UNITED WAY OF NORTHERN NEW YORKINC (EIN 150543356) - 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

1921

Legal Domicile

Principal Officer

DAWN COLE

Phone

3157885631

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF NORTHERN NEW YORKINC, founded in 1921, is a small nonprofit that reported $821K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $729K left a modest 11% surplus.

Mission

TO UNITE COMMUNITIES, PARTNERS, AND RESOURCES TO COLLABORATIVELY ADDRESS LOCAL NEEDS, FOSTER IMPACTFUL PROGRAMMING, AND ENHANCE QUALITY OF LIFE.

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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 $718,824

Program Service Revenue $7,282

Investment Income $76,054

Other Revenue $18,750

TOTAL REVENUE $820,910

Expense Breakdown

Grants Paid $266,739

Salaries & Benefits $337,782

Fundraising Expenses $99,613

Program Expenses $566,464

Other Expenses $124,608

TOTAL EXPENSES $729,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$820,910	$708,891	+0.2%
Expenses	$729,129	$709,063	+0.0%
Net Income	$91,781	$-172	-534.6%

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

$167,154

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL MENAPACE	CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT SAIDEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAMELA HEBERT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE PATENAUDE	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTEN ROBERTS	SECRETARY	1.00	Officer Director	$0	$0	$0
PAT FONTANA	DIRECTOR	1.00	Director	$0	$0	$0
KATI JOCK	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
SHELLIE MARKS	DIRECTOR	1.00	Director	$0	$0	$0
AMY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA ROOT	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY SURBER	DIRECTOR	1.00	Director	$0	$0	$0
JAN MOSHER	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET DAVIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER GALLAGHER	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE BURNHAM	IMMEDIATE PA	N/A	Officer Director	$0	$0	$0
JOHN JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
KRISTEN AUCTER	DIRECTOR	N/A	Director	$0	$0	$0
DAWN COLE	EXECUTIVE DI	40.00	Officer	$80,162	$16,143	$96,305
CLEMENT WONG	FINANCE DIRE	40.00	Officer	$55,500	$15,349	$70,849

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	$820,910	$729,129	$2,400,745	$91,781
2023	$708,891	$709,063	$2,275,933	$-172
2022	$854,970	$945,778	$2,330,588	$-90,808
2021	$1,016,512	$1,060,757	$2,690,097	$-44,245
2020	$1,565,267	$1,374,651	$2,591,807	$190,616
2019	$1,073,696	$1,172,221	$2,420,994	$-98,525
2018	$1,236,914	$1,132,650	$2,357,567	$104,264

UNITED WAY OF NORTHERN NEW YORKINC