United Charitable

Nonprofit profile at a glance

EIN
204286082
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-N 2009
Location
Ashburn, VA, USA
Phone
5716203000
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Official website

Reported finances

Revenue
$19,695,149
Expenses
$16,067,572
Assets
$186,837,966
Liabilities
$500,863

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

Leadership & pay

17 people listed

Executive titles in this filing

  • JULIA HEALEY (CEO, SECRETARY OF BOARD)
  • HANNIBAL NAVIES (ATHLETES CHARITABLE, VICE PRESIDENT OF DEVELOPMENT)

Highest reported compensation

  • JULIA HEALEY (CEO, SECRETARY OF BOARD): $249,947 total reported compensation
  • HANNIBAL NAVIES (ATHLETES CHARITABLE, VICE PRESIDENT OF DEVELOPMENT): $194,657 total reported compensation
  • STACY L SUMMITT (CONTROLLER): $162,990 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 grow and support each charitable journey by providing simple customized vehicles that fulfill your philanthropic endeavors by administering donor-advised funds and fiscally sponsored programs.

What it reported doing in 2024

Deartomorrow - umi fund: deartomorrow's mission is to provide an easy tool, in the form of a digital and archive system, that allows people to personally connect with the issue of climate change and encourage taking stronger action by sharing personal stories with friends, families and their social networks. Participants submit letters, videos and photos dedicated to their children, family, or themselves about climate change, which are then shared publicly on their website and participant's social networks. Deartomorrow also participates in global events held by the un and other international organizations. Their fundraising techniques focus on donations from individuals, campaigns, private grants, as well as large international grants from organizations that strongly support their mission. This specific grant account focuses on strengthening the climate-parent fellowship and the core work of our kids' climate. It is funded by multiple parties with a similar mission of reducing carbon footprints and advocating about climate change.

Operating model

Revenue model
Donor-supported. 83% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 76% of its reported program spending out as grants.
  • 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. The filing reports few safeguards for money sent abroad and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 69
  • Accountability: 95
  • Sustainability: 81
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.6%; rating input score 77
  • Program expense ratio: 84.8%; rating input score 85
  • Fundraising efficiency: $83.56 raised per $1 spent on fundraising; rating input score 83; 83rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 95%; rating input score 95; 25th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: 1 of 8 controls in place; rating input score 12
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Fail
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 93.3%; rating input score 93; 23rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 91.7%; rating input score 92; 24th 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: 18.4%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 11.63; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 95; 95th percentile among comparable filings
  • Officer compensation ratio: 6.2%; rating input score 41; 41st percentile among comparable filings

Growth

  • Program expense growth: 17.5% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: 2.9% per year; rating input score 100; 24th percentile among comparable filings
  • Asset growth: 14.6% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 76.6% of revenue deployed · 84.8% of spending went to programs
  • Governance: 11 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $13.6M in reported program spending
  • Leadership: top reported pay $250K · 17 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $339K reported
  • Consistency: 39 of 42 current checks pass · 3 findings to review
  • Schedules: 9 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 201 filed money-flow records
  • Related organizations: 195 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Transparency & Controls: Foreign activity oversight: 7 of 8 not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 41/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Foreign grant itemization did not reconcile in the filed values.