Cedar Valley United Way

What it reported doing in 2024

Cedar valley united way works to advance the common good by focusing on education, financial stability, and health. These are the building blocks for a good life. The organization provides the tools to a quality education, which leads to a stable job, and enough income to support a family through retirement and good health. The goal is to invest today to make the lasting impact to prevent problems from happening.the organization directs education resources so children are prepared to succeed in school, so young people can graduate from high school, and so young adults make a successful transition from high school to work life. The organization helps families become financially stable and independent by investing in programs with proven strategies to improve economic well-being. Programming includes job and skills training, overcoming barriers to family-sustaining wages, financial literacy, and services that cover the full spectrum of housing needs for those seeeking a place to call home.the organization strategically invests in community programs to support education from early childhood through adulthood. Initiatives include capacity-building in early childhood education, mentorship programs, learning and leadership opportunities, and support for academic achievement, particularly for vulnerable youth. The organization advocates for a multi-generational approach to enhance impacts, helping both children and parents achieve success through education.the organization directs resources to improving physical and mental health outcomes throughout the lifespan. We invest in multi-generational health initiatives promoting healthcare access, maternal and infant health, and preventing and addressing family violence and child and elder abuse. Through collaboration, the organization aims to reduce health barriers, promote healthy behaviors, and empower individuals to lead healthier lives. Continuum of services range from prevention to treatment and crisis intervention. The organization invests in emergency solutions so a temporary set back does not become permanent.the organzation provides access to information and referral services using the 211 system.the organzation has the ability to respond as needs arise through social innovation and community partner funding.the organization directs management and support for books for babies, the campaign for grade level reading, the cedar valley mental health summit, local book drives and the a women's career mentoring program.

Financial Efficiency

• Mission deployment rate: 62.8%; rating input score 63
• Program expense ratio: 75.1%; rating input score 75
• Fundraising efficiency: $7.67 raised per $1 spent on fundraising; rating input score 29; 29th percentile among comparable filings

Transparency & Controls

• Consistency checks: 94.4%; rating input score 94; 24th percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: 97.8%; rating input score 98; 34th 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: 8 of 8 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: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 17.9%; rating input score 74; 74th percentile among comparable filings
• Total-asset coverage ratio: 1.27; rating input score 45; 45th percentile among comparable filings
• Liabilities to assets ratio: 0.31; rating input score 34; 34th percentile among comparable filings
• Officer compensation ratio: 4.9%; rating input score 54; 54th percentile among comparable filings

Growth

• Program expense growth: -3.2% per year; rating input score 0; 7th percentile among comparable filings
• Revenue growth: -1.6% per year; rating input score 0; 7th percentile among comparable filings
• Asset growth: -1.5% per year; rating input score 0; 8th percentile among comparable filings