United Way of Forsyth County Inc

What it reported doing in 2024

Organizational highlights financially, uwfc finished at 83% of its income budget, 93.5% of its program expense budget and 99.4% of its overhead budget. The board of directors and staff continue to be mindful of spending like most united way's across the nation. Our conservative spending over the years and recognition that having a reserve will support our united way programs through a tough economy has proven our board is always mindful of its responsibility for the well-being of the organization. We had approximately 3,300 donors to our campaign. Seventy-six percent of our pledges come from employees of corporations and corporate gifts. The other 24% of our pledges come from employees of schools, local government entities, professionals, and individuals as well as small business owners. Community investment and community impact highlights united way of forsyth county actively nurtures and models social behaviors that encourage and promote an inclusive, diverse, and equitable community. We improve lives by serving people without regard to race, gender, age, religion, sexual orientation, identity, ability, or familial status. Our ongoing commitment to an inclusive, diverse, and equitable community and expectation to improve lives is reflected in all aspects of work from united way's staff, volunteers, and partners. In 2024, united way of forsyth county invested 825,026 in approximately 50 health and human service agencies and programs. The dollars given reach all areas of our community. From the young to the old, the sick to the healthy, the employed to the unemployed and underemployed, those with homes to those without, united way dollars are giving hope. With the help of partners in the community, the organization is working hard to make a difference each day in our community our vision is to be a community where all people have the opportunity to engage, thrive and achieve a better quality of life. Areas of focus are: health (49%) education (35%) financial stability/basic needs/economic mobility (16%) over 2,000 english helplists and 1,500 spanish helplists were distributed throughout the community in 2024. The helplist is a companion to our comprehensive on-line community resource guide which was established in 2019 with the help of a vista volunteer and is available online at www.unitedwayforsyth.com. United way facilitated a collection of school supplies for distribution through our annual stuff the bus program. Over 4,300 items were donated from local businesses, civic organizations, and individuals to benefit students and classrooms during the 2024-25 school year. We continued support junior achievement biztown and financial park, a simulated town that allows middle school students to explore industries and careers through immersive simulations and acquire foundational knowledge for real world experiences. The ja discovery center is located inside the alliance academy for innovation. The philanthropy store, inside the ja discovery center, is operated by united way of forsyth county and the north Georgia community foundation. In collaboration with forsyth county schools, united way of forsyth county is invested in our students' overall health by providing funding for on- site therapeutic services to students when costs were more than the family could afford. In 2024, united way paid out 36,731 to this program which equates to approximately 615 therapeutic sessions. With the help of community volunteers and stakeholders, we developed a mental health website which provides relevant information regarding mental wellness, mental illness, and resources to support improving mental health in forsyth county. In early 2021, the mental health website was launched and can be found at www. Mhfocoga.com. In 2024, approximately 1,500 mental health helplists were distributed throughout the community. Since 2015, united way of forsyth county has partnered with aarp foundation tax-aide to provide free tax preparation for low- and moderat

Financial Efficiency

• Mission deployment rate: 41.4%; rating input score 41
• Program expense ratio: 75.1%; rating input score 75
• Fundraising efficiency: $25.35 raised per $1 spent on fundraising; rating input score 65; 65th percentile among comparable filings

Transparency & Controls

• Consistency checks: 94.4%; rating input score 94; 24th percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: 98.4%; rating input score 98; 35th 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 7 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: NotApplicable
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 47.8%; rating input score 91; 91st percentile among comparable filings
• Total-asset coverage ratio: 3.11; rating input score 75; 75th percentile among comparable filings
• Liabilities to assets ratio: 0.03; rating input score 77; 77th percentile among comparable filings
• Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

• Program expense growth: -9.3% per year; rating input score 0; 3rd percentile among comparable filings
• Revenue growth: 7.3% per year; rating input score 100; 56th percentile among comparable filings
• Asset growth: 4.6% per year; rating input score 100; 32nd percentile among comparable filings