Valdez United Way (EIN 920090499) - 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

1983

Legal Domicile

Principal Officer

Kent Brown

Tax Period

2023-01-01 to 2023-12-31

Valdez United Way, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $112K in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. Net assets of $266K represent 28 months of operating reserves.

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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 $109,826

Program Service Revenue $0

Investment Income $2,354

Other Revenue $0

TOTAL REVENUE $112,180

Expense Breakdown

Grants Paid $107,161

Salaries & Benefits $0

Fundraising Expenses $1,682

Program Expenses $108,846

Other Expenses $7,768

TOTAL EXPENSES $114,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,180	$56,743	+1.0%
Expenses	$114,929	$114,334	+0.0%
Net Income	$-2,749	$-57,591	-1.0%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Edmore Mangena	Board Member	Director	$0	$0	$0
Anne Branshaw	Board Member	Director	$0	$0	$0
Leslie Bowman	Board Member	Director	$0	$0	$0
Sandra Johns	Board Member	Director	$0	$0	$0
Nia Lilidahl	Board Member	Director	$0	$0	$0
Kent Brown	President	Officer Director	$0	$0	$0
Kim Keller	Treasurer	Officer Director	$0	$0	$0
Rowena Palomar	Secretary	Officer 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	No data	No data	No data	No data
2023	$112,180	$114,929	$411,994	$-2,749
2022	$56,743	$114,334	$415,351	$-57,591
2021	$89,399	$99,476	$458,836	$-10,077
2020	$34,853	$92,799	$441,481	$-57,946
2019	$109,075	$126,506	$550,060	$-17,431
2018	$135,769	$181,546	$634,988	$-45,777

Valdez United Way