United Way of Southwest Wyoming

Nonprofit profile at a glance

EIN
830233314
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Rock Springs, WY, USA
Phone
3073625003
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$916,474
Expenses
$968,532
Assets
$3,673,136
Liabilities
$504,026

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

Leadership & pay

8 people listed

Executive titles in this filing

  • KELLY FINK (EXECUTIVE DIRECTOR)
  • CHLOE VALENTINE (VICE PRESIDENT)
  • JOANNA ROBINSON (PRESIDENT)

Highest reported compensation

  • KELLY FINK (EXECUTIVE DIRECTOR): $78,296 total reported compensation
  • MICHELLE L RICHNO (COORDINATOR): $52,146 total reported compensation

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

Overview

Mission

United way brings communities together to find strength and share hope. United is the way we create lasting change.

What it reported doing in 2024

United way of southwest Wyoming manages dolly parton's imagination library in southwest Wyoming. This program mails a free, age appropriate book every month to children from birth to age five that live in fremont, lincoln, sweetwater, and uinta counties. This is part of our education initiative to help children be kindergarten ready. The cost is about $35 per child per year, which is less than $3 per month. The dollywood foundation pays for the books. Our job is to raise the funds for shipping of the books, promote the program, and to maintain the database by registering children and approving on-line registrations. Funds are raised through grants, individual donations, and special events.

Operating model

Revenue model
Donor-supported. 90% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 72% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 86
  • Accountability: 100
  • Sustainability: 42
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.5%; rating input score 69
  • Program expense ratio: 61.4%; rating input score 61
  • Fundraising efficiency: $5.17 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 22nd 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: 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: -5.7%; rating input score 23; 23rd percentile among comparable filings
  • Total-asset coverage ratio: 3.79; rating input score 80; 80th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 13.5%; rating input score 27; 27th percentile among comparable filings

Growth

  • Program expense growth: -9.9% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -7.5% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: 68.5% of revenue deployed · 61.4% of spending went to programs
  • Governance: 7 of 7 board members independent · 8 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $595K in reported program spending
  • Leadership: top reported pay $78K · 8 people listed
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Financial Efficiency: Fundraising efficiency scored 18/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 23/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 27/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.