Marshfield Area United Way

Nonprofit profile at a glance

EIN
391035073
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Marshfield, WI, USA
Phone
7155075005
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,000,145
Expenses
$1,027,926
Assets
$1,753,868
Liabilities
$42,838

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

Leadership & pay

18 people listed

Executive titles in this filing

  • MELISSA BARNES (PRESIDENT)
  • ANDREW WILKINS (VICE PRESIDENT)
  • CHERYL SCHWANTES (PAST PRESIDENT)
  • ASHLEY WINCH (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ASHLEY WINCH (EXECUTIVE DIRECTOR): $89,656 total reported compensation

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

Overview

Mission

Marshfield area united way's (mauw) mission is to increase the community's capacity to care for one another. We do that by acting as a leading organization bringing our community together to prioritize and address human service needs by building partnerships, forging consensus, and leveraging resources to achieve measurable, sustained, positive outcomes.

What it reported doing in 2024

Community impact programsparents who have support from early on can build great futures for their children. United way works with schools, parents, and partners to ensure that every child is equipped for success in school, work, and life by investing in programs that produce results. In 2024, 1168 children or their parents/caregivers received support for early childhood education, youth development, and services for children and families through.our community will only prosper and grow if all families are financially stable. United way's work in financial stability is focused on ensuring all families and individuals achieve independence. More families are achieving financial stability. Last year, 1762 adults and families benefited from programs that helped secure their most basic needs and provided support to secure and/or remain in a safe and stable home.the health of individuals is a strong indicator of the health of a community. Achieving and maintaining good health is important during all stages of life, from conception through childhood, into adulthood and through older age. Whether it is a teen struggling with their mental well-being, a senior in need of some support and care, or a survivor of abuse seeking a safer environment, united way is fighting to improve the quality of life for all. Our community is healthier: last year, 2539 youth and adults had increased access to health care programs, health and wellness services, and safer and healthier communities.

Operating model

Revenue model
Donor-supported. 89% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 90
  • Accountability: 100
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.2%; rating input score 86
  • Program expense ratio: 83.4%; rating input score 83
  • Fundraising efficiency: $7.7 raised per $1 spent on fundraising; rating input score 29; 29th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 97.4%; rating input score 97; 45th 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: -2.8%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 1.71; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 60; 60th percentile among comparable filings
  • Officer compensation ratio: 8.7%; rating input score 41; 41st percentile among comparable filings

Growth

  • Program expense growth: 0.7% per year; rating input score 100; 21st percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 16th percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 26th percentile among comparable filings

Details

  • Where the money goes: 86.2% of revenue deployed · 83.4% of spending went to programs
  • Governance: 17 of 17 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $857K in reported program spending
  • Leadership: top reported pay $90K · 18 people listed
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 12 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.

  • High — Financial Efficiency: Fundraising efficiency scored 29/100.
  • High — Sustainability: Operating margin scored 28/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 41/100.