United Way of Acton-Boxborough Inc (EIN 042740795) - 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

1981

Legal Domicile

Principal Officer

Jill O'Brien

Phone

9782631777

Tax Period

2021-07-01 to 2022-06-30

United Way of Acton-Boxborough Inc, founded in 1981, is a small nonprofit that reported $418K in total revenue in fiscal year 2021. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $494K exceeded revenue, resulting in a 18% operating deficit.

Mission

A Community where everyone belongs and thrives. We mobilize the caring power of community to drive positive, lasting change. United, we fight for the health, education, and financial stability of every person in Acton and Boxborough.

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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 (2021)

Revenue Breakdown

Contributions & Grants $396,420

Program Service Revenue $0

Investment Income $147

Other Revenue $21,390

TOTAL REVENUE $417,957

Expense Breakdown

Grants Paid $157,184

Salaries & Benefits $234,141

Fundraising Expenses $25,997

Program Expenses $393,643

Other Expenses $102,324

TOTAL EXPENSES $493,649

Year-over-Year Comparison

	2021	2020	Change
Revenue	$417,957	$522,845	-0.2%
Expenses	$493,649	$595,904	-0.2%
Net Income	$-75,692	$-73,059	+0.0%

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

100

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
Jill O'Brien	President	2.00	Officer Director	$0	$0	$0
Quentin Cote	Treasurer	2.00	Officer Director	$0	$0	$0
Carol Buysse	Secretary	2.00	Officer Director	$0	$0	$0
Bert Ware	Ethics Officer	2.00	Officer Director	$0	$0	$0
Karen Collins	Board	2.00	Director	$0	$0	$0
Ashwin Anand	Vice President	2.00	Director	$0	$0	$0
Zainab Garelnabi	Director	2.00	Director	$0	$0	$0
Elizabeth Sun	Director	2.00	Director	$0	$0	$0
Pat Easterly	Director	2.00	Director	$0	$0	$0
Amy Cerel	Director	2.00	Director	$0	$0	$0
Janis Raguin	Director	2.00	Director	$0	$0	$0
Maribel Mendoza	Director	2.00	Director	$0	$0	$0
Jo-Anne Nyer	Director	2.00	Director	$0	$0	$0
Pubali Banerjee	Director	2.00	Director	$0	$0	$0
Vivian Kobusingye Birchall	Director	2.00	Director	$0	$0	$0
Linda Moineau	Director	2.00	Director	$0	$0	$0
Elizabeth Johnson	Director	2.00	Director	$0	$0	$0
Nancy Settle-Murphy	Director	2.00	Director	$0	$0	$0
Romi Saluja	Director	2.00	Director	$0	$0	$0
Erin O'Brien Bettez	Director	2.00	Director	$0	$0	$0
Gauri Tandon	Director	2.00	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
2022	$417,957	$493,649	$236,248	$-75,692
2021	$522,845	$595,904	$339,353	$-73,059
2020	$552,102	$347,732	$368,704	$204,370
2019	$251,763	$231,297	$169,525	$20,466
2019	$251,763	$151,047	$169,525	$100,716

United Way of Acton-Boxborough Inc