UNITED WAY OF THE BAY AREA (EIN 941312348) - 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

1922

Legal Domicile

Principal Officer

KEISHA BROWDER

Phone

4158084300

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE BAY AREA, founded in 1922, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.9M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $21.4M exceeded revenue, resulting in a 54% operating deficit.

Mission

UWBA MOBILIZES THE BAY AREA TO DISMANTLE THE ROOT CAUSES OF POVERTY AND BUILD EQUITABLE PATHWAYS TO PROSPERITY. THROUGH INITIATIVES AND POLICY CHANGE, WE PROVIDE IMMEDIATE AND LONG-TERM SUPPORT FOR EMPLOYMENT, HOUSING, FINANCIAL STABILITY, AND MEETING BASIC NEEDS.

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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 $12,805,352

Program Service Revenue $66,915

Investment Income $998,513

Other Revenue $24,240

TOTAL REVENUE $13,895,020

Expense Breakdown

Grants Paid $6,674,355

Salaries & Benefits $9,276,620

Fundraising Expenses $3,256,732

Program Expenses $15,586,945

Other Expenses $5,491,562

TOTAL EXPENSES $21,442,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,895,020	$20,143,729	-0.3%
Expenses	$21,442,537	$21,591,084	0.0%
Net Income	$-7,547,517	$-1,447,355	+4.2%

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

2518

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

$661,983

Total Directors

Key Employees

$322,511

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MCCARTHY GIOIA	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JOHNSON KEVIN	SECRETARY	2.00	Officer Director	$0	$0	$0
MANZO PETE	TREASURER, CHAIR FINANCE COMMITTEE	2.00	Officer Director	$0	$0	$0
CHEN ALICE - BOARD VICE	CHAIR, CHAIR ADVANCEMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
ALAFIA JOY	DIRECTOR, CHAIR GOVERNANCE COMMITTEE	2.00	Director	$0	$0	$0
BASOCO-VILLARREAL ANISSA	DIRECTOR	2.00	Director	$0	$0	$0
BOLARIA-SHIFRIN RUBY	DIRECTOR	2.00	Director	$0	$0	$0
BRANCH MICHELLE - DIRECTOR	CHAIR PUBLIC POLICY COMMITTEE	2.00	Director	$0	$0	$0
GONZALEZ RUDY	DIRECTOR	2.00	Director	$0	$0	$0
KRIVKOVICH ALEXIS	DIRECTOR	2.00	Director	$0	$0	$0
STREET ERIC	DIRECTOR, CHAIR AUDIT COMMITTEE	2.00	Director	$0	$0	$0
BROWDER KEISHA - CHIEF	EXECUTIVE OFFICER (AS OF 10/24)	37.50	Officer	$66,561	$8,949	$75,510
BATSON KELLY - INTERIM CEO	(THRU 10/24), CCIO (AS OF 10/24)	37.50	Officer	$289,373	$31,015	$320,388
KATAOKA BRIAN	CHIEF FINANCIAL OFFICER	37.50	Officer	$240,933	$25,152	$266,085
BERINI CHRISTOPHER	CHIEF ADVANCEMENT OFFICER	37.50	Key Emp	$281,610	$40,901	$322,511
BRISSENDEN-SMITHSARA ELIZABETH	CHIEF CULTURE OFFICER (AS OF 01/25)	37.50	Highest	$159,925	$22,243	$182,168
ESCOBAR LAURA	VICE PRESIDENT, SAFETY NET SERVICES	37.50	Highest	$172,755	$47,870	$220,625
HARDEN NICOLE	VICE PRESIDENT, ECONOMIC SUCCESS	37.50	Highest	$161,134	$33,892	$195,026
CHAN JACQUELINE - VICE	PRESIDENT, EVALUATION AND LEARNING	37.50	Highest	$149,224	$11,549	$160,773
CHEUNG WINNIE	VICE PRESIDENT, TRANSFORMATION	37.50	Highest	$174,511	$21,731	$196,242

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	$13,895,020	$21,442,537	$24,186,546	$-7,547,517
2024	No data	No data	No data	No data
2023	$19,731,159	$25,051,376	$35,782,855	$-5,320,217
2022	$20,860,247	$22,744,340	$39,378,849	$-1,884,093
2021	$41,978,143	$24,256,416	$48,210,343	$17,721,727
2020	$34,442,776	$32,150,150	$28,140,055	$2,292,626
2019	$30,300,926	$32,197,306	$26,569,645	$-1,896,380
2018	$37,258,751	$37,680,067	$29,158,879	$-421,316

UNITED WAY OF THE BAY AREA