Nonprofit · EIN 23-1352093
UNITED WAY OF LANCASTER COUNTY
Tax-exempt · LANCASTER, PA 17601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,017,174 | $7,475,484 | -$458,310 | $7,840,552 | $1,445,872 | $6,394,680 |
| June 30, 2024 | 990 | $6,627,869 | $7,041,072 | -$413,203 | $9,052,583 | $2,770,185 | $6,282,398 |
| June 30, 2023 | 990 | $6,725,538 | $7,375,859 | -$650,321 | $9,596,137 | $3,360,214 | $6,235,923 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,792,746
- of which government grants
- $2,584,418
- Program service revenue
- $886,828
- Investment income
- $251,831
- Net rental income
- $85,769
- Net gain from sales of assets
- $64,439
- Other revenue
- $85,769
Expenses
- Grants and similar amounts paid
- $3,654,562
- Compensation of officers, directors and key employees
- $151,857
- Other salaries and wages
- $1,828,402
- Salaries, compensation and benefits (total)
- $2,396,542
- Professional fundraising fees
- $0
- Legal fees
- $144,008
- Occupancy
- $229,650
- Travel
- $16,406
- Depreciation
- $33,803
- Program services (functional)
- $6,071,877
- Management and general (functional)
- $670,292
- Fundraising (functional)
- $733,315
Balance sheet and other
- Total assets, start of year
- $9,052,583
- Total assets, end of year
- $7,840,552
- Total liabilities, end of year
- $1,445,872
- Net assets, end of year
- $6,394,680
- Land, buildings and equipment
- $40,220
- Publicly traded securities
- $4,699,490
- Net assets without donor restrictions
- $3,762,736
- Net assets with donor restrictions
- $2,631,944
- Gross receipts
- $10,114,273
- Employees
- 54
- Volunteers
- 2,141
- Year formed
- 1937
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATE ZIMMERMAN | CEO/PRESIDENT Officer | 40 | $139,416 | $45,557 |
| BETH RILEY | PRESIDENT/CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MIKE FREY | VICE CHAIR, RESOURCE DEVELOPMENT Trustee or director, Officer | 1 | $0 | $0 |
| VICTOR RAMOS | VICE CHAIR, MARKETING & COMMUNICATIONS Trustee or director, Officer | 1 | $0 | $0 |
| MONIKA CHAP | VICE CHAIR, FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL DILLER | MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT GANTZ | MEMBER Trustee or director | 1 | $0 | $0 |
| ROBIN GOODSON | MEMBER Trustee or director | 1 | $0 | $0 |
| SALENA COACHMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN NIELI | MEMBER Trustee or director | 1 | $0 | $0 |
| RAJI NAIR | MEMBER Trustee or director | 1 | $0 | $0 |
| TINA CITRO | MEMBER Trustee or director | 1 | $0 | $0 |
| RAKESH POPLI | MEMBER Trustee or director | 1 | $0 | $0 |
| WILLONDA MCCLOUD | VICE CHAIR, AT LARGE Trustee or director, Officer | 1 | $0 | $0 |
| OLE HONGVANTHONG | MEMBER Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSE LOPEZ | MEMBER Trustee or director | 1 | $0 |
| DEEPA BALEPUR | MEMBER Trustee or director | 1 | $0 |
| DEBORAH BRANDT | MEMBER Trustee or director | 1 | $0 |
| CALEB SETLOCK | SECRETARY Trustee or director, Officer | 1 | $0 |
| BROOKE SMITH | VICE CHAIR, IMPACT Trustee or director, Officer | 1 | $0 |
| BRIAN CARSON | MEMBER Trustee or director | 1 | $0 |
| ALISA JONES | MEMBER Trustee or director | 1 | $0 |
| AIDALIS LOPEZ | MEMBER Trustee or director | 1 | $0 |
| JENNIFER GROFF | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATE ZIMMERMAN | CEO/PRESIDENT Officer | 40 | $33,300 |
| BETH RILEY | PRESIDENT/CHAIR Trustee or director, Officer | 5 | $0 |
| MIKE FREY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| VICTOR RAMOS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| MONIKA CHAP | TREASURER Trustee or director, Officer | 1 | $0 |
| KRISTA WISMER | MEMBER Trustee or director | 1 | $0 |
| MICHAEL DILLER | MEMBER Trustee or director | 1 | $0 |
| ROBERT GANTZ | MEMBER Trustee or director | 0.5 | $0 |
| ROBIN GOODSON | MEMBER Trustee or director | 0.5 | $0 |
| SALENA COACHMAN | MEMBER Trustee or director | 0.5 | $0 |
| STEVE NIELI | MEMBER Trustee or director | 0.5 | $0 |
| RAJI NAIR | MEMBER Trustee or director | 0.5 | $0 |
| TINA CITRO | MEMBER Trustee or director | 0.5 | $0 |
| RAKESH POPLI | MEMBER Trustee or director | 0.5 | $0 |
| WILLONDA MCCLOUD | MEMBER Trustee or director, Officer | 0.5 | $0 |
| OLE HONGVANTHONG | MEMBER Trustee or director | 0.5 | $0 |
| JOSE LOPEZ | MEMBER Trustee or director | 0.5 | $0 |
| DEEPA BALEPUR | MEMBER Trustee or director | 0.5 | $0 |
| DEBORAH BRANDT | MEMBER Trustee or director | 0.5 | $0 |
| CLAIRE MOONEY | MEMBER Trustee or director | 0.5 | $0 |
| CALEB SETLOCK | MEMBER Trustee or director | 0.5 | $0 |
| BROOKE SMITH | MEMBER Trustee or director | 0.5 | $0 |
| BRIAN CARSON | MEMBER Trustee or director | 0.5 | $0 |
| ALISA JONES | MEMBER Trustee or director | 0.5 | $0 |
| AIDALIS LOPEZ | MEMBER Trustee or director | 0.5 | $0 |
| JENNIFER GROFF | MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN RESSLER | CEO/PRESIDENT Officer | 45 | $130,139 | $4,661 |
| BETH RILEY | PRESIDENT/CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MIKE FREY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BEN EISON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| VICTOR RAMOS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| MONIKA CHAP | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KRISTA WISMER | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL DILLER | MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH LESSER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROBERT GANTZ | MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROBIN GOODSON | MEMBER Trustee or director | 0.5 | $0 | $0 |
| SALENA COACHMAN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| TED SICKLER | MEMBER Trustee or director | 0.5 | $0 | $0 |
| SHAREE LIVINGSTON | MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVE NIELI | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RAJI NAIR | MEMBER Trustee or director | 0.5 | $0 | $0 |
| TINA CITRO | MEMBER Trustee or director | 0.5 | $0 | $0 |
| TONI DONOVAN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| RAKESH POPLI | MEMBER Trustee or director | 0.5 | $0 | $0 |
| WILLONDA MCCLOUD | MEMBER Trustee or director, Officer | 0.5 | $0 | $0 |
| OLD HONGVANTHONG | MEMBER Trustee or director | 0.5 | $0 | $0 |
| NICOLE HACKMANN | MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOSE LOPEZ | MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEEPA BALEPUR | MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEBORAH BRANDT | MEMBER Trustee or director | 0.5 | $0 | $0 |
| CLAIRE MOONEY | MEMBER Trustee or director | 0.5 | $0 | $0 |
| CALEB SETLOCK | MEMBER Trustee or director | 0.5 | $0 | $0 |
| BROOKE SMITH | MEMBER Trustee or director | 0.5 | $0 | $0 |
| BRIAN CARSON | MEMBER Trustee or director | 0.5 | $0 | $0 |
| ALISA JONES | MEMBER Trustee or director | 0.5 | $0 | $0 |
| AIDALIS LOPEZ | MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2121 OREGON PIKE, LANCASTER, PA 17601-4604
- Principal officer (990 for 2024)
- KATE ZIMMERMAN, 1910 HARRINGTON DRIVE A, LANCASTER, PA 17601
- Signed the 990
- KATE ZIMMERMAN, CEO/PRESIDENT
- Phone
- (717) 394-0731
- Website
- WWW.UWLANC.ORG
- Return prepared by
- TROUT CPA
Mission
TO ADVANCE THE EDUCATION, ECONOMIC MOBILITY, AND HEALTH OF OUR COMMUNITY BY MOBILIZING RESOURCES, PEOPLE, AND ORGANIZATIONS.
Program accomplishments
- 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.Expenses $3,654,562 · grants $3,654,562 · revenue $210,612
- 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.Expenses $1,162,268 · revenue $676,216
- 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.Expenses $492,350
- 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.Expenses $328,101
- 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.Expenses $306,447
- 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.Expenses $128,149
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1352093
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A12)
- Assets (IRS master file)
- $7,840,552
- Income (IRS master file)
- $10,114,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,017,174 | $7,475,484 | $7,840,552 | XML |
| 990 | June 2024 | $6,627,869 | $7,041,072 | $9,052,583 | IRS |
| 990 | June 2023 | $6,725,538 | $7,375,859 | $9,596,137 | XML |
| 990 | June 2022 | $6,967,591 | $5,702,516 | $8,050,279 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1352093).
Questions about UNITED WAY OF LANCASTER COUNTY
- What is the EIN of UNITED WAY OF LANCASTER COUNTY?
- The employer identification number (EIN) of UNITED WAY OF LANCASTER COUNTY is 23-1352093.
- Is UNITED WAY OF LANCASTER COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to UNITED WAY OF LANCASTER COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF LANCASTER COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF LANCASTER COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF LANCASTER COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF LANCASTER COUNTY?
- The 990 for the year ended June 30, 2025 names KATE ZIMMERMAN.
- Who are the officers and directors of UNITED WAY OF LANCASTER COUNTY?
- The 990 for the year ended June 30, 2025 lists 24 people; 1 received compensation from the organization, the highest $139,416 (KATE ZIMMERMAN, CEO/PRESIDENT).
- How much revenue does UNITED WAY OF LANCASTER COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,017,174, expenses of $7,475,484 and total assets of $7,840,552 at year end.
Other nonprofits in LANCASTER
- FULTON THEATRE COMPANY EIN 23-1631733 · last filed 990 for 2025
- GLOBAL DISCIPLES EIN 23-2854114 · last filed 990 for 2025
- LANCASTERHISTORY ORG EIN 23-1365154 · last filed 990 for 2024
- LANCASTER SCIENCE CENTER EIN 51-0520671 · last filed 990 for 2024
- LANCASTER SYMPHONY ORCHESTRA EIN 23-6299058 · last filed 990 for 2025
- PRIMA ARTS INC EIN 27-3111556 · last filed 990 for 2025
- MUSIC FOR EVERYONE EIN 20-2997260 · last filed 990 for 2025
- NORTH MUSEUM CORPORATION EIN 23-2716461 · last filed 990 for 2023
All nonprofits in LANCASTER · Pennsylvania · Arts, culture and humanities