United Way of Addison County Inc

What it reported doing in 2024

Community leadership & initiatives: this program includes initiatives that are developed and led by uwac to bring collaborative programming to meet unmet or under-met needs in the community that align with our impact areas: 1. Health (& education) - the organization continued its three multi- year federal substance abuse prevention grants. The first of which was the partners for success (pfs) grant, which ended in december 2025 upon conclusion of its programmatic obligation.for five years, partners for success funding was used to inform and educate youth populations about the dangers of underage substance use, empowering youth to make informed decisions about their health and well-being. Providing youth leadership opportunities and increasing youth protective factors through education, special trainings, evidence based programming, and policy change were key objectives of the pfs initiative. Final pfs grant funding in fy25 totaled 103,727. Uwac continued its drug free communities(dfc) funding used to inform and educate parents and adult populations about the dangers of underage substance use, empowering them to more effectively influence and guide youth into better decision-making and an increased likelihood of positive outcomes. Media campaigns, events, special trainings, and policy change are the main strategies to achieve these goals under the dfc initiative. Dfc grant year 6 funding totals 125,000 and overlaps fiscal years 2025 and 2026. Uwac also continued its second year of funding under the stop act grant, also called the "sober truth on preventing underage drinking act grant". The purpose of this program is to prevent and reduce alcohol use among youth and young adults ages 12-20. It aims to address the norms regarding alcohol use by youth, reduce opportunities for underage drinking, create changes in underage drinking enforcement efforts, address penalties for underage use, and reduce negative consequences associated with underage drinking. The stop act grant provides uwac with 60,000 in funding per year for four years, the second year of which overlaps fiscal years 2025 and 2026.uwac concluded its third and final year of local youth vaping prevention initiatives funded by the Vermont department of health, division of substance use programs(dsu) in the amount of 23,392. 2. Education - the organization purchased 628 backpacks with school supplies for distribution at partner sites in addison county for local kindergarten, elementary, and secondary school students. 3. Financial stability - the organization released 15,000 in previously designated funds to assist addison county residents who have either experienced homelessness or are in immediate risk of it, continuing a community collaboration formed in fiscal year 2022 with our partner agencies who offer direct services to at-risk individuals. This collaboration meets as a group at least monthly to confidentially discuss various funding requests for approval. Upon approval by the group, case managers then file the appropriate reimbursement paperwork with uwac after their organization has initiated third-party payments for items such as back rent, security deposits, overdue utility bills, and emergency motel housing. This funding is specifically targeted at requests that are otherwise ineligible for any other federal, state, or local financial assistance. An additional 120,000 in designated funds for this purpose will be released at a rate of 20,000/year in fiscal years 2026 through 2031.

Financial Efficiency

• Mission deployment rate: 80.9%; rating input score 81
• Program expense ratio: 80.5%; rating input score 80
• Fundraising efficiency: $14.33 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings

Transparency & Controls

• Consistency checks: 93.8%; rating input score 94; 24th percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: 80.2%; rating input score 80; 34th 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: 7 of 8 controls in place; rating input score 88
  • 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: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 3.6%; rating input score 46; 46th percentile among comparable filings
• Total-asset coverage ratio: 1.56; rating input score 57; 57th percentile among comparable filings
• Liabilities to assets ratio: 0.16; rating input score 35; 35th percentile among comparable filings
• Officer compensation ratio: 6%; rating input score 50; 50th percentile among comparable filings

Growth

• Program expense growth: 4.3% per year; rating input score 100; 39th percentile among comparable filings
• Revenue growth: 4.3% per year; rating input score 100; 39th percentile among comparable filings
• Asset growth: 3.6% per year; rating input score 100; 32nd percentile among comparable filings