UNITED WAY CALIFORNIA CAPITAL (EIN 941225382) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1952

Legal Domicile

Principal Officer

DR DAWNTE EARLY

Phone

9163683000

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY CALIFORNIA CAPITAL, founded in 1952, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.7M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

UWCCR WAS ORGANIZED TO RAISE FUNDS FOR THE FINANCING OF A VARIETY OF CHARITABLE, NOT-FOR-PROFIT HEALTH AND WELFARE ORGANIZATIONS.

🔒

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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,174,673

Program Service Revenue $0

Investment Income $309,390

Other Revenue $224,015

TOTAL REVENUE $13,708,078

Expense Breakdown

Grants Paid $7,050,091

Salaries & Benefits $5,350,652

Fundraising Expenses $1,661,479

Program Expenses $10,370,350

Other Expenses $1,436,229

TOTAL EXPENSES $13,836,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,708,078	$10,672,413	+0.3%
Expenses	$13,836,972	$12,118,706	+0.1%
Net Income	$-128,894	$-1,446,293	-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

Governance

Voting Members

Independent Members

Employees

Volunteers

450

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

$382,845

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DAWNTE EARLY	PRESIDENT/CEO AND SECRETARY	39.00	Officer	$258,577	$15,478	$274,055
AMBER LOVETT	CHIEF, RESOURCE DEVELOPMENT & MARKETING	39.00	Highest	$139,074	$23,556	$162,630
MICHAEL HOWELL	CHIEF, DATA & LEARNING	39.00	Highest	$135,965	$14,432	$150,397
CORRINE MORRISON	CFO	39.00	Officer	$104,199	$4,591	$108,790
RICHARD PAN	CHAIR	1.00	Officer Director	$0	$0	$0
RUTH MILLER	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DAVID BOWEN	TREASURER	1.00	Officer Director	$0	$0	$0
OYANGO SNELL	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
STEVE LINS	DIRECTOR	1.00	Director	$0	$0	$0
TAHIRA CUNNINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
ERIC GRABIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MARK ULLRICH	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY SANDEEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM HEWITT	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA SELLNER	DIRECTOR	1.00	Director	$0	$0	$0
CHEVELLE NEWSOME	DIRECTOR	1.00	Director	$0	$0	$0
TODD HABETS	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN MULLINS	DIRECTOR	1.00	Director	$0	$0	$0
BRAD FREEBURG	DIRECTOR	1.00	Director	$0	$0	$0
RANDY ROJAS	DIRECTOR	1.00	Director	$0	$0	$0
JOAQUIN RAZO	DIRECTOR	1.00	Director	$0	$0	$0
FABRIZIO SASSO	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA SHEARED	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SIMONDS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SWARTOS	DIRECTOR	1.00	Director	$0	$0	$0
VELMA SYKES	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN TURPIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE CABLE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE GREENLY	DIRECTOR	1.00	Director	$0	$0	$0
JASON CLARKE	DIRECTOR	1.00	Director	$0	$0	$0
JULIE QUINN	DIRECTOR	1.00	Director	$0	$0	$0
BRETT STUDHOLME	DIRECTOR	1.00	Director	$0	$0	$0
DR BJ SNOWDEN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY SANTANELLI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PETROVICH	DIRECTOR	1.00	Director	$0	$0	$0
AMY KRAUSE	DIRECTOR	1.00	Director	$0	$0	$0
SEPTEMBER HARGROVE	DIRECTOR	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	$13,708,078	$13,836,972	$14,529,658	$-128,894
2023	$10,672,413	$12,118,706	$14,443,320	$-1,446,293
2022	$10,345,904	$12,257,525	$15,329,866	$-1,911,621
2021	$25,165,420	$15,439,187	$17,085,587	$9,726,233
2020	$11,771,671	$12,577,737	$7,887,482	$-806,066
2020	$11,771,671	$12,577,737	$7,887,482	$-806,066
2019	$12,715,941	$12,406,914	$8,318,932	$309,027
2018	$10,111,519	$10,244,103	$6,972,133	$-132,584
2017	$10,390,522	$10,025,623	$7,241,534	$364,899

UNITED WAY CALIFORNIA CAPITAL