Human Services (P20) IRS Verified DX Registered 990 on File

UNITED WAY OF WESTCHESTER AND PUTNAM INC

EIN: 13-1997636 · WHITE PLAINS, NY 10606-1533 · United States · FY 2025 Data

4 out of 5 77 / 100 Based on 2+ years of filings

Financial strength (30%) 67/100

Reliability (20%) 70/100

Effectiveness (25%) 90/100

Impact (25%) 80/100

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

United Way of Westchester and Putnam mobilizes strategic partnerships, and leverages resources to create a more equitable community for our neighbors living in poverty or paycheck-to-paycheck by advancing education, financial stability, and health initiatives. United Way is deliciated to improving the lives of 40% of hard-working individuals and families who struggle to afford their basic needs. Together, United Way positively impacts tens of thousands of individuals and families every year.

Financial Overview — FY 2025

$10.4M

Total Revenue

$10.0M

Total Expenses

$4.7M

Net Assets

130

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 93.2%

Fundraising Efficiency 203.6%

Operating Reserve 5.64x

Liability-to-Asset 19.3%

Revenue Diversification 97.5%

Executive Compensation $295K

Compared with Peers

FY 2025

Compared with 1,112 similar organizations (United States, Human Services, $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	93.2%	87.2%	P10P90	Top quarter
Admin expense ratio Management and general / total expenses · lower is better	3.8%	11.3%	P10P90	Top quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	2.9%	0.4%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	203.6%	468.0%	P10P90	Above median
Operating reserve Months of expenses covered by net assets · higher is better	5.6 mo	7.5 mo	P10P90	Below median
Liabilities to assets Total liabilities / total assets · lower is better	19.3%	26.6%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	97.5%	91.4%	P10P90	Bottom quarter
Surplus margin Surplus as a share of revenue	3.7%	2.8%	P10P90

Impact

1 program

Outcome / Program	People Served	Cost / Service	# Completed	Duration
211 connects those in need with crucial resources and essential goods.	700,000	$1.52	—	Per Year

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$10.4M	$10.0M	$4.7M	93.2%	130
2023	$9.7M	$9.6M	$4.0M	86.6%	38
2022	$10.3M	$9.4M	$3.8M	88.8%	29
2021	$13.5M	$13.0M	N/A	—	31

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Organization Details

EIN: 13-1997636
State: NY
City: WHITE PLAINS
ZIP: 10606-1533
Classification: P20
Category: Human Services
Rating: 4★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 61
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
An organization that is not in good standing with its registry (for example a revoked tax exemption) is shown as Not rated.
"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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