UNITED WAY OF MERIDEN & WALLINGFORD INC (EIN 060646714) - 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

1930

Legal Domicile

Principal Officer

ERIC FRANCIS

Phone

2032354403

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF MERIDEN & WALLINGFORD INC, founded in 1930, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $789K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $746K left a modest 5% surplus.

Mission

THE UNITED WAY OF MERIDEN AND WALLINGFORD IS A VOLUNTEER-DRIVEN ORGANIZATION THAT REDIRECTS HUMAN AND FINANCIAL RESOURCES TO CREATE LASTING CHANGE IN OUR COMMUNITIES BY SUPPORTING RESIDENTS TO GAIN AN EDUCATION AND TRAINING SUFFICIENT TO PRODUCE INCOME STABILITY AND HEALTH-RELATED OPPORTUNITIES.

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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 $721,071

Program Service Revenue $0

Investment Income $32

Other Revenue $67,520

TOTAL REVENUE $788,623

Expense Breakdown

Grants Paid $356,743

Salaries & Benefits $291,352

Fundraising Expenses $31,099

Program Expenses $683,313

Other Expenses $97,416

TOTAL EXPENSES $745,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$788,623	$1,390,718	-0.4%
Expenses	$745,511	$1,001,102	-0.3%
Net Income	$43,112	$389,616	-0.9%

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

850

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
STEVE ALLINSON	DIRECTOR	N/A	Director	$0	$0	$0
CARL ANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
TY BONGIOVANNI	CAMPAIGN CHA	N/A	Officer Director	$0	$0	$0
MICHELLE BORDEAUX	DIRECTOR	N/A	Director	$0	$0	$0
SARAH BURRESS	CHAIR	N/A	Officer Director	$0	$0	$0
SAMUEL CARMODY	DIRECTOR	N/A	Director	$0	$0	$0
ARIANA D'AVANZO	DIRECTOR	N/A	Director	$0	$0	$0
RAJ DOERING	DIRECTOR	N/A	Director	$0	$0	$0
JANE FISHER	DIRECTOR	N/A	Director	$0	$0	$0
ROSANNE FORD	DIRECTOR	N/A	Officer Director	$0	$0	$0
ERIC FRANCIS	PAST CHAIR	N/A	Officer Director	$0	$0	$0
WANDA GUZMAN	DIRECTOR	N/A	Director	$0	$0	$0
ANDRE HOLLOMAN	VICE CHAIR	N/A	Officer Director	$0	$0	$0
KUNTEYA KATARIA	DIRECTOR	N/A	Director	$0	$0	$0
CHERYL PORYANDA	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL RHODE	DIRECTOR	N/A	Officer Director	$0	$0	$0
BRYAN RIVARD	DIRECTOR	N/A	Director	$0	$0	$0
LIZ SCHACT	DIRECTOR	N/A	Director	$0	$0	$0
DON SZAMIER	TREASURER	N/A	Officer Director	$0	$0	$0
LYNN VASQUEZ	DIRECTOR	N/A	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
2025	$788,623	$745,511	$1,064,063	$43,112
2024	$1,390,718	$1,001,102	$1,025,038	$389,616
2023	$576,133	$536,343	$813,719	$39,790
2022	$583,632	$533,231	$760,831	$50,401
2021	$616,530	$576,992	$919,050	$39,538
2020	$677,701	$542,049	$776,172	$135,652
2019	$652,169	$772,227	$874,897	$-120,058

UNITED WAY OF MERIDEN & WALLINGFORD INC