United Way of Williamson County

Nonprofit profile at a glance

EIN
237396732
IRS 990 coverage
2010–2021
Forms available
Form 990 2021
Location
Round Rock, TX, USA
Phone
5122556799
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$469,339
Expenses
$675,342
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • Jodee O'Brien (CEO)

Highest reported compensation

  • Jodee O'Brien (CEO): $84,522 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of United Way of Williamson County is to unite people and organizations throughout Williamson County in order to build stronger communities and improve lives.

What it reported doing in 2021

More than a fundraiser, United Way of Williamson County works locally to change lives and create pathways for a better life for everyone who lives here. A multi-faceted approach, focused on lasting solutions, brings together the community to positively impact children, families and seniors. We are working to make it easier for everyone to have a good quality of life; a good education which is essential to getting a good job with health benefits, an income that can cover today's needs and save for tomorrow strengthens the financial stability of a family, and good health so children can succeed in school and adults at work. The first approach to this work involves providing financial support to partner programs that deliver measurable progress so that individuals and families can improve their quality of life. through a second approach, United Way of Williamson County engages other community partners (government, education, nonprofit businesses, individuals) in collaborative work aimed at removing obstacles and creating more pathways to a better life. Initial collaborative work has resulted in the creation and management of strategic programs that offer more free tax preparation, financial literacy classes, free books for economically disadvantaged preschoolers, and more adult mentors connected to at-risk students.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 74% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 70
  • Accountability: 95
  • Sustainability: 6
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 89.5%; rating input score 89
  • Fundraising efficiency: $9.48 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 86.7%; rating input score 87; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 36.1%; rating input score 36; 41st 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: 7 of 8 controls in place; rating input score 88
    • 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: Fail

Sustainability

  • Operating margin: -43.9%; rating input score 5; 5th 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: 12.5%; rating input score 28; 28th percentile among comparable filings

Growth

  • Program expense growth: -2.9% per year; rating input score 0; 31st percentile among comparable filings
  • Revenue growth: 0.6% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: -2.3% per year; rating input score 0; 18th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 89.5% of spending went to programs
  • Governance: 12 of 12 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $604K in reported program spending
  • Leadership: top reported pay $85K · 13 people listed
  • Consistency: 25 of 27 current checks pass · 2 findings to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2010 to 2021
  • Contacts: How to reach this organization
  • Money network: 21 filed money-flow records
  • Related organizations: 20 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 — Transparency & Controls: Grant itemization coverage scored 36/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
  • High — Sustainability: Operating margin scored 5/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule D land buildings reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 28/100.