NORTHERN SANTA BARBARA COUNTY UNITED WAY (EIN 956006513) - 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

1961

Legal Domicile

Phone

8059220329

Tax Period

2024-01-01 to 2024-12-31

NORTHERN SANTA BARBARA COUNTY UNITED WAY, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 7% surplus.

Mission

NSBCUW IS ORGANIZED TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES IN NORTHERN SANTA BARBARA COUNTY, CALIFORNIA. NSBCUW WORKS WITH INDIVIDUALS AND ORGANIZATIONS TO IDENTIFY AND RESOLVE PRESSING COMMUNITY ISSUES THROUGH ITS VARIOUS PROGRAMS.

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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 $2,006,922

Program Service Revenue $553,215

Investment Income $55,622

Other Revenue $322,048

TOTAL REVENUE $2,937,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,361,644

Fundraising Expenses $40,212

Program Expenses $2,407,258

Other Expenses $1,361,437

TOTAL EXPENSES $2,723,081

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,937,807	$1,948,731	+0.5%
Expenses	$2,723,081	$1,690,848	+0.6%
Net Income	$214,726	$257,883	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDDIE TAYLOR	N/A	40.00		$115,680	$0	$115,680
MOLLY SCHIFF	Secretary	2.00	Officer Director	$0	$0	$0
JACOB GROSSMAN	Vice President	2.00	Officer Director	$0	$0	$0
BENJAMIN ALANIZ	Member	2.00	Director	$0	$0	$0
TERRI LEIFESTE	Member	2.00	Director	$0	$0	$0
CLAUDIA ORTIZ	Member	2.00	Director	$0	$0	$0
MIKE CORDERO	Member	2.00	Officer	$0	$0	$0
SCOTT SANTELLA	President	2.00	Officer	$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
2024	$2,937,807	$2,723,081	$2,668,095	$214,726
2023	$1,948,731	$1,690,848	$2,245,521	$257,883
2022	$1,802,558	$1,350,733	$2,068,502	$451,825
2021	$1,982,105	$1,826,037	$1,280,004	$156,068
2020	$2,265,315	$1,997,356	$1,368,314	$267,959
2019	$2,177,977	$2,352,310	$984,281	$-174,333
2018	$1,980,465	$2,265,489	$1,150,146	$-285,024

NORTHERN SANTA BARBARA COUNTY UNITED WAY