Form 990 for tax year 2022
Filed by UNITED WAY OF CARLISLE & CUMBERLAND COUNTY.
Totals
- Total revenue
- $1,756,380
- Total expenses
- $1,783,634
- Contributions and grants received
- $1,645,656
- Grants paid
- $1,338,896
- Program service revenue
- $975
- Investment income
- $75,964
- Other revenue
- $33,785
- Total assets, end of year
- $2,835,944
- Total liabilities, end of year
- $490,556
- Net assets or fund balances, end of year
- $2,345,388
- Program services expenses (Part IX)
- $1,543,748
- Management and general expenses
- $175,494
- Fundraising expenses
- $64,392
- Program service expenses (Part III)
- $1,543,748
Program services were 86.6% 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
$28,044
-
1d · Related organizations
$126,137
-
1e · Government grants (contributions)
$112,732
-
1f · All other contributions, gifts and grants
$1,378,743
-
1g · Noncash contributions included above
$240,338
-
2a · Program service revenue: SERVICE FEES-DONOR CHO
total $975 · related or exempt $975
-
3 · Investment income
total $77,132 · excluded $77,132
-
6a · Gross rents
real property $10,980
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $10,980
-
6d · Net rental income or loss
total $10,980 · excluded $10,980
-
7a · Gross sales of assets other than inventory
securities $239,170
-
7b · Less cost or other basis and sales expenses
securities $240,338
-
7c · Gain or loss
securities -$1,168
-
7d · Net gain or loss
total -$1,168 · excluded -$1,168
-
8a · Fundraising events: gross income
$18,646
-
8b · Fundraising events: direct expenses
$241
-
8c · Net income from fundraising events
total $18,405 · excluded $18,405
-
11a · Other revenue: MISCELLANEOUS
total $4,400 · related or exempt $4,400
-
11e · Other revenue, total
$4,400
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,250,849 · program services $1,250,849
-
2 · Grants to domestic individuals
total $88,047 · program services $88,047
-
5 · Compensation of officers, directors and key employees
total $128,538 · program services $30,404 · management and general $78,101 · fundraising $20,033
-
7 · Other salaries and wages
total $111,146 · program services $81,747 · management and general $26,554 · fundraising $2,845
-
8 · Pension plan contributions
total $5,399 · program services $3,984 · fundraising $1,415
-
9 · Other employee benefits
total $15,889 · program services $6,848 · management and general $9,041
-
10 · Payroll taxes
total $18,127 · program services $8,885 · management and general $7,914 · fundraising $1,328
-
11c · Fees: accounting
total $17,540 · management and general $17,540
-
12 · Advertising and promotion
total $11,492 · program services $4,646 · management and general $3,927 · fundraising $2,919
-
13 · Office expenses
total $39,201 · program services $28,731 · management and general $6,391 · fundraising $4,079
-
14 · Information technology
total $6,770 · program services $2,737 · management and general $2,313 · fundraising $1,720
-
16 · Occupancy
total $19,143 · program services $10,338 · management and general $6,541 · fundraising $2,264
-
17 · Travel
total $89 · program services $36 · management and general $30 · fundraising $23
-
19 · Conferences, conventions and meetings
total $92 · program services $37 · management and general $31 · fundraising $24
-
21 · Payments to affiliates
total $22,505 · program services $12,153 · management and general $7,690 · fundraising $2,662
-
22 · Depreciation, depletion and amortization
total $16,388 · program services $8,850 · management and general $5,600 · fundraising $1,938
-
23 · Insurance
total $6,921 · program services $3,737 · management and general $2,365 · fundraising $819
-
24a · Other expenses: CAMPAIGN EXPENSES
total $21,241 · fundraising $21,241
-
24b · Other expenses: CONTRACT SERVICES
total $3,061 · program services $1,238 · management and general $1,046 · fundraising $777
-
24c · Other expenses: MISCELLANEOUS
total $1,196 · program services $481 · management and general $410 · fundraising $305
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9 · end of year $48
-
2 · Savings and temporary cash investments
beginning of year $1,028,381 · end of year $1,055,151
-
3 · Pledges and grants receivable
beginning of year $141,796 · end of year $159,013
-
4 · Accounts receivable
beginning of year $433 · end of year $4,405
-
9 · Prepaid expenses and deferred charges
beginning of year $11,226 · end of year $7,362
-
10a · Land, buildings and equipment: cost or other basis
$685,795
-
10b · Land, buildings and equipment: accumulated depreciation
$383,051
-
10c · Land, buildings and equipment, net
beginning of year $319,131 · end of year $302,744
-
15 · Other assets
beginning of year $1,196,523 · end of year $1,307,221
-
17 · Accounts payable and accrued expenses
beginning of year $42,222 · end of year $39,300
-
18 · Grants payable
beginning of year $392,178 · end of year $451,256
-
19 · Deferred revenue
beginning of year $1,155 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $865,000 · end of year $870,344
-
28 · Net assets with donor restrictions
beginning of year $1,396,944 · end of year $1,475,044
Mission and programs · 2022
Mission
OUR MISSION IS TO UNITE PEOPLE AND RESOURCES TO BUILD A STRONGER, HEALTHIER CARLISLE & CUMBERLAND COUNTY.
-
AS THE LEADERS IN COORDINATING RESOURCES TO MEET THE HUMAN SERVICE NEEDS OF OUR COMMUNITY, THE UNITED WAY OF CARLISLE & CUMBERLAND COUNTY WORKS WITH AN ARRAY OF COMMUNITY ORGANIZATIONS TO BUILD A STRONGER, HEALTHIER CARLISLE & CUMBERLAND COUNTY. TOGETHER, THEY ADDRESS LOCAL NEEDS AS THEY RELATE TO THE CRITICAL AREAS OF HEALTH, EDUCATION, FINANCIAL STABILITY AND SAFETY NET. AN ANNUAL CAMPAIGN RAISES NECESSARY FUNDS TO SUPPORT PROGRAMS THAT HELP ADDRESS THE COMMUNITY'S MOST PRESSING NEEDS. THE UNITED WAY RECEIVES FUNDING APPLICATIONS FROM PARTNER AGENCIES, WHICH ARE REVIEWED AND ASSESSED BY TRAINED COMMUNITY VOLUNTEERS TO ENSURE THAT THEY ADDRESS AND DEMONSTRATE POSITIVE, MEASURABLE RESULTS. FUNDING LEVELS ARE RECOMMENDED BY THE VOLUNTEERS AND APPROVED BY THE UNITED WAY OF CARLISLE & CUMBERLAND COUNTY'S BOARD.
Expenses $1,408,868 · Grants $1,251,389 · Revenue $5,375
-
THE MISSION OF SUCCESS BY 6 IS TO ENSURE ALL CHILDREN ENTER KINDERGARTEN WELL PREPARED AND READY TO LEARN. SUCCESS BY 6 PROVIDES TRAINING AND MENTORING TO CHILD CARE PROVIDERS TO IMPROVE THE QUALITY OF CHILD CARE IN CARLISLE AND CUMBERLAND COUNTY. OUTREACH INITIATIVES INCLUDE: SCHOOL READINESS GROUPS, REAL MEN READ, REACH OUT AND READ, AND WEEK OF THE YOUNG CHILD. OUR GETTING READY FOR KINDERGARTEN CALENDAR IS DISTRIBUTED TO MORE THAN 70 SITES. SUCCESS BY 6 AWARDED 15 CHILDREN AND $72,954 IN SCHOLARSHIPS TO ATTEND HIGH-QUALITY PRE-SCHOOLS. BUSINESSES AND INDIVIDUALS DONATE TO SUCCESS BY 6 AS PART OF THE PRE-KINDERGARTEN EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM OF THE COMMONWEALTH OF PA AND THROUGH THE PAUL AND PATRICIA SCHOLARSHIP PROGRAM. SUCCESS BY 6 PAYS ONE-HALF OF THE TOTAL MONTHLY TUITION.
Expenses $134,880 · Grants $82,335
-
THROUGHOUT THE HEATING SEASON (BEGINNING NOVEMBER 1 AND LASTING UNTIL FUNDS ARE DEPLETED), UNITED WAY OF CARLISLE & CUMBERLAND COUNTY PROVIDES EMERGENCY HEATING ASSISTANCE TO HOUSEHOLDS IN IMMEDIATE DANGER OF BEING WITHOUT HEAT. APPLICANTS MUST RESIDE IN CARLISLE, BOILING SPRINGS, MOUNT HOLLY SPRINGS, NEW KINGSTOWN, PLAINFIELD, OR NEWVILLE, AND HOUSEHOLD INCOME CANNOT EXCEED 200% OF THE FEDERAL POVERTY LEVEL. FOR THOSE THAT QUALIFY, CASH GRANTS ARE SENT DIRECTLY TO THE HEATING COMPANY. $5,172 WAS PROVIDED TO 10 HOUSEHOLDS.
Grants $5,172
As filed on the 2022 return.
Listed in Part VII
-
Adam ShafferADAM SHAFFER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gerald PiperGERALD PIPER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debra HargroveDEBRA HARGROVE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer BurdJENNIFER BURD
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BellJEFF BELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Patrick BartoliPATRICK BARTOLI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Erik OlsenERIK OLSEN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ellen PetersELLEN PETERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laurel WilliamsLAUREL WILLIAMS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Katie ClarkKATIE CLARK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Joel FlinchbaughJOEL FLINCHBAUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mindy VanderlykeMINDY VANDERLYKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Melissa KelsoMELISSA KELSO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Susan DworsakSUSAN DWORSAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maggie LivelsbergerMAGGIE LIVELSBERGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kelly MurrayKELLY MURRAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cortney WoolslayerCORTNEY WOOLSLAYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff GaymanJEFF GAYMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Titichia JacksonTITICHIA JACKSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chad SearerCHAD SEARER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa ThomasLISA THOMAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David ZimmermanDAVID ZIMMERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brenda KaufmanBRENDA KAUFMAN
FINANCE DIRECTOR
- Total calculated
- $39,591
- From this org
- $36,313
- From related orgs
- $0
- Other
- $3,278
- Hours/week
- 25
-
Lucy ZanderLUCY ZANDER
EXECUTIVE DIRECTOR
- Total calculated
- $83,075
- From this org
- $67,205
- From related orgs
- $0
- Other
- $15,870
- 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
-
$122,564
PROGRAM SPECIFIC SUPPORT - CAMPS/CHILD CARE/COMMUNITY YOUTH/DESIGNATIONS
-
$102,632
PROGRAM SPECIFIC SUPPORT - CORE PROGRAM/DESIGNATIONS
-
$84,731
PROGRAM SPECIFIC SUPPORT - JAMES WILSON EMERGENCY SHELTER/DESIGNATIONS
-
$81,734
PROGRAM SPECIFIC SUPPORT - RESOURCE CENTER/DESIGNATION/HEATING ASSISTANCE
-
CARLISLE EARLY EDUCATION CENTER
$64,143
PROGRAM SPECIFIC SUPPORT - SCHOLARSHIPS/DESIGNATIONS
-
$54,858
PROGRAM SPECIFIC SUPPORT - MY BROTHER'S TABLE/SENIOR ACTION CENTER/SOCIAL SERVICES/DESIGNATIONS
-
THE ARC OF CUMBERLAND AND PERRY COUNTIES
$45,172
PROGRAM SPECIFIC SUPPORT - ADVOCACY/RESIDENTIAL PROGRAM/DESIGNATIONS
-
$40,514
PROGRAM SPECIFIC SUPPORT - SCHOLARSHIPS
-
$38,413
PROGRAM SPECIFIC SUPPORT - GED, ESL AND LITERACY PROGRAMS/DESIGNATIONS
-
$32,051
PROGRAM SPECIFIC SUPPORT - SHELTER PROGRAM/DESIGNATIONS
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.
-
UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA
501(C)(3) · SUPPORT UNITED WAY OF CARLISLE & CUMBERLAND CTY · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343049349302384
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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