Philanthropy & Grantmaking
(T30J)
IRS Verified
DX Registered
990 on File
UNITED WAY OF SOUTH CENTRAL MASSACHUSETTS INC
Financial strength (30%)
85/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
The United Way of Southbridge, Sturbridge & Charlton is a volunteer-driven organization that supports local agencies that provide health, education and financial stability services that profoundly affect the lives of those who live and work in the communities we serve.
Financial Overview — FY 2024
$1.0M
Total Revenue
$899K
Total Expenses
$1.2M
Net Assets
3
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
91.1%
Fundraising Efficiency
N/A
Operating Reserve
15.42x
Liability-to-Asset
6.9%
Revenue Diversification
85.9%
Executive Compensation
$67K
Compared with Peers
FY 2024
Compared with 16,645 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M 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
|
91.1% | 90.2% |
P10P90
|
Above median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
5.7% | 7.9% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.2% | 0.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
15.4 mo | 95.2 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
6.9% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
85.9% | 90.4% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
0.8% | 18.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-0.9% | 6.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
13.0% | 1.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.0M | $899K | $1.2M | 91.1% | 3 |
| 2023 | $1.0M | $908K | $1.0M | 89.5% | 2 |
| 2022 | $497K | $702K | $903K | 92.4% | 2 |
| 2021 | $605K | $557K | N/A | — | 2 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.