UNITED WAY MIAMI INC (EIN 590830840) - 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

1957

Legal Domicile

Principal Officer

CARLOS G MOLINA

Phone

3058603000

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY MIAMI INC, founded in 1957, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $71.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $65.3M left a modest 9% surplus.

Mission

THE MISSION OF UNITED WAY MIAMI IS BUILDING THE COMMUNITY BY HELPING PEOPLE CARE FOR ONE ANOTHER.

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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 $64,429,680

Program Service Revenue $993,343

Investment Income $6,269,720

Other Revenue $-17,208

TOTAL REVENUE $71,675,535

Expense Breakdown

Grants Paid $38,452,829

Salaries & Benefits $17,092,964

Fundraising Expenses $4,521,444

Program Expenses $55,804,061

Other Expenses $9,742,643

TOTAL EXPENSES $65,288,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,675,535	$58,698,073	+0.2%
Expenses	$65,288,436	$63,229,912	+0.0%
Net Income	$6,387,099	$-4,531,839	-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

320

Volunteers

500

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

$1,049,772

Total Directors

$549,339

Key Employees

$641,071

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYMERIA T HUDSON	PRESIDENT & CEO	40.00	Officer Director	$512,323	$37,016	$549,339
FRANCISCO GONZALEZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JAYNE ABESS	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER P ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW L ANSIN	DIRECTOR	1.00	Director	$0	$0	$0
FELIPE F BASULTO	DIRECTOR	1.00	Director	$0	$0	$0
PETER L BERMONT	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN J BRODIE ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN J DIEZ	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE L DOMINGUEZ JR	DIRECTOR	1.00	Director	$0	$0	$0
HEIDY M DUARTE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM M DUQUETTTE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER FERREIRA	DIRECTOR	1.00	Director	$0	$0	$0
CALIXTO J GARCIA-VELEZ	DIRECTOR	1.00	Director	$0	$0	$0
AMINDA MARQUES GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
XAVIER GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA A GRACEY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ADGER GRANT	DIRECTOR	1.00	Director	$0	$0	$0
KIM Y GRIFFIN-HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
MALOU C HARRISON PHD	DIRECTOR	1.00	Director	$0	$0	$0
NAFTALI HOLTZ	DIRECTOR	1.00	Director	$0	$0	$0
EL PAGNIER HUDSON	DIRECTOR	1.00	Director	$0	$0	$0
SETH R KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
MARCEL G LANIADO	DIRECTOR	1.00	Director	$0	$0	$0
JESS S LAWHORN JR	DIRECTOR	1.00	Director	$0	$0	$0
JUAN C LISCANO	DIRECTOR	1.00	Director	$0	$0	$0
JEFF LOZAMA	DIRECTOR	1.00	Director	$0	$0	$0
S MARSHALL MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
KARLA MARGARITA MATS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MCFARLIN	DIRECTOR	1.00	Director	$0	$0	$0
ALISON MINCEY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT RUSH NORTON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN POTTER NORTON ESQ	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA I OCASIO-CRUZ	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
ZAK ODHWANI	DIRECTOR	1.00	Director	$0	$0	$0
ELENA OTERO ESQ	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL W PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
ANTONIO PENA	DIRECTOR	1.00	Director	$0	$0	$0
FERNANDO PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
LARRY QUINLAN	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN M SABATER	DIRECTOR	1.00	Director	$0	$0	$0
PENELOPE S SHAFFER PHD	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD D SHANE	DIRECTOR	1.00	Director	$0	$0	$0
RASHAD D THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN ULVERT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL VALDES-FAULI	DIRECTOR	1.00	Director	$0	$0	$0
MAYI DE LA VEGA	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ZAMBRANA	DIRECTOR	1.00	Director	$0	$0	$0
OCTAVIO JOE ZUBIZARRETA	DIRECTOR	1.00	Director	$0	$0	$0
CARLOS MOLINA	CHIEF FINANCIAL & ADMIN. OFFICER	40.00	Officer	$252,420	$24,989	$277,409
NORIE DEL VALLE	CHIEF PROGRAM OFFICER	40.00	Officer	$203,437	$19,587	$223,024
CARLA CONDE	SVP, MKTG. COMM. & CHIEF OF STAFF	40.00	Key Emp	$183,029	$13,103	$196,132
PAOLA HERNANDEZ	SR VP PEOPLE ENGAGEMENT	40.00	Key Emp	$159,000	$16,648	$175,648
KARLA HERNANDEZ	SR VP DEVELOPMENT (THRU 11/24)	40.00	Key Emp	$251,291	$18,000	$269,291
IVETTE DIAZ	VP, DEVELOPMENT	40.00	Highest	$129,808	$14,760	$144,568
YVETTE ZARAGOZA	VP, FINANCE & CONTROLLER	40.00	Highest	$127,155	$14,615	$141,770
VANESSA BENAVIDES	VP, COMMUNITY IMPACT	40.00	Highest	$129,456	$18,865	$148,321
PAULA MOUJALLI	VP, CENTER FOR EXCELLENCE	40.00	Highest	$126,100	$19,939	$146,039
ELYSSA LINARES	VP, DEVELOPMENT	40.00	Highest	$121,731	$21,578	$143,309

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	$71,675,535	$65,288,436	$157,236,731	$6,387,099
2024	$58,698,073	$63,229,912	$152,034,705	$-4,531,839
2023	$68,257,850	$59,587,957	$150,533,408	$8,669,893
2022	$55,112,888	$53,825,564	$146,891,881	$1,287,324
2021	$117,716,868	$91,687,095	$147,985,978	$26,029,773
2020	$61,647,202	$59,396,412	$105,691,146	$2,250,790
2018	$62,470,869	$62,606,407	$102,228,598	$-135,538

UNITED WAY MIAMI INC