UNITED WAY OF ROCKLAND (EIN 132535262) - 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

STEPHEN PAPAS

Phone

8453588929

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF ROCKLAND, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $686K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $639K left a modest 7% surplus.

Mission

TO INCREASE THE VALUE AND IMPACT OF COMMUNITY SUPPORT AND RESOURCES THROUGH COLLABORATION THAT ADVANCE THE COMMON GOOD.

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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 $649,657

Program Service Revenue $31,200

Investment Income $136

Other Revenue $5,163

TOTAL REVENUE $686,156

Expense Breakdown

Grants Paid $272,174

Salaries & Benefits $271,503

Fundraising Expenses $38,648

Program Expenses $537,866

Other Expenses $95,434

TOTAL EXPENSES $639,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,156	$626,789	+0.1%
Expenses	$639,111	$801,172	-0.2%
Net Income	$47,045	$-174,383	-1.3%

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

710

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

$80,000

Total Directors

$80,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN PAPAS	President & CEO	40.00	Officer Director	$80,000	$0	$80,000
CHRISTINA BELLO	Director	1.00	Director	$0	$0	$0
RICH CARROLL	Treasurer	1.00	Officer Director	$0	$0	$0
PATRICIA GUNNING	Director	1.00	Director	$0	$0	$0
ALLISON JOHANSMEYER	Director	1.00	Director	$0	$0	$0
FRANK LA GRECA	Director	1.00	Director	$0	$0	$0
JOHN FELLA	Director	1.00	Director	$0	$0	$0
JOANNA PITONZO	Director	1.00	Director	$0	$0	$0
MIKE MIRANDA	Chairman	1.00	Officer Director	$0	$0	$0
ROBERT MURRAY	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	$686,156	$639,111	$314,144	$47,045
2024	$626,789	$801,172	$267,358	$-174,383
2023	$596,019	$755,492	$423,604	$-159,473
2022	$1,512,547	$1,152,588	$561,061	$359,959
2021	$1,134,623	$1,195,448	$239,499	$-60,825
2020	$842,786	$893,117	$306,633	$-50,331
2019	$680,802	$770,844	$372,566	$-90,042
2018	$610,173	$697,828	$456,452	$-87,655

UNITED WAY OF ROCKLAND