UNITED WAY OF GREATER UNION COUNTY % JULIENNE CHERRY (EIN 221904427) - 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

1969

Legal Domicile

Principal Officer

JULIENNE CHERRY

Phone

9083537171

Tax Period

2023-09-01 to 2024-08-31

UNITED WAY OF GREATER UNION COUNTY % JULIENNE CHERRY, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 35% operating margin.

Mission

THE MISSION OF UNITED WAY GREATER UNION COUNTY IS TO IMPROVE LIVES AND BUILD STRONG COMMUNITIES BY UNITING INDIVIDUALS AND ORGANIZATIONS.

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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 $3,200,084

Program Service Revenue $0

Investment Income $1,166,158

Other Revenue $-64,236

TOTAL REVENUE $4,302,006

Expense Breakdown

Grants Paid $697,654

Salaries & Benefits $1,400,161

Fundraising Expenses $80,840

Program Expenses $2,615,532

Other Expenses $710,493

TOTAL EXPENSES $2,808,308

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,302,006	$3,763,649	+0.1%
Expenses	$2,808,308	$4,480,004	-0.4%
Net Income	$1,493,698	$-716,355	-3.1%

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

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

$100,232

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN P MELILLI	CHAIRMAN	5.00	Officer Director	$0	$0	$0
ANNA BELLIN-PYLES	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
CLARENCE BURKNIGHT III	SECRETARY	5.00	Officer Director	$0	$0	$0
DONALD BUCCIARELLI	TREASURER	5.00	Officer Director	$0	$0	$0
LUIS LIMA	TRUSTEE	2.00	Director	$0	$0	$0
GERALDINE HARVEY	TRUSTEE	2.00	Director	$0	$0	$0
ERIC LEVINE	TRUSTEE	2.00	Director	$0	$0	$0
LARRY LOCKHART	TRUSTEE	2.00	Director	$0	$0	$0
JAMES L MEYER	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH DIAZ	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS PONOSUK	TRUSTEE	2.00	Director	$0	$0	$0
RODERICK SPEARMAN	TRUSTEE	2.00	Director	$0	$0	$0
ALISON G YABLONOWITZ	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT QUINN	TRUSTEE	2.00	Director	$0	$0	$0
LUCY AMICCUCCI	TRUSTEE	2.00	Director	$0	$0	$0
JULIENNE CHERRY	CEO	40.00	Officer	$98,140	$2,092	$100,232

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
2024	$4,302,006	$2,808,308	$3,911,089	$1,493,698
2023	$3,763,649	$4,480,004	$3,168,887	$-716,355
2022	$4,198,546	$4,480,581	$3,685,668	$-282,035
2022	$4,198,546	$4,480,581	$3,685,668	$-282,035
2021	$4,178,217	$4,192,622	$3,398,054	$-14,405
2021	$4,178,217	$4,192,622	$3,398,054	$-14,405
2020	$3,560,162	$3,461,372	$3,636,192	$98,790
2019	$4,789,633	$4,560,321	$3,985,531	$229,312
2018	$4,938,156	$5,109,408	$3,788,029	$-171,252

UNITED WAY OF GREATER UNION COUNTY % JULIENNE CHERRY