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Nonprofiteer
← UNITED WAY OF THE GREATER LEHIGH VALLEY

Form 990 for tax year 2023

Filed by UNITED WAY OF THE GREATER LEHIGH VALLEY.

Totals

Total revenue
$28,502,147
Total expenses
$26,179,085
Contributions and grants received
$28,167,295
Grants paid
$18,132,839
Program service revenue
$0
Investment income
$334,852
Other revenue
$0
Total assets, end of year
$19,400,257
Total liabilities, end of year
$6,441,096
Net assets or fund balances, end of year
$12,959,161
Program services expenses (Part IX)
$22,100,181
Management and general expenses
$2,137,730
Fundraising expenses
$1,941,174
Program service expenses (Part III)
$22,100,181

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DOROTA GASIENICA-KOZAK ESQ

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • JOE SAVAGE

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ANNE BAUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CAROL BIRKS EDD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SCOTT BLAIR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MIKE BUTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARILEE FALCO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • VERONICA GONZALEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LAURIE GOSTLEY HACKETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MATT GREEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TRISHA HIGGINS CPA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOANE HOCKENBURY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES IRWIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DIANA LAQUINTA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ERICA MELENDEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DONALD OUTING PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOANNE RAPHAEL ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • THOMAS RIPSAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOSEPH ROY EDD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PETE RUGGIERO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TYRONE RUSSELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MELANIE SANCHEZ-JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JILL WHEELER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID LEWIS

    PRESIDENT

    Total calculated
    $313,868
    From this org
    $281,779
    From related orgs
    $0
    Other
    $32,089
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $232,875
    Bonus
    $48,904
    Other
    $0
    Deferred
    $16,301
    Nontaxable benefits
    $15,788
    Filer's total
    $313,868

  • MARCI LESKO

    EXECUTIVE VP, CIO, SECRETARY

    Total calculated
    $232,887
    From this org
    $204,201
    From related orgs
    $0
    Other
    $28,686
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $165,286
    Bonus
    $36,415
    Other
    $2,500
    Deferred
    $8,684
    Nontaxable benefits
    $20,002
    Filer's total
    $232,887

  • DEBRA KLOCEK

    VP, FINANCE & ADMIN/TREASURER THRU AUG '23

    Total calculated
    $140,337
    From this org
    $119,736
    From related orgs
    $0
    Other
    $20,601
    Hours/week
    37.5

  • KARA MOHSINGER

    CFO; TREASURER AS OF AUG '23

    Total calculated
    $60,477
    From this org
    $56,250
    From related orgs
    $0
    Other
    $4,227
    Hours/week
    37.5

  • PAUL HURD JR

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $205,979
    From this org
    $176,885
    From related orgs
    $0
    Other
    $29,094
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $160,188
    Bonus
    $16,697
    Other
    $0
    Deferred
    $11,247
    Nontaxable benefits
    $17,847
    Filer's total
    $205,979

  • JILL PEREIRA

    VP, EDUCATION & IMPACT

    Total calculated
    $178,763
    From this org
    $149,894
    From related orgs
    $0
    Other
    $28,869
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $123,262
    Bonus
    $26,632
    Other
    $0
    Deferred
    $8,617
    Nontaxable benefits
    $20,252
    Filer's total
    $178,763

  • LAUREN SHANAHAN

    AVP, STRATEGIC INITIATIVES

    Total calculated
    $134,242
    From this org
    $117,205
    From related orgs
    $0
    Other
    $17,037
    Hours/week
    37.5

  • LAURA MCHUGH

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $140,957
    From this org
    $129,171
    From related orgs
    $0
    Other
    $11,786
    Hours/week
    37.5

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

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

The filer's explanations (Part III)

PART I, LINE 3
PRESIDENT'S ANNUAL PERFORMANCE EVALUATION - CONDUCTED BY THE BOARD CHAIR, VICE-CHAIR - PERFORMANCE METRICS DEVELOPED WITH PRESIDENT IN JUNE/JULY FOR THE NEXT FISCAL YEAR - PERFORMANCE METRICS DOCUMENTED AND APPROVED BY EXECUTIVE COMMITTEE, COPY TO HR - PERFORMANCE METRICS SHARED WITH FULL BOARD - ANNUAL PERFORMANCE EVALUATION CONDUCTED BY BOARD CHAIR AND VICE-CHAIR AT END OF FISCAL YEAR. - EVALUATION DOCUMENTED AND HIGHLIGHTS SHARED WITH EXECUTIVE COMMITTEE, COPY TO HR - EXECUTIVE COMMITTEE VOTES ON ANNUAL SALARY ADJUSTMENT - HIGHLIGHTS OF EVALUATION SHARED WITH FULL BOARD EXECUTIVE COMPENSATION & BENEFIT PACKAGE AND CONTRACT - BOARD CHAIR AND VICE-CHAIR REVIEW EXECUTIVE COMPENSATION AND BENEFITS. - CHAIR AND VICE-CHAIR WILL REVIEW CURRENT COMPENSATION & BENEFITS PACKAGE AND COMPARE WITH LIKE-SIZED UW'S AND/OR AREA NON-PROFITS. - AN EMPLOYMENT CONTRACT WILL BE DRAFTED WITH INPUT AND REVIEW OF COUNSEL. - EMPLOYMENT CONTRACT IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. EXECUTIVE COMMITTEE VOTES TO RECOMMEND CONTRACT FOR APPROVAL BY BOARD. - BOARD REVIEWS AND VOTES TO APPROVE CONTRACT, INCLUDING AUTHORIZING UP TO A 10% VARIANCE IN TOTAL CONTRACT VALUE FOR NEGOTIATION WITH EMPLOYEE. - BOARD CHAIR AND/OR VICE-CHAIR PRESENT CONTRACT TO PRESIDENT. PRESIDENT SHALL PRESENT CONTRACT FOR ALL OTHER EMPLOYEES. - EMPLOYEE ADVISED TO SEEK OUTSIDE LEGAL COUNSEL FOR REVIEW OF CONTRACT. - IF CONTRACT REVISIONS ARE NEEDED THEY ARE REVIEWED AND APPROVED BY UWGLV COUNSEL. - CONTRACT IS SIGNED BY EMPLOYEE AND BOARD CHAIR - COPY OF FULLY EXECUTED CONTRACT TO HR. DETAILS OF CONTRACT ARE CONFIDENTIAL AND WILL NOT BE SHARED OUTSIDE OF THE BOARD OF DIRECTORS. -ALL EMPLOYMENT CONTRACTS SHALL FOLLOW THIS PROCESS WITH INPUT FROM THE PRESIDENT FOR ANY OF HIS/HER DIRECT REPORTS.
PART I, LINE 5
ALL EMPLOYEES PARTICIPATE IN A VARIABLE PAY INCENTIVE PROGRAM WHICH ONE OF THE PROGRAM REQUIREMENTS IS TOTAL CAMPAIGN REVENUE RAISED.
PART I, LINE 6
ALL EMPLOYEES PARTICIPATE IN A VARIABLE PAY INCENTIVE PROGRAM WHICH ONE OF THE PROGRAM REQUIREMENTS IS TOTAL CAMPAIGN REVENUE RAISED.

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
2023
Filed
24 April 2025
IRS schema version
2023v6.0
Source object
202521219349301642

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.