UNITED WAY HUNTINGDON COUNTY INC (EIN 231555447) - 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

1937

Legal Domicile

Principal Officer

NICK NEWFIELD

Phone

8146433142

Tax Period

2024-03-01 to 2025-02-28

UNITED WAY HUNTINGDON COUNTY INC, founded in 1937, is a small nonprofit that reported $343K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 31% operating margin.

Mission

TO IMPROVE LIVES AND BUILD STRONGER COMMUNITIES WITHIN HUNTINGDON COUNTY, PA, BY RAISING FUNDS TO SUPPORT BENEFICIARY ORGANIZATIONS THAT SERVE THE PEOPLE OF HUNTINGDON COUNTY, PA

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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 $268,414

Program Service Revenue $0

Investment Income $10,471

Other Revenue $63,898

TOTAL REVENUE $342,783

Expense Breakdown

Grants Paid $138,309

Salaries & Benefits $53,802

Fundraising Expenses $53,495

Program Expenses $146,390

Other Expenses $43,387

TOTAL EXPENSES $235,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$342,783	$250,989	+0.4%
Expenses	$235,498	$282,149	-0.2%
Net Income	$107,285	$-31,160	-4.4%

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

395

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

$45,173

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHELLE HOPSICKER	EXECUTIVE DIRECTOR	40.00	Officer	$45,173	$0	$45,173
RICHARD IRVIN	DIRECTOR	1.00	Director	$0	$0	$0
MIRANDA PERUSO	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY KUMPF	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
LARRY CLOSZ	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS CISNEY JR	DIRECTOR	1.00	Director	$0	$0	$0
TIM GUISLER	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS PEACHEY	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
JARED WISE	DIRECTOR	1.00	Director	$0	$0	$0
TODD QUINTER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PRICE	DIRECTOR	1.00	Director	$0	$0	$0
ALAN BOYER	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN SHRINER	DIRECTOR	1.00	Director	$0	$0	$0
ETHAN WILT	DIRECTOR	1.00	Director	$0	$0	$0
JO ANNA SWOPE	VICE PRES PRESIDENT TO OCT2024	1.00	Officer Director	$0	$0	$0
JEFF HAYES	TREASURER FY 24-25	1.00	Officer Director	$0	$0	$0
ERIN HENSLER	SECRETARY	1.00	Officer 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	$342,783	$235,498	$646,711	$107,285
2024	$248,423	$281,731	$532,108	$-33,308
2024	$250,989	$282,149	$534,674	$-31,160
2023	$249,506	$327,648	$591,355	$-78,142
2022	$392,158	$361,192	$659,233	$30,966
2021	$377,559	$363,611	$633,349	$13,948
2020	$439,412	$394,353	$634,164	$45,059
2019	$428,204	$452,345	$605,380	$-24,141

UNITED WAY HUNTINGDON COUNTY INC