United Way of Central Shenandoah Valley Inc

What it reported doing in 2024

Accomplishments in the fiscal year ending april 30, 2025 include: community impact grant funding: in fy 2025 united way provided 90,000 in grant funding to 6 community organizations primarily focused on sliding scale scholarships for local families, and support of single-female headed households. This funding impacted 202 children in the harrisonburg and rockingham county area, providing sliding scale scholarships and support. Additionally, this funding helped support 182 local families, including alice families who rely on subsidized care to maintain financial stability. Day of action: hosted our day of action in june of 2024 in partnership with 17 local companies with a total of 268 volunteers tackling 23 different projects in harrisonburg and rockingham county. Hosted 2nd tools for school: in august of 2024 united way hosted our second tools for school event which helped connect local families to community resources and prepare students for the school year. 1,709 pre-stuffed backpacks were distributed, 2035 students served, and 781 families attended the event. 19 organizations were represented at the resource fair that highlighted organizations that serve local students and families. United way partnered with over 50 local businesses to collect supplies and provide volunteers for the event. Total value of all donations for tools for school was 68,454. Hosted first family engagement night: in january of 2025 we partnered with our local non-profit childcare centers to host a family engagement night at the harrisonburg children's museum. 13 local resources were represented at the event, with 182 people from 52 local families in attendance. Families had the opportunity to network with one another, local organizations, and win prizes donated from local businesses. Served local working households: resource navigators at united way supported 50 households in harrisonburg and rockingham county in information and referrals, as well as providing 17,265 in direct assistance to local households. This direct assistance included things like vehicle repair, utility assistance, and insurance. Strengthened local supports: united way served as an anchor agency for our local 211 network, a free, confidential hotline that provides 24/7 assistance to people in need in the state of Virginia. As an anchor agency, united way ensures the accuracy of the information within the system and promotes the service to the entire community. Expanded to cover staunton, augusta, waynesboro: in january of 2025, the board of directors voted to cover the staunton, augusta, and waynesboro, doubling the territory coverage for united way and expanding the impact of programs and strategies.

Financial Efficiency

• Mission deployment rate: 76.1%; rating input score 76
• Program expense ratio: 64%; rating input score 64
• Fundraising efficiency: $6.07 raised per $1 spent on fundraising; rating input score 23; 23rd percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 76th 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: -17.5%; rating input score 11; 11th percentile among comparable filings
• Total-asset coverage ratio: 1.41; rating input score 54; 54th percentile among comparable filings
• Liabilities to assets ratio: 0.17; rating input score 34; 34th percentile among comparable filings
• Officer compensation ratio: 9.6%; rating input score 38; 38th percentile among comparable filings

Growth

• Program expense growth: -6.5% per year; rating input score 0; 6th percentile among comparable filings
• Revenue growth: -3.6% per year; rating input score 0; 7th percentile among comparable filings
• Asset growth: -4.3% per year; rating input score 0; 7th percentile among comparable filings