Philanthropy & Grantmaking
(T70Z)
IRS Verified
DX Registered
990 on File
UNITED WAY OF ROCKBRIDGE INC
Financial strength (30%)
94/100
Reliability (20%)
70/100
Effectiveness (25%)
90/100
Impact (25%)
No data yet
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CharityAI™ Score
Not yet evaluated
Mission Statement
To take a leadership role in improving the quality of life of people in the community by assessing needs, raising and allocating funds, and ensuring the appropriate use of those resources in the areas of education, health, and financial stability. UWR funds 18 safety net, family and special needs agencies and programs including Rockbridge READS!, an initiative to introduce pre-K children to reading.
Financial Overview — FY 2023
$190K
Total Revenue
$270K
Total Expenses
$169K
Net Assets
1
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
80.6%
Fundraising Efficiency
N/A
Operating Reserve
7.50x
Liability-to-Asset
2.2%
Revenue Diversification
84.3%
Executive Compensation
$38K
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2023.
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
|
80.6% | 90.7% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
16.2% | 7.8% |
P10P90
|
Below median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
3.3% | 0.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
7.5 mo | 106.5 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
2.2% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
84.3% | 90.6% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
14.0% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-7.9% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-41.7% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $190K | $270K | $169K | 80.6% | 1 |
| 2022 | $167K | $293K | $263K | 78.1% | 2 |
| 2021 | $220K | $335K | N/A | — | 2 |
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