UNITED WAY OF WHATCOM COUNTY (EIN 910570788) - 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

1956

Legal Domicile

Principal Officer

KRISTI BIRKELAND

Phone

3607338670

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF WHATCOM COUNTY, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024.

Mission

TO ENABLE FINANCIAL STABILITY FOR EVERY PERSON IN WHATCOM COUNTY.

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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 $1,304,004

Program Service Revenue $0

Investment Income $62,978

Other Revenue $0

TOTAL REVENUE $1,366,982

Expense Breakdown

Grants Paid $739,961

Salaries & Benefits $441,467

Fundraising Expenses $274,879

Program Expenses $1,006,028

Other Expenses $225,259

TOTAL EXPENSES $1,406,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,366,982	$1,303,377	+0.0%
Expenses	$1,406,687	$1,370,242	+0.0%
Net Income	$-39,705	$-66,865	-0.4%

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

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

$126,324

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE BOATMAN	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
DOUG MONTGOMERY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JASON SEARS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JOHN AYRE	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER DYER	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA LINDSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAVONNE OLSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIANNE CZEBATOR	BOARD MEMBER	0.50	Director	$0	$0	$0
SPENCER PALMER	BOARD MEMBER	0.50	Director	$0	$0	$0
LEAH BOSMAN	BOARD MEMBER UNTIL 10/23/24	0.50	Director	$0	$0	$0
KRISTI BIRKELAND	PRESIDENT/CEO	40.00	Officer	$109,360	$16,964	$126,324

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	$1,366,982	$1,406,687	$2,589,357	$-39,705
2024	No data	No data	No data	No data
2023	$1,377,258	$1,390,312	$2,608,392	$-13,054
2022	$1,567,405	$1,545,193	$2,635,065	$22,212
2021	$1,562,755	$1,631,798	$2,854,021	$-69,043
2020	$1,631,761	$1,396,280	$2,902,217	$235,481
2019	$1,707,127	$1,454,974	$3,008,446	$252,153

UNITED WAY OF WHATCOM COUNTY