MONADNOCK UNITED WAY INC (EIN 020236885) - 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

1969

Legal Domicile

Phone

6033524209

Tax Period

2023-01-01 to 2023-12-31

MONADNOCK UNITED WAY INC, founded in 1969, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.8M exceeded revenue, resulting in a 19% operating deficit.

Mission

MONADNOCK UNITED WAY IS DEDICATED TO IMPROVING LIVES BY MOBILIZING DIVERSE PARTNERS AND INVESTING IN PROGRAMS AND PEOPLE TO CREATE LONG-LASTING MEASURABLE CHANGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,476,872

Program Service Revenue $0

Investment Income $20,990

Other Revenue $5,438

TOTAL REVENUE $1,503,300

Expense Breakdown

Grants Paid $813,786

Salaries & Benefits $513,338

Fundraising Expenses $211,395

Program Expenses $1,521,131

Other Expenses $459,900

TOTAL EXPENSES $1,787,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,503,300	$1,504,107	0.0%
Expenses	$1,787,024	$1,778,998	+0.0%
Net Income	$-283,724	$-274,891	+0.0%

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

N/A

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

$117,414

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX KAPILOFF	VICE TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA TREMBLAY	DIRECTOR	1.00	Director	$0	$0	$0
BEN WHEELER	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC GRAAGE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SCARGILL	DIRECTOR	1.00	Director	$0	$0	$0
LACY GILLOTTI	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS OWENS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL REMY	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE DELLAVITA	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE WOOD	DIRECTOR	1.00	Director	$0	$0	$0
MYRA REBILLARD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIM MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
LIZ LAROSE	PRESIDENT	40.00	Officer	$110,000	$7,414	$117,414

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	No data	No data	No data	No data
2023	$1,503,300	$1,787,024	$2,971,718	$-283,724
2022	$1,504,107	$1,778,998	$3,251,982	$-274,891
2021	$2,296,861	$1,463,813	$3,611,197	$833,048
2020	$2,067,755	$1,861,049	$2,791,955	$206,706
2019	$1,688,459	$1,926,301	$2,478,470	$-237,842
2018	$1,683,843	$1,886,387	$2,689,703	$-202,544

MONADNOCK UNITED WAY INC