UNITED WAY INC (EIN 952274801) - 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

1962

Legal Domicile

Principal Officer

ELISE BUIK

Phone

2138086220

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY INC, founded in 1962, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $50.2M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $46.7M left a modest 7% surplus.

Mission

WE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, (CONT. ON SCH. O) DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY.

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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 $37,559,171

Program Service Revenue $0

Investment Income $8,532,607

Other Revenue $4,133,229

TOTAL REVENUE $50,225,007

Expense Breakdown

Grants Paid $21,703,154

Salaries & Benefits $9,093,266

Fundraising Expenses $3,338,674

Program Expenses $39,737,842

Other Expenses $15,590,476

TOTAL EXPENSES $46,676,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,225,007	$38,681,108	+0.3%
Expenses	$46,676,596	$49,630,595	-0.1%
Net Income	$3,548,411	$-10,949,487	-1.3%

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

1320

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

$1,316,434

Total Directors

Key Employees

$690,558

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA SANTANA-CHIN	CHAIR	5.00	Officer Director	$0	$0	$0
IRENE OH	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JOHN YAMAMOTO	CORPORATE SECRETARY	5.00	Officer Director	$0	$0	$0
EDGAR CAMPOS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX MARTIN CHAVES	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA CLERI REALE	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT COHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN DEMOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
TED DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
RUDY ESPINOZA	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM HARRINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HEADRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC HICKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DARLENE HOPKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA HRNA	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
ALICE JUAREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFANIE KANE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEWART KWOH	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE LIVESAY	BOARD MEMBER	1.00	Director	$0	$0	$0
KAIA REIN-HOFFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE RHONE-COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIK ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA SALINAS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN SUGAI	BOARD MEMBER	1.00	Director	$0	$0	$0
HAMED TAVAJOHI	BOARD MEMBER.	1.00	Director	$0	$0	$0
HASSAN WEBBE	BOARD MEMBER	1.00	Director	$0	$0	$0
YVONNE WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE WROAN	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON YOHNKE	BOARD MEMBER - PART YEAR	1.00	Director	$0	$0	$0
ELISE BUIK	PRESIDENT & CEO	50.00	Officer	$512,413	$479,649	$992,062
LINING RECENDEZ	VP, FINANCE	50.00	Officer	$254,186	$70,186	$324,372
CHRIS KO	VP, IMPACT & STRATEGY	50.00	Key Emp	$224,271	$25,437	$249,708
THOMAS NEWMAN	VP, PUBLIC AFFAIRS	50.00	Key Emp	$198,176	$33,450	$231,626
ERIN MORTON	VP, STRATEGIC PARTNERSHIPS	50.00	Key Emp	$195,000	$14,224	$209,224
DAVID TRAN	DIR., FINANCE & BUSINESS SOLUTIONS	50.00	Highest	$154,379	$29,072	$183,451
XOCHITL FLORES	DIRECTOR, PEOPLE & CULTURE	50.00	Highest	$138,011	$38,077	$176,088
SHANNON BIGGS	DIRECTOR OF TALENT & STRATEGY	50.00	Highest	$141,702	$17,333	$159,035
EMILY BRADLEY	DIR., STRATEGIC INVST	50.00	Highest	$131,532	$15,862	$147,394
HAZEL LOPEZ	DIR., CRISIS SOULTIONS	50.00	Highest	$136,332	$10,161	$146,493

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	$50,225,007	$46,676,596	$182,513,736	$3,548,411
2024	$38,681,108	$49,630,595	$188,168,540	$-10,949,487
2023	$47,407,107	$44,808,121	$92,970,414	$2,598,986
2022	$49,602,090	$44,155,282	$90,002,015	$5,446,808
2021	$68,762,414	$41,034,127	$90,203,286	$27,728,287
2020	$59,662,223	$55,109,866	$63,354,445	$4,552,357
2019	$59,604,703	$48,294,639	$59,246,831	$11,310,064
2018	$46,705,474	$49,406,413	$43,016,085	$-2,700,939

UNITED WAY INC