United Way Halton & Hamilton

177 Rebecca Street
Hamilton, ON L8R 1B9
President & CEO: Brad Park
Board Chair: Anne Bermingham

Charitable Reg. #:10746 2988 RR0001

STAR RATING

Ci's Star Rating is calculated based on the following independent metrics:

[Charity Rating: 4/5]

✔+

FINANCIAL TRANSPARENCY

Audited financial statements for current and previous years available on the charity’s website.

B

RESULTS REPORTING

Grade based on the charity's public reporting of the work it does and the results it achieves.

n/r

DEMONSTRATED IMPACT

The demonstrated impact per dollar Ci calculates from available program information.

NEED FOR FUNDING

Charity's cash and investments (funding reserves) relative to how much it spends on programs in most recent year.

77%

CENTS TO THE CAUSE

For a dollar donated, after overhead costs of fundraising and admin/management (excluding surplus) 77 cents are available for programs.



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OVERVIEW

About United Way Halton & Hamilton:

United Way of Halton and Hamilton is a 4-star charity. It is financially transparent, has reasonable overhead costs, and has an average results reporting grade of B. 

The United Way of Halton and Hamilton (UWHH) was created after the amalgamation of the United Way of Burlington & Greater Hamilton, the United Way of Oakville, the United Way of Halton Hills and the United Way of Milton on April 1, 2017. The charity notes in its 2017 Impact Report that by broadening its scope and pooling the resources of the four United Ways, it could create a more effective and sustainable organization that delivers greater social impact in the five communities it serves.

In F2023, the charity focused on three areas: Poverty to Possibility; Healthy People, Strong Communities; and All That Kids Can Be. The charity does not break down its spending by these three areas.

Poverty to Possibility grants help ensure that the most vulnerable people in the community have access to the most basic needs in life, such as food, shelter and transportation. These programs aim to offer money management, financial counseling and employment training so individuals and families can build their assets for long-term financial stability. UWHH reports that in F2023 it helped 13,017 people increase their food security and helped 4,474 people move toward employment and/or financial stability.

The charity’s Healthy People, Strong Communities grants help increase the quality of life in communities by supporting mental health, parenting, wellness, recreation and social programs. These programs aim to give people the tools, confidence and support to live independently and take better care of themselves and their families. In F2023, UWHH funding helped 7,189 people access supports like addiction services. UWHH also funds 211, a service that helps people access health and social services. It received 6,915 touchpoints with community members in F2023.

UWHH’s All That Kids Can Be grants help children by funding mentorship, counseling, crisis prevention and recreational programs. These programs aim to give youth self-esteem, confidence, positive behaviour and a sense of belonging so they can grow into engaged and productive adults. In F2023, the charity helped 35,466 children and youth be involved in their community.

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Results and Impact

 

Poverty to Possibility: UWHH funds tax clinics that help low-income people file taxes and receive tax returns. In F2023, it helped 2,420 people file their taxes. These people received a total of $10,981,248 in tax refunds and/or benefits, an average of $4,538 per person. 78 people experiencing homelessness accessed the free tax-filing services, and 50 of them were moved to permanent housing. 

Healthy People, Strong Communities: In F2023, UWHH-funded programs helped 32,286 people improve their mental health and ability to handle life’s challenges. 

All That Kids Can Be: UWHH’s funded programs helped 29,914 children and youth improve their physical and emotional wellbeing in F2023. It also helped 27,267 children and youth be engaged in learning and improve their academic performance.

While Ci highlights these key results, they may not be a complete representation of UWHH's results and impact.

This charity is not yet rated on impact (n/r).

 

 

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Finances

In F2023, United Way Halton and Hamilton received $11.5m in donations. It also received $698k in donated goods-in-kind. Fundraising costs are 17% of donations and administrative costs are 6% of revenues (less investment income). Total overhead spending is 23%. For each dollar donated, 77 cents go to the cause. This is within Ci’s reasonable range for overhead spending.

Reserve funds of $14.8m can cover program and grant expenses for 2 years at the F2022 level. Reserve funds include $2.8m in funds held at Halton Community Foundation, Burlington Community Foundation, Oakville Community Foundation, and Community Foundation of Halton North.

In F2023, UWHH sold a property resulting in a gain on sale of capital assets of $2.1m. It also purchased $56k worth of capital assets during the year. As Ci reports capital expenditures less proceeds from sale of capital assets, the value is negative in F2023.

United Way Halton and Hamilton’s F2023 T3010 filing with the CRA is not yet publicly available at the time of this report. As such, compensation data reflects F2022.

This charity report is an update that has been sent to the United Way of Halton and Hamilton for review. Changes and edits may be forthcoming.

Updated on August 3, 2023 by Emily Downing.

Financial Review


Financial Ratios

Fiscal year ending March
202320222021
Administrative costs as % of revenues 5.8%5.4%4.2%
Fundraising costs as % of donations 17.4%15.1%14.9%
Total overhead spending 23.2%20.5%19.1%
Program cost coverage (%) 207.5%145.5%90.5%

Summary Financial Statements

All figures in $000s
202320222021
Donations 11,53011,87810,741
Goods in kind 698249491
Government funding 164145,266
Investment income 352334449
Other income 1750352
Total revenues 12,77112,87417,298
Program costs 1,7801,7101,981
Grants 5,3465,9799,468
Donor-designated donations 1,1281,477910
Donated goods exp 698251491
Administrative costs 725681706
Fundraising costs 2,0071,7881,597
Total spending 11,68311,88615,153
Cash flow from operations 1,0889892,146
Capital spending (2,048)171
Funding reserves 14,78511,18710,359

Note: Ci excluded gain on sale of capital assets from revenues, affecting total revenues by ($2.1m) in F2023. Ci adjusted for changes in pledges receivable, affecting total revenues by $359k in F2023, $61k in F2022, and $295k in F2021. Ci backed out dues to United Way Canada from program costs and reported the amount as administrative costs, affecting program costs by ($109k) in F2023, ($104k) in F2022, and ($88k) in F2021. Ci backed out administrative costs allocated to fundraising and reported the amount as administrative costs, affecting fundraising expenses by ($616k) in F2023, ($577k) in F2022, and ($619k) in F2021. Ci adjusted for changes in donor-designated grants payable, affecting donor-designated grants and total expenses by ($159k) in F2023, $23k in F2022, and $1k in F2021. To report on a cash basis, Ci backed out amortization from program, administrative, and fundraising costs on a pro-rata basis. 

Salary Information

Full-time staff: 37

Avg. compensation: $76,550

Top 10 staff salary range:

$350k +
0
$300k - $350k
0
$250k - $300k
0
$200k - $250k
0
$160k - $200k
1
$120k - $160k
0
$80k - $120k
6
$40k - $80k
3
< $40k
0

Information from most recent CRA Charities Directorate filings for F2022

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Comments & Contact

Comments added by the Charity:

No comments have been added by the charity.

Charity Contact

Website: www.uwhh.ca
This email address is being protected from spambots. You need JavaScript enabled to view it. Tel: 1-844-392-7639

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Charitable Registration Number: 80340 7956 RR0001