United Way of Ulster County Inc

Overview

Mission

United way of ulster county builds a coalition of compassion to address existing and emerging needs.

What it reported doing in 2024

United way of ulster county advanced community well-being through programs focused on healthy community, financial security, youth opportunity, and community resiliency. The organization provided free tax preparation services through the vita program, helping households access refunds and tax credits. Youth council engaged young people in civic leadership and volunteerism, while the youth employment program supported workforce readiness and payroll administration for participating youth. Through the 211 information and referral system, residents were connected to essential health and human services. United way also strengthened the nonprofit sector through nonprofits united collaborative initiatives and the nonprofit incubator, providing training, resource sharing, and capacity- building support for local organizations.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 63% for direct work, and 37% for grants.

Nonprofit profile at a glance

EIN
141409654
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Headquarters
Kingston, NY, USA
Phone
8453314199
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 90
  • Accountability: 91
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.6%; rating input score 84
  • Program expense ratio: 85%; rating input score 85
  • Fundraising efficiency: $4.24 raised per $1 spent on fundraising; rating input score 14; 14th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 98.5%; rating input score 98; 35th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 91.7%; rating input score 92; 22nd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.1%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.73; rating input score 27; 27th percentile among comparable filings
  • Liabilities to assets ratio: 0.27; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 3.8%; rating input score 62; 62nd percentile among comparable filings

Growth

  • Program expense growth: 6.5% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 6.8% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: 15.2% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 83.6% of revenue deployed · 85% of spending went to programs
  • Governance: 11 of 12 board members independent · 8 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $1.9M in reported program spending
  • Leadership: top reported pay $71K · 14 people listed
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 11 annual filings from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 19 filed money-flow records
  • Related organizations: 17 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Leadership & pay

14 people listed

Highest reported compensation

  • STEPHANIE KEARNS (PRESIDENT &): $70,934 total reported compensation
  • NOAH KIPPLEY-OGMAN (TREASURER): $16,764 total reported compensation

Source: IRS Form 990. Selected filing: FY2024.