CENTRE COUNTY UNITED WAY (EIN 251215290) - 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

1971

Legal Domicile

Principal Officer

MEGAN EVANS

Phone

8142388283

Tax Period

2024-04-01 to 2025-03-31

CENTRE COUNTY UNITED WAY, founded in 1971, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 8% surplus.

Mission

RAISE COMMUNITY FUNDS TO ALLOCATE AMONG MEMBER AGENCIES.

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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 $1,036,883

Program Service Revenue $1,074

Investment Income $331,327

Other Revenue $208,109

TOTAL REVENUE $1,577,393

Expense Breakdown

Grants Paid $900,000

Salaries & Benefits $299,447

Fundraising Expenses $136,128

Program Expenses $1,280,022

Other Expenses $248,888

TOTAL EXPENSES $1,448,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,577,393	$1,363,946	+0.2%
Expenses	$1,448,335	$1,555,800	-0.1%
Net Income	$129,058	$-191,854	-1.7%

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

2500

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

$145,041

Total Directors

$145,041

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNNE JOHNSON	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
DOUG WORKMAN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
RON BEYER	TREASURER	3.00	Officer Director	$0	$0	$0
JUDY PFLEEGOR	SECRETARY	3.00	Officer Director	$0	$0	$0
TAMA CAREY	FORMER BOARD CHAIR	1.00	Director	$0	$0	$0
CRAIG ROSE	FORMER SECRETARY	1.00	Director	$0	$0	$0
NANCY CHISWICK	DIRECTOR	1.00	Director	$0	$0	$0
CHAD FEATHER	DIRECTOR	1.00	Director	$0	$0	$0
ERNEST GREENE	DIRECTOR	1.00	Director	$0	$0	$0
LEAH GUY	DIRECTOR	1.00	Director	$0	$0	$0
LEVENT KAYA	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY KUNKEL	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MCCANN	DIRECTOR	1.00	Director	$0	$0	$0
JULIAN MORALES	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY OXENDALE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SAMPSELL	DIRECTOR	1.00	Director	$0	$0	$0
JANET SCHULENBERG	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA STECO	DIRECTOR	1.00	Director	$0	$0	$0
SARA THORNDIKE	DIRECTOR	1.00	Director	$0	$0	$0
LARY THORWART	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN WERNER	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN EVANS	EXECUTIVE DIRECTOR	40.00	Officer Director	$67,168	$27,013	$94,181
PAULA WILLIAMS	FORMER EXECUTIVE DIRECTOR	40.00	Officer Director	$45,433	$5,427	$50,860

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	$1,577,393	$1,448,335	$3,023,350	$129,058
2024	$1,363,946	$1,555,800	$3,130,894	$-191,854
2023	$1,634,259	$1,728,863	$3,184,052	$-94,604
2022	$1,828,319	$1,911,364	$3,377,298	$-83,045
2021	$1,759,083	$2,045,266	$3,610,906	$-286,183
2020	$1,902,120	$1,863,481	$3,613,295	$38,639
2018	$1,896,222	$1,805,207	$3,370,505	$91,015

CENTRE COUNTY UNITED WAY