STEUBEN COUNTY UNITED WAY INC

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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

1957

Legal Domicile

Principal Officer

BILL PURCELL

Phone

5742951650

Tax Period

2024-01-01 to 2024-12-31

STEUBEN COUNTY UNITED WAY INC, founded in 1957, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

THE MISSION OF STEUBEN COUNTY UNITED WAY IS TO GATHER, IN AN ACCOUNTABLE MANNER, COMMUNITY RESOURCES TO SUPPORT AGENCIES AND PROGRAMS THAT ADDRESS BASIC HEALTH AND HUMAN NEEDS TO IMPROVE THE QUALITY OF LIFE IN STEUBEN COUNTY.

Program Service Accomplishments

Program 1

Expenses: $48,014 Revenue: $79,767

STEUBEN COUNTY UNITED WAY IS ON A MISSION TO TRANSFORM THE COMMUNITY BY PRIORITIZING EDUCATION, FINANCIAL STABILITY, AND HEALTHY LIVING. THE ORGANIZATION EMPHASIZES EARLY EDUCATION THROUGH PROGRAMS LIKE KINDERGARTEN PREPARATION CAMPS AND THE DOLLY PARTON IMAGINATION LIBRARY, ENSURING THAT CHILDREN FROM BIRTH TO AGE 5 HAVE A STRONG FOUNDATION IN LITERACY. THE ORGANIZATION IS COMMITTED TO HELPING INDIVIDUALS AND FAMILIES ACHIEVE FINANCIAL INDEPENDENCE AND GUIDING THOSE WHO ARE STRUGGLING BACK TOWARD STABILITY AND SELF-SUFFICIENCY. FURTHERMORE, STEUBEN COUNTY UNITED WAY ADVOCATES FOR HEALTHY LIFESTYLES BY PROMOTING AWARENESS ABOUT THE IMPORTANCE OF AVOIDING RISKY BEHAVIORS.

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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 $78,991

Program Service Revenue $0

Investment Income $776

Other Revenue $21,632

TOTAL REVENUE $101,399

Expense Breakdown

Grants Paid $36,783

Salaries & Benefits $35,892

Fundraising Expenses $28,495

Program Expenses $48,014

Other Expenses $32,379

TOTAL EXPENSES $105,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,399	$111,089	-0.1%
Expenses	$105,054	$122,460	-0.1%
Net Income	$-3,655	$-11,371	-0.7%

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

196

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

$33,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT ALDRICH	PRESIDENT	2.00	Officer Director	$0	$0	$0
AJ WILSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TIM NEWBY	TREASURER	2.00	Officer Director	$0	$0	$0
RACHEL FAULKNER	SECRETARY	2.00	Officer Director	$0	$0	$0
RACHEL SANBORN	DIRECTOR	1.00	Director	$0	$0	$0
SANDY GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
BRENT RUPERT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SANBORN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BIRD	EXECUTIVE DIRECTOR	40.00	Officer	$33,164	$0	$33,164

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	$101,399	$105,054	$98,523	$-3,655
2023	$111,089	$122,460	$121,716	$-11,371
2022	$105,661	$122,016	$119,840	$-16,355
2020	$289,919	$360,485	$115,322	$-70,566