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Community Development : United Ways (Grantmaking)

United Way of the Eastern Panhandle

Serving the West Virginia Counties of Berkeley, Jefferson & Morgan

three stars

87.52

24 District Way Suite 201
Martinsburg, WV 25404
tel: (304) 263-0603   Web Site
EIN: 55-6024725

Board Leadership
Chuck Ellison
Chair

CEO
Penny Porter
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 87.52 three stars
  Financial 84.28 three stars
  Accountability & Transparency 92.00 four stars
This rating was published 12/21/2016 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

three stars

84.28

Accountability & Transparency

four stars

92.00

This rating was published 12/21/2016 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)
82.5%
  Administrative Expenses 5.7%
  Fundraising Expenses 11.6%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 1.61
  Program Expenses Growth -13.0%
  Liabilities to Assets 3.6%
All data for Financial Performance Metrics calculations was provided by United Way of the Eastern Panhandle on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Eastern Panhandle on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Eastern Panhandle (WV) 87.52 three stars
Fondos Unidos de Puerto Rico (PR) 85.44 three stars
United Way of Forsyth County - NC (NC) 88.25 three stars
United Way of Gloucester County (NJ) 87.16 three stars
United Way of East Central Alabama (AL) 89.81 three stars

Compare These Charities (Highly Rated)

United Way of the Eastern Panhandle, the region's trusted central resource for donor philanthropy, is a non-profit organization serving the counties of Berkeley, Jefferson, and Morgan of West Virginia's Eastern Panhandle. UWEP is dedicated to mobilizing the community through volunteerism, advocacy, and resource development to improve the education, income, and health of residents throughout the area. United Way of the Eastern Panhandle engages the community to identify the most significant local issues, builds collaborative partnerships, develops strategies, and brings together financial and human capital to address areas of need and measure results.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $0
   Federated Campaigns $1,024,884
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,024,884
   Program Service Revenue $230,183
Total Primary Revenue $1,255,067
   Other Revenue $6,046
TOTAL REVENUE $1,261,113
   
EXPENSES  
   Program Expenses $980,922
   Administrative Expenses $101,566
   Fundraising Expenses $154,822
TOTAL FUNCTIONAL EXPENSES $1,237,310
   
Payments to Affiliates $11,280
Excess (or Deficit) for the year $23,803
   
Net Assets $2,229,481

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
Fund Distribution $568,803 58.0%
Health and Human Service Collaborative $119,971 12.2%
Summer Youth Employment Program $117,244 12.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 12/21/2016 87.52 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 55-6024725
Name in IRS Master File UNITED WAY OF THE EASTERN PANHANDLE 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.
(927) Fundraising
(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 August, 1971
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
  • June, 2013
  • June, 2012
  • June, 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).

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Compensation % of Expenses Paid to Title
None reported -- This organization did not report a CEO

United Way of the Eastern Panhandle, the region's trusted central resource for donor philanthropy, is a non-profit organization serving the counties of Berkeley, Jefferson, and Morgan of West Virginia's Eastern Panhandle. UWEP is dedicated to mobilizing the community through volunteerism, advocacy, and resource development to improve the education, income, and health of residents throughout the area. United Way of the Eastern Panhandle engages the community to identify the most significant local issues, builds collaborative partnerships, develops strategies, and brings together financial and human capital to address areas of need and measure results.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Eastern Panhandle (WV) 87.52 three stars
United Way of Yellowstone County (MT) 87.03 three stars
United Way of Wyoming Valley (PA) 86.85 three stars
United Way of Rutherford and Cannon Counties (TN) 90.26 four stars
United Way of Wayne and Holmes Counties (OH) 87.60 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of the Eastern Panhandle
24 District Way
Suite 201
Martinsburg, WV 25404
tel: (304) 263-0603
fax: (304) 263-0614
EIN: 55-6024725

Visit Web Site

Board Leadership

Chuck Ellison
Chair

CEO

Penny Porter
Chief Executive Officer

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