Civic Intelligence

United Way of Mifflin-Juniata

EIN 23-1252087 • 501(c)3 • Lewistown, PA

Profile

United way of mifflin-juniata works to improve people's lives by mobilizing the caring power of the community through program and initiatives that address local needs concerning education, health, and income.

13 East Third StreetLewistown, PA 17044

www.mjunitedway.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.06x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$46,530

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

24th percentile

-7.3%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

1.2%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$621,512

Down $48,622 (-7.3%) from 2024

Liabilities

Down

$21,821

Down $1,266 (-5.5%) from 2024

Net Assets

Down

$599,691

Down $47,356 (-7.3%) from 2024

Revenue

Up

$387,282

Up $4,599 (+1.2%) from 2024

Expenses

Down

$437,482

Down $12,541 (-2.8%) from 2024

Net Income

Up

-$50,200

Up $17,140 (+25%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $710,522Liabilities 2011: $39,278Net Assets 2011: $671,2442011Assets 2012: $698,365Liabilities 2012: $13,822Net Assets 2012: $684,5432012Assets 2013: $681,903Liabilities 2013: $21,541Net Assets 2013: $660,3622013Assets 2014: $695,659Liabilities 2014: $30,540Net Assets 2014: $665,1192014Assets 2015: $673,140Liabilities 2015: $28,389Net Assets 2015: $644,7512015Assets 2016: $679,757Liabilities 2016: $34,887Net Assets 2016: $644,8702016Assets 2017: $678,262Liabilities 2017: $24,096Net Assets 2017: $654,1662017Assets 2018: $734,299Liabilities 2018: $23,773Net Assets 2018: $710,5262018Assets 2019: $739,990Liabilities 2019: $23,798Net Assets 2019: $716,1922019Assets 2020: $799,917Liabilities 2020: $52,450Net Assets 2020: $747,4672020Assets 2021: $816,237Liabilities 2021: $16,977Net Assets 2021: $799,2602021Assets 2022: $756,134Liabilities 2022: $5,256Net Assets 2022: $750,8782022Assets 2023: $717,288Liabilities 2023: $13,118Net Assets 2023: $704,1702023Assets 2024: $670,134Liabilities 2024: $23,087Net Assets 2024: $647,0472024Assets 2025: $621,512Liabilities 2025: $21,821Net Assets 2025: $599,6912025

Highlighted filing

2025

Assets$621,512
Liabilities$21,821
Net Assets$599,691

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $789,113Expenses 2011: $710,851Net Income 2011: $78,2622011Revenue 2012: $685,504Expenses 2012: $672,205Net Income 2012: $13,2992012Revenue 2013: $592,721Expenses 2013: $616,902Net Income 2013: -$24,1812013Revenue 2014: $629,468Expenses 2014: $624,711Net Income 2014: $4,7572014Revenue 2015: $594,749Expenses 2015: $615,117Net Income 2015: -$20,3682015Revenue 2016: $562,328Expenses 2016: $562,209Net Income 2016: $1192016Revenue 2017: $489,322Expenses 2017: $480,026Net Income 2017: $9,2962017Revenue 2018: $476,548Expenses 2018: $468,995Net Income 2018: $7,5532018Revenue 2019: $470,659Expenses 2019: $462,039Net Income 2019: $8,6202019Revenue 2020: $478,294Expenses 2020: $450,935Net Income 2020: $27,3592020Revenue 2021: $450,435Expenses 2021: $408,310Net Income 2021: $42,1252021Revenue 2022: $384,887Expenses 2022: $421,680Net Income 2022: -$36,7932022Revenue 2023: $574,984Expenses 2023: $623,078Net Income 2023: -$48,0942023Revenue 2024: $382,683Expenses 2024: $450,023Net Income 2024: -$67,3402024Revenue 2025: $387,282Expenses 2025: $437,482Net Income 2025: -$50,2002025

Highlighted filing

2025

Revenue$387,282
Expenses$437,482
Net Income-$50,200

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.22$0.22$6.00$3.87$4.37$0.50
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.23$6.47$3.83$4.50$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.13$7.04$5.75$6.23$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$0.05$7.51$3.85$4.22$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$0.17$7.99$4.50$4.08$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.00$0.52$7.47$4.78$4.51$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$0.24$7.16$4.71$4.62$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.24$7.11$4.77$4.69$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.24$6.54$4.89$4.80$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.80$0.35$6.45$5.62$5.62$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.73$0.28$6.45$5.95$6.15$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.31$6.65$6.29$6.25$0.05
2013Summary only. Only limited summary data is available for this year.$6.82$0.22$6.60$5.93$6.17$0.24
2012Summary only. Only limited summary data is available for this year.$6.98$0.14$6.85$6.86$6.72$0.13
2011Summary only. Only limited summary data is available for this year.$7.11$0.39$6.71$7.89$7.11$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.5
Gross Receipts
$413,784
Mission and Program Overview

Mission

United way of mifflin-juniata works to improve people's lives by mobilizing the caring power of the community through program and initiatives that address local needs conering education, health, and income.

United way of mifflin-juniata works to improve people's lives by mobilizing the caring power of the community through programs and initiatives that address local needs concerning education, health and income.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$443,711$421,840▼ $21,871
Land, Buildings, and Equipment, Net$114,927$111,032▼ $3,895
Pledges and Grants Receivable$61,712$35,769▼ $25,943
Investments in Publicly Traded Securities$1,765$2,099▲ $334
Accounts Receivable$0$103▲ $103
Total Assets$670,134$621,512▼ $48,622
Other Assets Total$48,019$50,669▲ $2,650
Liabilities
Accounts Payable and Accrued Expenses$23,087$21,821▼ $1,266
Total Liabilities$23,087$21,821▼ $1,266
Net Assets / Fund Balance
Net Assets With Donor Restrictions$301,227$339,636▲ $38,409
Net Assets Without Donor Restrictions$345,820$260,055▼ $85,765
Total Net Assets Fund Balance$647,047$599,691▼ $47,356
Total Liabilities and Net Assets / Fund Balance$670,134$621,512▼ $48,622

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$110,532$49,210$159,742
Equipment$0$25,045$25,045
Land$500-$500
Other Assets Org$50,669--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$98,860$3,727▲ $2,054-$104,641
2023$93,824$3,839▲ $1,197-$98,860
2022$92,939-▲ $885-$93,824
2021$84,710$8,050▲ $179-$92,939
2020$80,130$4,330▲ $250-$84,710
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Colette HartzlerExecutive DirectorFT$46,530$46,530

Board Members and Trustees

NameTitle
Candace HoffmanPresident
William BurmeisterVice President
Ana LopezDirector
Beth Metz GilmoreDirector
Brett RogersDirector
Christina Calkins-mazurDirector
Jeff DavisDirector
Jeff MooreDirector
Jose LopezDirector
Kristen GraybillDirector
Lisa SnyderDirector
Monica MaxwellDirector
Noah WiseDirector
Rhonda KelleyDirector
Ruth FisherDirector
Sue ReinkeDirector
Corrinne PierceAssistant Treasurer
Holly DeanCommunity Impact Coordinat
Michael PetroskiSecretary
Tyler HessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$361,536
Program Service Revenue
$0
Investment Income
$5,432
Other Revenue
$20,314
Change in Net Assets
$-50,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$252,069
Salaries, Compensation, and Employee Benefits$99,981
Other Expenses$85,432
Total Fundraising Expense$25,355
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$252,069--$252,069
Current Officers, Directors, Trustees, and Key Employees$25,675$13,954$6,901$46,530
Other Salaries and Wages$25,377$13,791$6,819$45,987
Fees for Services Accounting$14,729$8,005$3,959$26,693
Office Expenses$15,762$5,651$2,794$24,207
Payments to Affiliates$9,071--$9,071
Occupancy$4,206$2,285$1,130$7,621
Payroll Taxes$4,119$2,238$1,107$7,464
Insurance$3,397$1,846$913$6,156
Depreciation Depletion$2,149$1,168$578$3,895
Other Expenses$1,031$561$276$1,868
Advertising$937$509$252$1,698
Travel$908$493$244$1,645
Total Functional Expenses$360,853$51,274$25,355$437,482
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Compass Community ConnectionsLewistown, PA501(c)3Social, Recreational and Training Opportunities for Intelectually Challenged Individuals of All Ages$30,000
Lumina CenterLewistown, PA501(c)3Supervised, Safe, Drug Free Facility Offering Activities for Children$29,600
Abuse NetworkLewistown, PA501(c)3Domestic Violence Shelter$24,000
Mifflin County LibraryLewistown, PA501(c)3CHILDREN'S READING PROGRAM$22,000
Community Partnerships Rc&dLewistown, PA501(c)3Education to Students in Grades 6-8 Who Could Be at Risk Due to Issues and Trauma at Home$17,000
Bob Perks Cancer FundState College, PA501(c)3Provide Financial Support to Qualifying Families Who Have a Family Member Diagnosed With Cancer$15,000
Juniata County LibraryMifflintown, PA501(c)3CHILDREN'S READING PROGRAM$15,000
NuvisionsLewistown, PA501(c)3Subsidized Eye Care for Those Unable to Afford Care$15,000
Juniata Council-boy Scouts of AmericaReedsville, PA501(c)3Comprehensive Youth Development$12,000
American Red CrossHarrisburg, PA501(c)3Emergency Services (fire, Flood, Etc)$10,740
Crossroads Pregnancy CenterLewistown, PA501(c)3Mentoring Program Concerning Pregnancy and Parenting$10,000
Juniata Valley YmcaBurnham, PA501(c)3Providing Summer Camp Programing to Children K-6 for the Purpose of Health$10,000
Paul W Delauter Youth CenterMifflintown, PA501(c)3Provide Safe and Free Environment for Children to Develop Into Contributing Members of Our Community$10,000
Midpenn Legal ServicesHarrisburg, PA501(c)3Legal Advice to Income Eligible Citizens$7,300
Christian Retreat CenterEast Waterford, PA501(c)3Provide 20 Children With a Week Giving Them a Week of Outdoor Recreational Activities, Interpersonal Relationship Building With Peers and Mentors, Nutritious, Home Cooked Meals, a Safe and Uplifting Environment Focused on Their Well-being, a Break From Electronic Devices in Favor of Hands-on-learning.$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,209
Fundraising Direct Expenses$26,502
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$24,555$24,555$2,317$22,238
Total Events$24,555$24,555$14,326$10,229
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The finance committee reviews the completed draft of the fiancial statements and form 990 with the executive committee. The completed financial statements and form 990 are reviewed and approved by the board of directors prior to its submission to the internal revenue service. Following submission, the documents are made available to the public on the organization's website.

Form 990, Part VI, Section B, Line 12C

Annual board disclosure and self disclosure throughout the year are conducted.

Form 990, Part VI, Section B, Line 15A

The executive committee of the board of directors reviews comparability data from other united way organizations that are of a similar size, as well as other non-profits, and then determines and approves the annual compensation of the executive director. The compensation for the executive director is then made available on the organization's completed form 990.

Form 990, Part VI, Section C, Line 19

The governing documents, codes of conduct forms, and financial documents are available to the public upon request. Financial documents are made available to the public on the organization's website and by request.

Filing and Contact Details

Filer

Filer Name
United Way of Mifflin-juniata
EIN
23-1252087
Phone
7172489636
Address
13 EAST THIRD STREET, LEWISTOWN, PA 17044

Signing Officer

Name
Colette Hartzler
Title
Executive Director
Phone
7172489636
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colette Hartzler
Formed
1935
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
4
Volunteers
477

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Daniel Bradley CPA
Phone
8149446191
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The purpose of the fund is to add financial stability to uwmj and help ensure its ability to meet community needs for health and human services. The income from the fund, as herein defined, shall provide periodic income to uwmj for the purposes herein described. The board shall make distributions from fund income and shall consider the recommendations of the planned giving committee. Any organization or agency providing health and/or human service programs in the mifflin-juniata area and currently classified as a 501(c)(3) organization by the internal revenue service is a potential beneficiary. Grants from fund income may be made for, but are not limited to, the following purposes: providing a source of income to stabilize community services of uwmj operations against fluctuation in annual campaign revenues; providing a source or income to fund agency services beyond annual campaign capability; providing funding for community services in times of natural disaster or emergency; and providing flexibility to fund programs not possible through annual campaign revenue including, but not limited to equipment and building needs, capital expenditures, venture grants, cover costs/defray administrative costs, challenge grants, and other special projects.

Raw XML AppendixShowing 400 of 704 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0UNITED WAY OF MIFFLIN-JUNIATA WORKS TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY THROUGH PROGRAMS AND INITIATIVES THAT ADDRESS LOCAL NEEDS CONCERNING EDUCATION, HEALTH AND INCOME.
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IRS990/Desc0COMMUNITY INVESTMENT IS THE PROCESS OF INVOLVING A DIVERSE GROUP OF CITIZENS WHO VOLUNTEER THEIR TIME TO DETERMINE HOW TO INVEST DONATIONS AND RESOURCES TO MEET THE MOST CRITICAL NEEDS IN THE COMMUNITY. VOLUNTEERS REVIEW AGENCY APPLICATIONS AND CONSIDER THE NEEDS OF THE COMMUNITY BASED ON A COMPREHENSIVE ASSESSMENT, AS WELL AS THE RESOURCES AVAILABLE AND WHICH AGENCIES PROVIDE QUALITY SERVICES THAT MEET COMMUNITY NEEDS. BASED ON THE EVALUATION, FUNDING IS PROVIDED TO PARTNER AGENCIES. THROUGH THIS PROCESS, THE UNITED WAY OF MIFFLIN-JUNIATA ALSO PROVIDES LEADERSHIP ENSURING THAT CRITICAL ISSUES ARE BEING ADDRESSED AND EMERGING NEEDS ARE MET THROUGH CONVENING AGENCIES, INDIVIDUALS AND BUSINESSES.
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IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTINA CALKINS-MAZUR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17COMMUNITY IMPACT COORDINAT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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