FINGER LAKES UNITED CEREBRAL PALSY (EIN 160965912) - 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

1969

Legal Domicile

Principal Officer

DARRELL WHITBECK

Phone

3157896828

Tax Period

2023-07-01 to 2024-06-30

FINGER LAKES UNITED CEREBRAL PALSY, founded in 1969, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $15.0M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $14.3M left a modest 5% surplus.

Mission

HAPPINESS HOUSE IS AN EDUCATIONAL, HEALTH AND HUMAN SERVICE ORGANIZATION THAT EXCELS IN PROVIDING THE HIGHEST QUALITY INTEGRATED PROGRAMS AND SERVICES TO CHILDREN AND ADULTS WITH AND WITHOUT DISABILITIES, TO THEIR FAMILIES AND TO THE FINGER LAKES COMMUNITY. OUR BELIEF IN THE PRINCIPLES OF EQUAL OPPORTUNITY, INDEPENDENCE AND REALIZATION OF INDIVIDUAL POTENTIAL IS THE CORNERSTONE OF WHO WE ARE AND WHAT WE DO. WE BELIEVE "WHAT HAPPENS HERE CHANGES LIVES FOREVER".

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $1,975,703

Program Service Revenue $12,568,801

Investment Income $37,780

Other Revenue $420,319

TOTAL REVENUE $15,002,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,746,109

Fundraising Expenses $0

Program Expenses $12,939,509

Other Expenses $2,520,297

TOTAL EXPENSES $14,266,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,002,603	$13,101,755	+0.1%
Expenses	$14,266,406	$12,869,160	+0.1%
Net Income	$736,197	$232,595	+2.2%

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

390

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

$446,525

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN E KURZ	CHAIR	1.00	Officer Director	$0	$0	$0
JOYCE W WEIR PHD	FIRST VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIMOTHY P VAUGHAN	SECOND VICE CHAIR	1.00	Officer Director	$0	$0	$0
SEAN R OSSONT	SECRETARY	1.00	Officer Director	$0	$0	$0
EILEEN GAGE	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES KING	TREASURER	1.00	Officer Director	$0	$0	$0
ROY M BEECHER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ERIC FOULKE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT C MADDAMMA	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN OVERTON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A COPPOLA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID G CASE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA BONAFIGLIA	DIRECTOR	1.00	Director	$0	$0	$0
MARY HERLIHY GEARAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER A HARRIS	DIRECTOR	1.00	Officer Director	$0	$0	$0
RACHEL W KIELON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY W BAKER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WHITE	DIRECTOR (AS OF 6/1/2024)	1.00	Director	$0	$0	$0
DARRELL WHITBECK	CHIEF EXECUTIVE OFFICER	34.00	Officer	$172,387	$24,645	$197,032
RENE SANDRONI	CHIEF FINANCIAL OFFICER	38.00	Officer	$114,825	$5,645	$120,470
DIANE KOZAR	CHEIF OPERATING OFFICER	38.00	Officer	$116,566	$12,457	$129,023
CHERYL SCHAEFER-COPPOLA	VICE PRESIDENT OF FOUNDATI	38.00	Highest	$103,422	$8,233	$111,655
ANNE BATTAGLIA	VICE PRESIDENT OF HUMAN RE	38.00	Highest	$114,348	$14,201	$128,549
JACQUELINE HAWKS-LYTTLE	VICE PRESIDENT OF STRATEGI	38.00	Highest	$127,458	$0	$127,458
MARY WALSH BOATFIELD	CHIEF EXECUTIVE OFFICER FORMER	34.00		$143,703	$54,797	$198,500

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	$15,002,603	$14,266,406	$12,124,185	$736,197
2023	$13,101,755	$12,869,160	$11,122,059	$232,595
2022	$13,791,197	$11,976,083	$7,783,657	$1,815,114
2021	$9,897,098	$10,292,377	$7,697,500	$-395,279
2020	$10,863,179	$10,512,416	$8,374,049	$350,763
2019	$10,645,208	$10,666,801	$6,489,420	$-21,593

FINGER LAKES UNITED CEREBRAL PALSY