UNITED WAY OF WESTCHESTER AND PUTNAM

EIN: 131997636 501(c)(3) Human Services

WHITE PLAINS, NY

Total Revenue
$10,421,620
Total Expenses
$10,032,675
Total Assets
$5,842,325
Net Assets
$4,714,484
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Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
NY
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 MOBILIZES STRATEGIC PARTNERSHIPS AND LEVERAGES RESOURCES TO CREATE A MORE EQUITABLE COMMUNITY BY ADVANCING EDUCATION, FINANCIAL STABILITY, AND HEALTH INITIATIVES.

Program Service Accomplishments

Program 1
Expenses: $6,251,386

THE UNITED WAY IS COMMITTED TO LIFTING-UP THE ALMOST 40% OF FAMILIES AND INDIVIDUALS LIVING IN POVERTY OR PAYCHECK TO PAYCHECK IN OUR COMMUNITY. ONE OF THE PRIMARY WAYS WE SUPPORT STRUGGLING FAMILIES...

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THE UNITED WAY IS COMMITTED TO LIFTING-UP THE ALMOST 40% OF FAMILIES AND INDIVIDUALS LIVING IN POVERTY OR PAYCHECK TO PAYCHECK IN OUR COMMUNITY. ONE OF THE PRIMARY WAYS WE SUPPORT STRUGGLING FAMILIES TRYING TO MAKE ENDS-MEET IS BY MAKING FINANCIAL OR INKIND GRANTS TO LOCAL NONPROFIT PARTNERS. IN 2024-25, WE ADMINISTERED $5,267,358 (TAKEN FROM AUDIT SCHEDULE OF COMMUNITY EXPENSES LINES: ESSENTIAL GOODS, COMMUNITY IMPACT GRANTS, CAPACITY BUILDING GRANT, EMERGENCY FOOD AND SHELTER AND LEVERAGED COMMUNITY IMPACT FOR ESSENTIAL GOODS) IN GRANTS AND GOODS. OUR GRANT MAKING EFFORTS DURING THE 2024-25 FISCAL YEAR TOTALED $256,268 (TAKEN FROM AUDIT SCHEDULE OF COMMUNITY EXPENSES LINES: COMMUNITY IMPACT GRANTS, CAPACITY BUILDING GRANT, EMERGENCY FOOD AND SHELTER). THROUGH THE CAPACITY BUILDING, COMMUNITY IMPACT, AND EMERGENCY FOOD AND SHELTER GRANTS, WE SUPPORTED THE WORK OF 40 NONPROFIT ORGANIZATIONS IN WESTCHESTER AND PUTNAM THAT COLLECTIVELY HELPED TENS OF THOUSANDS OF INDIVIDUALS AND FAMILIES WHO WERE STRUGGLING TO SURVIVE. THE EMERGENCY FOOD AND SHELTER PROGRAM IN WESTCHESTER AND PUTNAM IS PART OF THE FEDERALLY FUNDED PROGRAM THAT IS MANAGED BY UNITED WAY WORLDWIDE. A LOCAL EMERGENCY FOOD AND SHELTER BOARD FOR EACH COUNTY, INVOLVING REPRESENTATIVES OF THE NINE ORGANIZATIONS, INCLUDING LOCAL UNITED WAYS AND OTHER PUBLIC AND COMMUNITY LEADERS, ALLOCATE FUNDS FROM THE TOTAL COUNTY-WIDE ALLOCATION -- BASED ON SEVERAL NEEDS-ORIENTED FACTORS INCLUDING EQUITY TO MARGINALIZED POPULATIONS -- TO LOCAL 501(C)(3) AGENCIES REQUESTING EMERGENCY FUNDS TO EXPAND THEIR CAPACITY TO SERVE THE NEWLY HUNGRY AND HOMELESS. THE CAPACITY BUILDING AND COMMUNITY IMPACT GRANTS WERE FUNDED BY MONIES RAISED BY UWWP AND THE ALLOCATIONS WERE DETERMINED BY ITS VOLUNTEER IMPACT COMMITTEE. UWWP'S ESSENTIAL GOODS FOR BASIC NEEDS PROGRAM DISTRIBUTED $4,795,756 WORTH OF GOODS (TAKEN FROM AUDIT SCHEDULE OF COMMUNITY EXPENSES LINES: ESSENTIAL GOODS), INCLUDING FOOD, BEDDING, CLOTHING, DIAPERS, HYGIENE PRODUCTS, BOOKS, TOYS, AND CHILDREN'S ACTIVITIES THROUGH 194 AGENCIES TO 109,325 HOUSEHOLDS DURING THE 2024-25 FISCAL YEAR. THE GOODS (ALMOST ALL BRAND NEW) FROM THE ESSENTIAL GOODS PROGRAM ARE EITHER DONATED FROM OUR RETAIL OR WHOLESALE PARTNERS OR THROUGH COMMUNITY DRIVES ORGANIZED BY VOLUNTEERS.

Program 2
Expenses: $2,447,809

DURING THE 2024-25 FISCAL YEAR, UNITED WAY'S 211 HELPLINE (WHICH SERVES THE HUDSON VALLEY, LONG ISLAND, CAPITAL REGION, AND ADIRONDACKS) CONTINUED TO PLAY A VITAL ROLE CONNECTING FAMILIES AND...

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DURING THE 2024-25 FISCAL YEAR, UNITED WAY'S 211 HELPLINE (WHICH SERVES THE HUDSON VALLEY, LONG ISLAND, CAPITAL REGION, AND ADIRONDACKS) CONTINUED TO PLAY A VITAL ROLE CONNECTING FAMILIES AND INDIVIDUALS TO THE BASIC NEEDS PROGRAMS THAT CAN ASSIST THEM. UNITED WAY'S 211 HELPLINE AND ONLINE REFERRAL DATABASE OFFERS FREE INFORMATION, REFERRAL, ASSESSMENT, AND CRISIS SUPPORT TO HELP PEOPLE ACCESS THE HEALTH AND HUMAN SERVICES THEY NEED TO ADDRESS EVERYDAY CHALLENGES. UW'S 211 ALSO WORKS WITH LOCAL SOCIAL SERVICE DEPARTMENTS AND GOVERNMENT AGENCIES TO PROVIDE REFERRALS AND RESOURCES TO RESIDENTS. THESE RELATIONSHIPS HAVE BEEN VITAL TO SOLVING VERY COMPLICATED SOCIAL SERVICE NEEDS. 211 IS A CONFIDENTIAL, MULTILINGUAL, AND COMPREHENSIVE SERVICE WITH A DATABASE OF MORE THAN 25,000 SERVICES AND PROGRAMS THAT ARE UPDATED THROUGHOUT THE YEAR. TRAINED CALL SPECIALISTS ARE AVAILABLE 24/7, 365 DAYS A WEEK THROUGH THE UW'S 211 AND CAN ASSIST CALLERS IN 200+ LANGUAGES (THROUGH TRANSPERFECT) AS WELL AS THE HEARING-IMPAIRED. UNITED WAY'S 211 HELPLINE IS AN INFORMUSA-ACCREDITED CALL CENTER WHICH ENSURES THAT THE RESOURCE DATABASE USED TO REFER CALLERS TO PROGRAMS AND SERVICES IS ORGANIZED ACCORDING TO THE NATIONALLY-STANDARDIZED PROBLEMS AND NEEDS CATEGORIES AND INCLUDES RESOURCE LISTINGS FOR SERVICES THAT RANGE FROM CHILDCARE TO FOOD PANTRIES; SHELTERS TO SPECIALIZED SERVICES FOR VETERANS AND MILITARY FAMILIES; AND MENTAL HEALTH TO TRANSPORTATION. THE DATABASE IS ALSO AVAILABLE ONLINE AT WWW.211HUDSONVALLEY.ORG AND SINCE 2019, TEXTING CAPABILITIES ARE AVAILABLE FROM 9 A.M. TO 5 P.M., MONDAY FRIDAY. TEXTING OFFERS OPTIONS FOR THOSE LESS LIKELY TO WANT TO MAKE A PHONE CALL AND IS PARTICULARLY HELPFUL IN SENDING OUTGOING MESSAGES TO CONFIRM TAX APPOINTMENTS OR PROVIDE INFORMATION DURING TIMES OF A DISASTER (LIKE A HURRICANE OR DURING THE COVID-19 PANDEMIC). THE CALL CENTER, RUN BY UNITED WAY AND LOCATED IN WHITE PLAINS, NY, MANAGED OVER 727,000 INTERACTIONS (ACROSS CALL, TEXT, EMAIL AND WEB SEARCH OPTIONS) DURING 2025 FROM TWELVE COUNTIES IN NEW YORK STATE IN WHICH OVER 19,623 CALLS WERE TAX RELATED WHICH RESULTED IN REFUNDS AND CREDITS OF OVER $26 MILLION (FROM LINI'S MOST RECENT REPORT AND CHARMAINE'S 211 ENEWS). 211 OPERATES AS PROGRAMS OF THE UNITED WAY AND IS UNDERWRITTEN BY LOCAL UNITED WAYS, GOVERNMENT AGENCIES, AND CORPORATE FOUNDATIONS. UNITED WAY RUNS THE 211 HELPLINE FOR THE HUDSON VALLEY REGION, WHICH INCLUDES DUTCHESS, ORANGE, PUTNAM, ROCKLAND, SULLIVAN, ULSTER, AND WESTCHESTER COUNTIES. IT ALSO RUNS THE 211 HELPLINE FOR THE LONG ISLAND REGION, WHICH INCLUDES NASSAU AND SUFFOLK COUNTIES. IN ADDITION, UNITED WAY CONTRACTS WITH THE UNITED WAY'S IN THE CAPITAL REGION AND ADIRONDACK REGION TO PROVIDE CALL CENTER SERVICES IN SUPPORT OF THEIR 211 EFFORTS.

Program 3
Expenses: $652,448

UNITED WAY'S EDUCATION UNITED AFTER-SCHOOL ACADEMIC AND ENRICHMENT PROGRAM OPERATED IN THREE SCHOOLS ACROSS THREE SCHOOL DISTRICTS IN 2024-25 AND SERVED 533 FIRST-THIRD GRADE CHILDREN. THE PROGRAM...

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UNITED WAY'S EDUCATION UNITED AFTER-SCHOOL ACADEMIC AND ENRICHMENT PROGRAM OPERATED IN THREE SCHOOLS ACROSS THREE SCHOOL DISTRICTS IN 2024-25 AND SERVED 533 FIRST-THIRD GRADE CHILDREN. THE PROGRAM TOOK PLACE AT BROOKSIDE ELEMENTARY SCHOOL IN OSSINING, HIGHVIEW ELEMENTARY SCHOOL IN GREENBURGH, AND MORSE ELEMENTARY SCHOOL IN TARRYTOWN. THIS FREE, INCLUSIVE PROGRAM WAS DESIGNED TO PROVIDE CHILDREN WITH A SAFE AND SUPPORTIVE ENVIRONMENT TO LEARN, GROW, AND HAVE FUN AFTER SCHOOL HOURS. THE PROGRAM OFFERS A RANGE OF ACTIVITIES TO SUPPORT ACADEMIC ACHIEVEMENT, INCLUDING HOMEWORK HELP, ARTS AND CRAFTS, FITNESS AND WELLNESS ACTIVITIES, SOCIAL-EMOTIONAL LEARNING ACTIVITIES, STEM ACTIVITIES, AND MORE IN BOTH ENGLISH AND SPANISH. THERE IS ALSO A RANGE OF SERVICES FOR PARENTS OF THE PROGRAM PARTICIPANTS, INCLUDING FREE LYFT TRANSPORTATION, WORK READINESS AND CAREER AWARENESS, AND ACCESS TO UNITED WAY'S ESSENTIAL GOODS AND 211 PROGRAM. IN ADDITION, PARENTS DO NOT NEED TO WORRY ABOUT AFTER-SCHOOL CARE OR SNACKS WHILE THEIR CHILDREN ARE IN THE PROGRAM, WHICH HELPS TO REDUCE THOSE COSTS FOR FAMILIES. IT IS FUNDED THROUGH A 21ST CENTURY COMMUNITY LEARNING CENTERS GRANT AS WELL AS A LEAPS GRANT, BOTH FROM NEW YORK STATE, AS WELL AS OTHER FUNDING SOURCES. UNITED WAY ESTIMATES THAT THE FAMILIES WITH CHILDREN ENROLLED IN THIS FREE AFTERSCHOOL PROGRAM RECEIVE AN ECONOMIC BENEFIT OF MORE THAN $9.1 MILLION (FROM OUR ESTIMATE OF LEVERAGED IMPACT BEING PRESENTED TO THE BOARD TOMORROW) FROM NOT PAYING TUITION AS WELL AS HAVING THE ABILITY TO WORK AN ADDITIONAL 12 HOURS A WEEK WHILE THEIR CHILD IS ENROLLED IN THE PROGRAM. EDUCATION UNITED'S MAIN GOALS, MEASURED BY PERFORMANCE INDICATORS, ARE TO PROVIDE SERVICES AND PROGRAMMING THAT IMPROVE BOTH ACADEMIC AND SOCIAL-EMOTIONAL OUTCOMES FOR STUDENTS, SUPPORT THE FAMILIES OF THESE STUDENTS, AND FOSTER INCREASED COMMUNITY INVOLVEMENT AMONG KEY STAKEHOLDERS. AN INDEPENDENT EVALUATION FOUND THAT DURING THE 2024-25 SCHOOL YEAR, THE PROGRAM HAD 616 STUDENTS PARTICIPATE WITH 533 ATTENDING REGULARLY. ON AVERAGE, STUDENTS WHO REGULARLY PARTICIPATED SAW AN INCREASE IN THEIR READING AND MATH SCORES OF 93% AND 96% RESPECTIVELY. 67% OF STUDENTS THAT WERE CHRONICALLY ABSENT INCREASED THEIR SCHOOL ATTENDANCE IN 2024-25. SCHOOL TEACHERS RECOGNIZED AN 80% INCREASE IN CLASSROOM ENGAGEMENT AND ACADEMIC IMPROVEMENT AMONGST THE STUDENTS ENROLLED IN OUR EDUCATION UNITED PROGRAM. AND 96% OF PARENTS SURVEYED WOULD RECOMMEND THE EDUCATION UNITED PROGRAM TO OTHERS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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Governance

Voting Members
32
Independent Members
32
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
13
$344,808
Total Directors
32
$0
Key Employees
0
$0
Highest Compensated
0
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
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