COMMUNITY FOUNDATION OF WESTERN PENNSYLVANIA AND EASTERN OHIO

EIN: 251407396 501(c)(3) Philanthropy & Grantmaking

SHARON, PA

Total Revenue
$20,774,669
Total Expenses
$10,391,215
Total Assets
$131,728,395
Net Assets
$125,952,627
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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
PA
Principal Officer
KAREN WINNER-SED
Phone
7249815882
Tax Period
2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION OF WESTERN PENNSYLVANIA AND EASTERN OHIO, founded in 1981, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.8M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $10.4M, a strong 50% operating margin.

Mission

THE FOUNDATION IS A FLEXIBLE, YET PERMANENT SELECTION OF FUNDS SUPPORTED BY A WIDE RANGE OF DONORS. THE FOUNDATION HAS RELATIVE INDEPENDENCE TO DETERMINE THE BEST USE OF THOSE FUNDS TO MEET COMMUNITY NEEDS. THE FOUNDATION HAS A GOVERNING BOARD OF VOLUNTEERS, KNOWLEDGEABLE ABOUT THEIR COMMUNITY AND RECOGNIZED FOR THEIR INVOLVEMENT IN CIVIC AFFAIRS. THE FOUNDATION IS COMMITTED TO PROVIDE LEADERSHIP ON PERVASIVE COMMUNITY CHALLENGES, TO ASSIST DONORS TO IDENTIFY AND ATTAIN THEIR PHILANTHROPIC GOALS AND TO ADHERE TO A SENSE OF "COMMUNITY" THAT OVERRIDES INDIVIDUAL INTERESTS AND CONCERNS. THE FOUNDATION WILL IDENTIFY AND SUPPORT COMMUNITY-BASED CHARITABLE PURPOSES IN THE AREAS OF HEALTH, EDUCATION, ECONOMIC DEVELOPMENT, HUMAN SERVICES, HISTORICAL, CULTURAL, AND ENVIRONMENTAL ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $14,556,729
Program Service Revenue $42,430
Investment Income $5,694,559
Other Revenue $480,951
TOTAL REVENUE $20,774,669

Expense Breakdown

Grants Paid $7,988,195
Salaries & Benefits $821,198
Fundraising Expenses $205,533
Program Expenses $8,591,167
Other Expenses $1,581,822
TOTAL EXPENSES $10,391,215

Year-over-Year Comparison

2023 2022 Change
Revenue $20,774,669 $18,135,472 +0.1%
Expenses $10,391,215 $9,271,307 +0.1%
Net Income $10,383,454 $8,864,165 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
10
Volunteers
400

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
$273,027
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN WINNER SED PRESIDENT 1.00
Officer Director
$0 $0 $0
BILL STRIMBU VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
LEW KACHULIS TREASURER 1.00
Officer Director
$0 $0 $0
DORENE POWELL SECRETARY 1.00
Officer Director
$0 $0 $0
JAMES O'BRIEN ESQ DIRECTOR 1.00
Director
$0 $0 $0
RITA CLEMENTE DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH GABRIEL DIRECTOR 1.00
Director
$0 $0 $0
STEVE GURGOVITS DIRECTOR 1.00
Director
$0 $0 $0
RON ANDERSON DIRECTOR 1.00
Director
$0 $0 $0
SIMONAE LYLES DIRECTOR 1.00
Director
$0 $0 $0
JEFF MATHEWS DIRECTOR 1.00
Director
$0 $0 $0
ERNIE MAY DIRECTOR 1.00
Director
$0 $0 $0
ROBERT MILLER DIRECTOR 1.00
Director
$0 $0 $0
PAUL E O'BRIEN DIRECTOR 1.00
Director
$0 $0 $0
ROBERT SHERBONDY DIRECTOR 1.00
Director
$0 $0 $0
JAMES T WELLER SR DIRECTOR 1.00
Director
$0 $0 $0
KYLE ENGLISH EXECUTIVE DIRECTOR 40.00
Officer
$133,322 $14,262 $147,584
DENNIS J LIEB DIRECTOR OF FINANCE 40.00
Officer
$116,453 $8,990 $125,443
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
2024 No data No data No data No data
2023 $20,774,669 $10,391,215 $131,728,395 $10,383,454
2022 $18,135,472 $9,271,307 $110,760,070 $8,864,165
2021 $16,344,885 $8,840,766 $123,167,161 $7,504,119
2020 $13,305,209 $8,836,187 $113,267,922 $4,469,022
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