UNITED WAYS OF CALIFORNIA (EIN 941646369) - 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

1987

Legal Domicile

Principal Officer

PETER MANZO

Phone

2138086227

Tax Period

2023-01-01 to 2023-12-31

UNITED WAYS OF CALIFORNIA, founded in 1987, is a mid-sized nonprofit in the Community Improvement sector that reported $39.2M in total revenue in fiscal year 2023. Revenue surged 554% from the prior year, signaling strong growth momentum.

Mission

IMPROVES THE HEALTH, EDUCATION AND FINANCIAL RESULTS FOR LOW INCOME CHILDREN AND FAMILIES BY ENHANCING AND COORDINATING THE COMMUNITY IMPACT WORK OF CALIFORNIAS UNITED WAYS.

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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 $38,793,124

Program Service Revenue $362,575

Investment Income $0

Other Revenue $0

TOTAL REVENUE $39,155,699

Expense Breakdown

Grants Paid $32,330,653

Salaries & Benefits $3,518,332

Fundraising Expenses $175,916

Program Expenses $37,633,464

Other Expenses $2,896,677

TOTAL EXPENSES $38,745,662

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,155,699	$5,982,663	+5.5%
Expenses	$38,745,662	$5,003,536	+6.7%
Net Income	$410,037	$979,127	-0.6%

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

$460,693

Total Directors

$226,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT CHAVEZ	CFO	040.00	Officer	$215,815	$18,306	$234,121
PETER MANZO	PRESIDENT CEO	040.00	Officer Director	$206,502	$20,070	$226,572
APPLE MUSNI	DIRECTOR	001.00	Director	$0	$0	$0
ANNE WILSON	CHAIR	002.00	Officer Director	$0	$0	$0
LARRY OLMSTEAD	DIRECTOR	001.00	Director	$0	$0	$0
LISA WRIGHT	DIRECTOR	001.00	Director	$0	$0	$0
STEFAN BRADLEY TO SEP 2023	DIRECTOR	001.00	Director	$0	$0	$0
JAMES OLSON	DIRECTOR	001.00	Director	$0	$0	$0
HUGE MORALES	DIRECTOR	001.00	Director	$0	$0	$0
BOB WALKER FROM SEP 2023	DIRECTOR	001.00	Director	$0	$0	$0
NANCY SASAKI FROM DEC 2023	DIRECTOR	001.00	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	No data	No data	No data	No data
2023	$39,155,699	$38,745,662	$9,365,349	$410,037
2022	$5,982,663	$5,003,536	$5,614,193	$979,127
2021	$4,525,809	$3,641,893	$4,715,619	$883,916
2020	$11,416,763	$11,083,337	$3,516,146	$333,426
2019	$5,180,186	$5,448,790	$2,859,108	$-268,604
2018	$2,062,503	$2,462,806	$1,424,137	$-400,303

UNITED WAYS OF CALIFORNIA