Union Aid Society

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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

1919

Legal Domicile

Principal Officer

John Roppo

Phone

4127419240

Tax Period

2024-06-01 to 2025-05-31

Union Aid Society, founded in 1919, is a small nonprofit in the Human Services sector that reported $498K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $550K exceeded revenue, resulting in a 11% operating deficit.

Mission

The Union Aid Society exists to serve those in need who reside within the eleven municipalities of the Quaker Valley School District.

Program Service Accomplishments

Program 1

Expenses: $236,034 Revenue: $118,102

Provision of affordable rental housing for elderly residents over the age of 55 with household income below 60% of median income.

Program 2

Expenses: $161,810 Revenue: $232,113

Financial help for needy persons in area

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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 $233,728

Program Service Revenue $116,487

Investment Income $147,419

Other Revenue $0

TOTAL REVENUE $497,634

Expense Breakdown

Grants Paid $161,810

Salaries & Benefits $97,652

Fundraising Expenses $6,650

Program Expenses $397,844

Other Expenses $290,833

TOTAL EXPENSES $550,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$497,634	$680,250	-0.3%
Expenses	$550,295	$500,789	+0.1%
Net Income	$-52,661	$179,461	-1.3%

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

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

$83,861

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLA S NASH	EXEC. DIRECTOR	40.00	Key Emp Highest	$83,861	$0	$83,861
JOAN MILES	PRESIDENT	1.80	Officer	$0	$0	$0
MARISA TOBIAS	VICE PRESIDENT	0.40	Officer Director	$0	$0	$0
JOHN ROPPO	TREASURER	0.80	Officer	$0	$0	$0
SHARON CAMHI	ASSISTANT TREASURER	0.80	Officer	$0	$0	$0
BARBARA COOLEY THAW	RECORDING SECRETARY	0.60	Officer	$0	$0	$0
ADA MILLINER	DIRECTOR	0.30	Director	$0	$0	$0
AMY W SCHULTZ	DIRECTOR	0.40	Director	$0	$0	$0
AMY ELSTE	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN R SOUR	DIRECTOR	1.70	Director	$0	$0	$0
CATHERINE M TYSON	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA CINDRICH	DIRECTOR	0.50	Director	$0	$0	$0
KATHARINE HARBISON	DIRECTOR	0.50	Director	$0	$0	$0
JANET HUDDLESTON	DIRECTOR	0.50	Director	$0	$0	$0
MARIBETH MONTI	DIRECTOR	0.50	Director	$0	$0	$0
MARY ANN RONDINELLI	DIRECTOR	0.50	Director	$0	$0	$0
DENISE LINDSEY	DIRECTOR	0.50	Director	$0	$0	$0
LINDA CHICO	DIRECTOR	0.50	Director	$0	$0	$0
PAM LASORDA	DIRECTOR	0.50	Director	$0	$0	$0
STACEY WESTWOOD	DIRECTOR	0.50	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	$497,634	$550,295	$2,496,269	$-52,661
2024	$680,250	$500,789	$2,612,851	$179,461
2023	$296,230	$485,142	$2,522,438	$-188,912
2022	$473,333	$528,937	$2,645,291	$-55,604
2021	$516,976	$531,617	$2,823,321	$-14,641
2021	$516,976	$531,617	$2,823,321	$-14,641
2020	$346,327	$481,668	$2,505,204	$-135,341
2019	$319,737	$426,804	$2,654,438	$-107,067