UNITED WAY OF SAN DIEGO COUNTY (EIN 952213995) - 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

1973

Legal Domicile

Principal Officer

SHANNON GONZALEZ

Phone

8584922000

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF SAN DIEGO COUNTY, founded in 1973, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $6.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO SPARK BREAKTHROUGH COMMUNITY ACTION THAT ELEVATES EVERY CHILD & FAMILY TOWARD A BRIGHTER FUTURE.

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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 $4,679,542

Program Service Revenue $352,925

Investment Income $580,535

Other Revenue $-87,426

TOTAL REVENUE $5,525,576

Expense Breakdown

Grants Paid $92,500

Salaries & Benefits $3,047,495

Fundraising Expenses $1,177,642

Program Expenses $3,549,590

Other Expenses $3,169,771

TOTAL EXPENSES $6,320,585

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,525,576	$6,222,118	-0.1%
Expenses	$6,320,585	$6,737,469	-0.1%
Net Income	$-795,009	$-515,351	+0.5%

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

439

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

$515,448

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY SASAKI	PRESIDENT & CEO	38.00	Officer	$262,739	$27,024	$289,763
SHANNON GONZALEZ	COO	38.00	Officer	$183,372	$42,313	$225,685
ALEXIS AVINA UNTIL 22724	VP, COMMUNITY STRATEGIES & PARTNERSHIPS	38.00	Highest	$124,082	$0	$124,082
JAMES MCCONCHIE	VP, COLLECTIVE IMPACT	38.00	Highest	$130,043	$23,665	$153,708
RYAN MORRIS	SR. DIRECTOR IT	38.00	Highest	$100,047	$13,474	$113,521
SARA PORTILLO	SR. DIRECTOR MARKETING	38.00	Highest	$105,722	$6,064	$111,786
LESLIE OLIVER	CHAIR	1.00	Officer Director	$0	$0	$0
DEREK DANZIGER	VICE CHAIR & GC CHAIR	1.00	Officer Director	$0	$0	$0
JAVIER IGLESIAS	TREASURER & FC CHAIR	1.00	Officer Director	$0	$0	$0
GORDON WIENS	BOARD MEMBER, AC CHAIR	1.00	Director	$0	$0	$0
MARK CORLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIS GUTIERREZ	BOARD MEMBER, LEGAL COUNSEL	1.00	Director	$0	$0	$0
CRYSTAL IRVING	BOARD MEMBER, LABOR REPRESENTATIVE	1.00	Director	$0	$0	$0
GIL JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TRICIA MERCER	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY RUSSELL	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA SHAFER-PAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WOITKOSKI	BOARD MEMBER	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	$5,525,576	$6,320,585	$16,139,176	$-795,009
2024	$6,222,118	$6,737,469	$16,476,060	$-515,351
2023	$6,290,030	$6,419,554	$20,304,681	$-129,524
2022	$8,439,082	$6,781,223	$15,586,637	$1,657,859
2021	$8,431,405	$8,243,541	$15,718,594	$187,864
2020	$11,643,372	$11,608,628	$14,611,671	$34,744
2019	$8,814,171	$8,492,413	$13,563,774	$321,758
2018	$9,032,792	$8,626,778	$13,043,461	$406,014

UNITED WAY OF SAN DIEGO COUNTY