UNITED WAY OF SOUTHERN CHAUTAUQUA … - Form 990 Financial Data

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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

CHRISTINE TARBRAKE

Phone

7164831561

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY INC, founded in 1954, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Net assets of $3.3M represent 25 months of operating reserves.

Mission

UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY MOBILIZES THE COMMUNITY TO HELP PEOPLE IMPROVE THEIR LIVES.

Program Service Accomplishments

Program 1

Expenses: $1,045,000

ALLOCATIONS - GRANT FUNDING TO COMMUNITY PARTNERS TO DELIVER PROGRAMS ALIGNED WITH THE FOLLOWING STRATEGIC OBJECTIVES: INCREASE THE NUMBER OF FAMILIES WITH THE NECESSARY LIFE SKILLS TO BE...

ALLOCATIONS - GRANT FUNDING TO COMMUNITY PARTNERS TO DELIVER PROGRAMS ALIGNED WITH THE FOLLOWING STRATEGIC OBJECTIVES: INCREASE THE NUMBER OF FAMILIES WITH THE NECESSARY LIFE SKILLS TO BE SELF-SUFFICIENT, INCREASE THE READY WORKFORCE BY ADDRESSING THE SOFT AND HARD SKILLS GAP AMONG YOUNG PEOPLE AND ADULTS, IMPROVE ACADEMIC SUCCESS BY WORKING DIRECTLY WITH YOUTH FROM CRADLE TO CAREER, AND IMPROVE THE HEALTH AND INDEPENDENCE OF VULNERABLE POPULATIONS.

Program 2

Expenses: $342,445

COMMUNITY IMPACT - ADMINISTERING THE EMERGENCY FOOD AND SHELTER PROGRAM AND A VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM. ALSO, DIRECT FINANCIAL SUPPORT MAINTAINS THE 2-1-1 HELPLINE FOR SOUTHERN CHAUTAUQUA COUNTY, ALONG WITH PROVIDING TECHNICAL ASSISTANCE TO COMMUNITY PARTNERS TO STRENGTHEN PROGRAMS AND MEASURE IMPACT, AND ASSISTANCE MOBILIZING STAKEHOLDERS AROUND EMERGING COMMUNITY NEEDS.

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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 $1,442,743

Program Service Revenue $0

Investment Income $103,435

Other Revenue $59,196

TOTAL REVENUE $1,605,374

Expense Breakdown

Grants Paid $1,045,000

Salaries & Benefits $350,963

Fundraising Expenses $90,103

Program Expenses $1,387,445

Other Expenses $275,751

TOTAL EXPENSES $1,671,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,605,374	$1,494,594	+0.1%
Expenses	$1,671,714	$1,544,364	+0.1%
Net Income	$-66,340	$-49,770	+0.3%

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

339

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

$101,416

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY J ROHLER	EXECUTIVE DI	40.00	Officer	$79,680	$21,736	$101,416
CHRISTINE TARBRAKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY BURCH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MALLORY SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
JORDON STEVES	SECRETARY	2.00	Officer Director	$0	$0	$0
JOELLE WASHER	PAST PRES/DI	1.00	Officer Director	$0	$0	$0
JAMES CAMA	DIRECTOR	1.00	Director	$0	$0	$0
JAVIER CASTRO	DIRECTOR (TH	1.00	Director	$0	$0	$0
LUIS CASTRO	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS COLBURN	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN DONAHUE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FAULKNER	DIRECTOR	1.00	Director	$0	$0	$0
TAMU GRAHAM-REINHARDT	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL GULLOTTI	DIRECTOR	1.00	Director	$0	$0	$0
CAROL HAY	DIRECTOR	1.00	Director	$0	$0	$0
VINCE HORRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
DAMIEN JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
DEB KATHMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LOCKWOOD	DIRECTOR	1.00	Director	$0	$0	$0
LEW MECKLEY	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE PETERS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
DR JAMES SHERRY	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER TURNER	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$1,605,374	$1,671,714	$3,462,470	$-66,340
2023	$1,494,594	$1,544,364	$3,195,275	$-49,770
2022	$1,637,730	$1,488,659	$3,090,887	$149,071
2021	$1,618,292	$1,602,416	$3,489,466	$15,876
2020	$1,750,241	$1,882,361	$3,170,772	$-132,120
2019	$1,795,040	$1,733,851	$3,272,948	$61,189

UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY INC