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Nonprofiteer
← UNITED WAY OF LANCASTER COUNTY

Form 990 for tax year 2024

Filed by UNITED WAY OF LANCASTER COUNTY.

Totals

Total revenue
$7,017,174
Total expenses
$7,475,484
Contributions and grants received
$5,792,746
Grants paid
$3,654,562
Program service revenue
$886,828
Investment income
$251,831
Other revenue
$85,769
Total assets, end of year
$7,840,552
Total liabilities, end of year
$1,445,872
Net assets or fund balances, end of year
$6,394,680
Program services expenses (Part IX)
$6,071,877
Management and general expenses
$670,292
Fundraising expenses
$733,315
Program service expenses (Part III)
$6,071,877

Program services were 81.2% 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

    $57,475

  • 1e · Government grants (contributions)

    $2,584,418

  • 1f · All other contributions, gifts and grants

    $3,150,853

  • 1g · Noncash contributions included above

    $261,178

  • 2a · Program service revenue: MANAGEMENT FEE

    total $721,216 · related or exempt $721,216

  • 2b · Program service revenue: OTHER REVENUE

    total $89,340 · related or exempt $89,340

  • 2c · Program service revenue: ADMIN FEE - DONOR CHOICE & FUNDS

    total $76,272 · related or exempt $76,272

  • 3 · Investment income

    total $187,392 · excluded $187,392

  • 6a · Gross rents

    real property $122,781

  • 6b · Less rental expenses

    real property $37,012

  • 6c · Rental income or loss

    real property $85,769

  • 6d · Net rental income or loss

    total $85,769 · excluded $85,769

  • 7a · Gross sales of assets other than inventory

    securities $3,124,526

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

    securities $3,060,087

  • 7c · Gain or loss

    securities $64,439

  • 7d · Net gain or loss

    total $64,439 · excluded $64,439

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,654,562 · program services $3,654,562

  • 5 · Compensation of officers, directors and key employees

    total $151,857 · program services $60,743 · management and general $53,150 · fundraising $37,964

  • 7 · Other salaries and wages

    total $1,828,402 · program services $1,201,557 · management and general $273,115 · fundraising $353,730

  • 9 · Other employee benefits

    total $258,873 · program services $172,393 · management and general $37,951 · fundraising $48,529

  • 10 · Payroll taxes

    total $157,410 · program services $100,629 · management and general $25,555 · fundraising $31,226

  • 11b · Fees: legal

    total $144,008 · management and general $144,008

  • 11g · Fees: other

    total $92,810 · program services $65,305 · management and general $12,179 · fundraising $15,326

  • 12 · Advertising and promotion

    total $74,890 · program services $43,716 · management and general $679 · fundraising $30,495

  • 13 · Office expenses

    total $215,035 · program services $211,245 · management and general $1,702 · fundraising $2,088

  • 14 · Information technology

    total $29,992 · program services $23,775 · management and general $2,700 · fundraising $3,517

  • 16 · Occupancy

    total $229,650 · program services $160,677 · management and general $28,310 · fundraising $40,663

  • 17 · Travel

    total $16,406 · program services $9,242 · management and general $3,037 · fundraising $4,127

  • 19 · Conferences, conventions and meetings

    total $97,036 · program services $63,852 · management and general $9,156 · fundraising $24,028

  • 22 · Depreciation, depletion and amortization

    total $33,803 · program services $21,686 · management and general $5,361 · fundraising $6,756

  • 23 · Insurance

    total $20,432 · program services $13,723 · management and general $2,353 · fundraising $4,356

  • 24a · Other expenses: EQUIPMENT RENTAL & MAIN

    total $328,572 · program services $207,445 · management and general $22,687 · fundraising $98,440

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $60,688 · program services $18,735 · management and general $23,311 · fundraising $18,642

  • 24c · Other expenses: DUES

    total $51,050 · program services $23,932 · management and general $18,554 · fundraising $8,564

  • 24d · Other expenses: DUES- UNITED WAY OF PA

    total $30,008 · program services $18,660 · management and general $6,484 · fundraising $4,864

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $142,489 · end of year $22,457

  • 2 · Savings and temporary cash investments

    beginning of year $2,237,145 · end of year $1,074,092

  • 3 · Pledges and grants receivable

    beginning of year $658,167 · end of year $702,316

  • 4 · Accounts receivable

    beginning of year $132,629 · end of year $138,229

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,249 · end of year $11,642

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

    $363,583

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

    $323,363

  • 10c · Land, buildings and equipment, net

    beginning of year $74,023 · end of year $40,220

  • 11 · Investments: publicly traded securities

    beginning of year $4,398,936 · end of year $4,699,490

  • 12 · Investments: other securities

    beginning of year $850,485 · end of year $866,405

  • 14 · Intangible assets

    beginning of year $66,251 · end of year $0

  • 15 · Other assets

    beginning of year $480,209 · end of year $285,701

  • 17 · Accounts payable and accrued expenses

    beginning of year $994,377 · end of year $858,531

  • 18 · Grants payable

    beginning of year $553,488 · end of year $323,000

  • 24 · Unsecured notes and loans payable

    beginning of year $59,277 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,163,043 · end of year $264,341

  • 27 · Net assets without donor restrictions

    beginning of year $4,013,642 · end of year $3,762,736

  • 28 · Net assets with donor restrictions

    beginning of year $2,268,756 · end of year $2,631,944

Mission and programs · 2024

Mission

TO ADVANCE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF OUR COMMUNITY BY MOBILIZING RESOURCES, PEOPLE, AND ORGANIZATIONS.

  • GRANTS, DESIGNATIONS & ALLOCATIONS TO AGENCIES:UNITED WAY OF LANCASTER COUNTY ALIGNS COMMUNITY INVESTORS, NONPROFIT ORGANIZATIONS, SCHOOLS, HEALTHCARE PROVIDERS, FAITH-BASED ORGANIZATIONS, BUSINESSES, AND GOVERNMENT TO ADDRESS COMMUNITY ISSUES TO IMPROVE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF INDIVIDUALS AND FAMILIES ACROSS LANCASTER COUNTY. THIS IS DONE BY PROVIDING DONOR DIRECTED PAYMENTS, GRANT FUNDING, CAPACITY BUILDING VIA TRAINING AND CONVENING, AND ENGAGING IN ADVOCACY TO ADVANCE THESE EFFORTS.

    Expenses $3,654,562 · Grants $3,654,562 · Revenue $210,612

  • PA 2-1-1 EAST:PROVIDES COMPREHENSIVE HEALTH AND HUMAN SERVICES INFORMATION AND REFERRAL ASSISTANCE TO CONNECT PEOPLE WITH APPROPRIATE RESOURCES INCLUDING FOOD, HOUSING, HEALTHCARE, EMPLOYMENT ASSISTANCE, AND OTHER AREAS OF NEED.

    Expenses $1,162,268 · Revenue $676,216

  • COMMUNITY IMPACT:PROVIDE AND AMPLIFY ESSENTIAL FUNDING, EXPERTISE SUPPORT, AND QUALITATIVE/QUANTITATIVE MONITORING TO THE ORGANIZATIONS AND PROGRAMS DELIVERING VITAL SERVICES AND RESOURCES ACROSS LANCASTER COUNTY IN THE AREAS OF EDUCATION, ECONOMIC MOBILITY, AND HEALTH AND WELLBEING.

    Expenses $492,350

  • VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA):PROVIDES FREE, HIGH-QUALITY TAX PREPARATION SERVICES FOR INDIVIDUALS AND FAMILIES EARNINGS $70,000 OR LESS BY IRS-CERTIFIED VOLUNTEERS AT SITES AROUND LANCASTER COUNTY.

    Expenses $328,101

  • MARKETING AND COMMUNICATIONS:EDUCATES THE COMMUNITY ABOUT THE UNITED WAY MISSION, GOALS, PROGRAMS, AND ACTIVITIES TO INCREASE INVOLVEMENT AND SUPPORT THROUGH GIVING, ADVOCATING, AND VOLUNTEERING.

    Expenses $306,447

  • VOLUNTEER CENTER:MOBILIZES VOLUNTEER RESOURCES FROM COMPANIES AND THE COMMUNITY-AT-LARGE, CONNECTING THEM WITH HEALTH AND HUMAN SERVICE AGENCIES AND OTHER ORGANIZATIONS SEEKING DONATED TALENT. PROVIDES CONSULTATIVE AND TECHNICAL ASSISTANCE TO ORGANIZATIONS FOR VOLUNTEER PROGRAMS.

    Expenses $128,149

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

Listed in Part VII

  • Beth Riley

    PRESIDENT/CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Mike Frey

    VICE CHAIR, RESOURCE DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • Victor Ramos

    VICE CHAIR, MARKETING & COMMUNICATIONS

    Total calculated
    $0
    Hours/week
    1

  • Monika Chap

    VICE CHAIR, FINANCE

    Total calculated
    $0
    Hours/week
    1

  • Michael Diller

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert Gantz

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robin Goodson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Salena Coachman

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen Nieli

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Raji Nair

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tina Citro

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rakesh Popli

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Willonda McCloud

    VICE CHAIR, AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Ole Hongvanthong

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jose Lopez

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deepa Balepur

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deborah Brandt

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Caleb Setlock

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Brooke Smith

    VICE CHAIR, IMPACT

    Total calculated
    $0
    Hours/week
    1

  • Brian Carson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alisa Jones

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Aidalis Lopez

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Groff

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kate Zimmerman

    CEO/PRESIDENT

    Total calculated
    $184,973
    From this org
    $139,416
    From related orgs
    $0
    Other
    $45,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,416
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $45,557
    Filer's total
    $184,973

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 · Approval by the board or compensation committee

Answered no

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

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

  • LANCASTER GENERAL HEALTH

    $1,488,869

    NFP/FIRST FOOD GRANT

  • DONOR DESIGNATED PLEDGES

    $1,452,730

    DESIGNATION

  • LOFT COMMUNITY PARTNERSHIP

    $60,000

    LEVEL UP & LAUNCH, JOINT FUNDING, KELLOGGS SUMMER HUNGER

  • ASSETS

    $60,000

    LEVEL UP & LAUNCH, WOMEN UNITED

  • COMMUNITY ACTION PARTNERSHIP

    $58,000

    FOOD & SHELTER FUNDING, LEVEL UP & LAUNCH

  • TENFOLD

    $56,525

    JOINT FUNDING, FOOD & SHELTER FUNDING

  • LANCASTER COUNTY HOUSING & REDEVELOPMENT AUTHORITIES

    $50,000

    JOINT FUNDING

  • LET'S GO 1-2-3

    $41,891

    LEVEL UP & LAUNCH

  • ECHOS

    $41,750

    JOINT FUNDING, FOOD & SHELTER FUNDING

  • COLUMBIA DREAM CENTER

    $40,750

    JOINT FUNDING, FOOD & SHELTER FUNDING

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

Provenance

Return type
form_990
Tax year
2024
Filed
10 February 2026
IRS schema version
2024v5.5
Source object
202620439349301842

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

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