UNITED WAY OF WEBSTER & DUDLEY INC

EIN: 042380352 501(c)(3)

WEBSTER, MA

Total Revenue
$111,800
Total Expenses
$237,150
Total Assets
N/A
Net Assets
N/A
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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
1965
Legal Domicile
MA
Phone
5089437500
Tax Period
2019-10-01 to 2020-04-30

UNITED WAY OF WEBSTER & DUDLEY INC, founded in 1965, is a small nonprofit that reported $112K in total revenue in fiscal year 2019. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $237K exceeded revenue, resulting in a 112% operating deficit.

Mission

THE ORGANIZATIONS MISSION IS TO HELP PROVIDE FINANCIAL ASSISTANCE TO ORANIZATIONS ALL OF WHICH ARE NON PROFIT SECTION 501-C3 ORGANIZATIONS THROUGH YEARLY FUND RAISING CAMPAIGNS IN THE COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $215,304 Revenue: $111,800

THE ORGANIZATION RAISES FUNDS TO CONTRIBUTE TO THE UNITED WAY ORGANIZATIONS VOTED ON BY THE BOARD OF DIRECTORS. ALL OF THESE ORGANIZATIONS ARE NON-PROFIT 501-C3 TAX ORGANIZATIONS AND ARE LISTED ON AN...

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THE ORGANIZATION RAISES FUNDS TO CONTRIBUTE TO THE UNITED WAY ORGANIZATIONS VOTED ON BY THE BOARD OF DIRECTORS. ALL OF THESE ORGANIZATIONS ARE NON-PROFIT 501-C3 TAX ORGANIZATIONS AND ARE LISTED ON AN ATTACHED SCHEDULE.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $110,720
Program Service Revenue $0
Investment Income $1,080
Other Revenue $0
TOTAL REVENUE $111,800

Expense Breakdown

Grants Paid $198,090
Salaries & Benefits $22,952
Fundraising Expenses $1,835
Program Expenses $215,304
Other Expenses $16,108
TOTAL EXPENSES $237,150

Year-over-Year Comparison

2019 2018 Change
Revenue $111,800 $260,690 -0.6%
Expenses $237,150 $268,495 -0.1%
Net Income $-125,350 $-7,805 +15.1%
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

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Governance

Voting Members
30
Independent Members
30
Employees
N/A
Volunteers
N/A

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
3
$21,288
Total Directors
4
$21,288
Key Employees
1
$21,288
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANET SCHEFFLER EXECUTIVE DIR. 040.00
Officer Director Key Emp Highest
$21,288 $0 $21,288
WILLIAM KEEFE PRESIDENT 001.00
Officer Director
$0 $0 $0
TAMI GERMAIN TREASURER 001.00
Officer Director
$0 $0 $0
SEE ATTACHED LIST DIRECTORS 001.00
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
2020 $111,800 $237,150 No data $-125,350
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