UNITED WAY OF TRI COUNTY INC (EIN 042104231) - 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

1957

Legal Domicile

Principal Officer

PAUL MINA

Phone

5088723291

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF TRI COUNTY INC, founded in 1957, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.1M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT ASSESSES AND ADDRESSES DEMONSTRATED COMMUNITY NEED. WE DERIVE MOST OF OUR FINANCIAL RESOURCES FROM EMPLOYEE CAMPAIGNS CONDUCTED BY SUPPORTIVE COMPANIES THROUGHOUT THE REGION. ADDITIONAL FUNDS ARE RAISED THROUGH INDIVIDUAL AND CORPORATE GIVING.

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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 $8,857,737

Program Service Revenue $1,058,562

Investment Income $50,384

Other Revenue $88,227

TOTAL REVENUE $10,054,910

Expense Breakdown

Grants Paid $672,789

Salaries & Benefits $2,719,156

Fundraising Expenses $553,556

Program Expenses $9,540,901

Other Expenses $7,188,763

TOTAL EXPENSES $10,580,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,054,910	$11,355,954	-0.1%
Expenses	$10,580,708	$11,919,815	-0.1%
Net Income	$-525,798	$-563,861	-0.1%

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

12000

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

$552,862

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT MORAN JR	CHAIRPERSON	0.30	Officer Director	$0	$0	$0
KRISTEN POPE	1ST VICE CHAIR	0.30	Officer Director	$0	$0	$0
GARRETT MORAND	TREASURER	0.30	Officer Director	$0	$0	$0
NEHA MISRA	BOARD MEMBER	0.30	Director	$0	$0	$0
JOHN STRICKLAND	BOARD MEMBER	0.30	Director	$0	$0	$0
FRANCISCO RAMOS	BOARD MEMBER	0.30	Director	$0	$0	$0
KARSYS STARSIAK	BOARD MEMBER	0.30	Director	$0	$0	$0
REV DR J ANTHONY LLOYD	BOARD MEMBER	0.30	Director	$0	$0	$0
ROGER CHALLEN	BOARD MEMBER	0.30	Director	$0	$0	$0
JOSEPH CORAZZINI	BOARD MEMBER	0.30	Director	$0	$0	$0
NANCY S NIEMI PHD	BOARD MEMBER	0.30	Director	$0	$0	$0
MICHAEL SCARDIGNO	BOARD MEMBER	0.30	Director	$0	$0	$0
SCOTT RICHARDSON	BOARD MEMBER	0.30	Director	$0	$0	$0
ROBERT COZZONE	BOARD MEMBER	0.30	Director	$0	$0	$0
RENEE FRANZOSA	BOARD MEMBER	0.30	Director	$0	$0	$0
AASTHA SHARMA	BOARD MEMBER	0.30	Director	$0	$0	$0
PAUL MINA	PRESIDENT AND CEO, CLERK	40.00	Officer	$273,948	$54,828	$328,776
MAURICE EDWARDS	CFO	40.00	Officer	$185,228	$38,858	$224,086
JOSEPH MINA	FOOD PANTRY DIRECTOR	40.00	Highest	$144,925	$42,946	$187,871
LIZ LEONARD	FOOD PANTRY DIRECTOR	40.00	Highest	$104,163	$16,322	$120,485
JEN FARNSWORTH	MANAGER OF CAMPAIGN PROCESSING	40.00	Highest	$113,268	$27,381	$140,649

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	$10,054,910	$10,580,708	$5,779,776	$-525,798
2024	$11,355,954	$11,919,815	$5,665,159	$-563,861
2023	$10,393,809	$10,520,422	$6,254,658	$-126,613
2022	$10,584,211	$10,745,493	$6,314,872	$-161,282
2021	$11,754,306	$9,698,858	$5,937,757	$2,055,448
2020	$9,725,058	$9,308,938	$5,161,293	$416,120
2019	$7,717,147	$7,803,466	$4,528,457	$-86,319
2018	$8,225,196	$8,246,589	$4,738,531	$-21,393

UNITED WAY OF TRI COUNTY INC