highest	$155,668	$16,145	$171,813

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	$73,525,775	$77,451,896	$100,423,177	$-3,926,121
2024	$119,496,515	$119,102,357	$101,736,416	$394,158
2023	$110,603,271	$112,728,218	$108,533,886	$-2,124,947
2022	$79,942,536	$80,597,059	$104,098,931	$-654,523
2021	$109,884,545	$90,513,487	$109,732,254	$19,371,058
2020	$100,632,911	$97,807,786	$68,923,271	$2,825,125
2019	$94,198,484	$96,992,987	$69,570,189	$-2,794,503
2018	$96,118,692	$99,954,674	$74,195,991	$-3,835,982

VALLEY OF THE SUN UNITED WAY