Tioga United Way Inc (EIN 150590181) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

Robert Russell

Phone

6076874028

Tax Period

2024-01-01 to 2024-12-31

Tioga United Way Inc, founded in 1956, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $173K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $270K exceeded revenue, resulting in a 57% operating deficit.

Mission

Efficiently allocate and organize donations to local charitable organizations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $92,594

Program Service Revenue $0

Investment Income $8,190

Other Revenue $71,989

TOTAL REVENUE $172,773

Expense Breakdown

Grants Paid $172,732

Salaries & Benefits $74,786

Fundraising Expenses $31,681

Program Expenses $199,230

Other Expenses $22,892

TOTAL EXPENSES $270,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,773	$231,973	-0.3%
Expenses	$270,410	$308,860	-0.1%
Net Income	$-97,637	$-76,887	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$58,548

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Meredith Sagor	Executive Dir.	40.00	Officer	$58,548	$0	$58,548
Dale Larson	Director	1.00	Director	$0	$0	$0
John Knowlton	Director	1.00	Director	$0	$0	$0
Amy Enright	Director	1.00	Director	$0	$0	$0
Gil Knapp	Director	1.00	Director	$0	$0	$0
Robert Jensen	Director	1.00	Director	$0	$0	$0
Jana Bowen	Director	1.00	Director	$0	$0	$0
Melissa Cavataio-Boland	Director	1.00	Director	$0	$0	$0
Christina Bangle	Director	1.00	Director	$0	$0	$0
Jake Kunze	Vice President	1.00	Officer	$0	$0	$0
Jane Maas	Secretary	1.00	Officer	$0	$0	$0
Jeri Sarge	President	1.00	Officer	$0	$0	$0
Christina Brown	Treasurer	1.00	Officer	$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	$172,773	$270,410	$394,195	$-97,637
2023	$231,973	$308,860	$477,322	$-76,887
2022	$191,719	$285,717	$552,020	$-93,998
2021	$322,447	$297,443	$651,565	$25,004
2020	$163,073	$240,365	$620,789	$-77,292
2019	$319,640	$259,232	$697,380	$60,408
2018	$291,545	$267,825	$731,658	$23,720

Tioga United Way Inc