Philanthropy & Grantmaking
(T70Z)
IRS Verified
DX Registered
990 on File
UNITED WAY OF TRUMBULL COUNTY
Financial strength (30%)
69/100
Reliability (20%)
55/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$493K
Total Revenue
$508K
Total Expenses
$1.1M
Net Assets
6
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
81.8%
Fundraising Efficiency
87.6%
Operating Reserve
25.74x
Liability-to-Asset
17.1%
Revenue Diversification
80.6%
Executive Compensation
$73K
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
|
81.8% | 90.2% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
6.5% | 7.9% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
11.6% | 0.0% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
87.6% | 7.3% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
25.7 mo | 95.2 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
17.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
80.6% | 90.4% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-15.6% | 18.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-2.4% | 6.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-3.1% | 1.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $493K | $508K | $1.1M | 81.8% | 6 |
| 2023 | $583K | $520K | $1.1M | 80.6% | 7 |
| 2022 | $432K | $503K | $986K | 77.5% | 5 |
| 2021 | $618K | $559K | N/A | — | 5 |
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