United Way of Jackson County

Nonprofit profile at a glance

EIN
381368341
IRS 990 coverage
2011–2021
Forms available
Form 990 2021
Location
Jackson, MI, USA
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$10,716,556
Expenses
$7,328,749
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • KENNETH TOLL (EXECUTIVE DIRECTOR)

Highest reported compensation

  • KENNETH TOLL (EXECUTIVE DIRECTOR): $124,587 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

United way of jackson county (uwjc) is dedicated to creating a community rich in opportunities to eliminate poverty and allow all people to achieve financial stability and success. This emphasis on financial stability includes meeting immediate needs.

What it reported doing in 2021

United way of jackson county (uwjc) unites people, resources and expertise to understand the complexities of poverty and create solutions that drive financial stability. Specifically, uwjc focuses on programs and partnerships targeting poverty and economic instability affecting vulnerable individuals and families throughout jackson county. Our vision is to create a community rich in opportunities to eliminate poverty and allow all people to achieve financial stability and success. As a measure of our progress, uwjc has set a goal of helping 5,000 jackson county residents develop a pathway to financial success by 2025.in 2020, uwjc invested $703,096 in 27 programs with 18 local partners focused on building financial stability. These efforts impacted an estimated 60,000 people in jackson county. Among these investments: jobstar (support, talent and retention), an employee resource network that embeds a success coach at participating businesses.

Operating model

Revenue model
Grant-funded. 91% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 91% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. The filing does not identify recipients for some grant dollars and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 61
  • Accountability: 100
  • Sustainability: 50
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.7%; rating input score 65
  • Program expense ratio: 94.6%; rating input score 95
  • Fundraising efficiency: $57.1 raised per $1 spent on fundraising; rating input score 76; 76th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 13th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 5.5%; rating input score 5; 8th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • 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: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 31.6%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 1.7%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 11.7% per year; rating input score 100; 80th percentile among comparable filings
  • Revenue growth: 15.9% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: -7.4% per year; rating input score 0; 2nd percentile among comparable filings

Details

  • Where the money goes: 64.7% of revenue deployed · 94.6% of spending went to programs
  • Governance: 15 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $6.9M in reported program spending
  • Leadership: top reported pay $125K · 15 people listed
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 11 filing years from 2011 to 2021
  • Contacts: How to reach this organization
  • Money network: 17 filed money-flow records
  • Related organizations: 16 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.

  • High — Transparency & Controls: Grant itemization coverage scored 5/100.
  • High — Sustainability: Total-asset coverage ratio scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.