United Way of Ulster County Inc

EIN: 141409654 501(c)(3) Philanthropy & Grantmaking

Kingston, NY

Total Revenue
$1,545,811
Total Expenses
$1,511,217
Total Assets
$1,566,162
Net Assets
$1,078,414
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
NY
Principal Officer
Stephanie Kearns
Phone
8453314199
Tax Period
2023-07-01 to 2024-06-30

United Way of Ulster County Inc, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

To build a stronger healthier community by raising reources developing partnerships and distributing funds to make a measurable difference in peoples 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,400,017
Program Service Revenue $93,416
Investment Income $52,378
Other Revenue $0
TOTAL REVENUE $1,545,811

Expense Breakdown

Grants Paid $377,582
Salaries & Benefits $255,601
Fundraising Expenses $220,718
Program Expenses $1,206,859
Other Expenses $878,034
TOTAL EXPENSES $1,511,217

Year-over-Year Comparison

2023 2022 Change
Revenue $1,545,811 $1,855,795 -0.2%
Expenses $1,511,217 $1,503,359 +0.0%
Net Income $34,594 $352,436 -0.9%
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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Governance

Voting Members
14
Independent Members
14
Employees
227
Volunteers
300

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
3
$7,308
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stephanie Kearns President and CEO 35.00
Officer
$7,308 $0 $7,308
David Sterman Chair 1.00
Officer
$0 $0 $0
Glynis Bunt Chair through 10-23 1.00
$0 $0 $0
Noah Kippley-Ogman Vice Chair 1.00
Officer
$0 $0 $0
Donna Banks Director through 10-23 1.00
$0 $0 $0
Sue Books Director through 10-23 1.00
$0 $0 $0
Roger Brunner Director starting 12-23 1.00
Director
$0 $0 $0
Brittany Counts Director through 11-23 1.00
$0 $0 $0
Teri Cranston Director through 1-24 1.00
$0 $0 $0
Emily Glass DeGasperis Director starting 1-24 1.00
Director
$0 $0 $0
Karen Hacker Director 1.00
Director
$0 $0 $0
Jamie Kesick Director through 9-23 1.00
$0 $0 $0
Anita Otey Director through 12-23 1.00
$0 $0 $0
Carol Ricken Director through 6-24 1.00
$0 $0 $0
Crystal Schacter Director through 7-23 1.00
$0 $0 $0
Tommy Struzzieri Director starting 6-23 1.00
Director
$0 $0 $0
Nancy Sweeney 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 No data No data No data No data
2024 $1,545,811 $1,511,217 $1,566,162 $34,594
2023 $1,855,795 $1,503,359 $1,556,897 $352,436
2022 $1,719,330 $1,626,567 $1,312,170 $92,763
2021 $1,737,184 $1,587,907 $1,126,741 $149,277
2020 $3,124,521 $2,935,942 $830,636 $188,579
2019 $1,324,417 $1,373,620 $580,096 $-49,203
2018 $870,771 $985,421 $404,648 $-114,650
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