UNITED WAY OF PIONEER VALLEY INC (EIN 042152680) - 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

1950

Legal Domicile

Principal Officer

MEGAN MOYNIHAN

Phone

4137372691

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF PIONEER VALLEY INC, founded in 1950, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2022. Revenue surged 20% from the prior year, signaling strong growth momentum. Net assets of $4.3M represent 32 months of operating reserves.

Mission

MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,511,898

Program Service Revenue $54,845

Investment Income $58,999

Other Revenue $10,450

TOTAL REVENUE $1,636,192

Expense Breakdown

Grants Paid $148,372

Salaries & Benefits $739,698

Fundraising Expenses $266,742

Program Expenses $1,293,091

Other Expenses $859,783

TOTAL EXPENSES $1,747,853

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,636,192	$1,359,966	+0.2%
Expenses	$1,747,853	$1,685,561	+0.0%
Net Income	$-111,661	$-325,595	-0.7%

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

1059

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

$110,785

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENIS GAGNON JR	IMMED. PAST CHAIR	2.00	Officer Director	$0	$0	$0
JASON NEWMARK	CHAIR	2.00	Officer Director	$0	$0	$0
DANIEL FINNEGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL WEEKES	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT GRODSKY	1ST VICE CHAIR	2.00	Officer Director	$0	$0	$0
DANIEL WARWICK	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN PLANTE	DIRECTOR	2.00	Director	$0	$0	$0
LORA WONDOLOWSKI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GRIFFIN	DIRECTOR	2.00	Director	$0	$0	$0
JULIE DIALESSI-LAFLEY	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN O'CONNOR	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW MAGUIRE	TREASURER	2.00	Director	$0	$0	$0
MOYAH SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MARY BETH A COOPER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BAKER	DIRECTOR	2.00	Director	$0	$0	$0
SARAH REECE	DIRECTOR (START 9/2022)	2.00	Director	$0	$0	$0
MEGAN MOYNIHAN	COO THRU 3/2023 THEN INTERM PRES & CEO	35.00	Officer	$103,789	$6,996	$110,785
PAUL MINA	PRES & CEO (END 3/2023); CLERK	16.00	Officer	$0	$0	$0
MOE EDWARDS	CFO	4.00	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,636,192	$1,747,853	$5,316,205	$-111,661
2022	$1,359,966	$1,685,561	$4,617,133	$-325,595
2021	$1,636,533	$1,642,173	$5,947,423	$-5,640
2020	$1,554,424	$2,042,129	$5,230,130	$-487,705
2019	$2,383,343	$2,437,639	$5,851,239	$-54,296
2018	$2,701,302	$2,509,625	$6,472,370	$191,677

UNITED WAY OF PIONEER VALLEY INC