United Way of the Franklin & Hampshire Region
Nonprofit profile at a glance
- EIN
- 042104792
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Northampton, MA, USA
- Phone
- 4135843962
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $1,354,279
- Expenses
- $1,524,694
- Assets
- $1,840,023
- Liabilities
- $1,057,866
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- GEOFFREY NAUNHEIM (EXECUTIVE DIRECTOR)
Highest reported compensation
- GEOFFREY NAUNHEIM (EXECUTIVE DIRECTOR): $109,056 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 of the franklin and hampshire region engages and inspires the people, employers, and other organizations of franklin and hampshire county to give, advocate, and volunteer on behalf of our community. Lifting together, we build strong, vibrant, and inclusive communities.
What it reported doing in 2024
Through its community investment process, united way of the franklin and hampshire region touches the lives of approximately one in six franklin and hampshire county residents, and in doing so benefits the entire community. Its strategy includes capacity-building, convening, problem-solving, and direct investment in programs and initiatives that create lasting positive change. The "including grants" figure above includes allocations to partner organizations less any donor designated funds, and as such does not fully represent allocations to partner organizations. Grants of $648,830 represent the total expenses related to partner grants, donor designations, and other programs.
Operating model
- Revenue model
- Donor-supported. 92% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The program-spending lines do not add up, so the filing cannot show reliably whether the nonprofit works directly or through others.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 90
- Accountability: 100
- Sustainability: 28
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.6%; rating input score 80
- Program expense ratio: 68%; rating input score 68
- Fundraising efficiency: $5.52 raised per $1 spent on fundraising; rating input score 20; 20th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.4%; rating input score 94; 26th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 97.2%; rating input score 97; 44th 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; 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: -12.6%; rating input score 14; 14th percentile among comparable filings
- Total-asset coverage ratio: 1.21; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: 0.57; rating input score 13; 13th percentile among comparable filings
- Officer compensation ratio: 7.2%; rating input score 46; 46th percentile among comparable filings
Growth
- Program expense growth: 1.2% per year; rating input score 100; 23rd percentile among comparable filings
- Revenue growth: 2% per year; rating input score 100; 25th percentile among comparable filings
- Asset growth: 1.7% per year; rating input score 100; 24th percentile among comparable filings
Details
- Where the money goes: 79.6% of revenue deployed · 68% of spending went to programs
- Governance: 20 of 20 board members independent · 8 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $1M in reported program spending
- Leadership: top reported pay $109K · 22 people listed
- Consistency: 35 of 36 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 35 filed money-flow records
- Related organizations: 34 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.
- 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 20/100.
- High — Sustainability: Operating margin scored 14/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
- High — Sustainability: Liabilities to assets ratio scored 13/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 46/100.