UNITED WAY OF BROOME COUNTY INC (EIN 150564074) - 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

1954

Legal Domicile

Principal Officer

PAULA PERNA

Phone

6072402000

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF BROOME COUNTY INC, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $743K, a strong 15% operating margin.

Mission

TO DRIVE CHANGE THAT WILL HAVE A POSITIVE IMPACT ON THE CRITICAL NEEDS OF OUR COMMUNITY BY STRATEGICALLY LEVERAGING THE COLLECTIVE RESOURCES OF COMMUNITY PARTNERS.

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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 $1,810,717

Program Service Revenue $0

Investment Income $2,967,493

Other Revenue $16,019

TOTAL REVENUE $4,794,229

Expense Breakdown

Grants Paid $2,183,453

Salaries & Benefits $1,142,518

Fundraising Expenses $360,029

Program Expenses $3,011,653

Other Expenses $725,739

TOTAL EXPENSES $4,051,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,794,229	$4,403,465	+0.1%
Expenses	$4,051,710	$3,872,204	+0.0%
Net Income	$742,519	$531,261	+0.4%

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

826

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

$102,883

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS SPENCER	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY ANN WILCOX	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RACHEL ABBOTT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRETT PENNEFEATHER	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
FRANCIS BATTISTI	TREASURER	2.00	Officer Director	$0	$0	$0
PRESTON EVANS	SECRETARY	2.00	Officer Director	$0	$0	$0
DESIREE MCGREAL	DIRECTOR	2.00	Director	$0	$0	$0
AMY WILLIAMSON	DIRECTOR	2.00	Director	$0	$0	$0
TINA DOLAN	DIRECTOR	2.00	Director	$0	$0	$0
MICAH BARREIRO	DIRECTOR	2.00	Director	$0	$0	$0
JIM MCDUFFEE	DIRECTOR	2.00	Director	$0	$0	$0
SEAN BRITTON	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY LAYTON	DIRECTOR	2.00	Director	$0	$0	$0
PENNY KELLY	DIRECTOR	2.00	Director	$0	$0	$0
TAYLOR CLARK	DIRECTOR	2.00	Director	$0	$0	$0
ERIN FREIJE	DIRECTOR	2.00	Director	$0	$0	$0
SARAH MANASSE	DIRECTOR	2.00	Director	$0	$0	$0
DENISE COOK	DIRECTOR	2.00	Director	$0	$0	$0
PAULA PERNA	EXECUTIVE DIRECTOR	37.50	Officer	$92,916	$9,967	$102,883

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	$4,794,229	$4,051,710	$36,567,066	$742,519
2023	$4,403,465	$3,872,204	$34,854,486	$531,261
2022	$4,369,180	$4,135,881	$32,215,352	$233,299
2021	$7,021,273	$4,004,901	$37,693,317	$3,016,372
2020	$3,387,549	$4,188,704	$31,741,538	$-801,155
2019	$4,427,582	$4,289,958	$31,836,375	$137,624
2018	$4,086,470	$3,773,868	$31,542,395	$312,602

UNITED WAY OF BROOME COUNTY INC