United Way of Transylvania County

What it reported doing in 2019

1. Funded 10 programs from 7 agencies in our regular allocation pool. This pool represents those agencies that have been serving individuals and families in our county for 3 or more years (over 50 years in some cases), have proven track records of service and accountability to the community and who combined had over 10,000 client outcomes.2. Jointly, with county government, funded the 2-1-1 help line for the county. This service has helped over 1200 individuals and families, this past year, find the help they needed when they needed it, provided a source for volunteers to find a place to help, and is now providing data on unmet needs for our county and the region.3. Funded get connected, a virtual volunteer network allowing all community agencies to post volunteer needs and people wating to volunteer to find matches for their interest. The site had over 35,000 hits. 4. Funded 6 collaborative programs where two or more agencies work together to create sustainable improvements in the lives of a defined population. We are funding (and advising) six collaboratives in the areas of education, financial stability and health. The train (transylvania resource access and information network) to link our intake agencies, enabling true case management to occur, has been operating two years now. Not only does it now have all or almost all our low to moderate income families in it but also is demonstrating the success of case management with a number of families being guided to true self-sufficiency. The connect collaborative, an active partnership of the childrens center, the family place, dss and now the school system and health department has demonstrated a $116,000 saving/year by empowering families to elimate rish factors to avoid having children go into foster care. Families and money is a collaborative between ontrack & western carolina community action to teach financial education skills to both children from 1st-9th grade and their parents. Funded a collaborative between safe and pisgah legal to get victims of domestic violence the local legal care they need. Finally, we funded the bridging the gap collaborative between neighbors in ministry and el centro to mentor families at higher risk of not adequately supporting their children.

Financial Efficiency

• Mission deployment rate: 100%; rating input score 100
• Program expense ratio: 97.6%; rating input score 98
• Fundraising efficiency: $19.32 raised per $1 spent on fundraising; rating input score 58; 58th percentile among comparable filings

Transparency & Controls

• Consistency checks: 84.6%; rating input score 85; 2nd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Limited
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 5 of 7 controls in place; rating input score 71
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • 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: Fail

Sustainability

• Operating margin: -104.8%; rating input score 2; 2nd percentile among comparable filings
• Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
• Liabilities to assets ratio: Limited
• Officer compensation ratio: 0%; rating input score 71; 71st percentile among comparable filings

Growth

• Program expense growth: 3.8% per year; rating input score 100; 57th percentile among comparable filings
• Revenue growth: -11.5% per year; rating input score 0; 8th percentile among comparable filings
• Asset growth: -15% per year; rating input score 0; 5th percentile among comparable filings