SAN JUAN UNITED WAY (EIN 850165322) - 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

1960

Legal Domicile

Principal Officer

Cathryn Abeyta

Tax Period

2024-04-01 to 2025-03-31

SAN JUAN UNITED WAY, founded in 1960, is a small nonprofit in the Community Improvement sector that reported $490K in total revenue in fiscal year 2024. The organization ran a surplus of $100K, a strong 20% operating margin.

Mission

To improve living conditions for the people in San Juan County by developing fundraising activities that will best impact the community needs by providing funding for their activities.

🔒

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 $435,700

Program Service Revenue $0

Investment Income $42,072

Other Revenue $11,794

TOTAL REVENUE $489,566

Expense Breakdown

Grants Paid $124,305

Salaries & Benefits $200,354

Fundraising Expenses $74,437

Program Expenses $205,525

Other Expenses $64,769

TOTAL EXPENSES $389,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$489,566	$458,229	+0.1%
Expenses	$389,428	$1,012,815	-0.6%
Net Income	$100,138	$-554,586	-1.2%

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

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

$87,844

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cathryn Abeyta	Executive Director	40	Key Emp Highest	$87,844	$0	$87,844
Jennifer Breakell	Director	1	Director	$0	$0	$0
Joe Crim	Director	1	Director	$0	$0	$0
Kay Mark-Nave	Director	1	Director	$0	$0	$0
Vince Moffitt	Director	1	Director	$0	$0	$0
Allen Elmore	Director	1	Director	$0	$0	$0
Cyd Greenleaf	President	2	Officer	$0	$0	$0
Darrell Elliott	Secretary	2	Officer	$0	$0	$0
Scott Michlin	Vice President	2	Officer	$0	$0	$0
Jennifer Saville	Treasurer	2	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	$489,566	$389,428	$1,310,863	$100,138
2024	$458,229	$1,012,815	$1,084,628	$-554,586
2019	$680,204	$886,626	$2,301,135	$-206,422
2018	$1,414,631	$1,724,160	$2,523,729	$-309,529

SAN JUAN UNITED WAY