UNITED WAY FOUNDATION OF CENTRAL WA

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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

1996

Legal Domicile

Principal Officer

KAYLENE STILES

Phone

5092481557

Tax Period

2023-10-01 to 2024-09-30

UNITED WAY FOUNDATION OF CENTRAL WA, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $97K in total revenue in fiscal year 2023. Revenue surged 378% from the prior year, signaling strong growth momentum. Expenses of $119K exceeded revenue, resulting in a 22% operating deficit.

Mission

UNITED WAY FOUNDATION OF CENTRAL WASHINGTON'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT HUMAN SERVICES BY PROVIDING SUPPORT THROUGH UNITED WAY OF CENTRAL WASHINGTON.

Program Service Accomplishments

Program 1

Expenses: $113,458

PROVIDE SUPPORT TO UNITED WAY OF CENTRAL WASHINGTON WHICH USES FUNDS TO SUPPORT HUMAN SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $97,451

Other Revenue $0

TOTAL REVENUE $97,451

Expense Breakdown

Grants Paid $106,655

Salaries & Benefits $0

Fundraising Expenses $1,458

Program Expenses $113,458

Other Expenses $12,119

TOTAL EXPENSES $118,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,451	$20,377	+3.8%
Expenses	$118,774	$113,529	+0.0%
Net Income	$-21,323	$-93,152	-0.8%

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

N/A

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

$99,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRESSA MERCY	DIRECTOR	0.50	Director	$0	$0	$0
LARRY MATTSON	DIRECTOR	0.50	Director	$0	$0	$0
ALEX HODGE	VICE PRESIDENT	0.50	Director	$0	$0	$0
LAURA TERRAZAS	DIRECTOR	0.50	Director	$0	$0	$0
TONY KLEIN	PRESIDENT	0.50	Officer Director	$0	$0	$0
HILARY TANNEBERG	TREASURER	0.50	Officer Director	$0	$0	$0
RYAN FRANKLIN	DIRECTOR	0.50	Director	$0	$0	$0
KAYLENE STILES	SECRETARY	0.50	Officer	$0	$99,350	$99,350

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	No data	No data	$1,345,180	No data
2024	$97,451	$118,774	$1,518,697	$-21,323
2023	$20,377	$113,529	$1,345,180	$-93,152
2022	$47,908	$104,404	$1,368,667	$-56,496
2021	$104,762	$78,090	$1,636,787	$26,672
2020	$110,984	$48,997	$1,451,509	$61,987
2019	$73,549	$199,715	$1,401,182	$-126,166
2018	$60,511	$60,785	$1,580,981	$-274