UNITED WAY OF GREATER ATTLEBOROTAUNTON INC (EIN 042104020) - 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

1942

Legal Domicile

Tax Period

2018-07-01 to 2018-10-31

UNITED WAY OF GREATER ATTLEBOROTAUNTON INC, founded in 1942, is a small nonprofit that reported $158K in total revenue in fiscal year 2018. Revenue fell 88% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $78K, a strong 50% operating margin.

Mission

THE ORGANIZATION DEVELOPS AND DISTRIBUTES RESOURCES TO ADDRESS HUMAN SERVICE NEEDS IN THE GREATER ATTLEBORO AND TAUNTON MASS. COMMUNITIES. THROUGH WORKPLACE FUNDING DRIVES, EVENTS, DIRECT MAIL, ECT., THE ORGANIZATION SUPPORTS COMMUNITY IMPACT PROGRAMS TO AREA NOT-FOR-PROFITS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $120,023

Program Service Revenue $0

Investment Income $13,954

Other Revenue $23,804

TOTAL REVENUE $157,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,331

Fundraising Expenses $15,155

Program Expenses $34,156

Other Expenses $51,333

TOTAL EXPENSES $79,664

Year-over-Year Comparison

	2018	2017	Change
Revenue	$157,781	$1,306,660	-0.9%
Expenses	$79,664	$1,439,792	-0.9%
Net Income	$78,117	$-133,132	-1.6%

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

N/A

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

Total Directors

Key Employees

$74,831

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY BENTO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ANDRADE	SECRETARY	3.00	Officer Director	$0	$0	$0
DEBORAH BITSOLI	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM LARSON	DIRECTOR	2.00	Director	$0	$0	$0
CHERI-LYNNE CATALAN	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
RODNEY CLARK	DIRECTOR	2.00	Director	$0	$0	$0
MARK CUDDY	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK MURRAY JR	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL CARCHEDI	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN WITHERS ESQ Jr	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD DION JR	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER SWEET	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HORRIGAN	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL BARROWS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN GIRCZYC	TREASURER	3.00	Officer Director	$0	$0	$0
KEVIN CRYAN	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS KELLY	DIRECTOR	2.00	Director	$0	$0	$0
WILLITTS MENDONCA	VICE CHAIR	3.00	Officer Director	$0	$0	$0
KIMBERLY SHULMAN	DIRECTOR OF FINANCE	35.00	Key Emp	$74,831	$0	$74,831

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
2018	$157,781	$79,664	No data	$78,117

UNITED WAY OF GREATER ATTLEBOROTAUNTON INC