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Community Development : United Ways

Valley United Way

Live United.

74.75

54 Grove Street Suite 1
Shelton, CT 06484
tel: (203) 926-9478   Web Site
EIN: 06-0847098

Board Leadership
Patrick Charmel
Board Chair

CEO
David Kennedy
Interim President, CEO

Charity Navigator

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  Score
(out of 100)
Rating
Overall Score & Rating 74.75
  Financial 65.20
  Accountability & Transparency 92.00
This rating was published 04/01/2022 and includes data from FY2020, the most recent 990 received at that time.

Valley United Way is a leading philanthropic organization serving the towns of Ansonia, Derby, Oxford, Seymour, and Shelton. Our mission is to improve lives by mobilizing the caring power of our community through philanthropy, volunteerism, and collaboration. We aim to improve the quality of life for people living and working in the Valley by funding programs and organizations that make a measurable difference. Valley United Way's purpose is to raise, invest, and leverage funds annually to help support 16 health & human service organizations whose work benefits those living in our five Valley towns.

Valley United Way is a leading philanthropic organization serving the towns of Ansonia, Derby, Oxford, Seymour, and Shelton. Our mission is to improve lives by mobilizing the caring power of our community through philanthropy, volunteerism, and collaboration. We aim to improve the quality of life for people living and working in the Valley by funding programs and organizations that make a measurable difference. Valley United Way's purpose is to raise, invest, and leverage funds annually to help support 16 health & human service organizations whose work benefits those living in our five Valley towns.

Financial

65.20

Accountability & Transparency

92.00

This rating was published 04/01/2022 and includes data from FY2020, 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)
74.6%
  Administrative Expenses 12.9%
  Fundraising Expenses 12.3%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 0.23
  Program Expenses Growth -4.8%
  Liabilities to Assets 51.9%
All data for Financial Performance Metrics calculations was provided by Valley United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Valley United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Valley United Way (CT) 74.75
United Way of South Texas (TX) 95.00
United Way of San Antonio and Bexar County (TX) 85.64
United Way of Central Indiana (IN) 99.91
The United Way of Youngstown and the Mahoning Valley (OH) 97.17

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $282,646
   Federated Campaigns $535,802
   Membership Dues $0
   Fundraising Events $900
   Related Organizations $0
   Government Grants $0
Total Contributions $819,348
   Program Service Revenue $0
Total Primary Revenue $819,348
   Other Revenue $38,515
TOTAL REVENUE $857,863
   
EXPENSES  
   Program Expenses $670,972
   Administrative Expenses $130,932
   Fundraising Expenses $96,103
TOTAL FUNCTIONAL EXPENSES $898,007
   
Payments to Affiliates $9,898
Excess (or Deficit) for the year $-40,144
   
Net Assets $253,886

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
2020-06 04/01/2022 74.75
2019-06 04/01/2021 83.04
2018-06 04/01/2020 81.82

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 06-0847098
Name in IRS Master File VALLEY UNITED WAY INCORPORATED
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 (927) Fundraising
(602) Gifts, grants, or loans to other organizations
Foundation Status Church 170(b)(1)(A)(i)
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 October, 1968
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
$67,409 7.50% Sharon Gibson-Ellis President
Other Salaries of Note
Not compensated -- David Kennedy Interim President

Highly Rated

Charity Name & State Overall Score Overall Rating
Valley United Way (CT) 74.75
United Way of Long Island (NY) 89.98
United Way of Mid & South Jefferson County (TX) 86.56
United Way of Bartholomew County (IN) 98.23
United Way of Fort Smith Area (AR) 88.54

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Valley United Way
54 Grove Street
Suite 1
Shelton, CT 06484
tel: (203) 926-9478
fax: (203) 926-1368
EIN: 06-0847098

Visit Web Site

Board Leadership

Patrick Charmel
Board Chair

CEO

David Kennedy
Interim President, CEO

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