Charity Search / UNITED WAY OF ROCK RIVER VALLEY
Philanthropy & Grantmaking (T700) IRS Verified DX Registered 990 on File

UNITED WAY OF ROCK RIVER VALLEY

EIN: 36-2167843 · ROCKFORD, IL 61103-6998 · United States · FY 2025 Data
3 out of 5 59 / 100 Based on 2+ years of filings
Financial strength (30%) 90/100
Reliability (20%) 70/100
Effectiveness (25%) 76/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 9/13/2026
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CharityAI™ Score
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Mission Statement

The mission of United Way of Rock River Valley is to improve life in the Rock River Valley by mobilizing the caring power of our community. For over 90 years, United Way of Rock River Valley has been uniquely positioned to address the most pressing issues facing our community. United Way of Rock River Valley is a local organization actively involved in coordinating health and human services and regularly engages the community to address critical issues.United Way has evolved over the last three years, transitioning from a fundraising orientation to a specific focus on addressing issues through its own initiatives. As such, United Way has expanded its efforts beyond just merely funding agencies. United Way focuses on three areas central to the long-term success of our community: Education, Income, and Health. Programs and services in these areas specifically led by United Way include our Success by 6® Early Childhood Initiative, Early Grade Reading Initiative (I READ), and Neighborhood Resource Center to help community residents living in____ economically challenged neighborhoods access programs to enrich their lives. Additionally, United Way funds 89 local programs through 51 agency partners that help children and youth achieve their potential through education; help individuals and families become financially stable and independent; and assist members of our community with improving their mental and physical health. In all, United Way positively impacts nearly 110,000 lives each year through its own community initiatives and funded agency partner programs.

Financial Overview — FY 2025
$4.0M
Total Revenue
$2.9M
Total Expenses
$11.1M
Net Assets
14
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 71.0%
Fundraising Efficiency N/A
Operating Reserve 45.78x
Liability-to-Asset 2.8%
Revenue Diversification 83.5%
Executive Compensation $144K
Compared with Peers
FY 2025
Compared with 2,423 similar organizations (United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2025.
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
71.0% 91.3%
P10P90
Bottom quarter
Admin expense ratio
Management and general / total expenses · lower is better
8.5% 8.2%
P10P90
Below median
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
20.5% 2.6%
P10P90
Bottom quarter
Operating reserve
Months of expenses covered by net assets · higher is better
45.8 mo 65.7 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
2.8% 0.0%
P10P90
Below median
Revenue concentration
Share of revenue from the largest source · lower is better
83.5% 90.4%
P10P90
Above median
Revenue growth
Year over year revenue growth
10.8% 9.0%
P10P90
Expense growth
Year over year expense growth
-7.7% 9.3%
P10P90
Surplus margin
Surplus as a share of revenue
27.7% 3.0%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $4.0M $2.9M $11.1M 71.0% 14
2024 $3.6M $3.1M $9.4M 81.9% 19
2023 $2.7M $2.1M $8.2M 75.7% 16
2022 $2.8M $2.3M $7.1M 75.0% 22
2021 $3.6M $3.4M N/A — 20
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Organization Details
EIN
36-2167843
State
IL
City
ROCKFORD
ZIP
61103-6998
Classification
T700
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
IRS Ruling Year
1919
Foundation Code
15
Form 990
On File
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