UNITED WAY OF SUMMIT AND MEDINA (EIN 341169257) - 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

1951

Legal Domicile

Principal Officer

ANNIE MCFADDEN

Phone

3307627601

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF SUMMIT AND MEDINA, founded in 1951, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.0M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $14.8M exceeded revenue, resulting in a 24% operating deficit.

Mission

WE IMPROVE LIVES BY MOBILIZING COMMUNITY RESOURCES TO ADVANCE THE COMMON GOOD.

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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 $11,169,587

Program Service Revenue $550,156

Investment Income $200,305

Other Revenue $85,788

TOTAL REVENUE $12,005,836

Expense Breakdown

Grants Paid $1,107,500

Salaries & Benefits $8,343,712

Fundraising Expenses $943,956

Program Expenses $10,583,642

Other Expenses $5,387,354

TOTAL EXPENSES $14,838,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,005,836	$13,503,954	-0.1%
Expenses	$14,838,566	$15,239,287	0.0%
Net Income	$-2,832,730	$-1,735,333	+0.6%

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

116

Volunteers

446

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

$1,451,635

Total Directors

$359,685

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY A WRIGHT	BOARD CHAIR	6.00	Officer Director	$0	$0	$0
JAMES BUTLER	BOARD VICE CHAIR	4.00	Officer Director	$0	$0	$0
KENDRA C PHILON	TREASURER	2.00	Officer Director	$0	$0	$0
ALISON BREAUX	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELE CERMINARO	IMMEDIATE PAST CHAIR	4.00	Officer Director	$0	$0	$0
JAMES MULLEN	PRESIDENT & CEO THRU 2/25	45.00	Officer Director	$313,775	$45,910	$359,685
PAUL N CATANIA	TRUSTEE	1.00	Director	$0	$0	$0
IRIEL HOPKINS MSW LSW	TRUSTEE	1.00	Director	$0	$0	$0
JESSE W HURST	TRUSTEE	1.00	Director	$0	$0	$0
RONALD PAYDO	TRUSTEE	1.00	Director	$0	$0	$0
AARON SWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
TRACY DOWE	TRUSTEE	1.00	Director	$0	$0	$0
JASON DODSON	TRUSTEE	1.00	Director	$0	$0	$0
BRYNN ALLIO POPA	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM LOWERY II	TRUSTEE	1.00	Director	$0	$0	$0
JANI GROZA	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH Z BARTZ	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WILT	TRUSTEE	1.00	Director	$0	$0	$0
ANGIE WELLS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK O'NEILL	TRUSTEE	1.00	Director	$0	$0	$0
MARK C JUVE	TRUSTEE	1.00	Director	$0	$0	$0
MARC DIVIS	TRUSTEE	1.00	Director	$0	$0	$0
LAURA DUDA	TRUSTEE	1.00	Director	$0	$0	$0
GIA BELL	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS BUZZELLI	TRUSTEE	1.00	Director	$0	$0	$0
MORIAH CHEATHAM WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE DIMENGO	TRUSTEE	1.00	Director	$0	$0	$0
DR HANS R DORFI	TRUSTEE	1.00	Director	$0	$0	$0
TAMARA FYNAN	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS GESSNER	TRUSTEE	1.00	Director	$0	$0	$0
STUART GLAUBERMAN	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL K GLESSNER	TRUSTEE	1.00	Director	$0	$0	$0
FRANK R GRAZIANO	TRUSTEE	1.00	Director	$0	$0	$0
DAVE GRIFFING	TRUSTEE	1.00	Director	$0	$0	$0
BISHOP SAMUEL HAMPTON II	TRUSTEE	1.00	Director	$0	$0	$0
BRIGHID HILLMUTH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HOOKER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID W JAMES ED D	TRUSTEE	1.00	Director	$0	$0	$0
SPENCER KOWAL	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS KRAFT	TRUSTEE	1.00	Director	$0	$0	$0
KYLE KUTUCHIEF	TRUSTEE	1.00	Director	$0	$0	$0
W GLENN LEPPO	TRUSTEE	1.00	Director	$0	$0	$0
ANDY LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
MAYOR SHAMMAS MALIK	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD MELNICK	TRUSTEE	1.00	Director	$0	$0	$0
JAMES E MERKLIN	TRUSTEE	1.00	Director	$0	$0	$0
DR GARY MILLER	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN MUTERSBAUGH	TRUSTEE	1.00	Director	$0	$0	$0
BRANDYN NEAL	TRUSTEE	1.00	Director	$0	$0	$0
LUCIA PILEGGI	TRUSTEE	1.00	Director	$0	$0	$0
ALICIA ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
JIM RUHLIN	TRUSTEE	1.00	Director	$0	$0	$0
EXECUTIVE ILENE SHAPIRO	TRUSTEE	1.00	Director	$0	$0	$0
KIRSTIN TOTH	TRUSTEE	1.00	Director	$0	$0	$0
BARB WHIDDON	TRUSTEE	1.00	Director	$0	$0	$0
LIZ BLYSTONE	TRUSTEE	1.00	Director	$0	$0	$0
MIKE PARNELL	TRUSTEE	1.00	Director	$0	$0	$0
JIM HILL	TRUSTEE	1.00	Director	$0	$0	$0
FEDEARIA NICHOLSON-SWEVAL	TRUSTEE	1.00	Director	$0	$0	$0
NYREE WILKERSON	TRUSTEE	1.00	Director	$0	$0	$0
ANNIE MCFADDEN	PRES & CEO BEG 2/25, CHIEF OF STAFF	45.00	Officer	$177,422	$39,441	$216,863
CATHRYN O'MALLEY	CHIEF OPERATING OFFICER	45.00	Officer	$166,484	$36,298	$202,782
BRADLEY VIRGIN	VP, CONTROLLER	40.00	Officer	$132,449	$36,140	$168,589
JENNIFER TOMPKINS	CHIEF FINANCIAL OFFICER	45.00	Officer	$153,539	$2,416	$155,955
ANDRE CAMPBELL	CHIEF DIVERSITY OFFICER	45.00	Officer	$146,625	$17,373	$163,998
MALORIE PHILLIPS	CHIEF DEVELOPMENT & MARKETING OFFICER	45.00	Officer	$154,846	$28,917	$183,763
JASON DAVIS	VP, IT & BUILDING OPS.	40.00	Highest	$110,559	$43,503	$154,062

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	$12,005,836	$14,838,566	$14,818,173	$-2,832,730
2024	$13,503,954	$15,239,287	$16,949,859	$-1,735,333
2023	$32,871,571	$32,884,811	$18,156,247	$-13,240
2022	$40,534,818	$41,057,320	$18,561,272	$-522,502
2021	$24,368,754	$23,275,792	$22,576,960	$1,092,962
2020	$14,449,570	$14,301,713	$17,203,984	$147,857
2019	$14,281,463	$13,881,222	$15,869,785	$400,241

UNITED WAY OF SUMMIT AND MEDINA