CAPE AND ISLANDS UNITED WAY INC (EIN 042271714) - 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

1959

Legal Domicile

Principal Officer

J RICHARD FAIRBANKS

Phone

5087754746

Tax Period

2024-01-01 to 2024-12-31

CAPE AND ISLANDS UNITED WAY INC, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

THE MISSION OF THE CAPE AND ISLANDS UNITED WAY INC IS TO INCREASE THE ORGANIZED CAPACITY FOR PEOPLE ON CAPE COD AND THE ISLANDS TO CARE FOR ONE ANOTHER AND TO IMPROVE THE HUMAN CONDITION OF THE REGION.

🔒

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 $957,173

Program Service Revenue $0

Investment Income $46,228

Other Revenue $254,996

TOTAL REVENUE $1,258,397

Expense Breakdown

Grants Paid $653,951

Salaries & Benefits $393,681

Fundraising Expenses $107,711

Program Expenses $1,014,120

Other Expenses $210,209

TOTAL EXPENSES $1,257,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,258,397	$1,461,831	-0.1%
Expenses	$1,257,841	$1,538,154	-0.2%
Net Income	$556	$-76,323	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK SKALA	PRESIDENT &	40.00	Highest	$125,023	$0	$125,023
EVELYN NELSON	DIR BUS. DEV	40.00	Highest	$108,299	$0	$108,299
MANDEE BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CURLEY	DIRECTOR	1.00	Director	$0	$0	$0
J RICHARD FAIRBANKS	CHAIR	2.00	Officer Director	$0	$0	$0
JOHN MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
DALE MORGAN MURPHY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BETH OPISHINSKI	DIRECTOR	1.00	Director	$0	$0	$0
DANA PANEPINTO	DIRECTOR	1.00	Director	$0	$0	$0
ERIK PORTER	TREASURER	2.00	Officer Director	$0	$0	$0
HEATHER DAVIS RICCIARDI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TAMMY SABEN	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE SILVA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SMITH	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SORBO	CLERK	2.00	Officer 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
2024	$1,258,397	$1,257,841	$1,122,017	$556
2023	$1,461,831	$1,538,154	$1,070,292	$-76,323
2022	$1,283,743	$1,414,758	$1,136,310	$-131,015
2021	$1,020,129	$1,000,346	$1,269,326	$19,783
2020	$1,000,067	$899,515	$1,138,912	$100,552
2019	$1,030,788	$1,130,274	$1,014,747	$-99,486
2018	$1,112,138	$1,086,293	$1,042,461	$25,845

CAPE AND ISLANDS UNITED WAY INC