WOODLAND UNITED WAY

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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

1979

Legal Domicile

Principal Officer

MIKE JANSEN

Phone

5306623633

Tax Period

2018-07-01 to 2019-06-30

WOODLAND UNITED WAY, founded in 1979, is a small nonprofit that reported $257K in total revenue in fiscal year 2018. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 18% operating margin.

Mission

WOODLAND UNITED WAY IS DEDICATED TO IMPROVING THE QUALITY OF LIFE IN YOLO COUNTY BY MOBILIZING PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES AND ADVANCE THE COMMON GOOD.

Program Service Accomplishments

Program 1

Expenses: $27,974 Revenue: $1,450

COMMUNITY BUILDING - WOODLAND UNITED WAY PARTICIPATES IN BUILDING RELATIONSHIPS WITH AND BETWEEN COMMUNITY ENTITIES INCLUDING: LARGE AND SMALL BUSINESSES, LOCAL GOVERNMENT (ELECTED OFFICIALS AND...

COMMUNITY BUILDING - WOODLAND UNITED WAY PARTICIPATES IN BUILDING RELATIONSHIPS WITH AND BETWEEN COMMUNITY ENTITIES INCLUDING: LARGE AND SMALL BUSINESSES, LOCAL GOVERNMENT (ELECTED OFFICIALS AND STAFF,) NON- PROFITS, COMMUNITY- BASED ORGANIZATIONS, SCHOOLS AND CHURCHES, AS WELL AS, WITH INDIVIDUAL DONORS, VOLUNTEERS AND PEOPLE IN NEED. EXAMPLES OF THIS INCLUDE: RESOURCE AND REFERRAL, NON-PROFIT CERTIFICATION, COMMUNITY CONVENINGS, TRAININGS, PROMOTION AND ADVOCACY, PRESENTATIONS AND VOLUNTEER RECRUITMENT.

Program 2

Expenses: $100,856 Revenue: $84,915

IMPACT PROGRAMS - PROGRAMS THAT HELP CHILDREN AND FAMILIES TO THRIVE THROUGH COMMUNITY PARTNERSHIPS, ESPECIALLY OUR SCHOOLS. EXAMPLES: READ TO SUCCEED TUTORS, KINDERCAMP, KINDERSAVE, WOODLAND KIDS...

IMPACT PROGRAMS - PROGRAMS THAT HELP CHILDREN AND FAMILIES TO THRIVE THROUGH COMMUNITY PARTNERSHIPS, ESPECIALLY OUR SCHOOLS. EXAMPLES: READ TO SUCCEED TUTORS, KINDERCAMP, KINDERSAVE, WOODLAND KIDS READ AND DREAM, IMAGINATION LIBRARY, BOOK GRANTS AND AMERICORPS VISTA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $258,164

Program Service Revenue $6,457

Investment Income $65

Other Revenue $-7,220

TOTAL REVENUE $257,466

Expense Breakdown

Grants Paid $3,115

Salaries & Benefits $97,629

Fundraising Expenses $24,787

Program Expenses $128,830

Other Expenses $109,284

TOTAL EXPENSES $210,028

Year-over-Year Comparison

	2018	2017	Change
Revenue	$257,466	$187,094	+0.4%
Expenses	$210,028	$184,528	+0.1%
Net Income	$47,438	$2,566	+17.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE JANSEN	PRESIDENT/AA	2.00	Officer Director	$0	$0	$0
MEGAN PRICE	TREASURER	2.00	Officer Director	$0	$0	$0
DERREK KAFF	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON MCCLARIN	EDUCATION CO	2.00	Director	$0	$0	$0
CARMEN PEREA	SECRETARY	2.00	Director	$0	$0	$0
CHARLES PIAZZA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN PURCELL	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA SONIN	DIRECTOR	2.00	Director	$0	$0	$0
LORI ROSS	EXECUTIVE DI	2.00	Officer	$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
2019	$257,466	$210,028	No data	$47,438
2018	$187,094	$184,528	$171,916	$2,566