UNITED WAY OF RUTLAND COUNTY INC (EIN 036000224) - 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

1943

Legal Domicile

Principal Officer

MELISSA NORMAN

Phone

8027737477

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF RUTLAND COUNTY INC, founded in 1943, is a small nonprofit that reported $425K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $400K left a modest 6% surplus.

Mission

WE UNITE PEOPLE AND RESOURCES TO FACILITATE LASTING POSITIVE CHANGE BASED ON COMMUNITY NEEDS.

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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 $413,115

Program Service Revenue $0

Investment Income $810

Other Revenue $10,975

TOTAL REVENUE $424,900

Expense Breakdown

Grants Paid $152,250

Salaries & Benefits $91,708

Fundraising Expenses $44,459

Program Expenses $320,428

Other Expenses $156,095

TOTAL EXPENSES $400,053

Year-over-Year Comparison

	2023	2022	Change
Revenue	$424,900	$371,543	+0.1%
Expenses	$400,053	$397,097	+0.0%
Net Income	$24,847	$-25,554	-2.0%

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

193

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

$66,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY BRIDE	Executive Dir.	40.00	Officer	$66,404	$0	$66,404
CHRIS HALNON	Director	1.00	Director	$0	$0	$0
LINDLEY DANNEWAY	Secretary	2.00	Director	$0	$0	$0
MATT RUSSO	Director	1.00	Director	$0	$0	$0
JUDI FOX	Treasurer	1.00	Officer Director	$0	$0	$0
JIM KAHLE	Director	5.00	Director	$0	$0	$0
CATHY PETRINI	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT BLISS	Director	1.00	Director	$0	$0	$0
MELISSA NORMAN	President	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$424,900	$400,053	$241,834	$24,847
2022	$371,543	$397,097	$287,331	$-25,554
2021	$733,674	$696,765	$425,997	$36,909
2020	$580,730	$723,923	$380,725	$-143,193
2019	$562,134	$532,321	$480,709	$29,813
2018	$749,640	$726,316	$588,050	$23,324

UNITED WAY OF RUTLAND COUNTY INC