United Way California Capital Region

Nonprofit profile at a glance

EIN
941225382
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Sacramento, CA, USA
Phone
9163683000
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$27,564,402
Expenses
$16,382,196
Assets
$26,866,185
Liabilities
$3,779,351

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

Leadership & pay

27 people listed

Executive titles in this filing

  • DR DAWNTE EARLY (PRESIDENT/CEO AND SECRETAR)

Highest reported compensation

  • DR DAWNTE EARLY (PRESIDENT/CEO AND SECRETAR): $322,434 total reported compensation
  • AMBER LOVETT (CHIEF, RESOURCE DEVELOPMEN): $185,863 total reported compensation
  • MICHAEL HOWELL (CHIEF, DATA & LEARNING): $177,073 total reported compensation

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

Overview

Mission

The united way California capital region was organized to raise funds for the financing of a variety of charitable, not-for-profit health and welfare organizations.

What it reported doing in 2024

Education- completed the federal community schools grant report and submitted it along with the current year's budget. - reworking literacy tutoring to consider broader academic supports like stem through strategic partnerships to consider funding for out of school time partnerships.- united way kids read - two confirmed schools in west sacramento.- kinder camp - woodland. June 12th to july 11thwest sacramento tbdsacramento - school siteeconomic impact- free tax prep numbers: 5,588 returnstotal households have received refunds: $6,652,861caleitc recipients- 1,946caleitc amount claimed- $481,899 guaranteed income-355 program participants received gi payments- $613,984 in payments distributedhousing- updating contracts for keep people housed - solano to add additional application support- updating policies to address css needs, including our petty cash, grievance process, in-office time, and communications policy.- working on grants for programming expansions- hired an lcsw

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 69% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 79
  • Accountability: 95
  • Sustainability: 72
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 45.2%; rating input score 45
  • Program expense ratio: 74.2%; rating input score 74
  • Fundraising efficiency: $21.63 raised per $1 spent on fundraising; rating input score 59; 59th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • 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: 99.9%; rating input score 100; 40th 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: 8 of 9 controls in place; rating input score 89
    • 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: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 40.6%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 1.64; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 67; 67th percentile among comparable filings
  • Officer compensation ratio: 5.9%; rating input score 43; 43rd percentile among comparable filings

Growth

  • Program expense growth: 3% per year; rating input score 100; 26th percentile among comparable filings
  • Revenue growth: 8.3% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 14.5% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 45.2% of revenue deployed · 74.2% of spending went to programs
  • Governance: 22 of 22 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $12.2M in reported program spending
  • Leadership: top reported pay $322K · 27 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $1.1M reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 93 filed money-flow records
  • Related organizations: 87 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: Mission deployment rate scored 45/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 59/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Moderate — Sustainability: Officer compensation ratio scored 43/100.