United Way of Westmoreland County

Nonprofit profile at a glance

EIN
256069120
IRS 990 coverage
2010–2014
Forms available
Form 990 2014
Location
Greensburg, PA, USA
Phone
7248347170
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$3,140,912
Expenses
$3,543,653
Assets
$4,750,798
Liabilities
$628,684

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

25 people listed

Executive titles in this filing

  • Bobbi Watt Geer (President/CEO)

Highest reported compensation

  • Bobbi Watt Geer (President/CEO): $118,683 total reported compensation
  • Margaret A Solochier (VP of Finance & Admin): $84,838 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The United Way of Westmoreland County's mission is "To improve lives by mobilizing the caring power of communities". The United Way accomplishes our mission by engaging team members of the community in three ways: giving, advocating, and volunteering.

What it reported doing in 2014

Pledge Processing - The planning and implementation of our online pledging tool for local companies, as well as verifying of nonaffiliated agencies in which donors designate during our annual campaign. Volunteer Center - In 2014, United Way of Westmoreland County not only built upon prior volunteer successes, but expanded services to further engage community members in volunteer service. In the fall, United Way hosted our 12th annual Day of Caring, a single day of service which again had a resounding community impact. That day, approximately 635 volunteers - including over 40 corporate volunteer teams and individual community members - offered their time, skills and compassion to over 67 service projects, hosted by over 50 different nonprofit organizations across Westmoreland, Fayette and Armstrong Counties. Projects ranged from painting, landscaping and general maintenance, to working with seniors and elementary school students. Through their Day of Caring service, volunteers provided nearly 3,000 hours of work to organizations, valued at over $67,000, according to the Independent Sector's Value of Volunteer Time.Earlier in the year, United Way also debuted a new volunteer service to community members: a quarterly volunteer enewsletter and online listing of local volunteer opportunities. Working with our partner agencies, United Way collects details on local volunteer opportunities, posts them on our website and notifies subscribers of opportunities via a targeted enewsletter. These efforts have resulted in increased and year-round engagement of volunteers, and has contributed to our overall goal of establishing United Way of Westmoreland County as the number one volunteer resource in our region.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 62% of its reported program spending out as grants.
  • 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: 85
  • Transparency & Controls: 89
  • Accountability: 98
  • Sustainability: 32
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.6%; rating input score 96
  • Program expense ratio: 83.2%; rating input score 83
  • Fundraising efficiency: $8.09 raised per $1 spent on fundraising; rating input score 35; 35th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 96.4%; rating input score 96; 29th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 95.8%; rating input score 96; 27th percentile among comparable filings
  • Governance controls: 9 of 9 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: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -12.8%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 1.34; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 5.7%; rating input score 41; 41st percentile among comparable filings

Growth

  • Program expense growth: -7.2% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -10.9% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -2.2% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 95.6% of revenue deployed · 83.2% of spending went to programs
  • Governance: 23 of 24 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $2.9M in reported program spending
  • Leadership: top reported pay $119K · 25 people listed
  • Consistency: 37 of 38 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors and grants
  • Filing history: 5 filing years from 2010 to 2014
  • Contacts: How to reach this organization
  • Money network: 57 filed money-flow records
  • Related organizations: 55 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.

Key Signals

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

  • Moderate — Financial Efficiency: Fundraising efficiency scored 35/100.
  • High — Sustainability: Operating margin scored 8/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 41/100.