Philanthropy & Grantmaking
(T70Z)
IRS Verified
DX Registered
990 on File
UNITED WAY OF NORTHERN CALIFORNIA
Financial strength (30%)
73/100
Reliability (20%)
55/100
Effectiveness (25%)
85/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
At United Way, we surround our community’s most critical problems and we fight for change. We fight for the education of every child. The basic needs of every family. The self-sufficiency of every person. We are the hand-raisers. The game-changers. The never-stop-fighting, never-back-down life transformers. UNITED we fight to help people live their best possible lives.
Financial Overview — FY 2024
$5.2M
Total Revenue
$4.8M
Total Expenses
$1.3M
Net Assets
38
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
78.1%
Fundraising Efficiency
180.5%
Operating Reserve
3.28x
Liability-to-Asset
46.2%
Revenue Diversification
96.0%
Executive Compensation
$137K
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
|
78.1% | 90.9% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
19.4% | 8.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
2.5% | 2.1% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
180.5% | 148.1% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
3.3 mo | 80.9 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
46.2% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
96.0% | 89.7% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
68.2% | 21.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-1.8% | 9.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
7.0% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $5.2M | $4.8M | $1.3M | 78.1% | 38 |
| 2023 | $3.1M | $4.9M | $949K | 80.7% | 40 |
| 2022 | $5.0M | $6.3M | $2.8M | 87.9% | 42 |
| 2021 | $9.7M | $6.3M | N/A | — | 35 |
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