UNITED WAY OF LONG ISLAND (EIN 116042392) - 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

1964

Legal Domicile

Principal Officer

theresa regnante

Phone

6319403705

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF LONG ISLAND, founded in 1964, is a mid-sized nonprofit that reported $16.5M in total revenue in fiscal year 2024.

Mission

United Way of Long Island works across sectors to diagnose community challenges, design solutions to expand educational, income and health opportunities and deploys resources to drive positive change guided by measurable results.

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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 $15,380,115

Program Service Revenue $0

Investment Income $72,712

Other Revenue $1,055,651

TOTAL REVENUE $16,508,478

Expense Breakdown

Grants Paid $11,302,859

Salaries & Benefits $4,073,818

Fundraising Expenses $1,241,872

Program Expenses $14,785,574

Other Expenses $1,174,960

TOTAL EXPENSES $16,599,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,508,478	$17,275,943	0.0%
Expenses	$16,599,637	$17,178,388	0.0%
Net Income	$-91,159	$97,555	-1.9%

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

100

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

$406,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theresa Regnante	President	40.00	Officer	$347,584	$59,241	$406,825
Craig fligstein	CDO	40.00		$197,103	$50,267	$247,370
RICHARD WERTHEIM	HOUSING DIRECTOR	40.00		$185,157	$50,807	$235,964
GEORGETTE BEAL	SR VP GRANTS ADMIN	40.00		$159,908	$47,391	$207,299
Salvatore Matera	CFO	40.00		$183,674	$12,274	$195,948
stephen muzyka	Training instruct	40.00		$107,569	$9,224	$116,793
alexander bateman	Director	1.00	Director	$0	$0	$0
Lynda Nicolino	Chair	5.00	Officer Director	$0	$0	$0
John Durso	Director	1.00	Director	$0	$0	$0
Lynda Hullstrung	Treasurer	5.00	Officer Director	$0	$0	$0
Maria Grasso	Secretary	5.00	Officer Director	$0	$0	$0
Robert Wild	Director Emer.	1.00	Director	$0	$0	$0
Matthew Aracich	Director	1.00	Director	$0	$0	$0
Bernadette Kasnicki	General Counsel	5.00	Officer Director	$0	$0	$0
Dana Boylan	Director	1.00	Director	$0	$0	$0
David Calone	Director	1.00	Director	$0	$0	$0
Michael Patrick Caplice	Director	1.00	Director	$0	$0	$0
Aaron Choo	vice chair	5.00	Officer Director	$0	$0	$0
Monica Miranda	Director	1.00	Director	$0	$0	$0
Gregory Clark	Director	1.00	Director	$0	$0	$0
Jennifer Cona	Director	1.00	Director	$0	$0	$0
Erick Hunt	Director	1.00	Director	$0	$0	$0
Joanne DeFino	Director	1.00	Director	$0	$0	$0
Jerome Bost	Director	1.00	Director	$0	$0	$0
William Misita	Director	1.00	Director	$0	$0	$0
Paul Fleishman	Director	1.00	Director	$0	$0	$0
Gloria Gargano	Director	1.00	Director	$0	$0	$0
Kevin Gates	Director	1.00	Director	$0	$0	$0
Thomas Gilmartin	Director	1.00	Director	$0	$0	$0
Deborah Schiff	Director	1.00	Director	$0	$0	$0
John Guadagno	Director	1.00	Director	$0	$0	$0
Dina Sforza	Director	1.00	Director	$0	$0	$0
Katherine Heaviside	Director	1.00	Director	$0	$0	$0
Marc Herbst	Director	1.00	Director	$0	$0	$0
Erika Hill	Director	1.00	Director	$0	$0	$0
Richard Kessel	Director	1.00	Director	$0	$0	$0
Rosalie Drago	Director	1.00	Director	$0	$0	$0
Jaime Stojanowski	Director	1.00	Director	$0	$0	$0
Marc Edelman	Director	1.00	Director	$0	$0	$0
Kerry Thomas	Director	1.00	Director	$0	$0	$0
Janet Lenaghan	Director	1.00	Director	$0	$0	$0
Jennefer Maldonado	Director	1.00	Director	$0	$0	$0
Daniel Lloyd	Director	1.00	Director	$0	$0	$0
David Lyons	Director	1.00	Director	$0	$0	$0
Magdalonie Paris-Campbell	Director	1.00	Director	$0	$0	$0
Ryan Stanton	Director	1.00	Director	$0	$0	$0
Michelle Zettergren	Director	1.00	Director	$0	$0	$0
Victoria Schneps	Director	1.00	Director	$0	$0	$0
Therese Vobis	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	$16,508,478	$16,599,637	$13,695,753	$-91,159
2024	$17,275,943	$17,178,388	$15,187,966	$97,555
2023	$14,893,105	$14,457,395	$14,887,365	$435,710
2023	$14,893,105	$14,457,395	$14,887,365	$435,710
2022	$14,770,315	$13,750,103	$13,444,061	$1,020,212
2021	$14,724,156	$14,196,049	$14,213,576	$528,107
2020	$16,787,743	$16,663,625	$11,534,526	$124,118
2019	$17,121,008	$17,014,959	$13,424,832	$106,049
2018	$16,881,961	$16,638,142	$10,348,178	$243,819

UNITED WAY OF LONG ISLAND