UNITED WAY OF KENNEBEC VALLEY (EIN 016004404) - 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

1955

Legal Domicile

Principal Officer

COURTNEY YEAGER

Phone

2076263400

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF KENNEBEC VALLEY, founded in 1955, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 14% surplus.

Mission

UNITED WAY OF KENNEBEC VALLEY UNITES PEOPLE AND RESOURCES TO IMPROVE LIVES IN OUR 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 (2024)

Revenue Breakdown

Contributions & Grants $1,814,810

Program Service Revenue $167,303

Investment Income $47,360

Other Revenue $10,249

TOTAL REVENUE $2,039,722

Expense Breakdown

Grants Paid $888,661

Salaries & Benefits $477,809

Fundraising Expenses $102,838

Program Expenses $1,458,761

Other Expenses $386,116

TOTAL EXPENSES $1,752,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,039,722	$1,605,768	+0.3%
Expenses	$1,752,586	$1,872,696	-0.1%
Net Income	$287,136	$-266,928	-2.1%

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

9133

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

$140,386

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHAN CURTIS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KERRY SMART	VICE/CAMPAIG	2.00	Officer Director	$0	$0	$0
CHERYL FLEWELLING	TREASURER	2.00	Officer Director	$0	$0	$0
COREY VOSE	CO-CHAIR COM	1.00	Officer Director	$0	$0	$0
REBECCA TIBBETTS	VICE CHAIR H	1.00	Officer Director	$0	$0	$0
SUE CLARY	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS VOYNIK	DIRECTOR	0.50	Director	$0	$0	$0
NONA BOYINK	DIRECTOR	0.50	Director	$0	$0	$0
SAMANTHA BURDICK	DIRECTOR	0.50	Director	$0	$0	$0
MIKE SANTO	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN COOPER	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA COOLEY	DIRECTOR	0.50	Director	$0	$0	$0
RENE DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
MARTHA WENTWORTH	DIRECTOR	0.50	Director	$0	$0	$0
KATIE DOHERTY	DIRECTOR	0.50	Director	$0	$0	$0
COURTNEY YEAGER	PRESIDENT &	40.00	Officer	$121,849	$18,537	$140,386

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	$2,039,722	$1,752,586	$3,568,496	$287,136
2023	$1,605,768	$1,872,696	$3,270,269	$-266,928
2022	$1,590,935	$1,460,426	$3,193,591	$130,509
2021	$2,086,314	$1,651,708	$2,973,844	$434,606
2020	$2,107,263	$1,819,055	$2,597,039	$288,208
2019	$1,669,985	$1,678,995	$2,208,150	$-9,010
2018	$1,746,632	$1,641,206	$2,208,079	$105,426

UNITED WAY OF KENNEBEC VALLEY