THE UNITED WAY OF THE SHIPPENSBURG AREA (EIN 232252366) - 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

1933

Legal Domicile

Principal Officer

KEVIN FAGUE

Phone

7175305317

Tax Period

2023-07-01 to 2024-06-30

THE UNITED WAY OF THE SHIPPENSBURG AREA, founded in 1933, is a small nonprofit that reported $207K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Net assets of $1.3M represent 74 months of operating reserves.

Mission

THE UNITED WAY OF THE SHIPPENSBURG AREA IS A UNIFIED FUND RAISING ORGANIZATION WHICH SOLICITES CHARITABLE DONATIONS FROM THE PUBLIC AND DISTRIBUTES SUCH FUNDS TO THE VARIOUS CHARITABLE, CIVIC, AND SOCIAL WELFARE ORGANIZATIONS OF THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $165,461

Program Service Revenue $0

Investment Income $42,005

Other Revenue $0

TOTAL REVENUE $207,466

Expense Breakdown

Grants Paid $185,807

Salaries & Benefits $0

Fundraising Expenses $16,486

Program Expenses $196,796

Other Expenses $42,171

TOTAL EXPENSES $227,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,466	$165,946	+0.3%
Expenses	$227,978	$212,394	+0.1%
Net Income	$-20,512	$-46,448	-0.6%

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

N/A

Volunteers

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

Total Directors

$13,441

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA VARNER	EXECUTIVE DI	10.00	Director	$13,441	$0	$13,441
WILLIAM AUGUST	DIRECTOR	1.00	Director	$0	$0	$0
MATT CRAMER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN FAGUE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON HENRY	DIRECTOR	1.00	Director	$0	$0	$0
DEREK HERB	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY KUBALA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA MOWEN	DIRECTOR	1.00	Director	$0	$0	$0
PATTI MURRAY	TREASURER	1.00	Officer Director	$0	$0	$0
RANDY O'DONNELL	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY ROTH	DIRECTOR	1.00	Director	$0	$0	$0
MADISON WHITFIELD	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$207,466	$227,978	$1,375,152	$-20,512
2023	$165,946	$212,394	$1,322,693	$-46,448
2022	$245,131	$190,008	$1,295,689	$55,123
2021	$259,905	$218,062	$1,545,603	$41,843
2020	$235,478	$253,635	$1,342,680	$-18,157
2019	$253,652	$231,994	$1,369,254	$21,658

THE UNITED WAY OF THE SHIPPENSBURG AREA