United Way of Pennsylvania

Nonprofit profile at a glance

EIN
231672348
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Harrisburg, PA, USA
Phone
7172387365
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$3,479,525
Expenses
$3,025,409
Assets
$2,379,643
Liabilities
$364,662

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

34 people listed

Executive titles in this filing

  • KRISTEN ROTZ (SECRETARY/PRESIDENT)

Highest reported compensation

  • KRISTEN ROTZ (SECRETARY/PRESIDENT): $156,288 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To champion united way as a leader and partner in building more financially resilient families and thriving communities throughout Pennsylvania

What it reported doing in 2025

Building a statewide network for local united ways to enhance their collective achievement; delivering resources, including training and networking opportunities, that increase member united ways' capacity to serve their community; and advocacy on policy issues related to health, income, education and nonprofit viability.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 67% for direct work, and 33% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 71
  • Accountability: 100
  • Sustainability: 48
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.6%; rating input score 76
  • Program expense ratio: 86.6%; rating input score 87
  • Fundraising efficiency: $58.89 raised per $1 spent on fundraising; rating input score 82; 82nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 13.1%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 0.79; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 5.2%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 19.3% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 14.3% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 17.7% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 75.6% of revenue deployed · 86.6% of spending went to programs
  • Governance: 26 of 26 board members independent · 8 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $2.6M in reported program spending
  • Leadership: top reported pay $156K · 34 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 20 filed money-flow records
  • Related organizations: 19 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.