CLEARFIELD AREA 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

1964

Legal Domicile

Phone

8147656521

Tax Period

2023-01-01 to 2023-12-31

CLEARFIELD AREA UNITED WAY, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $125K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

THE CLEARFIELD AREA UNITED WAY SERVES PEOPLE OF ALL AGES THROUGHOUT EASTERN, SOUTHERN & CENTRAL CLEARFIELD COUNTY - WE MAKE A DIFFERENCE IN PEOPLE'S LIVES, HELPING CHILDREN SUCCEED AND SUPPORTING FAMILIES BY BRINGING PEOPLE AND RESOURCES TOGETHER TO FIND CREATIVE SOLUTIONS TO COMMUNITY NEEDS. THROUGH INVOLVEMENT WITH OUR LOCAL MEMBER AGENCIES, WE PROMOTE INDEPENDENCE, HEALTH & WELLNESS AND PROVIDE A SAFETY NET FOR THE MOST VULNERABLE. ALLOCATIONS ARE MADE TO ALL ELIGIBLE MEMBER AGENCIES. THE CLEARFIELD AREA UNITED WAY WORKS AS A FACILITATOR TO CONNECT A MYRIAD OF DONATIONS TO NON-PROFIT MEMBER & NON-MEMBER AGENCIES.

Program Service Accomplishments

Program 1

Expenses: $104,787

THE CLEARFIELD AREA UNITED WAY WORKS TO BUILD BETTER COMMUNITIES THROUGHOUT THE CENTRAL, EASTERN, AND SOUTHERN PORTIONS OF CLEARFIELD COUNTY WHICH THEY SERVE. MAKING A POSITIVE IMPACT IN THE LIVES OF LOCAL RESIDENTS IS OUR GOAL AND PARTNERING WITH LOCAL MEMBER AGENCIES IS OUR OBJECTIVE.AN ANNUAL FUND RAISING EFFORT RAISES DOLLARS FOR MEMBER AGENCIES WHICH HELP PEOPLE OF ALL AGES IN OUR SURROUNDING AREA THRIVE AND GROW. THEY ALSO CONDUCT A JEANS FOR TEENS PROGRAM, HELPING CURB PEER PRESSURE AND ENHANCING SELF-ESTEEM. THIS PROGRAM WORKS WITH A COUNTY AGENCY IDENTIFYING AT-RISK TEENAGERS IN SCHOOL AND HELPS WITH THE PURCHASE OF SEVERAL NEW OUTFITS AT LOCAL RETAILERS. THIS PARTNERSHIP WILL CONTINUE FOR SEVERAL YEARS. CLEARFIELD AREA UNITED WAY CONNECTS PEOPLE TO VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE COMMUNITY. WE ALSO WORK DAILY WITH INFORMATION AND REFERRAL TO INDIVIDUALS FROM WITHIN THE STATE AS WELL AS OUT OF STATE.

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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 $125,142

Program Service Revenue $0

Investment Income $125

Other Revenue $0

TOTAL REVENUE $125,267

Expense Breakdown

Grants Paid $53,744

Salaries & Benefits $66,935

Fundraising Expenses $10,936

Program Expenses $104,787

Other Expenses $7,518

TOTAL EXPENSES $128,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,267	$189,464	-0.3%
Expenses	$128,197	$188,135	-0.3%
Net Income	$-2,930	$1,329	-3.2%

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

$56,515

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY PINTO	Executive Dir.	40.00	Officer	$34,515	$0	$34,515
RENEE KELLEY	Secretary	35.00	Officer	$22,000	$0	$22,000
WILSON FISHER JR	President	1.00	Officer Director	$0	$0	$0
MICHELE FANNIN	Director	1.00	Director	$0	$0	$0
KAY DELL'ANTONIO	1ST VICE PRES	1.00	Officer Director	$0	$0	$0
GREG DIXON	Director	1.00	Director	$0	$0	$0
ERIC JOHNSON	Director	1.00	Director	$0	$0	$0
SUZANNE RUMFOLA	Director	1.00	Director	$0	$0	$0
BRENDA TERRY	Treasurer	1.00	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
2024	No data	No data	No data	No data
2023	$125,267	$128,197	$194,136	$-2,930
2022	$189,464	$188,135	$250,323	$1,329
2021	$206,279	$228,456	$256,319	$-22,177
2020	$215,712	$194,538	$247,898	$21,174
2019	$179,219	$198,806	$230,268	$-19,587
2018	$211,764	$222,161	$262,896	$-10,397