UNITED WAY OF SOUTHERN CHESTER COUNTY (EIN 231260899) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

DARCIE MARTIN

Phone

6104444357

Tax Period

2024-09-01 to 2025-08-31

UNITED WAY OF SOUTHERN CHESTER COUNTY, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $992K in total revenue in fiscal year 2024.

Mission

OUR MISSION IS TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER AND RESOURCES OF OUR COMMUNITY; TO PROVIDE LOCAL NON-PROFIT AGENCIES WITH NEEDED FINANCIAL, PROFESSIONAL, AND STRATEGIC SUPPORT; AND TO ENSURE THAT CONTRIBUTIONS FUND PROGRAMS THAT EFFECTIVELY MOVE PEOPLE FROM CRISIS TO INDEPENDENCE. WE ACCOMPLISH THIS BY ALLOCATING FUNDS RAISED TO PROGRAMS REVIEWED AND SELECTED BY VOLUNTEER PANELS FOR THEIR EFFECTIVE PERFORMANCE AND MEASURABLE RESULTS. OTHER SERVICE PROGRAMS ARE IDENTIFYING UNMET NEEDS AND CREATING PILOT PROGRAMS TO ADDRESS THOSE NEEDS, PROVIDING INFORMATION AND REFERRAL SERVICES FOR PEOPLE IN NEED, MENTORING NONPROFIT AGENCIES, AND COORDINATING VOLUNTEER ACTIVITIES. WE DO ALL THIS WHILE MAINTAINING THE HIGHEST STANDARDS OF EXCELLENCE IN ETHICS AND INTEGRITY TO ENSURE SUCCESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $886,709

Program Service Revenue $0

Investment Income $105,794

Other Revenue $-879

TOTAL REVENUE $991,624

Expense Breakdown

Grants Paid $658,287

Salaries & Benefits $206,816

Fundraising Expenses $1,551

Program Expenses $888,814

Other Expenses $130,448

TOTAL EXPENSES $995,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$991,624	$1,038,946	0.0%
Expenses	$995,551	$1,123,363	-0.1%
Net Income	$-3,927	$-84,417	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

258

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARCIE MARTIN	CEO	40.00	Officer	$0	$0	$0
CRAIG BLECHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LORRAINE MCCLAIN	VP - ALLOCAT	1.00	Officer Director	$0	$0	$0
TINA KRAVETZ	VP - BOARD D	1.00	Officer Director	$0	$0	$0
SAILAJA MOKKAPATI	VP - CAMPAIG	1.00	Officer Director	$0	$0	$0
JERRY POE	VP - COMMUNI	1.00	Officer Director	$0	$0	$0
KATHY WILLARD	VP - MARKETI	1.00	Officer Director	$0	$0	$0
TOM AKANA	VP - POLICY	1.00	Officer Director	$0	$0	$0
JON MIERITZ	TREASURER	1.50	Officer Director	$0	$0	$0
MARY CROWLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHY FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
WILLA HIGHTOWER	DIRECTOR	1.00	Director	$0	$0	$0
RICK OLSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW SAUDER	DIRECTOR	1.00	Director	$0	$0	$0
FRANKLIN SILVA	DIRECTOR	1.00	Director	$0	$0	$0
TRACY WISE	DIRECTOR	1.00	Director	$0	$0	$0
DEDE CIMINI	DIRECTOR	1.00	Director	$0	$0	$0
BELINDA HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
RUKMINI LOBO	DIRECTOR	1.00	Director	$0	$0	$0
KATIE MANIS	DIRECTOR	1.00	Director	$0	$0	$0
SOYICA WHITE	DIRECTOR	1.00	Director	$0	$0	$0
JIM GRANT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HENLEY	DIRECTOR	1.00	Director	$0	$0	$0
ANABEL PICHLER	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$991,624	$995,551	$1,349,547	$-3,927
2024	$1,038,946	$1,123,363	$1,465,836	$-84,417
2023	$1,026,561	$1,111,069	$1,367,145	$-84,508
2022	$1,214,148	$1,189,855	$1,422,634	$24,293
2021	$1,226,982	$1,136,171	$1,599,562	$90,811
2020	$1,251,331	$1,173,816	$1,358,385	$77,515
2019	$1,061,716	$1,084,474	$1,260,718	$-22,758
2018	$1,161,799	$1,150,244	$1,328,562	$11,555

UNITED WAY OF SOUTHERN CHESTER COUNTY