UNITED WAY OF GREATER NEW HAVEN INC (EIN 060646761) - 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

1953

Legal Domicile

Principal Officer

JENNIFER HEATH

Phone

2037722010

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF GREATER NEW HAVEN INC, founded in 1953, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.9M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $12.7M left a modest 15% surplus.

Mission

UNITED WAY BRINGS PEOPLE AND ORGANIZATIONS TOGETHER TO CREATE SOLUTIONS TO GREATER NEW HAVEN'S MOST PRESSING CHALLENGES IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY, GROUNDED IN RACIAL AND SOCIAL JUSTICE.

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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 $14,684,421

Program Service Revenue $0

Investment Income $223,672

Other Revenue $35,124

TOTAL REVENUE $14,943,217

Expense Breakdown

Grants Paid $8,217,226

Salaries & Benefits $3,395,641

Fundraising Expenses $733,971

Program Expenses $11,021,208

Other Expenses $1,102,858

TOTAL EXPENSES $12,715,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,943,217	$12,642,278	+0.2%
Expenses	$12,715,725	$11,717,734	+0.1%
Net Income	$2,227,492	$924,544	+1.4%

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

4208

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

$401,157

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNA ALLEGRETTO	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON BATSON	DIRECTOR	1.00	Director	$0	$0	$0
JILLIAN JACKSON BONTEMPO	DIRECTOR	1.00	Director	$0	$0	$0
ALAN BOWIE	DIRECTOR	1.00	Director	$0	$0	$0
LORENZO BOYD	DIRECTOR	1.00	Director	$0	$0	$0
JERMAINE BROOKSHIRE JR	OUTGOING DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BROWN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER CALABRESE	DIRECTOR	1.00	Director	$0	$0	$0
NITZA DIAZ-CANDELO	OUTGOING DIRECTOR	1.00	Director	$0	$0	$0
JODIE DRISCOLL	DIRECTOR	1.00	Director	$0	$0	$0
KIM HARRIS	DIRECTOR (UNTIL 04/20/25)	1.00	Director	$0	$0	$0
DAVID HENRY	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY HODGSON	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE MERKLE-WARD	CHAIR	3.00	Officer Director	$0	$0	$0
TAMEIKA MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN PEART	DIRECTOR	1.00	Director	$0	$0	$0
LENNY RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN J SOLECKI	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA SUTTON-WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE TANBEE-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA WARDLAW	DIRECTOR (UNTIL 11/22/24)	1.00	Director	$0	$0	$0
JOHN WILSON	DIRECTOR (UNTIL 05/13/25)	1.00	Director	$0	$0	$0
JENNIFER HEATH	CHIEF EXECUTIVE OFFICER	45.00	Officer	$203,927	$23,874	$227,801
CHRISTINA FERNANDES	CHIEF FINANCIAL OFFICER/TR	45.00	Officer	$125,782	$47,574	$173,356
MARIA ARNOLD	CHIEF ADVANCEMENT OFFICER	45.00	Highest	$143,681	$7,024	$150,705
KELLY LANDINO	VICE PRESIDENT - ECONOMIC	45.00	Highest	$128,537	$29,737	$158,274
ALYSON FOX	VICE PRESIDENT - COMMUNITY	45.00	Highest	$126,610	$17,802	$144,412
SHELLY HICKS	VICE PRESIDENT - EDUCATION	45.00	Highest	$117,611	$14,782	$132,393

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	$14,943,217	$12,715,725	$11,714,991	$2,227,492
2024	$12,642,278	$11,717,734	$9,138,908	$924,544
2023	$10,142,741	$9,889,229	$7,621,027	$253,512
2022	$11,335,998	$10,523,102	$7,094,504	$812,896
2021	$9,367,710	$8,595,640	$6,322,611	$772,070
2020	$9,468,127	$8,755,387	$4,993,259	$712,740
2019	$7,696,100	$6,643,263	$3,573,170	$1,052,837

UNITED WAY OF GREATER NEW HAVEN INC