UNITED WAY OF UMATILLA & MORROW CO… - Form 990 Financial Data

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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

1953

Legal Domicile

Principal Officer

CHRISTINA LIEUALLEN

Phone

5412762661

Tax Period

2018-07-01 to 2019-06-30

UNITED WAY OF UMATILLA & MORROW COUNTIES, founded in 1953, is a small nonprofit that reported $140K in total revenue in fiscal year 2018. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $186K exceeded revenue, resulting in a 33% operating deficit.

Mission

UNITED WAY OF UMATILLA AND MORROW COUNTIES EMPOWERS INDIVIDUAL GIVERS TO SUPPORT THEIR COMMUNITIES IN CARING FOR THOSE IN NEED.

Program Service Accomplishments

Program 1

Expenses: $145,486 Revenue: $2,192

WE BRING TOGETHER COMMUNITY RESOURCES TO FOCUS ON KEY PROBLEMS AND ISSUES THAT UMATILLA AND MORROW COUNTY RESIDENTS FACE AND INVEST IN SOLUTIONS TO THOSE PROBLEMS. THOUGH OVER 50 LOCAL HEALTH AND...

WE BRING TOGETHER COMMUNITY RESOURCES TO FOCUS ON KEY PROBLEMS AND ISSUES THAT UMATILLA AND MORROW COUNTY RESIDENTS FACE AND INVEST IN SOLUTIONS TO THOSE PROBLEMS. THOUGH OVER 50 LOCAL HEALTH AND HUMAN SERVICE AGENCIES, UNITED WAY'S PARTNERSHIP CONNECTS THE COMMUNITY TO ENSURE PEOPLE FIND THE HELP THEY NEED.

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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 (2018)

Revenue Breakdown

Contributions & Grants $129,816

Program Service Revenue $0

Investment Income $7,399

Other Revenue $2,885

TOTAL REVENUE $140,100

Expense Breakdown

Grants Paid $98,155

Salaries & Benefits $36,943

Fundraising Expenses $6,763

Program Expenses $145,486

Other Expenses $50,662

TOTAL EXPENSES $185,760

Year-over-Year Comparison

	2018	2017	Change
Revenue	$140,100	$177,786	-0.2%
Expenses	$185,760	$206,207	-0.1%
Net Income	$-45,660	$-28,421	+0.6%

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

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

$41,351

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RITA ROSENBERG	CHAIR	1.50	Officer Director	$0	$0	$0
ROMAN OLIVERA	VICE CHAIR	0.50	Officer Director	$0	$0	$0
DEBRA WAINWRIGHT	TREASURER	1.50	Officer Director	$0	$0	$0
SHERYLL BATES	BOARD MEMBER	0.50	Director	$0	$0	$0
RENATA BAKER	BOARD MEMEBER	0.50	Director	$0	$0	$0
KATHY JACKSON	BOARD MEMEBER (THROUGH 12/2018)	0.50	Director	$0	$0	$0
DAN TURLEY	BOARD MEMEBER	0.50	Director	$0	$0	$0
MICHELL WELLINGTON	BOARD MEMEBER	0.50	Director	$0	$0	$0
JOE ZOSKE	BOARD MEMEBER	40.00	Director	$0	$0	$0
KRICKET NICHOLSON	EXECUTIVE DIRECTOR (THROUGH 12/2018)	40.00	Officer	$41,351	$0	$41,351
CHRISTY LIEUALLEN	EXECUTIVE DIRECTOR	30.00	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
2019	$140,100	$185,760	$178,450	$-45,660
2019	No data	$109,158	No data	No data
2018	$177,786	$206,207	$300,148	$-28,421

UNITED WAY OF UMATILLA & MORROW COUNTIES