2026-02-12T19:37:49-06:00 2025-06-30 231551315 TROUT CPA 1705 OREGON PIKE LANCASTER PA 17601 990 2024-07-01 231352093 UNITED WAY OF LANCASTER COUNTY UNIT 7173940731 1910 HARRINGTON DRIVE A LANCASTER PA 17601 KATE ZIMMERMAN CEO/PRESIDENT 7178248109 2026-02-10 1 1 MEGAN E SENKOWSKI P02484255 7175692900 2026-02-10 2024 2025-03-06 01:10:19Z KATE ZIMMERMAN 1910 HARRINGTON DRIVE A LANCASTER PA 17601 10114273 0 X WWW.UWLANC.ORG X 1937 PA TO ADVANCE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF OUR COMMUNITY BY MOBILIZING RESOURCES, PEOPLE, AND ORGANIZATIONS. 23 23 54 2141 0 0 5391049 5792746 839844 886828 317910 251831 79066 85769 6627869 7017174 3245989 3654562 0 0 2562805 2396542 0 0 733315 1232278 1424380 7041072 7475484 -413203 -458310 9052583 7840552 2770185 1445872 6282398 6394680 X TO ADVANCE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF OUR COMMUNITY BY MOBILIZING RESOURCES, PEOPLE, AND ORGANIZATIONS. 0 0 3654562 3654562 210612 GRANTS, DESIGNATIONS & ALLOCATIONS TO AGENCIES:UNITED WAY OF LANCASTER COUNTY ALIGNS COMMUNITY INVESTORS, NONPROFIT ORGANIZATIONS, SCHOOLS, HEALTHCARE PROVIDERS, FAITH-BASED ORGANIZATIONS, BUSINESSES, AND GOVERNMENT TO ADDRESS COMMUNITY ISSUES TO IMPROVE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF INDIVIDUALS AND FAMILIES ACROSS LANCASTER COUNTY. THIS IS DONE BY PROVIDING DONOR DIRECTED PAYMENTS, GRANT FUNDING, CAPACITY BUILDING VIA TRAINING AND CONVENING, AND ENGAGING IN ADVOCACY TO ADVANCE THESE EFFORTS. 1162268 0 676216 PA 2-1-1 EAST:PROVIDES COMPREHENSIVE HEALTH AND HUMAN SERVICES INFORMATION AND REFERRAL ASSISTANCE TO CONNECT PEOPLE WITH APPROPRIATE RESOURCES INCLUDING FOOD, HOUSING, HEALTHCARE, EMPLOYMENT ASSISTANCE, AND OTHER AREAS OF NEED. 492350 0 COMMUNITY IMPACT:PROVIDE AND AMPLIFY ESSENTIAL FUNDING, EXPERTISE SUPPORT, AND QUALITATIVE/QUANTITATIVE MONITORING TO THE ORGANIZATIONS AND PROGRAMS DELIVERING VITAL SERVICES AND RESOURCES ACROSS LANCASTER COUNTY IN THE AREAS OF EDUCATION, ECONOMIC MOBILITY, AND HEALTH AND WELLBEING. 328101 0 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA):PROVIDES FREE, HIGH-QUALITY TAX PREPARATION SERVICES FOR INDIVIDUALS AND FAMILIES EARNINGS $70,000 OR LESS BY IRS-CERTIFIED VOLUNTEERS AT SITES AROUND LANCASTER COUNTY. 306447 0 MARKETING AND COMMUNICATIONS:EDUCATES THE COMMUNITY ABOUT THE UNITED WAY MISSION, GOALS, PROGRAMS, AND ACTIVITIES TO INCREASE INVOLVEMENT AND SUPPORT THROUGH GIVING, ADVOCATING, AND VOLUNTEERING. 128149 0 VOLUNTEER CENTER:MOBILIZES VOLUNTEER RESOURCES FROM COMPANIES AND THE COMMUNITY-AT-LARGE, CONNECTING THEM WITH HEALTH AND HUMAN SERVICE AGENCIES AND OTHER ORGANIZATIONS SEEKING DONATED TALENT. PROVIDES CONSULTATIVE AND TECHNICAL ASSISTANCE TO ORGANIZATIONS FOR VOLUNTEER PROGRAMS. 762697 0 6071877 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X KATE ZIMMERMAN 7173940731 1910 HARRINGTON DRIVE SUITE A LANCASTER PA 17601 BETH RILEY PRESIDENT/CHAIR 5.00 X X 0 0 0 MIKE FREY VICE CHAIR, RESOURCE DEVELOPMENT 1.00 X X 0 0 0 VICTOR RAMOS VICE CHAIR, MARKETING & COMMUNICATIONS 1.00 X X 0 0 0 MONIKA CHAP VICE CHAIR, FINANCE 1.00 X X 0 0 0 MICHAEL DILLER MEMBER 1.00 X 0 0 0 ROBERT GANTZ MEMBER 1.00 X 0 0 0 ROBIN GOODSON MEMBER 1.00 X 0 0 0 SALENA COACHMAN MEMBER 1.00 X 0 0 0 STEPHEN NIELI MEMBER 1.00 X 0 0 0 RAJI NAIR MEMBER 1.00 X 0 0 0 TINA CITRO MEMBER 1.00 X 0 0 0 RAKESH POPLI MEMBER 1.00 X 0 0 0 WILLONDA MCCLOUD VICE CHAIR, AT LARGE 1.00 X X 0 0 0 OLE HONGVANTHONG MEMBER 1.00 X 0 0 0 JOSE LOPEZ MEMBER 1.00 X 0 0 0 DEEPA BALEPUR MEMBER 1.00 X 0 0 0 DEBORAH BRANDT MEMBER 1.00 X 0 0 0 CALEB SETLOCK SECRETARY 1.00 X X 0 0 0 BROOKE SMITH VICE CHAIR, IMPACT 1.00 X X 0 0 0 BRIAN CARSON MEMBER 1.00 X 0 0 0 ALISA JONES MEMBER 1.00 X 0 0 0 AIDALIS LOPEZ MEMBER 1.00 X 0 0 0 JENNIFER GROFF MEMBER 1.00 X 0 0 0 KATE ZIMMERMAN CEO/PRESIDENT 40.00 X 139416 0 45557 139416 0 45557 1 0 1 0 RLPS PARTNERS 250 VALLEYBROOK DR LANCASTER PA 17601 RENTAL SERVICES 178075 1 57475 2584418 3150853 261178 5792746 MANAGEMENT FEE 561000 721216 721216 OTHER REVENUE 900099 89340 89340 ADMIN FEE - DONOR CHOICE & FUNDS 561000 76272 76272 886828 187392 187392 122781 37012 85769 85769 85769 3124526 3060087 64439 64439 64439 7017174 886828 0 337600 3654562 3654562 151857 60743 53150 37964 1828402 1201557 273115 353730 258873 172393 37951 48529 157410 100629 25555 31226 144008 144008 92810 65305 12179 15326 74890 43716 679 30495 215035 211245 1702 2088 29992 23775 2700 3517 229650 160677 28310 40663 16406 9242 3037 4127 97036 63852 9156 24028 33803 21686 5361 6756 20432 13723 2353 4356 EQUIPMENT RENTAL & MAIN 328572 207445 22687 98440 MISCELLANEOUS EXPENSE 60688 18735 23311 18642 DUES 51050 23932 18554 8564 DUES- UNITED WAY OF PA 30008 18660 6484 4864 7475484 6071877 670292 733315 142489 22457 2237145 1074092 658167 702316 132629 138229 12249 11642 363583 323363 74023 40220 4398936 4699490 850485 866405 66251 0 480209 285701 9052583 7840552 994377 858531 553488 323000 59277 0 1163043 264341 2770185 1445872 X 4013642 3762736 2268756 2631944 6282398 6394680 9052583 7840552 X -458310 308250 246421 15921 X X 0 1 X 1 0 X 5604515 6044835 5704112 5391049 5792746 28537257 5604515 6044835 5704112 5391049 5792746 28537257 28537257 209414 301881 373763 438518 374612 1698188 5146 36780 52093 91460 89340 274819 30510264 3348900 0.93530 0.94120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 5,146. 2021 AMOUNT: $ 36,780. 2022 AMOUNT: $ 52,093. 2023 AMOUNT: $ 91,460. 2024 AMOUNT: $ 89,340. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 245248 16824 16824 245248 245248 27400 27400 245248 245248 9421 9421 245248 245248 56939 56939 245248 245248 41536 41536 245248 1 0 219118 199204 19914 144465 124159 20306 40220 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 866405 F 866405 OPERATING LEASE OBLIGATIONS 264341 264341 X 6921445 308250 19137 15921 343308 6578137 439037 439037 7017174 7055584 19137 37012 56149 6999435 476049 476049 7475484 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD FOR THE PURPOSE OF GENERAL OPERATIONS AND RESTRICTED FOR USE FOR GIRLS AND WOMEN'S PROGRAMS. PART X, LINE 2: THE UNITED WAY IS NOT AWARE OF ANY UNRELATED BUSINESS INCOME THAT WOULD BE SUBJECT TO TAXATION. ACCORDINGLY, THE INTERNAL REVENUE SERVICE FORM 990-T WILL NOT BE FILED. THE UNITED WAY FOLLOWS THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, NO CORRESPONDING LIABILITY, INCLUDING PENALTIES AND INTEREST, HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 15,921. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 476,049. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -37,012. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 37,012. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PLEDGES 476,049. 1 BRIGHTSIDE OPPORTUNITIES CENTER 515 HERSHEY AVENUE LANCASTER PA 17603 233062048 501(C)(3) 20000 0 WOMEN UNITED DONOR DESIGNATED PLEDGES 1452730 0 DESIGNATION LANCASTER COUNTY HOUSING & REDEVELOPMENT AUTHORITIES 28 PENN SQUARE SUITE 200 LANCASTER PA 17603 236050625 501(C)(3) 50000 0 JOINT FUNDING LOFT COMMUNITY PARTNERSHIP 222 N GEORGE STREET MILLERSVILLE PA 17551 850593926 501(C)(3) 60000 0 LEVEL UP & LAUNCH, JOINT FUNDING, KELLOGGS SUMMER HUNGER PARISH RESOURCE CENTER 2160 LINCOLN HIGHWAY EAST LANCASTER PA 17602 232000688 501(C)(3) 10000 0 FOOD & SHELTER FUNDING TENFOLD PO BOX 16767 LANCASTER PA 17608 231731792 501(C)(3) 56525 0 JOINT FUNDING, FOOD & SHELTER FUNDING THE FACTORY MINISTRIES PO BOX 282 PARADISE PA 17562 421611516 501(C)(3) 31952 0 JOINT FUNDING, SUMMER HUNGER, FOOD & SHELTER FUNDING THE MIX AT ARBOR PLACE 520 NORTH STREET LANCASTER PA 17602 232287793 501(C)(3) 15000 0 SYE ARCH STREET CENTER 629 NORTH MARKET STREET LANCASTER PA 17603 232258376 501(C)(3) 10000 0 FOOD & SHELTER FUNDING ASSETS 100 S QUEEN STREET LANCASTER PA 17603 232827808 501(C)(3) 60000 0 LEVEL UP & LAUNCH, WOMEN UNITED COLUMBIA DREAM CENTER 360 LOCUST STREET COLUMBIA PA 17512 231396823 501(C)(3) 40750 0 JOINT FUNDING, FOOD & SHELTER FUNDING COMMUNICATIONS ESSENTIALS LLC 220 ROSEDALE AVE 115 BAUSMAN PA 17504 12500 0 LLJI ECHOS 105 E WASHINGTON STREET ELIZABETHTOWN PA 17022 814381953 501(C)(3) 41750 0 JOINT FUNDING, FOOD & SHELTER FUNDING LANCASTER GENERAL HEALTH 555 N DUKE STREET LANCASTER PA 17604 232250941 501(C)(3) 1488869 0 NFP/FIRST FOOD GRANT MORAVIAN CENTER OF LANCASTER 227 NORTH QUEEN STREET LANCASTER PA 17608 236435035 501(C)(3) 7425 0 JOINT FUNDING MUSIC FOR EVERYONE 42 NORTH PRINCE STREET LANCASTER PA 17603 202997260 501(C)(3) 15000 0 SYE VALLEY YOUTH HOUSE 3400 HIGH POINT BLVD BETHLEHEM PA 18017 237178820 501(C)(3) 12025 0 JOINT FUNDING ADVANTAGE LANCASTER 1100 E ORANGE STREET LANCASTER PA 17602 501(C)(3) 15000 0 SYE ANCHOR LANCASTER 29 E WALNUT STREET LANCASTER PA 17602 501(C)(3) 10000 0 FOOD & SHELTER FUNDING BENCH MARK PROGRAM 102 S PRINCE STREET LANCASTER PA 17603 501(C)(3) 17000 0 LEVEL UP & LAUNCH COMMUNITY ACTION PARTNERSHIP 601 S QUEEN STREET LANCASTER PA 17603 501(C)(3) 58000 0 FOOD & SHELTER FUNDING, LEVEL UP & LAUNCH CROSSNET PO BOX 154 NEW HOLLAND PA 17557 501(C)(3) 18500 0 JOINT FUNDING, SUMMER HUNGER, FOOD & SHELTER FUNDING GOOD SAMARITAN SERVICES PO BOX 1281 LEBANON PA 17042 501(C)(3) 14000 0 FOOD & SHELTER FUNDING GOODWILL KEYSTONE AREA 1150 GOODWILL DRIVE HARRISBURG PA 17101 501(C)(3) 20000 0 WOMEN UNITED HORIZONS AT LANCASTER COUNTRY DAY SCHOOL 725 HAMILTON ROAD LANCASTER PA 17603 501(C)(3) 15000 0 SYE LET'S GO 1-2-3 101 CREEKVIEW DRIVE PARADISE PA 17562 501(C)(3) 41891 0 LEVEL UP & LAUNCH LODGE LIFE SERVICES 315 W JAMES STREET SUITE 106 LANCASTER PA 17603 501(C)(3) 34725 0 JOINT FUNDING SPANISH AMERICAN CIVIC ASSOCIATION FOR EQUALITY 453 S LIME STREET SUITE A LANCASTER PA 17602 501(C)(3) 10000 0 FOOD & SHELTER FUNDING SOLANCO NEIGHBORHOOD MINISTRIES 14 S CHURCH STREET QUARRYVILLE PA 17566 501(C)(3) 10000 0 FOOD & SHELTER FUNDING 28 1 PART I, LINE 2: THE ORGANIZATION'S REPRESENTATIVES MONITOR THE USE OF GRANT FUNDS AND OBTAIN NECESSARY INFORMATION FROM THE GRANTEE ORGANIZATIONS DESCRIBING HOW THE FUNDS WERE SPENT, WHAT WAS ACCOMPLISHED AND WHAT ACTIVITIES WERE CONDUCTED WITH RESPECT TO GRANT PERFORMANCE. X 0 0 0 0 0 0 0 0 0 KATE ZIMMERMAN CEO/PRESIDENT 139416 0 0 0 0 0 0 0 45557 0 184973 0 0 0 X 181000 DONOR ESTIMATE X 60852 QUOTED MARKET PRICES X TOILETRIES 2 9800 COST X INCENTIVE PRIZES 7 9526 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC DRAFT OF FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION AND BOARD MEMBERS ANNUALLY REVIEW VENDORS AND KEY RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED WITH PERSONNEL COMMITTEE, COMPARABLE DATA OBTAINED FROM OTHER UNITED WAY AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL TRUSTS 15,921. FORM 990, PART XII, LINE 2(C) THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FOR CHOOSING THE INDEPENDENT AUDITORS.