Fox Valley United Way
Nonprofit profile at a glance
- EIN
- 362195467
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Aurora, IL, USA
- Phone
- 6308964636
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $975,506
- Expenses
- $921,653
- Assets
- $886,606
- Liabilities
- $56,018
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- JD OSTERGAARD (CEO)
Highest reported compensation
- JD OSTERGAARD (CEO): $74,307 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To improve lives in the communities served through fundraising and by providing leadership in fostering collaberation and leveraging resources to focus on solving the identified community problems.
What it reported doing in 2024
Fox valley united way invests in programs that support school readiness, healthy families, and positive financial outcomes for 23 communities inside of kane and kendall counties. They recruit donors, volunteers, and advocates who wish to assist their neighbors in need and contribute to positive growth. Through impactful community initiatives such as kane and kendall 2-1-1, dolly parton's imagination library, and holiday assistance, donations go toward supporting a social services hotline, providing free monthly books to children aged zero to five, and supporting families in need during the season of giving. Additional funds are allocated to partner agencies who provide essential human needs directly to community members in search of assistance.
Operating model
- Revenue model
- Donor-supported. 92% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 89% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- 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: 65
- Transparency & Controls: 67
- Accountability: 100
- Sustainability: 47
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 68.1%; rating input score 68
- Program expense ratio: 72%; rating input score 72
- Fundraising efficiency: $7.14 raised per $1 spent on fundraising; rating input score 27; 27th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 7.7%; rating input score 8; 25th 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: 5.5%; rating input score 51; 51st percentile among comparable filings
- Total-asset coverage ratio: 0.96; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 8.1%; rating input score 43; 43rd percentile among comparable filings
Growth
- Program expense growth: -4.2% per year; rating input score 0; 9th percentile among comparable filings
- Revenue growth: -2.3% per year; rating input score 0; 9th percentile among comparable filings
- Asset growth: -1.4% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 68.1% of revenue deployed · 72% of spending went to programs
- Governance: 10 of 10 board members independent · 8 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $664K in reported program spending
- Leadership: top reported pay $74K · 11 people listed
- Consistency: 33 of 34 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes major donors and grants
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 1 filed related-organization link
- 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.
- High — Transparency & Controls: Grant itemization coverage scored 8/100.
- High — Financial Efficiency: Fundraising efficiency scored 27/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 51/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 43/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.