Disable all preview features

Community Development : United Ways (Fundraising)

United Way of Monongalia and Preston Counties

LIVE UNITED

three stars

85.09

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

Board Leadership
Matthew Heiskell
President

CEO
Brandi Helms
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 85.09 three stars
  Financial 78.92 two stars
  Accountability & Transparency 100.00 four stars
This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

two stars

78.92

Accountability & Transparency

four stars

100.00

This rating was published 12/01/2016 and includes data from FY2015, 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)
85.6%
  Administrative Expenses 9.2%
  Fundraising Expenses 5.1%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.51
  Program Expenses Growth -2.6%
  Liabilities to Assets 62.6%
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) 85.09 three stars
United Way California Capital Region (CA) 87.50 three stars
United Way of South Mississippi (MS) 86.15 three stars
United Way of Palm Beach County (FL) 88.13 three stars
United Way of Monmouth County (NJ) 96.46 four stars

Compare These Charities (Highly Rated)

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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,206,316
   Federated Campaigns $12,295
   Membership Dues $0
   Fundraising Events $57,890
   Related Organizations $0
   Government Grants $38,600
Total Contributions $1,315,101
   Program Service Revenue $46,965
Total Primary Revenue $1,362,066
   Other Revenue $35,990
TOTAL REVENUE $1,398,056
   
EXPENSES  
   Program Expenses $1,161,267
   Administrative Expenses $134,861
   Fundraising Expenses $41,363
TOTAL FUNCTIONAL EXPENSES $1,337,491
   
Payments to Affiliates $15,419
Excess (or Deficit) for the year $60,565
   
Net Assets $681,100

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
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]
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, 2015
  • June, 2014
  • December, 2013
  • December, 2012
  • December, 2011

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).

We invite you to share your opinions, thoughts, experiences, and stories about this charity here to help inform the decisions of other donors.  
Need more help getting started? Check out our FAQs.
 
This tool is not for questions about Charity Navigator, such as how we derived this charity’s rating. We will happily answer those questions if you contact us directly. Likewise, if you have questions for this charity, then we encourage you to contact the charity directly (we include the charity’s contact information in the upper left-hand corner of this page) since few charities regularly monitor this commenting tool.

Compensation % of Expenses Paid to Title
$68,027 5.08% Brandi Potock Helms Executive Director

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monongalia and Preston Counties (WV) 85.09 three stars
United Way of Northern Utah (UT) 86.57 three stars
United Way of the National Capital Area (VA) 85.64 three stars
United Way of Central Illinois (IL) 89.47 three stars
United Way of Portage County, OH (OH) 86.27 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

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

Matthew Heiskell
President

CEO

Brandi Helms
Chief Executive Officer

Did You Know We’re a Charity Too?

Charity Navigator has a wonderful community of nearly 7 million givers. Together we’ve been able to:

  • Continually provide new and updated charity ratings
  • Increase charity transparency and awareness
  • Support the long-term missions of charities through our encouragement of informed giving

Whether you’re a first-time giver or a long-time user, we love having you in our community. Your gift of any size is appreciated!

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.

Help & Support