UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION (EIN 042104792) - 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

GEOFFREY NAUNHEIM

Phone

4135843962

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION, founded in 1922, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO ADVANCE THE COMMON GOOD IN FRANKLIN AND HAMPSHIRE COUNTY.

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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 $1,206,928

Program Service Revenue $54,410

Investment Income $83,795

Other Revenue $9,146

TOTAL REVENUE $1,354,279

Expense Breakdown

Grants Paid $648,830

Salaries & Benefits $524,598

Fundraising Expenses $218,723

Program Expenses $1,036,083

Other Expenses $351,266

TOTAL EXPENSES $1,524,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,354,279	$1,334,755	+0.0%
Expenses	$1,524,694	$1,413,942	+0.1%
Net Income	$-170,415	$-79,187	+1.2%

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

$109,056

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA SELL	CLERK	4.00	Officer Director	$0	$0	$0
MICHAEL GOVE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MOLLY MEAD	CHAIR	4.00	Officer Director	$0	$0	$0
MOLLY KEEGAN	TREASURER	4.00	Officer Director	$0	$0	$0
LINDSAY BARRON LABONTE	DIRECTOR	2.00	Director	$0	$0	$0
STUART BECKLEY	DIRECTOR	2.00	Director	$0	$0	$0
JESSYE DEAN	DIRECTOR	2.00	Director	$0	$0	$0
BRIANNA DROHEN	DIRECTOR	2.00	Director	$0	$0	$0
MAX FRIPP	DIRECTOR	2.00	Director	$0	$0	$0
LAURA FROGAMENI	DIRECTOR	2.00	Director	$0	$0	$0
KOBY GARDNER-LEVINE	DIRECTOR	2.00	Director	$0	$0	$0
NIKKI GARRETT	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
SAM MASINTER	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN PALMER	DIRECTOR	2.00	Director	$0	$0	$0
LEAH PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
NATHANIEL TRIPP	DIRECTOR	2.00	Director	$0	$0	$0
GRADY VIGNEAU	DIRECTOR	2.00	Director	$0	$0	$0
JANICE WARD	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER WOOD	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA WALES	DIRECTOR PAST	2.00	Director	$0	$0	$0
GEOFFREY NAUNHEIM	EXECUTIVE DIRECTOR	37.00	Officer	$97,234	$11,822	$109,056

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	$1,354,279	$1,524,694	$1,840,023	$-170,415
2024	$1,334,755	$1,413,942	$1,714,014	$-79,187
2023	$1,554,548	$1,511,750	$1,904,170	$42,798
2022	$1,447,432	$1,705,672	$2,252,422	$-258,240
2021	$1,135,849	$1,097,176	$1,667,626	$38,673
2020	$1,171,966	$1,114,601	$1,510,843	$57,365
2019	$1,067,119	$1,189,380	$1,501,330	$-122,261

UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION