UNITED WAY OF WESTCHESTER AND PUTNAM (EIN 131997636) - 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

1962

Legal Domicile

Principal Officer

THOMAS GABRIEL

Phone

9149976700

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF WESTCHESTER AND PUTNAM, founded in 1962, is a mid-sized nonprofit in the Human Services sector that reported $10.4M in total revenue in fiscal year 2024. Expenses of $10.0M left a modest 4% surplus.

Mission

UNITED WAY OF WESTCHESTER AND PUTNAM WORKS TO CREATE A MORE EQUITABLE COMMUNITY BY ADVANCING EDUCATION, FINANCIAL STABILITY, AND HEALTH INITIATIVES.

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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 $10,161,941

Program Service Revenue $0

Investment Income $256,726

Other Revenue $2,953

TOTAL REVENUE $10,421,620

Expense Breakdown

Grants Paid $4,795,756

Salaries & Benefits $3,535,924

Fundraising Expenses $295,326

Program Expenses $9,351,643

Other Expenses $1,700,995

TOTAL EXPENSES $10,032,675

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,421,620	$10,163,792	+0.0%
Expenses	$10,032,675	$10,010,513	+0.0%
Net Income	$388,945	$153,279	+1.5%

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

130

Volunteers

2000

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

$344,808

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEIDA M FREDERICO	CHAIR OF THE BOARD	6.00	Officer Director	$0	$0	$0
WALTER HOSP	VICE CHAIR OF FINANCE, AUDIT & TREASURER	2.00	Officer Director	$0	$0	$0
LEROY FRAZER ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELLE A NICHOLAS	VICE CHAIR FOR PEOPLE, CULTURE & COMMUNITY	2.00	Officer Director	$0	$0	$0
NAJLA T HUSSEINI	VICE CHAIR OF COMMUNITY IMPACT & COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
JOSHUA KIMERLING ESQ	VICE CHAIR OF COMMUNITY IMPACT & COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
BERNADETTE SCHOPFER CPA	VICE CHAIR OF RESOURCE DEVELOPMENT	2.00	Officer Director	$0	$0	$0
MARJ CIUCCI CLTTC	VICE CHAIR OF ADMINISTRATION	2.00	Officer Director	$0	$0	$0
CHRISTINA ARMENTANO	VICE CHAIR FOR NOMINATING	2.00	Officer Director	$0	$0	$0
SWATI GOEL-PATEL	VICE CHAIR FOR NOMINATING	2.00	Officer Director	$0	$0	$0
WILLIAM MOONEY III ESQ	VICE CHAIR FOR STRATEGIC INITIATIVES	2.00	Officer Director	$0	$0	$0
VINAY DHEER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARC P BAIOCCO	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLEN BLOOM	BOARD MEMBER	2.00	Director	$0	$0	$0
JONATHON M COCCHIOLA CPA	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLENE DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN M FLANNERY ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
JUSTIN V MANEEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MEGAN M HURLEY ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN KUBICKI	BOARD MEMBER	2.00	Director	$0	$0	$0
LESLIE LAMPERT	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN D MALONEY	BOARD MEMBER	2.00	Director	$0	$0	$0
AMANDA MICHAEL ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
NINA M PATTON	BOARD MEMBER	2.00	Director	$0	$0	$0
DENISE O MATTHEWS-SERRA	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA C PICONE	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW SAIDMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RAYMOND SANCHEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SARA SERVADIO	BOARD MEMBER	2.00	Director	$0	$0	$0
BERNARD THOMBS	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDITH WATSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BO ZHANG	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS GABRIEL	PRESIDENT/CEO	55.00	Officer	$178,589	$35,696	$214,285
RICHARD MOORE	CFO	50.00	Officer	$108,780	$21,743	$130,523

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	$10,421,620	$10,032,675	$5,842,325	$388,945
2024	No data	No data	No data	No data
2023	$9,694,449	$9,574,274	$5,992,994	$120,175
2022	$10,280,091	$9,384,959	$5,306,671	$895,132
2021	$13,476,419	$13,037,535	$5,635,598	$438,884
2020	$5,246,840	$5,487,765	$4,984,894	$-240,925
2019	$7,853,299	$7,790,556	$5,254,808	$62,743
2018	$8,951,332	$8,874,640	$4,822,471	$76,692

UNITED WAY OF WESTCHESTER AND PUTNAM