UNITED WAY OF COWLITZ 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

1959

Legal Domicile

Principal Officer

ADDY CLARK

Phone

3604235320

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF COWLITZ COUNTY, founded in 1959, is a small nonprofit that reported $380K in total revenue in fiscal year 2024. Expenses of $470K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROVIDE RESOURCES FOR HUMAN SERVICES PROGRAMS IN COWLITZ AND WAHKIAKUM COUNTIES IN WASHINGTON.

Program Service Accomplishments

Program 1

Expenses: $272,133

UNITED WAY OF COWLITZ COUNTY (D/B/A UNITED WAY OF COWLITZ AND WAHKIAKUM COUNTIES) MOBILIZES THE CARING POWER OF THE COMMUNITY TO CONTINUOUSLY IMPROVE THE LIVES OF EVERY PERSON IN COWLITZ & WAHKIAKUM COUNTIES. THE ORGANIZATION WORKS TO CREATE LASTING CHANGES IN THE AREAS OF YOUTH OPPORTUNITY, FINANCIAL SECURITY, HEALTHY COMMUNITIES AND COMMUNITY RESILIENCY BY FUNDING PROGRAMS, PROVIDING DIRECT SERVICES, AND CONVENING COMMUNITY PARTNERS TO ADDRESS LOCAL NEEDS.UNITED WAY ALSO STANDS READY TO RESPOND WHEN EMERGENCY NEEDS ARISE, COORDINATING EFFORTS AND MOBILIZING RESOURCES TO SUPPORT THE COMMUNITY DURING TIMES OF CRISIS.

Program 2

Expenses: $97,821

UNITED WAY IS COMMITTED TO ENSURING LOCAL CHILDREN ENTER KINDERGARTEN PREPARED TO SUCCEED AND SERVES AS THE LOCAL PROGRAM PARTNER FOR DOLLY PARTON'S IMAGINATION LIBRARY, WHICH ENHANCES EARLY...

UNITED WAY IS COMMITTED TO ENSURING LOCAL CHILDREN ENTER KINDERGARTEN PREPARED TO SUCCEED AND SERVES AS THE LOCAL PROGRAM PARTNER FOR DOLLY PARTON'S IMAGINATION LIBRARY, WHICH ENHANCES EARLY LITERACY, IMPROVES KINDERGARTEN ASSESSMENT SCORES, AND INCREASES FAMILY ENGAGEMENT. UNITED WAY ALSO INVESTS IN PRESCHOOL SCHOLARSHIPS, SUPPORTS EARLY LEARNING COLLABORATIVES, PROVIDES FAMILIES WITH TOOLS AND RESOURCES TO ENCOURAGE LEARNING AT HOME, AND CONNECTS PARENTS WITH EARLY CHILDHOOD EDUCATION AND DEVELOPMENT PROGRAMS.

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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 $368,203

Program Service Revenue $1,785

Investment Income $16,183

Other Revenue $-6,592

TOTAL REVENUE $379,579

Expense Breakdown

Grants Paid $272,133

Salaries & Benefits $113,065

Fundraising Expenses $40,123

Program Expenses $369,954

Other Expenses $85,268

TOTAL EXPENSES $470,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,579	$369,411	+0.0%
Expenses	$470,466	$350,228	+0.3%
Net Income	$-90,887	$19,183	-5.7%

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

N/A

Volunteers

706

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

$133,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTONIA BANCROFT	DIRECTOR	0.50	Director	$0	$0	$0
JILL COOLEY	DIRECTOR	0.25	Director	$0	$0	$0
JAKE HALL	DIRECTOR	0.25	Director	$0	$0	$0
ADDY CLARK	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRENT FREEMAN	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
BART FINNEL	DIRECTOR	0.05	Director	$0	$0	$0
AMANDA RASMUSSEN	DIRECTOR	0.75	Director	$0	$0	$0
CHARLOTTE ROSEN RUTLEDGE	SECRETARY	0.75	Officer Director	$0	$0	$0
JAMES HOYT	DIRECTOR	0.25	Director	$0	$0	$0
ASHLEY LACHNEY	DIRECTOR	0.25	Director	$0	$0	$0
LISA FARVOUR	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
BARBARA BRIGGS	TREASURER	1.50	Officer Director	$0	$0	$0
SABRINA KOCHPRAPHA	EXECUTIVE DIRECTOR	40.00	Officer	$73,012	$4,275	$77,287
ANGELA HEINLEN	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$53,097	$3,025	$56,122

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	$379,579	$470,466	$537,326	$-90,887
2024	$369,411	$350,228	$596,811	$19,183
2023	$466,963	$331,901	$554,947	$135,062
2022	$307,818	$419,853	$430,669	$-112,035
2021	$498,952	$561,281	$543,392	$-62,329
2020	$420,891	$552,143	$568,765	$-131,252
2019	$537,271	$501,188	$736,376	$36,083