UNITED WAY OF NORTHERN CALIFORNIA (EIN 941251675) - 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

1953

Legal Domicile

Principal Officer

KALIE BRISBON

Phone

5302417521

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF NORTHERN CALIFORNIA, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.2M in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $4.8M left a modest 7% surplus.

Mission

TO IMPROVE LIVES IN NORTHERN CALIFORNIA BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH BY MODILIZING AND INTEGRATING RESOURCES AND THE CARING POWER OF THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,957,696

Program Service Revenue $134,004

Investment Income $27,382

Other Revenue $46,181

TOTAL REVENUE $5,165,263

Expense Breakdown

Grants Paid $1,410,977

Salaries & Benefits $2,181,775

Fundraising Expenses $121,021

Program Expenses $3,750,769

Other Expenses $1,209,686

TOTAL EXPENSES $4,802,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,165,263	$3,071,565	+0.7%
Expenses	$4,802,438	$4,891,253	0.0%
Net Income	$362,825	$-1,819,688	-1.2%

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

$136,631

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY OLMSTEAD	PRESIDENT AND CEO	40.00	Officer	$117,831	$18,800	$136,631
SONIA SULLIVAN-AERY	CHAIRMAN	3.00	Officer Director	$0	$0	$0
SCOTT FREDRICK	VICE CHAIR	3.00	Officer Director	$0	$0	$0
KRISTIN BEHRENS	SECRETARY	3.00	Officer Director	$0	$0	$0
DANNA PRATER	TREASUER	3.00	Director	$0	$0	$0
BRUCE MCPHEE	DEVELOPMENT CHAIR	2.00	Director	$0	$0	$0
CANDY CARLSON	MEMBER	2.00	Director	$0	$0	$0
CHARNPREET MALKA	MEMBER	2.00	Director	$0	$0	$0
COLLIN BOGENER	MEMBER	2.00	Director	$0	$0	$0
GREG BALKOVEK	MEMBER	2.00	Director	$0	$0	$0
JACK POTTER	MEMBER	2.00	Director	$0	$0	$0
JANET GOODSON	MEMBER	2.00	Director	$0	$0	$0
JIM CLONEY	MEMBER	2.00	Director	$0	$0	$0
JOHN ANDOH	MEMBER	2.00	Director	$0	$0	$0
LISA GERACI	MEMBER	2.00	Director	$0	$0	$0
MARIE DOTSON	MEMBER	2.00	Director	$0	$0	$0
RYLEE PEDOTTI	MEMBER	2.00	Director	$0	$0	$0
TECKLA JOHNSON	MEMBER	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
2024	$5,165,263	$4,802,438	$2,435,685	$362,825
2023	$3,071,565	$4,891,253	$2,175,519	$-1,819,688
2022	$5,029,646	$6,296,052	$3,450,043	$-1,266,406
2021	$4,887,789	$6,328,398	$4,668,549	$-1,440,609
2020	$4,222,735	$5,937,398	$5,880,786	$-1,714,663
2019	$5,761,842	$5,671,463	$7,547,504	$90,379
2018	$9,733,450	$2,502,725	$7,541,884	$7,230,725

UNITED WAY OF NORTHERN CALIFORNIA