Allegan County United Way

Nonprofit profile at a glance

EIN
386063214
IRS 990 coverage
2010–2020
Forms available
Form 990 2020
Location
Allegan, MI, USA
Phone
2696736545
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$371,379
Expenses
$364,637
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • REBECCA LAMPER (CHAIR)
  • PAM UTKE (VICE CHAIR/TREASURER)
  • PATRICK BALLARD (BOARD MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Mission: to increase the impact of people's caring in allegan county, Michigan.vision: all individuals in allegan county achieve their full human potential. Impact strategy: allegan county united way supports, develops, and implements a range of impact solutions (in data driven areas) that improves lives and creates stronger communities. Engagement strategy: we create meaningful, convenient and impactful opportunities to give, advocate, and volunteer to support the impact strategy.

What it reported doing in 2020

Imagination Library is a program of Allegan County United Way in collaboration with the Intermediate School District who promotes enrollment for the program. This program delivers 1 book to every registered child ages 0-5 each month. These books are paid for by Allegan County United Way and are free to the participating families. The object of this program is to increase literacy activities including reading and talking about books and to support positive parenting with an emphasis on reading in families. The enrollment for this year was 653 children which brought 18,376 books to children within the county.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 63% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 77
  • Accountability: 88
  • Sustainability: 27
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.5%; rating input score 78
  • Program expense ratio: 78.9%; rating input score 79
  • Fundraising efficiency: $12.59 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 31.4%; rating input score 31; 37th 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: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 1.8%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 72; 72nd percentile among comparable filings

Growth

  • Program expense growth: -14.9% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: -8% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -7.3% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: 77.5% of revenue deployed · 78.9% of spending went to programs
  • Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $288K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 21 of 22 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 11 filing years from 2010 to 2020
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 7 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Grant itemization coverage scored 31/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.