United Way of Lamoille County Inc

EIN: 222774485 501(c)(3) Philanthropy & Grantmaking

Morrisville, VT

Total Revenue
$680,035
Total Expenses
$755,133
Total Assets
$809,607
Net Assets
$633,378
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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
1986
Legal Domicile
VT
Principal Officer
Clarissa Gottshall-French
Phone
8028883252
Tax Period
2024-07-01 to 2025-06-30

United Way of Lamoille County Inc, founded in 1986, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $680K in total revenue in fiscal year 2024. Expenses of $755K exceeded revenue, resulting in a 11% operating deficit.

Mission

A not-for-profit voluntary health and welfare agency established to increase overall quality of life for those in the Lamoille County area.

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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 (2024)

Revenue Breakdown

Contributions & Grants $542,275
Program Service Revenue $75,935
Investment Income $188
Other Revenue $61,637
TOTAL REVENUE $680,035

Expense Breakdown

Grants Paid $0
Salaries & Benefits $304,003
Fundraising Expenses $74,504
Program Expenses $556,412
Other Expenses $451,130
TOTAL EXPENSES $755,133

Year-over-Year Comparison

2024 2023 Change
Revenue $680,035 $709,685 0.0%
Expenses $755,133 $719,051 +0.1%
Net Income $-75,098 $-9,366 +7.0%
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

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Governance

Voting Members
8
Independent Members
8
Employees
7
Volunteers
100

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
5
$69,568
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Clarissa Gottshall-French Executive Director 040.00
Officer
$63,688 $5,880 $69,568
April Tuck President 005.00
Officer Director
$0 $0 $0
Sam Lotto Vice President 005.00
Officer Director
$0 $0 $0
Melissa Greene Treasurer 005.00
Officer Director
$0 $0 $0
Jason Ehlers Secretary 005.00
Officer Director
$0 $0 $0
Nicholas Hibbard Board Member 005.00
Director
$0 $0 $0
Judy Rex Board Member 005.00
Director
$0 $0 $0
hope Veliska Board Member 005.00
Director
$0 $0 $0
Brooke Hailey Board Member 005.00
Director
$0 $0 $0
Vicki Rich Left in FY 25 Board Member 005.00
Director
$0 $0 $0
Sarah Hailey Left in Fy 25 Board Member 005.00
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
2025 $680,035 $755,133 $809,607 $-75,098
2024 $709,685 $719,051 $960,049 $-9,366
2024 No data No data No data No data
2023 No data No data $887,571 No data
2023 No data No data No data No data
2022 No data No data No data No data
2021 No data No data No data No data
2020 $364,701 $368,309 $767,407 $-3,608
2019 $378,419 $381,035 $802,915 $-2,616
2019 $394,222 $444,997 $819,883 $-50,775
2018 $300,508 $291,412 $857,032 $9,096
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