United Fund of Westfield NJ

EIN: 221616758 501(c)(3) Philanthropy & Grantmaking

Westfield, NJ

Total Revenue
$547,376
Total Expenses
$594,453
Total Assets
$1,147,116
Net Assets
$531,797
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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
1960
Legal Domicile
NJ
Principal Officer
Elizabeth Saad
Tax Period
2022-07-01 to 2023-06-30

United Fund of Westfield NJ, founded in 1960, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $547K in total revenue in fiscal year 2022.

Mission

Our mission is to help members of our local Westfield area communities who need care and social services. Our purpose is to fund quality programs from agencies approved by the Westfield United Fund. (Continued Sch. O)

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $516,926
Program Service Revenue $0
Investment Income $29,200
Other Revenue $1,250
TOTAL REVENUE $547,376

Expense Breakdown

Grants Paid $425,295
Salaries & Benefits $113,173
Fundraising Expenses $18,719
Program Expenses $510,527
Other Expenses $55,985
TOTAL EXPENSES $594,453

Year-over-Year Comparison

2022 2021 Change
Revenue $547,376 $532,799 +0.0%
Expenses $594,453 $590,351 +0.0%
Net Income $-47,077 $-57,552 -0.2%
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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Governance

Voting Members
18
Independent Members
18
Employees
6
Volunteers
25

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
1
$5,280
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Deirdre Gelinne Former Executive Director 40.00
$60,000 $0 $60,000
Elizabeth Saad Executive Director 40.00
Officer
$5,280 $0 $5,280
Beth Riordan Board of Trustee 2.00
Director
$0 $0 $0
Jessica Stewart Board of Trustee 2.00
Director
$0 $0 $0
Rob Mustard Board of Trustee 2.00
Director
$0 $0 $0
Amy Partridge Board of Trustee 2.00
Director
$0 $0 $0
Mark Ukrainskyj Board of Trustee 2.00
Director
$0 $0 $0
Keith Wargo Board of Trustee 2.00
Director
$0 $0 $0
Carolyn Tenney Board of Trustee 2.00
Director
$0 $0 $0
Lori Roche Terry Board of Trustee 2.00
Director
$0 $0 $0
Abigail Mulligan Board of Trustee 2.00
Director
$0 $0 $0
Paul Fitzhenry Board of Trustee 2.00
Director
$0 $0 $0
Kevin Fitzpatrick Board of Trustee 2.00
Director
$0 $0 $0
Megan Brown Board of Trustee 2.00
Director
$0 $0 $0
Caroline Ellison Board of Trustee 2.00
Director
$0 $0 $0
Emily Howell Board of Trustee 2.00
Director
$0 $0 $0
Ginny Malley Board of Trustee 2.00
Director
$0 $0 $0
Liz McAlister Board of Trustee 2.00
Director
$0 $0 $0
Jed Kelly Board of Trustee 2.00
Director
$0 $0 $0
Angie Kurze Board of Trustee 2.00
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $547,376 $594,453 $1,147,116 $-47,077
2022 $532,799 $590,351 $1,189,298 $-57,552
2021 $596,599 $647,813 $1,410,126 $-51,214
2020 $71,483 $120,188 $1,225,637 $-48,705
2019 $574,560 $558,401 $1,257,557 $16,159
2018 $543,246 $568,601 $1,253,525 $-25,355
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