Skip to content
Nonprofiteer
← UNITED WAY OF LANCASTER COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF LANCASTER COUNTY.

Totals

Total revenue
$6,627,869
Total expenses
$7,041,072
Contributions and grants received
$5,391,049
Grants paid
$3,245,989
Program service revenue
$839,844
Investment income
$317,910
Other revenue
$79,066
Total assets, end of year
$9,052,583
Total liabilities, end of year
$2,770,185
Net assets or fund balances, end of year
$6,282,398
Program services expenses (Part IX)
$5,837,617
Management and general expenses
$533,853
Fundraising expenses
$669,602
Program service expenses (Part III)
$5,837,617

Program services were 82.9% 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

    $28,858

  • 1e · Government grants (contributions)

    $1,945,655

  • 1f · All other contributions, gifts and grants

    $3,416,536

  • 1g · Noncash contributions included above

    $31,687

  • 2a · Program service revenue: MANAGEMENT FEE

    total $723,829 · related or exempt $723,829

  • 2b · Program service revenue: OTHER REVENUE

    total $91,460 · related or exempt $91,460

  • 2c · Program service revenue: ADMIN FEE - DONOR CHOI

    total $24,555 · related or exempt $24,555

  • 3 · Investment income

    total $284,372 · excluded $284,372

  • 6a · Gross rents

    real property $120,608

  • 6b · Less rental expenses

    real property $41,542

  • 6c · Rental income or loss

    real property $79,066

  • 6d · Net rental income or loss

    total $79,066 · excluded $79,066

  • 7a · Gross sales of assets other than inventory

    securities $466,139

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

    securities $432,601

  • 7c · Gain or loss

    securities $33,538

  • 7d · Net gain or loss

    total $33,538 · excluded $33,538

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,245,989 · program services $3,245,989

  • 5 · Compensation of officers, directors and key employees

    total $129,600 · program services $51,840 · management and general $25,920 · fundraising $51,840

  • 7 · Other salaries and wages

    total $1,989,969 · program services $1,439,831 · management and general $240,088 · fundraising $310,050

  • 9 · Other employee benefits

    total $279,389 · program services $196,768 · management and general $40,451 · fundraising $42,170

  • 10 · Payroll taxes

    total $163,847 · program services $114,263 · management and general $20,827 · fundraising $28,757

  • 11b · Fees: legal

    total $83,968 · management and general $83,968

  • 11g · Fees: other

    total $177,502 · program services $112,815 · management and general $30,915 · fundraising $33,772

  • 12 · Advertising and promotion

    total $122,229 · program services $88,259 · management and general $1,659 · fundraising $32,311

  • 13 · Office expenses

    total $26,651 · program services $20,269 · management and general $3,950 · fundraising $2,432

  • 14 · Information technology

    total $41,446 · program services $33,862 · management and general $2,640 · fundraising $4,944

  • 16 · Occupancy

    total $242,640 · program services $174,063 · management and general $29,421 · fundraising $39,156

  • 17 · Travel

    total $17,599 · program services $14,694 · management and general $1,304 · fundraising $1,601

  • 19 · Conferences, conventions and meetings

    total $87,241 · program services $65,098 · management and general $5,464 · fundraising $16,679

  • 22 · Depreciation, depletion and amortization

    total $38,659 · program services $26,953 · management and general $4,889 · fundraising $6,817

  • 23 · Insurance

    total $1,473 · program services $1,286 · management and general $64 · fundraising $123

  • 24a · Other expenses: EQUIPMENT RENTAL & MAIN

    total $268,684 · program services $179,790 · management and general $12,880 · fundraising $76,014

  • 24b · Other expenses: DUES

    total $57,978 · program services $36,092 · management and general $7,765 · fundraising $14,121

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $50,708 · program services $24,208 · management and general $20,242 · fundraising $6,258

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

    total $15,500 · program services $11,537 · management and general $1,406 · fundraising $2,557

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $149,789 · end of year $142,489

  • 2 · Savings and temporary cash investments

    beginning of year $1,921,213 · end of year $2,237,145

  • 3 · Pledges and grants receivable

    beginning of year $763,718 · end of year $658,167

  • 4 · Accounts receivable

    beginning of year $201,783 · end of year $132,629

  • 9 · Prepaid expenses and deferred charges

    beginning of year $48,006 · end of year $12,249

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

    $363,583

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

    $289,560

  • 10c · Land, buildings and equipment, net

    beginning of year $106,377 · end of year $74,023

  • 11 · Investments: publicly traded securities

    beginning of year $3,919,536 · end of year $4,398,936

  • 12 · Investments: other securities

    beginning of year $745,250 · end of year $850,485

  • 14 · Intangible assets

    beginning of year $123,039 · end of year $66,251

  • 15 · Other assets

    beginning of year $1,617,426 · end of year $480,209

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,384,071 · end of year $994,377

  • 18 · Grants payable

    beginning of year $250,000 · end of year $553,488

  • 24 · Unsecured notes and loans payable

    beginning of year $115,950 · end of year $59,277

  • 25 · Other liabilities

    beginning of year $1,610,193 · end of year $1,163,043

  • 27 · Net assets without donor restrictions

    beginning of year $3,878,367 · end of year $4,013,642

  • 28 · Net assets with donor restrictions

    beginning of year $2,357,556 · end of year $2,268,756

Mission and programs · 2023

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 IS MOVING LANCASTER COUNTY FORWARD TO MAKE BOLD, SYSTEMIC IMPROVEMENTS IN PEOPLE'S LIVES BY ADDRESSING THE ROOT CAUSES OF CHRONIC PROBLEMS PLAGUING CURRENT LANCASTER COUNTY RESIDENTS. IT IS ALIGNING COMMUNITY INVESTORS, NONPROFIT AGENCIES, SCHOOLS, HEALTHCARE PROVIDERS, FAITH-BASED ORGANIZATIONS, BUSINESSES AND GOVERNMENT TO ACHIEVE GOALS THAT WILL IMPROVE THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF INDIVIDUALS AND FAMILIES ACROSS LANCASTER COUNTY.

    Expenses $3,245,989 · Grants $3,245,989 · Revenue $171,626

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

    Expenses $1,450,961 · Revenue $666,218

  • COLLECTIVE IMPACT:RESPONSIBLE FOR THE ALLOCATION OF FUNDS TO, HANDS-ON SUPPORT OF, AND QUALITATIVE/QUANTITATIVE MONITORING OF THE NOT-FOR-PROFIT COMMUNITY WHO ARE WORKING THROUGHOUT LANCASTER COUNTY TO ACHIEVE UNITED WAY'S GOALS - ADDRESSING EDUCATION, FINANCIAL MOBILITY, HEALTH AND WELLNESS. THIS NEWLEVEL UP AND LAUNCH MODEL EMPHASIZES COLLABORATION AMONG MULTIPLE AGENCIES WITHIN A UNIQUE RELATIONSHIP ALL WORKING TOWARDS AT LEAST ONE OF THE BOLD GOALS TO ACHIEVE SYSTEMIC COMMUNITY CHANGE, ALONG WITH THE NEWLY INCLUDED FOCUS ON DIVERSITY AND EQUITY WITHIN EACH PARTNERED ORGANIZATION. COLLECTIVE IMPACT ALSO INCLUDES ADVOCACY EFFORTS TO FURTHER ADVANCE THESE PARTICULAR ISSUES.

    Expenses $369,497

  • VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA):PROVIDES FREE TAX PREPARATION SERVICES TO LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES IN LANCASTER COUNTY. VITA HAS A TEAM OF ROUGHLY 200 VOLUNTEERS WHO COMPLETE A VIGOROUS TRAINING AND CERTIFICATION PROCESS TO BECOME QUALIFIED TO PREPARE TAX RETURNS THROUGH THE VITA PROGRAM. VITA DOES NOT CHARGE ANYTHING FOR THE SERVICE AND USUALLY A TAX REFUND IS ISSUED, BASED ON THE CURRENT SITUATION OF EACH CLIENT. THE MONEY BEING SAVED BY VITA CLIENTS WOULD OTHERWISE BE PAID TO A FOR-PROFIT TAX PREPARER. THE VITA PROGRAM ENSURES THAT CLIENTS CLAIM ALL OF THE CREDITS AVAILABLE TO THEM, SUCH AS THE EARNED INCOME TAX CREDIT (EIC) WHICH IS AN ECONOMIC STIMULUS TO LOW-INCOME WAGE EARNERS. VOLUNTEER TAX PREPARERS HAVE THE HIGHEST ACCURACY RATE IN THE COUNTRY. BY PROVIDING FREE TAX PREPARATION, VITA HELPS TO INCREASE THE FINANCIAL STABILITY OF LOWER-INCOME TAXPAYERS IN LANCASTER COUNTY. VITA IS IMPLEMENTED LOCALLY BY UNITED WAY OF LANCASTER COUNTY.

    Expenses $417,460

  • 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 $237,831 · Revenue $2,000

  • 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 $115,879

As filed on the 2023 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 PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Victor Ramos

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Monika Chap

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Krista Wismer

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Diller

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert Gantz

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Robin Goodson

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Salena Coachman

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Nieli

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Raji Nair

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Tina Citro

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Rakesh Popli

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Willonda McCloud

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ole Hongvanthong

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jose Lopez

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Deepa Balepur

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Deborah Brandt

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Claire Mooney

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Caleb Setlock

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Brooke Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Brian Carson

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Alisa Jones

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Aidalis Lopez

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jennifer Groff

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kate Zimmerman

    CEO/PRESIDENT

    Total calculated
    $33,300
    From this org
    $33,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

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

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202501349349303815

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

The source document this was parsed from is served over the API, which is where bulk and document access live.