UNITED WAY OF NORTHWEST VERMONT INC (EIN 030217229) - 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

1971

Legal Domicile

Principal Officer

JESSE BRIDGES

Phone

8028647541

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF NORTHWEST VERMONT INC, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.6M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO BUILD A STRONGER NORTHWEST VERMONT BY MOBILIZING OUR COMMUNITY TO IMPROVE PEOPLE'S LIVES.

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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 $3,794,546

Program Service Revenue $911,103

Investment Income $867,478

Other Revenue $2,615

TOTAL REVENUE $5,575,742

Expense Breakdown

Grants Paid $1,761,487

Salaries & Benefits $2,590,765

Fundraising Expenses $786,684

Program Expenses $4,119,161

Other Expenses $1,150,834

TOTAL EXPENSES $5,503,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,575,742	$4,672,442	+0.2%
Expenses	$5,503,086	$5,332,451	+0.0%
Net Income	$72,656	$-660,009	-1.1%

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

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

$404,964

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHET KEOMANYVANH	PRESIDENT	4.00	Officer Director	$0	$0	$0
ADRINA WALKER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN ST HILAIRE	TREASURER	2.00	Officer Director	$0	$0	$0
KATHERINE MEYERS	SECRETARY	4.00	Officer Director	$0	$0	$0
MICHELL LANGLAIS	DIRECTOR	4.00	Director	$0	$0	$0
CATHY DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
VIRGINIE DIAMBOU	DIRECTOR	2.00	Director	$0	$0	$0
CATHY DIMITRUK	DIRECTOR	2.00	Director	$0	$0	$0
YAEL FRIEDMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARK LEVINE	DIRECTOR	2.00	Director	$0	$0	$0
OWEN MCCLAIN	DIRECTOR	2.00	Director	$0	$0	$0
DENISE SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JOE HALKO	DIRECTOR	2.00	Director	$0	$0	$0
GAMAL ALSALAHI	DIRECTOR	2.00	Director	$0	$0	$0
SARAH RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
ADRIANNE ROSS	DIRECTOR	2.00	Director	$0	$0	$0
SETH BOWDEN	DIRECTOR	2.00	Director	$0	$0	$0
RICK BLOUNT	DIRECTOR (START FY25)	2.00	Director	$0	$0	$0
CHRIS JARVIS	DIRECTOR (START FY25)	2.00	Director	$0	$0	$0
KATIE TITTERTON	DIRECTOR (START FY25)	2.00	Director	$0	$0	$0
JESSE BRIDGES	CEO	40.00	Officer	$161,503	$16,766	$178,269
AMY CARMOLA HAUF	CHIEF IMPACT OFFICER	40.00	Officer	$89,544	$25,707	$115,251
ELIZABETH GAMACHE	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$105,181	$6,263	$111,444

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
2025	$5,575,742	$5,503,086	$5,425,758	$72,656
2024	$4,672,442	$5,332,451	$5,792,447	$-660,009
2023	$3,710,376	$4,560,075	$6,314,986	$-849,699
2022	$4,536,751	$4,111,903	$7,333,422	$424,848
2021	$5,241,029	$4,416,786	$7,247,920	$824,243
2020	$3,815,900	$4,367,303	$5,238,593	$-551,403
2019	$4,125,552	$4,625,139	$6,163,425	$-499,587

UNITED WAY OF NORTHWEST VERMONT INC