United Way of Green County Inc
Nonprofit profile at a glance
- EIN
- 396060531
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Monroe, WI, USA
- Phone
- 6083257747
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $684,208
- Expenses
- $534,708
- Assets
- $1,180,589
- Liabilities
- $154,402
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Allen Brokopp (Vice President)
- Traci Davis (President)
People named in this filing
- Nikki Austin (Director)
- Eli Burks (Director)
- Amanda Gerber (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Building a stronger community by uniting people and resources to solve problems and improve lives.
What it reported doing in 2024
United Way works to raise funds to assist local programs working to improve the education, income and health of area residents. Contributions are invested in programs that are effective, accountable and focused to address needs of people in Green County, programs that work to improve lives and strengthen the community. Applications for funding of all organizations and programs are carefully reviewed; requiring program description, purpose and anticipated outcomes including detailed information of how those outcomes will be measured and reported. Financial records are also reviewed examining the revenue and expenses for all funded programs, verifying the intended use of all funds, reviewing the number of people benefited, and insuring that no part of the funds are paid to any private shareholder or individual according to IRC Sec 170 (c) (1) or IRC Sec 170 (c) (2), or that the organization qualified under Sec 501 (c).
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.
- Includes noncash contributions: Reported contributions include donated property or goods.
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 some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 77
- Accountability: 94
- Sustainability: 70
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65.9%; rating input score 66
- Program expense ratio: 80.4%; rating input score 80
- Fundraising efficiency: $13.67 raised per $1 spent on fundraising; rating input score 48; 48th percentile among comparable filings
Transparency & Controls
- Consistency checks: 86.7%; rating input score 87; 3rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 62.3%; rating input score 62; 31st 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: 6 of 7 controls in place; rating input score 86
- 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: Fail
Sustainability
- Operating margin: 21.9%; rating input score 78; 78th percentile among comparable filings
- Total-asset coverage ratio: 2.21; rating input score 67; 67th percentile among comparable filings
- Liabilities to assets ratio: 0.13; rating input score 38; 38th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: 3% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: 2.2% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: 6.3% per year; rating input score 100; 44th percentile among comparable filings
Details
- Where the money goes: 65.9% of revenue deployed · 80.4% of spending went to programs
- Governance: 12 of 12 board members independent · 6 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $430K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 23 of 25 current checks pass · 2 findings to review
- Schedules: 6 filed schedules · includes major donors and grants
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 19 filed money-flow records
- Related organizations: 19 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: Fundraising efficiency scored 48/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 38/100.