THE UNITED WAY OF GREATER WATERBURY INC (EIN 060646634) - 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

1942

Legal Domicile

Principal Officer

KRISTEN JACOBY

Phone

2037579855

Tax Period

2024-07-01 to 2025-06-30

THE UNITED WAY OF GREATER WATERBURY INC, founded in 1942, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.1M, a strong 19% operating margin.

Mission

WE MOBILIZE FINANCIAL AND VOLUNTEER RESOURCES AND CONVENE PARTNERS TO ADDRESS COMMUNITY NEEDS.

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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 $4,913,056

Program Service Revenue $0

Investment Income $315,759

Other Revenue $345,777

TOTAL REVENUE $5,574,592

Expense Breakdown

Grants Paid $2,674,008

Salaries & Benefits $1,098,873

Fundraising Expenses $288,530

Program Expenses $3,555,604

Other Expenses $734,220

TOTAL EXPENSES $4,507,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,574,592	$8,313,537	-0.3%
Expenses	$4,507,101	$4,644,960	0.0%
Net Income	$1,067,491	$3,668,577	-0.7%

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

1699

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

$204,056

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADRIENNE PARKMOND	CHAIR	5.00	Officer Director	$0	$0	$0
GREGORY JACOBI	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID PETITTI	TREASURER	10.00	Officer Director	$0	$0	$0
JAKE ALBERT	DIRECTOR	5.00	Director	$0	$0	$0
MARK A CASEY	FORMER CHAIR	10.00	Director	$0	$0	$0
GRANT COPELAND	DIRECTOR	5.00	Director	$0	$0	$0
DANIEL DAVIS	DIRECTOR	5.00	Director	$0	$0	$0
DR LISA DRESDNER	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTOPHER FASANO	DIRECTOR	5.00	Director	$0	$0	$0
JASON R GAGNON	DIRECTOR	5.00	Director	$0	$0	$0
KATELYN GREY	DIRECTOR	5.00	Director	$0	$0	$0
JAYNE D KELLY	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN LEVINE	DIRECTOR	5.00	Director	$0	$0	$0
YARIXA LOPEZ	DIRECTOR	5.00	Director	$0	$0	$0
GENNA MINTZ	DIRECTOR	5.00	Director	$0	$0	$0
DR THOMAS PELLEGRINO	DIRECTOR	5.00	Director	$0	$0	$0
MARY ROSEGRANT-CHIAPPALONE	DIRECTOR	5.00	Director	$0	$0	$0
TARA L SHAW ESQ	DIRECTOR	5.00	Director	$0	$0	$0
FREDERICK M SMITH	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN E SPRANO	DIRECTOR	5.00	Director	$0	$0	$0
KRISTEN JACOBY	PRESIDENT/CHIEF PROFESSIONAL OFFICER	40.00	Officer	$162,862	$41,194	$204,056
JERED BRUZAS	CHIEF IMPACT OFFICER	40.00	Highest	$112,260	$21,398	$133,658

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	$5,574,592	$4,507,101	$9,786,858	$1,067,491
2024	$8,313,537	$4,644,960	$8,517,605	$3,668,577
2023	$4,466,542	$4,320,223	$4,527,496	$146,319
2022	$4,674,760	$4,800,719	$4,506,713	$-125,959
2021	$5,126,672	$5,283,394	$4,568,232	$-156,722
2020	$4,925,173	$5,244,186	$4,113,282	$-319,013
2019	$4,755,712	$4,766,327	$3,881,099	$-10,615

THE UNITED WAY OF GREATER WATERBURY INC