BATAVIA UNITED WAY (EIN 363208945) - 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

1961

Legal Domicile

Principal Officer

EMILY BUCHOLZ

Phone

6308772780

Tax Period

2024-10-01 to 2025-06-30

BATAVIA UNITED WAY, founded in 1961, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $221K in total revenue in fiscal year 2024. Expenses of $190K left a modest 14% surplus.

Mission

Batavia United Ways (BUW) mission is to improve the health, education, and financial stability of Batavia residents by soliciting and distributing donations to community health and social service organizations that support this community. Additionally, BUW administers programs and initiatives in line with these goals.

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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 $206,160

Program Service Revenue $0

Investment Income $2,855

Other Revenue $12,043

TOTAL REVENUE $221,058

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $46,735

Fundraising Expenses $0

Program Expenses $170,203

Other Expenses $48,093

TOTAL EXPENSES $189,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$221,058	$217,332	+0.0%
Expenses	$189,828	$240,455	-0.2%
Net Income	$31,230	$-23,123	-2.4%

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

100

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

$26,662

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY EVANGELISTA	EXECUTIVE DIR	25.00	Officer	$26,662	$0	$26,662
MOLLY CONKLIN	Secretary	2.00	Officer Director	$0	$0	$0
BRADLEY REEDY	Director	1.00	Director	$0	$0	$0
KARI EDWARDS	Director	1.00	Director	$0	$0	$0
JANEL O'CONNOR	Director	1.00	Director	$0	$0	$0
HEATHER ENGELHART	Director	1.00	Director	$0	$0	$0
NICK NAGELE	Director	1.00	Director	$0	$0	$0
MARCIE LUCAS	Director	1.00	Director	$0	$0	$0
CHRISTINA MAROTTA	Vice President	2.00	Officer Director	$0	$0	$0
ONIK BHATTACHARYYA	Director	1.00	Director	$0	$0	$0
KIM TREGER	Director	1.00	Director	$0	$0	$0
EMILY BUCHOLZ	Director	1.00	Director	$0	$0	$0
TOM FREEMAN	Director	1.00	Director	$0	$0	$0
PAM KENT	President	2.00	Officer Director	$0	$0	$0
HEATHER KWITSCHAU	Treasurer	10.00	Officer Director	$0	$0	$0
AMY NELSON	Director	1.00	Director	$0	$0	$0
ANDREW BRIONES	Director	1.00	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
2025	$221,058	$189,828	$222,490	$31,230
2024	$217,332	$240,455	$190,367	$-23,123
2023	$226,985	$222,098	$213,181	$4,887
2022	$227,782	$213,294	$207,823	$14,488
2021	$278,307	$325,948	$193,335	$-47,641
2020	$240,256	$291,527	$240,976	$-51,271
2019	$323,001	$280,413	$292,247	$42,588
2018	$271,948	$171,802	$249,659	$100,146

BATAVIA UNITED WAY