MIDDLESEX UNITED WAY INC (EIN 060665170) - 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

1935

Legal Domicile

Principal Officer

SHAWONDA SWAIN

Phone

8603468695

Tax Period

2022-07-01 to 2023-06-30

MIDDLESEX UNITED WAY INC, founded in 1935, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $923K in total revenue in fiscal year 2022. Revenue decreased 5% compared to the prior year.

Mission

MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $866,902

Program Service Revenue $17,524

Investment Income $38,823

Other Revenue $0

TOTAL REVENUE $923,249

Expense Breakdown

Grants Paid $370,045

Salaries & Benefits $469,351

Fundraising Expenses $165,152

Program Expenses $633,067

Other Expenses $142,323

TOTAL EXPENSES $981,719

Year-over-Year Comparison

	2022	2021	Change
Revenue	$923,249	$976,328	-0.1%
Expenses	$981,719	$1,163,729	-0.2%
Net Income	$-58,470	$-187,401	-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

160

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

$96,985

Total Directors

$96,985

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWONDA SWAIN	PRESIDENT &	40.00	Officer Director	$96,985	$0	$96,985
ROSARIO RIZZO	HONORARY DIR	5.00	Director	$0	$0	$0
WILLIAM WRANG	HONORARY DIR	5.00	Director	$0	$0	$0
HARRY BURR	HONORARY DIR	5.00	Director	$0	$0	$0
DAVID REYNOLDS	HONORARY DIR	5.00	Director	$0	$0	$0
SCOTT CARLSON	BOARD MEMBER	5.00	Director	$0	$0	$0
FAITH JACKSON	BOARD MEMBER	5.00	Director	$0	$0	$0
RAMONA BURKEY	BOARD MEMBER	5.00	Director	$0	$0	$0
DUNCAN OLAECHEA	BOARD MEMBER	5.00	Director	$0	$0	$0
KEVIN HARRIS	BOARD MEMBER	5.00	Director	$0	$0	$0
JOE SANTANIELLO	BOARD MEMBER	5.00	Director	$0	$0	$0
ALISSA DEJONGE	BOARD MEMBER	5.00	Director	$0	$0	$0
LAKISHA HYATT	BOARD MEMBER	5.00	Director	$0	$0	$0
REV ROBYN ANDERSON	BOARD MEMBER	5.00	Director	$0	$0	$0
KRISTEN ROBERTS	BOARD MEMBER	5.00	Director	$0	$0	$0
JOSHUA RIVERA	BOARD MEMBER	5.00	Director	$0	$0	$0
ROBERT ROSE	BOARD MEMBER	5.00	Director	$0	$0	$0
JON BRINK	BOARD MEMBER	5.00	Director	$0	$0	$0
KIMBERLY HOGAN	BOARD MEMBER	5.00	Director	$0	$0	$0
LENA OCANSEY	BOARD MEMBER	5.00	Director	$0	$0	$0
KEVIN REICH	COMM IMPACT	5.00	Director	$0	$0	$0
MARISOL RODRIGUEZ	HUMAN RESOUR	5.00	Director	$0	$0	$0
ALLISON DOWE	WOMEN UNITED	5.00	Director	$0	$0	$0
CLIFFORD STRAUB	TREASURER	5.00	Officer Director	$0	$0	$0
MEGHAN SLATER	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
GARY WALLACE	VICE-CHAIRPE	5.00	Officer 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	No data	No data	No data	No data
2023	$923,249	$981,719	$2,090,887	$-58,470
2022	$976,328	$1,163,729	$2,029,637	$-187,401
2021	$1,228,081	$1,356,219	$2,725,842	$-128,138
2020	$1,448,306	$1,504,600	$2,507,645	$-56,294
2019	$1,562,076	$1,686,108	$2,583,455	$-124,032

MIDDLESEX UNITED WAY INC