United Way of the Desert (EIN 952783993) - 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

1972

Legal Domicile

Principal Officer

KRISTAL GRANADOS

Phone

7603232731

Tax Period

2022-07-01 to 2023-06-30

United Way of the Desert, founded in 1972, is a small nonprofit that reported $526K in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $874K exceeded revenue, resulting in a 66% operating deficit.

Mission

To break the cycle of poverty in the Coachella Valley through mobilizing the caring power of 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 (2022)

Revenue Breakdown

Contributions & Grants $482,527

Program Service Revenue $0

Investment Income $23,784

Other Revenue $19,656

TOTAL REVENUE $525,967

Expense Breakdown

Grants Paid $226,901

Salaries & Benefits $411,301

Fundraising Expenses $85,155

Program Expenses $674,039

Other Expenses $236,220

TOTAL EXPENSES $874,422

Year-over-Year Comparison

	2022	2021	Change
Revenue	$525,967	$838,707	-0.4%
Expenses	$874,422	$974,078	-0.1%
Net Income	$-348,455	$-135,371	+1.6%

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

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

$118,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTAL GRANADOS	Executive Dir.	40.00	Officer	$118,654	$0	$118,654
LYNNE STEPHENSON	Director	1.00	Director	$0	$0	$0
KELLY MAY-VOLLMAR	Director	1.00	Director	$0	$0	$0
ANDREW MCDUFFIE	Director	1.00	Director	$0	$0	$0
ADAM OCHOA	Treasurer	1.00	Officer Director	$0	$0	$0
JOHN E FITZGERALD III	PRESIDENT EMER	1.00	Director	$0	$0	$0
ROSA PONCE	Director	1.00	Director	$0	$0	$0
LORI CARNEY	Director	1.00	Director	$0	$0	$0
VICTORIA LLORT	Secretary	1.00	Officer Director	$0	$0	$0
JEFF HOCKER	Vice President	5.00	Officer Director	$0	$0	$0
RICHARD RAMHOFF	Director	1.00	Director	$0	$0	$0
KRIS HOPPING	President	5.00	Officer Director	$0	$0	$0
V MANUEL PEREZ	Director	1.00	Director	$0	$0	$0
DAVID PEAT	2nd Vice Pres.	5.00	Officer 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
2023	No data	No data	No data	No data
2023	$525,967	$874,422	$704,189	$-348,455
2022	$838,707	$974,078	$1,004,597	$-135,371
2021	$765,254	$884,309	$1,355,026	$-119,055
2020	$1,956,839	$1,991,771	$1,651,819	$-34,932
2019	$867,074	$1,072,433	$1,635,816	$-205,359
2018	$884,391	$767,094	$1,753,022	$117,297

United Way of the Desert