UNITED WAY OF LEWIS COUNTY

EIN: 910715071 501(c)(3) Philanthropy & Grantmaking

CHEHALIS, WA

Total Revenue
$5,379,636
Total Expenses
$5,309,786
Total Assets
$3,959,583
Net Assets
$1,371,316
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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
1963
Legal Domicile
WA
Principal Officer
GRETCHEN MOORE
Phone
3607488100
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF LEWIS COUNTY, founded in 1963, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 1090% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF UNITED WAY OF LEWIS COUNTY IS CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN LEWIS COUNTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,341,924
Program Service Revenue $0
Investment Income $61,139
Other Revenue $-23,427
TOTAL REVENUE $5,379,636

Expense Breakdown

Grants Paid $102,049
Salaries & Benefits $229,897
Fundraising Expenses $33,895
Program Expenses $5,142,577
Other Expenses $4,977,840
TOTAL EXPENSES $5,309,786

Year-over-Year Comparison

2024 2023 Change
Revenue $5,379,636 $451,889 +10.9%
Expenses $5,309,786 $430,697 +11.3%
Net Income $69,850 $21,192 +2.3%
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

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Governance

Voting Members
15
Independent Members
15
Employees
4
Volunteers
15

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
9
$71,977
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHANNON GLENN PRESIDENT 1.00
Officer Director
$0 $0 $0
LYNN BRAUN PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
ANGIE BROWN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
GRETCHEN MOORE TREASURER 1.00
Officer Director
$0 $0 $0
AMY HOWLETT SECRETARY 1.00
Officer Director
$0 $0 $0
DEREK BURGER OFFICER AT LARGE 1.00
Officer Director
$0 $0 $0
ANGELA DICKSON BOARD MEMBER 1.00
Director
$0 $0 $0
HOLLY ABBARNO BOARD MEMBER 1.00
Director
$0 $0 $0
DIANNE DOREY BOARD MEMBER 1.00
Director
$0 $0 $0
JONATHAN MCMILLAN BOARD MEMBER 1.00
Director
$0 $0 $0
KATHRYN DEMARAY BOARD MEMBER 1.00
Director
$0 $0 $0
MARIA AYERS BOARD MEMBER 1.00
Director
$0 $0 $0
SUE MULLER BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC BLANCO BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC SONNENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
ANNALEE TOBEY BOARD MEMBER 1.00
Director
$0 $0 $0
ANNIE OIEN EXECUTIVE DIRECTOR 40.00
Officer
$71,977 $0 $71,977
CHRIS JUDD RESOURCE DEVELOPMENT DIRECTOR 40.00
Officer
$0 $0 $0
JEN SCHARBER FINANCIAL AND ADMINISTRATIVE COORDINATOR 40.00
Officer
$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
2025 $5,379,636 $5,309,786 $3,959,583 $69,850
2024 $451,889 $430,697 $2,167,276 $21,192
2023 $402,487 $501,814 $2,142,676 $-99,327
2022 $567,094 $489,768 $2,224,928 $77,326
2021 $786,202 $698,838 $1,379,577 $87,364
2020 $820,386 $611,467 $1,276,045 $208,919
2019 $451,676 $429,320 $1,080,929 $22,356
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