United Way of Sullivan County Inc

Nonprofit profile at a glance

EIN
141664789
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Monticello, NY, USA
Phone
8457941771
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$145,328
Expenses
$153,424
Assets
$157,415
Liabilities
$1,252

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

Leadership & pay

15 people listed

Highest reported compensation

  • JULIAN DAWSON (CHIEF PROFES): $36,587 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 organization undertakes fundraising and ppromotes volunteerism advocacy, education and partnershios to address pressing community needs. Financial and other support is provided through community impace projects aimed at improving health, education and financial stability for local residents.

What it reported doing in 2024

United way of sullivan county conducts fundraising to benefit local programs and services. The organization also promotes volunteerism, advocacy, education and partnerships- all for the purpose of adressing pressing community issues and improving life for residents of sullivan county. Services include, but are not limited to: 1- administration of emergency food and shelter for sullivan county 2- participation in governance and financial support for hudson valley region 211, a comprehensive information and referral call center for health and human service concerns. 3- operation of clothing closets and a wardrobes for work program. 4- facilitation of project care, a holiday assistance program that provides food and gifts to struggling families during the holiday seasons. 5- ongoing drives designated to provide food, clothing, winter coats and school supplies for those in need. 6- facilitation of community impact projects that include but are not limited to: financial education programs for low and moderate-income families safe teen driving programs snackpack programs for students in need recreation for youth health and safety for seniors united way of sullivan also provides low-cost rental space to five other non-for-profit agencies in its building located at 33 lakewood ave, monticello; and provides the monticello gymnastics clun with 2,000 square feet of space at no cost to allow hundreds of local children to have the opportunity to participate in valuable training and recreation.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 83% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 93
  • Accountability: 69
  • Sustainability: 33
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.9%; rating input score 84
  • Program expense ratio: 79.5%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -5.6%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 1.03; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 23.8%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: -5.4% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -6.1% per year; rating input score 0; 9th percentile among comparable filings
  • Asset growth: -8.2% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 83.9% of revenue deployed · 79.5% of spending went to programs
  • Governance: 14 of 14 board members independent · 2 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $122K in reported program spending
  • Leadership: top reported pay $37K · 15 people listed
  • Consistency: 28 of 28 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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: Governance controls: 5 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 28/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.