UNITED WAY OF LANE COUNTY (EIN 930394142) - 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

1946

Legal Domicile

Principal Officer

NOREEN DUNNELLS

Phone

5417416000

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF LANE COUNTY, founded in 1946, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2023.

Mission

WE ENGAGE COMMUNITY MEMBERS FROM ALL SECTORS TO COME TOGETHER TO CREATE POSITIVE CHANGE AND INVEST STRATEGICALLY IN THE PROGRAMS AND COALITIONS THAT WILL HAVE A STRONG IMPACT ON CURRENT NEEDS AND FUTURE CHALLENGES.

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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 $4,737,167

Program Service Revenue $0

Investment Income $23,101

Other Revenue $145,134

TOTAL REVENUE $4,905,402

Expense Breakdown

Grants Paid $2,132,628

Salaries & Benefits $2,232,822

Fundraising Expenses $473,293

Program Expenses $3,809,705

Other Expenses $429,296

TOTAL EXPENSES $4,794,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,905,402	$5,033,438	0.0%
Expenses	$4,794,746	$5,222,510	-0.1%
Net Income	$110,656	$-189,072	-1.6%

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

800

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

$312,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOREEN DUNNELLS	PRESIDENT AN	40.00	Officer	$170,964	$17,520	$188,484
CATHI MCNUTT	CFO	40.00	Officer	$114,636	$9,826	$124,462
JENNIFER SPRY	VP FINANCE &	N/A	Officer	$0	$0	$0
JACKIE HOONJAN	CHAIR	4.00	Officer Director	$0	$0	$0
SAMANTHA SORENSEN	TREASURER	4.00	Officer Director	$0	$0	$0
CHRIS MARTIN	CHAIR ELECT	4.00	Officer Director	$0	$0	$0
DELEESA MEASHINTUBBY	SECRETARY	4.00	Officer Director	$0	$0	$0
SARAH MEDARY	MEMBER AT LA	4.00	Director	$0	$0	$0
COLLINA BEARD	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDY FERNANDEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
RON GREEN	BOARD MEMBER	2.00	Director	$0	$0	$0
TADASHI JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
EMILY MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN ORDONEX	BOARD MEMBER	2.00	Director	$0	$0	$0
STUART RAMSING	BOARD MEMBER	2.00	Director	$0	$0	$0
LANE TOMPKINS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMESON AUTEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MAREE BEERS	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICK CHINN	BOARD MEMBER	2.00	Director	$0	$0	$0
MEGAN SHULTZ	BOARD MEMBER	2.00	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
2025	No data	No data	No data	No data
2024	$4,905,402	$4,794,746	$5,620,705	$110,656
2023	$5,033,438	$5,222,510	$5,512,533	$-189,072
2022	$5,129,359	$5,297,154	$5,856,264	$-167,795
2021	$7,869,717	$6,583,869	$6,356,824	$1,285,848
2020	$8,331,803	$8,103,097	$5,409,955	$228,706
2019	$7,812,397	$8,492,909	$5,153,242	$-680,512
2018	$8,829,010	$8,465,314	$5,537,653	$363,696

UNITED WAY OF LANE COUNTY