United Way Of The Valley & Greater Utica Area Inc
United Way Of The Valley & Greater Utica Area Inc shows strong program focus but faces recent revenue declines and expense overruns.
EIN: 150532074 · Utica, NY · NTEE: T700 · Updated: 2026-03-28
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United Way Of The Valley & Greater Utica Area Inc is mapped to EIN 150532074.
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13 stored filing years available.
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85% program spend, health grade B
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| Metric | Value |
|---|---|
| Total Revenue | $1.7M |
| Total Expenses | $2.8M |
| Program Spending | 85% |
| Net Assets | $2.2M |
| Transparency Score | 88/100 |
Search Intent Cockpit
United Way Of The Valley & Greater Utica Area Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
United Way Of The Valley & Greater Utica Area Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around United Way Of The Valley & Greater Utica Area Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $2.5M and expenses of $2.8M.
Revenue and Expenses
United Way Of The Valley & Greater Utica Area Inc reported $2.5M in revenue and $2.8M in expenses, a deficit of $340K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
88/100 mission score, 3 red flags, and 4 strengths are shown from structured and AI review.
Is United Way Of The Valley & Greater Utica Area Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $2.4M (85%) |
Across stored filings, United Way Of The Valley & Greater Utica Area Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 3 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade B | 13 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and Philanthropy context |
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United Way Of The Valley & Greater Utica Area Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About United Way Of The Valley & Greater Utica Area Inc
United Way Of The Valley & Greater Utica Area Inc (EIN: 150532074) is a nonprofit organization based in Utica, NY, classified under NTEE code T700. The organization reported total revenue of $1.7M and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of United Way Of The Valley & Greater Utica Area Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
United Way Of The Valley & Greater Utica Area Inc is a mid-size nonprofit that has been operating for 70 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.5M |
| Total Expenses | $2.8M |
| Surplus / Deficit | $-340,172 |
| Total Assets | $2.8M |
| Total Liabilities | $617K |
| Net Assets | $2.2M |
| Operating Margin | -13.7% |
| Debt-to-Asset Ratio | 21.7% |
| Months of Reserves | 12.1 months |
Financial Health Grade: B
In 2023, United Way Of The Valley & Greater Utica Area Inc reported a deficit of $340K with expenses exceeding revenue, holds 12.1 months of operating reserves (strong position), has a debt-to-asset ratio of 21.7% (moderate leverage).
Financial Trends
Over 13 years of filings (2011–2023), United Way Of The Valley & Greater Utica Area Inc's revenue has declined at a compound annual growth rate (CAGR) of -1.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -26.6% | -18.2% | -6.1% |
| 2022 | -6.3% | +3.8% | -3.7% |
| 2021 | +7.9% | -8.7% | +12.8% |
| 2020 | +40.1% | +42.4% | -4.7% |
| 2019 | +16.5% | +8.1% | -5.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1956 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates United Way Of The Valley & Greater Utica Area Inc with a Mission Score of 88 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, United Way Of The Valley & Greater Utica Area Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $340K, with expenses exceeding revenue.
- Debt-to-asset ratio: 21.7%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to officers, which is a highly positive sign for resource allocation directly to mission-related activities.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of United Way Of The Valley & Greater Utica Area Inc's IRS 990 filings:
- Expenses consistently exceeding revenue in recent periods (e.g., 202306, 202206)
- Significant drop in latest reported revenue ($1,662,395) compared to prior years (e.g., $2,475,117 in 202306)
- Potential reliance on asset reserves to cover operational deficits if revenue trends continue
Strengths
The following positive indicators were identified for United Way Of The Valley & Greater Utica Area Inc:
- No reported officer compensation across all filings, indicating efficient use of funds
- Strong asset base relative to liabilities, suggesting financial stability (e.g., $2,844,085 assets vs. $617,368 liabilities in 202306)
- Consistent filing history (13 filings) demonstrating transparency
- NTEE code T700 (United Ways) indicates a broad community impact focus
Frequently Asked Questions about United Way Of The Valley & Greater Utica Area Inc
Is United Way Of The Valley & Greater Utica Area Inc a legitimate charity?
United Way Of The Valley & Greater Utica Area Inc (EIN: 150532074) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 88/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.7M. 3 red flags identified. 4 strengths noted. Financial health grade: B.
How does United Way Of The Valley & Greater Utica Area Inc spend its money?
United Way Of The Valley & Greater Utica Area Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to United Way Of The Valley & Greater Utica Area Inc tax-deductible?
United Way Of The Valley & Greater Utica Area Inc is registered as a tax-exempt nonprofit (EIN: 150532074). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of United Way Of The Valley & Greater Utica Area Inc's spending goes to programs?
United Way Of The Valley & Greater Utica Area Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does United Way Of The Valley & Greater Utica Area Inc compare to similar nonprofits?
With a transparency score of 88/100 (Excellent), United Way Of The Valley & Greater Utica Area Inc is above average for NTEE category T700 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is United Way Of The Valley & Greater Utica Area Inc located?
United Way Of The Valley & Greater Utica Area Inc is headquartered in Utica, New York and files with the IRS under EIN 150532074. It is classified under NTEE code T700.
How many years of IRS 990 filings does United Way Of The Valley & Greater Utica Area Inc have?
United Way Of The Valley & Greater Utica Area Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.7M in total revenue.
Is United Way Of The Valley & Greater Utica Area Inc a good charity?
Based on the available data, United Way Of The Valley & Greater Utica Area Inc appears to be a good charity. It demonstrates a strong commitment to its mission with no reported officer compensation and a healthy asset-to-liability ratio. However, recent trends of expenses exceeding revenue and a significant drop in the latest reported revenue warrant monitoring.
What caused the significant drop in revenue to $1,662,395 from previous years?
The provided data does not specify the exact cause. It could be due to various factors such as changes in fundraising campaigns, economic conditions impacting donations, or shifts in grant funding. Further investigation into their financial statements would be needed to understand this decline.
How does the organization manage its expenses given the recurring deficits?
While expenses have exceeded revenue in several recent periods (e.g., 202306, 202206), the organization maintains a substantial asset base ($2,844,085 in 202306). This suggests they may be drawing from reserves or investments to cover shortfalls, which is sustainable in the short term but not ideal for long-term financial health without revenue growth.
Filing History
IRS 990 filing history for United Way Of The Valley & Greater Utica Area Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), United Way Of The Valley & Greater Utica Area Inc's revenue has declined by 11.8%, moving from $2.8M to $2.5M. Total assets decreased by 25.5% over the same period, from $3.8M to $2.8M. Total functional expenses rose by 4%, from $2.7M to $2.8M. In its most recent filing year (2023), United Way Of The Valley & Greater Utica Area Inc reported a deficit of $340K, with expenses exceeding revenue. The organization holds $617K in liabilities against $2.8M in assets (debt-to-asset ratio: 21.7%), resulting in net assets of $2.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.5M | $2.8M | $2.8M | $617K | — | View 990 |
| 2022 | $3.4M | $3.4M | $3.0M | $587K | — | View 990 |
| 2021 | $3.6M | $3.3M | $3.1M | $416K | — | View 990 |
| 2020 | $3.3M | $3.6M | $2.8M | $643K | — | View 990 |
| 2019 | $2.4M | $2.5M | $2.9M | $452K | — | View 990 |
| 2018 | $2.0M | $2.4M | $3.1M | $502K | — | View 990 |
| 2017 | $2.2M | $2.4M | $3.4M | $566K | — | View 990 |
| 2016 | $2.2M | $2.3M | $3.5M | $613K | — | View 990 |
| 2015 | $2.4M | $2.2M | $3.6M | $651K | — | View 990 |
| 2014 | $2.4M | $2.2M | $3.4M | $649K | — | View 990 |
| 2013 | $858K | $1.2M | $3.1M | $639K | — | View 990 |
| 2012 | $2.2M | $2.7M | $3.5M | $661K | — | View 990 |
| 2011 | $2.8M | $2.7M | $3.8M | $653K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.5M, expenses of $2.8M, and assets of $2.8M (revenue -26.6% year-over-year).
- 2022: Revenue of $3.4M, expenses of $3.4M, and assets of $3.0M (revenue -6.3% year-over-year).
- 2021: Revenue of $3.6M, expenses of $3.3M, and assets of $3.1M (revenue +7.9% year-over-year).
- 2020: Revenue of $3.3M, expenses of $3.6M, and assets of $2.8M (revenue +40.1% year-over-year).
- 2019: Revenue of $2.4M, expenses of $2.5M, and assets of $2.9M (revenue +16.5% year-over-year).
- 2018: Revenue of $2.0M, expenses of $2.4M, and assets of $3.1M (revenue -7.8% year-over-year).
- 2017: Revenue of $2.2M, expenses of $2.4M, and assets of $3.4M (revenue -0.5% year-over-year).
- 2016: Revenue of $2.2M, expenses of $2.3M, and assets of $3.5M (revenue -8.0% year-over-year).
- 2015: Revenue of $2.4M, expenses of $2.2M, and assets of $3.6M (revenue +0.1% year-over-year).
- 2014: Revenue of $2.4M, expenses of $2.2M, and assets of $3.4M (revenue +181.8% year-over-year).
- 2013: Revenue of $858K, expenses of $1.2M, and assets of $3.1M (revenue -61.7% year-over-year).
- 2012: Revenue of $2.2M, expenses of $2.7M, and assets of $3.5M (revenue -20.2% year-over-year).
- 2011: Revenue of $2.8M, expenses of $2.7M, and assets of $3.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for United Way Of The Valley & Greater Utica Area Inc:
Data Sources and Methodology
This transparency report for United Way Of The Valley & Greater Utica Area Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.