United Fund of Warren County Inc

EIN: 256003367 501(c)(3) Philanthropy & Grantmaking

Warren, PA

Total Revenue
$768,934
Total Expenses
$739,294
Total Assets
$1,841,813
Net Assets
$1,378,041
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1924
Legal Domicile
PA
Principal Officer
Lacey Hanson
Phone
8147260292
Tax Period
2024-04-01 to 2025-03-31

United Fund of Warren County Inc, founded in 1924, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $769K in total revenue in fiscal year 2024. Expenses of $739K left a modest 4% surplus.

Mission

To operate the annual United Fund Campaign, soliciting pledges from individuals, industry, and other organizations in Warren County. The funds are received and distributed to twenty community based nonprofit organizations in furtherance of community service 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 $740,504
Program Service Revenue $0
Investment Income $28,430
Other Revenue $0
TOTAL REVENUE $768,934

Expense Breakdown

Grants Paid $608,281
Salaries & Benefits $67,165
Fundraising Expenses $87,460
Program Expenses $618,281
Other Expenses $63,848
TOTAL EXPENSES $739,294

Year-over-Year Comparison

2024 2023 Change
Revenue $768,934 $770,813 0.0%
Expenses $739,294 $713,612 +0.0%
Net Income $29,640 $57,201 -0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
1
Volunteers
100

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
5
$61,922
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michelle Betts President 2.00
Officer Director
$0 $0 $0
Lisa To Vice-President 2.00
Officer Director
$0 $0 $0
Dr R Keith Price Vice-President 2.00
Officer Director
$0 $0 $0
Michael Barrett Director 1.00
Director
$0 $0 $0
Lindsey Kramer Director 1.00
Director
$0 $0 $0
Shawn Walker Director 1.00
Director
$0 $0 $0
Denise Whipp Director 1.00
Director
$0 $0 $0
Mike DelPrince Director 1.00
Director
$0 $0 $0
Marisa Smith Director 1.00
Director
$0 $0 $0
Beth Pellegrino Director 1.00
Director
$0 $0 $0
Annie Sharp Director 1.00
Director
$0 $0 $0
Emily Bennett Director 1.00
Director
$0 $0 $0
Ashley McBride Treasurer 2.00
Officer Director
$0 $0 $0
Andy Hanks Director 1.00
Director
$0 $0 $0
Callie Schwab Director 1.00
Director
$0 $0 $0
Carrie Chase Director 1.00
Director
$0 $0 $0
Jamie Nelson Director 1.00
Director
$0 $0 $0
Calynne Neff Director 1.00
Director
$0 $0 $0
Lacey Hanson Executive Director 40.00
Officer
$60,118 $1,804 $61,922
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 $768,934 $739,294 $1,841,813 $29,640
2024 $770,813 $713,612 $1,806,494 $57,201
2023 $765,863 $703,331 $1,671,674 $62,532
2022 $743,137 $685,720 $1,688,565 $57,417
2021 $707,960 $656,574 $1,624,569 $51,386
2020 $677,083 $684,264 $1,388,279 $-7,181
2019 $702,289 $705,562 $1,477,012 $-3,273
2018 $701,534 $689,790 $1,484,703 $11,744
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