UNITED WAY OF HUNTERDON COUNTY

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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

1982

Legal Domicile

Principal Officer

JENNIFER THOMPSON MSW

Phone

9087823414

Tax Period

2023-09-01 to 2024-08-31

UNITED WAY OF HUNTERDON COUNTY, founded in 1982, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.5M exceeded revenue, resulting in a 11% operating deficit.

Mission

VISION: UNITED WAY OF HUNTERDON COUNTY IS A COMMUNITY CENTER OF VOLUNTEERISM, LEADERSHIP AND PHILANTHROPY THAT ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS DESERVE AN OPPORTUNITY TO THRIVE. MISSION: TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. UNITED WAY OF HUNTERDON COUNTY (UWHC) FOCUSES ON POVERTY PREVENTION, FINANCIAL EMPOWERMENT, AND ADVOCACY TO CREATE POSITIVE CHANGE IN OUR COMMUNITY. WE INVEST IN INITIATIVES AND PROGRAMS THAT ARE ALIGNED WITH OUR COMMUNITY IMPACT GOALS, AND SPECIFICALLY ON THE FINANCIAL STABILITY OF ALICE, OUR NEIGHBORS WHO ARE ASSET LIMITED, INCOME CONSTRAINED AND EMPLOYED (OR RETIRED). RECOGNIZING THAT FINANCIAL STABILITY IS A KEY SOCIAL DETERMINANT OF HEALTH AND EDUCATION (AND VICE-VERSA), THE FINAL PORTFOLIO COMPRISES INITIATIVES AND PROGRAMS WITH AN EMPHASIS ON HOLISTIC AND SUSTAINED COMMUNITY IMPACT.

Program Service Accomplishments

Program 1

Expenses: $221,347 Revenue: $21,674

THRIVING COMMUNITIES/TIRO THRIVING COMMUNITIES PROVIDES PUBLIC HEALTH OUTREACH PRIMARILY TO OUR LATINO COMMUNITY. THRIVING COMMUNITIES FOCUSED ON CONTINUING COVID-19 AWARENESS AND PREVENTION THROUGH DISTRIBUTING INFORMATION, HOME TEST KITS AND HOSTING VACCINE CLINICS. SOME ACCOMPLISHMENTS OF THIS OUTREACH EFFORT INCLUDED PROVIDING 36 COMMUNITY HEALTH EDUCATION EVENTS, DISTRIBUTING COVID TEST KITS, AND PARTNERING WITH 68 COMMUNITY ORGANIZATIONS TO DELIVER VACCINES, HEALTH SCREENING AND EDUCATION. OTHER HIGHLIGHTS INCLUDED 5 WORKSHOPS RELATED TO MENTAL HEALTH, AND A SUMMER HEALTH FAIR & CELEBRATION OF CULTURE WITH 400 ATTENDEES.

Program 2

Expenses: $160,845

VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FEE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE OVER 1600 TOTAL...

VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FEE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE OVER 1600 TOTAL FILINGS FOR TAX YEAR 2023 USING DROP & GO TAX RETURNS, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1.9M IN FEDERAL AND STATE REFUNDS AND CREDITS AND .7K OF TAXES DUE. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS APPROXIMATELY 154K IN TAX PREPARATION FEES. 5372 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES.

Program 3

Expenses: $170,531 Revenue: $123,325

HOLIDAY HANDS UWHC'S HOLIDAY HANDS PROGRAM INCREASES FINANCIAL STABILITY BY REDUCING FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES, ELDERLY RESIDENTS ON FIXED INCOMES, SINGLE PARENTS, AND PEOPLE WHO ARE STRUGGLING DURING THE HOLIDAY SEASON AND WINTER MONTHS. THIS PROGRAM SERVES OVER 1600 HUNTERDON COUNTY RESIDENTS.

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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 $1,252,794

Program Service Revenue $0

Investment Income $138,318

Other Revenue $0

TOTAL REVENUE $1,391,112

Expense Breakdown

Grants Paid $200,309

Salaries & Benefits $781,595

Fundraising Expenses $161,162

Program Expenses $1,050,207

Other Expenses $564,397

TOTAL EXPENSES $1,546,301

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,391,112	$1,136,161	+0.2%
Expenses	$1,546,301	$1,374,692	+0.1%
Net Income	$-155,189	$-238,531	-0.3%

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

241

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
JENNIFER THOMPSON MSW	CEO	35.00	Officer Director	$0	$0	$0
BRENDA ESLER	CEO	35.00		$125,000	$0	$125,000
JOHN CHIEFFO	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROB CRANE	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
CHRISTOPHER MCDANIEL	TREASURER	3.00	Officer Director	$0	$0	$0
WILLIAM HAMILTON	SECRETARY	3.00	Officer Director	$0	$0	$0
KEN O'GORMAN	FINANCE CHAI	3.00	Officer Director	$0	$0	$0
MR JOHN L RICE	GOVERNANCE C	3.00	Officer Director	$0	$0	$0
AUDREY BLUMBERG	COMMUNIC LIA	3.00	Officer Director	$0	$0	$0
KRISTY TALORICO	R&D LIAISON	3.00	Officer Director	$0	$0	$0
MICHAEL C WELLONS	STRATEGIC PL	3.00	Officer Director	$0	$0	$0
AMELIA WEEDER	SCHOLARSHIP	3.00	Officer Director	$0	$0	$0
DON ATKINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CONOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JOSEPH W GUNNET JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAUDIA MARCHESE	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSE MCMANUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MURALI PARTHASARATHY	BOARD MEMBER	1.00	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	$1,391,112	$1,546,301	$2,851,104	$-155,189
2023	$1,034,465	$1,273,940	$2,803,091	$-239,475
2023	$1,136,161	$1,374,692	$2,803,430	$-238,531
2022	$1,350,333	$1,349,912	$3,092,636	$421
2021	$1,281,008	$1,158,181	$3,249,215	$122,827
2020	$1,483,609	$1,365,647	$3,028,787	$117,962
2019	$1,390,241	$1,256,343	$2,693,695	$133,898
2018	$1,337,398	$1,215,533	$2,694,317	$121,865