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Community Development : United Ways (Grantmaking)

United Way of the Valley & Greater Utica Area

Live United

three stars

88.48

201 Lafayette Street Suite 201
Utica, NY 13502
tel: (315) 733-4691   Web Site
EIN: 15-0532074

Board Leadership
Cathleen McColgin
President

CEO
Brenda E. Episcopo
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 88.48 three stars
  Financial 83.71 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 10/01/2017 and includes data from FY2016, the most recent 990 received at that time.

United Way of the Valley and Greater Utica Area is an independent, locally governed United Way non-profit organization that has been serving the people of the Mohawk Valley since 1921. United Way Worldwide is internationally recognized as a non-profit leader in building a stronger and more vibrant community. Our mission globally, is to improve lives by mobilizing the caring power of communities around the world, and to advance the common good by focusing on education, health and income.

United Way of the Valley and Greater Utica Area is an independent, locally governed United Way non-profit organization that has been serving the people of the Mohawk Valley since 1921. United Way Worldwide is internationally recognized as a non-profit leader in building a stronger and more vibrant community. Our mission globally, is to improve lives by mobilizing the caring power of communities around the world, and to advance the common good by focusing on education, health and income.

Financial

three stars

83.71

Accountability & Transparency

four stars

100.00

This rating was published 10/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.5%
  Administrative Expenses 9.7%
  Fundraising Expenses 9.6%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 1.15
  Program Expenses Growth -4.1%
  Liabilities to Assets 17.5%
All data for Financial Performance Metrics calculations was provided by United Way of the Valley & Greater Utica Area on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Valley & Greater Utica Area on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Valley & Greater Utica Area (NY) 88.48 three stars
United Way of Passaic County (NJ) 91.05 four stars
United Way of Massachusetts Bay and Merrimack Valley (MA) 94.08 four stars
United Way of Northeast Louisiana (LA) 89.47 three stars
United Way of Monterey County (CA) 87.67 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $157,740
   Federated Campaigns $1,967,699
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,125,439
   Program Service Revenue $0
Total Primary Revenue $2,125,439
   Other Revenue $102,019
TOTAL REVENUE $2,227,458
   
EXPENSES  
   Program Expenses $1,869,443
   Administrative Expenses $217,137
   Fundraising Expenses $213,291
TOTAL FUNCTIONAL EXPENSES $2,299,871
   
Payments to Affiliates $21,052
Excess (or Deficit) for the year $-72,413
   
Net Assets $2,888,959

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grant Distribution $1,869,443 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 10/01/2017 88.48 three stars
2015-06 08/01/2016 79.77 two stars
2014-06 06/01/2016 83.17 three stars
 
CN 2.0
2014-06 09/01/2015 80.56 three stars
2014-06 04/01/2015 79.06 two stars
2012-12 04/01/2014 76.64 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 15-0532074
Name in IRS Master File UNITED WAY OF THE VALLEY & GREATER UTICA AREA INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1956
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$90,654 3.94% Brenda Episcopo Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Valley & Greater Utica Area (NY) 88.48 three stars
United Way of Johnson and Washington Counties (IA) 90.97 four stars
United Way of West Alabama (AL) 86.87 three stars
Centre County United Way (PA) 91.78 four stars
Metro United Way (KY) 85.02 three stars

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Charity Contact Info

United Way of the Valley & Greater Utica Area
201 Lafayette Street
Suite 201
Utica, NY 13502
tel: (315) 733-4691
fax: (315) 733-4105
EIN: 15-0532074

Visit Web Site

Board Leadership

Cathleen McColgin
President

CEO

Brenda E. Episcopo
Executive Director

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