United Way of York County (EIN 010276862) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

Elizabeth Cotter Schlax

Phone

2079853359

Tax Period

2021-01-01 to 2021-06-30

United Way of York County is a 501(c)(3) with EIN 010276862, based in Kennebunk, ME. Founded in 1972, the organization files IRS Form 990 and reported its most recent data for fiscal year 2020. In that period, it reported $231,522 in total revenue and $450,767 in total expenses.

Mission

United Way of York County improves lives by mobilizing people and resources.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $221,546

Program Service Revenue $0

Investment Income $7,413

Other Revenue $2,563

TOTAL REVENUE $231,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,484

Fundraising Expenses $72,242

Program Expenses $237,621

Other Expenses $240,283

TOTAL EXPENSES $450,767

Year-over-Year Comparison

	2020	2019	Change
Revenue	$231,522	$1,673,262	-0.9%
Expenses	$450,767	$1,637,962	-0.7%
Net Income	$-219,245	$35,300	-7.2%

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

$62,349

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Ballute	Treasurer	5.00	Officer Director	$0	$0	$0
Lynn Brandsma	Ethics Officer	5.00	Officer Director	$0	$0	$0
Todd Cesca	Chair	5.00	Officer Director	$0	$0	$0
Dan Eagleson	Director	1.00	Director	$0	$0	$0
Erich Fogg	Director	1.00	Director	$0	$0	$0
Tom Hussey	Director	1.00	Director	$0	$0	$0
Ben LaBelle	Secretary	5.00	Officer Director	$0	$0	$0
Don Lary	Director	1.00	Director	$0	$0	$0
Bob MacKenzie	Director	1.00	Director	$0	$0	$0
Paige Streeter	Vice Chair	5.00	Officer Director	$0	$0	$0
Nathan Cadorette	Director	1.00	Director	$0	$0	$0
Karen Chasse	Director	1.00	Director	$0	$0	$0
Chris Hunt	Director	1.00	Director	$0	$0	$0
Esi Seng	Director	1.00	Director	$0	$0	$0
Lorelei Richey	Director	1.00	Director	$0	$0	$0
Jennifer Stauffis	Director	1.00	Director	$0	$0	$0
Brian Petrovek	President & CEO	37.50	Officer	$62,349	$0	$62,349

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
2021	$231,522	$450,767	No data	$-219,245
2020	$1,673,262	$1,637,962	$2,000,085	$35,300

United Way of York County