UNITED WAY OF CHELAN & DOUGLAS COUNTIES

EIN: 910657766 501(c)(3)

WENATCHEE, WA

Total Revenue
$125,397
Total Expenses
$382,261
Total Assets
$1,086
Net Assets
$613
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
WA
Principal Officer
COURTNEY WARD
Phone
5096628261
Tax Period
2019-07-01 to 2020-06-30

UNITED WAY OF CHELAN & DOUGLAS COUNTIES, founded in 1953, is a small nonprofit that reported $125K in total revenue in fiscal year 2019. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $382K exceeded revenue, resulting in a 205% operating deficit.

Mission

UNITED WAY OF CHELAN AND DOUGLAS COUNTIES CREATES A MORE EDUCATED, PROSPEROUS, AND HEALTHY COMMUNITY.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $119,453
Program Service Revenue $0
Investment Income $4,413
Other Revenue $1,531
TOTAL REVENUE $125,397

Expense Breakdown

Grants Paid $14,977
Salaries & Benefits $102,259
Fundraising Expenses $1,809
Program Expenses $195,277
Other Expenses $265,025
TOTAL EXPENSES $382,261

Year-over-Year Comparison

2019 2018 Change
Revenue $125,397 $439,791 -0.7%
Expenses $382,261 $491,159 -0.2%
Net Income $-256,864 $-51,368 +4.0%
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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Governance

Voting Members
5
Independent Members
5
Employees
3
Volunteers
16

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
6
$130,703
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARITY BERGMAN PRESIDENT AND CEO (THRU 11/2019) 40.00
Officer
$64,945 $15,497 $80,442
CARRIE GAVIN VICE PRESIDENT 40.00
Officer
$42,500 $7,761 $50,261
COURTNEY WARD BOARD CHAIR 1.00
Officer Director
$0 $0 $0
VANESSA GUTIERREZ VICE CHAIR 1.00
Officer Director
$0 $0 $0
MARJIE BROWN VICE CHAIR/TREASURER (THRU 8/2019) 1.00
Officer Director
$0 $0 $0
IRENE GODFREY SECRETARY 1.00
Officer Director
$0 $0 $0
JILL COURTNEY BOARD MEMBER (THRU 9/2019) 1.00
Director
$0 $0 $0
RIC ESCEBEDO BOARD MEMBER 1.00
Director
$0 $0 $0
BROOKLYN HOLTON BOARD MEMBER (THRU 8/2019) 1.00
Director
$0 $0 $0
MAT LYONS BOARD MEMBER(THRU 7/2019) 1.00
Director
$0 $0 $0
CAROL MCCORMICK BOARD MEMBER (THRU 9/2019) 1.00
Director
$0 $0 $0
VIKKI NOYES BOARD MEMBER (THRU 9/2019) 1.00
Director
$0 $0 $0
KEVIN OVERBAY BOARD MEMBER (THRU 8/2019) 1.00
Director
$0 $0 $0
MISSY RAYMOND BOARD MEMBER(THRU 10/2019) 1.00
Director
$0 $0 $0
MARIO REYES BOARD MEMBER (THRU 8/2019) 1.00
Director
$0 $0 $0
MARC STRAUB BOARD MEMBER (THRU 9/2019) 1.00
Director
$0 $0 $0
JOANNA TEPLEY BOARD MEMBER 1.00
Director
$0 $0 $0
DEANNA WALTER BOARD MEMBER(THRU 10/2019) 1.00
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
2020 $125,397 $382,261 $1,086 $-256,864
2019 $439,791 $491,159 $502,427 $-51,368
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