UNITED WAY OF VENTURA COUNTY INC (EIN 951945833) - 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

1945

Legal Domicile

Principal Officer

TIM HARRINGTON

Phone

8054856288

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF VENTURA COUNTY INC, founded in 1945, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAY OF VENTURA COUNTY (UWVC) IS FOCUSED ON FOUR KEY AREAS - EDUCATION, HOMELESSNESS, INCOME AND HEALTH, IN SUPPORT OF OUR MISSION TO ADVANCE THE COMMON GOOD IN THE VENTURA COUNTY COMMUNITY.

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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 $2,274,299

Program Service Revenue $0

Investment Income $105,765

Other Revenue $-50,657

TOTAL REVENUE $2,329,407

Expense Breakdown

Grants Paid $969,910

Salaries & Benefits $1,131,053

Fundraising Expenses $212,611

Program Expenses $1,987,168

Other Expenses $338,565

TOTAL EXPENSES $2,439,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,329,407	$4,573,858	-0.5%
Expenses	$2,439,528	$2,084,181	+0.2%
Net Income	$-110,121	$2,489,677	-1.0%

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

317

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

$149,274

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL BRAY SEE SCH O	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LISA L BUONO	DIRECTOR	1.00	Director	$0	$0	$0
SIERRA GUTIERREZ	SECRETARY	1.00	Officer Director	$0	$0	$0
INGRID HARDY	DIRECTOR	1.00	Director	$0	$0	$0
TIM HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA V LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE B MCKAY	DIRECTOR	1.00	Director	$0	$0	$0
DR CESAR MORALES	DIRECTOR	1.00	Director	$0	$0	$0
MARISELA RIOS	DIRECTOR	1.00	Director	$0	$0	$0
MANAN SHAH	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN M STILES	DIRECTOR	1.00	Director	$0	$0	$0
BRAD WHETTEN	CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL BUCHENROTH	DIRECTOR	1.00	Director	$0	$0	$0
JASON CHEUNG	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JERFFREY A MARTIN MD	DIRECTOR	1.00	Director	$0	$0	$0
OSMANY OZZIE RIOS	TREASURER	1.00	Officer Director	$0	$0	$0
EMMA GROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
STRATIS PERROS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER VELASQUEZ	DIRECTOR (FROM 07/2024)	1.00	Director	$0	$0	$0
MITCHEL SLOAN	PRESIDENT & CEO	40.00	Officer	$139,763	$9,511	$149,274

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	$2,329,407	$2,439,528	$4,286,567	$-110,121
2024	No data	No data	No data	No data
2023	$1,743,783	$1,780,423	$1,684,604	$-36,640
2022	$2,319,425	$2,352,821	$1,599,427	$-33,396
2021	$2,629,787	$2,971,364	$1,640,412	$-341,577
2020	$2,661,185	$2,759,118	$2,004,399	$-97,933
2019	$2,146,376	$3,617,212	$2,011,595	$-1,470,836
2018	$7,025,445	$4,142,430	$3,459,365	$2,883,015

UNITED WAY OF VENTURA COUNTY INC