United Way of Greater Hazleton Inc (EIN 240796034) - 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

1928

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

United Way of Greater Hazleton Inc, founded in 1928, is a small nonprofit that reported $318K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. Expenses of $410K exceeded revenue, resulting in a 29% operating deficit.

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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 (2022)

Revenue Breakdown

Contributions & Grants $323,297

Program Service Revenue $0

Investment Income $-6,182

Other Revenue $1,132

TOTAL REVENUE $318,247

Expense Breakdown

Grants Paid $105,499

Salaries & Benefits $239,905

Fundraising Expenses $75,762

Program Expenses $288,730

Other Expenses $64,786

TOTAL EXPENSES $410,190

Year-over-Year Comparison

	2022	2021	Change
Revenue	$318,247	$364,387	-0.1%
Expenses	$410,190	$474,185	-0.1%
Net Income	$-91,943	$-109,798	-0.2%

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

N/A

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
Pat Korb	Director	2.00	Director	$0	$0	$0
Deacon Robert Roman	Director	2.00	Director	$0	$0	$0
Esperanza Martinez	Director to 12-1-22	2.00	Director	$0	$0	$0
Donna Barna	Director	2.00	Director	$0	$0	$0
Kevin Yurkanin	Director to 10-31-22	2.00	Director	$0	$0	$0
Anthony Colombo	Director	2.00	Director	$0	$0	$0
Sarah Wech	Director	2.00	Director	$0	$0	$0
Robert Knight Jr	Director	2.00	Director	$0	$0	$0
Catherine McGovern	Director	2.00	Director	$0	$0	$0
Terrence J Malloy	Director Chair eff 7-1-23	2.00	Director	$0	$0	$0
David Sosar	Chair to 6-30-23	2.00	Officer Director	$0	$0	$0
Leann Fallabel	Vice President	0.00	Officer	$0	$0	$0
Gary Perna	PresidentCEOSecretary	40.00	Officer	$0	$0	$0
Allison Barletta Antolick	Treasurer	2.00	Officer	$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
2023	$318,247	$410,190	$501,588	$-91,943
2022	$364,387	$474,185	$580,875	$-109,798
2021	$512,548	$448,021	$832,387	$64,527
2020	$558,609	$566,408	$662,683	$-7,799
2019	$478,901	$460,089	$667,041	$18,812
2018	$543,013	$642,422	$657,404	$-99,409

United Way of Greater Hazleton Inc