UNITED WAY NEXT (EIN 542026707) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

DJ HAMPTON TREASURER

Phone

5713606271

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY RETIREES ASSOCIATION, founded in 1990, is a small nonprofit in the Human Services sector that reported $215K in total revenue in fiscal year 2019. Expenses of $188K left a modest 12% surplus.

Mission

TO HARNESS THE PASSION AND EXPERIENCE OF FORMER AND CURRENT UNITED WAY LEADERS BY HELPING THEM STAY CONNECTED AND BY USING THEIR SKILLS AND TALENTS TO ASSIST UNITED WAYS IN SERVING THEIR COMMUNITIES.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $191,448

Program Service Revenue $8,305

Investment Income $3,927

Other Revenue $22,628

TOTAL REVENUE $226,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,596

Fundraising Expenses $17,608

Program Expenses $152,676

Other Expenses $46,912

TOTAL EXPENSES $205,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,308	$185,689	+0.2%
Expenses	$205,508	$177,701	+0.2%
Net Income	$20,800	$7,988	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

292

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

$119,270

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED RIVERA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA EDMOND	PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
PAUL DEBASSIO	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
DJ HAMPTON	TREASURER	1.00	Officer Director	$0	$0	$0
DIANE LEBSON	SECRETARY	1.00	Officer Director	$0	$0	$0
KEITH BARSHUN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB REIFSNYDER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL BURGER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN FOX	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY E TYLER	BOARD MEMBER	1.00	Director	$0	$0	$0
PETE MANZO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID NICOLE	BOARD MEMBER	1.00	Director	$0	$0	$0
RODNEY PRUNTY	BOARD MEMBER	1.00	Director	$0	$0	$0
DICK AFT	EMERITUS BOARD MEMBER	1.00	Director	$0	$0	$0
JIM YU	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY WILCOX	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRI STRAUSS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY NOLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLE PETERS	PRESIDENT AND CEO	30.00	Key Emp	$107,397	$11,873	$119,270

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	No data	No data	No data	No data
2024	$226,308	$205,508	$397,156	$20,800
2023	$185,689	$177,701	$357,049	$7,988
2022	$175,049	$214,352	$333,699	$-39,303
2021	$206,038	$174,363	$432,222	$31,675
2019	$214,595	$187,924	$290,621	$26,671

UNITED WAY NEXT