UNITED WAY OF MONMOUTH AND OCEAN COUNTIES (EIN 221828435) - 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

1967

Legal Domicile

Principal Officer

LORI-ANNE MCLANE

Phone

7329385988

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF MONMOUTH AND OCEAN COUNTIES, founded in 1967, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year.

Mission

UNITED WAY OF MONMOUTH AND OCEAN COUNTIES BRIDGES THE GAPS TO EDUCATION, FINANCIAL STABILITY AND HEALTH FOR EVERY PERSON 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 (2022)

Revenue Breakdown

Contributions & Grants $1,888,209

Program Service Revenue $0

Investment Income $22,036

Other Revenue $97,260

TOTAL REVENUE $2,007,505

Expense Breakdown

Grants Paid $488,882

Salaries & Benefits $700,926

Fundraising Expenses $208,656

Program Expenses $1,539,008

Other Expenses $890,877

TOTAL EXPENSES $2,080,685

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,007,505	$2,315,664	-0.1%
Expenses	$2,080,685	$2,382,423	-0.1%
Net Income	$-73,180	$-66,759	+0.1%

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

3479

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

$182,855

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ROSONE	CHAIR	4.00	Officer Director	$0	$0	$0
DONALD COWAN	TREASURER	4.00	Officer Director	$0	$0	$0
NANCY ERIKSEN	SECRETARY	4.00	Officer Director	$0	$0	$0
ERIC LUBIN	VICE CHAIR	4.00	Officer Director	$0	$0	$0
SONIA GRANT	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN KIRSTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA FRANK	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS ANDO	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY S BROUGHTON	BOARD MEMBER	1.00	Director	$0	$0	$0
LUKE BOLLERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
HENRY HONG	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ZAMMETTI	BOARD MEMBER	1.00	Director	$0	$0	$0
R SCOTT GARLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI-ANNE MCLANE	PRESIDENT & CEO	35.00	Officer	$162,752	$20,103	$182,855

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	$2,007,505	$2,080,685	$1,914,720	$-73,180
2022	$2,315,664	$2,382,423	$1,825,318	$-66,759
2021	$2,482,837	$2,667,923	$2,025,039	$-185,086
2020	$2,332,630	$2,576,055	$2,136,889	$-243,425
2019	$2,431,290	$2,759,476	$2,424,543	$-328,186
2018	$3,702,086	$3,615,285	$3,034,065	$86,801

UNITED WAY OF MONMOUTH AND OCEAN COUNTIES