PLYMOUTH COMMUNITY UNITED WAY

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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

1944

Legal Domicile

Principal Officer

MARIE MORROW

Phone

7344536879

Tax Period

2024-01-01 to 2024-12-31

PLYMOUTH COMMUNITY UNITED WAY, founded in 1944, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $355K, a strong 25% operating margin.

Mission

PLYMOUTH COMMUNITY UNITED WAY SERVES HUMAN NEEDS IN THE LOCAL COMMUNITY BY WORKING TO IMPROVE THE LIVES OF THOSE THAT NEED ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $826,028

PLYMOUTH COMMUNITY UNITED WAY BRINGS TOGETHER CITIZENS, COMMUNITY LEADERS, BUSINESSES, THE FAITH COMMUNITY, GOVERNMENT, NON-PROFIT ORGANIZATIONS, AND OTHER INSTITUTIONS TO DETERMINE THE MOST CRITICAL HUMAN ISSUES THAT REQUIRE COLLECTIVE, NOT JUST INDIVIDUAL, ACTION. THESE ISSUES RANGE FROM BASIC HUMAN NEEDS (LIKE FOOD, SHELTER, AND EMERGENCY ASSISTANCE) TO EMERGING AND GROWING ISSUES (LIKE THE NEED FOR AFFORDABLE HOUSING, SERVICES, SUPPORT FOR SENIORS, AND POSITIVE YOUTH DEVELOPMENT). PLYMOUTH COMMUNITY UNITED WAY THEN RAISES MONEY LOCALLY IN AN ANNUAL CAMPAIGN, GENERATES OTHER REVENUE OUTSIDE OF THE CAMPAIGN, SECURES NON-CASH IN-KIND RESOURCES, AND ADVOCATES FOR SOUND PUBLIC POLICY, ALONG WITH EMPLOYING OTHER RELEVANT STRATEGIES TO PRODUCE CONCRETE RESULTS. PLYMOUTH COMMUNITY UNITED WAY SUPPORTS SEVERAL LOCAL AGENCIES AND PROGRAMS THAT PROVIDE COMPREHENSIVE SERVICES TO THOSE IN NEED INCLUDING QUALITY HOUSING OPTIONS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES, AUTISM PROGRAMS, THE FIGHT AGAINST HUMAN TRAFFICKING, GRIEF SERVICES, VETERANS PROGRAMS, AND VARIOUS PROGRAMS THAT ENHANCE THE QUALITY OF LIFE FOR SENIOR CITIZENS.

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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 $481,170

Program Service Revenue $0

Investment Income $864,423

Other Revenue $71,895

TOTAL REVENUE $1,417,488

Expense Breakdown

Grants Paid $426,467

Salaries & Benefits $389,679

Fundraising Expenses $95,326

Program Expenses $826,028

Other Expenses $246,295

TOTAL EXPENSES $1,062,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,417,488	$985,604	+0.4%
Expenses	$1,062,441	$916,057	+0.2%
Net Income	$355,047	$69,547	+4.1%

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

354

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

$146,629

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE MORROW	PRESIDENT	37.00	Officer	$115,104	$31,525	$146,629
CURT BASTIANELLI	DIRECTOR	2.00	Director	$0	$0	$0
PAUL FESSLER	DIRECTOR	2.00	Director	$0	$0	$0
STEVE HORGER	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH JOHNSTON	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL KUDRA	VICE-CHAIRMA	2.00	Officer Director	$0	$0	$0
FRANK RUGGIRELLO	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW SAVAGE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SCHOENLE	DIRECTOR	2.00	Director	$0	$0	$0
RYAN STOWE	DIRECTOR	2.00	Director	$0	$0	$0
LOUIS WHITLOCK	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RHONDA WHITTED	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN ZAHN	TREASURER	2.00	Officer 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	$1,417,488	$1,062,441	$10,343,238	$355,047
2023	$985,604	$916,057	$9,870,221	$69,547
2022	$859,234	$836,934	$9,181,247	$22,300
2021	$1,823,379	$876,443	$10,132,070	$946,936
2020	$856,039	$852,912	$9,042,558	$3,127
2019	$960,199	$939,427	$8,839,931	$20,772
2018	$1,572,006	$947,845	$8,162,952	$624,161