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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Westchester and Putnam

Live United

three stars

84.09

336 Central Park Avenue White Plains, NY 10606
tel: (914) 997-6700   Web Site
EIN: 13-1997636

Board Leadership
June K. Blanc
Chair

CEO
Tom Gabriel
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 84.09 three stars
  Financial 77.50 two stars
  Accountability & Transparency 100.00 four stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

United Way of Westchester and Putnam is dedicated to improving the lives of 40% of our neighbors who live in poverty or paycheck to paycheck, often hardworking families struggling to make ends meet. United Way provides strategic resources and tools to help financially struggling residents lead a better, more stable life, including our 211 helpline operating 24/7 across the lower Hudson Valley, early literacy programming for preschoolers in underserved communities, job skills training and financial empowerment for financially struggling adults and families, as well as access to health services and discounts on prescription drugs. United Way supports hundreds of local nonprofits with $2-3 million in essential goods for basic needs annually, provides affordable professional development, and connects nonprofits to new resources. We partner with corporations, nonprofits, schools, and governments to further our impact by leveraging our collective strengths against the strongholds of poverty.

United Way of Westchester and Putnam is dedicated to improving the lives of 40% of our neighbors who live in poverty or paycheck to paycheck, often hardworking families struggling to make ends meet. United Way provides strategic resources and tools to help financially struggling residents lead a better, more stable life, including our 211 helpline operating 24/7 across the lower Hudson Valley, early literacy programming for preschoolers in underserved communities, job skills training and financial empowerment for financially struggling adults and families, as well as access to health services and discounts on prescription drugs. United Way supports hundreds of local nonprofits with $2-3 million in essential goods for basic needs annually, provides affordable professional development, and connects nonprofits to new resources. We partner with corporations, nonprofits, schools, and governments to further our impact by leveraging our collective strengths against the strongholds of poverty.

Impact Information

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Financial

two stars

77.50

Accountability & Transparency

four stars

100.00

This rating was published 08/01/2019 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)
88.2%
  Administrative Expenses 7.9%
  Fundraising Expenses 3.7%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.16
  Program Expenses Growth -9.7%
  Liabilities to Assets 32.0%
All data for Financial Performance Metrics calculations was provided by United Way of Westchester and Putnam on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Westchester and Putnam on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Westchester and Putnam (NY) 84.09 three stars
United Way of East Central Iowa (IA) 91.67 four stars
United Way of Southwest Louisiana (LA) 91.12 four stars
United Way of Brevard (FL) 90.33 four stars
United Way of the Black Hills (SD) 91.48 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $7,376,941
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $403,878
   Related Organizations $0
   Government Grants $0
Total Contributions $7,780,819
   Program Service Revenue $1,090,687
Total Primary Revenue $8,871,506
   Other Revenue $79,826
TOTAL REVENUE $8,951,332
   
EXPENSES  
   Program Expenses $7,675,599
   Administrative Expenses $870,714
   Fundraising Expenses $328,327
TOTAL FUNCTIONAL EXPENSES $8,874,640
   
Payments to Affiliates $94,329
Excess (or Deficit) for the year $76,692
   
Net Assets $3,275,473

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
Community Impact Initiatives $3,339,162 43.5%
Contributions to Other United Ways $2,982,057 38.9%
2-1-1 Helpline and Online Referral Database $1,352,001 17.6%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 08/01/2019 84.09 three stars
2018-06 07/01/2019 83.84 three stars
2017-06 12/01/2018 90.52 four stars
2016-06 11/01/2017 87.38 three stars
2015-06 10/01/2016 89.02 three stars
2014-06 06/01/2016 90.71 four stars
 
CN 2.0
2014-06 11/01/2015 91.33 four stars
2013-06 02/01/2015 91.97 four stars
2012-06 10/01/2013 81.31 three stars
2011-06 06/01/2012 78.94 two stars
2010-06 09/20/2011 78.12 two stars
 
CN 1.0
2010-06 07/01/2011 66.66 one star
2009-06 11/01/2010 60.11 one star
2008-06 08/01/2009 67.55 one star
2007-06 10/01/2008 78.86 two stars
2006-06 11/01/2007 66.58 one star
2005-06 10/01/2006 63.73 one star
2004-06 12/01/2005 65.13 one star
2003-06 10/01/2004 70.83 two stars
2002-06 11/01/2003 77.94 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 13-1997636
Name in IRS Master File UNITED WAY OF WESTCHESTER AND PUTNAM 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 (602) Gifts, grants, or loans to other organizations
(600) Community Chest, United Way, etc.
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 Central - the organization is a parent (group ruling) and is not a church or 501(c)(1) organization.
Group Name UNITED WAY OF WESTCHESTER AND PUTNAM INC
Ruling Date October, 1974
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
$156,744 1.76% Alana Sweeny President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Westchester and Putnam (NY) 84.09 three stars
United Way of the Mid-South (TN) 90.02 four stars
Bergen County's United Way (NJ) 91.16 four stars
United Way of Allen County (IN) 90.34 four stars
United Way of Baldwin County (AL) 97.32 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Westchester and Putnam
336 Central Park Avenue
White Plains, NY 10606
tel: (914) 997-6700
fax: (914) 949-6438
EIN: 13-1997636

Visit Web Site

Board Leadership

June K. Blanc
Chair

CEO

Tom Gabriel
President, CEO

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