United Way Of Westchester And Putnam Inc
United Way Of Westchester And Putnam Inc consistently operates with a surplus and reports zero officer compensation.
EIN: 131997636 · White Plains, NY · NTEE: P20 · Updated: 2026-03-28
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United Way Of Westchester And Putnam Inc is mapped to EIN 131997636.
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| Metric | Value |
|---|---|
| Total Revenue | $10.5M |
| Total Expenses | $9.6M |
| Program Spending | 85% |
| Net Assets | $4.0M |
| Transparency Score | 90/100 |
Search Intent Cockpit
United Way Of Westchester And Putnam Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
United Way Of Westchester And Putnam 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 Westchester And Putnam Inc in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $9.7M and expenses of $9.6M.
Revenue and Expenses
United Way Of Westchester And Putnam Inc reported $9.7M in revenue and $9.6M in expenses, a surplus of $120K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
90/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is United Way Of Westchester And Putnam Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Where the Money Comes From and Where It Goes
Revenue Source Mix
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Expense Deployment
| Program services | $8.1M (85%) |
Across stored filings, United Way Of Westchester And Putnam Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and Human Services context |
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United Way Of Westchester And Putnam Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About United Way Of Westchester And Putnam Inc
United Way Of Westchester And Putnam Inc (EIN: 131997636) is a nonprofit organization based in White Plains, NY, classified under NTEE code P20. The organization reported total revenue of $10.5M and total assets of $5.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of United Way Of Westchester And Putnam Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
United Way Of Westchester And Putnam Inc is a large nonprofit that has been operating for 52 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $9.7M |
| Total Expenses | $9.6M |
| Surplus / Deficit | +$120K |
| Total Assets | $6.0M |
| Total Liabilities | $2.0M |
| Net Assets | $4.0M |
| Operating Margin | 1.2% |
| Debt-to-Asset Ratio | 33.0% |
| Months of Reserves | 7.5 months |
Financial Health Grade: A
In 2023, United Way Of Westchester And Putnam Inc reported a surplus of $120K with revenue exceeding expenses, holds 7.5 months of operating reserves (strong position), has a debt-to-asset ratio of 33.0% (moderate leverage).
Financial Trends
Over 13 years of filings (2011–2023), United Way Of Westchester And Putnam Inc's revenue has grown at a compound annual growth rate (CAGR) of 0.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -5.7% | +2.0% | +12.9% |
| 2022 | -23.7% | -28.0% | -5.8% |
| 2021 | +156.8% | +137.6% | +13.1% |
| 2020 | -33.2% | -29.6% | -5.1% |
| 2019 | -12.3% | -12.2% | +9.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1974 |
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 Westchester And Putnam Inc with a Mission Score of 90 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 Westchester And Putnam 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 surplus of $120K, with revenue exceeding expenses.
- Debt-to-asset ratio: 33.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, which is highly unusual for an organization of this size with revenues consistently in the multi-millions. This suggests that either executive roles are entirely volunteer-based, or compensation is categorized differently within other expense lines, or the reporting method for 'Officer Comp' specifically excludes certain executive salaries.
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 Westchester And Putnam Inc's IRS 990 filings:
- Unusually low (0%) reported officer compensation, which may obscure actual executive remuneration if categorized elsewhere.
Strengths
The following positive indicators were identified for United Way Of Westchester And Putnam Inc:
- Consistent financial surplus in most recent years (e.g., $9,694,449 revenue vs. $9,574,274 expenses in 2023).
- Healthy and growing asset base ($5,992,994 in 2023).
- Strong history of IRS 990 filings, indicating transparency.
- Recovery from 2020 revenue dip demonstrates resilience.
Frequently Asked Questions about United Way Of Westchester And Putnam Inc
Is United Way Of Westchester And Putnam Inc a legitimate charity?
United Way Of Westchester And Putnam Inc (EIN: 131997636) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $10.5M. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does United Way Of Westchester And Putnam Inc spend its money?
United Way Of Westchester And Putnam 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 Westchester And Putnam Inc tax-deductible?
United Way Of Westchester And Putnam Inc is registered as a tax-exempt nonprofit (EIN: 131997636). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of United Way Of Westchester And Putnam Inc's spending goes to programs?
United Way Of Westchester And Putnam Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does United Way Of Westchester And Putnam Inc compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), United Way Of Westchester And Putnam Inc is above average for NTEE category P20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is United Way Of Westchester And Putnam Inc located?
United Way Of Westchester And Putnam Inc is headquartered in White Plains, New York and files with the IRS under EIN 131997636. It is classified under NTEE code P20.
How many years of IRS 990 filings does United Way Of Westchester And Putnam Inc have?
United Way Of Westchester And Putnam 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 $10.5M in total revenue.
How does United Way Of Westchester And Putnam Inc manage to report 0% officer compensation?
The consistent reporting of 0% officer compensation across all 13 filings is highly unusual for an organization with annual revenues often exceeding $10 million. This could indicate that executive roles are entirely volunteer-based, or that executive salaries are classified under other expense categories (e.g., program or administrative staff salaries) rather than specifically 'Officer Comp' as defined by the 990, or that the organization utilizes a different operational model for its leadership.
What caused the significant revenue dip in 2020?
Revenue for United Way Of Westchester And Putnam Inc dropped to $5,246,840 in 2020 from $7,853,299 in 2019 and rebounded to $13,476,419 in 2021. This significant decrease likely reflects the widespread economic and philanthropic challenges faced by many nonprofits during the initial phase of the COVID-19 pandemic, followed by a strong recovery.
Is the organization financially stable given its asset and liability trends?
Yes, the organization appears financially stable. Its assets have generally grown, reaching $5,992,994 in 2023, while liabilities have remained manageable relative to assets, at $1,977,327 in the same period. The asset-to-liability ratio indicates a healthy financial position, with sufficient resources to cover its obligations.
Filing History
IRS 990 filing history for United Way Of Westchester And Putnam Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), United Way Of Westchester And Putnam Inc's revenue has grown by 0.1%, moving from $9.7M to $9.7M. Total assets decreased by 6% over the same period, from $6.4M to $6.0M. Total functional expenses fell by 1.2%, from $9.7M to $9.6M. In its most recent filing year (2023), United Way Of Westchester And Putnam Inc reported a surplus of $120K, with revenue exceeding expenses. The organization holds $2.0M in liabilities against $6.0M in assets (debt-to-asset ratio: 33.0%), resulting in net assets of $4.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $9.7M | $9.6M | $6.0M | $2.0M | — | View 990 |
| 2022 | $10.3M | $9.4M | $5.3M | $1.5M | — | View 990 |
| 2021 | $13.5M | $13.0M | $5.6M | $2.1M | — | View 990 |
| 2020 | $5.2M | $5.5M | $5.0M | $2.3M | — | View 990 |
| 2019 | $7.9M | $7.8M | $5.3M | $2.0M | — | View 990 |
| 2018 | $9.0M | $8.9M | $4.8M | $1.5M | — | View 990 |
| 2017 | $11.3M | $11.1M | $5.0M | $1.7M | — | View 990 |
| 2016 | $12.4M | $11.9M | $5.0M | $2.1M | — | View 990 |
| 2015 | $11.3M | $11.6M | $5.4M | $2.3M | — | View 990 |
| 2014 | $11.4M | $11.8M | $5.6M | $2.1M | — | View 990 |
| 2013 | $13.2M | $13.1M | $5.8M | $2.4M | — | View 990 |
| 2012 | $9.0M | $9.6M | $5.5M | $2.3M | — | View 990 |
| 2011 | $9.7M | $9.7M | $6.4M | $2.5M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $9.7M, expenses of $9.6M, and assets of $6.0M (revenue -5.7% year-over-year).
- 2022: Revenue of $10.3M, expenses of $9.4M, and assets of $5.3M (revenue -23.7% year-over-year).
- 2021: Revenue of $13.5M, expenses of $13.0M, and assets of $5.6M (revenue +156.8% year-over-year).
- 2020: Revenue of $5.2M, expenses of $5.5M, and assets of $5.0M (revenue -33.2% year-over-year).
- 2019: Revenue of $7.9M, expenses of $7.8M, and assets of $5.3M (revenue -12.3% year-over-year).
- 2018: Revenue of $9.0M, expenses of $8.9M, and assets of $4.8M (revenue -20.8% year-over-year).
- 2017: Revenue of $11.3M, expenses of $11.1M, and assets of $5.0M (revenue -8.6% year-over-year).
- 2016: Revenue of $12.4M, expenses of $11.9M, and assets of $5.0M (revenue +9.7% year-over-year).
- 2015: Revenue of $11.3M, expenses of $11.6M, and assets of $5.4M (revenue -1.5% year-over-year).
- 2014: Revenue of $11.4M, expenses of $11.8M, and assets of $5.6M (revenue -13.3% year-over-year).
- 2013: Revenue of $13.2M, expenses of $13.1M, and assets of $5.8M (revenue +46.8% year-over-year).
- 2012: Revenue of $9.0M, expenses of $9.6M, and assets of $5.5M (revenue -7.2% year-over-year).
- 2011: Revenue of $9.7M, expenses of $9.7M, and assets of $6.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for United Way Of Westchester And Putnam Inc:
Data Sources and Methodology
This transparency report for United Way Of Westchester And Putnam 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.