Heart of Illinois United Way Inc

Nonprofit profile at a glance

EIN
370661504
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
Peoria, IL, USA
Phone
3096745181
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$8,314,424
Expenses
$7,435,629
Assets
$16,680,088
Liabilities
$6,729,383

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

Leadership & pay

36 people listed

Executive titles in this filing

  • Jennifer Zammuto (President)
  • Mary Brown (Vice President Finance/Administration)
  • Nicole Wilson (Vice President Community Investment)
  • Kylene Anthony (Vice President Community Investment)

Highest reported compensation

  • Jennifer Zammuto (President): $248,960 total reported compensation
  • Mary Brown (Vice President Finance/Administration): $162,763 total reported compensation
  • Nicole Wilson (Vice President Community Investment): $143,343 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 increase the organized capacity of people in central Illinois to care for one another.

What it reported doing in 2024

Education Impact Area - Quality education is essential to earning a livable wage. The Heart of Illinois United Way works to ensure that our children are ready to succeed when they enter kindergarten and people of all ages are prepared for work, post secondary education and life. By preparing children to enter school and providing them ongoing resources throughout their education, they will be able to reach their academic and career potential. United Way funded education programs provide: Ages Pre-K through adult with literacy success, after-school tutoring that leads to grade promotion, mentoring to improve grades and social-emotional skills and parenting skills to build healthy parent-child relationships. Here are just a few ways Heart of Illinois United Way Community Impact Fund programs are positively impacting education in central Illinois: 92% of preschool students enrolled in United Way funded programs developed and maintained core skills in the areas of social-emotional learning, literacy, and math, 91% of youth in United Way funded tutoring and after-school programs achieved grade-level academic success in reading and math, 98% of adults 16 and older increased their knowledge through United Way funded academic and vocational training.

Operating model

Revenue model
Donor-supported. 77% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 86% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 72
  • Accountability: 90
  • Sustainability: 57
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.7%; rating input score 77
  • Program expense ratio: 83.7%; rating input score 84
  • Fundraising efficiency: $11.21 raised per $1 spent on fundraising; rating input score 41; 41st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 13th 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: 97.5%; rating input score 98; 33rd 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: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10.6%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 2.24; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 0.4; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 7.5%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: -4.2% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -2.8% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: 4.6% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: 76.7% of revenue deployed · 83.7% of spending went to programs
  • Governance: 33 of 33 board members independent · 6 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $6.2M in reported program spending
  • Leadership: top reported pay $249K · 36 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 43 of 44 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 53 filed money-flow records
  • Related organizations: 50 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 — Financial Efficiency: Fundraising efficiency scored 41/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.