United Way of Monroe County

Nonprofit profile at a glance

EIN
630707034
IRS 990 coverage
2016–2024
Forms available
Form 990 2024
Location
Monroeville, AL, USA
Phone
2515759622
Rating
35
Verdict
REVIEW
Rating confidence
Moderate
Sector
Federated Giving Programs

Reported finances

Revenue
$73,937
Expenses
$100,567
Assets
$154,364
Liabilities
$0

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

Leadership & pay

20 people listed

Executive titles in this filing

  • RICKY POWELL (PRESIDENT)

People named in this filing

  • RICKY POWELL (PRESIDENT)
  • DAVID JONES (VP CAMPAIGN)
  • N STRENGTH (VP PLANNING)

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

Collect & distribute funds to approved agencies in monroe county Alabama

What it reported doing in 2024

Approved funds for programs and agencies in monroe county which has a

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 11
  • Transparency & Controls: 92
  • Accountability: 6
  • Sustainability: 40
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 2.7%; rating input score 3
  • Program expense ratio: 1%; rating input score 1
  • Fundraising efficiency: $44.87 raised per $1 spent on fundraising; rating input score 80; 80th 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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 9th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -36%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 1.53; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -19.3% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: -8.6% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: -6.3% per year; rating input score 0; 18th percentile among comparable filings

Details

  • Where the money goes: 2.7% of revenue deployed · 1% of spending went to programs
  • Governance: 0 of 20 board members independent · 1 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $101K in reported program spending
  • Leadership: top reported pay $0 · 20 people listed
  • Consistency: 13 of 13 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 8 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Financial Efficiency: Mission deployment rate scored 3/100.
  • High — Financial Efficiency: Program expense ratio scored 1/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 6 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Growth: Asset growth scored 0/100.