UNITED WAY OF NAUGATUCK AND BEACON FALLS INC (EIN 060788028) - 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

1963

Legal Domicile

Principal Officer

JENNIFER ZBELL

Phone

2037291564

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $492K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

TO FUND CHARITABLE AGENCIES IN THE NAUGATUCK AND BEACON FALLS AREA

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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 $431,670

Program Service Revenue $0

Investment Income $4,513

Other Revenue $55,860

TOTAL REVENUE $492,043

Expense Breakdown

Grants Paid $374,200

Salaries & Benefits $86,523

Fundraising Expenses $29,905

Program Expenses $421,211

Other Expenses $19,021

TOTAL EXPENSES $479,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,043	$542,592	-0.1%
Expenses	$479,744	$507,723	-0.1%
Net Income	$12,299	$34,869	-0.6%

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

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

$60,866

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH CALLAHAN	DIRECTOR	3.00	Director	$0	$0	$0
MARCELO MARTINS	TREASURER	3.00	Officer Director	$0	$0	$0
DONNA ANDREW	DIRECTOR	3.00	Director	$0	$0	$0
CLAUDIA VAUDREUIL	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER ZBELL	PRESIDENT	3.00	Officer Director	$0	$0	$0
MADISYN BIACHINI	DIRECTOR	3.00	Director	$0	$0	$0
KIM SANTULLI	SECRETARY	3.00	Officer Director	$0	$0	$0
JOE BOTTACARI	DIRECTOR	3.00	Director	$0	$0	$0
ADAM BRONKO	DIRECTOR	3.00	Director	$0	$0	$0
KOREY JARJURA	DIRECTOR	3.00	Director	$0	$0	$0
COURTNEY LIGI	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT DICKSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ALEXIA MCMASTERS	DIRECTOR	3.00	Director	$0	$0	$0
ALLAN MONTEIRO	EX-OFFICIO	3.00	Officer Director	$0	$0	$0
FRANCIS SANTANA	DIRECTOR	3.00	Director	$0	$0	$0
JOSHUA VAUGHN	DIRECTOR	3.00	Director	$0	$0	$0
SHEILA SOARES	DIRECTOR	3.00	Director	$0	$0	$0
LISA SHAPPY	EXECUTIVE DIRECTOR	40.00	Key Emp	$60,866	$0	$60,866

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
2024	$492,043	$479,744	$557,005	$12,299
2023	$542,592	$507,723	$582,435	$34,869
2022	$457,883	$455,062	$493,488	$2,821
2021	$432,664	$436,876	$480,803	$-4,212
2020	$405,534	$392,832	$449,397	$12,702
2019	$392,203	$401,354	$425,702	$-9,151
2018	$388,629	$401,277	$491,914	$-12,648

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC