Philanthropy & Grantmaking
(T70Z)
IRS Verified
DX Registered
990 on File
UNITED WAY CALIFORNIA CAPITAL REGION
Financial strength (30%)
75/100
Reliability (20%)
55/100
Effectiveness (25%)
78/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$10.7M
Total Revenue
$12.1M
Total Expenses
$9.3M
Net Assets
64
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
71.2%
Fundraising Efficiency
803.5%
Operating Reserve
9.24x
Liability-to-Asset
35.4%
Revenue Diversification
96.7%
Executive Compensation
$420K
Compared with Peers
FY 2023
Compared with 1,312 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M 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
|
71.2% | 92.2% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
15.1% | 6.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
13.7% | 2.2% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
803.5% | 940.8% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
9.2 mo | 71.3 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
35.4% | 2.3% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
96.7% | 89.9% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
3.2% | 1.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-1.1% | 10.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-13.6% | -0.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $10.7M | $12.1M | $9.3M | 71.2% | 64 |
| 2022 | $10.3M | $12.3M | $10.7M | 75.7% | 46 |
| 2021 | $50.6M | $15.4M | N/A | — | 50 |
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