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Community Development : United Ways (Grantmaking)

United Way of Southern West Virginia

Live United.

two stars

77.15

110 Croft Street Beckley, WV 25801
tel: (304) 253-2111   Web Site
EIN: 55-0562858

Board Leadership
Angela Ramsey
President

CEO
Trena Dacal
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 77.15 two stars
  Financial 70.00 two stars
  Accountability & Transparency 88.00 three stars
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The United Way of Southern West Virginia improves lives in Southern West Virginia by focusing on the building blocks for a good quality of life: health, education and financial stability. We work every day to mobilize the caring power of the people and organizations that have the passion, expertise and resources needed to make change. We envision our communities as a place where all people achieve their individual potential through education, financial stability and healthy lives.

The United Way of Southern West Virginia improves lives in Southern West Virginia by focusing on the building blocks for a good quality of life: health, education and financial stability. We work every day to mobilize the caring power of the people and organizations that have the passion, expertise and resources needed to make change. We envision our communities as a place where all people achieve their individual potential through education, financial stability and healthy lives.

Financial

two stars

70.00

Accountability & Transparency

three stars

88.00

This rating was published 06/01/2021 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)
89.9%
  Administrative Expenses 4.6%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) < 0.01
  Program Expenses Growth -11.1%
  Liabilities to Assets 116.6%
All data for Financial Performance Metrics calculations was provided by United Way of Southern West Virginia on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Southern West Virginia on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Southern West Virginia (WV) 77.15 two stars
United Way of the Cape Fear Area (NC) 90.81 four stars
The Greenwich United Way (CT) 94.25 four stars
United Way of Southeast Missouri (MO) 90.29 four stars
United Way of Central Indiana (IN) 97.73 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $421,423
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $421,423
   Program Service Revenue $0
Total Primary Revenue $421,423
   Other Revenue $300,087
TOTAL REVENUE $721,510
   
EXPENSES  
   Program Expenses $589,600
   Administrative Expenses $40,842
   Fundraising Expenses $50,714
TOTAL FUNCTIONAL EXPENSES $681,156
   
Payments to Affiliates $8,647
Excess (or Deficit) for the year $40,354
   
Net Assets $-53,818

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
Allocations and Financial Support $589,600 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 77.15 two stars
2018-12 03/01/2020 79.54 two stars
2017-12 12/01/2019 82.32 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 55-0562858
Name in IRS Master File UNITED WAY OF SOUTHERN WV 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 August, 1965
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$63,917 9.38% Michelle Rotellini Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Southern West Virginia (WV) 77.15 two stars
United Way of Lane County (OR) 94.69 four stars
United Way of Beaumont & North Jefferson County (TX) 94.05 four stars
United Way of Greenville County (SC) 90.73 four stars
United Way of Southwest Colorado (CO) 93.87 four stars

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Charity Contact Info

United Way of Southern West Virginia
110 Croft Street
Beckley, WV 25801
tel: (304) 253-2111
EIN: 55-0562858

Visit Web Site

Board Leadership

Angela Ramsey
President

CEO

Trena Dacal
Executive Director

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