UNITED WAY OF BUCKS COUNTY (EIN 231409706) - 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

1952

Legal Domicile

Principal Officer

MARISSA CHRISTIE

Phone

2159491660

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF BUCKS COUNTY, founded in 1952, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

UNITED WAY OF BUCKS COUNTY CREATES OPPORTUNITIES FOR QUALITY EDUCATION, FINANCIAL STABILITY, AND GOOD HEALTH TO ENSURE REAL, LASTING CHANGE FOR INDIVIDUALS AND OUR COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,960,807

Program Service Revenue $0

Investment Income $112,581

Other Revenue $16,125

TOTAL REVENUE $9,089,513

Expense Breakdown

Grants Paid $222,024

Salaries & Benefits $831,601

Fundraising Expenses $339,514

Program Expenses $8,565,026

Other Expenses $8,092,189

TOTAL EXPENSES $9,145,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,089,513	$8,157,436	+0.1%
Expenses	$9,145,814	$8,702,422	+0.1%
Net Income	$-56,301	$-544,986	-0.9%

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

956

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

$251,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN JOHNSON-SUSKO	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BERNARD TYNES	VICE CHAIR, NOMINATING COMMITTEE	1.00	Officer Director	$0	$0	$0
MATT HANSON	VICE CHAIR COMMUNITY IMPAC	1.00	Officer Director	$0	$0	$0
KRISTEN ELDER	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL BRAUN	CORPORATE SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL BENCIVENGO	IMMEDIATE PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
COLLEEN DOLL	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN PAPSUN	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS PFLEIGER	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DAVID POCALYKO	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM SOFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY THOMAS SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF LEHOCKY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN ANTOINE	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY MUSOLINO	BOARD MEMBER	1.00	Director	$0	$0	$0
PURVI PANWALA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC SABO	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY BEAMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK BATTAGLIA	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA WEISSENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE NORK MINIELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MICHELLE BURROUGHS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHICHI AHIA	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN BARBIR	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY VALERIANO	BOARD MEMBER	1.00	Director	$0	$0	$0
DR GARY L BOWMAN	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
KATHY BRETT	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
LYNN BUSH	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
DR RICHARD O COE	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
MICHAEL CONNOR	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
J PETER DOMINICK	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
THOMAS P DONNELLY ESQ	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
JAMES DOWLING	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
GROVER FRIEND	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
DAVID J GONDAK	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
BRIAN JETER	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
TRISH MARKEL-MULLIGAN	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
JACK MCCAUGHAN	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
MARK WORTHINGTON	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
TODD ALDERFER	HONORARY LIFE MEMBER	0.00	Director	$0	$0	$0
MARISSA CHRISTIE	PRESIDENT & CEO	40.00	Officer	$125,238	$19,005	$144,243
FAITH PARKINSON	DIRECTOR OF FINANCE & ADMI	40.00	Officer	$97,534	$9,965	$107,499

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	$9,089,513	$9,145,814	$3,980,012	$-56,301
2023	$8,157,436	$8,702,422	$4,003,122	$-544,986
2022	$8,006,240	$8,118,167	$4,157,035	$-111,927
2021	$6,298,784	$6,034,520	$4,389,093	$264,264
2020	$5,751,623	$5,409,888	$4,141,447	$341,735
2019	$4,511,859	$4,261,706	$3,426,789	$250,153
2018	$3,942,111	$3,744,719	$3,238,588	$197,392

UNITED WAY OF BUCKS COUNTY