UNITED WAYS OF VERMONT INC (EIN 300192082) - 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

1979

Legal Domicile

Principal Officer

ALISON LAMAGNA

Phone

8028610146

Tax Period

2024-04-01 to 2025-03-31

UNITED WAYS OF VERMONT INC, founded in 1979, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $350K, a strong 18% operating margin.

Mission

LEVERAGE THE RESOURCES OF THE LOCAL UNITED WAYS INTO A STATEWIDE INFLUENCER OF CHANGE.

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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 $345,483

Program Service Revenue $1,544,791

Investment Income $0

Other Revenue $15,500

TOTAL REVENUE $1,905,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $932,209

Fundraising Expenses $0

Program Expenses $1,438,822

Other Expenses $623,385

TOTAL EXPENSES $1,555,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,905,774	$1,561,932	+0.2%
Expenses	$1,555,594	$1,130,736	+0.4%
Net Income	$350,180	$431,196	-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

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

$95,625

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLARISSA FRENCH	CHAIR	1.00	Officer Director	$0	$0	$0
HELENA VAN VOORST	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JESSE BRIDGES	TREASURER	1.00	Officer Director	$0	$0	$0
RUBEN GARZA	SECRETARY	1.00	Officer Director	$0	$0	$0
TAWNYA KRISTEN	DIRECTOR	1.00	Director	$0	$0	$0
TINA VAN GUILDER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH GILMAN	EXECUTIVE DIRECTOR	40.00	Officer	$69,078	$26,547	$95,625

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	$1,905,774	$1,555,594	$911,389	$350,180
2024	$1,561,932	$1,130,736	$662,708	$431,196
2023	$1,205,928	$1,130,880	$254,072	$75,048
2022	$1,104,765	$1,221,703	$260,623	$-116,938
2020	$916,882	$901,764	$137,916	$15,118
2019	$863,283	$934,203	$78,777	$-70,920
2018	$931,945	$957,545	$73,682	$-25,600

UNITED WAYS OF VERMONT INC