Nonprofit · EIN 25-1053091
UNITED WAY OF ERIE COUNTY
Tax-exempt · ERIE, PA 16503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,083,340 | $5,918,066 | $2,165,274 | $40,746,068 | $375,789 | $40,370,279 |
| June 30, 2024 | 990 | $12,482,664 | $5,219,102 | $7,263,562 | $37,920,017 | $513,164 | $37,406,853 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,829,347
- of which government grants
- $1,032,798
- Program service revenue
- $247,894
- Investment income
- $1,988,203
- Net gain from sales of assets
- $1,441,841
- Other revenue
- $17,896
Expenses
- Grants and similar amounts paid
- $1,079,676
- Compensation of officers, directors and key employees
- $502,280
- Other salaries and wages
- $2,036,308
- Salaries, compensation and benefits (total)
- $3,092,485
- Professional fundraising fees
- $0
- Accounting fees
- $17,100
- Occupancy
- $41,195
- Travel
- $6,150
- Depreciation
- $88,166
- Program services (functional)
- $4,440,140
- Management and general (functional)
- $1,051,690
- Fundraising (functional)
- $426,236
Balance sheet and other
- Total assets, start of year
- $37,920,017
- Total assets, end of year
- $40,746,068
- Total liabilities, end of year
- $375,789
- Net assets, end of year
- $40,370,279
- Land, buildings and equipment
- $785,429
- Publicly traded securities
- $5,836,509
- Net assets without donor restrictions
- $28,901,953
- Net assets with donor restrictions
- $11,468,326
- Gross receipts
- $8,083,340
- Employees
- 47
- Volunteers
- 367
- Year formed
- 1970
- 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 |
|---|---|---|---|---|
| Laurie B Root | President Officer | 37.5 | $159,382 | $19,290 |
| Julie Chacona | CDO Officer | 37.5 | $99,142 | $15,381 |
| Michael Jaruszewicz | Senior VP Officer | 37.5 | $98,572 | $10,061 |
| Sally Opferbeck | VP of Fin & Adm Officer | 37.5 | $89,832 | $10,620 |
| Patricia Kennedy | Director Trustee or director | 1 | $0 | $0 |
| Anita Kuchcinski | Director Trustee or director | 1 | $0 | $0 |
| Seth Carter | Director Trustee or director | 1 | $0 | $0 |
| Eric Weislogel | Director Trustee or director | 1 | $0 | $0 |
| Katie Jones | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| Mark J Kuhar | GovernanceChair Trustee or director, Officer | 2 | $0 | $0 |
| April Murphy | Director Trustee or director | 1 | $0 | $0 |
| Brian J Polito | Director Trustee or director | 1 | $0 | $0 |
| Rhonda Matthews | Director Trustee or director | 1 | $0 | $0 |
| Lisa NeCastro | Director Trustee or director | 1 | $0 | $0 |
| Kevin Otteni | Director Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Zaphiris | Director Trustee or director | 1 | $0 |
| Corey Cook | Director Trustee or director | 1 | $0 |
| Christina L Bernatowicz | Director Trustee or director | 1 | $0 |
| Karen Surkala | Director Trustee or director | 1 | $0 |
| Robin Scheppner | Director Trustee or director | 1 | $0 |
| Chrisitine Drabic | Director Trustee or director | 1 | $0 |
| Lisa Slomski | Finance Chair Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Laurie B Root | President Officer | 37.5 | $145,064 | $19,098 |
| Julie Chacona | CDO Officer | 37.5 | $96,261 | $14,959 |
| Michael Jaruszewicz | Senior VP Officer | 37.5 | $95,701 | $9,714 |
| Sally Opferbeck | VP of Fin & Adm Officer | 37.5 | $85,958 | $5,745 |
| Patricia Kennedy | Director Trustee or director | 1 | $0 | $0 |
| Anita Kuchcinski | Director Trustee or director | 1 | $0 | $0 |
| Seth Carter | Director Trustee or director | 1 | $0 | $0 |
| James B Ohrn | Director Trustee or director | 1 | $0 | $0 |
| Lorianne Feltz | Board Chair Trustee or director, Officer | 2 | $0 | $0 |
| Katie Jones | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Mark J Kuhar | GovernanceChair Trustee or director, Officer | 2 | $0 | $0 |
| April Murphy | Director Trustee or director | 1 | $0 | $0 |
| Brian J Polito | Director Trustee or director | 1 | $0 | $0 |
| James W Grunke | Director Trustee or director | 1 | $0 | $0 |
| Rhonda Matthews | Director Trustee or director | 1 | $0 | $0 |
| Lisa NeCastro | Director Trustee or director | 1 | $0 | $0 |
| Kevin Otteni | Director Trustee or director | 1 | $0 | $0 |
| Eric Weislogel | Director Trustee or director | 1 | $0 | $0 |
| Dana Zaphiris | Director Trustee or director | 1 | $0 | $0 |
| Corey Cook | Director Trustee or director | 1 | $0 | $0 |
| Christina L Bernatowicz | Director Trustee or director | 1 | $0 | $0 |
| Karen Surkala | Director Trustee or director | 1 | $0 | $0 |
| Robin Scheppner | Director Trustee or director | 1 | $0 | $0 |
| Chrisitine Drabic | Director Trustee or director | 1 | $0 | $0 |
| Lisa Slomski | Finance Chair Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 650 EAST AVE STE 200, ERIE, PA 16503-1535
- In care of
- % CHRISTINE YUHAS
- Principal officer (990 for 2024)
- Sally Opferbeck, 650 East Avenue 200, Erie, PA 16503
- Signed the 990
- Sally Opferbeck, VP Finance & Admin
- Phone
- (814) 456-2937
- Website
- www.unitedwayerie.org
- Return prepared by
- Root Spitznas & Smiley Inc
Mission
United Way of Erie County's mission is to mobilize resources to break the cycle of poverty and improve our community.
Program accomplishments
- 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.Expenses $3,850,727 · revenue $247,894
- 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.Expenses $317,486
- Community Impact - Connecting Erie County residents to Erie based social service resources, and provide financial support designated by donors.Expenses $271,927 · revenue $17,896
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
- 25-1053091
- 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
- 1959
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $40,746,068
- Income (IRS master file)
- $8,083,340
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,083,340 | $5,918,066 | $40,746,068 | XML |
| 990 | June 2024 | $12,482,664 | $5,219,102 | $37,920,017 | XML |
| 990 | June 2023 | $6,093,880 | $5,378,722 | $29,437,984 | IRS |
| 990 | June 2022 | $2,451,156 | $2,721,019 | $28,190,253 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 25-1053091).
Questions about UNITED WAY OF ERIE COUNTY
- What is the EIN of UNITED WAY OF ERIE COUNTY?
- The employer identification number (EIN) of UNITED WAY OF ERIE COUNTY is 25-1053091.
- Is UNITED WAY OF ERIE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to UNITED WAY OF ERIE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF ERIE 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 ERIE 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 ERIE 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 ERIE COUNTY?
- The 990 for the year ended June 30, 2025 names Sally Opferbeck.
- Who are the officers and directors of UNITED WAY OF ERIE COUNTY?
- The 990 for the year ended June 30, 2025 lists 22 people; 4 received compensation from the organization, the highest $159,382 (Laurie B Root, President).
- How much revenue does UNITED WAY OF ERIE COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,083,340, expenses of $5,918,066 and total assets of $40,746,068 at year end.
Other nonprofits in ERIE
- ERIE COMMUNITY FOUNDATION EIN 25-6032032 · last filed 990 for 2024
- HISTORIC ERIE PRESERVATION TRUST EIN 84-6785153 · last filed 990 for 2024
- JEM CHARITABLE FOUNDATION EIN 47-2054575 · last filed 990-PF for 2025
- BREVILLIER VILLAGE FOUNDATION INC EIN 25-1548657 · last filed 990-PF for 2025
- NORTH EAST COMMUNITY FOUNDATION EIN 25-1650208 · last filed 990 for 2024
- FRIENDS OF PEB INC EIN 26-2624529 · last filed 990 for 2025
- M J SURGALA TR EIN 11-6556638 · last filed 990-PF for 2024
- JOHN M AND GERTRUDE E PETERSEN FOUNDATION EIN 25-1859031 · last filed 990-PF for 2025
All nonprofits in ERIE · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations