UNITED WAY OF THE ADIRONDACK REGION INC (EIN 141368185) - 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

1949

Legal Domicile

Principal Officer

JOHN BERNARDI

Phone

5185630028

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF THE ADIRONDACK REGION INC, founded in 1949, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $784K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $961K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO BE A LEADER IN COMMUNITY PARTNERSHIP BUILDING AND TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.

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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 $736,120

Program Service Revenue $0

Investment Income $36,206

Other Revenue $11,215

TOTAL REVENUE $783,541

Expense Breakdown

Grants Paid $449,187

Salaries & Benefits $288,022

Fundraising Expenses $19,548

Program Expenses $814,915

Other Expenses $224,002

TOTAL EXPENSES $961,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$783,541	$591,582	+0.3%
Expenses	$961,211	$897,750	+0.1%
Net Income	$-177,670	$-306,168	-0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BERNARDI	PRESIDENT &	40.00	Officer	$0	$0	$0
CHRIS MAZZELLA	CHARIMAN	2.00	Officer Director	$0	$0	$0
TODD MCCARTHY	VICE-CHAIRMA	2.00	Officer Director	$0	$0	$0
JOYCE RAFFERTY	TREASURER	2.00	Officer Director	$0	$0	$0
ANNE CUTAIAR	VICE-TREASUR	2.00	Officer Director	$0	$0	$0
DAVID CORYER	SECRETARY	2.00	Officer Director	$0	$0	$0
HOLLY BLACK	DIRECTOR	2.00	Director	$0	$0	$0
KRISTA BOULE	DIRECTOR	2.00	Director	$0	$0	$0
DR ROBERT BRADLEY	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE BUSHEY	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE BOLA	DIRECTOR	2.00	Director	$0	$0	$0
DR MARK DAVEY	DIRECTOR	2.00	Director	$0	$0	$0
ED DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
CASEY GOULD	DIRECTOR	2.00	Director	$0	$0	$0
BILLY JONES	DIRECTOR	2.00	Director	$0	$0	$0
JACI KELLEHER	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE LAWSON	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN LEBLANC-DUROCHER	DIRECTOR	2.00	Director	$0	$0	$0
VICTORIA MARKING	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MONTY	DIRECTOR	2.00	Director	$0	$0	$0
SYLVIE NELSON	DIRECTOR	2.00	Director	$0	$0	$0
HANNAH PROVOST	DIRECTOR	2.00	Director	$0	$0	$0
DAWN SCOTT	DIRECTOR	2.00	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
2024	$783,541	$961,211	$1,578,850	$-177,670
2023	$591,582	$897,750	$1,469,168	$-306,168
2022	$614,797	$709,456	$1,493,796	$-94,659
2022	$614,797	$740,625	$1,462,627	$-125,828
2021	$753,586	$653,757	$1,641,421	$99,829
2021	$753,586	$661,257	$1,633,921	$92,329
2020	$904,894	$909,198	$1,425,737	$-4,304
2019	$805,510	$876,682	$1,323,320	$-71,172
2019	$728,721	$905,765	$1,294,304	$-177,044
2018	$906,956	$855,638	$1,260,488	$51,318

UNITED WAY OF THE ADIRONDACK REGION INC