UNITED WAY OF NORTH CENTRAL MASS INC (EIN 042233021) - 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

KORY ENG

Phone

9783451577

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF NORTH CENTRAL MASS INC, founded in 1957, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2023. Expenses of $3.9M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE MISSION OF UWNCM IS TO CREATE OPPORTUNITIES FOR A BETTER LIFE THROUGH INNOVATIVE LEADERSHIP THAT IMPROVES THE HUMAN CONDITION BY MOBILIZING THE CARING POWER OF THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,353,813

Program Service Revenue $21,474

Investment Income $123,993

Other Revenue $-878

TOTAL REVENUE $3,498,402

Expense Breakdown

Grants Paid $2,828,091

Salaries & Benefits $743,547

Fundraising Expenses $391,319

Program Expenses $3,187,927

Other Expenses $345,028

TOTAL EXPENSES $3,916,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,498,402	$3,442,366	+0.0%
Expenses	$3,916,666	$4,192,629	-0.1%
Net Income	$-418,264	$-750,263	-0.4%

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

775

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

$181,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH D BOISSONEAU	TREASURER	2.00	Officer Director	$0	$0	$0
MELISSA FETTERHOFF	CLERK	1.00	Officer Director	$0	$0	$0
GINA WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN GLIDDEN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ANGELE GOSS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE HAGGSTROM	DIRECTOR	1.00	Director	$0	$0	$0
TODD JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES JAVARAS	TOCQUEVILLE CHAIR	1.00	Officer Director	$0	$0	$0
AMANDA NORTHROP	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE PLATZMAN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JEAN SHAUGHNESSY	DIRECTOR	1.00	Director	$0	$0	$0
TIM SMITH	DIRECTOR	2.00	Director	$0	$0	$0
SHAUN SUHOSKI	DIRECTOR	1.00	Director	$0	$0	$0
JAMES VANDER HOOVEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LEONA WHETZEL	DIRECTOR, AGENCY REP EX. O	1.00	Officer Director	$0	$0	$0
DANIEL J ZONA	DIRECTOR	1.00	Director	$0	$0	$0
KYLE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL SERPE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA PISTONE	DIRECTOR	1.00	Director	$0	$0	$0
KORY ENG	PRESIDENT & CEO	37.50	Officer	$178,448	$2,917	$181,365

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	$3,498,402	$3,916,666	$4,967,236	$-418,264
2023	$3,442,366	$4,192,629	$5,235,455	$-750,263
2022	$3,763,250	$3,217,205	$6,086,999	$546,045
2021	$4,076,884	$3,336,031	$5,122,071	$740,853
2020	$3,817,916	$4,076,536	$4,228,543	$-258,620
2019	$3,831,856	$3,345,003	$4,510,908	$486,853
2018	$3,365,578	$3,457,249	$4,029,435	$-91,671

UNITED WAY OF NORTH CENTRAL MASS INC