United Way of Wayne and Holmes Co

Nonprofit profile at a glance

EIN
340946973
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Wooster, OH, USA
Phone
3302645576
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,374,744
Expenses
$1,897,607
Assets
$2,070,855
Liabilities
$135,353

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

Leadership & pay

17 people listed

Executive titles in this filing

  • SARA-ANN MATHIAS (PRESIDENT)
  • BONNIE FERGUSON HALL (VICE PRESIDENT)
  • KATIE KOGLMAN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • KATIE KOGLMAN (EXECUTIVE DIRECTOR): $111,653 total reported compensation

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

Overview

Mission

In order to mobilize community resources to help people measurably improve their lives - we work collaboratively with our community to identify priorities, and then decide which strategies, dollars, and partnerships should be used to bring resolution to these challenges.

What it reported doing in 2024

Other program services: workforce development, whire services, and otherworkforce development: we believe people need skills, training, equipment, reliable transportation and childcare in order to advance their career opportunities.in 2024, our funded programs provided the following services:25 people received tuition assistance for adult education14 people received industry credentials13 boot vouchers and other needs were met to people who needed this to obtain employmentwhire referral linethis program provides free information and referrals to people in need in holmes and wayne county. It also provides printed resource directories for senior citizens and people who are homeless.in 2024 we answered more than 2000 phone calls on our first call for help hotline. More than 120 appointments for free tax preparation and 400 older adults registered for senior assistance.form 990, part iii, line 4aprogram service accomplishments: safety netwe believe people need food, shelter and clothing in order to be positioned for improvement.in 2024, our funded programs provided the following basic needs to people in holmes and wayne counties:18,368 meals were served to hungry people. 67 families received emergency shelter10,016 nights in shelters were providedform 990, part iii, line 4bprogram service accomplishments: youth developmentwe believe children need safe, stable, active and fun environments to learn, grow, adapt and succeed.in 2024, in collaboration with our funded programs provided the following services for children and families:5,603 children received free books to improve literacy67,236 free books were given to children1003 children were given before/after school tutoring247 children received scholarships to campsform 990, part iii, line 4cprogram service accomplishments: health/mental health/substance abuse treatmentwe believe people need access to health care, mental health care and substance abuse treatment in order to improve their overall chances of prosperity.in 2024, our funded programs provided the following services: more than 3,500 hours of 1:1 case management was provided2,245 hours of mental health counseling was provided to people with mental health counseling600+ people were treated for substance abuse

Operating model

Revenue model
Donor-supported. 96% 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.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 87
  • Accountability: 100
  • Sustainability: 27
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 86%; rating input score 86
  • Fundraising efficiency: $35.93 raised per $1 spent on fundraising; rating input score 72; 72nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 85.4%; rating input score 85; 36th 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: -38%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 5.9%; rating input score 51; 51st percentile among comparable filings

Growth

  • Program expense growth: 2.6% per year; rating input score 100; 29th percentile among comparable filings
  • Revenue growth: 0.2% per year; rating input score 100; 15th percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 19th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 86% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $1.6M in reported program spending
  • Leadership: top reported pay $112K · 17 people listed
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 19 filed money-flow records
  • Related organizations: 18 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 — Sustainability: Operating margin scored 4/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 51/100.