UNITED WAY FOR CORTLAND COUNTY INC (EIN 166058903) - 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

1957

Legal Domicile

Principal Officer

KRISTINA THELEN

Phone

6077565639

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY FOR CORTLAND COUNTY INC, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $202K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $947K represent 56 months of operating reserves.

Mission

WE IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES IN CORTLAND COUNTY BY UNITING THE RESOURCES OF DONORS, VOLUNTEERS, AND AGENCIES.

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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 $161,884

Program Service Revenue $0

Investment Income $39,834

Other Revenue $0

TOTAL REVENUE $201,718

Expense Breakdown

Grants Paid $77,350

Salaries & Benefits $70,670

Fundraising Expenses $40,450

Program Expenses $150,340

Other Expenses $66,344

TOTAL EXPENSES $214,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,718	$259,604	-0.2%
Expenses	$214,364	$323,661	-0.3%
Net Income	$-12,646	$-64,057	-0.8%

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

280

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
DOUG DERANCY	Director	0.25	Director	$0	$0	$0
ANGELA HERRERA-CANFIELD	Director	0.25	Director	$0	$0	$0
LAURIE SPERGER	Director	0.25	Director	$0	$0	$0
JENNY ROBINSON	Vice President	0.25	Officer Director	$0	$0	$0
LORRAINE LOPEZ- JANOVE	Director	0.25	Director	$0	$0	$0
JULIA PORTER	Director	0.25	Director	$0	$0	$0
KRISSY GAMBITTA	President	0.25	Officer Director	$0	$0	$0
MEGAN LEACH	Director	0.25	Director	$0	$0	$0
COLBY REAGAN	Director	0.25	Director	$0	$0	$0
GREG RICHARDS	Vice President	0.25	Officer Director	$0	$0	$0
F MICHAEL CATALANO	Director	0.25	Director	$0	$0	$0
MICHAEL HOOSE	2nd VP	0.25	Officer Director	$0	$0	$0
MICHAEL HUDON	Director	0.25	Director	$0	$0	$0
MELISSA HOLL	Director	0.25	Director	$0	$0	$0
NICOLE COTTONE	Secretary	0.25	Officer Director	$0	$0	$0
EVAN RAMIZA	1st VP	0.25	Officer Director	$0	$0	$0
JEFF BREED	Director	0.25	Director	$0	$0	$0
MISSIE HORTON	Director	0.25	Director	$0	$0	$0
RACHEL BEARUP	Treasurer	0.25	Officer Director	$0	$0	$0
KRISTINA THELEN	Executive Dir.	37.50	Director	$0	$0	$0
CHRISTELLA YONTA	FORMER E.D.	37.50	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
2024	$201,718	$214,364	$972,544	$-12,646
2023	$259,604	$323,661	$1,020,307	$-64,057
2022	$218,307	$266,543	$1,042,968	$-48,236
2021	$440,382	$313,941	$1,247,117	$126,441
2020	$440,056	$471,159	$1,081,555	$-31,103
2019	$351,101	$399,729	$1,048,549	$-48,628
2018	$340,190	$392,774	$1,046,977	$-52,584

UNITED WAY FOR CORTLAND COUNTY INC