Philanthropy & Grantmaking
(T70)
IRS Verified
DX Registered
990 on File
UNITED WAY OF SUMMIT AND MEDINA
Financial strength (30%)
65/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$12.0M
Total Revenue
$14.8M
Total Expenses
$10.1M
Net Assets
116
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
71.3%
Fundraising Efficiency
2726.1%
Operating Reserve
8.20x
Liability-to-Asset
31.6%
Revenue Diversification
93.0%
Executive Compensation
$1.3M
Compared with Peers
FY 2025
Compared with 314 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M 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
|
71.3% | 91.1% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
22.3% | 6.5% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
6.4% | 3.3% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
2726.1% | 1336.9% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
8.2 mo | 26.8 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
31.6% | 6.4% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
93.0% | 91.7% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-11.1% | 5.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-2.6% | 7.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-23.6% | 3.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $12.0M | $14.8M | $10.1M | 71.3% | 116 |
| 2024 | $13.5M | $15.2M | $12.9M | 73.6% | 126 |
| 2023 | $32.9M | $32.9M | $14.2M | 88.5% | 139 |
| 2022 | $40.5M | $41.1M | $14.4M | 92.9% | 127 |
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