United Way of Lewis County

Nonprofit profile at a glance

EIN
910715071
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Chehalis, WA, USA
Phone
3607488100
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$5,379,636
Expenses
$5,309,786
Assets
$3,959,583
Liabilities
$2,588,267

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

Leadership & pay

19 people listed

Executive titles in this filing

  • SHANNON GLENN (PRESIDENT)
  • LYNN BRAUN (PAST PRESIDENT)
  • ANGIE BROWN (VICE PRESIDENT)
  • ANNIE OIEN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ANNIE OIEN (EXECUTIVE DIRECTOR): $71,977 total reported compensation

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

Overview

Mission

The mission of united way of lewis county (uwlc) is connecting people and resources to improve the quality of life in lewis county. Uwlc has evolved from its roots as a fundraising organization to a critical community impact organization mobilizing local partners - including businesses, community leaders and community residents - to break the cycle of poverty and expand opportunities for people to become successful and self-sufficient. We unite community resources to invest in solutions that lift families out of poverty in our community. Our board, staff, donors, volunteers, and community partners are committed to creating equitable lasting, sustainable changes that transform lives and build a thriving community for us all.

What it reported doing in 2024

As needs in our community change, so must the way we address them. Through extensive research and community surveys, united way of lewis county has adopted a strategic focus that will create long-term stability for families and children. Our new strategic area of impact focuses specifically on lifting families out of poverty, with the bold goal of moving 30% of families out of poverty by 2030, (equates to over 3,400 families in lewis county). This significant transformation comes at a time where 47% of lewis county struggles to meet their most basic needs. Lifting families out of poverty is a unique and complex issue that united way of lewis county has adopted to create long term social change and brighter futures for generations to come. United way of lewis county is currently developing strategies that serve both children and their parents intentionally and simultaneously, leading to positive outcomes for families. Our community impact approach is unique - we work towards changing systems to that individuals and families can overcome challenges altogether. It is about investing in the present and the foundation, as well as, the future. A healthy community learns well, earns well, and lives well. We believe that every family deserves a fighting chance at success. With your support, together, we can change the story for struggling families in lewis county. United way of lewis county's new "cradle to career and beyond" strategic direction supports programming in early childhood education, elementary reading, middle and high school success, college and career readiness, and continuing education. Our goal is to help create a culture of inclusive educational opportunities to foster lifelong learning in lewis county.

Operating model

Revenue model
Grant-funded. 91% of the money available for current operations came from government grants.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.6%; rating input score 96
  • Program expense ratio: 96.9%; rating input score 97
  • Fundraising efficiency: $157.6 raised per $1 spent on fundraising; rating input score 90; 90th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 89.5%; rating input score 89; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 83.3%; rating input score 83; 23rd 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: 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: 1.3%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 0.75; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.65; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 1.4%; rating input score 79; 79th percentile among comparable filings

Growth

  • Program expense growth: 24.3% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 19.5% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: 10.2% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 95.6% of revenue deployed · 96.9% of spending went to programs
  • Governance: 15 of 15 board members independent · 8 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $5.1M in reported program spending
  • Leadership: top reported pay $72K · 19 people listed
  • Consistency: 34 of 36 current checks pass · 2 findings to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 3 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 — Sustainability: Operating margin scored 39/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.
  • 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.