UNITED WAY OF THE CAPITAL REGION

EIN: 231352095 501(c)(3) Philanthropy & Grantmaking

Enola, PA

Total Revenue
$11,931,565
Total Expenses
$10,837,385
Total Assets
$30,611,310
Net Assets
$26,678,487
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1921
Legal Domicile
PA
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

United Way of the Capital Region (United Way) is governed by a volunteer board of directors and works year-round to improve lives in counties of Cumberland, Dauphin and Perry, Pennsylvania. United Way accomplishes this by identifying the most pressing community needs, finding solutions to those needs and demonstrating how these solutions are making a difference. United Way of the Capital Region focuses on health, education, income and basic needs and helps support more than 70 programs and services to create solutions to the needs in our community.

Program Service Accomplishments

Program 1
Expenses: $6,914,511 Revenue: $0

The Community Impact and Fund Distribution program performs a periodic evaluation of community needs and engages community volunteers, experts in the community and program partners to determine how...

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The Community Impact and Fund Distribution program performs a periodic evaluation of community needs and engages community volunteers, experts in the community and program partners to determine how to distribute funds to address priority needs in the community, including basic needs in the areas of; food insecurity, domestic violence, emergency shelter, referrals to human services and case management.

Program 2
Expenses: $780,961 Revenue: $0

The Ready for School, Ready to Succeed program prepares children academically and socially for kindergarten, by engaging families and children with school readiness workshops, connecting families to...

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The Ready for School, Ready to Succeed program prepares children academically and socially for kindergarten, by engaging families and children with school readiness workshops, connecting families to affordable preschool programs and early intervention support services, and improving reading proficiency of program participants in the capital region.

Program 3
Expenses: $788,781 Revenue: $0

The Contact to Care program employs community health workers to assist un- and under-insured individuals in navigating the health care system, overcoming barriers to care and enrolling in an...

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The Contact to Care program employs community health workers to assist un- and under-insured individuals in navigating the health care system, overcoming barriers to care and enrolling in an insurance program. Contact to Care helps these individuals establish a primary medical home and connect to providers for dental, vision, and any necessary behavioral health services in order to decrease emergency room usage for non-urgent needs by program participants.

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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%)

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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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Governance

Voting Members
32
Independent Members
32
Employees
35
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
6
$0
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
4
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
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