United Way of North Essex

Nonprofit profile at a glance

EIN
221772825
IRS 990 coverage
2009–2009
Forms available
Form 990 2009
Location
Montclair, NJ, USA
Phone
9737464040
Rating confidence
Limited
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,348,981
Expenses
$1,056,786
Assets
$3,535,690
Liabilities
$24,201

Source: IRS Form 990. Selected filing: tax year 2009. Amounts in USD.

Leadership & pay

33 people listed

Source: IRS Form 990. Selected filing: tax year 2009. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The united way of north essex focuses on what matters most to the communities they serve; developing innovative, targeted programs to address the causes of community issues: why problems exist. As such, their united way supported programs are not just stop gap measures, but ultimately preventative ones that effect powerful and lasting change. To that end, their agency is actively involved in targeted goals and objectives.a. To assess, on a continuing basis, the need for human service programs; to seek solutions to human problems; to assist in the development of new or the expansion or modification of existing human service programs; to promote preventive activities, and foster coordination among local non-profit agencies serving the north essex area.b. To develop as fully as possible the financial and voluntary resources needed to meet the human service needs of the north essex area.c. To deploy financial support so as to maximize the resources available to non-profit agencies

What it reported doing in 2009

Community impact: worked with community volunteers and groups throughout the north essex area to assess the critical social issues impacting our communities and continued the process of building coalitions of concerned citizens and organizations around identified needs.

Operating model

Revenue model
Donor-supported. 73% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 73
  • Accountability: 95
  • Sustainability: 79
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 15th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 33.7%; rating input score 34; 16th 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; 64th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 21.7%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 3.35; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 87; 87th percentile among comparable filings
  • Officer compensation ratio: 8.4%; rating input score 42; 42nd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 30 of 30 board members independent · 7 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $870K in reported program spending
  • Leadership: top reported pay $89K · 33 people listed
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Money network: 3 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Grant itemization coverage scored 34/100.
  • Review — Accountability: Governance controls: Document-retention policy not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 42/100.