United Way of the Columbia-Willamette (EIN 930582124) - 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

1952

Legal Domicile

Principal Officer

Kelly O'Lague

Phone

5032269321

Tax Period

2023-07-01 to 2024-06-30

United Way of the Columbia-Willamette, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $25.3M in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum.

Mission

Helping people, changing lives, making every contribution count.

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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 $23,608,657

Program Service Revenue $105,520

Investment Income $1,471,852

Other Revenue $101,921

TOTAL REVENUE $25,287,950

Expense Breakdown

Grants Paid $16,981,823

Salaries & Benefits $5,380,267

Fundraising Expenses $1,625,266

Program Expenses $22,026,583

Other Expenses $2,996,869

TOTAL EXPENSES $25,358,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,287,950	$14,838,811	+0.7%
Expenses	$25,358,959	$15,727,353	+0.6%
Net Income	$-71,009	$-888,542	-0.9%

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

4086

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

$1,102,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Isaac Cardona	Secretary	1.00	Officer Director	$0	$0	$0
Mihir Patel	Vice-Chair	1.00	Officer Director	$0	$0	$0
Kim Spaulding	Director	1.00	Director	$0	$0	$0
Pradeep Tempalli	Director	1.00	Director	$0	$0	$0
Deborah Dang	Treasurer	1.00	Officer Director	$0	$0	$0
Ashlee Irwin	Director	1.00	Director	$0	$0	$0
Tichelle Sorensen	Chair	1.00	Officer Director	$0	$0	$0
Yves Labissiere PhD	Director	1.00	Director	$0	$0	$0
Staci B Martin EdD	Director	1.00	Director	$0	$0	$0
Mari F McBurney	Director	1.00	Director	$0	$0	$0
Jose Luis Nava	Director	1.00	Director	$0	$0	$0
Mary Kay Sosa	Director	1.00	Director	$0	$0	$0
Susan Stearns MBA MA	Director	1.00	Director	$0	$0	$0
Jonathan Wells	Director	1.00	Director	$0	$0	$0
Kelly O'Lague	CEO	50.00	Officer	$290,261	$9,253	$299,514
Kori Dye-Gregg	COO	50.00	Officer	$182,278	$14,613	$196,891
Dahnesh Medora	Chief Impact Officer	50.00	Officer	$164,039	$23,242	$187,281
Adrian McCarthy	VP - Marketing & Communication	50.00	Officer	$134,867	$13,649	$148,516
Aaron McKay	Director - IT	50.00	Officer	$123,073	$17,115	$140,188
David Rogers	Former Chief Development Officer	50.00	Officer	$128,674	$1,157	$129,831
Frances Sallah	Early Learning Director	50.00	Highest	$113,939	$21,853	$135,792
Margaret Day	Early Learning Director	50.00	Highest	$125,039	$7,591	$132,630
Begona Rodriguez-Liern	Early Learning Director	50.00	Highest	$114,432	$7,554	$121,986
Linda King	Director of Housing Stability	50.00	Highest	$108,369	$8,203	$116,572
Nicole LaRose	Director - Corporate Partnerships	50.00	Highest	$103,108	$7,474	$110,582

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	$25,287,950	$25,358,959	$41,738,713	$-71,009
2023	$14,838,811	$15,727,353	$38,688,784	$-888,542
2022	$14,216,654	$15,063,891	$37,900,645	$-847,237
2021	$37,813,880	$17,370,617	$45,244,176	$20,443,263
2020	$27,522,630	$27,202,421	$22,306,039	$320,209
2019	$23,361,606	$23,252,171	$21,229,315	$109,435
2018	$23,540,071	$23,755,644	$21,945,954	$-215,573

United Way of the Columbia-Willamette