United Way of Merced County (EIN 942633265) - 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

1954

Legal Domicile

Principal Officer

Robert Hypes

Phone

2094465042

Tax Period

2024-07-01 to 2025-06-30

United Way of Merced County, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 33% operating margin.

Mission

We mobilize the caring power of our community to advance health stability and opportunity for all.

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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 $2,316,701

Program Service Revenue $4,057,854

Investment Income $75,063

Other Revenue $46,605

TOTAL REVENUE $6,496,223

Expense Breakdown

Grants Paid $675,039

Salaries & Benefits $2,457,703

Fundraising Expenses $28,802

Program Expenses $3,713,614

Other Expenses $1,218,376

TOTAL EXPENSES $4,351,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,496,223	$5,597,150	+0.2%
Expenses	$4,351,118	$5,575,634	-0.2%
Net Income	$2,145,105	$21,516	+98.7%

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

$223,466

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Hypes	Chief Executive Officer	40.00	Officer	$107,760	$13,350	$121,110
Jonathan Towell	Chief Operating Officer	40.00	Officer	$93,956	$8,400	$102,356
Susan Walsh	President	1.00	Officer Director	$0	$0	$0
Joy Alexander	Vice President	1.00	Officer Director	$0	$0	$0
Jessica Moran	Treasurer	1.00	Officer Director	$0	$0	$0
Sheilah Brooks	Director	1.00	Director	$0	$0	$0
Bob Harmon	Director	1.00	Director	$0	$0	$0
Will Kelly	Director	1.00	Director	$0	$0	$0
Teri Kleinen	Director	1.00	Director	$0	$0	$0
Christie Hendricks	Director	1.00	Director	$0	$0	$0
Colton Dennis	Director	1.00	Director	$0	$0	$0
Ashely Smith-Jenkins	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	$6,496,223	$4,351,118	$5,799,319	$2,145,105
2024	$5,597,150	$5,575,634	$4,246,774	$21,516
2023	$2,706,222	$2,327,412	$6,550,340	$378,810
2022	$2,373,690	$2,256,886	$2,169,672	$116,804
2021	$2,166,830	$2,254,198	$2,335,887	$-87,368
2020	$2,180,824	$1,614,527	$2,576,805	$566,297
2019	$1,637,007	$1,608,855	$1,249,112	$28,152
2018	$1,486,617	$1,544,421	$1,418,051	$-57,804

United Way of Merced County