United Way of Stanislaus County (EIN 941212129) - 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

1956

Legal Domicile

Principal Officer

Keristofer Seryani

Phone

2095234562

Tax Period

2023-07-01 to 2024-06-30

United Way of Stanislaus County, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $559K, a strong 38% operating margin.

Mission

UNITED WAY OF STANISLAUS COUNTY INSPIRES UNITY AND EMPOWERS OUR COMMUNITY. OUR WORK IS TO STRENGTHEN AND CONNECT ORGANIZATIONS AND INDIVIDUALS SO THAT ALL OF OUR COMMUNITIES THRIVE. AND IT BEGINS WITH ALL OF US.

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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 $1,316,891

Program Service Revenue $0

Investment Income $25,043

Other Revenue $128,088

TOTAL REVENUE $1,470,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,621

Fundraising Expenses $0

Program Expenses $368,622

Other Expenses $643,774

TOTAL EXPENSES $911,395

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,470,022	$1,178,929	+0.2%
Expenses	$911,395	$1,095,960	-0.2%
Net Income	$558,627	$82,969	+5.7%

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

$167,796

Total Directors

$167,796

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keristofer Seryani	CEO	40.00	Officer Director	$167,796	$0	$167,796
Susan Windemuth	Member	1.00	Director	$0	$0	$0
Fred Cruz	Secretary	1.00	Officer Director	$0	$0	$0
Aaron Valencia	Member	1.00	Director	$0	$0	$0
Margaret James	Member	1.00	Director	$0	$0	$0
Courtney Parker	Member	1.00	Director	$0	$0	$0
Michelle Tetreault	Board Chair	1.00	Officer Director	$0	$0	$0
Harleen Wahid-Dail	Member	1.00	Director	$0	$0	$0
Clint Mort	Finance Chair	1.00	Officer Director	$0	$0	$0
Amy Rapier	Governance	1.00	Officer Director	$0	$0	$0
Ron Emerzian	Member	1.00	Director	$0	$0	$0
Patrick Dodd	Member	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
2025	No data	No data	No data	No data
2024	$1,470,022	$911,395	$3,375,794	$558,627
2023	$1,178,929	$1,095,960	$2,884,629	$82,969
2022	$1,142,629	$1,280,037	$2,942,253	$-137,408
2021	$1,656,282	$1,739,811	$3,487,911	$-83,529
2020	$2,747,064	$2,142,295	$3,577,344	$604,769
2019	$1,493,105	$1,567,358	$3,461,529	$-74,253
2018	$1,698,866	$1,801,030	$3,253,746	$-102,164

United Way of Stanislaus County