UNITED WAY OF ADDISON COUNTY INC

EIN: 030221018 501(c)(3) Philanthropy & Grantmaking

MIDDLEBURY, VT

Total Revenue
$1,851,314
Total Expenses
$1,676,313
Total Assets
$2,611,594
Net Assets
$2,124,958
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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
VT
Principal Officer
HELENA VAN VOORST
Phone
8023887189
Tax Period
2022-07-01 to 2023-06-30

UNITED WAY OF ADDISON COUNTY INC, founded in 1968, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2022. Expenses of $1.7M left a modest 9% surplus.

Mission

FOR 55 YEARS, OUR MISSION HAS BEEN TO MOBILIZE THE COMPASSION AND GENEROSITY OF INDIVIDUALS AND ORGANIZATIONS IN ADDISON COUNTY TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $566,337 Revenue: $750

COMMUNITY LEADERSHIP & INITIATIVES: THIS PROGRAM INCLUDES INITIATIVES THAT ARE DEVELOPED AND LED BY UWAC TO BRING COLLABORATIVE PROGRAMMING TO MEET UNMET OR UNDER-MET NEEDS IN THE COMMUNITY THAT...

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COMMUNITY LEADERSHIP & INITIATIVES: THIS PROGRAM INCLUDES INITIATIVES THAT ARE DEVELOPED AND LED BY UWAC TO BRING COLLABORATIVE PROGRAMMING TO MEET UNMET OR UNDER-MET NEEDS IN THE COMMUNITY THAT ALIGN WITH OUR IMPACT AREAS: 1. HEALTH (& EDUCATION) - THE ORGANIZATION CONTINUED ITS TWO MULTI-YEAR FEDERAL SUBSTANCE ABUSE PREVENTION GRANTS. THE FIRST OF WHICH IS NAMED THE PARTNERS FOR SUCCESS (PFS) GRANT, AND THE SECOND IS THE DRUG-FREE COMMUNITIES (DFC) GRANT. PARTNERS FOR SUCCESS FUNDING IS USED TO INFORM AND EDUCATE YOUTH POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING YOUTH TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH AND WELL- BEING. PROVIDING YOUTH LEADERSHIP OPPORTUNITIES AND INCREASING YOUTH PROTECTIVE FACTORS THROUGH EDUCATION, SPECIAL TRAININGS, EVIDENCE BASED PROGRAMMING, AND POLICY CHANGE ARE KEY OBJECTIVES OF THE PFS INITIATIVE. PFS GRANT YEAR 4 FUNDING TOTALS 285,615, AND OVERLAPS FISCAL YEARS 2023 AND 2024. DRUG FREE COMMUNITIES FUNDING IS USED TO INFORM AND EDUCATE PARENTS AND ADULT POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING THEM TO MORE EFFECTIVELY INFLUENCE AND GUIDE YOUTH INTO BETTER DECISION-MAKING AND AN INCREASED LIKELIHOOD OF POSITIVE OUTCOMES. MEDIA CAMPAIGNS, EVENTS, SPECIAL TRAININGS, AND POLICY CHANGE ARE THE MAIN STRATEGIES TO ACHIEVE THESE GOALS UNDER THE DFC INITIATIVE. DFC GRANT YEAR 4 FUNDING TOTALS 125,000, AND ALSO OVERLAPS FISCAL YEARS 2023 AND 2024. 2. EDUCATION - THE ORGANIZATION PURCHASED 528 BACKPACKS WITH SCHOOL SUPPLIES FOR DISTRIBUTION AT PARTNER SITES IN ADDISON COUNTY FOR LOCAL KINDERGARTEN, ELEMENTARY, AND SECONDARY SCHOOL STUDENTS. 3. FINANCIAL STABILITY - THE ORGANIZATION RELEASED 25,362 IN PREVIOUSLY DESIGNATED FUNDS TO ASSIST ADDISON COUNTY RESIDENTS WHO HAVE EITHER EXPERIENCED HOMELESSNESS OR ARE IN IMMEDIATE RISK OF IT, CONTINUING A COMMUNITY COLLABORATION FORMED IN FISCAL YEAR 2022 WITH OUR PARTNER AGENCIES WHO OFFER DIRECT SERVICES TO AT-RISK INDIVIDUALS.THIS COLLABORATION MEETS AS A GROUP AT LEAST MONTHLY TO CONFIDENTIALLY DISCUSS VARIOUS FUNDING REQUESTS FOR APPROVAL. UPON APPROVAL BY THE GROUP, CASE MANAGERS THEN FILE THE APPROPRIATE REIMBURSEMENT PAPERWORK WITH UWAC AFTER THEIR ORGANIZATION HAS INITIATED THIRD-PARTY PAYMENTS FOR ITEMS SUCH AS BACK RENT, SECURITY DEPOSITS, OVERDUE UTILITY BILLS, AND EMERGENCY MOTEL HOUSING. THIS FUNDING IS SPECIFICALLY TARGETED AT REQUESTS THAT ARE OTHERWISE INELIGIBLE FOR ANY OTHER FEDERAL, STATE, OR LOCAL FINANCIAL ASSISTANCE. AN ADDITIONAL 45,000 IN DESIGNATED FUNDS FOR THIS PURPOSE WILL BE RELEASED AT A RATE OF 15,000/YEAR IN FISCAL YEAR 2024, FISCAL YEAR 2025, AND FISCAL YEAR 2026.

Program 2
Expenses: $375,005 Revenue: $8,338

ORGANIZATION DEVELOPMENT ASSISTANCE: SUPPORTING THE NON-PROFIT SECTOR BY PROVIDING TECHNICAL ASSISTANCE IN AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING AND FUNDRAISING AND RESULTS BASED...

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ORGANIZATION DEVELOPMENT ASSISTANCE: SUPPORTING THE NON-PROFIT SECTOR BY PROVIDING TECHNICAL ASSISTANCE IN AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING AND FUNDRAISING AND RESULTS BASED ACCOUNTABILITY EFFORTS. SUPPORT ALSO INCLUDES ACTING AS FISCAL AGENT OR MANAGING FUNDING STREAMS ON BEHALF OF GRASSROOTS EFFORTS IN THE COMMUNITY: CHILD CARE CONSORTIUM, ADDISON COUNTY READERS, ADDISON COUNTY FIELD SERVICE DIRECTOR FUNDS, AND ADDISON COUNTY FOSTER CAMP FUND.

Program 3
Expenses: $57,751

VOLUNTEER PROGRAMS: THE ORGANIZATION HELD ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2022. 290 VOLUNTEERS PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,450 HOURS VALUED AT 43,428...

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VOLUNTEER PROGRAMS: THE ORGANIZATION HELD ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2022. 290 VOLUNTEERS PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,450 HOURS VALUED AT 43,428 IN DONATED TIME SERVED.

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Trantor Score

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

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,757,348
Program Service Revenue $9,368
Investment Income $73,307
Other Revenue $11,291
TOTAL REVENUE $1,851,314

Expense Breakdown

Grants Paid $847,394
Salaries & Benefits $496,829
Fundraising Expenses $131,421
Program Expenses $1,368,097
Other Expenses $332,090
TOTAL EXPENSES $1,676,313

Year-over-Year Comparison

2022 2021 Change
Revenue $1,851,314 $1,753,886 +0.1%
Expenses $1,676,313 $1,365,886 +0.2%
Net Income $175,001 $388,000 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
10
Volunteers
390

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
5
$96,517
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HELENA VAN VOORST EXECUTIVE DI 40.00
Officer
$87,137 $9,380 $96,517
KEN STOCKMAN PRESIDENT 2.00
Officer Director
$0 $0 $0
BRUCE GROVE VICE PRESIDE 2.00
Officer Director
$0 $0 $0
LOGAN PRICE TREASURER 2.00
Officer Director
$0 $0 $0
BRUCE BAYLISS MEMBER AT LA 2.00
Director
$0 $0 $0
MARIA COLLETTE DIRECTOR 2.00
Director
$0 $0 $0
JON CRYSTAL DIRECTOR 2.00
Director
$0 $0 $0
ANN CRUMB DIRECTOR 2.00
Director
$0 $0 $0
BILL LADUE DIRECTOR 2.00
Director
$0 $0 $0
LAURA MACK DIRECTOR 2.00
Director
$0 $0 $0
JANET FRANKLIN DIRECTOR 2.00
Director
$0 $0 $0
MARK PELUSO DIRECTOR 2.00
Director
$0 $0 $0
SHANE WHALEY UNTIL JANUARY 2023 DIRECTOR 2.00
Director
$0 $0 $0
NIAL RELE UNTIL JANUARY 2023 SECRETARY 2.00
Officer Director
$0 $0 $0
SYLVIE CHOINIERE UNTIL FEB 2023 DIRECTOR 2.00
Director
$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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $1,851,314 $1,676,313 $2,611,594 $175,001
2022 $1,753,886 $1,365,886 $2,053,478 $388,000
2021 $1,748,013 $1,605,438 $2,095,918 $142,575
2020 $1,740,038 $1,748,525 $2,035,758 $-8,487
2019 $1,316,428 $1,401,210 $1,802,564 $-84,782
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