United Way of Spokane County (EIN 910606058) - 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

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

Creating measurable results that improve people's lives.

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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

United Way of Spokane County