North Shore United Way

Nonprofit profile at a glance

EIN
451534224
IRS 990 coverage
2011–2012
Forms available
Form 990 2012
Location
Skokie, IL, USA
Phone
8476742668
Rating confidence
Limited
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,718,713
Expenses
$1,650,396
Assets
$737,562
Liabilities
$7,595

Source: IRS Form 990. Selected filing: tax year 2012. Amounts in USD.

Leadership & pay

28 people listed

Source: IRS Form 990. Selected filing: tax year 2012. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We work to improve lives by mobilizing individuals to invest in the community where their resources are needed most. We support local social service programs provided by non-profits across north suburban and the north shore areas.

What it reported doing in 2012

We continue to lead a financial stability initiative that brings together community experts to determine the right mix of programs that give people the opportunity to become financially stable. We provide funds to the best programs across the region that collectively offer job training and placement, access to income supports such as the earned income tax credit and other state and federal benefits for working families. These programs are complemented by educational services that teach people about banking, credit, saving and investment, as well as access to tax preparation services and matched savings programs.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 90
  • Accountability: 90
  • Sustainability: 49
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 98.7%; rating input score 99; 42nd 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; 64th 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: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 0.45; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 5.9%; rating input score 54; 54th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -12.1% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: 7% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 26 of 26 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $1.4M in reported program spending
  • Leadership: top reported pay $50K · 28 people listed
  • Consistency: 25 of 26 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 2 filing years from 2011 to 2012
  • Money network: 36 filed money-flow records
  • Related organizations: 36 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 54/100.