Philanthropy & Grantmaking
(T70Z)
IRS Verified
DX Registered
990 on File
UNITED WAY OF ESSEX AND WEST HUDSON
Financial strength (30%)
72/100
Reliability (20%)
55/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
To invest in the underserved by building stronger and healthier communities through education and economic empowerment. Through our leadership and partnerships, residents in our 13 municipalities are empowered to create healthier lives with access to quality education and opportunities for economic advancement.
Financial Overview — FY 2024
$1.5M
Total Revenue
$2.2M
Total Expenses
$5.9M
Net Assets
15
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
77.0%
Fundraising Efficiency
324.7%
Operating Reserve
32.66x
Liability-to-Asset
5.6%
Revenue Diversification
94.3%
Executive Compensation
$274K
Compared with Peers
FY 2024
Compared with 5,337 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
77.0% | 90.9% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
15.4% | 8.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
7.6% | 2.1% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
324.7% | 148.1% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
32.7 mo | 80.9 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
5.6% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
94.3% | 89.7% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-52.2% | 21.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-47.7% | 9.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-50.2% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.5M | $2.2M | $5.9M | 77.0% | 15 |
| 2023 | $3.0M | $4.2M | $6.0M | 85.1% | 13 |
| 2022 | $4.7M | $5.4M | $6.7M | 87.2% | 17 |
| 2021 | $5.2M | $6.4M | N/A | — | 13 |
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