UNITED WAY OF PIERCE COUNTY (EIN 910650669) - 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

1921

Legal Domicile

Principal Officer

Dona Ponepinto

Phone

2532724263

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF PIERCE COUNTY, founded in 1921, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.7M in total revenue in fiscal year 2024. Net assets of $17.0M represent 27 months of operating reserves.

Mission

We unite the community to end poverty one household at a time. We provide programs that strengthen families such as our Centers for Strong Families which increase economic self-sufficiency by providing finance, jobs and income support coaches.

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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 $6,755,870

Program Service Revenue $341,742

Investment Income $547,241

Other Revenue $39,800

TOTAL REVENUE $7,684,653

Expense Breakdown

Grants Paid $3,367,394

Salaries & Benefits $3,028,194

Fundraising Expenses $1,035,271

Program Expenses $6,572,249

Other Expenses $1,747,923

TOTAL EXPENSES $8,143,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,684,653	$7,897,303	0.0%
Expenses	$8,143,511	$6,400,567	+0.3%
Net Income	$-458,858	$1,496,736	-1.3%

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

934

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

$362,781

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dona Ponepinto	President and Chief Executive Officer	50	Officer	$206,257	$24,599	$230,856
Peter J Grignon	Sr VP of Finance and Chief Financial Officer	50	Officer	$109,746	$22,179	$131,925
Annie Frisbie	Chief Development Officer	50	Highest	$119,855	$9,793	$129,648
Louis Cooper	Director	2	Director	$0	$0	$0
Jackie Flowers	Director	2	Director	$0	$0	$0
Mike Griffus	Director	2	Director	$0	$0	$0
Stuart Grover	Director	2	Director	$0	$0	$0
Steve Harlow	Past Chair	2	Officer Director	$0	$0	$0
Beth Johnson	Director	2	Director	$0	$0	$0
Tanisha Jumper	Director	2	Director	$0	$0	$0
Shasta Kelley	Director	2	Director	$0	$0	$0
Andy Larson	Treasurer	2	Officer Director	$0	$0	$0
Nathe Lawver	Vice Chair	2	Officer Director	$0	$0	$0
Georgia Lomax	Director	2	Director	$0	$0	$0
Joe Martinez	Director	2	Director	$0	$0	$0
Renee McClain	Director	2	Director	$0	$0	$0
Tim Holmes	Director	2	Director	$0	$0	$0
Mark Pinto	Director	2	Director	$0	$0	$0
Faaluaina Pritchard	Director	2	Director	$0	$0	$0
Archi Sharma	Director	2	Director	$0	$0	$0
Grant Twyman	Director	2	Director	$0	$0	$0
Eli Taylor	Director	2	Director	$0	$0	$0
Tina Vasen	Secretary	2	Officer Director	$0	$0	$0
Eileen Walker	Director	2	Director	$0	$0	$0
James Walton	Director - Emeritus	1.0	Director	$0	$0	$0
Sebrena Chambers	Chair	2	Officer Director	$0	$0	$0
Kent Roberts	Director - Emeritus	1	Director	$0	$0	$0

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
2024	$7,684,653	$8,143,511	$17,749,545	$-458,858
2023	$7,897,303	$6,400,567	$17,078,616	$1,496,736
2022	$6,788,060	$6,193,461	$14,858,100	$594,599
2021	$8,056,312	$6,524,976	$15,711,259	$1,531,336
2020	$7,596,465	$6,061,340	$13,696,612	$1,535,125

UNITED WAY OF PIERCE COUNTY