UNITED WAY OF THE MID-WILLAMETTE VALLEY (EIN 930395586) - 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

1937

Legal Domicile

Principal Officer

Matthew Casebeer

Phone

5033631651

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF THE MID-WILLAMETTE VALLEY, founded in 1937, is a mid-sized nonprofit that reported $12.6M in total revenue in fiscal year 2023.

Mission

Our work is centralized around four focus areas: developing housing for all, strengthening children and families, building community capacity and meeting basic needs.

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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 $12,301,808

Program Service Revenue $185,118

Investment Income $82,092

Other Revenue $39,214

TOTAL REVENUE $12,608,232

Expense Breakdown

Grants Paid $1,380,323

Salaries & Benefits $1,586,167

Fundraising Expenses $151,992

Program Expenses $12,217,033

Other Expenses $9,989,129

TOTAL EXPENSES $12,955,619

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,608,232	$11,893,624	+0.1%
Expenses	$12,955,619	$9,908,622	+0.3%
Net Income	$-347,387	$1,985,002	-1.2%

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

200

Volunteers

1609

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

$220,930

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHONDA WOLF	CEO	39.00	Officer	$125,050	$9,260	$134,310
KEVIN COUEY	CFO	40.00	Officer	$85,226	$1,394	$86,620
JORDAN TRUITT	VICE CHAIR	1.00	Director	$0	$0	$0
LUIS MOLINA	Director	1.00	Director	$0	$0	$0
KEVIN CAMERON	Secretary	1.00	Officer Director	$0	$0	$0
MATTHEW CASEBEER	CHAIR	1.00	Officer Director	$0	$0	$0
GEOFF TIFFANY	Director	1.00	Director	$0	$0	$0
RANDI BURAL	Director	1.00	Director	$0	$0	$0
KATIE COSTIC	Director	1.00	Director	$0	$0	$0
LESA GOFF	Director	1.00	Director	$0	$0	$0
RYAN RASMUSSEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MORGAN SUND	Treasurer	1.00	Officer Director	$0	$0	$0
ALEJANDRO VAZQUEZ	Director	1.00	Director	$0	$0	$0
TAMI LEVIN	Director	1.00	Director	$0	$0	$0
RAUL MARQUEZ	Director	1.00	Director	$0	$0	$0
RICARDO SOTO GONZALES	Director	1.00	Director	$0	$0	$0
WENDY LAUDETTE	Director	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
2024	No data	No data	No data	No data
2023	$12,608,232	$12,955,619	$7,132,349	$-347,387
2022	$11,893,624	$9,908,622	$6,803,051	$1,985,002
2021	$5,986,237	$5,792,615	$5,554,350	$193,622
2020	$5,960,085	$4,720,638	$4,723,129	$1,239,447
2019	$3,212,398	$2,773,250	$3,453,523	$439,148
2018	$2,183,039	$2,100,333	$2,739,815	$82,706

UNITED WAY OF THE MID-WILLAMETTE VALLEY