United Way of the Capital Region

Nonprofit profile at a glance

EIN
231352095
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Enola, PA, USA
Phone
7177320700
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$11,164,631
Expenses
$11,302,982
Assets
$31,885,911
Liabilities
$3,713,570

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

Leadership & pay

35 people listed

Executive titles in this filing

  • Timothy Fatzinger (President & CEO)
  • Jeanmarie Hegarty (Vice President of Finance & Support Services)
  • Rae Lynn Cox (Vice President of Communications & Donor Engagement)

Highest reported compensation

  • Timothy Fatzinger (President & CEO): $228,089 total reported compensation
  • Jeanmarie Hegarty (Vice President of Finance & Support Services): $150,266 total reported compensation
  • Rae Lynn Cox (Vice President of Communications & Donor Engagement): $132,755 total reported compensation

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

Overview

Mission

United Way of the Capital Region (United Way) is governed by a volunteer board of directors and works year-round to improve lives in counties of Cumberland, Dauphin and Perry, Pennsylvania. United Way accomplishes this by identifying the most pressing community needs, finding solutions to those needs and demonstrating how these solutions are making a difference. United Way of the Capital Region focuses on health, education, income and basic needs and helps support more than 70 programs and services to create solutions to the needs in our community.

What it reported doing in 2025

The Road to Success program employs case managers to assist the un- and under-employed obtain and keep jobs where they can advance to earn a living wage. Program services include preparing unemployed individuals for employment, helping them secure a job and providing support during their first year of employment and providing budget counseling to help them become financially self-sufficient. Additionally, services include helping employed individuals advance in the workplace through job training, education opportunities and expansion of skills. Road to Success also connects active program participants to needed support services until they can support their families independently.

Operating model

Revenue model
Donor-supported. 87% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 65% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 81
  • Accountability: 100
  • Sustainability: 42
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.4%; rating input score 83
  • Program expense ratio: 80.1%; rating input score 80
  • Fundraising efficiency: $7.62 raised per $1 spent on fundraising; rating input score 25; 25th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 86.7%; rating input score 87; 2nd percentile among comparable filings
  • Pay-setting controls: 6 of 6 controls in place; rating input score 100
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 57.3%; rating input score 57; 18th 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; 64th 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: -1.2%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 2.82; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 64; 64th percentile among comparable filings
  • Officer compensation ratio: 4.5%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: -4.5% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -2.5% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 0.8% per year; rating input score 100; 9th percentile among comparable filings

Details

  • Where the money goes: 83.4% of revenue deployed · 80.1% of spending went to programs
  • Governance: 32 of 32 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $9.1M in reported program spending
  • Leadership: top reported pay $228K · 35 people listed · 6 of 6 pay-setting controls reported
  • Consistency: 43 of 45 current checks pass · 2 findings to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 160 filed money-flow records
  • Related organizations: 159 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 — Financial Efficiency: Fundraising efficiency scored 25/100.
  • Review — Transparency & Controls: Grant itemization coverage scored 57/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 17/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.