Batavia United Way

Nonprofit profile at a glance

EIN
363208945
IRS 990 coverage
2016–2024
Forms available
Form 990 2024, Form 990-EZ 2015
Location
Batavia, IL, USA
Phone
6308772780
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$221,058
Expenses
$189,828
Assets
$222,490
Liabilities
$1,673

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • CHRISTINA MAROTTA (Vice President)
  • PAM KENT (President)

Highest reported compensation

  • KATHY EVANGELISTA (EXECUTIVE DIR): $26,662 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Batavia United Ways (BUW) mission is to improve the health, education, and financial stability of Batavia residents by soliciting and distributing donations to community health and social service organizations that support this community. Additionally, BUW administers programs and initiatives in line with these goals.

What it reported doing in 2024

OTHER PROGRAM SERVICES - The Success by 6 (SB6) Early Learning Initiative funds two programs: SB6 preschool scholarships and Batavias Dolly Parton Imagination Library, both of which are focused on establishing a love of learning and a readiness for education in our preschool population. DURING THE 24-25 FY, 12 FAMILIES WERE SUPPORTED BY PRESCHOOL SCHOLARSHIPS AND OVER 5,800 BOOKS WERE PROVIDED TO CHILDREN BETWEEN BIRTH AND 5 YEARS OF AGE AT NO COST TO THE FAMILY. DURING THE 24-25 FY, 51 RESIDENTS WERE PROVIDED WITH FINANCIAL ASSISTANCE IN ORDER TO STAY IN THEIR HOMES, KEEP THEIR POWER ON, AND FILL TRANSPORTATION NEEDS. OUR ANNUAL HOLIDAY ADOPT-A-FAMILY PROGRAM PROVIDED HOLIDAY GIFTS AND MET BASIC NEEDS OF 364 OF BATAVIAS SCHOOL-AGED CHILDREN AND THEIR FAMILIES.

Operating model

Revenue model
Donor-supported. 93% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 44% for direct work, and 56% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 80
  • Accountability: 90
  • Sustainability: 53
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.3%; rating input score 77
  • Program expense ratio: 89.7%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 86.7%; rating input score 87; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 72.8%; rating input score 73; 46th 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: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 14.1%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 1.17; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 14%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 2.4% per year; rating input score 100; 41st percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 2.3% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 77.3% of revenue deployed · 89.7% of spending went to programs
  • Governance: 13 of 13 board members independent · 6 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $170K in reported program spending
  • Leadership: top reported pay $27K · 17 people listed
  • Consistency: 23 of 25 current checks pass · 2 findings to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • 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.

  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 25/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.