UNITED WAY OF THE GREATER CAPITAL REGION (EIN 141364505) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

DAVID BARRON

Phone

5184562200

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE GREATER CAPITAL REGION, founded in 1949, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $4.9M left a modest 4% surplus.

Mission

UNITED WAY OF THE GREATER CAPITAL REGION'S MISSION IS TO IMPROVE PEOPLES' LIVES THROUGH THE INVESTMENT OF COMMUNITY RESOURCES. THE VISION IS TO BE THE LEADER IN BRINGING PEOPLE AND RESOURCES TOGETHER TO ACHIEVE MEASURABLE AND SUSTAINABLE IMPROVEMENTS IN THE QUALITY OF LIFE IN OUR COMMUNITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,496,515

Program Service Revenue $0

Investment Income $293,592

Other Revenue $298,474

TOTAL REVENUE $5,088,581

Expense Breakdown

Grants Paid $1,602,541

Salaries & Benefits $1,691,985

Fundraising Expenses $1,036,396

Program Expenses $3,371,353

Other Expenses $1,602,517

TOTAL EXPENSES $4,897,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,088,581	$4,556,136	+0.1%
Expenses	$4,897,043	$3,820,035	+0.3%
Net Income	$191,538	$736,101	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

3050

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

$344,934

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN SANO	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
ERIC LACOPPOLA	TREASURER	2.00	Officer Director	$0	$0	$0
SELICA GRANT	SECRETARY	2.00	Officer Director	$0	$0	$0
ALICIA SUAREZ	BOARD MEMBER	2.00	Director	$0	$0	$0
ANA KILLINGS	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREW WILLETTE	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNIE BERDAR	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN BARR	BOARD MEMBER	2.00	Director	$0	$0	$0
CARM BASILE	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLES DAY	BOARD MEMBER	2.00	Director	$0	$0	$0
ETHAN CHEVRETTE	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM MALATRAS	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE BONILLA	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTIE BOWERS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARCIA COGNETTA	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA BENNETT	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA WOLF	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL AARON POINDEXTER	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE MASTROPIETRO	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA BECK	BOARD MEMBER	2.00	Director	$0	$0	$0
RICH ASNER	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD DEWEY	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN CASE	BOARD MEMBER	2.00	Director	$0	$0	$0
SAM TRIMBOLI	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN KEARNEY	BOARD MEMBER	2.00	Director	$0	$0	$0
SIMONE BROOKS	BOARD MEMBER	2.00	Director	$0	$0	$0
VERONICA HANLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDI LANDY	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHY LEYDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
ALAN ALEXANDER	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER GANNON	CEO	35.00	Officer	$211,917	$37,283	$249,200
DAVID BARRON	CFO	35.00	Officer	$93,423	$2,311	$95,734

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	$5,088,581	$4,897,043	$12,343,245	$191,538
2024	No data	No data	No data	No data
2023	$3,428,077	$4,783,328	$11,087,525	$-1,355,251
2022	$4,588,468	$5,034,038	$10,910,937	$-445,570
2021	$9,131,843	$4,209,091	$13,270,603	$4,922,752
2020	$5,252,035	$4,969,940	$7,863,562	$282,095
2019	$4,716,256	$4,779,436	$7,320,646	$-63,180
2018	$4,594,989	$4,287,480	$7,567,665	$307,509

UNITED WAY OF THE GREATER CAPITAL REGION