UNITED WAY OF GREATER FALL RIVER INC (EIN 042104026) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

JOAN M MEDEIROS

Phone

5086788361

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GREATER FALL RIVER INC, founded in 1957, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $454K, a strong 23% operating margin.

Mission

LEADS THE FIGHT FOR EQUITY, UNITING THE COMMUNITY TO ENSURE ALL HAVE RESOURCES TO THRIVE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,106,002

Program Service Revenue $0

Investment Income $858,394

Other Revenue $-13,990

TOTAL REVENUE $1,950,406

Expense Breakdown

Grants Paid $973,148

Salaries & Benefits $316,816

Fundraising Expenses $103,689

Program Expenses $1,138,905

Other Expenses $206,380

TOTAL EXPENSES $1,496,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,950,406	$2,904,782	-0.3%
Expenses	$1,496,344	$1,482,843	+0.0%
Net Income	$454,062	$1,421,939	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1126

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

$106,299

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY SMITH	EXECUTIVE DIRECTOR	40.00	Officer	$96,478	$9,821	$106,299
SUSAN JENKINSON	CHAIR	1.00	Officer Director	$0	$0	$0
FRANK SOUSA III	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
JOAN MEDEIROS	TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA PANCHLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
DUGAN BECKER	DIRECTOR	1.00	Director	$0	$0	$0
SHAUN BRANCO	DIRECTOR	1.00	Director	$0	$0	$0
TARYN CABRAL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GREGORY CLARKIN	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN COOPER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
BEN FEITELBERG	DIRECTOR	1.00	Director	$0	$0	$0
MONTE FERRIS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA JOHNK	DIRECTOR	1.00	Director	$0	$0	$0
JANNA LAFRANCE	DIRECTOR	1.00	Director	$0	$0	$0
JASON LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE LIVRAMENTO-YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MARCOS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE PELLETIER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY PINEAULT	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN RUSSO	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE SHAKER JR	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW STINSON	DIRECTOR	1.00	Director	$0	$0	$0
MOISE ST LOUIS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WALLACE	DIRECTOR	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	$1,950,406	$1,496,344	$12,566,419	$454,062
2024	No data	No data	No data	No data
2023	$1,889,684	$1,509,224	$9,097,414	$380,460
2022	$1,504,335	$1,563,736	$8,206,591	$-59,401
2021	$2,074,239	$1,959,052	$9,244,439	$115,187
2020	$1,750,992	$1,377,098	$7,509,762	$373,894
2019	$1,245,452	$1,345,675	$7,210,245	$-100,223

UNITED WAY OF GREATER FALL RIVER INC