United Way of Southwestern Pennsylvania

What it reported doing in 2024

Moving to financial stabilityto fulfill their potential, it is essential that people earn a living wage and have the tools they need to build wealth. Success should not be dependent on race, gender and ability, and all people deserve the opportunity to achieve financial freedom. Access to and awareness of services and benefits, including financial education and asset building opportunities, transforms the lives of working families. Meaningful work helps people, regardless of age, disability, gender and previous convictions, have pride and confidence that they can support themselves and their families. Affordable childcare and transportation help people find and sustain good jobs that advance their goals and help them become vital contributors to their community. United way invests in partner agencies committed to connecting people to employment through skill-building and career development programs and working with employers to ensure that all workers are positioned to achieve job success; providing access to safe and reliable child care and transportation so that finding and maintaining meaningful employment is possible; offering equitable opportunities across race, gender and ability so that all people can access programs and services that increase their income and financial security; helping working families to move from surviving to thriving and promoting two-generation approaches that simultaneously meet the needs of children and their adults to foster academic success and providing opportunities for individuals and families to increase their knowledge, skills and assets through financial education and empowerment.

Financial Efficiency

• Mission deployment rate: 71.5%; rating input score 72
• Program expense ratio: 81%; rating input score 81
• Fundraising efficiency: $8.43 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings

Transparency & Controls

• Consistency checks: 94.4%; rating input score 94; 22nd percentile among comparable filings
• Pay-setting controls: 5 of 6 controls in place; rating input score 83
  • Compensation committee: Pass
  • Independent consultant: Pass
  • Other Form 990s reviewed: Pass
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 86.3%; rating input score 86; 18th 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; 66th percentile among comparable filings
• Governance controls: 9 of 9 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: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 15.2%; rating input score 77; 77th percentile among comparable filings
• Total-asset coverage ratio: 2.83; rating input score 73; 73rd percentile among comparable filings
• Liabilities to assets ratio: 0.18; rating input score 61; 61st percentile among comparable filings
• Officer compensation ratio: 5.1%; rating input score 50; 50th percentile among comparable filings

Growth

• Program expense growth: -0.7% per year; rating input score 0; 9th percentile among comparable filings
• Revenue growth: 1.6% per year; rating input score 100; 15th percentile among comparable filings
• Asset growth: 6.3% per year; rating input score 100; 44th percentile among comparable filings