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)

4 risk indicators measuring financial stability and operational resilience

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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.

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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 (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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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

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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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