United Way of Addison County INC EIN 03-0221018

United Way of Addison County INC

EIN  03-0221018 Public foundation / grantmaker Middlebury, VT Founded 1968
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 9/11/26 · see original filing: IRS
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Size
$1–10M
What they do
Mobilizes compassion and generosity to improve lives and strengthen the Addison County community.
Leadership
Helena Van Voorst · Executive Di · $99K
Money in and out
$1.9M revenue, $1.8M expenses
Bottom line
80% program efficiency

Mobilizes compassion and generosity to improve lives and strengthen the Addison County community. For fiscal year 2024 it reported $1.9M in revenue, $1.8M in expenses, and $2.4M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$1.9M
Pt VIII · Ln 12
Total expenses
$1.8M
Pt IX · Ln 25
Net assets
$2.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $68K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.13 Fundraising $0.07
Program efficiency
80%
of spending reaches programs▼ -4% vs prior filing year
Operating runway
14.6mo
months of highly liquid reserves at operating expense rate▲ +21% vs prior filing year
Surplus margin
+4%
revenue over expenses, this year▲ +177% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$1.9M
FY2024▼ -1%
Expenses
$1.8M
FY2024▼ -4%
Total assets
$2.9M
FY2024▲ +6%
Total liabilities
$448K
FY2024▼ -8%
Total revenue
$1.9M
Pt VIII · Ln 12
Total expenses
$1.8M
Pt IX · Ln 25
Net assets
$2.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$68K
Total assetsPt X · Ln 16$2.9M
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

3 program services account for $948K of program spending, described in the organization's own filed words · FY2024.
01

Community Leadership & Initiatives

This program includes initiatives that are developed and led by uwac to bring collaborative programming to meet unmet or under-met needs in the community that align with our impact areas: 1. Health (& education) - the organization continued its three multi- year federal substance abuse prevention grants.

$494Kprogram expense
02

Organization Development Assistance

Supporting the non-profit sector by providing technical assistance in areas such as board development, strategic planning and fundraising and results based accountability efforts. Support also includes acting as fiscal agent or managing funding streams on behalf of grassroots efforts in the community: child care consortium, addison…

$375Kprogram expense
03

Volunteer Programs

The organization held its annual days of caring in september 2024. 306 volunteers participated in direct service activities, contributing an estimated 1,530 hours valued at 53,228 in donated time served.

$79Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUnited Way of Addison County INC
EINHdr · item D03-0221018
Principal addressHdr · item CMiddlebury, VT
WebsiteHdr · item Jwww.unitedwayaddisoncounty.org
Year of formationHdr · item L1968
State of legal domicileHdr · item MVT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFSep 1968

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Di
$99,240Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Member at La
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Helena Van Voorst’s $99K as Executive Di is at the 29th percentile of top reported officer pay among 1688 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Helena Van Voorst$99,240$94,172$87,137$80,232$78,741$76,634

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$1.8M · 92%
Investment income$120K · 6%
Program service revenue$24K · 1%
Contributions & grants92%$1.8M
Investment income6%$120K
Program service revenue1%$24K
Other revenue$4K
— government grantsLn 1e$341K
Total revenueLn 12$1.9M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.13 Fundraising $0.07
Program services80%$1.5M
Management & general13%$236K
Fundraising7%$123K
Total functional expensesLn 25$1.8M

Balance Sheet

Part X · end of year
CashLn 1$228K
Total assetsLn 16$2.9M
Total liabilitiesLn 26$448K
Total net assetsLn 32$2.4M
Months of cash on handcomputed1.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.2M · Operating expenses (Pt IX) $1.8M · Less non-cash grants $49K · Cash operating expenses/yr $1.8M
14.6 months
Where the money goes
Program services
Program services $1.5M · Total expenses $1.8M
80%
Management & General
Management & general $236K · Total expenses $1.8M
13%
Fundraising
Fundraising $123K · Total expenses $1.8M
7%
Cost to raise $1
Fundraising expense (3-yr avg) $123K · Solicited contributions (3-yr avg) $1.3M
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1.8M · Total revenue $1.9M
92%
Government reliance
Government grants $341K · Total revenue $1.9M
18%
Earned-income share
Program service revenue $24K · Total revenue $1.9M
1%
Investment reliance
Investment income $120K · Total revenue $1.9M
+6%
Program self-sufficiency
Program service revenue $24K · Total expenses $1.8M
1%
Growth & trend
Revenue growth (YoY)
This year $1.9M · Prior year $1.9M
-1%
Revenue CAGR
FY2019 $1.7M · FY2024 $1.9M
+2%
Net-asset trend (YoY)
End of year $2.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.9M · Expenses $1.8M
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $2.9M
Net-asset ratio
Net assets $2.4M · Total assets $2.9M
84%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $1.9M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.9M
68%
People & payroll
Highest Reported Total Compensation
Individual Helena Van Voorst · Reported title EXECUTIVE DI · Highest reported compensation $99K · Total expenses $1.8M
5%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $530K · Total expenses $1.8M
29%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 13%
Fundraising cost ratio 7%
Revenue growth -1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 14 funders →
Grants paid · 129 grants · $4.3M · 2019–2024
Otter Creek Child Center INCVT · FY2024$374,698
Unitemized GrantFY2024$30,200
Tri-Valley Transit INCVT · FY2024$22,415
Atria Collective INCVT · FY2024$22,183
Vergennes Community Food ShelfVT · FY2024$20,000
Bristol Recreation ClubVT · FY2024$19,277
Have a Heart Food ShelfFY2024$15,000
Bristol Family CenterVT · FY2024$12,394
Otter Creek Child Center INCVT · FY2024$11,939
Parent - Child Center INCVT · FY2024$11,288
See all 129 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$1.9M revenue · ⤓ 990 PDF
FY2023$1.9M revenue · ⤓ 990 PDF
FY2022$1.8M revenue · ⤓ 990 PDF
FY2021$1.7M revenue · ⤓ 990 PDF
FY2020$1.7M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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