United Way of Erie County (EIN 251053091) - 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

1970

Legal Domicile

Principal Officer

Sally Opferbeck

Phone

8144562937

Tax Period

2024-07-01 to 2025-06-30

United Way of Erie County, founded in 1970, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.1M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.2M, a strong 27% operating margin.

Mission

United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our 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 (2024)

Revenue Breakdown

Contributions & Grants $5,829,347

Program Service Revenue $247,894

Investment Income $1,988,203

Other Revenue $17,896

TOTAL REVENUE $8,083,340

Expense Breakdown

Grants Paid $1,079,676

Salaries & Benefits $3,092,485

Fundraising Expenses $426,236

Program Expenses $4,440,140

Other Expenses $1,745,905

TOTAL EXPENSES $5,918,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,083,340	$12,482,664	-0.4%
Expenses	$5,918,066	$5,219,102	+0.1%
Net Income	$2,165,274	$7,263,562	-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

367

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

$502,280

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laurie B Root	President	37.50	Officer	$159,382	$19,290	$178,672
Julie Chacona	CDO	37.50	Officer	$99,142	$15,381	$114,523
Michael Jaruszewicz	Senior VP	37.50	Officer	$98,572	$10,061	$108,633
Sally Opferbeck	VP of Fin & Adm	37.50	Officer	$89,832	$10,620	$100,452
Patricia Kennedy	Director	1.00	Director	$0	$0	$0
Anita Kuchcinski	Director	1.00	Director	$0	$0	$0
Seth Carter	Director	1.00	Director	$0	$0	$0
Eric Weislogel	Director	1.00	Director	$0	$0	$0
Katie Jones	Board Chair	2.00	Officer Director	$0	$0	$0
Mark J Kuhar	GovernanceChair	2.00	Officer Director	$0	$0	$0
April Murphy	Director	1.00	Director	$0	$0	$0
Brian J Polito	Director	1.00	Director	$0	$0	$0
Rhonda Matthews	Director	1.00	Director	$0	$0	$0
Lisa NeCastro	Director	1.00	Director	$0	$0	$0
Kevin Otteni	Director	1.00	Director	$0	$0	$0
Dana Zaphiris	Director	1.00	Director	$0	$0	$0
Corey Cook	Director	1.00	Director	$0	$0	$0
Christina L Bernatowicz	Director	1.00	Director	$0	$0	$0
Karen Surkala	Director	1.00	Director	$0	$0	$0
Robin Scheppner	Director	1.00	Director	$0	$0	$0
Chrisitine Drabic	Director	1.00	Director	$0	$0	$0
Lisa Slomski	Finance Chair	2.00	Officer 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	$8,083,340	$5,918,066	$40,746,068	$2,165,274
2024	$12,482,664	$5,219,102	$37,920,017	$7,263,562
2023	$6,093,880	$5,378,722	$29,437,984	$715,158
2022	$2,451,156	$2,721,019	$28,190,253	$-269,863
2021	$7,495,049	$4,580,348	$30,478,984	$2,914,701
2020	$4,396,769	$4,289,111	$25,069,141	$107,658
2019	$4,807,415	$4,980,328	$23,588,153	$-172,913
2018	$5,423,876	$6,289,306	$21,527,899	$-865,430

United Way of Erie County