United Way of Spokane 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

1953

Legal Domicile

Principal Officer

Lisa Sunderman

Phone

5098386581

Tax Period

2024-07-01 to 2025-06-30

United Way of Spokane County, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $1.7M exceeded revenue, resulting in a 16% operating deficit.

Mission

The mission of Spokane County United Way is to mobilize our community resources to create measurable results that improve the lives of the people living in our community and advance the idea of the common good. (Continued on Schedule O)Our vision is that Spokane County will be known for increasing health, prosperity, and educational attainment for at risk community members, and is a tool for breaking the local cycle of intergenerational poverty.

Program Service Accomplishments

Program 1

Expenses: $171,357 Revenue: $1,571

Donor Designated Gifts: Spokane County United Way runs a major fundraising program, the Workplace Campaign. Many of the donations to the campaign are specifically designated to qualified non-profit agencies. Acting as an agent, United Way ensures that these donations are collected and accurately distributed, under standards established by United Way Worldwide. The Organization collected and will distribute $137,697 related to this campaign during the fiscal year.

Program 2

Expenses: $136,789

Education: Funding is provided primarily to local impact partners as part of the organizations goal of cutting educational achievement gaps in half, focusing resources on children and youth who are low-income, racial/ethnic minorities, and/or have special needs. Spokane County United Way is involved in providing over 10,000 community members access to bilingual trail markers through Born Again Learning Trails and over 5,000 children under the age of 5 access to 1 free book every month through the Dolly Parton Imagination Library Foundation.

Program 3

Expenses: $91,583

Excelerate Success: Excelerate Success addresses the impacts of racism, particularly structural racism. The initiative seeks to build community by promoting collaboration among Black, Indigenous...

Excelerate Success: Excelerate Success addresses the impacts of racism, particularly structural racism. The initiative seeks to build community by promoting collaboration among Black, Indigenous, People of Color (BIPOC) and white people in Spokane County as well as among people with other marginalized identities. Excelerate Success has 3 core strategies: racial affinity groups; trainings led my impacted communities; and annual community learning events.

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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 $1,440,589

Program Service Revenue $1,571

Investment Income $5,644

Other Revenue $7,580

TOTAL REVENUE $1,455,384

Expense Breakdown

Grants Paid $307,788

Salaries & Benefits $809,506

Fundraising Expenses $5,720

Program Expenses $560,281

Other Expenses $568,233

TOTAL EXPENSES $1,685,527

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,455,384	$1,708,382	-0.1%
Expenses	$1,685,527	$2,571,350	-0.3%
Net Income	$-230,143	$-862,968	-0.7%

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

$93,597

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Traci McGlathery	Board Chair	2.00	Officer Director	$0	$0	$0
Lauren Autrey	Treasurer	2.00	Officer Director	$0	$0	$0
Lisa Sunderman	Chair Elect	2.00	Officer Director	$0	$0	$0
Anna Torma	Director	2.00	Director	$0	$0	$0
Ashley Cameron	Director	2.00	Director	$0	$0	$0
Becky Hammill	Director	2.00	Director	$0	$0	$0
Cara Beatty	Director	2.00	Director	$0	$0	$0
Chrystal Ortega	Director	2.00	Director	$0	$0	$0
Connie Tanguy	Director	2.00	Director	$0	$0	$0
Dan Springer	Director	2.00	Director	$0	$0	$0
Freda Gandy	Director	2.00	Director	$0	$0	$0
James Mohr	Director	2.00	Director	$0	$0	$0
Jesse Zumbro	Director	2.00	Director	$0	$0	$0
John Parker	Director	2.00	Director	$0	$0	$0
Ken Brown	Director	2.00	Director	$0	$0	$0
Leon Covington	Director	2.00	Director	$0	$0	$0
Leslie Cogley	Director	2.00	Director	$0	$0	$0
Lisa Lewis	Director	2.00	Director	$0	$0	$0
Laura Vickers	Director	2.00	Director	$0	$0	$0
Lola Phillips	Director	2.00	Director	$0	$0	$0
Mary Anne Ruddis	Director	2.00	Director	$0	$0	$0
Mona Terrell	Director	2.00	Director	$0	$0	$0
Neal Boling	Director	2.00	Director	$0	$0	$0
Sandra Jarrard	Director	2.00	Director	$0	$0	$0
Ken Roberts	Governance Committee Chair	2.00	Director	$0	$0	$0
Aileen Luppert	Community Impact Chair	2.00	Director	$0	$0	$0
Yolanda Gallardo	DEI Chair	2.00	Director	$0	$0	$0
Tim Fitzgerald	Immediate Past Chair	2.00	Director	$0	$0	$0
Dan Dent	President, CEO & Secretary	40.00	Officer	$93,597	$0	$93,597

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	$1,455,384	$1,685,527	$939,997	$-230,143
2024	$1,708,382	$2,571,350	$1,760,256	$-862,968
2023	$2,225,822	$3,095,987	$2,319,731	$-870,165
2022	$2,802,582	$3,175,676	$2,681,328	$-373,094
2021	$3,832,566	$3,413,224	$3,101,889	$419,342
2020	$3,411,617	$3,706,418	$2,876,532	$-294,801
2019	$3,753,657	$3,863,362	$2,977,634	$-109,705
2018	$3,807,822	$3,745,473	$3,170,421	$62,349