United Way of Southeastern Connecticut Inc (EIN 060771393) - 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

1969

Legal Domicile

Phone

8604647281

Tax Period

2024-07-01 to 2025-06-30

United Way of Southeastern Connecticut Inc, founded in 1969, is a mid-sized nonprofit that reported $14.2M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

To inspire and coordinate the generosity and commitment that sustains a united, thriving community.

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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 $13,932,840

Program Service Revenue $0

Investment Income $299,109

Other Revenue $0

TOTAL REVENUE $14,231,949

Expense Breakdown

Grants Paid $10,747,792

Salaries & Benefits $2,219,970

Fundraising Expenses $952,874

Program Expenses $12,422,701

Other Expenses $917,023

TOTAL EXPENSES $13,884,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,231,949	$11,216,416	+0.3%
Expenses	$13,884,785	$10,929,337	+0.3%
Net Income	$347,164	$287,079	+0.2%

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

2039

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

$191,848

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dina Sears-Graves	President & CEO	40.00	Officer	$152,145	$39,703	$191,848
Julie Wachtmann	Vice President of Finance	40.00		$128,364	$43,321	$171,685
Rebecca Reutlinger	Vice President of Resource	40.00		$122,625	$17,963	$140,588
Scott Umbel	Vice President of Community Impact	40.00		$103,382	$16,045	$119,427
Anne Stockton	Vice President of Food Center	40.00		$105,898	$8,472	$114,370
Brian Orenstein	Director	1.00	Director	$0	$0	$0
Josh Kelly	Director	1.00	Director	$0	$0	$0
Megan Roberts	Director	1.00	Director	$0	$0	$0
Jim Newman	Director	1.00	Director	$0	$0	$0
Megan Gilbert	Director	1.00	Director	$0	$0	$0
Dale Cunningham	Director	1.00	Director	$0	$0	$0
Wayne Burgess	Director	1.00	Director	$0	$0	$0
Rodney Butler	Director	1.00	Director	$0	$0	$0
Ray Stanley	Director	1.00	Director	$0	$0	$0
Julie Vance	Director	0.00	Director	$0	$0	$0
Ken Ewell	Treasurer	1.00	Officer Director	$0	$0	$0
Jeff Hamilton	Director	1.00	Director	$0	$0	$0
Ornet Hines	Director	1.00	Director	$0	$0	$0
Anthony Mastroianni	Director	1.00	Director	$0	$0	$0
Chris LaRose	Chair	1.00	Officer Director	$0	$0	$0
Michele Scott	Director	1.00	Director	$0	$0	$0
Marie-Claire Peakman	Past Chair	1.00	Officer Director	$0	$0	$0
Karen Walters	Secretary	1.00	Officer Director	$0	$0	$0
Nikki Gullickson	Director	1.00	Director	$0	$0	$0
Josh Morris	Director	1.00	Director	$0	$0	$0
Jerry Renaud	Director	1.00	Director	$0	$0	$0
Nate Quesnel	Director	1.00	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	$14,231,949	$13,884,785	$13,188,378	$347,164
2024	$11,216,416	$10,929,337	$12,355,927	$287,079
2023	$10,296,391	$10,529,515	$10,548,622	$-233,124
2022	$8,943,002	$9,072,562	$10,705,205	$-129,560
2021	$8,671,079	$8,469,080	$12,113,928	$201,999
2020	$8,476,572	$8,644,205	$10,545,046	$-167,633
2019	$8,055,364	$8,285,830	$10,266,449	$-230,466
2019	$8,055,365	$8,285,834	$10,266,449	$-230,469
2018	$8,490,222	$8,624,880	$10,302,951	$-134,658

United Way of Southeastern Connecticut Inc