GREEN MOUNTAIN UNITED WAY INC (EIN 030261384) - 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

1975

Legal Domicile

Principal Officer

TAWNYA KRISTEN

Phone

8026133989

Tax Period

2024-07-01 to 2025-06-30

GREEN MOUNTAIN UNITED WAY INC, founded in 1975, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $776K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $884K exceeded revenue, resulting in a 14% operating deficit.

Mission

UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN EVERY 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 $625,218

Program Service Revenue $127,425

Investment Income $19,824

Other Revenue $3,880

TOTAL REVENUE $776,347

Expense Breakdown

Grants Paid $167,224

Salaries & Benefits $490,713

Fundraising Expenses $81,173

Program Expenses $516,336

Other Expenses $226,429

TOTAL EXPENSES $884,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$776,347	$849,156	-0.1%
Expenses	$884,366	$871,786	+0.0%
Net Income	$-108,019	$-22,630	+3.8%

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

109

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

$120,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAWNYA KRISTEN	EXECUTIVE DI	40.00	Officer	$95,608	$24,516	$120,124
CHRIS CALDWELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
RUTH GREENE	TREASURER	2.00	Officer Director	$0	$0	$0
MEG MILLER	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN MEAD	DIRECTOR	2.00	Director	$0	$0	$0
DONNA CURTIN	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER SCHMIDT	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY L PATNAUDE	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH LOCKE- ROUSSEAU	DIRECTOR	2.00	Director	$0	$0	$0
LORALEE TESTER	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	$776,347	$884,366	$650,365	$-108,019
2024	No data	No data	No data	No data
2023	$584,947	$808,312	$761,140	$-223,365
2022	$671,312	$842,431	$872,757	$-171,119
2021	$752,160	$628,560	$1,151,075	$123,600
2020	$580,961	$584,334	$914,140	$-3,373
2019	$670,493	$551,343	$834,765	$119,150
2018	$661,993	$494,746	$720,412	$167,247

GREEN MOUNTAIN UNITED WAY INC