UNITED WAY OF YORK COUNTY (EIN 231352588) - 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

BRIAN GRIMM

Phone

7178430957

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF YORK COUNTY, founded in 1921, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 18% operating margin.

Mission

RAISED OVER $4.5 MILLION DOLLARS WHICH WAS DISTRIBUTED TO 65 LOCAL PROGRAMS OF 37 PARTNER AGENCIES THAT IMPACT COMMUNITY NEEDS IN AREAS OF EDUCATION, INCOME AND HEALTH AS WELL AS OTHER 501(C)(3) ORGANIZATIONS.

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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 $5,545,065

Program Service Revenue $0

Investment Income $269,203

Other Revenue $9,992

TOTAL REVENUE $5,824,260

Expense Breakdown

Grants Paid $2,314,000

Salaries & Benefits $1,579,533

Fundraising Expenses $747,169

Program Expenses $3,524,443

Other Expenses $863,174

TOTAL EXPENSES $4,756,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,824,260	$5,362,426	+0.1%
Expenses	$4,756,707	$5,311,197	-0.1%
Net Income	$1,067,553	$51,229	+19.8%

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

280

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

$319,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY WANNEMACHER	PAST CHAIR	5.00	Officer Director	$0	$0	$0
JULIAN TOLBERT	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
KIMBERLY BRISTER	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
ANDREW KOPLITZ	TREASURER	5.00	Officer Director	$0	$0	$0
WILLIAM HARTMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
KEITH NOLL	BOARD MEMBER	2.00	Director	$0	$0	$0
LEIGH ANN WILSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MYNECA OJO	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN EYSTER	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS DONLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
HAROLD MYERS JR	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS PARASKEVAKOS	BOARD MEMBER	2.00	Director	$0	$0	$0
DELMA RIVERA-LYTLE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOYCE SANTIAGO	BOARD MEMBER	2.00	Director	$0	$0	$0
GINA SPANGLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN BLECHER	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL HAUN	BOARD MEMBER	2.00	Director	$0	$0	$0
SULLY PINOS	BOARD MEMBER	2.00	Director	$0	$0	$0
CLAIR DOLL	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTOPHER NAYLOR	BOARD MEMBER (STARTED 9/30/24)	2.00	Director	$0	$0	$0
RUSSELL REESER	VP OF FINANCE & OPERATIONS	45.00	Officer	$119,583	$5,474	$125,057
BRIAN GRIMM	PRESIDENT/SECRETARY	45.00	Officer	$171,841	$22,378	$194,219
KIM ALVAREZ	VP OF DONOR RELATIONS	45.00	Highest	$112,845	$20,151	$132,996

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	$5,824,260	$4,756,707	$9,602,163	$1,067,553
2024	$5,362,426	$5,311,197	$8,574,895	$51,229
2023	$5,637,375	$5,836,061	$8,353,590	$-198,686
2022	$6,401,569	$5,637,744	$9,025,540	$763,825
2021	$5,548,803	$5,677,237	$9,665,543	$-128,434
2020	$5,995,311	$6,129,662	$7,865,298	$-134,351
2019	$6,508,865	$6,592,041	$8,738,830	$-83,176

UNITED WAY OF YORK COUNTY