UWGR HOLDING COMPANY INC (EIN 161536000) - 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

1998

Legal Domicile

Principal Officer

JAIME SAUNDERS

Phone

5852426400

Tax Period

2024-04-01 to 2025-03-31

UWGR HOLDING COMPANY INC, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $385K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $439K exceeded revenue, resulting in a 14% operating deficit.

Mission

UWGR HOLDING COMPANY, INC. IS A NOT-FOR-PROFIT MEMBERSHIP CORPORATION FORMED FOR THE PURPOSE OF ACCEPTING, HOLDING AND MANAGING GIFTS OF REAL PROPERTY, INTEREST IN REAL PROPERTY AND OTHER GIFTS FOR THE SOLE BENEFIT OF THE UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, INC.

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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 $100,000

Program Service Revenue $290,185

Investment Income $-17,602

Other Revenue $12,341

TOTAL REVENUE $384,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,119

Other Expenses $438,694

TOTAL EXPENSES $438,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,924	$483,241	-0.2%
Expenses	$438,694	$406,419	+0.1%
Net Income	$-53,770	$76,822	-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

N/A

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

$680,879

Total Directors

$680,879

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIME SAUNDERS	PRESIDENT & CEO	2.00	Officer Director	$0	$55,237	$421,019
LAURIE A GANON	CHIEF FINANCIAL OFFICER	5.00	Officer Director	$0	$37,816	$259,860
MONA CHITRE	SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW PARRILLI	TREASURER	1.00	Officer Director	$0	$0	$0
RUFUS JUDSON	VICE PRESIDENT	1.00	Officer 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	$384,924	$438,694	$1,995,631	$-53,770
2024	$483,241	$406,419	$1,996,921	$76,822
2023	$395,629	$442,221	$1,935,268	$-46,592
2022	$375,848	$372,317	$1,977,281	$3,531
2021	$296,321	$314,019	$1,951,333	$-17,698
2020	$249,404	$312,875	$1,975,723	$-63,471
2019	$465,111	$339,220	$2,034,646	$125,891

UWGR HOLDING COMPANY INC