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Nonprofiteer
← UNITED WAY OF THE GREATER LEHIGH VALLEY

Form 990 for tax year 2024

Filed by UNITED WAY OF THE GREATER LEHIGH VALLEY.

Totals

Total revenue
$35,759,135
Total expenses
$30,054,634
Contributions and grants received
$34,550,792
Grants paid
$21,260,636
Program service revenue
$0
Investment income
$1,208,343
Other revenue
$0
Total assets, end of year
$23,388,165
Total liabilities, end of year
$6,361,217
Net assets or fund balances, end of year
$17,026,948
Program services expenses (Part IX)
$25,389,972
Management and general expenses
$2,588,640
Fundraising expenses
$2,076,022
Program service expenses (Part III)
$25,389,972

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $278,866

  • 1f · All other contributions, gifts and grants

    $34,271,926

  • 1g · Noncash contributions included above

    $1,512,798

  • 3 · Investment income

    total $292,633 · excluded $292,633

  • 7a · Gross sales of assets other than inventory

    securities $3,552,349

  • 7b · Less cost or other basis and sales expenses

    securities $2,636,639

  • 7c · Gain or loss

    securities $915,710

  • 7d · Net gain or loss

    total $915,710 · excluded $915,710

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $21,230,136 · program services $21,230,136

  • 3 · Grants to foreign organizations and individuals

    total $30,500 · program services $30,500

  • 5 · Compensation of officers, directors and key employees

    total $709,603 · program services $202,159 · management and general $245,050 · fundraising $262,394

  • 7 · Other salaries and wages

    total $4,415,661 · program services $2,107,862 · management and general $1,344,692 · fundraising $963,107

  • 8 · Pension plan contributions

    total $208,210 · program services $107,961 · management and general $56,665 · fundraising $43,584

  • 9 · Other employee benefits

    total $675,968 · program services $345,828 · management and general $176,156 · fundraising $153,984

  • 10 · Payroll taxes

    total $364,618 · program services $180,108 · management and general $97,947 · fundraising $86,563

  • 11c · Fees: accounting

    total $42,750 · management and general $42,750

  • 11f · Fees: investment management

    total $13,211 · program services $13,211

  • 11g · Fees: other

    total $541,659 · program services $345,755 · management and general $98,397 · fundraising $97,507

  • 13 · Office expenses

    total $47,913 · program services $20,671 · management and general $17,167 · fundraising $10,075

  • 16 · Occupancy

    total $392,851 · program services $172,468 · management and general $142,670 · fundraising $77,713

  • 17 · Travel

    total $30,792 · program services $13,046 · management and general $9,577 · fundraising $8,169

  • 19 · Conferences, conventions and meetings

    total $104,058 · program services $44,090 · management and general $32,366 · fundraising $27,602

  • 22 · Depreciation, depletion and amortization

    total $102,846 · program services $45,151 · management and general $37,350 · fundraising $20,345

  • 23 · Insurance

    total $26,615 · program services $4,581 · management and general $19,767 · fundraising $2,267

  • 24a · Other expenses: DIRECT PROGRAM COSTS

    total $493,824 · program services $207,411 · management and general $112,566 · fundraising $173,847

  • 24b · Other expenses: DUES AND FAIR SHARE SUP

    total $350,026 · program services $214,883 · management and general $33,547 · fundraising $101,596

  • 24c · Other expenses: EQUIPMENT COSTS

    total $213,366 · program services $93,820 · management and general $77,391 · fundraising $42,155

  • 24d · Other expenses: BANK CHARGES

    total $49,225 · program services $8,472 · management and general $36,559 · fundraising $4,194

  • 24e · All other expenses

    total $10,802 · program services $1,859 · management and general $8,023 · fundraising $920

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,879,817 · end of year $2,556,057

  • 3 · Pledges and grants receivable

    beginning of year $4,601,381 · end of year $5,350,368

  • 4 · Accounts receivable

    beginning of year $115,910 · end of year $214,677

  • 9 · Prepaid expenses and deferred charges

    beginning of year $129,413 · end of year $121,653

  • 10a · Land, buildings and equipment: cost or other basis

    $1,083,074

  • 10b · Land, buildings and equipment: accumulated depreciation

    $842,249

  • 10c · Land, buildings and equipment, net

    beginning of year $321,147 · end of year $240,825

  • 11 · Investments: publicly traded securities

    beginning of year $6,458,612 · end of year $9,300,921

  • 12 · Investments: other securities

    beginning of year $2,750,161 · end of year $2,774,994

  • 15 · Other assets

    beginning of year $3,143,816 · end of year $2,828,670

  • 17 · Accounts payable and accrued expenses

    beginning of year $338,420 · end of year $483,591

  • 25 · Other liabilities

    beginning of year $6,102,676 · end of year $5,877,626

  • 27 · Net assets without donor restrictions

    beginning of year -$4,005,549 · end of year -$4,162,114

  • 28 · Net assets with donor restrictions

    beginning of year $16,964,710 · end of year $21,189,062

Mission and programs · 2024

Mission

WE FIGHT FOR THE HEALTH, SAFETY AND EDUCATION OF EVERY PERSON IN THE GREATER LEHIGH VALLEY. WE ENVISION A COMMUNITY WHERE EVERY PERSON BELONGS AND EVERY PERSON THRIVES.

Activities or mission (Part I)

TO FIGHT FOR HEALTH, SAFETY AND EDUCATION OF EVERY PERSON IN THE GREATER LEHIGH VALLEY

  • COMMUNITY IMPACT INVESTMENTS: IN SUPPORT OF OUR 2030 GOAL OF INCREASING THE PERCENTAGE OF STUDENTS READY TO LEARN AND SUCCESSFUL IN SCHOOL, OUR EDUCATION INVESTMENTS TOTALED $6,653,977; PROVIDING APPROXIMATELY 61,076 CHILDREN AND FAMILIES WITH EARLY LITERACY SKILLS SUPPORT, HIGH-QUALITY EARLY LEARNING, PARENT AND CHILD DEVELOPMENT EDUCATION, SUMMER KINDERGARTEN READINESS AND SKILL-BUILDING COURSES FOR EARLY CHILDHOOD TEACHERS AS WELL AS PROVIDING ELEMENTARY- AND MIDDLE-SCHOOL STUDENTS WITH TARGETED ACADEMIC INTERVENTIONS, SUMMER LEARNING, MENTORING, POSITIVE YOUTH DEVELOPMENT, BEHAVIORAL HEALTH SERVICES AND FAMILY CASE MANAGEMENT. SEE ADDITIONAL INFO ON SCHEDULE O.IN SUPPORT OF OUR 2030 GOAL OF INCREASING THE PERCENTAGE OF OLDER ADULTS CONNECTED WITH RESOURCES THAT IMPROVE THEIR HEALTH AND QUALITY OF LIFE, OUR HEALTHY AGING INVESTMENTS TOTALED $594,313 PROVIDING 9,475 OLDER ADULTS AND CAREGIVERS WITH CONNECTIONS TO RESOURCES INCLUDING GROCERY-SHOPPING SERVICES, FALL-PREVENTION PROGRAMS, TRANSPORTATION SERVICES, CHRONIC DISEASE PROGRAMS AND IN-HOME SUPPORT SERVICES. IN SUPPORT OF OUR 2030 GOAL OF INCREASING COMMUNITY SAFETY AND STABILITY THROUGH FOOD, HOUSING AND MENTAL HEALTH, OUR COMMUNITY STABILITY INVESTMENTS TOTALED $2,719,417, AND CONNECTED MORE THAN 109,822 PEOPLE TO ESSENTIAL SERVICES THROUGH HOUSING SUPPORTS; THE PA211 HEALTH AND HUMAN SERVICES HELPLINE; FOOD ACCESS PROGRAMS SUCH AS PANTRIES, MEAL CENTERS AND SUMMER MEAL DISTRIBUTIONS; RESIDENTIAL LEADERSHIP PROGRAMS, AND CRISIS AND DISASTER RESPONSE.AGENCY DESIGNATIONS ACHIEVEMENTS: UNITED WAY OF THE GREATER LEHIGH VALLEY HONORS DONOR REQUESTS TO DESIGNATE THEIR CONTRIBUTIONS TO ANY 501(C)(3) AGENCY WITH HEALTH AND HUMAN SERVICE PROGRAMS. UNITED WAYS AROUND THE COUNTRY PERFORM THIS SERVICE FOR AGENCIES AS A COURTESY TO DONORS.LEHIGH VALLEY COMMUNITY SCHOOLS: UNITED WAY OF GREATER LEHIGH VALLEY INVESTS IN COMMUNITY SCHOOLS THAT IMPROVE ACADEMIC OUTCOMES BY REMOVING BARRIERS TO LEARNING. THIS APPROACH ENSURES ACCESS TO SAFE AND STABLE LEARNING ENVIRONMENTS WHERE EVERY CHILD CAN BELONG AND EVERY CHILD CAN THRIVE. THERE ARE CURRENTLY 34 LEHIGH VALLEY COMMUNITY SCHOOLS SERVING APPROXIMATELY 20,000 KIDS IN FIVE LEHIGH VALLEY SCHOOL DISTRICTS: ALLENTOWN SCHOOL DISTRICT, BANGOR AREA SCHOOL DISTRICT, BETHLEHEM AREA SCHOOL DISTRICT, EASTON AREA SCHOOL DISTRICT AND PANTHER VALLEY SCHOOL DISTRICT. UNITED WAY SERVES AS THE CONVENER AND THOUGHT LEADER IN MOBILIZING SCHOOL DISTRICT LEADERSHIP, PRINCIPALS AND STAFF WHO LEAD THE VISION AT EACH SITE, AND TEAM OF PARENTS, EDUCATORS, COMMUNITY AND BUSINESS PARTNERS. THEY INVEST IN STAFFING AND SUPPORTS THAT IMPROVE ACADEMIC PERFORMANCE IN READING AND MATH, INCREASE STUDENT ATTENDANCE AND ENGAGE MORE FAMILIES IN THEIR CHILDREN'S LEARNING. AGE-FRIENDLY LEHIGH VALLEY: RECOGNIZED BY THE WORLD HEALTH ORGANIZATION AND AARP NETWORK OF AGE-FRIENDLY COMMUNITIES, AGE-FRIENDLY LEHIGH VALLEY IS A COLLECTIVE IMPACT COALITION DEDICATED TO BUILDING A COMMUNITY WHERE EVERYONE WILL HAVE THE OPPORTUNITY TO AGE SUCCESSFULLY. LED BY UNITED WAY OF THE GREATER LEHIGH VALLEY AGE-FRIENDLY LV FOCUSES ON KEY AREAS INCLUDING HEALTH SERVICES, SOCIAL PARTICIPATION AND SOCIAL INCLUSION.OTHER PROGRAM SERVICES: OUR UNITED WAY RESPONDS QUICKLY EMERGING NEEDS, INCLUDING IMMEDIATE DISASTER RELIEF AND CRISIS SUPPORT. OVER $34,000 WAS RAISED TO SUPPORT 110 INDIVIDUALS DISPLACED BY MULTI-UNIT FIRES IN ALLENTOWN AND EASTON. 100% OF CONTRIBUTIONS DIRECTLY AIDED PEOPLE AFFECTED BY THE FIRES.TEENWORKS IS A UNIQUE COLLABORATION OF LOCAL TEENS, LABOR UNIONS AND MEMBERS AND UNITED WAY OF THE GREATER LEHIGH VALLEY. GUIDED BY A VOLUNTEER BOARD OF TEENS AND LABOR LEADERS, TEENWORKS HAS PROVIDED MORE THAN $500,000 IN GRANTS TO SUPPORT 500+ COMMUNITY SERVICE PROJECTS LED BY TEENS.RESILIENT LEHIGH VALLEY'S HANDLE WITH CARE INITIATIVE, A PROGRAM THAT ENABLES LAW ENFORCEMENT TO COMMUNICATE WITH SCHOOLS WHEN A CHILD HAS EXPERIENCED A TRAUMA, CONNECTED 796 YOUTH TO SCHOOL-BASED SUPPORT SERVICES.THROUGH A NEW HOUSING HERO INITIATIVE, UNITED WAY INVESTED $500,000 INTO EMERGENCY RENTAL ASSISTANCE AND SHELTER PROGRAMMING TO ADDRESS HOMELESSNESS RATES AND MEET THE GROWING NEED FOR SAFE, STABLE AND AFFORDABLE HOUSING. ALMOST 1,000 PEOPLE HAD ACCESS TO EMERGENCY SHELTER, AND ANOTHER 164 FAMILIES OR HOUSEHOLDS WERE ABLE TO AVOID EVICTION AND MAINTAIN STABLE HOUSING WITH FUNDING AVAILABLE THROUGH THE RENTAL ASSISTANCE PROGRAM.

    Expenses $25,389,972 · Grants $21,260,636

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOE SAVAGE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • DOROTA GASIENICA-KOZAK ESQ

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5
  • ANNE BAUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • CAROL BIRKS EDD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • SCOTT BLAIR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • MIKE BUTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • VICKI DOULE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • VERONICA GONZALEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • LAURIE GOSTLEY HACKETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • MATT GREEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • TRISHA HIGGINS CPA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JOANE HOCKENBURY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JAMES IRWIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • DWAYNE JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • ERICA MELENDEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • DONALD OUTING PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • TRACY PIAZZA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • THOMAS RIPSAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • PETE RUGGIERO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • TYRONE RUSSELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • MELANIE SANCHEZ-JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JACK SILVA EDD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • JILL WHEELER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • DAVID LEWIS

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $249,038
    From this org
    $220,499
    From related orgs
    $0
    Other
    $28,539
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $185,011
    Bonus
    $35,488
    Other
    $0
    Deferred
    $13,833
    Nontaxable benefits
    $14,706
    Filer's total
    $249,038
  • MARCI LESKO

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $275,750
    From this org
    $239,570
    From related orgs
    $0
    Other
    $36,180
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $223,267
    Bonus
    $16,303
    Other
    $0
    Deferred
    $11,722
    Nontaxable benefits
    $24,458
    Filer's total
    $275,750
  • KARA MOHSINGER

    CFO AND TREASURER

    Total calculated
    $184,815
    From this org
    $165,219
    From related orgs
    $0
    Other
    $19,596
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $152,000
    Bonus
    $13,219
    Other
    $0
    Deferred
    $3,640
    Nontaxable benefits
    $15,956
    Filer's total
    $184,815
  • PAUL HURD JR

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $223,565
    From this org
    $193,220
    From related orgs
    $0
    Other
    $30,345
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $166,215
    Bonus
    $27,005
    Other
    $0
    Deferred
    $11,505
    Nontaxable benefits
    $18,840
    Filer's total
    $223,565
  • JILL PEREIRA

    VP, STRATEGIC PARTNERSHIPS

    Total calculated
    $172,961
    From this org
    $139,341
    From related orgs
    $0
    Other
    $33,620
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $128,193
    Bonus
    $11,148
    Other
    $0
    Deferred
    $8,984
    Nontaxable benefits
    $24,636
    Filer's total
    $172,961
  • LAUREN SHANAHAN

    AVP, STRATEGIC INITIATIVES

    Total calculated
    $129,706
    From this org
    $111,698
    From related orgs
    $0
    Other
    $18,008
    Hours/week
    37.5
  • LAURA MCHUGH

    CHIEF ENGAGEMENT OFFICER

    Total calculated
    $166,897
    From this org
    $153,311
    From related orgs
    $0
    Other
    $13,586
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $140,136
    Bonus
    $13,175
    Other
    $0
    Deferred
    $9,993
    Nontaxable benefits
    $3,593
    Filer's total
    $166,897
  • ERIN CONNELLY

    VP, IMPACT

    Total calculated
    $155,315
    From this org
    $122,979
    From related orgs
    $0
    Other
    $32,336
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $114,167
    Bonus
    $8,812
    Other
    $0
    Deferred
    $7,992
    Nontaxable benefits
    $24,344
    Filer's total
    $155,315

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
PRESIDENT'S ANNUAL PERFORMANCE EVALUATION - CONDUCTED BY THE BOARD CHAIR, VICE-CHAIR - PERFORMANCE METRICS DEVELOPED WITH PRESIDENT IN JUNE/JULY FOR THE NEXT FISCAL YEAR - PERFORMANCE METRICS DOCUMENTED AND APPROVED BY EXECUTIVE COMMITTEE, COPY TO HR - PERFORMANCE METRICS SHARED WITH FULL BOARD - ANNUAL PERFORMANCE EVALUATION CONDUCTED BY BOARD CHAIR AND VICE-CHAIR AT END OF FISCAL YEAR. - EVALUATION DOCUMENTED AND HIGHLIGHTS SHARED WITH EXECUTIVE COMMITTEE, COPY TO HR - EXECUTIVE COMMITTEE VOTES ON ANNUAL SALARY ADJUSTMENT - HIGHLIGHTS OF EVALUATION SHARED WITH FULL BOARD EXECUTIVE COMPENSATION & BENEFIT PACKAGE AND CONTRACT - BOARD CHAIR AND VICE-CHAIR REVIEW EXECUTIVE COMPENSATION AND BENEFITS. - CHAIR AND VICE-CHAIR WILL REVIEW CURRENT COMPENSATION & BENEFITS PACKAGE AND COMPARE WITH LIKE-SIZED UW'S AND/OR AREA NON-PROFITS. - AN EMPLOYMENT CONTRACT WILL BE DRAFTED WITH INPUT AND REVIEW OF COUNSEL. - EMPLOYMENT CONTRACT IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. EXECUTIVE COMMITTEE VOTES TO RECOMMEND CONTRACT FOR APPROVAL BY BOARD. - BOARD REVIEWS AND VOTES TO APPROVE CONTRACT, INCLUDING AUTHORIZING UP TO A 10% VARIANCE IN TOTAL CONTRACT VALUE FOR NEGOTIATION WITH EMPLOYEE. - BOARD CHAIR AND/OR VICE-CHAIR PRESENT CONTRACT TO PRESIDENT. PRESIDENT SHALL PRESENT CONTRACT FOR ALL OTHER EMPLOYEES. - EMPLOYEE ADVISED TO SEEK OUTSIDE LEGAL COUNSEL FOR REVIEW OF CONTRACT. - IF CONTRACT REVISIONS ARE NEEDED THEY ARE REVIEWED AND APPROVED BY UWGLV COUNSEL. - CONTRACT IS SIGNED BY EMPLOYEE AND BOARD CHAIR - COPY OF FULLY EXECUTED CONTRACT TO HR. DETAILS OF CONTRACT ARE CONFIDENTIAL AND WILL NOT BE SHARED OUTSIDE OF THE BOARD OF DIRECTORS. -ALL EMPLOYMENT CONTRACTS SHALL FOLLOW THIS PROCESS WITH INPUT FROM THE PRESIDENT FOR ANY OF HIS/HER DIRECT REPORTS.
PART I, LINE 5
ALL EMPLOYEES PARTICIPATE IN A VARIABLE PAY INCENTIVE PROGRAM WHICH ONE OF THE PROGRAM REQUIREMENTS IS TOTAL CAMPAIGN REVENUE RAISED.
PART I, LINE 6
ALL EMPLOYEES PARTICIPATE IN A VARIABLE PAY INCENTIVE PROGRAM WHICH ONE OF THE PROGRAM REQUIREMENTS IS TOTAL CAMPAIGN REVENUE RAISED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
27 March 2026
IRS schema version
2024v5.5
Source object
202601289349302410

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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