UNITED WAY OF GREENWICH INC (EIN 060646578) - 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

1933

Legal Domicile

Principal Officer

DAVID RABIN

Phone

2038692221

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GREENWICH INC, founded in 1933, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $573K, a strong 21% operating margin.

Mission

UNITED WAY OF GREENWICH (DBA GREENWICH UNITED WAY) HAS BEEN A TRUSTED PARTNER OF THE GREENWICH COMMUNITY, GOVERNMENT, AND LOCAL ORGANIZATIONS SINCE 1933. WE HAVE FOCUSED ON COMMUNITY SOLUTIONS IN THE AREAS OF HEALTH, EDUCATION AND FINANCIAL STABILITY FOR OVER 90 YEARS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,402,228

Program Service Revenue $0

Investment Income $463,606

Other Revenue $-77,359

TOTAL REVENUE $2,788,475

Expense Breakdown

Grants Paid $803,018

Salaries & Benefits $871,770

Fundraising Expenses $172,607

Program Expenses $1,694,630

Other Expenses $540,824

TOTAL EXPENSES $2,215,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,788,475	$2,580,030	+0.1%
Expenses	$2,215,612	$2,558,471	-0.1%
Net Income	$572,863	$21,559	+25.6%

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

425

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

$224,638

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE KWASNIEWSKI	CHAIR OF THE BOARD	2.00	Officer Director	$0	$0	$0
CLARENA MCBETH	VICE CHAIR OF COMMUNITY IMPACT	1.00	Officer Director	$0	$0	$0
KARIN MCSHANE	VICE CHAIR OF FUND DEVELOPMENT	1.00	Officer Director	$0	$0	$0
JP MUIR	VICE CHAIR OF BOARD AFFAIRS	2.00	Officer Director	$0	$0	$0
DEBRA HESS	VICE CHAIR OF FINANCE	2.00	Officer Director	$0	$0	$0
PAMELA FORNERO	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARI ASER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA BLILEY	DIRECTOR	1.00	Director	$0	$0	$0
AMBER BOISSONNEAULT	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIA BRUE	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY COVIELLO	DIRECTOR	2.00	Director	$0	$0	$0
GIA BURTON	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY DRINKALL	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN FORLINI	DIRECTOR	1.00	Director	$0	$0	$0
KYSA FREDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
CAREY GIANNETTI	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA KELESHIAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK KERNEY	DIRECTOR	1.00	Director	$0	$0	$0
EMILY KUNSCHNER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MAUS	DIRECTOR	1.00	Director	$0	$0	$0
SEAN MCMURTRY	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIO MIRANDA	DIRECTOR	1.00	Director	$0	$0	$0
KEREN NELSON	DIRECTOR	1.00	Director	$0	$0	$0
DOUG NIEMAN	DIRECTOR	1.00	Director	$0	$0	$0
KATIE NOGAKI	DIRECTOR	1.00	Director	$0	$0	$0
ANUJ PATEL	DIRECTOR, THRU NOV 2024	1.00	Director	$0	$0	$0
SABRINA PRAY FORSYTHE	DIRECTOR	1.00	Director	$0	$0	$0
KATE SEELYE RATHJEN	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN RIEMER	DIRECTOR	1.00	Director	$0	$0	$0
JULIA SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
EMILY WOLOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RABIN	CEO	40.00	Officer	$211,923	$12,715	$224,638
JEREMY NAPPI	VP OF FUND DEV. & OPERATIONS	40.00	Highest	$125,369	$7,522	$132,891
ROBERT MOORE	VICE PRESIDENT OF COMMUNITY IMPACT	40.00	Highest	$104,707	$4,188	$108,895

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	$2,788,475	$2,215,612	$5,773,798	$572,863
2024	$2,580,030	$2,558,471	$5,347,547	$21,559
2023	$2,715,651	$3,287,959	$5,172,711	$-572,308
2022	$1,984,608	$2,027,539	$5,093,394	$-42,931
2021	$2,909,376	$2,446,194	$5,790,742	$463,182
2020	$2,780,411	$2,660,390	$5,220,145	$120,021
2019	$2,108,655	$2,078,536	$4,765,336	$30,119
2018	$2,671,925	$1,870,142	$4,680,884	$801,783

UNITED WAY OF GREENWICH INC