UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA (EIN 236684378) - 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

1981

Legal Domicile

Principal Officer

ADAM HOLLINGER

Phone

7172434805

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA, founded in 1981, is a small nonprofit that reported $101K in total revenue in fiscal year 2023. Expenses of $159K exceeded revenue, resulting in a 57% operating deficit.

Mission

TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY PROGRAMS.

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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 $33,195

Program Service Revenue $0

Investment Income $67,738

Other Revenue $0

TOTAL REVENUE $100,933

Expense Breakdown

Grants Paid $136,046

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,046

Other Expenses $22,728

TOTAL EXPENSES $158,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,933	$95,962	+0.1%
Expenses	$158,774	$147,762	+0.1%
Net Income	$-57,841	$-51,800	+0.1%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IVO OTTO	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
DAVID METZ	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
GERALD PIPER	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JANE BURKE	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
MELISSA KELSO	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
WILLIAM KEEN	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
N/A	CORPORATE TRUSTEE	1.00		$0	$0	$0
N/A	CORPORATE TRUSTEE	1.00		$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	$100,933	$158,774	$3,353,133	$-57,841
2023	$95,962	$147,762	$3,104,040	$-51,800
2022	$277,337	$146,281	$2,954,942	$131,056
2021	$160,841	$136,908	$3,336,910	$23,933
2020	$138,327	$134,013	$2,850,954	$4,314
2019	$413,180	$124,231	$2,835,270	$288,949

UNITED WAY ENDOWMENT FUND OF CARLISLE PENNSYLVANIA