UNITED WAY OF GREATER PLYMOUTH COUNTY IN (EIN 042103940) - 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

1922

Legal Domicile

Principal Officer

DENNIS CARMAN

Phone

5085836306

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GREATER PLYMOUTH COUNTY IN, founded in 1922, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

TO UNITE PEOPLE, IDEAS, AND RESOURCES TO IMPROVE LIVES AND TO BUILD A STRONGER 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 $1,611,292

Program Service Revenue $48,434

Investment Income $74,328

Other Revenue $8,400

TOTAL REVENUE $1,742,454

Expense Breakdown

Grants Paid $256,869

Salaries & Benefits $888,037

Fundraising Expenses $140,498

Program Expenses $1,336,723

Other Expenses $687,333

TOTAL EXPENSES $1,832,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,742,454	$2,061,778	-0.2%
Expenses	$1,832,239	$2,016,162	-0.1%
Net Income	$-89,785	$45,616	-3.0%

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

336

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

$252,664

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS CARMAN	PRESIDENT/CEO	45.00	Officer	$106,334	$28,184	$134,518
CINDY GILLIS	DIRECTOR OF FINANCE	45.00	Officer	$106,789	$11,357	$118,146
ANDREW LYNCH	CHAIR	2.00	Officer Director	$0	$0	$0
CAROLE MARTYN	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JACKIE SULLIVAN GOSCIAK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARK MOREAU	TREASURER	2.00	Officer Director	$0	$0	$0
TRACEY ROSEBROCK	SECRETARY	2.00	Officer Director	$0	$0	$0
ALISSA ALLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY BEDARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEIGH CUMMINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH DURHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL GILBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE LEFAVOR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK LINDE	BOARD MEMBER	1.00	Director	$0	$0	$0
NASREEN SHIBLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DARLENE SILVA	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN WATKINS-WATTS	BOARD MEMBER	1.00	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	$1,742,454	$1,832,239	$2,191,736	$-89,785
2024	$2,061,778	$2,016,162	$2,384,010	$45,616
2023	$1,953,582	$1,883,726	$2,096,016	$69,856
2022	$2,186,599	$1,951,306	$2,198,167	$235,293
2021	$2,280,067	$2,335,279	$2,526,673	$-55,212
2020	$2,269,275	$2,283,774	$2,339,020	$-14,499
2019	$2,363,124	$2,078,282	$2,365,090	$284,842
2018	$2,023,533	$2,034,159	$2,214,599	$-10,626

UNITED WAY OF GREATER PLYMOUTH COUNTY IN