UNITED WAY OF CENTRAL JERSEY INC (EIN 221520408) - 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

1930

Legal Domicile

Principal Officer

Gloria Aftanski

Phone

7322473727

Tax Period

2023-01-01 to 2023-12-31

UNITED WAY OF CENTRAL JERSEY INC, founded in 1930, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $3.4M left a modest 5% surplus.

Mission

Striving to ensure all young children in our communities attain a more successful future.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,042,584

Program Service Revenue $237,740

Investment Income $238,978

Other Revenue $13,237

TOTAL REVENUE $3,532,539

Expense Breakdown

Grants Paid $166,070

Salaries & Benefits $1,032,509

Fundraising Expenses $160,588

Program Expenses $2,963,094

Other Expenses $2,156,304

TOTAL EXPENSES $3,354,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,532,539	$3,035,089	+0.2%
Expenses	$3,354,883	$2,917,130	+0.2%
Net Income	$177,656	$117,959	+0.5%

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

223

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

$301,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE P O'CONNELL	CHIEF VOLUNTEER OFFICER	3.00	Officer Director	$0	$0	$0
LEE F LIVINGSTON	FIRST VICE CHAIR	3.00	Officer Director	$0	$0	$0
SOL HECKELMAN	VICE CHAIR, COMMUNITY INVE	3.00	Officer Director	$0	$0	$0
GARY KARLIN	TREASURER	3.00	Officer Director	$0	$0	$0
SHARLETTA EVERETT	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN GOKHALE	TRUSTEE	1.00	Director	$0	$0	$0
MURIEL GRIMMETT	TRUSTEE	1.00	Director	$0	$0	$0
AINSWORTH KIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
REV DR MICHAEL WILKERSON LEACH	TRUSTEE	1.00	Director	$0	$0	$0
CARMEN F MAIETTA	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS S McDONOUGH	TRUSTEE	1.00	Director	$0	$0	$0
CHARKO PATTERSON	TRUSTEE	1.00	Director	$0	$0	$0
STU SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS VAN DER STAD	TRUSTEE	1.00	Director	$0	$0	$0
MAURICE WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
GLORIA AFTANSKI	PRESIDENT, CPO	45.00	Officer	$162,407	$21,395	$183,802
ELIZABETH E HANCE	VP OF FINANCE (CFO)	45.00	Officer	$107,453	$10,459	$117,912

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	No data	No data	No data	No data
2023	$3,532,539	$3,354,883	$6,801,989	$177,656
2022	$3,035,089	$2,917,130	$6,228,317	$117,959
2021	$2,793,099	$2,714,105	$6,635,964	$78,994
2020	$3,152,402	$2,974,814	$6,052,127	$177,588
2019	$3,288,808	$2,859,056	$5,968,134	$429,752
2018	$2,979,921	$3,309,142	$5,324,197	$-329,221

UNITED WAY OF CENTRAL JERSEY INC