BBB Wise Giving Report for
United Way of the Greater Triangle

BBB Wise Giving Report issued October 2010
BBB Wise Giving Report expires October 2012


Does not meet one or more standards
This charity does not meet one or more of the 20 standards for Charity Accountability. Find out more...


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Charity Contact Information

Name: United Way of the Greater Triangle
Address: 2400 Perimeter Park Drive,
Suite 150
  Morrisville, NC 27560
Phone: 919-460-8687
Web Address: www.unitedwaytriangle.org
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BBB Wise Giving Alliance Comments

Year, State Incorporated: 1995, North Carolina
Affiliates: None
Stated Purpose: "to improve lives by mobilizing the caring power of communities."

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Evaluation Conclusions

               

United Way of the Greater Triangle (UWGT) does not meet the following 3 Standards for Charity Accountability.

Standard 7: Board Approval of Written Report on Effectiveness - Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

UWGT does not meet this Standard because:

  • Although it has produced a written effectiveness assessment report, the report did not include recommendations for future actions.

Standard 16: Annual Report - Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

UWGT does not meet this standard because the most recent annual report did not include:

  • Total income.
  • Total expenses for each program in the same categories that appear in the organization’s financial statements.
  • Total fund raising expenses.
  • Total administrative expenses.
  • Total end of year net assets.

Standard 18: Privacy for Written Appeals & Internet Privacy - Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

UWGT does not meet this Standard because the privacy policy on this website, www.triangleunitedway.org does not indicate:

  • What security measures are in place to protect personal information that is collected.
In addition, the BBB Wise Giving Alliance requested but did not receive complete information on the organization’s solicitation materials and is unable to verify the organization's compliance with the following Standard for Charity Accountability: 15.
United Way of the Greater Triangle (UWGT) meets the remaining 16 Standards for Charity Accountability.
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Programs

               

According to the UWGT, the organization helped 559,825 individuals who were hungry or malnourished access the food they needed in 2009. 6,645 individuals and families applied for and received public or private assistance to help them meet their basic needs. 2,320 individuals and families accesseed affordable housing. The organization reports that it helped 12,857 people access heath-related resources, services or care. 946 individuals received treatment and support needed to remain free of dependency on alcohol, tobacco and other substances. 908 participants received physical/mental helath education and wellness options to prevent or reduce the incidence of chronic conditions. UWGT reports that it helped 20,914 senior citizens maintain independent living in a safe home and 10,757 children and youth avoid violent, crimal and gang activity. In addition, 10,709 children and youth accessed education on domestic violence prevention, conflict and avoidance and resolution and other anger management services. UWGT helped 5,624 young people achieve greater academic success and another 1,067 enter school physically healthy (including good health and physical development, dental, vision and hearing). 557 eligible families received scholarships to enroll their children in (4-5 star) childcare.

For the year ended December 31, 2009, UWGT's program expenses were:

  
Allocations 7,104,002
Direct donor designations 5,511,822
Resource investment 673,288
Direct services 408,308
Total Program Expenses: $13,697,420
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Governance

               

Chief Executive : Craig Chancellor, Chief Executive Officer
Compensation*:
 $260,435

Chair of the Board: Kurt D. Weaver
Chair's Profession / Business Affiliation: Attorney with Womble Carlyle, Sandridge and Rice, PLLC

Board Size: 26

Paid Staff Size: 40

*2009 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.
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Fund Raising

               

Method(s) Used:

Direct mail, special events, print advertisements, telemarketing, grant proposals, Internet appeals, and workplace campaigns.
Fund raising costs were 12% of related contributions. (Related contributions, which totaled $16,049,473, are donations received as a result of fund raising activities.)
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Tax Status

               

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
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Financial

               

The following information is based on UWGT's audited financial statements for the year ended December 31, 2009.

Source of Funds  
Campaign pledges 15,131,469
Administrative fees earned 857,556
Other income 327,342
Grants 60,448
Investment income 56,272
Total Income $16,433,087


chart



Uses of Funds as a % of Total Expenses

Programs: 77%  Fund Raising: 11%  Administrative: 8%  Other Expenses: 4%

Total income   $16,433,087
  Program expenses $13,697,420
  Fund raising expenses 1,859,728
  Administrative expenses 1,360,002
  Other Expenses 747,996
Total expenses   $17,665,146
Expenses in Excess of Income   (1,232,059)
Beginning net assets   11,015,147
Other Changes in Net Assets 42,912
Ending net assets   9,826,000
Total liabilities   5,764,234
Total assets   $15,590,234

Note 1: In the above financial section, "Other Changes in Net Assets" represents $42,912 for a merger with the United Way of Johnson County.

Note 2: "Other Expenses" for 2009 represents "Estimated uncollectable promises to give."

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An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the BBB Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fund raising or promotional purposes.

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