United Way of the Columbia-Willamette

EIN: 930582124 501(c)(3) Philanthropy & Grantmaking

Portland, OR

Total Revenue
$25,287,950
Total Expenses
$25,358,959
Total Assets
$41,738,713
Net Assets
$38,073,549
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1952
Legal Domicile
OR
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

Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O.

Program Service Accomplishments

Program 1
Expenses: $17,984,155

Convening/Backbone SupportEarly Learning Hubs - Every child should arrive at kindergarten ready for school success. That's why UWCW is proud to co-manage two regional hubs focused on early learning...

Read more

Convening/Backbone SupportEarly Learning Hubs - Every child should arrive at kindergarten ready for school success. That's why UWCW is proud to co-manage two regional hubs focused on early learning: Early Learning Multnomah (ELM) and Early Learning Washington County (ELWC). In Oregon, there are 16 hubs, or regional-based groups, appointed by the State of Oregon's Early Learning Council that are designed with the intent to improve educational outcomes for Oregon's youngest children, age 0-6. (see Schedule O for more information)Under the early learning hub model, all sectors that touch early childhood education (early childhood educators; K-12 school districts; health, social, and human service organizations; nonprofits; municipalities; and the private sector) are tasked with working together to align their services in order ensure that children arrive at school prepared to learn, with an equal opportunity to succeed.Albina Rockwood Promise Neighborhood Initiative (ARPNI) - ARPNI is a U.S. Department of Education multi-million-dollar federal grant to support neighborhoods of opportunity by providing a continuum of school readiness and academic services, as well as family and community supports, to children from early childhood through college-and beyond. The five-year program is led by Self Enhancement, Inc., in partnership with Albina Head Start, Immigrant and Refugee Community Organization, Latino Network, Metropolitan Family Service, Native American Youth and Family Center, UWCW, Portland Public Schools, and Reynolds School District. UWCW is spearheading the research component of the initiative, surveying community members in the Albina and Rockwood neighborhoods and surveying students in our partner middle and high schools. The survey results will help identify community priorities like neighborhood safety, affordable housing as well as school activities, with the goal of understanding what students need from cradle to career, both at home and at school. Disaster & Crisis Resiliency: After the devastating wildfires in 2020, there was a need to help communities foster strong resilience and support. Thus, the Disaster Resiliency Learning Collaborative was launched with the help of the Oregon Health Authority and Trauma Informed Oregon. This seven-week, multi-language pilot program convened 15 community-based organizations and 28 community leaders of color to focus on healing from the 2020 wildfires and the ongoing threat of climate related disasters in our region. After the educational program had finished, organizations who participated in the program were eligible to apply for a grant, and United Way of the Columbia-Willamette was able to provide funds to 12 community-based organizations totaling $179,000 for projects to build resilience for communities of color most prone to climate-related disasters such as wildfires, heatwaves and floods. The program proved to be so successful that the Oregon Health Authority awarded United Way of the Columbia-Willamette and Trauma Informed Oregon $415,000 to continue the work of this important program.

Program 2
Expenses: $3,736,593 Revenue: $101,921

Community Investment Housing Stability: In 2021, United Way of the Columbia-Willamette granted Oregon Law Center $200,000 to expand their capacity to provide legal help to families facing eviction...

Read more

Community Investment Housing Stability: In 2021, United Way of the Columbia-Willamette granted Oregon Law Center $200,000 to expand their capacity to provide legal help to families facing eviction. The grant allowed Oregon Law Center to recruit lawyers who reflect the communities they serve while also providing families of color access to multilingual eviction prevent support. (See Schedule O for more information)The support paved the way for Oregon Law Center, Portland Housing Bureau's Rental Services Office, and Portland Community College's CLEAR Clinic to launch the Eviction Legal Defense Program with $3 million provided by the Portland Housing Bureau. United Way of the Columbia-Willamette serves as an administrative hub and pays the costs to remedy evictions which may also include rent arrears for participants in the program. This collaboration serves those in our community receiving 30% to 60% of area median income, and many of the clients we have referred to the program are facing arrears of more than $6,000, the average eviction rate for Multnomah County. To date, we have helped prevent 165 households from becoming houseless through lawyer assistance and rent arrears. After years of pandemic disruption, the need for this support will only grow, and we look forward to expanding this important eviction prevention program alongside our partners.Donor Choice - United Way offers donor the opportunity to designate their gift directly to 501 (3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community. This allows donors to support multiple organizations with one contribution, all while supporting the United Way of the Columbia-Willamette's mission of engaging the community to improve lives.

Program 3
Expenses: $305,835 Revenue: $105,520

Hands on Greater Portland - Hands on Greater Portland activities focus on results-based, meaningful volunteer service and the belief that volunteers enrich their lives and the lives of others when...

Read more

Hands on Greater Portland - Hands on Greater Portland activities focus on results-based, meaningful volunteer service and the belief that volunteers enrich their lives and the lives of others when they address community needs. The program strives to connect volunteers with opportunities to meet important community needs, including senior services, education, services for the homeless, and restoration of the environment.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
14
Independent Members
14
Employees
63
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
10
$1,102,221
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
5
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
Explore More Nonprofits
Top 100 Nonprofits in Oregon Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare United Way of the Columbia-Willamette with other nonprofits in Oregon and across the country.