Form 990 for tax year 2024
Filed by UNITED WAY OF THE BRADFORD AREA INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2024 , filed 21 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $700,711 changed to $722,068
- Total expenses
- $388,366 changed to $378,756
- Contributions and grants received
- $617,818 changed to $638,818
- Grants paid
- $274,416 changed to $278,300
- Investment income
- $66,680 changed to $67,037
- Total assets, end of year
- $1,517,909 changed to $1,569,579
- Net assets or fund balances, end of year
- $1,517,895 changed to $1,569,565
- Program services expenses
- $311,180 changed to $310,341
- Management and general expenses
- $35,171 changed to $31,797
- Fundraising expenses
- $42,015 changed to $36,618
- Program service expenses (Part III)
- $311,180 changed to $310,341
Totals
- Total revenue
- $700,711
- Total expenses
- $388,366
- Contributions and grants received
- $617,818
- Grants paid
- $274,416
- Program service revenue
- $0
- Investment income
- $66,680
- Other revenue
- $16,213
- Total assets, end of year
- $1,517,909
- Total liabilities, end of year
- $14
- Net assets or fund balances, end of year
- $1,517,895
- Program services expenses (Part IX)
- $311,180
- Management and general expenses
- $35,171
- Fundraising expenses
- $42,015
- Program service expenses (Part III)
- $311,180
Program services were 80.1% 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
$617,818
-
3 · Investment income
total $66,680 · excluded $66,680
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$31,490
-
8b · Fundraising events: direct expenses
$15,277
-
8c · Net income from fundraising events
total $16,213
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $274,416 · program services $274,416
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $45,997 · program services $16,099 · management and general $11,499 · fundraising $18,399
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $9,505 · program services $3,327 · management and general $2,376 · fundraising $3,802
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $5,560 · program services $1,946 · management and general $1,390 · fundraising $2,224
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,000 · management and general $4,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $507 · program services $177 · management and general $127 · fundraising $203
-
13 · Office expenses
total $1,256 · program services $440 · management and general $314 · fundraising $502
-
14 · Information technology
total $1,256 · program services $440 · management and general $314 · fundraising $502
-
15 · Royalties
total $0
-
16 · Occupancy
total $15,747 · program services $5,511 · management and general $3,937 · fundraising $6,299
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $4,912 · management and general $4,912
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $2,448 · program services $857 · management and general $612 · fundraising $979
-
24a · Other expenses: Printing and Publications
total $14,250 · program services $4,988 · management and general $3,562 · fundraising $5,700
-
24b · Other expenses: Miscellaneous
total $6,278 · program services $2,197 · management and general $1,570 · fundraising $2,511
-
24c · Other expenses: Dues and subscriptions
total $2,234 · program services $782 · management and general $558 · fundraising $894
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $315,971 · end of year $399,990
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $6,700 · end of year $20,088
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$13,659
-
10b · Land, buildings and equipment: accumulated depreciation
$13,659
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $859,334 · end of year $1,097,831
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $12 · end of year $14
-
27 · Net assets without donor restrictions
beginning of year $1,181,993 · end of year $1,517,895
Mission and programs · 2024
Mission
Our mission is to raise and distribute funds for the purpose of community building and enhancing the quality of life in the areas we serve.
-
Raise and distribute funds for the purpose of community building and enhancing the quality of life in the areas we serve
Expenses $311,180 · Revenue $700,711
As filed on the 2024 return.
Listed in Part VII
-
Sarah Lonzi
Executive Director
- Total calculated
- $45,997
- From this org
- $45,997
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Harry Solerak
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Greg Kloss
Director
- Total calculated
- $0
- Hours/week
- 1
-
Amber Benjamin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gwen Rush
President
- Total calculated
- $0
- Hours/week
- 1
-
Suzi Marasco
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
John Vanerstrom
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marissa Yohe
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine Tyler
Director
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Hollenbeck
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sami Placer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marissa Yohe
Director
- Total calculated
- $0
- Hours/week
- 1
-
Heidi Scrivo Passmore
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Kendra Pantuso
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan Race
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Chad Kirk
Director
- Total calculated
- $0
- Hours/week
- 1
-
Katie Zapel
Director
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503149349300310
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