United Way of Richland-wilkin

Nonprofit profile at a glance

EIN
450335679
IRS 990 coverage
2016–2018
Forms available
Form 990 2018
Location
Wahpeton, ND, USA
Phone
7016421250
Rating
46
Verdict
MIXED
Rating confidence
Moderate
Sector
Federated Giving Programs

Reported finances

Revenue
$207,221
Expenses
$194,626
Assets
$388,781
Liabilities
$74,276

Source: IRS Form 990. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JOHN RICHMAN (Vice President)
  • DIANE CORDES (President)

Highest reported compensation

  • COLETTE BARTON (Executive Dir.): $30,546 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The United Way of Richland-Wilkin conducts an annual fundraising campaign and disburses allocations to health and human service providing organizations.

What it reported doing in 2018

The United Way of Richland-Wilkin provides support to health and human service providing agencies and organization within Richland, ND and Wilkin, MN counites. 17 agencies were allocated awards during the year. The United Way also completes special community projects throughout the year.

Operating model

Revenue model
Donor-supported. 97% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The strongest available result is that the organization raises money at a relatively low cost. A relatively small share of voting board members are independent and a relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 57
  • Transparency & Controls: 57
  • Accountability: 18
  • Sustainability: 50
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 52.9%; rating input score 53
  • Program expense ratio: 56.2%; rating input score 56
  • Fundraising efficiency: $47.9 raised per $1 spent on fundraising; rating input score 78; 78th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 85.7%; rating input score 86; 2nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 34.7%; rating input score 35; 36th percentile among comparable filings
  • Major donor itemization: No; rating input score 0
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 6th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • 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: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.1%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 2; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 15.7%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: -22.9% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -1.8% per year; rating input score 0; 24th percentile among comparable filings
  • Asset growth: -12% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 52.9% of revenue deployed · 56.2% of spending went to programs
  • Governance: 0 of 5 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $109K in reported program spending
  • Leadership: top reported pay $31K · 5 people listed
  • Consistency: 25 of 27 current checks pass · 2 findings to review
  • Schedules: 4 filed schedules · includes major donors and grants
  • Filing history: 3 filing years from 2016 to 2018
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 5 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 — Accountability: Independent voting board scored 0/100.
  • Review — Financial Efficiency: Mission deployment rate scored 53/100.
  • Review — Financial Efficiency: Program expense ratio scored 56/100.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 35/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Transparency & Controls: Major donor itemization scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Growth: Asset growth scored 0/100.
  • 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.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.
  • High — Sustainability: Officer compensation ratio scored 25/100.