UNITED WAY OF SULLIVAN COUNTY INC

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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

1985

Legal Domicile

Principal Officer

JULIAN DAWSON

Phone

8457941771

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF SULLIVAN COUNTY INC, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $110K in total revenue in fiscal year 2023. Expenses of $143K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE ORGANIZATION UNDERTAKES FUNDRAISING AND PROMOTES VOLUNTEERISM, ADVOCACY, EDUCATION AND PARTNERSHIPS TO ADDRESS PRESSING COMMUNITY NEEDS. FINANCIAL AND OTHER SUPPORT IS PROVIDED THROUGH COMMUNITY IMPACT PROJECTS AIMED AT IMPROVING HEALTH, EDUCATION AND FINANCIAL STABILITY FOR LOCAL RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $111,051

UNITED WAY OF SULLIVAN COUNTY CONDUCTS FUNDRAISING TO BENEFIT LOCAL PROGRAMS AND SERVICES. THE ORGANIZATION ALSO PROMOTES VOLUNTEERISM, ADVOCASY, EDUCATION AND PARTNERSHIPS--ALL FOR THE PURPOSE OF...

UNITED WAY OF SULLIVAN COUNTY CONDUCTS FUNDRAISING TO BENEFIT LOCAL PROGRAMS AND SERVICES. THE ORGANIZATION ALSO PROMOTES VOLUNTEERISM, ADVOCASY, EDUCATION AND PARTNERSHIPS--ALL FOR THE PURPOSE OF ADDRESSING PRESSING COMMUNITY ISSUES AND IMPROVING LIFE FOR RESIDENTS OF SULLIVAN COUNTY. SERVICES INCLUDE, BUT ARE NOT LIMITED TO:1. ADMINISTRATION OF EMERGENCY FOOD AND SHELTER FUNDS FOR SULLIVAN COUNTY2. PARTICIPATION IN GOVERNANCE AND FINANCIAL SUPPORT FOR HUDSON VALLEY REGION 2-1-1, A COMPREHENSIVE INFORMATION AND REFERRAL CALL CENTER FOR HEALTH AND HUMAN SERVICE CONCERNS3. OPERATION OF CLOTHING CLOSETS AND A WARDROBES FOR WORK PROGRAM4. FACILITATION OF PROJECT CARE, A HOLIDAY ASSISTANCE PROGRAM THAT PROVIDES FOOD AND GIFTS TO STRUGGLING FAMILIES DURING THE HOLIDAY SEASON.5. ONGOING DRIVES DESIGNED TO PROVIDE FOOD, CLOTHING, WINTER COATS AND SCHOOL SUPPLIES FOR THOSE IN NEED6. FACILITAION OF COMMUNITY IMPACT PROJECTS THAT INCLUDE BUT ARE NOT LIMITED TO: FINANCIAL EDUCATION PROGRAMS FOR LOW AND MODERATE-INCOME FAMILIES; SAFE TEEN DRIVING PROGRAMS; SNACKPACK PROGRAMS FOR STUDENTS IN NEED; RECREATION FOR YOUTH; AND HEALTH AND SAFETY FOR SENIORS. UNITED WAY OF SULLIVAN COUNTY ALSO PROVIDES LOW-COST RENTAL SPACE TO FIVE OTHER NOT-FOR-PROFIT AGENCIES IN ITS BUILDING LOCATED AT 33 LAKEWOOD AVE, MONTICELLO; AND PROVIDES THE MONTICELLO GYMNASTICS CLUB WITH 2,000 SQUARE FEET OF SPACE AT NO COST TO ALLOW HUNDREDS OF LOCAL CHILDREN TO HAVE THE OPPORTUNITY TO PARTICIPATE IN VALUABLE TRAINING AND RECREATION.

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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 $62,280

Program Service Revenue $16,769

Investment Income $2

Other Revenue $31,076

TOTAL REVENUE $110,127

Expense Breakdown

Grants Paid $18,875

Salaries & Benefits $48,501

Fundraising Expenses $0

Program Expenses $111,051

Other Expenses $75,899

TOTAL EXPENSES $143,275

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,127	$115,916	0.0%
Expenses	$143,275	$161,438	-0.1%
Net Income	$-33,148	$-45,522	-0.3%

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

235

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

$36,587

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT ALLISON	TREASURER	1.00	Officer Director	$0	$0	$0
ROSEMARY SKODA	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIANNA MAYSON-GRECO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNE SHADDOCK	BOARD CO-CHAIR	1.00	Officer Director	$0	$0	$0
EILEEN ERNST	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH HELLMAN	BOARD CO-CHAIR	1.00	Officer Director	$0	$0	$0
PATRICE HELD	SECRETARY	1.00	Officer Director	$0	$0	$0
CAMILLE JOHNSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROCKY KLUGMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE LEVINE	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE LITT	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHANA ROSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NADIA RASJZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIAN DAWSON	CHIEF PROFESSIONAL OFFICER	40.00	Director	$36,587	$0	$36,587
VILMA WELLS	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$110,127	$143,275	$167,018	$-33,148
2022	$115,916	$161,438	$198,695	$-45,522
2021	$153,570	$165,780	$244,094	$-12,210
2020	$113,732	$135,835	$255,868	$-22,103
2019	$165,799	$155,955	$278,263	$9,844
2018	$132,164	$162,747	$271,221	$-30,583