UNITED WAY OF WINDHAM COUNTY INC

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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

1948

Legal Domicile

Phone

8022574011

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF WINDHAM COUNTY INC, founded in 1948, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $553K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

UNITED WAY OF WINDHAM COUNTY (UWCC) ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER WAY OF LIFE FOR ALL, FOCUSING ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF A BETTER QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $373,113 Revenue: $22,283

COMMUNITY INVESTMENTS: FOR MANY YEARS, UNITED WAY OF WINDHAM COUNTY FUNDED AGENCY PROGRAMS WHICH PROVIDED DIRECT SERVICE TO COMMUNITY MEMBERS WHO NEEDED THEM. HOWEVER, A NEW MODEL FOR DETERMINING...

COMMUNITY INVESTMENTS: FOR MANY YEARS, UNITED WAY OF WINDHAM COUNTY FUNDED AGENCY PROGRAMS WHICH PROVIDED DIRECT SERVICE TO COMMUNITY MEMBERS WHO NEEDED THEM. HOWEVER, A NEW MODEL FOR DETERMINING WHICH PROGRAMS TO FUND WAS IMPLEMENTED IN 2010. FUNDING DECISIONS ARE BASED ON A SET OF TARGET OUTCOMES WHICH WERE IDENTIFIED THROUGH A COMPREHENSIVE COMMUNITY PARTICIPATION PROCESS. WORKING UNDER THE "IMPACT AREAS" OF HOPE - HEALTH OPPORTUNITY, PROSPERITY AND EDUCATION, COMMUNITY VOLUNTEERS REVIEW APPLICATIONS FOR SUPPORT AND RECOMEND SPECIFIC AMOUNTS OF PROGRAM FUNDING BASED ON CRITERIA THAT INCLUDE ALIGNMENT WITH DESIRED PROGRAM OUTCOMES AND QUALITY.

Program 2

Expenses: $45,656

DONOR DESIGNATION: IN OUR ANNUAL COMMUNITY FUNDRAISING CAMPAIGN, AND TRUE TO OUR MISSION TO MOBILIZE THE COMMUNITY TO IMPROVE PEOPLE'S LIVES, WE PROVIDE THE OPPORTUNITY TO DONORS TO DESIGNATE THEIR GIFTS TO OTHER NONPROFIT ORGANIZATIONS INCLUDING UNITED WAYS WITHIN THE STATE AND NATIONALLY. AS A COURTESY TO OUR DONORS, WE PROCESSED THOSE DONOR DESIGNATIONS WITHOUT ASSESSING A FEE OR KEEPING A PERCENTAGE. HOWEVER, ALL ORGANIZATIONS RECEIVING DONOR DESIGNATIONS MUST ANNUALLY VERIFY COMPLIANCE WITH PROVISIONS OF THE USA PATRIOT ACT AND VERIFY THEY ARE AN AGENCY IN GOOD STANDING AS AN IRS SECTION 501(C)(3) NONPROFIT.

Program 3

DIRECT SERVICE DOLLARS - TRUE TO OUR MISSION TO MOBILIZE THE COMMUNITY TO IMPROVE PEOPLE'S LIVES, WE PROVIDE SUPPORT TO THE STATE OF VERMONT FOR THE DISTRIBUTION OF THESE FUNDS.

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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 $467,539

Program Service Revenue $22,283

Investment Income $63,153

Other Revenue $0

TOTAL REVENUE $552,975

Expense Breakdown

Grants Paid $66,428

Salaries & Benefits $226,281

Fundraising Expenses $60,742

Program Expenses $418,769

Other Expenses $243,881

TOTAL EXPENSES $536,590

Year-over-Year Comparison

	2023	2022	Change
Revenue	$552,975	$659,462	-0.2%
Expenses	$536,590	$526,545	+0.0%
Net Income	$16,385	$132,917	-0.9%

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

$75,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUBEN GARZA	Executive Dir.	40.00	Officer	$70,946	$4,335	$75,281
MELISSA SWIM	CHAIR	4.00	Officer Director	$0	$0	$0
ROHAN PROVIDENCE	VICE CHAIR	4.00	Officer Director	$0	$0	$0
JAMES GAY	TREASURER	4.00	Officer Director	$0	$0	$0
NANCY OVERMAN	SECRETARY	4.00	Officer Director	$0	$0	$0
DR SAMANTHA EAGLE	DIRECTOR	2.00	Director	$0	$0	$0
KIERA KING	DIRECTOR	2.00	Director	$0	$0	$0
ETAN NASREDDIN-LONGO	DIRECTOR	2.00	Director	$0	$0	$0
AMARYAH PENDLEBURY	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA WRIGHT	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	$552,975	$536,590	$944,843	$16,385
2023	$659,462	$526,545	$940,460	$132,917
2023	$608,229	$505,309	$971,284	$102,920
2022	$295,907	$298,390	$795,042	$-2,483
2022	No data	No data	No data	No data
2021	$555,301	$422,031	$881,732	$133,270
2021	$513,801	$410,299	$852,769	$103,502
2020	$881,691	$816,949	$1,151,192	$64,742
2020	$912,592	$795,786	$1,132,816	$116,806
2019	$595,154	$492,110	$926,792	$103,044
2018	$492,429	$525,119	$705,253	$-32,690