United Way of Fresno and Madera Counties (EIN 941156514) - 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

1924

Legal Domicile

Principal Officer

Kirk Haynes

Phone

5592433667

Tax Period

2023-07-01 to 2024-06-30

United Way of Fresno and Madera Counties, founded in 1924, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $6.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

United Way Fresno and Madera Counties creates paths to prosperity. We achieve this through resident-led and partner-supported work that acknowledges individual circumstance and prioritizes access, opportunity, and equity for all.

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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 $5,355,273

Program Service Revenue $0

Investment Income $6,178

Other Revenue $169,506

TOTAL REVENUE $5,530,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,325,258

Fundraising Expenses $765,059

Program Expenses $5,238,740

Other Expenses $4,104,269

TOTAL EXPENSES $6,429,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,530,957	$3,770,730	+0.5%
Expenses	$6,429,527	$3,776,378	+0.7%
Net Income	$-898,570	$-5,648	+158.1%

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

100

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

$54,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lindsay Fox	President & CEO	40.00	Officer	$54,394	$0	$54,394
Ratan Milevoj	Secretary	2.00	Officer Director	$0	$0	$0
Will Oliver	Director	2.00	Director	$0	$0	$0
Kurt Madden	Director	2.00	Director	$0	$0	$0
Leticia Gonzalez	Director	2.00	Director	$0	$0	$0
Nichole Mosqueda	Treasurer	2.00	Officer Director	$0	$0	$0
Ivonne Der Torosian	Vice President	2.00	Officer Director	$0	$0	$0
Kirk Haynes	Chairman	2.00	Officer Director	$0	$0	$0
Isaiah Green	Director	2.00	Director	$0	$0	$0
Misty Her	Director	2.00	Director	$0	$0	$0
Jesse Molina	Director	2.00	Director	$0	$0	$0
Scott Fetterhoff	Past Chair	2.00	Officer Director	$0	$0	$0
Angel Reyna	Director	2.00	Director	$0	$0	$0
Prince Marshall	Director	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	$5,530,957	$6,429,527	$4,452,700	$-898,570
2023	$3,770,730	$3,776,378	$3,313,221	$-5,648
2022	$5,597,643	$3,701,163	$4,089,096	$1,896,480
2021	$3,384,826	$3,103,772	$2,874,027	$281,054
2020	$2,892,428	$2,715,109	$3,705,802	$177,319
2019	$1,412,689	$1,418,123	$1,699,707	$-5,434

United Way of Fresno and Madera Counties