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Community Development : United Ways (Grantmaking)

United Way of Charlotte County

Give. Advocate. Volunteer. LIVE UNITED.

four stars

90.71

17831 Murdock Circle Port Charlotte, FL 33948
tel: (941) 627-3539   Web Site
EIN: 59-1149995

Board Leadership
Julie Mathis
President

CEO
Angie Matthiessen
Executive Director

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 90.71 four stars
  Financial 87.50 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/22/2017 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?

We are leading the united effort to eliminate poverty by investing in our community. Our vision is a community without poverty.

The United Way has been serving the Charlotte County community since 1966. For all these years, the generosity of donors has made possible programs that nurture children, help youth succeed, promote health and wellness, strengthen adults and families, and provide basic assistance to Charlotte County neighbors. The United Way draws on the resources of the entire community, both human and financial, to support programs in our area. Each of our member agencies relies on volunteers to help provide these critically needed services.

We are leading the united effort to eliminate poverty by investing in our community. Our vision is a community without poverty.

The United Way has been serving the Charlotte County community since 1966. For all these years, the generosity of donors has made possible programs that nurture children, help youth succeed, promote health and wellness, strengthen adults and families, and provide basic assistance to Charlotte County neighbors. The United Way draws on the resources of the entire community, both human and financial, to support programs in our area. Each of our member agencies relies on volunteers to help provide these critically needed services.

Learn more about how we calculate the overall score and rating.

Financial

three stars

87.50

Accountability & Transparency

four stars

96.00

This rating was published 12/22/2017 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 90.3%
  Administrative Expenses 6.2%
  Fundraising Expenses 3.3%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 0.37
  Program Expenses Growth 24.7%
  Liabilities to Assets 57.9%
All data for Financial Performance Metrics calculations was provided by United Way of Charlotte County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Charlotte County on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Charlotte County (FL) 90.71 four stars
United Way of Essex and West Hudson (NJ) 87.07 three stars
United Way of Lake & Sumter Counties (FL) 87.25 three stars
United Way of Northeast Mississippi (MS) 85.94 three stars
United Way of Buffalo & Erie County (NY) 91.52 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,494,855
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $675,000
Total Contributions $2,169,855
   Program Service Revenue $0
Total Primary Revenue $2,169,855
   Other Revenue $23,898
TOTAL REVENUE $2,193,753
   
EXPENSES  
   Program Expenses $1,943,986
   Administrative Expenses $116,349
   Fundraising Expenses $78,329
TOTAL FUNCTIONAL EXPENSES $2,138,664
   
Payments to Affiliates $0
Excess (or Deficit) for the year $55,089
   
Net Assets $724,974

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-03 12/22/2017 90.71 four stars
2016-03 02/01/2017 88.58 three stars
2015-03 06/01/2016 77.01 two stars
 
CN 2.0
2015-03 02/01/2016 78.37 two stars
2014-03 10/01/2015 79.69 two stars
2013-03 12/01/2014 80.91 three stars
2013-03 11/01/2014 78.90 two stars
2012-03 12/20/2013 85.00 three stars
2011-03 08/01/2012 87.60 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 59-1149995
Name in IRS Master File UNITED WAY OF CHARLOTTE COUNTY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Central - the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Group Name [Not Applicable]
Ruling Date February, 1977
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End March
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • March, 2017
  • March, 2016
  • March, 2015
  • March, 2014
  • March, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$63,162 2.95% Carrie Blackwell Hussey Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Charlotte County (FL) 90.71 four stars
United Way of the Battle Creek and Kalamazoo Region (MI) 92.02 four stars
United Way of Lake County, IL (IL) 90.67 four stars
United Way of Northern Nevada and the Sierra (NV) 85.90 three stars
United Way of Whatcom County (WA) 88.54 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Charlotte County
17831 Murdock Circle
Port Charlotte, FL 33948
tel: (941) 627-3539
fax: (941) 627-3485
EIN: 59-1149995

Visit Web Site

Board Leadership

Julie Mathis
President

CEO

Angie Matthiessen
Executive Director

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