UNITED WAY OF THE GREATER LEHIGH VALLEY (EIN 232657933) - 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

1992

Legal Domicile

Principal Officer

KARA MOHSINGER

Phone

6108075755

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF THE GREATER LEHIGH VALLEY, founded in 1992, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $35.8M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 16% operating margin.

Mission

TO FIGHT FOR HEALTH, SAFETY AND EDUCATION OF EVERY PERSON IN THE GREATER LEHIGH VALLEY

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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 $34,550,792

Program Service Revenue $0

Investment Income $1,208,343

Other Revenue $0

TOTAL REVENUE $35,759,135

Expense Breakdown

Grants Paid $21,260,636

Salaries & Benefits $6,374,060

Fundraising Expenses $2,076,022

Program Expenses $25,389,972

Other Expenses $2,419,938

TOTAL EXPENSES $30,054,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,759,135	$28,502,147	+0.3%
Expenses	$30,054,634	$26,179,085	+0.1%
Net Income	$5,704,501	$2,323,062	+1.5%

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

2970

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

$709,603

Total Directors

$709,603

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE SAVAGE	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
DOROTA GASIENICA-KOZAK ESQ	IMMEDIATE PAST BOARD CHAIR	0.50	Officer Director	$0	$0	$0
ANNE BAUM	BOARD MEMBER	0.50	Director	$0	$0	$0
CAROL BIRKS EDD	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT BLAIR	BOARD MEMBER	0.50	Director	$0	$0	$0
MIKE BUTZ	BOARD MEMBER	0.50	Director	$0	$0	$0
VICKI DOULE	BOARD MEMBER	0.50	Director	$0	$0	$0
VERONICA GONZALEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURIE GOSTLEY HACKETT	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT GREEN	BOARD MEMBER	0.50	Director	$0	$0	$0
TRISHA HIGGINS CPA	BOARD MEMBER	0.50	Director	$0	$0	$0
JOANE HOCKENBURY	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMES IRWIN	BOARD MEMBER	0.50	Director	$0	$0	$0
DWAYNE JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
ERICA MELENDEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
DONALD OUTING PHD	BOARD MEMBER	0.50	Director	$0	$0	$0
TRACY PIAZZA	BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS RIPSAM	BOARD MEMBER	0.50	Director	$0	$0	$0
PETE RUGGIERO	BOARD MEMBER	0.50	Director	$0	$0	$0
TYRONE RUSSELL	BOARD MEMBER	0.50	Director	$0	$0	$0
MELANIE SANCHEZ-JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
JACK SILVA EDD	BOARD MEMBER	0.50	Director	$0	$0	$0
JILL WHEELER	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID LEWIS	IMMEDIATE PAST PRESIDENT	37.50	Officer Director	$220,499	$28,539	$249,038
MARCI LESKO	CHIEF EXECUTIVE OFFICER	37.50	Officer Director	$239,570	$36,180	$275,750
KARA MOHSINGER	CFO AND TREASURER	37.50	Officer Director	$165,219	$19,596	$184,815
PAUL HURD JR	CHIEF PHILANTHROPY OFFICER	37.50	Highest	$193,220	$30,345	$223,565
JILL PEREIRA	VP, STRATEGIC PARTNERSHIPS	37.50	Highest	$139,341	$33,620	$172,961
LAUREN SHANAHAN	AVP, STRATEGIC INITIATIVES	37.50	Highest	$111,698	$18,008	$129,706
LAURA MCHUGH	CHIEF ENGAGEMENT OFFICER	37.50	Highest	$153,311	$13,586	$166,897
ERIN CONNELLY	VP, IMPACT	37.50	Highest	$122,979	$32,336	$155,315

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	$35,759,135	$30,054,634	$23,388,165	$5,704,501
2024	$28,502,147	$26,179,085	$19,400,257	$2,323,062
2023	$23,450,202	$24,382,615	$19,328,525	$-932,413
2022	$25,966,681	$26,084,258	$15,393,137	$-117,577
2021	$20,846,633	$19,933,600	$16,496,210	$913,033
2020	$21,423,952	$21,110,570	$14,138,990	$313,382
2019	$17,874,535	$17,502,864	$14,091,103	$371,671
2018	$18,794,084	$16,677,651	$13,035,657	$2,116,433

UNITED WAY OF THE GREATER LEHIGH VALLEY