UNITED WAY OF COLLIER AND THE KEYS INC (EIN 591026096) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

1957

Legal Domicile

Principal Officer

PETER BERRY

Phone

2392617112

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF COLLIER AND THE KEYS INC, founded in 1957, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

UNITED WAY OF COLLIER AND THE KEYS (UWCK) INVESTS IN LOCAL NONPROFIT PARTNERS AND INTERNAL PROGRAMS THAT STRENGTHEN FINANCIAL STABILITY, BUILD HEALTHY COMMUNITIES, EXPAND YOUTH OPPORTUNITIES, AND FOSTER COMMUNITY RESILIENCE. AS A TRUSTED PARTNER TO BUSINESSES, DONORS, NONPROFITS, AND GOVERNMENT AGENCIES, WE LEVERAGE INNOVATION AND COLLABORATION TO EXPAND ACCESS TO VITAL SERVICES AND DELIVER ENHANCED SUPPORT IN TIMES OF CRISIS. THE VISION OF UNITED WAY OF COLLIER AND THE KEYS (UWCK) IS THAT ALL INDIVIDUALS AND FAMILIES LIVING AND WORKING IN COLLIER COUNTY AND THE FLORIDA KEYS HAVE ACCESS TO THE RESOURCES AND OPPORTUNITIES THEY NEED TO SUCCEED AND THRIVE. UWCK'S MISSION IS TO RESPOND TO COMMUNITY ISSUES BY UNITING PEOPLE AND RESOURCES TO CREATE LASTING CHANGE FOR A BRIGHTER FUTURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,051,997

Program Service Revenue $0

Investment Income $197,105

Other Revenue $0

TOTAL REVENUE $4,249,102

Expense Breakdown

Grants Paid $899,265

Salaries & Benefits $1,101,126

Fundraising Expenses $399,134

Program Expenses $3,712,053

Other Expenses $2,396,177

TOTAL EXPENSES $4,396,568

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,249,102	$3,069,497	+0.4%
Expenses	$4,396,568	$3,706,197	+0.2%
Net Income	$-147,466	$-636,700	-0.8%

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

102

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

$179,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIFFANI MENSCH	PRESIDENT CE	40.00	Officer	$179,436	$0	$179,436
DARREN BURKETT	DIRECTOR	2.00	Director	$0	$0	$0
DWIGHT HILL	DIRECTOR	2.00	Director	$0	$0	$0
BRANDY HORTON	DIRECTOR	2.00	Director	$0	$0	$0
KITTY KEANE	DIRECTOR	2.00	Director	$0	$0	$0
TODD LYON	CHAIR ELECT	2.00	Director	$0	$0	$0
JOE PAUL	DIRECTOR	2.00	Director	$0	$0	$0
JANET POGAR	DIRECTOR	2.00	Director	$0	$0	$0
ALEX SIEDOW	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SLAVIK	DIRECTOR	2.00	Director	$0	$0	$0
SAM STEELE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD TAMBORRINO	DIRECTOR	2.00	Director	$0	$0	$0
KAREN WOODBRIDGE	DIRECTOR	2.00	Director	$0	$0	$0
PETER BERRY	CHAIR	2.00	Officer	$0	$0	$0
KATHERINE CONNELLY	PAST CHAIR	2.00	Officer	$0	$0	$0
NANCY LIMB	TREASURER	2.00	Officer	$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	$4,249,102	$4,396,568	$7,157,961	$-147,466
2024	$3,069,497	$3,706,197	$7,013,703	$-636,700
2023	$4,900,879	$3,422,234	$7,587,009	$1,478,645
2022	$3,289,127	$4,288,777	$8,185,176	$-999,650
2021	$3,811,215	$3,945,640	$10,636,238	$-134,425
2020	$3,155,621	$3,112,523	$9,701,947	$43,098
2019	$2,566,375	$2,871,089	$7,747,559	$-304,714

UNITED WAY OF COLLIER AND THE KEYS INC