POCONO MOUNTAINS UNITED WAY

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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

1945

Legal Domicile

Principal Officer

CHRIS BARRETT

Phone

5705173953

Tax Period

2024-07-01 to 2025-06-30

POCONO MOUNTAINS UNITED WAY, founded in 1945, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2024. Expenses of $2.7M left a modest 7% surplus.

Mission

POCONO MOUNTAINS UNITED WAY'S MISSION IS TO ENGAGE AND MOBILIZE RESOURCES TO IMPROVE LIVES THROUGH ACCELERATED COMMUNITY CHANGE.

Program Service Accomplishments

Program 1

Expenses: $2,422,182

OUR PROGRAMS AND SERVICES FOCUS ON EDUCATION, FINANCIAL MOBILITY, AND HEALTH, AS PROVIDED THROUGH FUNDING AND SUPPORT WITH OUR SOCIAL SERVICE AGENCY PARTNERS IN MONROE COUNTY, PA. IN FISCAL YEAR...

OUR PROGRAMS AND SERVICES FOCUS ON EDUCATION, FINANCIAL MOBILITY, AND HEALTH, AS PROVIDED THROUGH FUNDING AND SUPPORT WITH OUR SOCIAL SERVICE AGENCY PARTNERS IN MONROE COUNTY, PA. IN FISCAL YEAR 2024-2025: 110 HOUSEHOLDS WERE SERVED THROUGH OUR RENTAL ASSISTANCE PROGRAMS, 130 HOUSEHOLDS WERE SERVED THROUGH EVICTION MEDIATION OR HOUSING COUNSELING, 4,912 INDIVIDUALS WERE ASSISTED THROUGH POCONOINFO, MONROE COUNTY'S INFORMATION & REFERRAL HELPLINE.SEE ADDITIONAL INFORMATION ON SCHEDULE O. 500 CHILDREN ATTENDED THE SUMMER STEAMR PROGRAM, 450 CHILDREN RECEIVED BOOKS THROUGH THE DOLLY PARTON IMAGINATION LIBRARY, 51 STUDENTS PARTICIPATED IN GENERATION NEXT, 4,039 SCREENINGS WERE CONDUCTED FOR CHILDREN AGES 0-5, 51 CHILDREN AND THEIR FAMILIES WERE SERVED THROUGH THE SMILE IN-HOME MENTORING PROGRAM, 2,520 BACKPACKS WERE DISTRIBUTED INTO THE COMMUNITY, 143 PARTICIPANTS PARTICIPATED IN FIRE SAFETY TRAININGS

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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 $2,859,820

Program Service Revenue $0

Investment Income $78,931

Other Revenue $12,608

TOTAL REVENUE $2,951,359

Expense Breakdown

Grants Paid $483,307

Salaries & Benefits $1,049,848

Fundraising Expenses $139,127

Program Expenses $2,422,182

Other Expenses $1,213,776

TOTAL EXPENSES $2,746,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,951,359	$2,782,674	+0.1%
Expenses	$2,746,931	$2,663,499	+0.0%
Net Income	$204,428	$119,175	+0.7%

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

350

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

$293,662

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BARRETT	CHAIR	2.00	Officer Director	$0	$0	$0
TIM KRESGE	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMIE SCHMEELK	TREASURER	2.00	Officer Director	$0	$0	$0
BEN MAY	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MIGUEL BARBOSA	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTA CACERES	DIRECTOR	2.00	Director	$0	$0	$0
JILL D'ALESSANDRO	DIRECTOR	2.00	Director	$0	$0	$0
DON HANNING	DIRECTOR	2.00	Director	$0	$0	$0
DEBBIE KULICK	DIRECTOR	2.00	Director	$0	$0	$0
DAVE MAKARSKY	DIRECTOR	2.00	Director	$0	$0	$0
LAURA PASTORE	DIRECTOR	2.00	Director	$0	$0	$0
RICH SCHLAMEUSS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL SHERMAN	DIRECTOR	2.00	Director	$0	$0	$0
LYMAN WINNER	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL TUKEVA	PRESIDENT/CEO	40.00	Officer	$144,375	$33,344	$177,719
SARAH JACOBI	VICE PRESIDENT	40.00	Officer	$102,518	$13,425	$115,943

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	$2,951,359	$2,746,931	$4,096,846	$204,428
2024	$2,782,674	$2,663,499	$3,764,826	$119,175
2023	$3,043,821	$2,815,346	$3,632,497	$228,475
2022	$3,015,261	$2,607,625	$3,498,176	$407,636
2021	$2,797,053	$3,024,034	$4,145,622	$-226,981
2020	$2,484,990	$1,567,301	$3,348,155	$917,689
2019	$1,235,837	$1,199,608	$2,427,897	$36,229
2018	$957,512	$1,003,300	$1,441,731	$-45,788