UNITED WAY OF THE CAPITAL REGION (EIN 231352095) - 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

1921

Legal Domicile

Principal Officer

Timothy Fatzinger

Phone

7177320700

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE CAPITAL REGION, founded in 1921, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $10.8M left a modest 9% surplus.

Mission

The mission of United Way of the Capital Region is to improve lives in Cumberland, Dauphin and Perry counties by identifying the most pressing community needs, finding solutions to those needs, and demonstrating how these solutions are making a difference.

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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 $10,106,808

Program Service Revenue $0

Investment Income $1,824,757

Other Revenue $0

TOTAL REVENUE $11,931,565

Expense Breakdown

Grants Paid $5,620,414

Salaries & Benefits $2,153,440

Fundraising Expenses $1,180,271

Program Expenses $8,803,167

Other Expenses $3,063,531

TOTAL EXPENSES $10,837,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,931,565	$10,251,608	+0.2%
Expenses	$10,837,385	$10,977,830	0.0%
Net Income	$1,094,180	$-726,222	-2.5%

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

2704

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
Timothy Fatzinger	President & CEO	40	Highest	$199,647	$17,705	$217,352
Stephanie McAuliffe	Senior Vice President of Community Impact & Annual Giving	40	Highest	$127,740	$24,041	$151,781
Jeanmarie Hegarty	Vice President of Finance & Support Services	40.00	Highest	$114,808	$31,401	$146,209
Rae Lynn Cox	Vice President of Communications & Donor Engagement	40	Highest	$105,736	$20,862	$126,598
Cate Barron	Board Member	1	Director	$0	$0	$0
John Campbell	Board Member	1	Director	$0	$0	$0
Dolly Lalvani	Vice Chair Governance	1	Officer Director	$0	$0	$0
Audrey Croley-Little	Board Member	1	Director	$0	$0	$0
Christopher Davis	Vice Chair Resource Development	1	Officer Director	$0	$0	$0
David Del Grosso	Board Member	1	Director	$0	$0	$0
Justin Davis	Board Member	1	Director	$0	$0	$0
Dr Bolanle Limann	Board Member	1	Director	$0	$0	$0
Karen Shriner	Board Member	1	Director	$0	$0	$0
Kathleen McKenzie	Chair	1	Officer Director	$0	$0	$0
Da'Laine Simpson	Board Member	1	Director	$0	$0	$0
Brian Jackson	Chair Elect	1	Officer Director	$0	$0	$0
Jennifer Esser	Secretary/Treasurer	1	Officer Director	$0	$0	$0
Michael Hussey	Vice Chair Community Impact	1	Officer Director	$0	$0	$0
Jodie Daubert	Board Member	1	Director	$0	$0	$0
Stephen Massini	Board Member	1	Director	$0	$0	$0
David Gibbons	Board Member	1	Director	$0	$0	$0
Karen Creasia Yarrish	Board Member	1	Director	$0	$0	$0
Edward Barben	Board Member	1	Director	$0	$0	$0
Patty Kim	Board Member	1	Director	$0	$0	$0
Jamar Johnson	Board Member	1	Director	$0	$0	$0
Jessica Whitmyer	Board Member	1	Director	$0	$0	$0
Valerie Pritchett	Board Member	1	Director	$0	$0	$0
Paul Navarro	Board Member	1	Director	$0	$0	$0
Abigail Fortino	Board Member	1	Director	$0	$0	$0
Tamara Willis	Board Member	1	Director	$0	$0	$0
Jeff Boland	Board Member	1	Director	$0	$0	$0
Anthony Worral	Board Member	1	Director	$0	$0	$0
Kyle Evans	Board Member	1	Director	$0	$0	$0
Wes Reohr	Board Member	1.00	Director	$0	$0	$0
Ryan Unger	Board Member	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	$11,931,565	$10,837,385	$30,611,310	$1,094,180
2024	$10,251,608	$10,977,830	$28,597,488	$-726,222
2023	$10,946,982	$11,371,158	$28,664,704	$-424,176
2023	$592,812	$1,222,787	$27,857,979	$-629,975
2022	$10,642,115	$9,930,116	$30,416,646	$711,999
2021	$11,704,239	$10,846,525	$30,472,545	$857,714
2020	$10,616,725	$10,802,479	$25,618,824	$-185,754
2019	$11,152,970	$10,515,440	$27,784,066	$637,530

UNITED WAY OF THE CAPITAL REGION