UNITED WAY FOUNDATION OF THE CAPITAL REGION (EIN 251733405) - 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

1994

Legal Domicile

Principal Officer

Katie Clarke

Phone

7177320700

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY FOUNDATION OF THE CAPITAL REGION, founded in 1994, is a small nonprofit that reported $394K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $335K left a modest 15% surplus.

Mission

Charitable foundation established for the benefit of the United Way of the Capital Region.

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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 (2023)

Revenue Breakdown

Contributions & Grants $60,844

Program Service Revenue $0

Investment Income $332,812

Other Revenue $0

TOTAL REVENUE $393,656

Expense Breakdown

Grants Paid $303,668

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,668

Other Expenses $31,188

TOTAL EXPENSES $334,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$393,656	$247,202	+0.6%
Expenses	$334,856	$7,269	+45.1%
Net Income	$58,800	$239,933	-0.8%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph Capita	Secretary/Treasurer	1	Officer Director	$0	$0	$0
Jonathan Vipond	Board Member	1	Director	$0	$0	$0
Katie Clarke	Chair	1	Officer Director	$0	$0	$0
Susan Hubley	Board Member	1	Director	$0	$0	$0
Greg Gunn	Board Member	1	Director	$0	$0	$0
Tara Mashack-Behney	Board Member	1	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	$393,656	$334,856	$7,044,172	$58,800
2023	$183,987	$351,317	$6,520,751	$-167,330
2023	$247,202	$7,269	$6,704,373	$239,933
2022	$428,214	$359,716	$7,155,231	$68,498
2021	$108,072	$449,293	$7,434,849	$-341,221
2020	$187,450	$329,170	$6,085,700	$-141,720
2019	$588,365	$327,434	$6,688,619	$260,931

UNITED WAY FOUNDATION OF THE CAPITAL REGION