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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Charlotte County

Leading the united effort to eliminate poverty by investing in our community

88.19

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

Board Leadership
Charlotte Miller
President

CEO
Angie Matthiessen
Executive Director

Charity Navigator

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  Score
(out of 100)
Rating
Overall Score & Rating 88.19
  Financial 83.31
  Accountability & Transparency 100.00
This rating was published 05/01/2022 and includes data from FY2020, the most recent 990 received at that time.

We are mobilizing the power of our community to break the cycle of poverty. 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 mobilizing the power of our community to break the cycle of poverty. 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.

Financial

83.31

Accountability & Transparency

100.00

This rating was published 05/01/2022 and includes data from FY2020, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
88.9%
  Administrative Expenses 6.7%
  Fundraising Expenses 4.2%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.22
  Program Expenses Growth 0.3%
  Liabilities to Assets 68.7%
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.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Charlotte County (FL) 88.19
United Way of the Laurel Highlands (PA) 90.89
United Way of the Black Hills (SD) 93.75
United Way of Steele County (MN) 93.93
United Way of Volusia-Flagler Counties (FL) 91.11

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,111,151
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $721,523
Total Contributions $1,832,674
   Program Service Revenue $0
Total Primary Revenue $1,832,674
   Other Revenue $5,117
TOTAL REVENUE $1,837,791
   
EXPENSES  
   Program Expenses $1,593,245
   Administrative Expenses $120,338
   Fundraising Expenses $74,709
TOTAL FUNCTIONAL EXPENSES $1,788,292
   
Payments to Affiliates $0
Excess (or Deficit) for the year $49,499
   
Net Assets $412,128

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.

Program Name Amount Spent % of Program Expenses
Community Impact Allocations $974,194 61.1%
Season of Sharing & Assistance Grants $265,143 16.6%
Collective Impact Initiative $20,706 1.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2020-03 05/01/2022 88.19
2019-03 10/01/2021 87.92
2019-03 03/01/2020 87.59
2018-03 05/01/2019 89.02
2017-03 12/01/2018 92.38
2016-03 02/01/2017 88.58
2015-03 06/01/2016 77.01
 
CN 2.0
2015-03 02/01/2016 78.37
2014-03 10/01/2015 79.69
2013-03 12/01/2014 80.91
2013-03 11/01/2014 78.90
2012-03 12/20/2013 85.00
2011-03 08/01/2012 87.60

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, 2019
  • March, 2018
  • March, 2017
  • March, 2016
  • March, 2015
Compensation % of Expenses Paid to Title
$65,115 3.64% Angie Matthiessen CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Charlotte County (FL) 88.19
United Way of the Mid-Willamette Valley (OR) 88.09
United Way of Henderson County (NC) 88.79
United Way of Forsyth County - GA (GA) 90.40
United Way of Southern Kentucky (KY) 92.69

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

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

Visit Web Site

Board Leadership

Charlotte Miller
President

CEO

Angie Matthiessen
Executive Director

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