United Way Of Chester County is located in Exton, PA. The organization was established in 1984. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2024, United Way Of Chester County employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Chester County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, United Way Of Chester County generated $2.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (8.4%) each year. All expenses for the organization totaled $2.0m during the year ending 06/2024. As we would expect to see with falling revenues, expenses have declined by (8.1%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Chester County has awarded 535 individual grants totaling $13,546,622. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
TO UNITE PEOPLE AND MOBILIZE RESOURCES TO BUILD BETTER LIVES AND STRONGER COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF CHESTER COUNTY'S AGENCY RELATIONS AND COMMUNITY DEVELOPMENT TEAM IS DEDICATED TO MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF CHESTER COUNTY RESIDENTS. BY BUILDING AND NURTURING PARTNERSHIPS WITH LOCAL NONPROFITS, THE TEAM ENSURES THAT VITAL RESOURCES AND SERVICES REACH THOSE WHO NEED THEM MOST. OUR STRATEGIC APPROACH FOCUSES ON WISE FUND ALLOCATION, CAPACITY BUILDING, AND INNOVATIVE COMMUNITY INITIATIVES THAT CREATE A LASTING, POSITIVE IMPACT. WE ARE COMMITTED TO ADDRESSING THE MOST PRESSING CHALLENGES AND WORKING COLLABORATIVELY TO FOSTER A THRIVING, RESILIENT COMMUNITY FOR ALL. IMPACT HIGHLIGHTS FROM THE LAST FISCAL YEAR: - INVESTED 1,525,312: THROUGH A COMBINATION OF GRANTS TO AGENCIES, SPECIAL INITIATIVE FUNDING, AND DONOR DESIGNATIONS, WE STRATEGICALLY INVESTED OVER 1.5 MILLION DIRECTLY INTO THE CHESTER COUNTY COMMUNITY. THIS FUNDING HAS SUPPORTED ESSENTIAL PROGRAMS AND SERVICES, ENHANCING THE CAPACITY OF OUR NONPROFIT PARTNERS AND CREATING NEW OPPORTUNITIES FOR RESIDENTS. - PREPARED 2,480 TAX RETURNS: OUR VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, A CORNERSTONE OF OUR FINANCIAL STABILITY EFFORTS, HELPED RESIDENTS PREPARE 2,480 TAX RETURNS, GENERATING AN ECONOMIC IMPACT OF OVER 5 MILLION. BY OFFERING FREE TAX PREPARATION SERVICES, WE EMPOWER INDIVIDUALS AND FAMILIES TO MAXIMIZE THEIR REFUNDS AND USE THOSE RESOURCES TO IMPROVE THEIR FINANCIAL SITUATIONS. - COMPLETED 60 MOBILE HOME TAX REASSESSMENT APPEALS: WE SUCCESSFULLY ADVOCATED FOR 60 MOBILE HOMEOWNERS, INCLUDING 7 HOMESTEAD CASES, AS PART OF OUR ONGOING MOBILE HOME TAX REASSESSMENT INITIATIVE. THIS EFFORT HAS NOW PUSHED THE TOTAL ASSESSMENTS TO 1,052, RESULTING IN A PROJECTED 9 MILLION IN SAVINGS FOR MOBILE HOME OWNERS OVER A DECADE. THESE SAVINGS PROVIDE FAMILIES WITH MUCH-NEEDED FINANCIAL RELIEF, STABILITY, AND SECURITY. -PROVIDED FINANCIAL COACHING AND SUPPORTIVE SERVICES: NEARLY 320 INDIVIDUALS BENEFITED FROM OUR FINANCIAL STABILITY CENTER'S PERSONALIZED COACHING, COUNSELING, AND OTHER SUPPORTIVE SERVICES. BY OFFERING TAILORED ASSISTANCE, WE EMPOWER RESIDENTS TO ACHIEVE THEIR FINANCIAL GOALS, WHETHER IT'S BUDGETING, SAVING FOR A HOME, OR MANAGING DEBT. THESE ACCOMPLISHMENTS REFLECT UNITED WAY OF CHESTER COUNTY'S UNWAVERING COMMITMENT TO IMPROVING THE QUALITY OF LIFE FOR OUR NEIGHBORS. WE BELIEVE THAT BY WORKING TOGETHER, WE CAN OVERCOME CHALLENGES AND CREATE SUSTAINABLE, POSITIVE CHANGE. OUR FOCUS ON COLLABORATION, INNOVATION, AND ACCOUNTABILITY ENSURES THAT EVERY DOLLAR AND EFFORT INVESTED MAKES A REAL, MEASURABLE DIFFERENCE, HELPING TO BUILD A MORE INCLUSIVE, PROSPEROUS CHESTER COUNTY FOR ALL.
UNITED WAY OF CHESTER COUNTY'S COMMUNITY ENGAGEMENT INITIATIVES ARE DESIGNED TO FOSTER A SENSE OF COMMUNITY INVOLVEMENT, RAISE AWARENESS ABOUT LOCAL CHALLENGES, MOBILIZE VOLUNTEERS, AND COLLABORATE WITH VARIOUS STAKEHOLDERS TO CREATE A STRONGER, MORE RESILIENT COMMUNITY FOR ALL ITS RESIDENTS. BELOW IS A BRIEF OVERVIEW OF OUR IMPACT FROM LAST FISCAL YEAR: 134 UNIQUE NONPROFIT AGENCIES BENEFITTED FROM AI AND OTHER DIGITAL SERVICES WORKSHOPS TO BETTER SERVE THEIR CLIENTS; RAISED 246,000 FOR OUR COMMUNITY IMPACT & INNOVATION FUND THROUGH SPECIAL EVENTS; OFFERED OUR COMMUNITY BUILDING AT NO COST TO 51 NONPROFIT ORGANIZATIONS, SAVING THEM AN ESTIMATED TOTAL OF 64,270.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Carolyn Beam Chair | OfficerTrustee | 1 | $0 |
Aaron Proietti Secretary | OfficerTrustee | 3 | $0 |
Dan Kessler Treasurer | OfficerTrustee | 1 | $0 |
Steve Miller Director | Trustee | 1 | $0 |
Tony Schievert Director | Trustee | 1 | $0 |
Will Anderson Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $1,413,988 |
Membership dues | $0 |
Fundraising events | $197,610 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $371,854 |
Noncash contributions included in lines 1a–1f | $46,245 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,983,452 |
Total Program Service Revenue | $42,500 |
Investment income | $19,991 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | -$17,107 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $2,065,023 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $622,888 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $160,000 |
Compensation of current officers, directors, key employees. | $24,000 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $523,329 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $118,280 |
Payroll taxes | $52,050 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $43,592 |
Advertising and promotion | $0 |
Office expenses | $25,616 |
Information technology | $62,934 |
Royalties | $0 |
Occupancy | $7,486 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $31,839 |
Interest | $18,282 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $44,188 |
Insurance | $21,461 |
All other expenses | $25,137 |
Total functional expenses | $2,042,715 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $86,001 |
Savings and temporary cash investments | $464,195 |
Pledges and grants receivable | $1,216,187 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $14,991 |
Net Land, buildings, and equipment | $1,484,028 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $3,265,402 |
Accounts payable and accrued expenses | $109,005 |
Grants payable | $438,337 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $416,847 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $220,572 |
Total liabilities | $1,184,761 |
Net assets without donor restrictions | $1,893,364 |
Net assets with donor restrictions | $187,277 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $3,265,402 |
Over the last fiscal year, United Way Of Chester County has awarded $604,920 in support to 18 organizations.
Grant Recipient | Amount |
---|---|
MOM'S HOUSE PURPOSE: ORGANIZATION SUPPORT | $20,000 |
OPEN HEARTH INC PURPOSE: ORGANIZATION SUPPORT | $165,000 |
LIFE TRANSFORMING MINISTRIES PURPOSE: ORGANIZATION SUPPORT | $117,420 |
PHOENIXVILLE AREA COMMUNITY SERVICE PURPOSE: ORGANIZATION SUPPORT | $25,000 |
OXFORD SILO WORKS PURPOSE: ORGANIZATION SUPPORT | $15,000 |
PHOENIXVILLE AREA CHILDREN'S LEARNI PURPOSE: ORGANIZATION SUPPORT | $11,250 |