United Way of the Dutchess-orange Region Inc

What it reported doing in 2024

Donor directed gifts- grants to 501(c)(3) charities directed by the organization's donors. Program services includes increasing access to eviction prevention services to support community members affected by the housing crisis as well as critical funding needed to aid low income households experiencing a financial crisis and derailing a more protracted financial stability issue. Additionally purchases were made and donations secured to further our robust essential item program which provides necessities to individuals experiencing homelessness, domestic violence and other urgent situations. We provided substantive food access programming, such as connecting households to food access services and increasing the capacity of local food pantries. Through 211 we were able to connect community members with essential wraparound support as well as increase peoples' access to tax returns through our cash coalition.

Financial Efficiency

• Mission deployment rate: 91.3%; rating input score 91
• Program expense ratio: 82.2%; rating input score 82
• Fundraising efficiency: $7.16 raised per $1 spent on fundraising; rating input score 27; 27th percentile among comparable filings

Transparency & Controls

• Consistency checks: 89.5%; rating input score 89; 3rd percentile among comparable filings
• Pay-setting controls: 1 of 6 controls in place; rating input score 17
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 60.4%; rating input score 60; 17th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • 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: -7.9%; rating input score 16; 16th percentile among comparable filings
• Total-asset coverage ratio: 2.07; rating input score 63; 63rd percentile among comparable filings
• Liabilities to assets ratio: 0.1; rating input score 59; 59th percentile among comparable filings
• Officer compensation ratio: 12.5%; rating input score 23; 23rd percentile among comparable filings

Growth

• Program expense growth: -1.2% per year; rating input score 0; 10th percentile among comparable filings
• Revenue growth: -1.2% per year; rating input score 0; 8th percentile among comparable filings
• Asset growth: 0.1% per year; rating input score 100; 12th percentile among comparable filings