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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Massachusetts Bay and Merrimack Valley

Live united

four stars

90.06

51 Sleeper Street Boston, MA 02210
tel: (617) 624-8000   Web Site
EIN: 04-2382233

Board Leadership
Penni McClean-Connor
Chair of the Board

CEO
Michael K. Durkin
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 90.06 four stars
  Financial 87.81 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 10/01/2019 and includes data from FY2018, the most recent 990 received at that time.

United Way of Massachusetts Bay and Merrimack Valley brings our communities together to help improve people's lives and strengthen the neighborhoods in our region. United Way was built on the idea that if we are to make meaningful, lasting change, we have make it easier for these efforts to come together. To make the greatest impact possible, United Way aligns a network of more than 200 independent health and human service under the same set of community goals. According to our common goals, we seek to: nurture children so that they are prepared to enter school ready to learn; provide youth with adult guidance to give them positive options for the future; and ensure that families have safe permanent homes as well as the skills and opportunities to build better futures.

United Way of Massachusetts Bay and Merrimack Valley brings our communities together to help improve people's lives and strengthen the neighborhoods in our region. United Way was built on the idea that if we are to make meaningful, lasting change, we have make it easier for these efforts to come together. To make the greatest impact possible, United Way aligns a network of more than 200 independent health and human service under the same set of community goals. According to our common goals, we seek to: nurture children so that they are prepared to enter school ready to learn; provide youth with adult guidance to give them positive options for the future; and ensure that families have safe permanent homes as well as the skills and opportunities to build better futures.

Impact Information

GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Platinum Seal of Transparency for voluntarily and publicly sharing information about how they measure their progress and results.  Learn More about Impact Information.
Reported Results
Showing 3 of 4
Total in 2018
Number of children who have the ability to use eye-hand coordination, strength, and motor control to use age-appropriate tools and utensils effectively
6,200
Number of students showing interest in topics related to STEM
1,400
Number of low-income families housed in affordable, well-maintained units as a result of the nonprofit's efforts
13,100
Number of low-income households who have received utilities assistance to keep the lights, heat and/or water on in their homes
1,800
This impact information is current as of October 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

three stars

87.81

Accountability & Transparency

four stars

93.00

This rating was published 10/01/2019 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)
84.1%
  Administrative Expenses 4.9%
  Fundraising Expenses 10.8%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 0.79
  Program Expenses Growth -2.4%
  Liabilities to Assets 10.2%
All data for Financial Performance Metrics calculations was provided by United Way of Massachusetts Bay and Merrimack Valley on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Massachusetts Bay and Merrimack Valley on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Massachusetts Bay and Merrimack Valley (MA) 90.06 four stars
United Way of Southwest Colorado (CO) 85.32 three stars
United Way of Wyandotte County (KS) 91.71 four stars
United Way of Greater Atlanta (GA) 93.68 four stars
United Way of Santa Barbara County (CA) 91.20 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $37,368,165
   Federated Campaigns $34,056
   Membership Dues $0
   Fundraising Events $4,091,929
   Related Organizations $0
   Government Grants $725,547
Total Contributions $42,219,697
   Program Service Revenue $207,702
Total Primary Revenue $42,427,399
   Other Revenue $5,608,131
TOTAL REVENUE $48,035,530
   
EXPENSES  
   Program Expenses $39,785,620
   Administrative Expenses $2,479,346
   Fundraising Expenses $5,258,448
TOTAL FUNCTIONAL EXPENSES $47,523,414
   
Payments to Affiliates $377,496
Excess (or Deficit) for the year $512,116
   
Net Assets $51,704,743

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
Creating Financial Opportunity $12,541,871 31.5%
Donor Designations $10,946,481 27.5%
Education for Youth Success $8,856,984 22.3%
Education for Children's Success $5,418,801 13.6%

Ratings History
United Way of Massachusetts Bay and Merrimack Valley has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 10/01/2019 90.06 four stars
2017-06 12/01/2018 93.42 four stars
2016-06 12/01/2017 94.08 four stars
2015-06 11/01/2016 88.99 three stars
2015-06 10/01/2016 88.63 three stars
2014-06 06/01/2016 89.15 three stars
 
CN 2.0
2014-06 11/01/2015 86.04 three stars
2013-06 12/01/2014 85.56 three stars
2012-06 09/01/2013 92.44 four stars
2011-06 10/01/2012 90.54 four stars
2010-06 09/20/2011 86.98 three stars
 
CN 1.0
2009-06 11/24/2010 76.69 two stars
2008-06 07/01/2009 75.41 two stars
2007-06 10/01/2008 75.84 two stars
2006-06 07/01/2007 74.99 two stars
2005-06 08/01/2006 73.88 two stars
2004-06 10/01/2005 84.05 three stars
2003-06 06/01/2004 76.22 two stars
2002-06 08/01/2003 82.80 three stars
2001-06 10/15/2002 77.82 two 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 04-2382233
Name in IRS Master File UNITED WAY OF MASSACHUSETTS BAY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (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, 1965
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
$336,060 0.70% Michael K. Durkin President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Massachusetts Bay and Merrimack Valley (MA) 90.06 four stars
United Way of the Lowcountry (SC) 93.29 four stars
United Way of Central Maryland (MD) 87.07 three stars
The United Way of Clark, Champaign and Madison Counties Ohio (OH) 92.22 four stars
United Way of Cleveland County (NC) 86.65 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Massachusetts Bay and Merrimack Valley
51 Sleeper Street
Boston, MA 02210
tel: (617) 624-8000
fax: (617) 624-9114
EIN: 04-2382233

Visit Web Site

Board Leadership

Penni McClean-Connor
Chair of the Board

CEO

Michael K. Durkin
President & CEO

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