United Way of Beaumont & North Jefferson County

Nonprofit profile at a glance

EIN
741200117
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Beaumont, TX, USA
Phone
4098354575
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,293,871
Expenses
$1,219,770
Assets
$6,681,577
Liabilities
$1,271,516

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

Leadership & pay

38 people listed

Executive titles in this filing

  • KARYN HUSBANDS (PRESIDENT)

Highest reported compensation

  • KARYN HUSBANDS (PRESIDENT): $127,131 total reported compensation

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

Overview

Mission

Provide visionary leadership in uniting the community's resources of donors, volunteers, and nonprofit organizations to address community needs in a trustworthy and accountable way

What it reported doing in 2024

Allocatons to partner agencies to support programs that focus on areas of education, income and health. Partner agencies submit annually a comprehensive applicaton that is reviewed by the allocation committee to determine the number of individuals served by the program, the intended benefits of the program, and how the agency measures the success of the program. Representatives of the partner agencies submit the application to the allocation committee in person as part of an annual review to allow for any needed explanation. The allocation committee recommends the amount to be awarded to each program and submits the proposal to the board of trustees for approval.

Operating model

Revenue model
Donor-supported. 93% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 80% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 90
  • Accountability: 95
  • Sustainability: 58
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.5%; rating input score 77
  • Program expense ratio: 78.8%; rating input score 79
  • Fundraising efficiency: $10.62 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99%; rating input score 99; 48th 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: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.7%; rating input score 52; 52nd percentile among comparable filings
  • Total-asset coverage ratio: 5.48; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 10.4%; rating input score 35; 35th percentile among comparable filings

Growth

  • Program expense growth: -8.3% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -7.7% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -1.5% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 76.5% of revenue deployed · 78.8% of spending went to programs
  • Governance: 38 of 38 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $961K in reported program spending
  • Leadership: top reported pay $127K · 38 people listed
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 16 filed money-flow records
  • Related organizations: 15 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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 52/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.
  • Moderate — Sustainability: Officer compensation ratio scored 35/100.