UNITED WAY OF TRUMBULL COUNTY (EIN 341083629) - 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

1923

Legal Domicile

Principal Officer

CHRISTINE COPE

Phone

3303691000

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF TRUMBULL COUNTY, founded in 1923, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $493K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $1.1M represent 27 months of operating reserves.

Mission

HUMAN SERVICE PLANNING, FUNDRAISING, AND DISBURSEMENTS TO PROVIDER ORGANIZATIONS.

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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 $397,210

Program Service Revenue $0

Investment Income $60,428

Other Revenue $34,934

TOTAL REVENUE $492,572

Expense Breakdown

Grants Paid $144,314

Salaries & Benefits $160,066

Fundraising Expenses $59,066

Program Expenses $415,524

Other Expenses $203,358

TOTAL EXPENSES $507,738

Year-over-Year Comparison

	2024	2023	Change
Revenue	$492,572	$583,410	-0.2%
Expenses	$507,738	$520,487	0.0%
Net Income	$-15,166	$62,923	-1.2%

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

$73,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE COPE	PRESIDENT &	50.00	Officer	$54,808	$0	$54,808
SALLIE A DAUGHERTY	DIRECTOR OF	40.00	Officer	$18,508	$0	$18,508
WILLIAM AYRES	DIRECTOR	2.00	Director	$0	$0	$0
ANDY BEDNAR	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN BOETTCHER	DIRECTOR	2.00	Director	$0	$0	$0
STEVE CHIARO	DIRECTOR	2.00	Director	$0	$0	$0
EDDIE COLBERT	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH GRINSTEIN ESQ	DIRECTOR	2.00	Director	$0	$0	$0
LINSEY GRAY	DIRECTOR	2.00	Director	$0	$0	$0
KEN HAIDARIS	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH JOHNSON	TREASURER	2.00	Officer Director	$0	$0	$0
PASTOR TODD JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY JORGENSEN	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREEM MAINE	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA MAKI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MATT MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MARTYNYSZYN	DIRECTOR	2.00	Director	$0	$0	$0
VAN NELSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARK PHILLILPS	DIRECTOR	2.00	Director	$0	$0	$0
JOHNATHAN RITTER	DIRECTOR	2.00	Director	$0	$0	$0
CINDY RUSSO	DIRECTOR	2.00	Director	$0	$0	$0
DIANE SAUER	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SERGI	DIRECTOR	2.00	Director	$0	$0	$0
TODD WEDDELL	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN WOODS	DIRECTOR	2.00	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	$492,572	$507,738	$1,313,633	$-15,166
2023	$583,410	$520,487	$1,538,441	$62,923
2022	$431,603	$502,581	$1,099,585	$-70,978
2021	$618,410	$559,092	$1,107,191	$59,318
2020	$615,650	$643,637	$1,250,891	$-27,987
2019	$681,455	$608,983	$1,182,559	$72,472
2018	$597,530	$639,041	$1,034,390	$-41,511

UNITED WAY OF TRUMBULL COUNTY