United Way of Palm Beach County Inc (EIN 590683258) - 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

1962

Legal Domicile

Principal Officer

Dr Laura George

Phone

5613756600

Tax Period

2024-10-01 to 2025-09-30

United Way of Palm Beach County Inc, founded in 1962, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.8M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

To improve measurably the lives of individuals and families in Palm Beach County.

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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 $13,127,584

Program Service Revenue $143,684

Investment Income $537,962

Other Revenue $20,155

TOTAL REVENUE $13,829,385

Expense Breakdown

Grants Paid $7,591,078

Salaries & Benefits $4,904,421

Fundraising Expenses $1,395,229

Program Expenses $12,009,730

Other Expenses $1,883,917

TOTAL EXPENSES $14,379,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,829,385	$15,114,478	-0.1%
Expenses	$14,379,416	$16,706,047	-0.1%
Net Income	$-550,031	$-1,591,569	-0.7%

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

11090

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

$591,886

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura George	President & CEO	40.00	Officer	$342,003	$60,816	$402,819
Tula Hudson-Miller	SVP of Finance	40.00	Officer	$164,613	$24,454	$189,067
Seth B Bernstein	Exec VP of Community Inves	40.00	Highest	$213,051	$51,293	$264,344
Brian Edwards	SVP of Development	40.00	Highest	$172,347	$12,724	$185,071
Paul Tripaldi	SVP of Philanthropy	40.00	Highest	$140,209	$8,366	$148,575
Donna J Pulda	VP of Special Initiatives	40.00	Highest	$112,592	$20,914	$133,506
Donna Quinlan	VP of Community Impact	40.00	Highest	$111,022	$20,432	$131,454
Rikki Bagatell	Legal Counsel	2.00	Officer Director	$0	$0	$0
Christopher Chase	Secretary, Campaign Cabinet	2.00	Officer Director	$0	$0	$0
Frank Compiani	Immediate Past Chair, Audit Comm	2.00	Officer Director	$0	$0	$0
Tony Hunter	Vice Chair, Strategic Plan, Chair	2.00	Officer Director	$0	$0	$0
Craig Jenkins	Chair of Board of Director	2.00	Officer Director	$0	$0	$0
Allison Taylor	Treasurer & Finance Committee	2.00	Officer Director	$0	$0	$0
Jamie Beale Howe	Women United, Chair & Ex-O	2.00	Director	$0	$0	$0
Jennifer Bellis	Community Impact Committee	2.00	Director	$0	$0	$0
Jennifer Brancaccio	Community Impact Committee, Chair	2.00	Director	$0	$0	$0
Adam I Bregman	Board Member	2.00	Director	$0	$0	$0
Howard Bregman	Emeritus Director	2.00	Director	$0	$0	$0
Donald Byrd	Board Member	2.00	Director	$0	$0	$0
Patric Edmondson	Innovation & Technology Subcommittee	2.00	Director	$0	$0	$0
George Elmore	Emeritus Director	2.00	Director	$0	$0	$0
John Fischetti	Board Member	2.00	Director	$0	$0	$0
John Flanigan	Emeritus Director	2.00	Director	$0	$0	$0
Jessica Geoffroy	Board Member	2.00	Director	$0	$0	$0
Melanie Giorno Tressel	Board Member	2.00	Director	$0	$0	$0
Donna Glenn	At large Member & Tocqueville	2.00	Director	$0	$0	$0
Michelle Gonzalez	Ex-Officio, Agency Exec Director Rep	2.00	Director	$0	$0	$0
Christian Londono	Emerging Leaders, Chair Ex-Officio	2.00	Director	$0	$0	$0
Talla McGahee	Board Member	2.00	Director	$0	$0	$0
Arthur Menor	Emeritus Director	2.00	Director	$0	$0	$0
Henry Moreno	Mission United Advisory Council	2.00	Director	$0	$0	$0
Keith Richard Oswald	Board Member	2.00	Director	$0	$0	$0
Juan Pagan	Board Member	2.00	Director	$0	$0	$0
Ana Perera	At large Member	2.00	Director	$0	$0	$0
Karina Swette Morgan	Board Member	2.00	Director	$0	$0	$0
Robert vanGiessen	Board Member	2.00	Director	$0	$0	$0
Caroline Villanueva	Board Member	2.00	Director	$0	$0	$0
Lisa Williams-Taylor	Hunger Relief Advisory Council	2.00	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	$13,829,385	$14,379,416	$23,742,095	$-550,031
2024	$15,114,478	$16,706,047	$22,474,089	$-1,591,569
2023	$17,230,181	$18,984,186	$24,042,202	$-1,754,005
2022	$14,282,959	$15,645,690	$24,619,192	$-1,362,731
2021	$29,435,082	$20,204,597	$28,516,299	$9,230,485
2020	$17,304,061	$17,307,369	$17,324,277	$-3,308
2019	$16,446,497	$13,880,684	$18,008,087	$2,565,813
2018	$16,863,926	$17,169,430	$17,412,769	$-305,504

United Way of Palm Beach County Inc