UNITED WAY OF THE SOUTHERN TIER INC (EIN 161451041) - 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

1993

Legal Domicile

Principal Officer

MALEAHA SMITH

Phone

6079363753

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE SOUTHERN TIER INC, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $4.0M left a modest 11% surplus.

Mission

TO UNITE AND PRIORITIZE RESOURCES TO IMPROVE THE QUALITY OF LIFE FOR EVERY PERSON AND FAMILY IN OUR COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,204,144

Program Service Revenue $0

Investment Income $201,457

Other Revenue $47,759

TOTAL REVENUE $4,453,360

Expense Breakdown

Grants Paid $3,007,695

Salaries & Benefits $504,010

Fundraising Expenses $188,311

Program Expenses $3,348,622

Other Expenses $438,853

TOTAL EXPENSES $3,950,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,453,360	$3,947,187	+0.1%
Expenses	$3,950,558	$3,757,863	+0.1%
Net Income	$502,802	$189,324	+1.7%

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

692

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

$146,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WALKER	CHAIR	1.00	Officer Director	$0	$0	$0
NATE PIZZINI	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
HILLARY J AUSTIN	IMMEDIATE PAST-CHAIR	1.00	Officer Director	$0	$0	$0
TYMON DANIELS	TREASURER	1.00	Officer Director	$0	$0	$0
MARY MEISNER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSH BEZIO	DIRECTOR	1.00	Director	$0	$0	$0
KATIE CERVONI	DIRECTOR	1.00	Director	$0	$0	$0
COLIN FORTIER	DIRECTOR	1.00	Director	$0	$0	$0
COLTON HILLMAN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN HUBBARD	DIRECTOR	1.00	Director	$0	$0	$0
JORDANA KAMMERUD	DIRECTOR	1.00	Director	$0	$0	$0
KIM KEPHART	DIRECTOR	1.00	Director	$0	$0	$0
JOLIE MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
AVERY HAL NELSON III	DIRECTOR	1.00	Director	$0	$0	$0
PAYAL PATEL	DIRECTOR	1.00	Director	$0	$0	$0
MONICA RIDOSH	DIRECTOR	1.00	Director	$0	$0	$0
WARREN ROMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN HUGHES	PRESIDENT & CEO (UNTIL 3/31/25)	40.00	Officer	$130,939	$15,449	$146,388
MALEAHA SMITH	CEO (BEG. 4/1/25)	40.00	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
2025	$4,453,360	$3,950,558	$6,415,800	$502,802
2024	$3,947,187	$3,757,863	$6,523,711	$189,324
2023	$4,090,406	$4,140,491	$6,887,462	$-50,085
2022	$4,918,217	$4,362,940	$6,464,690	$555,277
2021	$4,453,407	$4,312,116	$6,340,498	$141,291
2020	$4,548,833	$4,571,595	$6,094,708	$-22,762
2019	$4,236,827	$4,076,051	$6,146,540	$160,776

UNITED WAY OF THE SOUTHERN TIER INC