UNITED WAY OF THE BLUE MOUNTAINS (EIN 910730322) - 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

1959

Legal Domicile

Principal Officer

CHRISTINA LIEUALLEN

Phone

5095291183

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE BLUE MOUNTAINS, founded in 1959, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $362K, a strong 21% operating margin.

Mission

TO IMPROVE THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN THE BLUE MOUNTAIN REGION.

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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 $1,550,322

Program Service Revenue $0

Investment Income $23,033

Other Revenue $127,118

TOTAL REVENUE $1,700,473

Expense Breakdown

Grants Paid $615,025

Salaries & Benefits $616,825

Fundraising Expenses $72,222

Program Expenses $1,193,802

Other Expenses $106,396

TOTAL EXPENSES $1,338,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,700,473	$1,021,700	+0.7%
Expenses	$1,338,246	$1,041,243	+0.3%
Net Income	$362,227	$-19,543	-19.5%

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

1576

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

$115,504

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENATA WART	PRESIDENT	2.00	Officer Director	$0	$0	$0
AMANDA ANDERSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN KEYES	TREASURER	3.00	Officer Director	$0	$0	$0
ROMAN OLIVERA	DIRECTOR	1.00	Director	$0	$0	$0
IAN WINTERBOURNE	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN QUINN	DIRECTOR	1.00	Director	$0	$0	$0
HILLARY BOUNDS	DIRECTOR	1.00	Director	$0	$0	$0
MARANDA SOLIZ	DIRECTOR	0.70	Director	$0	$0	$0
CHRISTINA LIEUALLEN	EXECUTIVE DIRECTOR	40.00	Officer	$115,504	$0	$115,504

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	$1,700,473	$1,338,246	$1,679,817	$362,227
2024	$1,021,700	$1,041,243	$1,368,319	$-19,543
2023	$1,375,807	$877,329	$1,495,666	$498,478
2022	$688,026	$742,943	$758,665	$-54,917
2021	$1,460,783	$1,302,823	$811,170	$157,960
2020	$594,944	$515,962	$697,881	$78,982

UNITED WAY OF THE BLUE MOUNTAINS