UNITED WAY OF NEW YORK STATE (EIN 141705108) - 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

1986

Legal Domicile

Principal Officer

DARLEY WILLIS

Phone

5186086456

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF NEW YORK STATE, founded in 1986, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $481K in total revenue in fiscal year 2023.

Mission

TO STRENGTHEN THE CAPACITY OF LOCAL UNITED WAYS THROUGH THEIR CHARITABLE HUMAN SERVICE ACTIVITIES TO BE LEADERS IN ACHIEVING RESULTS THAT IMPROVE THE LIVES OF ALL NEW YORKERS.

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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 $18,124

Program Service Revenue $454,464

Investment Income $8,848

Other Revenue $0

TOTAL REVENUE $481,436

Expense Breakdown

Grants Paid $27,007

Salaries & Benefits $302,552

Fundraising Expenses $0

Program Expenses $374,810

Other Expenses $143,743

TOTAL EXPENSES $473,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$481,436	$473,164	+0.0%
Expenses	$473,302	$448,960	+0.1%
Net Income	$8,134	$24,204	-0.7%

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

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

$140,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE WESLEY	DIRECTOR	2.00	Director	$0	$0	$0
EICHAKEEN MCCLARY	DIRECTOR	2.00	Director	$0	$0	$0
PAULETTE CROOKE	SECRETARY	2.00	Officer Director	$0	$0	$0
KARI BUCH	DIRECTOR	2.00	Director	$0	$0	$0
DARLEY WILLIS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
NANCY KERN EATON	DIRECTOR	2.00	Director	$0	$0	$0
JEANNIE MONTANO	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK COSTELLO	DIRECTOR	2.00	Director	$0	$0	$0
JUNE BLANC	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
DALLAS SUTTON	TREASURER	2.00	Officer Director	$0	$0	$0
MARY E SULLIVAN	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
PETER GANNON	DIRECTOR	2.00	Director	$0	$0	$0
AMY ROHLER	DIRECTOR	2.00	Director	$0	$0	$0
THERESA A REGNANTE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT GORMAN	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL JOHN	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN LEBLAN-DUROCHER	SECRETARY	2.00	Officer Director	$0	$0	$0
ELIZABETH MONACO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN C BERNARDI	DIRECTOR	2.00	Director	$0	$0	$0
DIETRA HARVEY	DIRECTOR	2.00	Director	$0	$0	$0
GREG BASSUK	DIRECTOR	2.00	Director	$0	$0	$0
TOM GABRIEL	DIRECTOR	2.00	Director	$0	$0	$0
KAREN A JONES	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN O'BRIEN	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTELLA YONTA	DIRECTOR	2.00	Director	$0	$0	$0
HUGH PARRY	PRESIDENT	28.00	Officer	$124,615	$13,044	$137,659
KELLY DODD	VICE PRESIDENT	8.75	Officer	$2,962	$148	$3,110

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	$481,436	$473,302	$487,675	$8,134
2022	$473,164	$448,960	$489,112	$24,204
2021	$934,587	$899,514	$461,888	$35,073
2020	$570,043	$537,333	$425,624	$32,710
2019	$442,099	$435,430	$383,919	$6,669
2018	$405,401	$452,660	$375,603	$-47,259

UNITED WAY OF NEW YORK STATE