UNITED WAY OF SANTA BARBARA COUNTY INC (EIN 951641968) - 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

1923

Legal Domicile

Principal Officer

CLIFF LUNDBERG

Phone

8059658591

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF SANTA BARBARA COUNTY INC, founded in 1923, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.4M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $3.8M left a modest 13% surplus.

Mission

UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPS AND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY.

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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 $2,915,265

Program Service Revenue $626,018

Investment Income $990,996

Other Revenue $-167,012

TOTAL REVENUE $4,365,267

Expense Breakdown

Grants Paid $471,033

Salaries & Benefits $2,119,372

Fundraising Expenses $385,985

Program Expenses $3,085,610

Other Expenses $1,210,843

TOTAL EXPENSES $3,801,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,365,267	$3,719,909	+0.2%
Expenses	$3,801,248	$3,905,838	0.0%
Net Income	$564,019	$-185,929	-4.0%

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

430

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

$556,628

Total Directors

$404,283

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE ORTIZ	PRESIDENT & CEO/BOARD SECR	40.00	Officer Director	$345,506	$58,777	$404,283
CLIFF LUNDBERG	CHAIR	1.00	Officer Director	$0	$0	$0
DIANE B DOIRON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN HERSBERGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LEO HAMILL	TREASURER	1.00	Officer Director	$0	$0	$0
RICK SCOTT	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
SUE BIRCH	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
LANCE CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN DODGIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FLATTERY	DIRECTOR	1.00	Director	$0	$0	$0
ALICE HAMPTON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE HEIDER-GRAY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HOLLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALEX KOPER	DIRECTOR	1.00	Director	$0	$0	$0
TERRI MAUS-NISICH	DIRECTOR	1.00	Director	$0	$0	$0
ART MEROVICK	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN NELSON	DIRECTOR	1.00	Director	$0	$0	$0
PATRICE RYAN	DIRECTOR (7/1/24-12/31/24)	1.00	Director	$0	$0	$0
NICOLE BLAIR	CHIEF FINANCIAL OFFICER	40.00	Officer	$130,896	$21,449	$152,345
FRANCES CONTRERAS	DIRECTOR OF PROGRAMS & PARTNERSHIPS	40.00	Highest	$103,948	$7,612	$111,560
ROSE LEVY	DIRECTOR OF STRATEGIC PARTNERSHIPS AND ADVANCEMENT	40.00	Highest	$109,339	$7,300	$116,639

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	$4,365,267	$3,801,248	$16,959,684	$564,019
2024	$3,719,909	$3,905,838	$16,708,347	$-185,929
2023	$17,013,451	$16,831,184	$16,096,957	$182,267
2022	$21,862,789	$20,084,913	$15,549,253	$1,777,876
2021	$15,674,650	$14,955,107	$16,928,815	$719,543
2020	$5,706,396	$4,414,353	$14,836,796	$1,292,043
2019	$2,636,141	$2,694,479	$13,067,366	$-58,338

UNITED WAY OF SANTA BARBARA COUNTY INC