UNITED WAY OF SOUTHERN MARYLAND

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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

1980

Legal Domicile

Principal Officer

YONELLE MOORE LEE

Phone

3016094844

Tax Period

2025-07-01 to 2026-01-31

UNITED WAY OF SOUTHERN MARYLAND, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $105K in total revenue in fiscal year 2025. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $340K exceeded revenue, resulting in a 225% operating deficit.

Mission

SERVES AS AGENCY FOR FUNDRAISING WITHIN SOUTHERN MARYLAND, AND PROVIDES THE ALLOCATIONS OF COLLECTED FUNDS TO PARTICIPATING SEC 501C3 ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $290,320

SERVES AS AGENCY FOR FUNDRAISING WITHIN CALVERT COUNTY, MD. AND PROVIDES THE ALLOCATION AND REDISTRIBUTION OF COLLECTED FUNDS TO PARTICIPATING SEC 501C 3 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 (2025)

Revenue Breakdown

Contributions & Grants $92,782

Program Service Revenue $0

Investment Income $2,567

Other Revenue $9,167

TOTAL REVENUE $104,516

Expense Breakdown

Grants Paid $227,178

Salaries & Benefits $31,658

Fundraising Expenses $22,588

Program Expenses $290,320

Other Expenses $81,281

TOTAL EXPENSES $340,117

Year-over-Year Comparison

	2025	2024	Change
Revenue	$104,516	$222,737	-0.5%
Expenses	$340,117	$231,923	+0.5%
Net Income	$-235,601	$-9,186	+24.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YONELLE MOORE LEE	CHAIR	002.00	Officer Director	$0	$0	$0
DAVID BAKER	VICE CHAIR	002.00	Officer Director	$0	$0	$0
ANGELA VERRAS	TREASURER	002.00	Officer Director	$0	$0	$0
SUSIE FOWLER	SECRETARY	002.00	Officer Director	$0	$0	$0
DINA BARCLAY	BOARD MEMBER	002.00	Director	$0	$0	$0
JOY HILL-WHITAKER	BOARD MEMBER	002.00	Director	$0	$0	$0
RUSSELL YATES	PAST CHAIR	002.00	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
2026	$104,516	$340,117	No data	$-235,601
2025	$222,737	$231,923	$366,292	$-9,186
2024	$402,859	$406,929	$375,550	$-4,070
2023	$429,483	$419,722	$397,684	$9,761
2022	$815,720	$709,605	$350,477	$106,115
2021	$262,402	$274,785	$331,331	$-12,383
2021	$262,402	$279,762	$326,354	$-17,360
2020	$276,487	$394,834	$325,845	$-118,347
2020	$311,026	$397,597	$357,621	$-86,571
2019	$465,097	$631,823	$374,776	$-166,726
2018	$548,681	$569,594	$549,442	$-20,913