UNITED WAY OF NEW YORK CITY (EIN 132617681) - 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

1968

Legal Domicile

Principal Officer

GRACE BONILLA

Phone

2122512431

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF NEW YORK CITY, founded in 1968, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $81.2M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

UNITED WAY OF NEW YORK CITY (UWNYC) MOBILIZES COMMUNITIES, BREAKS DOWN BARRIERS,(SEE SCHEDULE O) AND BUILDS OPPORTUNITIES FOR LOW-INCOME NEW YORKERS FOR THE BENEFIT OF ALL. WE HOLD A VISION FOR COMMUNITIES WHERE INDIVIDUALS AND FAMILIES HAVE ACCESS TO QUALITY EDUCATION, EQUITABLE OPPORTUNITIES, AND THE RESOURCES THEY NEED TO LEAD HEALTHY AND FINANCIALLY SECURE LIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $80,858,765

Program Service Revenue $18,950

Investment Income $333,747

Other Revenue $37,266

TOTAL REVENUE $81,248,728

Expense Breakdown

Grants Paid $63,437,874

Salaries & Benefits $13,394,183

Fundraising Expenses $2,996,554

Program Expenses $74,811,525

Other Expenses $7,023,693

TOTAL EXPENSES $84,027,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,248,728	$65,202,367	+0.2%
Expenses	$84,027,950	$68,535,484	+0.2%
Net Income	$-2,779,222	$-3,333,117	-0.2%

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

131

Volunteers

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

$1,238,018

Total Directors

Key Employees

$201,612

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANI TOOMER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BREGENZER	DIRECTOR	1.00	Director	$0	$0	$0
ANISH MELWANI	DIRECTOR	1.00	Director	$0	$0	$0
ANN M VERMES	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIO RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
BERNICE A CLARK	DIRECTOR	1.00	Director	$0	$0	$0
BRAD A ROTHBAUM	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN BIDWELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE FENSKE	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER J PERRY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HW TURNER	DIRECTOR	1.00	Director	$0	$0	$0
DENISE M PICKETT	DIRECTOR & CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
DIPTI S GULATI	DIRECTOR	1.00	Director	$0	$0	$0
DONALD F DONAHUE	DIRECTOR & CO-CHAIR	1.00	Officer Director	$0	$0	$0
ELLY KEINAN	DIRECTOR	1.00	Director	$0	$0	$0
EVAN KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN CASTILLO	DIRECTOR	1.00	Director	$0	$0	$0
FELIX V MATOS RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
HEDIEH FAKHRIYAZDI	DIRECTOR	1.00	Director	$0	$0	$0
HELEN ARTEAGA LANDAVERDE	DIRECTOR	1.00	Director	$0	$0	$0
JANA FLEISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PIEPSZAK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER WARREN	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH A CABRERA	DIRECTOR & VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JOSHUA B MASON	DIRECTOR	1.00	Director	$0	$0	$0
KARYN L TWARONITE	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN KAMINSKY	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH BRONFIN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN W STONE	SECRETARY	1.00	Officer Director	$0	$0	$0
KIM HANSON	DIRECTOR	1.00	Director	$0	$0	$0
LARRY KLANE	DIRECTOR & CO-CHAIR	1.00	Officer Director	$0	$0	$0
LORRAINE M LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
NEIL MASTERSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PAPAS	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL KESSLER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT J ANCONA	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT W MULLEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN ZIVIC	DIRECTOR	1.00	Director	$0	$0	$0
SAMIR A GANDHI	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ERICSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN CHOI	DIRECTOR	1.00	Director	$0	$0	$0
TED MOUDIS	DIRECTOR	1.00	Director	$0	$0	$0
THEO YEDINSKY	DIRECTOR	1.00	Director	$0	$0	$0
TODD SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY GAVEN-BRIDGMAN	DIRECTOR	1.00	Director	$0	$0	$0
YESENIA SCHEKER IZQUIERDO	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY FULLINGTON	CFO	35.00	Officer	$0	$0	$0
EICHAKEEM MCCLARY	EXEC VP & CHIEF LEGAL ASST	35.00	Officer	$262,685	$23,765	$286,450
GRACE BONILLA	PRESIDENT & CEO	35.00	Officer	$435,019	$74,620	$509,639
TANISHA MCKNIGHT	COO	35.00	Officer	$179,957	$27,553	$207,510
THOMAS GUILTINAN	SENIOR VP, CFO (OUTGOING)	35.00	Officer	$213,610	$20,809	$234,419
CORRINA O'BRIEN	SVP, STRATEGIC INITIATIVES	35.00	Key Emp	$184,207	$17,405	$201,612
ALEXIS MEDINA	VP, CULTURE & ORG DEVELOPMENT	35.00	Highest	$172,957	$4,820	$177,777
CATHY PETRUCCI	VP, CONTROLLER	35.00	Highest	$178,856	$38,880	$217,736
MICHELLE DRAYTON	VP, HEALTH EQUITY	35.00	Highest	$183,853	$42,709	$226,562
MICHELLE M GONZALES MATHESON	VP, EXPERIMENTAL MARKETING	35.00	Highest	$186,135	$20,864	$206,999
VICTOR MILLSAP	VP, IT SERVICES	35.00	Highest	$190,207	$20,734	$210,941

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	$81,248,728	$84,027,950	$73,470,839	$-2,779,222
2023	$65,202,367	$68,535,484	$51,559,705	$-3,333,117
2022	$63,579,225	$55,964,691	$37,721,981	$7,614,534
2021	$61,047,819	$60,785,875	$40,512,646	$261,944
2020	$60,257,092	$57,174,386	$45,472,498	$3,082,706
2019	$54,123,366	$56,694,269	$32,015,615	$-2,570,903
2018	$60,701,464	$62,094,965	$33,339,996	$-1,393,501

UNITED WAY OF NEW YORK CITY