UNITED WAY OF THE DUTCHESS-ORANGE REGION INC

EIN: 061045698 501(c)(3) Philanthropy & Grantmaking

POUGHKEEPSIE, NY

Total Revenue
$2,570,471
Total Expenses
$2,662,852
Total Assets
$5,032,263
Net Assets
$4,551,392
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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
1987
Legal Domicile
NY
Principal Officer
JEANNIE MONTANO
Phone
8454711900
Tax Period
2023-07-01 to 2024-06-30

UNITED WAY OF THE DUTCHESS-ORANGE REGION INC, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2023.

Mission

TO FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN OUR 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,086,605
Program Service Revenue $0
Investment Income $320,169
Other Revenue $163,697
TOTAL REVENUE $2,570,471

Expense Breakdown

Grants Paid $943,485
Salaries & Benefits $1,229,764
Fundraising Expenses $286,403
Program Expenses $2,218,977
Other Expenses $489,603
TOTAL EXPENSES $2,662,852

Year-over-Year Comparison

2023 2022 Change
Revenue $2,570,471 $2,419,743 +0.1%
Expenses $2,662,852 $2,646,849 +0.0%
Net Income $-92,381 $-227,106 -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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Governance

Voting Members
22
Independent Members
22
Employees
21
Volunteers
8244

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
7
$292,341
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEVIN CLEARY CHAIR 2.00
Officer Director
$0 $0 $0
TIMOTHY EISENTRAUT 1ST VICE CHAIR 2.00
Officer Director
$0 $0 $0
CANDY DAVIES 2ND VICE CHAIR 2.00
Officer Director
$0 $0 $0
SUSAN HOWELL TREASURER 2.00
Officer Director
$0 $0 $0
MICHAEL MAZZUCA SECRETARY 2.00
Officer Director
$0 $0 $0
HEATHER BELL BOARD MEMBER 2.00
Director
$0 $0 $0
AMY BERGER BOARD MEMBER 2.00
Director
$0 $0 $0
FRED CLARKE BOARD MEMBER 2.00
Director
$0 $0 $0
MATTHEW CRUZ BOARD MEMBER 2.00
Director
$0 $0 $0
ARTHUR DEDOMINICIS BOARD MEMBER 2.00
Director
$0 $0 $0
MELISSA GAEKE BOARD MEMBER 2.00
Director
$0 $0 $0
CHRIS GILBERT BOARD MEMBER 2.00
Director
$0 $0 $0
TIMOTHY KANE BOARD MEMBER 2.00
Director
$0 $0 $0
PHILLIP LEKANIDES BOARD MEMBER 2.00
Director
$0 $0 $0
KADIYAH LODGE BOARD MEMBER 2.00
Director
$0 $0 $0
SHARON MCGINNIS BOARD MEMBER 2.00
Director
$0 $0 $0
MARTA NEWKIRK BOARD MEMBER 2.00
Director
$0 $0 $0
MICHELLE S O'REILLY BOARD MEMBER 2.00
Director
$0 $0 $0
KIMBERLY PENNINGTON BOARD MEMBER 2.00
Director
$0 $0 $0
BARRY ROTHFELD BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN STROLIGO BOARD MEMBER 2.00
Director
$0 $0 $0
MARK VILLANTI BOARD MEMBER 2.00
Director
$0 $0 $0
JEANNIE MONTANO PRESIDENT & CEO 40.00
Officer
$168,404 $24,636 $193,040
SUSAN MANNING VP FINANCE 40.00
Officer
$81,583 $17,718 $99,301
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
2024 $2,570,471 $2,662,852 $5,032,263 $-92,381
2023 $2,419,743 $2,646,849 $5,049,457 $-227,106
2022 $2,699,351 $2,596,395 $4,976,069 $102,956
2021 $2,890,156 $2,625,414 $5,788,372 $264,742
2020 $2,765,293 $2,979,009 $4,763,027 $-213,716
2019 $3,045,125 $3,072,511 $5,110,497 $-27,386
2018 $2,400,135 $2,759,771 $5,073,484 $-359,636
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