UNITED WAY OF ROME & WESTERN ONEIDA COUNTY INC (EIN 150547371) - 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

1972

Legal Domicile

Principal Officer

EUGENE BLACKBURN

Phone

3152251520

Tax Period

2021-01-01 to 2021-12-31

UNITED WAY OF ROME & WESTERN ONEIDA COUNTY INC, founded in 1972, is a micro nonprofit that reported $65K in total revenue in fiscal year 2021. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $22K, a strong 34% operating margin.

Mission

RAISE FUNDS THROUGH THE GENERAL CAMPAIGN AND THE COMBINED FEDERAL CAMPAIGN (CFC) TO DISTRIBUTE TO VARIOUS NONPROFIT AGENCIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $65,200

Other Revenue $0

TOTAL REVENUE $65,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,737

Other Expenses $43,216

TOTAL EXPENSES $43,216

Year-over-Year Comparison

	2021	2020	Change
Revenue	$65,200	$72,296	-0.1%
Expenses	$43,216	$7,320	+4.9%
Net Income	$21,984	$64,976	-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

N/A

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
EUGENE BLACKBURN	PRESIDENT	2.00	Officer Director	$0	$0	$0
LORI DECKER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK FRAGAPANE	BOARD MEMBER	1.00	Director	$0	$0	$0
REV PHILIP HEARN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN OLNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CHMIELEWSKI	TREASURER	2.00	Officer Director	$0	$0	$0
STEVE FLINT	BOARD MEMBER	1.00	Director	$0	$0	$0
VAUNE A MORAT	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL FITZPATRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNIE KAIER	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
2021	$65,200	$43,216	No data	$21,984
2020	$72,296	$7,320	$759,344	$64,976
2019	$180,097	$198,986	$631,127	$-18,889
2018	$231,257	$268,542	$672,753	$-37,285

UNITED WAY OF ROME & WESTERN ONEIDA COUNTY INC