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Nonprofiteer
← UNITED WAY OF THE CAPITAL REGION

Form 990 for tax year 2022

Filed by UNITED WAY OF THE CAPITAL REGION.

This return was superseded by a later amendment.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 2022 , filed 6 November 2023. matched by us Only the Part I totals and the names listed in Part VII 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
$10,946,982 changed to $592,812
Total expenses
$11,371,158 changed to $1,222,787
Contributions and grants received
$9,978,482 changed to $106,573
Grants paid
$5,755,764 changed to $81,507
Investment income
$968,500 changed to $486,239
Total assets, end of year
$28,664,704 changed to $27,857,979
Total liabilities, end of year
$4,159,476 changed to $3,665,688
Net assets or fund balances, end of year
$24,505,228 changed to $24,192,291
Program services expenses
$9,364,422 changed to $754,024
Management and general expenses
$723,025 changed to $197,418
Fundraising expenses
$1,283,711 changed to $271,345
Program service expenses (Part III)
$9,364,422 changed to $754,024

Totals

Total revenue
$10,946,982
Total expenses
$11,371,158
Contributions and grants received
$9,978,482
Grants paid
$5,755,764
Program service revenue
$0
Investment income
$968,500
Other revenue
$0
Total assets, end of year
$28,664,704
Total liabilities, end of year
$4,159,476
Net assets or fund balances, end of year
$24,505,228
Program services expenses (Part IX)
$9,364,422
Management and general expenses
$723,025
Fundraising expenses
$1,283,711
Program service expenses (Part III)
$9,364,422

Program services were 82.4% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $321,434

  • 1e · Government grants (contributions)

    $477,555

  • 1f · All other contributions, gifts and grants

    $9,179,493

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $937,427 · related or exempt $0 · unrelated business $0 · excluded $937,427

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $233,109 · other assets $0

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

    securities $202,036 · other assets $0

  • 7c · Gain or loss

    securities $31,073 · other assets $0

  • 7d · Net gain or loss

    total $31,073 · related or exempt $0 · unrelated business $0 · excluded $31,073

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,755,764 · program services $5,755,764

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $179,063 · program services $64,463 · management and general $48,347 · fundraising $66,253

  • 6 · Compensation of disqualified persons

    total $1,357,192 · program services $416,961 · management and general $280,695 · fundraising $659,536

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $88,564 · program services $27,681 · management and general $22,291 · fundraising $38,592

  • 9 · Other employee benefits

    total $258,401 · program services $83,528 · management and general $68,264 · fundraising $106,609

  • 10 · Payroll taxes

    total $128,621 · program services $34,914 · management and general $34,417 · fundraising $59,290

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $34,260 · program services $0 · management and general $34,260 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $80,177 · program services $51,304 · management and general $18,647 · fundraising $10,226

  • 12 · Advertising and promotion

    total $159,722 · program services $74,886 · management and general $211 · fundraising $84,625

  • 13 · Office expenses

    total $42,368 · program services $9,948 · management and general $17,585 · fundraising $14,835

  • 14 · Information technology

    total $101,343 · program services $15,704 · management and general $61,781 · fundraising $23,858

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $60,505 · program services $15,693 · management and general $24,616 · fundraising $20,196

  • 17 · Travel

    total $9,238 · program services $2,919 · management and general $375 · fundraising $5,944

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $11,030 · program services $4,289 · management and general $6,289 · fundraising $452

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $155,432 · program services $40,363 · management and general $63,020 · fundraising $52,049

  • 22 · Depreciation, depletion and amortization

    total $102,210 · program services $36,017 · management and general $31,150 · fundraising $35,043

  • 23 · Insurance

    total $19,166 · program services $4,969 · management and general $7,808 · fundraising $6,389

  • 24a · Other expenses: Postage

    total $8,124 · program services $1,907 · management and general $1,489 · fundraising $4,728

  • 24b · Other expenses: Awards, Raffle Prizes/ Miscellaneous

    total $28,866 · program services $195 · management and general $871 · fundraising $27,800

  • 24c · Other expenses: Program/Event Supplies

    total $267,818 · program services $199,623 · management and general $909 · fundraising $67,286

  • 24d · Other expenses: Program Services

    total $2,523,294 · program services $2,523,294 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,410,006 · end of year $2,777,010

  • 2 · Savings and temporary cash investments

    beginning of year $5,976,065 · end of year $8,188,818

  • 3 · Pledges and grants receivable

    beginning of year $3,564,913 · end of year $3,931,519

  • 4 · Accounts receivable

    beginning of year $140,922 · end of year $98,422

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $68,499 · end of year $69,994

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

    $2,646,278

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

    $1,382,841

  • 10c · Land, buildings and equipment, net

    beginning of year $1,333,725 · end of year $1,263,437

  • 15 · Other assets

    beginning of year $13,922,516 · end of year $12,335,504

  • 17 · Accounts payable and accrued expenses

    beginning of year $670,015 · end of year $646,060

  • 18 · Grants payable

    beginning of year $2,950,867 · end of year $3,513,416

  • 27 · Net assets without donor restrictions

    beginning of year $7,728,765 · end of year $3,038,619

  • 28 · Net assets with donor restrictions

    beginning of year $19,066,999 · end of year $21,466,609

Mission and programs · 2022

Mission

United Way of the Capital Region (United Way) is governed by a volunteer board of directors and works year-round to improve lives in counties of Cumberland, Dauphin and Perry, Pennsylvania. United Way accomplishes this by identifying the most pressing community needs, finding solutions to those needs and demonstrating how these solutions are making a difference. United Way of the Capital Region focuses on health, education, income and basic needs and helps support more than 70 programs and services to create solutions to the needs in our community.

Activities or mission (Part I)

The mission of United Way of the Capital Region is to improve lives in Cumberland, Dauphin and Perry counties by identifying the most pressing community needs, finding solutions to those needs, and demonstrating how these solutions are making a difference.

  • The Community Impact and Fund Distribution program performs a periodic evaluation of community needs and engages community volunteers, experts in the community and program partners to determine how to distribute funds to address priority needs in the community, including basic needs in the areas of; food insecurity, domestic violence, emergency shelter, referrals to human services and case management.

    Expenses $7,187,599 · Grants $1,668,506

  • The Ready for School, Ready to Succeed program prepares children academically and socially for kindergarten, by engaging families and children with school readiness workshops, connecting families to affordable preschool programs and early intervention support services, and improving reading proficiency of program participants in the capital region.

    Expenses $779,652

  • The Contact to Care program employs community health workers to assist un- and under-insured individuals in navigating the health care system, overcoming barriers to care and enrolling in an insurance program. Contact to Care helps these individuals establish a primary medical home and connect to providers for dental, vision, and any necessary behavioral health services in order to decrease emergency room usage for non-urgent needs by program participants.

    Expenses $807,042

  • The Road to Success program employs case managers to assist the un- and under-employed obtain and keep jobs where they can advance to earn a living wage. Program services include preparing unemployed individuals for employment, helping them secure a job and providing support during their first year of employment and providing budget counseling to help them become financially self-sufficient. Additionally, services include helping employed individuals advance in the workplace through job training, education opportunities and expansion of skills. Road to Success also connects active program participants to needed support services until they can support their families independently.

    Expenses $590,129

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Timothy Fatzinger

    President & CEO

    Total calculated
    $179,063
    From this org
    $162,500
    From related orgs
    $16,563
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,500
    Bonus
    $0
    Other
    $2,350
    Deferred
    $13,000
    Nontaxable benefits
    $1,213
    Filer's total
    $179,063

  • Jeanmarie Hegarty

    Vice President of Finance & Support Services

    Total calculated
    $112,167
    From this org
    $97,308
    From related orgs
    $14,859
    Other
    $0
    Hours/week
    40

  • Laura Quick

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cate Barron

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Campbell

    Chair Elect

    Total calculated
    $0
    Hours/week
    1

  • Dolly Lalvani

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Timothy Constantine

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christopher Davis

    Vice Chair Resource Development

    Total calculated
    $0
    Hours/week
    1

  • David Del Grosso

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karla Hodge

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Bolanle Limann

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jack Jaroh

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kathleen McKenzie

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Greg Cavoli

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brian Jackson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Esser

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Michael Hussey

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jodie Daubert

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Stephen Massini

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr John Mason Jr

    Vice Chair Governance

    Total calculated
    $0
    Hours/week
    1

  • Jeff Mattern

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cindy Mortzfeldt

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • William C Papa

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Patty Kim

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mark Smith

    Vice Chair Labor Advisory

    Total calculated
    $0
    Hours/week
    1

  • Janice Snyder

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Valerie Pritchett

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Paul Navarro

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Randie Yeager

    Vice Chair Community Impact

    Total calculated
    $0
    Hours/week
    1

  • Tamara Willis

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeff Boland

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Anthony Worral

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kyle Evans

    Board Member

    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. 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

None.

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

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
2022
Filed
13 October 2023
IRS schema version
2022v5.0
Source object
202332909349301133

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

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