UNITED WAY OF INDIANA COUNTY

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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

1959

Legal Domicile

Principal Officer

JOE FISHELL

Phone

7244630277

Tax Period

2024-04-01 to 2025-03-31

UNITED WAY OF INDIANA COUNTY, founded in 1959, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $740K in total revenue in fiscal year 2024. Expenses of $876K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE MISSION OF THE UNITED WAY OF INDIANA COUNTY IS TO MEET CRITICAL NEEDS AND IMPROVE THE QUALITY OF LIFE THROUGHOUT INDIANA COUNTY BY INSPIRING AND UNITING ITS RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $790,320

PROVIDED FINANCIAL SUPPORT AND GUIDANCE FOR PROGRAMS OFFERED BY AGENCIES THAT DELIVER SERVICES ADDRESSING CRITICAL LOCAL ISSUES FOR INDIVIDUALS AND FAMILIES IN INDIANA COUNTY, PA. PROVIDED COMMUNITY LEADERSHIP AND HELPED MOBILIZE AND LEVERAGE RESOURCES THROUGH SPECIAL INITIATIVES PROVIDING MEASURABLE COLLABORATION AMONG HEALTH AND HUMAN SERVICE AGENCIES SERVING THE COUNTY.

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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 $691,518

Program Service Revenue $0

Investment Income $45,406

Other Revenue $3,082

TOTAL REVENUE $740,006

Expense Breakdown

Grants Paid $339,847

Salaries & Benefits $263,728

Fundraising Expenses $15,995

Program Expenses $790,320

Other Expenses $272,052

TOTAL EXPENSES $875,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$740,006	$773,291	0.0%
Expenses	$875,627	$734,551	+0.2%
Net Income	$-135,621	$38,740	-4.5%

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

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
CHRIS ADAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA BEREZANSKY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BUELL	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA DICICCO	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN GANDOLFI	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HEINRICH	DIRECTOR	1.00	Director	$0	$0	$0
PAULA HENCEL	SECRETARY	1.00	Officer Director	$0	$0	$0
SHERENE HESS	DIRECTOR	1.00	Director	$0	$0	$0
ROB HOHN	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTY HOLNAIDER	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON KIMMEL	DIRECTOR	1.00	Director	$0	$0	$0
KRIS LEVAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
AARON LUDWIG	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCDERMOTT	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA MUIR	DIRECTOR	1.00	Director	$0	$0	$0
WENDY NEWCOMER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN NICHOLSON	DIRECTOR	1.00	Director	$0	$0	$0
SARAH RAMER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE RESCENETE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES RICKARD	DIRECTOR	1.00	Director	$0	$0	$0
CLINTON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER VAN WIEREN	DIRECTOR	1.00	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	$740,006	$875,627	$1,461,689	$-135,621
2024	$773,291	$734,551	$1,461,187	$38,740
2023	$722,190	$668,754	$1,391,531	$53,436
2022	$637,486	$547,184	$1,354,569	$90,302
2021	$599,627	$517,387	$1,352,698	$82,240
2020	$604,173	$632,437	$1,311,134	$-28,264
2019	$574,237	$470,979	$1,250,310	$103,258
2018	$548,869	$487,458	$1,202,622	$61,411