United Ways of Vermont Inc

What it reported doing in 2024

See schedule ounited ways of Vermont (uwvt) is the statewide association of the local united way chapters in Vermont and also houses the Vermont 211 (vt 211) program, a statewide information and referral program, officially launched in 2005. Vt 211 has responded to over half a million contacts, connecting callers with hundreds of thousands of referrals since its inception 25 years ago. The top referrals given to vermonters remains consistent, including access to emergency housing for individuals experiencing homelessness, help meeting basic needs, access to free tax preparation sites, and referrals to various agencies that provide help with financial, health, and education assistance. Vt 211 maintains a robust statewide database of health and human service resources. The information includes detailed descriptions of more than 1100 agencies, representing more than 3000 programs and services. This database is available to the public on a searchable platform online at www.vermont211.org. In fy25, we received 57,375 contacts, which resulted in 22,008 referrals.our partnerships run deep. Vt 211 partners with state, local, community, and organizations to provide education and training in the areas of information and referral. Vt 211 provides an easy to remember phone number to call to get vetted information in times of disaster, whether it be local, regional, or statewide. Vt 211 played an instrumental role in the 2023 and 2024 devastating floods in Vermont by collecting damage reports from the public for our state partners and serving as a reliable source of accurate information. Our program and database are accredited by inform USA, the national accrediting agency for information and referral services.united ways of vt is also home to the help me grow Vermont (hmg) initiative in collaboration with the Vermont department of health, maternal and child health. Hmg provides a central access point, using vt 211's database, for existing resources and new information related to healthy child development and maternal/child health. Child development specialists follow up with families to ensure they can connect to resources, and assists any pregnant person or person caring for a child from birth to age eight who lives in Vermont. Hmg also hosts the state's accounts and training for the ages and stages questionnaire, a parent-completed tool for screening young children (birth to 5.5 years). We train providers such as childcare professionals, educators, family support workers, and others on how to use the tool and set up accounts.

Financial Efficiency

• Mission deployment rate: 75.5%; rating input score 75
• Program expense ratio: 92.5%; rating input score 92
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• 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: 5 of 8 controls in place; rating input score 62
  • 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: Fail
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Missing
  • Independent financial-statement audit: Fail

Sustainability

• Operating margin: 18.4%; rating input score 74; 74th percentile among comparable filings
• Total-asset coverage ratio: 0.59; rating input score 27; 27th percentile among comparable filings
• Liabilities to assets ratio: 0.02; rating input score 64; 64th percentile among comparable filings
• Officer compensation ratio: 6.1%; rating input score 50; 50th percentile among comparable filings

Growth

• Program expense growth: 5.5% per year; rating input score 100; 45th percentile among comparable filings
• Revenue growth: 7.4% per year; rating input score 100; 56th percentile among comparable filings
• Asset growth: 12.4% per year; rating input score 100; 66th percentile among comparable filings