UNITED WAY OF CARLISLE & CUMBERLAND COUNTY

EIN: 231552261 501(c)(3) Philanthropy & Grantmaking

CARLISLE, PA

Total Revenue
$1,979,740
Total Expenses
$1,951,773
Total Assets
$3,002,372
Net Assets
$2,463,132
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
PA
Principal Officer
DAVID ZIMMERMAN
Phone
7172434805
Tax Period
2023-07-01 to 2024-06-30

UNITED WAY OF CARLISLE & CUMBERLAND COUNTY, founded in 1960, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO UNITE PEOPLE AND RESOURCES TO BUILD A STRONGER, HEALTHIER CARLISLE & CUMBERLAND COUNTY.

Program Service Accomplishments

Program 1
Expenses: $1,544,711 Revenue: $1,864

AS THE LEADERS IN COORDINATING RESOURCES TO MEET THE HUMAN SERVICE NEEDS OF OUR COMMUNITY, THE UNITED WAY OF CARLISLE & CUMBERLAND COUNTY WORKS WITH AN ARRAY OF COMMUNITY ORGANIZATIONS TO BUILD A...

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AS THE LEADERS IN COORDINATING RESOURCES TO MEET THE HUMAN SERVICE NEEDS OF OUR COMMUNITY, THE UNITED WAY OF CARLISLE & CUMBERLAND COUNTY WORKS WITH AN ARRAY OF COMMUNITY ORGANIZATIONS TO BUILD A STRONGER, HEALTHIER CARLISLE & CUMBERLAND COUNTY. TOGETHER, THEY ADDRESS LOCAL NEEDS AS THEY RELATE TO THE CRITICAL AREAS OF HEALTH, EDUCATION, FINANCIAL STABILITY AND SAFETY NET. AN ANNUAL CAMPAIGN RAISES NECESSARY FUNDS TO SUPPORT PROGRAMS THAT HELP ADDRESS THE COMMUNITY'S MOST PRESSING NEEDS. THE UNITED WAY RECEIVES FUNDING APPLICATIONS FROM PARTNER AGENCIES, WHICH ARE REVIEWED AND ASSESSED BY TRAINED COMMUNITY VOLUNTEERS TO ENSURE THAT THEY ADDRESS AND DEMONSTRATE POSITIVE, MEASURABLE RESULTS. FUNDING LEVELS ARE RECOMMENDED BY THE VOLUNTEERS AND APPROVED BY THE UNITED WAY OF CARLISLE & CUMBERLAND COUNTY'S BOARD.

Program 2
Expenses: $130,982

THE MISSION OF SUCCESS BY 6 IS TO ENSURE ALL CHILDREN ENTER KINDERGARTEN WELL PREPARED AND READY TO LEARN. SUCCESS BY 6 PROVIDES TRAINING AND MENTORING TO CHILD CARE PROVIDERS TO IMPROVE THE QUALITY...

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THE MISSION OF SUCCESS BY 6 IS TO ENSURE ALL CHILDREN ENTER KINDERGARTEN WELL PREPARED AND READY TO LEARN. SUCCESS BY 6 PROVIDES TRAINING AND MENTORING TO CHILD CARE PROVIDERS TO IMPROVE THE QUALITY OF CHILD CARE IN CARLISLE AND CUMBERLAND COUNTY. OUTREACH INITIATIVES INCLUDE: SCHOOL READINESS GROUPS, REAL MEN READ, REACH OUT AND READ, AND WEEK OF THE YOUNG CHILD. OUR GETTING READY FOR KINDERGARTEN CALENDAR IS DISTRIBUTED TO MORE THAN 70 SITES. SUCCESS BY 6 AWARDED 9 CHILDREN AND $42,320 IN SCHOLARSHIPS TO ATTEND HIGH-QUALITY PRE-SCHOOLS. BUSINESSES AND INDIVIDUALS DONATE TO SUCCESS BY 6 AS PART OF THE PRE-KINDERGARTEN EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM OF THE COMMONWEALTH OF PA AND THROUGH THE PAUL AND PATRICIA SCHOLARSHIP PROGRAM. SUCCESS BY 6 PAYS ONE-HALF OF THE TOTAL MONTHLY TUITION.

Program 3

THROUGHOUT THE HEATING SEASON (BEGINNING NOVEMBER 1 AND LASTING UNTIL FUNDS ARE DEPLETED), UNITED WAY OF CARLISLE & CUMBERLAND COUNTY PROVIDES EMERGENCY HEATING ASSISTANCE TO HOUSEHOLDS IN IMMEDIATE...

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THROUGHOUT THE HEATING SEASON (BEGINNING NOVEMBER 1 AND LASTING UNTIL FUNDS ARE DEPLETED), UNITED WAY OF CARLISLE & CUMBERLAND COUNTY PROVIDES EMERGENCY HEATING ASSISTANCE TO HOUSEHOLDS IN IMMEDIATE DANGER OF BEING WITHOUT HEAT. APPLICANTS MUST RESIDE IN CARLISLE, BOILING SPRINGS, MOUNT HOLLY SPRINGS, NEW KINGSTOWN, PLAINFIELD, OR NEWVILLE, AND HOUSEHOLD INCOME CANNOT EXCEED 200% OF THE FEDERAL POVERTY LEVEL. FOR THOSE THAT QUALIFY, CASH GRANTS ARE SENT DIRECTLY TO THE HEATING COMPANY. $4,406 WAS PROVIDED TO 9 HOUSEHOLDS.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,844,956
Program Service Revenue $405
Investment Income $98,110
Other Revenue $36,269
TOTAL REVENUE $1,979,740

Expense Breakdown

Grants Paid $1,460,672
Salaries & Benefits $312,473
Fundraising Expenses $83,209
Program Expenses $1,675,693
Other Expenses $178,628
TOTAL EXPENSES $1,951,773

Year-over-Year Comparison

2023 2022 Change
Revenue $1,979,740 $1,756,380 +0.1%
Expenses $1,951,773 $1,783,634 +0.1%
Net Income $27,967 $-27,254 -2.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
21
Independent Members
21
Employees
6
Volunteers
745

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
7
$121,885
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF BELL PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
KATIE CLARK SECRETARY 1.00
Officer Director
$0 $0 $0
SUSAN DWORSAK BOARD MEMBER 1.00
Director
$0 $0 $0
JOEL FLINCHBAUGH BOARD MEMBER 1.00
Director
$0 $0 $0
RODERICK FRAZIER BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF GAYMAN BOARD MEMBER 1.00
Director
$0 $0 $0
TITICHIA JACKSON BOARD MEMBER 1.00
Director
$0 $0 $0
MELISSA KELSO VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MAGGIE LIVELSBERGER BOARD MEMBER 1.00
Director
$0 $0 $0
SALIM MAKHLOUF BOARD MEMBER 1.00
Director
$0 $0 $0
BOB MCAVOY BOARD MEMBER 1.00
Director
$0 $0 $0
KELLY MURRAY BOARD MEMBER 1.00
Director
$0 $0 $0
ERIK OLSEN BOARD MEMBER 1.00
Director
$0 $0 $0
ELLEN PETERS BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL RIDENOUR BOARD MEMBER 1.00
Director
$0 $0 $0
CHAD SEARER BOARD MEMBER 1.00
Director
$0 $0 $0
LISA THOMAS BOARD MEMBER 1.00
Director
$0 $0 $0
DOTTIE WARNER BOARD MEMBER 1.00
Director
$0 $0 $0
LAUREL WILLIAMS PRESIDENT 1.00
Officer Director
$0 $0 $0
CORTNEY WOOLSLAYER BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID ZIMMERMAN TREASURER 1.00
Officer Director
$0 $0 $0
BRENDA KAUFMAN FINANCE DIRECTOR 25.00
Officer
$35,068 $3,508 $38,576
LUCY ZANDER EXECUTIVE DIRECTOR 40.00
Officer
$66,475 $16,834 $83,309
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 No data No data No data No data
2024 $1,979,740 $1,951,773 $3,002,372 $27,967
2023 $1,756,380 $1,783,634 $2,835,944 $-27,254
2022 $1,921,256 $1,842,502 $2,697,499 $78,754
2021 $2,007,395 $1,962,188 $2,970,451 $45,207
2020 $1,859,111 $1,788,380 $2,729,786 $70,731
2019 $1,670,533 $1,779,554 $2,663,920 $-109,021
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