UNITED WAY OF BRADFORD COUNTY (EIN 232077784) - 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

1977

Legal Domicile

Principal Officer

AIMEE O'CONNOR

Phone

2672467668

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF BRADFORD COUNTY, founded in 1977, is a small nonprofit that reported $653K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $723K exceeded revenue, resulting in a 11% operating deficit.

Mission

FOR COMPLETE DESCRIPTIONTHE ORGANIZATION ANNUALLY COLLECTS AND DISTRIBUTES FUNDS FOR PROGRAMS THAT MEET COMMUNITY NEEDS PRIMARILY IN BRADFORD COUNTY, PA

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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 $598,937

Program Service Revenue $20,971

Investment Income $32,993

Other Revenue $181

TOTAL REVENUE $653,082

Expense Breakdown

Grants Paid $515,561

Salaries & Benefits $105,398

Fundraising Expenses $51,690

Program Expenses $653,989

Other Expenses $101,604

TOTAL EXPENSES $722,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$653,082	$777,730	-0.2%
Expenses	$722,563	$708,474	+0.0%
Net Income	$-69,481	$69,256	-2.0%

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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTA COLEMAN	MANAGING DIRECTOR	40.00	Officer Director	$0	$0	$0
JASON KRISE	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMMY CIAVARDINI	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA CHAMPION-ALEXANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
TAYLOR MYER	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMATHA HADLOCK	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
TOM STIRES	CFO	1.00	Officer Director	$0	$0	$0
KELLY WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY JO MORRIS	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA KROPELNICKI	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNY MARINO	BOARD MEMBER	1.00	Director	$0	$0	$0
AIMEE O' CONNOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
CONSTANCE SPAULDING	ALLOCATIONS COMMITTEE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL BUSTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SECOR	FUNDRAISING COMMITTEE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE BURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY WEST	BOARD MEMBER, ALLOCATIONS	1.00	Director	$0	$0	$0
JODY PLACE	BOARD MEMBER, NOMINATING C	1.00	Director	$0	$0	$0
KRISTINE VICTORY	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY GARRITY	TREASURER	1.00	Officer Director	$0	$0	$0
DARLENE INNOCENZO	BOARD MEMBER, ALLOCATIONS	1.00	Director	$0	$0	$0
ROBERT HUGO	BOARD MEMBER, EXECUTIVE &	1.00	Director	$0	$0	$0
MADISON STROPE	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD BOYLES	BOARD MEMBER, NOMINATING C	1.00	Director	$0	$0	$0
KRISTI TUNNICLIFF	BOARD MEMBER	1.00	Director	$0	$0	$0
FATHER DAN STORRS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN SMITH REESE	FORMER MANAGING DIRECTOR	40.00		$43,269	$808	$44,077

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	$653,082	$722,563	$979,963	$-69,481
2024	$777,730	$708,474	$1,008,851	$69,256
2023	$733,248	$678,798	$912,581	$54,450
2022	$690,062	$810,483	$901,288	$-120,421
2021	$818,941	$780,395	$1,167,033	$38,546
2019	$762,889	$636,044	$913,212	$126,845
2018	$550,285	$733,321	$786,367	$-183,036

UNITED WAY OF BRADFORD COUNTY