UNITED WAY OF LANCASTER COUNTY (EIN 231352093) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1937

Legal Domicile

Principal Officer

KATE ZIMMERMAN

Phone

7173940731

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF LANCASTER COUNTY, founded in 1937, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.0M in total revenue in fiscal year 2024.

Mission

TO ADVANCE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF OUR COMMUNITY BY MOBILIZING RESOURCES, PEOPLE, AND ORGANIZATIONS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,792,746

Program Service Revenue $886,828

Investment Income $251,831

Other Revenue $85,769

TOTAL REVENUE $7,017,174

Expense Breakdown

Grants Paid $3,654,562

Salaries & Benefits $2,396,542

Fundraising Expenses $733,315

Program Expenses $6,071,877

Other Expenses $1,424,380

TOTAL EXPENSES $7,475,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,017,174	$6,627,869	+0.1%
Expenses	$7,475,484	$7,041,072	+0.1%
Net Income	$-458,310	$-413,203	+0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

2141

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

$184,973

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH RILEY	PRESIDENT/CHAIR	5.00	Officer Director	$0	$0	$0
MIKE FREY	VICE CHAIR, RESOURCE DEVELOPMENT	1.00	Officer Director	$0	$0	$0
VICTOR RAMOS	VICE CHAIR, MARKETING & COMMUNICATIONS	1.00	Officer Director	$0	$0	$0
MONIKA CHAP	VICE CHAIR, FINANCE	1.00	Officer Director	$0	$0	$0
MICHAEL DILLER	MEMBER	1.00	Director	$0	$0	$0
ROBERT GANTZ	MEMBER	1.00	Director	$0	$0	$0
ROBIN GOODSON	MEMBER	1.00	Director	$0	$0	$0
SALENA COACHMAN	MEMBER	1.00	Director	$0	$0	$0
STEPHEN NIELI	MEMBER	1.00	Director	$0	$0	$0
RAJI NAIR	MEMBER	1.00	Director	$0	$0	$0
TINA CITRO	MEMBER	1.00	Director	$0	$0	$0
RAKESH POPLI	MEMBER	1.00	Director	$0	$0	$0
WILLONDA MCCLOUD	VICE CHAIR, AT LARGE	1.00	Officer Director	$0	$0	$0
OLE HONGVANTHONG	MEMBER	1.00	Director	$0	$0	$0
JOSE LOPEZ	MEMBER	1.00	Director	$0	$0	$0
DEEPA BALEPUR	MEMBER	1.00	Director	$0	$0	$0
DEBORAH BRANDT	MEMBER	1.00	Director	$0	$0	$0
CALEB SETLOCK	SECRETARY	1.00	Officer Director	$0	$0	$0
BROOKE SMITH	VICE CHAIR, IMPACT	1.00	Officer Director	$0	$0	$0
BRIAN CARSON	MEMBER	1.00	Director	$0	$0	$0
ALISA JONES	MEMBER	1.00	Director	$0	$0	$0
AIDALIS LOPEZ	MEMBER	1.00	Director	$0	$0	$0
JENNIFER GROFF	MEMBER	1.00	Director	$0	$0	$0
KATE ZIMMERMAN	CEO/PRESIDENT	40.00	Officer	$139,416	$45,557	$184,973

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	$7,017,174	$7,475,484	$7,840,552	$-458,310
2024	$6,627,869	$7,041,072	$9,052,583	$-413,203
2023	$6,725,538	$7,375,859	$9,596,137	$-650,321
2022	$6,967,591	$5,702,516	$8,050,279	$1,265,075
2021	$6,314,775	$5,630,254	$8,532,432	$684,521
2020	$5,820,680	$6,449,654	$7,660,209	$-628,974
2019	$8,127,103	$6,831,120	$8,769,240	$1,295,983

UNITED WAY OF LANCASTER COUNTY