Town of Palm Beach United Way Inc (EIN 590637885) - 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

1945

Legal Domicile

Principal Officer

Elizabeth Walton

Phone

5616551919

Tax Period

2023-07-01 to 2024-06-30

Town of Palm Beach United Way Inc, founded in 1945, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.7M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $5.9M left a modest 13% surplus.

Mission

The Town of Palm Beach United Way, Inc. is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,564,051

Program Service Revenue $0

Investment Income $175,368

Other Revenue $0

TOTAL REVENUE $6,739,419

Expense Breakdown

Grants Paid $4,684,788

Salaries & Benefits $544,112

Fundraising Expenses $397,532

Program Expenses $5,329,638

Other Expenses $644,817

TOTAL EXPENSES $5,873,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,739,419	$7,675,134	-0.1%
Expenses	$5,873,717	$6,922,625	-0.2%
Net Income	$865,702	$752,509	+0.2%

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

476

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
Mary Freitas	Trustee	1.00	Director	$0	$0	$0
Mark Cook	Vice Chairman	1.00	Officer Director	$0	$0	$0
Christine Curtis	Vice Chairwoman	1.00	Officer Director	$0	$0	$0
Trip Moore	Vice Chairman	1.00	Officer Director	$0	$0	$0
Danielle Moore	Vice Chairwoman	1.00	Officer Director	$0	$0	$0
Jeffrey Marcus	Vice Chairman	1.00	Officer Director	$0	$0	$0
William Tiefel	Chairman	1.00	Officer Director	$0	$0	$0
Debra Vasilopoulos	Secretary	1.00	Officer Director	$0	$0	$0
Missy Agnello	Treasurer	1.00	Officer Director	$0	$0	$0
Jorge Cabrera	Asst. Treasurer	1.00	Officer Director	$0	$0	$0
Suzanne Ainslie	Trustee	1.00	Director	$0	$0	$0
Skip Aldridge	Trustee	1.00	Director	$0	$0	$0
Sean Baker	Trustee	1.00	Director	$0	$0	$0
Howard Bernick	Trustee	1.00	Director	$0	$0	$0
Ann-Britt Angle	Trustee	1.00	Director	$0	$0	$0
Cynthia Boardman	Trustee	1.00	Director	$0	$0	$0
Nancy Brinker	Trustee	1.00	Director	$0	$0	$0
Sandra Bornstein	Trustee	1.00	Director	$0	$0	$0
James Borynack	Trustee	1.00	Director	$0	$0	$0
David Duffy	Trustee	1.00	Director	$0	$0	$0
Ginny Edlavitch	Trustee	1.00	Director	$0	$0	$0
Nancy Lane	Trustee	1.00	Director	$0	$0	$0
Atesh Chandra	Trustee	1.00	Director	$0	$0	$0
Carla Cove	Trustee	1.00	Director	$0	$0	$0
Stephen Fiverson	Trustee	1.00	Director	$0	$0	$0
David Frisbie	Trustee	1.00	Director	$0	$0	$0
Kimberly Goodwin	Trustee	1.00	Director	$0	$0	$0
Arthur Indursky	Trustee	1.00	Director	$0	$0	$0
Kristen Lambert	Trustee	1.00	Director	$0	$0	$0
Diane McNeal	Trustee	1.00	Director	$0	$0	$0
George Garfunkel	Trustee	1.00	Director	$0	$0	$0
Susan Wright	Trustee	1.00	Director	$0	$0	$0
Lee Gordon	Trustee	1.00	Director	$0	$0	$0
Stephen Hall	Trustee	1.00	Director	$0	$0	$0
Ann Heathwood	Trustee	1.00	Director	$0	$0	$0
Vicky Hunt	Trustee	1.00	Director	$0	$0	$0
Brian Hurley	Trustee	1.00	Director	$0	$0	$0
Evie McNiff	Trustee	1.00	Officer Director	$0	$0	$0
David Mack	Trustee	1.00	Director	$0	$0	$0
Cara Coniglio McClure	Trustee	1.00	Director	$0	$0	$0
Pamela McIver	Trustee	1.00	Director	$0	$0	$0
Hess Musallet	Trustee	1.00	Director	$0	$0	$0
Heidi Niblack	Trustee	1.00	Director	$0	$0	$0
Rita Nowak	Trustee	1.00	Director	$0	$0	$0
Daniel Ponton	Trustee	1.00	Director	$0	$0	$0
Stephanie Ribakoff	Trustee	1.00	Director	$0	$0	$0
Lyn Ross	Trustee	1.00	Director	$0	$0	$0
Richard Rothschild	Trustee	1.00	Director	$0	$0	$0
Laurie Silvers	Trustee	1.00	Director	$0	$0	$0
Jessica Surovek	Trustee	1.00	Director	$0	$0	$0
Ross Meltzer	Trustee	1.00	Director	$0	$0	$0
Betsy Turner	Trustee	1.00	Director	$0	$0	$0
Kathryn Vecellio	Trustee	1.00	Director	$0	$0	$0
Simone Vickar	Trustee	1.00	Director	$0	$0	$0
Lisa Wilkinson	Trustee	1.00	Director	$0	$0	$0
Katherine Parr	Trustee	1.00	Director	$0	$0	$0
Wendy Cox	Trustee	1.00	Director	$0	$0	$0
Gail Engelberg	Trustee	1.00	Director	$0	$0	$0
Kristin Kelly Fisher	Trustee	1.00	Director	$0	$0	$0
Ellen Jaffe	Trustee	1.00	Director	$0	$0	$0
Jason Kalisman	Trustee	1.00	Director	$0	$0	$0
Paulette Koch	Trustee	1.00	Director	$0	$0	$0
Roberta Kozloff	Trustee	1.00	Director	$0	$0	$0
William Mack	Trustee	1.00	Director	$0	$0	$0
William Meyer	Trustee	1.00	Director	$0	$0	$0
Michael Pucillo	Trustee	1.00	Director	$0	$0	$0
Farley Rentschler	Trustee	1.00	Director	$0	$0	$0
Laing Rogers	Trustee	1.00	Director	$0	$0	$0
John Scarpa	Trustee	1.00	Director	$0	$0	$0
Robbi Toll	Trustee	1.00	Director	$0	$0	$0
Beth Wilf	Trustee	1.00	Director	$0	$0	$0
Mark Zeidman	Trustee	1.00	Director	$0	$0	$0
Josephine Kalisman	Trustee	1.00	Director	$0	$0	$0
Louise Snyder	Trustee	1.00	Director	$0	$0	$0
Felicia Taylor	Trustee	1.00	Director	$0	$0	$0
Barbara Rothschild	Trustee	1.00	Director	$0	$0	$0
Wally Turner	Trustee	1.00	Director	$0	$0	$0
Paul Kozloff	Trustee	1.00	Director	$0	$0	$0
Elizabeth Walton	President and CEO	50.00	Highest	$173,050	$46,741	$219,791

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	$6,739,419	$5,873,717	$20,936,783	$865,702
2023	$7,675,134	$6,922,625	$18,517,140	$752,509
2022	$8,087,830	$7,145,538	$16,686,552	$942,292
2021	$5,699,794	$5,599,556	$17,611,590	$100,238

Town of Palm Beach United Way Inc