CENTRE COUNTY UNITED WAY

EIN: 251215290 501(c)(3)

STATE COLLEGE, PA

Total Revenue
$1,577,393
Total Expenses
$1,448,335
Total Assets
$3,023,350
Net Assets
$2,966,282
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
PA
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

TO IMPROVE LIVES BY PRIORITIZING NEEDS AND MOBILIZING HUMAN AND FINANCIAL RESOURCES TO POSITIVELY IMPACT THE EDUCATION, FINANCIAL STABILITY, AND PHYSICAL AND EMOTIONAL HEALTH OF OUR NEIGHBORS.

Program Service Accomplishments

Program 1
Expenses: $345,606 Revenue: $290

HEALTH: PROVIDE ACCESS TO HEALTH CARE AND PREVENTION PROGRAMS FOR THOSE WHO HAVE DIFFICULTY PROVIDING FOR THEMSELVES. MEASURABLE OUTCOMES INCLUDE: 1) EARLY DIAGNOSIS AND TREATMENT OF SIGHT LOSS...

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HEALTH: PROVIDE ACCESS TO HEALTH CARE AND PREVENTION PROGRAMS FOR THOSE WHO HAVE DIFFICULTY PROVIDING FOR THEMSELVES. MEASURABLE OUTCOMES INCLUDE: 1) EARLY DIAGNOSIS AND TREATMENT OF SIGHT LOSS, CANCER, AND SEXUALLY TRANSMITTED DISEASE; 2) APPROPRIATE AND COMPASSIONATE END-OF-LIFE CARE; 3) INTEGRATION OF THE DISABLED INTO DAY CARE, SCHOOL AND THE WORK PLACE; 4) PLANNED CRISIS RESPONSE TO MEDICAL EMERGENCIES AND NATURAL DISASTER.

Program 2
Expenses: $486,408 Revenue: $408

EDUCATION: PROVIDE ACCESS TO PRE-K AND AFTER SCHOOL PROGRAMS THAT ENCOURAGE SUCCESSFUL TRANSITION TO KINDERGARTEN, PROVIDE EARLY DIAGNOSIS OF LEARNING DISORDERS, AND IMPROVE LITERACY SKILLS AMONG...

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EDUCATION: PROVIDE ACCESS TO PRE-K AND AFTER SCHOOL PROGRAMS THAT ENCOURAGE SUCCESSFUL TRANSITION TO KINDERGARTEN, PROVIDE EARLY DIAGNOSIS OF LEARNING DISORDERS, AND IMPROVE LITERACY SKILLS AMONG ADULTS. MEASURABLE OUTCOMES INCLUDE: 1) ATTAINMENT OF KINDERGARTEN-LEVEL READING, WRITING, MATH AND SOCIAL SKILLS; 2) IDENTIFICATION OF LEARNING DISORDERS AND PLACEMENT IN APPROPRIATE SUPPORT PROGRAMS; 3) IMPROVED LITERACY FOR ALL AGES, AGE APPROPRIATE SOCIAL AND SELF-MANAGEMENT SKILLS.

Program 3
Expenses: $448,008 Revenue: $376

FINANCIAL STABILITY PROVIDES SUPPORT IN MANAGING CRISIS RELATED TO FINANCIAL STABILITY AND SUPPORT IN UNDERSTANDING MONEY INVESTMENT AND MANAGEMENT. MEASURABLE OUTCOMES INCLUDE: 1) SAFE AND WARM...

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FINANCIAL STABILITY PROVIDES SUPPORT IN MANAGING CRISIS RELATED TO FINANCIAL STABILITY AND SUPPORT IN UNDERSTANDING MONEY INVESTMENT AND MANAGEMENT. MEASURABLE OUTCOMES INCLUDE: 1) SAFE AND WARM LIVING ENVIRONMENT; 2) PREVENTION OF LOSS OF HOME; 3) FOOD SECURITY; 4) APPROPRIATE MANAGEMENT OF LIMITED INCOME; 5) CONNECTION TO APPROPRIATE LONG-TERM SUPPORT PROGRAMS.

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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 $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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Liquidity & Cash Position

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Governance

Voting Members
23
Independent Members
23
Employees
4
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
6
$145,041
Total Directors
23
$145,041
Key Employees
0
$0
Highest Compensated
0
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
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