CLEARFIELD AREA UNITED WAY (EIN 256067508) - 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

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 MAKES 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.

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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

CLEARFIELD AREA UNITED WAY