UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY

EIN: 231556045 501(c)(3) Philanthropy & Grantmaking

PHILADELPHIA, PA

Total Revenue
$27,028,337
Total Expenses
$25,244,739
Total Assets
$113,880,133
Net Assets
$103,086,718
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1921
Legal Domicile
PA
Phone
2156652500
Tax Period
2023-07-01 to 2024-06-30

UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY, founded in 1921, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $27.0M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $25.2M left a modest 7% surplus.

Mission

END INTERGENERATIONAL POVERTY IN OUR REGION BY HARNESSING, LEVERAGING AND STRATEGICALLY INVESTING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS.

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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 $16,840,178
Program Service Revenue $600
Investment Income $9,300,792
Other Revenue $886,767
TOTAL REVENUE $27,028,337

Expense Breakdown

Grants Paid $15,155,373
Salaries & Benefits $6,105,834
Fundraising Expenses $1,682,278
Program Expenses $20,132,106
Other Expenses $3,983,532
TOTAL EXPENSES $25,244,739

Year-over-Year Comparison

2023 2022 Change
Revenue $27,028,337 $23,154,345 +0.2%
Expenses $25,244,739 $28,388,825 -0.1%
Net Income $1,783,598 $-5,234,480 -1.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
30
Independent Members
30
Employees
52
Volunteers
949

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
9
$1,851,123
Total Directors
31
$0
Key Employees
1
$158,524
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN SALVESON BOARD MEMBER, BOARD CHAIR 1.0
Officer Director
$0 $0 $0
MARCEL PRATT BOARD MEMBER, SECRETARY 1.0
Officer Director
$0 $0 $0
ANN ARENA BOARD MEMBER 1.0
Director
$0 $0 $0
CHEKEMMA FULMORE-TOWNSEND BOARD MEMBER 1.0
Director
$0 $0 $0
CHRISTEN WOODS BOARD MEMBER 1.0
Director
$0 $0 $0
CLAIRE GREENWOOD BOARD MEMBER 1.0
Director
$0 $0 $0
DALILA WILSON-SCOTT BOARD MEMBER 1.0
Director
$0 $0 $0
DANIEL P BAUDER BOARD MEMBER (AS OF 07/2023) 1.0
Director
$0 $0 $0
DENNIS PULLIN BOARD MEMBER 1.0
Director
$0 $0 $0
ELIZABETH MURPHY BOARD MEMBER (THRU 12/2023) 1.0
Director
$0 $0 $0
ELLEN PATTERSON BOARD MEMBER 1.0
Director
$0 $0 $0
ERINN T CORBETT-WRIGHT BOARD MEMBER (AS OF 07/2023) 1.0
Director
$0 $0 $0
FRANCES A MCELHILL BOARD MEMBER 1.0
Director
$0 $0 $0
JIM BUCK BOARD MEMBER 1.0
Director
$0 $0 $0
JOHN CHIN BOARD MEMBER (AS OF 07/2023) 1.0
Director
$0 $0 $0
JOHN J LYNCH III BOARD MEMBER 1.0
Director
$0 $0 $0
KATHERINE KEEFE BOARD MEMBER (AS OF 07/2023) 1.0
Director
$0 $0 $0
LESLIE RICHARDS BOARD MEMBER 1.0
Director
$0 $0 $0
MARCUS ALLEN BOARD MEMBER 1.0
Director
$0 $0 $0
MELISSA GRIMM BOARD MEMBER 1.0
Director
$0 $0 $0
MICHAEL KERLIN BOARD MEMBER 1.0
Director
$0 $0 $0
OMAR WOODARD BOARD MEMBER 1.0
Director
$0 $0 $0
PETER HAAS BOARD MEMBER 1.0
Director
$0 $0 $0
RAKIA REYNOLDS BOARD MEMBER 1.0
Director
$0 $0 $0
ROBERT MCNEILL BOARD MEMBER 1.0
Director
$0 $0 $0
SARAH BOUCHARD BOARD MEMBER 1.0
Director
$0 $0 $0
SARAH HARRIS BOARD MEMBER 1.0
Director
$0 $0 $0
SHARMAIN MATLOCK-TURNER BOARD MEMBER 1.0
Director
$0 $0 $0
STEVEN GRABELL BOARD MEMBER 1.0
Director
$0 $0 $0
WILLIAM J CARISS BOARD MEMBER 1.0
Director
$0 $0 $0
WILLIAM L CONRAD BOARD MEMBER (AS OF 07/2023) 1.0
Director
$0 $0 $0
AMY LEICHNER CHIEF FINANCIAL OFFICER 37.5
Officer
$243,486 $22,840 $266,326
ERIKA JOY ERB CHIEF MARKETING & COMMUNICATIONS OFFICER 37.5
Officer
$173,412 $15,697 $189,109
JENNIFER R LARKIN CHIEF DEVELOPMENT OFFICER 37.5
Officer
$146,030 $28,845 $174,875
KATE HOUSTOUN CHIEF IMPACT OFFICER 37.5
Officer
$209,801 $31,455 $241,256
MICHAEL BANKS EXECUTIVE DIRECTOR & SENIOR ADVISOR 37.5
Officer
$228,086 $26,703 $254,789
TABITHA JENKINS GENERAL COUNSEL & CHIEF PEOPLE OFFICER 37.5
Officer
$232,764 $23,014 $255,778
WILLIAM A GOLDERER PRESIDENT & CEO 37.5
Officer
$449,831 $19,159 $468,990
ANDREA A ANDERSON CHIEF KNOWLEDGE OFFICER (THRU 09/2023) 37.5
Key Emp
$148,460 $10,064 $158,524
ALEXANDER HOFFMASTER DIRECTOR, MAJOR & PRINCIPAL GIVING 37.5
Highest
$119,294 $16,983 $136,277
ELIZABETH TORRES MANAGING DIRECTOR, ACCOUNTING 37.5
Highest
$149,281 $6,063 $155,344
JENNIFER EGMONT DIRECTOR, ENGAGEMENT & COMMUNICATIONS 37.5
Highest
$116,427 $28,792 $145,219
KELLY SHANNON WOODLAND MANAGING DIRECTOR, LEADERSHIP EQUITY 37.5
Highest
$164,243 $18,347 $182,590
MELISSA CULP MANAGING DIRECTOR, BUSINESS OPERATIONS 37.5
Highest
$143,823 $9,305 $153,128
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 $27,028,337 $25,244,739 $113,880,133 $1,783,598
2023 $23,154,345 $28,388,825 $114,678,858 $-5,234,480
2022 $23,240,167 $30,549,248 $111,398,154 $-7,309,081
2021 $64,689,585 $34,038,026 $139,410,618 $30,651,559
2020 $35,636,626 $38,781,020 $101,162,877 $-3,144,394
2019 $40,006,130 $39,720,330 $107,321,207 $285,800
2018 $52,159,856 $45,460,508 $106,085,350 $6,699,348
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