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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Dutchess-Orange Region

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Impact Information is available from our partner, GuideStar

three stars

85.33

75 Market Street Poughkeepsie, NY 12601
tel: (845) 471-1900   Web Site
EIN: 06-1045698

Board Leadership
David Jolly
Chair of the Board

CEO
Jeannie Montano
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 85.33 three stars
  Financial 79.26 two stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1987, United Way of the Dutchess-Orange Region builds a stronger, healthier community by raising funds, developing resources and forging partnerships that make a measurable difference in people's lives. United Way of the Dutchess-Orange Region works to invest in solutions to our community's biggest challenges by partnering with all sectors of the community to identify resources and leverage volunteers to make the Dutchess-Orange region a better place for our children and families. United Way of the Dutchess-Orange Region works primarily on education, income, and health in the community.

Founded in 1987, United Way of the Dutchess-Orange Region builds a stronger, healthier community by raising funds, developing resources and forging partnerships that make a measurable difference in people's lives. United Way of the Dutchess-Orange Region works to invest in solutions to our community's biggest challenges by partnering with all sectors of the community to identify resources and leverage volunteers to make the Dutchess-Orange region a better place for our children and families. United Way of the Dutchess-Orange Region works primarily on education, income, and health in the community.

Impact Information

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This impact information is current as of July 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

two stars

79.26

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 and includes data from FY2018, 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)
74.4%
  Administrative Expenses 8.6%
  Fundraising Expenses 16.8%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) 1.51
  Program Expenses Growth -3.2%
  Liabilities to Assets 6.9%
All data for Financial Performance Metrics calculations was provided by United Way of Dutchess-Orange Region on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Dutchess-Orange Region on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Dutchess-Orange Region (NY) 85.33 three stars
United Way of Frederick County (MD) 89.34 three stars
United Way of Midland County (MI) 91.66 four stars
United Way of Rock River Valley (IL) 90.73 four stars
Allegan County United Way (MI) 88.57 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,842,639
   Federated Campaigns $714
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $197,523
Total Contributions $2,040,876
   Program Service Revenue $0
Total Primary Revenue $2,040,876
   Other Revenue $359,259
TOTAL REVENUE $2,400,135
   
EXPENSES  
   Program Expenses $2,118,274
   Administrative Expenses $190,108
   Fundraising Expenses $451,389
TOTAL FUNCTIONAL EXPENSES $2,759,771
   
Payments to Affiliates $28,013
Excess (or Deficit) for the year $-359,636
   
Net Assets $4,720,670

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
Financial Stability Programs $961,541 45.4%
Health Programs $600,044 28.3%
Education Programs $417,896 19.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 85.33 three stars
2017-06 12/01/2018 86.57 three stars
2016-06 08/01/2017 83.67 three stars
2016-06 07/01/2017 82.72 three stars
2015-06 06/01/2016 90.36 four stars
 
CN 2.0
2015-06 04/01/2016 90.11 four 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 06-1045698
Name in IRS Master File UNITED WAY OF THE DUTCHESS-ORANGE REGION 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.
(601) Booster club
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, 1982
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
Compensation % of Expenses Paid to Title
$135,311 4.90% Jeannie Montano President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Dutchess-Orange Region (NY) 85.33 three stars
United Way of Buffalo & Erie County (NY) 96.54 four stars
United Way of Williamson County (TN) 97.15 four stars
United Way of Lincoln and Lancaster County (NE) 85.43 three stars
United Way of Northwest Arkansas (AR) 85.85 three stars

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Charity Contact Info

United Way of Dutchess-Orange Region
75 Market Street
Poughkeepsie, NY 12601
tel: (845) 471-1900
fax: (845) 471-1933
EIN: 06-1045698

Visit Web Site

Board Leadership

David Jolly
Chair of the Board

CEO

Jeannie Montano
President, CEO

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