2026-03-16T10:08:33-07:00 2025-06-30 251381610 Root Spitznas & Smiley Inc 5473 Village Common Dr Suite 205 Erie PA 16506 990 2024-07-01 251053091 United Way of Erie County UNIT 8144562937 650 East Avenue 200 Erie PA 16503 Sally Opferbeck VP Finance & Admin 2026-03-16 true true John W Orlando CPA P00318906 8144537731 2024 2025-03-06 01:10:19Z Sally Opferbeck 650 East Avenue 200 Erie PA 16503 8083340 false X www.unitedwayerie.org X 1970 PA United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community. 18 18 47 367 0 10357733 5829347 909941 247894 1130118 1988203 84872 17896 12482664 8083340 1008848 1079676 0 2755894 3092485 0 426236 1454360 1745905 5219102 5918066 7263562 2165274 37920017 40746068 513164 375789 37406853 40370279 United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community. false false 3850727 247894 Community Schools - This model is a strategy (not a program) for organizing school and community resources around student success. A community school is both a place and set of partnerships that help address health, wellness and the social needs of its students, families and surrounding neighborhood. Schools become centers of the community, open to everyone, all day, every day, evenings and weekends. 317486 Imagination Library - Provides a high-quality, age-appropriate book to any child in Erie County under the age of five. Also recruits and trains volunteer Reading Buddies who help parents and caregivers better understand how to read and interact with young children. 271927 17896 Community Impact - Connecting Erie County residents to Erie based social service resources, and provide financial support designated by donors. 4440140 true true false false false false false false false true true false false true false true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 16 0 true 47 true false false false false false false false 0 false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false PA X X Sally Opferbeck 8144562937 650 East Avenue Erie PA 16503 Laurie B Root President 37.50 0.00 X 159382 0 19290 Julie Chacona CDO 37.50 0.00 X 99142 0 15381 Michael Jaruszewicz Senior VP 37.50 0.00 X 98572 0 10061 Sally Opferbeck VP of Fin & Adm 37.50 0.00 X 89832 0 10620 Patricia Kennedy Director 1.00 0.00 X 0 0 0 Anita Kuchcinski Director 1.00 0.00 X 0 0 0 Seth Carter Director 1.00 0.00 X 0 0 0 Eric Weislogel Director 1.00 0.00 X 0 0 0 Katie Jones Board Chair 2.00 0.00 X X 0 0 0 Mark J Kuhar GovernanceChair 2.00 0.00 X X 0 0 0 April Murphy Director 1.00 0.00 X 0 0 0 Brian J Polito Director 1.00 0.00 X 0 0 0 Rhonda Matthews Director 1.00 0.00 X 0 0 0 Lisa NeCastro Director 1.00 0.00 X 0 0 0 Kevin Otteni Director 1.00 0.00 X 0 0 0 Dana Zaphiris Director 1.00 0.00 X 0 0 0 Corey Cook Director 1.00 0.00 X 0 0 0 Christina L Bernatowicz Director 1.00 0.00 X 0 0 0 Karen Surkala Director 1.00 0.00 X 0 0 0 Robin Scheppner Director 1.00 0.00 X 0 0 0 Chrisitine Drabic Director 1.00 0.00 X 0 0 0 Lisa Slomski Finance Chair 2.00 0.00 X X 0 0 0 446928 55352 1 false true false 0 1032798 4796549 131065 5829347 Community School Admin 611710 247894 247894 247894 546362 546362 0 0 0 1441841 1441841 1441841 1441841 0 0 0 Miscellaneous 900099 15737 15737 Service Fees 900099 2159 2159 17896 8083340 265790 1988203 1079676 1079676 0 0 0 502280 154706 178760 168814 0 2036308 1725281 233229 77798 123533 91364 18220 13949 236887 182773 34882 19232 193477 144488 29397 19592 0 0 17100 17100 0 0 282966 282966 574090 549779 22981 1330 0 302735 135111 121408 46216 0 0 41195 21540 12610 7045 6150 5155 7 988 0 107168 30665 37269 39234 0 47127 36676 6464 3987 88166 46100 26987 15079 17519 17519 IL Book Purchases 231507 231507 Miscellaneous 15710 5193 6556 3961 Membership Dues 7652 126 5335 2191 Campaign Incentives 6820 6820 0 5918066 4440140 1051690 426236 250 250 6829861 7998262 6712486 3393662 830213 1075154 0 0 0 0 43176 49518 1311931 526502 873595 785429 224233 5836509 0 0 0 22406203 21607284 37920017 40746068 106109 224284 72221 64066 334834 87439 513164 375789 X 27596995 28901953 9809858 11468326 37406853 40370279 37920017 40746068 X 2165274 702181 95971 X false true X true true true X 6122998 1832230 4418382 10357733 5829347 28560690 0 0 6122998 1832230 4418382 10357733 5829347 28560690 0 28560690 87914 69451 184432 414787 546362 1302946 0 36659 4450 7751 84872 17896 151628 30015264 2417961 0.95150 0.96750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22406203 1057038 2120773 3693764 282966 21607284 20510615 501516 2342509 700500 247937 22406203 19709548 565221 1123962 711022 177095 20510614 21626696 30797 -1809685 138260 19709548 19060830 22873 3692334 842300 307041 21626696 1.00000 true false false 1037138 278958 758180 158880 142315 16565 115913 105229 10684 785429 Beneficial int. in assets held by others 21607284 21607284 X 8467631 702181 95971 798152 7669479 282966 130895 413861 8083340 5504205 5504205 282966 130895 413861 5918066 Part V, Line 4: Intended uses of the endowment fund. Funds are used to support the charitable and educational purposes of the United Way and its affiliated agencies. Part X : FIN48 Footnote The Agency has adopted the provisions of FASB ASC 740, Income Taxes. FASB ASC 740 prescribes a more-likely-than-not threshold for financial statement recognition and measurement of a tax position taken in a tax return. The Agency records any related interest expense and penalties, if any, as a tax expense. For the periods ended June 30, 2025 and June 30, 2024, there were no unrecognized tax benefits or interest and penalty expense incurred. Tax years that remain subject to examination are years 2022 and forward. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Collection of prior year pledges $95971 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor designations $130895 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Donor designations $130895 true Achievement Center 4950 West 23rd St Erie PA 16506 250965336 67560 0 POC/DD Cystic Fibrosis Assoc of Erie PO Box 11405 Erie PA 16514 251349015 7686 0 DD Erie Civic Theatre Associatio 13 West 10th Street Erie PA 16501 251069562 40212 0 POC/DD Erie Community Foundation 459 West 6th Street Erie PA 16507 256032032 10000 0 POC Gannon University 109 University Square Erie PA 16541 250496976 30102 0 POC Girard School Dist Foundation 1203 Lake Street Girard PA 16417 202176086 7656 0 DD Safe Harbor Behav Health 1330 West 26th St Erie PA 16508 251317492 429174 0 POC Second Harvest Food Bank 1507 Grimm Drive Erie PA 16501 251405798 5551 0 DD United Way of SW PA PO Box 735 Pittsburgh PA 15230 251043578 116412 0 POC/DD 8 1 Grantmaker's Description of How Grants are Used Organizations receiving funding from the United Way of Erie County undergo a financial review of the organization to gain a level of assurance that the organization follows sound fiscal policies; verification of compliance with the provisions of the Patriot Act; and verification of current status as an IRS Code Section 501(c)(3) nonprofit organization. X X X X false false false false false false false false false Laurie B Root President 159382 8814 10476 178672 X 8 123882 FMV X Campaign incent 8 7183 Comp Sales false false false Form 990, Part VI, Section B, Line 11b Form 990 is first reviewed by the organization's volunteer Audit Committee. Upon the Audit Committee's review the Form 990 is then distributed to the full board of directors. After review by the full board the Form 990 is filed with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12c The conflict of interest policy is reviewed annually by officers, directors and key employees at a formal board meeting. The requirement to disclose interests that could give rise to conflicts of interests is emphasized. Form 990, Part VI, Section B, Line 15a An Executive Committee meets regularly to review the performance of and approve compensation for the Chief Executive Officer. This committee is composed of the current board chair, past board chairs, the current secretary/treasurer, and the chair of the governance committee. The deliberations and decisions of this committee are contemporaneously documented and certified by the board chair. Form 990, Part VI, Section C, Line 19 The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request. In addition, the financial statements are available to download from the organization's website. Form 990, Part XI, Line 9 Collection of prior year pledges = $95971 Form 990 Part I Line 19 The change in net assets consists of the following: W/Donor W/O Donor Restriction Restriction Temporary TotalChange in net assets per audited financial statements: $ 1,304,958 $ 1,658,468 $ 2,963,426 Unrealized gain (per Note C) of audited f/s) ( 702,181) - ( 702,181)Collection of prior year pledges ( 95,971) - ( 95,971)Form 990 Part I, Line 19 $ 506,806 $ 1,658,468 $ 2,165,274 Schedule I Part II Line h The following codes and their definitions are used:Program Operating Cost (POC) - a restricted grant made to an agency in support of the costs associated with a specific program that it operates.Donor Designated for General Support (DD) - an unrestricted grant made to an agency at the direction of the donor(s) in support of its general operating costs.