Disable all preview features

Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Monongalia and Preston Counties

LIVE UNITED

three stars

89.48

278C Spruce Street Morgantown, WV 26505
tel: (304) 296-7525   Web Site
EIN: 55-0462065

Board Leadership
Seth Hayes
President

CEO
Brandi Helms
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 89.48 three stars
  Financial 90.00 four stars
  Accountability & Transparency 89.00 three stars
This rating was published 04/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The United Way of Monongalia and Preston Counties enhances the quality of life in our community by helping those in need. The United Way of Monongalia and Preston Counties will be the leader in building a stronger and healthier community by developing resources and creating partnerships to empower individuals to improve their lives. The United Way has adopted three Community Goals that keep education, income, and health in mind, while providing the sharpened focus necessary for creating the kind of strategic investments and actions that can make a bigger difference in the lives of our community members.

The United Way of Monongalia and Preston Counties enhances the quality of life in our community by helping those in need. The United Way of Monongalia and Preston Counties will be the leader in building a stronger and healthier community by developing resources and creating partnerships to empower individuals to improve their lives. The United Way has adopted three Community Goals that keep education, income, and health in mind, while providing the sharpened focus necessary for creating the kind of strategic investments and actions that can make a bigger difference in the lives of our community members.

Financial

four stars

90.00

Accountability & Transparency

three stars

89.00

This rating was published 04/01/2021 and includes data from FY2019, 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)
88.6%
  Administrative Expenses 8.1%
  Fundraising Expenses 3.2%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 0.68
  Program Expenses Growth 4.2%
  Liabilities to Assets 50.6%
All data for Financial Performance Metrics calculations was provided by United Way of Monongalia and Preston Counties on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Monongalia and Preston Counties on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monongalia and Preston Counties (WV) 89.48 three stars
United Way of Greater Topeka (KS) 89.54 three stars
United Way of Greater Lafayette (IN) 93.57 four stars
United Way of Denton County (TX) 88.19 three stars
United Way of Greater Atlanta (GA) 92.49 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,139,149
   Federated Campaigns $29,436
   Membership Dues $0
   Fundraising Events $42,183
   Related Organizations $0
   Government Grants $34,354
Total Contributions $1,245,122
   Program Service Revenue $17,400
Total Primary Revenue $1,262,522
   Other Revenue $118,969
TOTAL REVENUE $1,381,491
   
EXPENSES  
   Program Expenses $1,327,449
   Administrative Expenses $131,326
   Fundraising Expenses $38,184
TOTAL FUNCTIONAL EXPENSES $1,496,959
   
Payments to Affiliates $17,254
Excess (or Deficit) for the year $-115,468
   
Net Assets $969,212

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.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 04/01/2021 89.48 three stars
2018-06 07/01/2019 89.33 three stars
2017-06 12/01/2018 90.09 four stars
2016-06 06/01/2017 85.97 three stars
2015-06 12/01/2016 85.09 three stars
2015-06 07/01/2016 84.29 three stars
2013-12 06/01/2016 83.98 three stars
 
CN 2.0
2013-12 08/01/2015 82.03 three stars
2012-12 09/01/2014 81.48 three 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 55-0462065
Name in IRS Master File UNITED WAY OF MONONGALIA AND PRESTON COUNTIES 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 (600) Community Chest, United Way, etc.
(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 March, 1972
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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$76,862 5.13% Brandi Potock Helms CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monongalia and Preston Counties (WV) 89.48 three stars
Heart of Missouri United Way (MO) 91.31 four stars
United Way of Morgan County (AL) 86.84 three stars
United Way of the Columbia-Willamette (OR) 96.57 four stars
United Way of Pueblo County (CO) 95.62 four stars

Compare These Charities (Highly Rated)

Are you the representative for this organization? If so, click here to access the application form. As an official representative you will have the ability to update some of the information on this page.

Charity Contact Info

United Way of Monongalia and Preston Counties
278C Spruce Street
Morgantown, WV 26505
tel: (304) 296-7525
fax: (304) 296-6370
EIN: 55-0462065

Visit Web Site

Board Leadership

Seth Hayes
President

CEO

Brandi Helms
Chief Executive Officer

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.