UNITED WAY SERVICES CORPORATION (EIN 161075480) - 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

1976

Legal Domicile

Principal Officer

JAIME SAUNDERS

Phone

5852426400

Tax Period

2021-09-01 to 2022-08-31

UNITED WAY SERVICES CORPORATION, founded in 1976, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $451K in total revenue in fiscal year 2021. Revenue fell 69% from the prior year — a significant decline worth monitoring.

Mission

UNITED WAY SERVICES CORPORATION IS A NOT-FOR-PROFIT CORPORATION ORGANIZED TO PROVIDE SERVICES AND TO ADMINISTER AND MAINTAIN RECORDS OF GOVERNMENTAL GRANTS AND OTHER RESTRICTED CONTRIBUTIONS RECEIVED FOR VARIOUS COMMUNITY PROJECTS WHICH FURTHER THE ORGANIZATION'S SOCIAL SERVICE PLANNING GOAL.

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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 $450,881

Program Service Revenue $0

Investment Income $83

Other Revenue $0

TOTAL REVENUE $450,964

Expense Breakdown

Grants Paid $348,951

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $432,681

Other Expenses $113,175

TOTAL EXPENSES $462,126

Year-over-Year Comparison

	2021	2020	Change
Revenue	$450,964	$1,466,849	-0.7%
Expenses	$462,126	$1,613,881	-0.7%
Net Income	$-11,162	$-147,032	-0.9%

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

5000

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
JOSEPH T MARCHESE	TREASURER	1.00	Officer Director	$0	$0	$0
LORI B GREEN ESQ	CHAIR	1.00	Officer Director	$0	$0	$0
LAURIE GANON CPA	CHIEF FINANCIAL OFFICER	6.00	Officer Director	$0	$0	$0
CLAY H OSBORNE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAIME SAUNDERS	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOE WESLEY	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
2022	$450,964	$462,126	$100,741	$-11,162
2021	$1,466,849	$1,613,881	$481,037	$-147,032
2019	$104,789	$1,092,837	$852,852	$-988,048

UNITED WAY SERVICES CORPORATION