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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
Alana Sweeny
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.

The mission of the United Way of Westchester and Putnam is to advance the common good. With your help we can create opportunities for a better life by focusing on a quality education that leads to a better job which provides income that can support a family through retirement and good health. Everything we do supports these building blocks for a better life--and that affects all of us. United Way tackles complex problems by figuring out what's causing them, then building community teams--experts in non-profit, business, government and educational communities--to find ways to overcome them. The goal is to produce lasting change.

The mission of the United Way of Westchester and Putnam is to advance the common good. With your help we can create opportunities for a better life by focusing on a quality education that leads to a better job which provides income that can support a family through retirement and good health. Everything we do supports these building blocks for a better life--and that affects all of us. United Way tackles complex problems by figuring out what's causing them, then building community teams--experts in non-profit, business, government and educational communities--to find ways to overcome them. The goal is to produce lasting change.

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
The Greenwich United Way (CT) 85.37 three stars
Great Rivers United Way (WI) 95.47 four stars
United Way of Eastern Maine (ME) 89.20 three stars
Heart of Florida United Way (FL) 98.23 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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
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 Tompkins County (NY) 90.28 four stars
United Way of the Capital Region (PA) 91.62 four stars
United Way of Lane County (OR) 94.69 four stars
United Way of Greater Kingsport (TN) 87.79 three stars

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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

Alana Sweeny
President, CEO

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