THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA

EIN: 251043578 501(c)(3) Philanthropy & Grantmaking

PITTSBURGH, PA

Total Revenue
$38,540,763
Total Expenses
$32,663,476
Total Assets
$92,377,630
Net Assets
$75,756,404
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
PA
Principal Officer
BOBBI WATT GEER PHD
Phone
4122616010
Tax Period
2024-07-01 to 2025-06-30

THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $38.5M in total revenue in fiscal year 2024. The organization ran a surplus of $5.9M, a strong 15% operating margin.

Mission

UNITED WAY LEADS AND MOBILIZES THE CARING POWER OF INDIVIDUALS, THE BUSINESS COMMUNITY AND ORGANIZATIONS TO HELP PEOPLE IN NEED MEASURABLY IMPROVE THEIR LIVES, CREATING LONG LASTING CHANGE FOR THE BETTERMENT OF RESIDENTS IN ALLEGHENY, ARMSTRONG, BUTLER, FAYETTE AND WESTMORELAND COUNTIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $31,911,998
Program Service Revenue $3,934,916
Investment Income $2,683,538
Other Revenue $10,311
TOTAL REVENUE $38,540,763

Expense Breakdown

Grants Paid $16,912,356
Salaries & Benefits $8,853,181
Fundraising Expenses $3,787,129
Program Expenses $26,452,645
Other Expenses $6,897,939
TOTAL EXPENSES $32,663,476

Year-over-Year Comparison

2024 2023 Change
Revenue $38,540,763 $36,410,338 +0.1%
Expenses $32,663,476 $33,616,325 0.0%
Net Income $5,877,287 $2,794,013 +1.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
68
Independent Members
68
Employees
118
Volunteers
5231

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
5
$1,021,092
Total Directors
68
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STACY M JUCHNO BOARD CHAIR 1.00
Officer Director
$0 $0 $0
CURTIS AIKEN BOARD MEMBER 1.00
Director
$0 $0 $0
KENNETH J ALTEMUS BOARD MEMBER 1.00
Director
$0 $0 $0
ALICIA ANDREWS MPA MSW BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE APOSTOLOU BOARD MEMBER 1.00
Director
$0 $0 $0
KENNY BONUS CPA BOARD MEMBER 1.00
Director
$0 $0 $0
BROOKS BROADHURST BOARD MEMBER 1.00
Director
$0 $0 $0
KERI BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINE BRYANT BOARD MEMBER 1.00
Director
$0 $0 $0
RAYMOND W BUEHLER JR BOARD MEMBER 1.00
Director
$0 $0 $0
JAYME L BUTCHER BOARD MEMBER 1.00
Director
$0 $0 $0
FRANCINE B CAMERON CPA MBA BOARD MEMBER (UNTIL 12/11/24) 1.00
Director
$0 $0 $0
FRANKLIN CARDENAS BOARD MEMBER (UNTIL 4/1/25) 1.00
Director
$0 $0 $0
FERNANDO CECCARELLI BOARD MEMBER 1.00
Director
$0 $0 $0
JEFFERY P CRAFT BOARD MEMBER 1.00
Director
$0 $0 $0
ZAIRA CRUZ MELENDEZ BOARD MEMBER 1.00
Director
$0 $0 $0
MARIS DAUER BOARD MEMBER (UNTIL 6/10/25) 1.00
Director
$0 $0 $0
ROBERT A DEMICHIEI BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL R DENOVE BOARD MEMBER 1.00
Director
$0 $0 $0
GRANT FLEMING CFP BOARD MEMBER 1.00
Director
$0 $0 $0
KIM TILLOTSON FLEMING BOARD MEMBER (UNTIL 12/11/24) 1.00
Director
$0 $0 $0
ANNE FOULKES BOARD MEMBER 1.00
Director
$0 $0 $0
JOSIAH GILLIAM BOARD MEMBER 1.00
Director
$0 $0 $0
MEGAN GILSON BOARD MEMBER 1.00
Director
$0 $0 $0
GRETCHEN R HAGGERTY BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM HALDEMAN BOARD MEMBER 1.00
Director
$0 $0 $0
HAYLEY A HALDEMAN BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD J HARSHMAN BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID B HEATON BOARD MEMBER 1.00
Director
$0 $0 $0
DIANE P HOLDER BOARD MEMBER 1.00
Director
$0 $0 $0
AARON HORSFIELD BOARD MEMBER (UNTIL 6/10/25) 1.00
Director
$0 $0 $0
KATHY W HUMPHREY PHD BOARD MEMBER (UNTIL 6/10/25) 1.00
Director
$0 $0 $0
ERIN ISLER BOARD MEMBER 1.00
Director
$0 $0 $0
JUSTIN KAUFMAN BOARD MEMBER 1.00
Director
$0 $0 $0
REBEKAH BYERS KCEHOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
KATHARINE EAGAN KELLEMAN BOARD MEMBER 1.00
Director
$0 $0 $0
DARRIN KELLY BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH E KRISHER CPA CGFM BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN L LARRIMER BOARD MEMBER 1.00
Director
$0 $0 $0
DAN LAVALLEE BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID LYNN BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF MALLORY EDD BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID J MALONE BOARD MEMBER 1.00
Director
$0 $0 $0
LEE MCCHESNEY BOARD MEMBER (UNTIL 3/19/25) 1.00
Director
$0 $0 $0
CHRISTOPHER MCCOMISH BOARD MEMBER 1.00
Director
$0 $0 $0
CRYSTAL MCCORMICK-WARE BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES J MCQUADE BOARD MEMBER 1.00
Director
$0 $0 $0
LAURA NK MILLER ESQ BOARD MEMBER 1.00
Director
$0 $0 $0
TAMRA E MINNIER RN MSN FACHE BOARD MEMBER 1.00
Director
$0 $0 $0
MYAH MOORE IRICK CHFC BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINA MORASCYZK BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY NALLY BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES D NEWELL BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD NOVAK BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL A ONORATO BOARD MEMBER 1.00
Director
$0 $0 $0
JAKE PLOEGER BOARD MEMBER 1.00
Director
$0 $0 $0
DEBORAH L RICE-JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
BARRY ROBINSON BOARD MEMBER 1.00
Director
$0 $0 $0
ARTHUR J ROONEY II BOARD MEMBER 1.00
Director
$0 $0 $0
CATHERINE RYAN BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES R SEGERDAHL BOARD MEMBER 1.00
Director
$0 $0 $0
ALICE SOX BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN D THOMPSON CPA BOARD MEMBER 1.00
Director
$0 $0 $0
MARK TWERDOK BOARD MEMBER 1.00
Director
$0 $0 $0
TOM VANKIRK BOARD MEMBER 1.00
Director
$0 $0 $0
DONALD VIGLIOTTI BOARD MEMBER 1.00
Director
$0 $0 $0
MARC WILLIAMS BOARD MEMBER 1.00
Director
$0 $0 $0
MOST REVEREND DAVID A ZUBIK BOARD MEMBER 1.00
Director
$0 $0 $0
BOBBI WATT GEER PHD PRESIDENT & CEO 40.00
Officer
$332,748 $97,053 $429,801
LINDA JONES SVP & SECRETARY 40.00
Officer
$177,375 $62,171 $239,546
LEONARD HAWKINS CFO & TREASURER 40.00
Officer
$171,224 $47,256 $218,480
JOE WELSH ASSISTANT SECRETARY & SENIOR DIRECTOR OF OPERATION 40.00
Officer
$95,807 $37,458 $133,265
NEIL DIBIASE CHIEF STRATEGY OFFICER 40.00
Highest
$146,204 $25,166 $171,370
CATHERINE JULIAN CHIEF MARKETING OFFICER 40.00
Highest
$132,727 $36,601 $169,328
SALLY ELLWEIN CHIEF PROGRAM AND POLICY OFFICER 40.00
Highest
$117,593 $32,032 $149,625
AMY FRANZ REGIONAL VICE PRESIDENT 40.00
Highest
$120,283 $27,154 $147,437
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 $38,540,763 $32,663,476 $92,377,630 $5,877,287
2024 $36,410,338 $33,616,325 $83,597,297 $2,794,013
2023 $36,607,504 $34,630,646 $78,228,919 $1,976,858
2022 $41,142,392 $38,008,664 $71,821,513 $3,133,728
2021 $53,624,606 $41,987,504 $76,936,352 $11,637,102
2020 $44,115,100 $38,843,606 $60,269,380 $5,271,494
2019 $41,788,306 $39,871,041 $54,240,024 $1,917,265
2018 $38,800,845 $38,439,035 $54,169,901 $361,810
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