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Nonprofiteer
← UNITED WAY OF THE GREATER LEHIGH VALLEY

Form 990 for tax year 2022

Filed by UNITED WAY OF THE GREATER LEHIGH VALLEY.

Totals

Total revenue
$23,450,202
Total expenses
$24,382,615
Contributions and grants received
$23,212,454
Grants paid
$17,084,474
Program service revenue
$0
Investment income
$237,748
Other revenue
$0
Total assets, end of year
$19,328,525
Total liabilities, end of year
$6,864,893
Net assets or fund balances, end of year
$12,463,632
Program services expenses (Part IX)
$20,377,270
Management and general expenses
$1,814,889
Fundraising expenses
$2,190,456
Program service expenses (Part III)
$20,377,270

Program services were 83.6% 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

  • MIKE BUTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • THOMAS DAUB

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • RAFAEL DE LA HOZ

    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

  • MARC GRANSON MD

    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

  • DONALD OUTING PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID PIPERATO

    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

  • MELANIE SANCHEZ-JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BILL SCHANINGER PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ERICA SURITA TRIMINIO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID LEWIS

    PRESIDENT

    Total calculated
    $297,012
    From this org
    $265,500
    From related orgs
    $0
    Other
    $31,512
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $225,000
    Bonus
    $40,500
    Other
    $0
    Deferred
    $15,750
    Nontaxable benefits
    $15,762
    Filer's total
    $297,012

  • MARCI LESKO

    EXECUTIVE VP, CIO, SECRETARY

    Total calculated
    $200,255
    From this org
    $167,835
    From related orgs
    $0
    Other
    $32,420
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $141,839
    Bonus
    $20,996
    Other
    $5,000
    Deferred
    $7,488
    Nontaxable benefits
    $24,932
    Filer's total
    $200,255

  • DEBRA KLOCEK

    VP, FINANCE & ADMIN/TREASURER

    Total calculated
    $150,112
    From this org
    $132,741
    From related orgs
    $0
    Other
    $17,371
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $115,840
    Bonus
    $16,901
    Other
    $0
    Deferred
    $8,159
    Nontaxable benefits
    $9,212
    Filer's total
    $150,112

  • PAUL HURD

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $212,637
    From this org
    $185,968
    From related orgs
    $0
    Other
    $26,669
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,994
    Bonus
    $37,474
    Other
    $2,500
    Deferred
    $10,253
    Nontaxable benefits
    $16,416
    Filer's total
    $212,637

  • JILL PEREIRA

    VP, EDUCATION & IMPACT

    Total calculated
    $158,442
    From this org
    $132,139
    From related orgs
    $0
    Other
    $26,303
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $115,316
    Bonus
    $16,823
    Other
    $0
    Deferred
    $8,071
    Nontaxable benefits
    $18,232
    Filer's total
    $158,442

  • LAUREN SHANAHAN

    AVP, STRATEGIC INITIATIVES

    Total calculated
    $119,913
    From this org
    $104,311
    From related orgs
    $0
    Other
    $15,602
    Hours/week
    37.5

  • HENRY TANGREDI

    AVP, STRATEGIC TECHNOLOGY

    Total calculated
    $131,482
    From this org
    $108,355
    From related orgs
    $0
    Other
    $23,127
    Hours/week
    37.5

  • LAURA MCHUGH

    VP, MARKETING & COMMUNICATIONS

    Total calculated
    $133,707
    From this org
    $122,493
    From related orgs
    $0
    Other
    $11,214
    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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441359349302479

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.