UNITED WAY OF VENTURA COUNTY INC

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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

TO IMPROVE LIVES BY INSPIRING AND MOBILIZING THE CARING POWER AND RESOURCES OF OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $1,379,884

UNITED TO END HOMELESSNESS: IN AN EFFORT TO COMBAT HOMELESSNESS IN VENTURA COUNTY, THE UNITED WAY OF VENTURA COUNTY LAUNCHED A COMPREHENSIVE UNITED TO END HOMELESSNESS INITIATIVE, WHICH INCLUDES A...

UNITED TO END HOMELESSNESS: IN AN EFFORT TO COMBAT HOMELESSNESS IN VENTURA COUNTY, THE UNITED WAY OF VENTURA COUNTY LAUNCHED A COMPREHENSIVE UNITED TO END HOMELESSNESS INITIATIVE, WHICH INCLUDES A CRITICAL LANDLORD ENGAGEMENT PROGRAM. THE PROGRAM'S FOCUS IS ON INCREASING THE HOUSING STOCK AVAILABLE FOR INDIVIDUALS AND FAMILIES AT RISK OF HOMELESSNESS BY CONNECTING THEM WITH LANDLORDS WHO ARE WILLING TO ACCEPT HOUSING VOUCHERS AND SUBSIDIES PROVIDED BY LOCAL JURISDICTIONS AND COMMUNITY PARTNERS. THIS INITIATIVE ACKNOWLEDGES THAT HOUSING IS A BASIC HUMAN NEED, YET FOR MANY INDIVIDUALS IN VENTURA COUNTY, THAT NEED IS INCREASINGLY DIFFICULT TO MEET. WITH ACTIVELY RECRUITING, CULTIVATING, AND RETAINING A NETWORK OF LANDLORDS, UWVC WORKS TO PREVENT HOMELESSNESS AND ENSURE THE LONG-TERM STABILITY OF HOUSING FOR THOSE MOST IN NEED. A CENTRAL COMPONENT OF THIS PROGRAM IS THE HOME SAFE PROGRAM, LAUNCHED IN JANUARY 2024. THIS PROGRAM SPECIFICALLY TARGETS HOUSEHOLDS WITH EXCEEDINGLY LOW INCOMES, PROVIDING RESOURCES AND SUPPORT TO HELP THEM AVOID HOMELESSNESS. DURING THE YEAR, THE TWO PROGRAMS COMBINED PROVIDED ASSISTANCE FOR 246 HOUSEHOLDS. THIS DEMONSTRATES THE EFFECTIVENESS OF COMMUNITY PARTNERSHIPS AND LANDLORD PARTICIPATION IN ADDRESSING THE HOUSING CRISIS. THESE INDIVIDUALS AND FAMILIES NOW CALL VENTURA, OXNARD, PORT HUENEME, CAMARILLO, THOUSAND OAKS, FILLMORE, SANTA PAULA, MOORPARK, AND SIMI VALLEY THEIR HOMES.

Program 2

Expenses: $138,290

WORKPLACE DESIGNATIONS: ALLOCATIONS AND DESIGNATIONS TO AGENCIES: UNITED WAY OF VENTURA COUNTY (THE AGENCY) RAISES CONTRIBUTION PLEDGES TO BENEFIT OTHER VENTURA COUNTY AGENCIES. THE AGENCY HELPED...

WORKPLACE DESIGNATIONS: ALLOCATIONS AND DESIGNATIONS TO AGENCIES: UNITED WAY OF VENTURA COUNTY (THE AGENCY) RAISES CONTRIBUTION PLEDGES TO BENEFIT OTHER VENTURA COUNTY AGENCIES. THE AGENCY HELPED ALLEVIATE AND OVERCOME THE IDENTIFIED NEEDS OF THE CITIZENS OF VENTURA COUNTY. IN CONNECTION WITH THIS, THE AGENCY IS RESPONSIBLE FOR THE DESIGN, IMPLEMENTATION AND EVALUATION OF A PROGRAM OF COMPREHENSIVE YEAR-ROUND DISSEMINATION OF INFORMATION CONCERNING THE UNITED WAY FOR THE PURPOSE OF PUBLIC RELATIONS, EDUCATION AND RECRUITMENT OF VOLUNTEERS. THIS IS ACCOMPLISHED BY A SERIES OF NEWSPAPER ARTICLES, ADVERTISING, AND PERSONAL CONTACT THROUGHOUT THE COUNTY.

Program 3

Expenses: $115,600

VITA/CAL EITC: THE EARN IT! KEEP IT! SAVE IT! (EKS) IS A COMMUNITY PARTNERSHIP LED BY UWVC, THE VENTURA COUNTY HUMAN SERVICES AGENCY, AND THE IRS TO INCREASE AWARENESS OF AND ACCESS TO EARNED INCOME TAX CREDIT (EITC) AND TO PROVIDE ELECTRONIC FILING OF INCOME TAX RETURNS FREE OF CHARGE THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA). THE VITA PROGRAM HELPS ENSURE LOW TO MODERATE INCOME FAMILIES GET THE REFUNDS AND CREDITS FOR WHICH THEY ARE ELIGIBLE. DURING THE 2024 TAX SEASON, 80 VOLUNTEERS PREPARED MORE THAN 1,900 RETURNS AND BROUGHT BACK OVER $2.1 MILLION IN REFUNDS. ADDITIONALLY, $822,329 OF THOSE FUNDS WAS IN EITC. EITC GOES TO THE POOREST, MOST VULNERABLE VENTURA COUNTY HOUSEHOLDS AND HAS BEEN IDENTIFIED BY POVERTY FIGHTING EXPERTS AS ONE OF THE MOST EFFECTIVE PROGRAMS NATIONALLY, LIFTING MILLIONS OF PEOPLE ABOVE THE FEDERAL POVERTY LEVEL EVERY YEAR.

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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