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Community Development : United Ways (Grantmaking)

United Way of Olmsted County

Live united

three stars

88.98

903 West Center Street Suite 100
Rochester, MN 55902
tel: (507) 287-2000   Web Site
EIN: 41-0695594

Board Leadership
Walt Ling
Chair

CEO
Jerome Ferson
President

  Score
(out of 100)
Rating
Overall Score & Rating 88.98 three stars
  Financial 84.94 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 03/01/2018 and includes data from FY2017, the most recent 990 received at that time.

United Way of Olmsted County is an agent of community change that inspires hope, creates opportunity, and champions people in need. United Way advances the common good by creating opportunities for a better life for all. Our focus is on education, income, and health - the building blocks for a good quality of life. We also support programs and services that help meet basics needs in our community. United Way recruits people and organizations who bring the passion, expertise, and resources we need to get things done.

United Way of Olmsted County is an agent of community change that inspires hope, creates opportunity, and champions people in need. United Way advances the common good by creating opportunities for a better life for all. Our focus is on education, income, and health - the building blocks for a good quality of life. We also support programs and services that help meet basics needs in our community. United Way recruits people and organizations who bring the passion, expertise, and resources we need to get things done.

Impact Information

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Financial

three stars

84.94

Accountability & Transparency

four stars

96.00

This rating was published 03/01/2018 and includes data from FY2017, 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)
84.8%
  Administrative Expenses 6.8%
  Fundraising Expenses 8.2%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.98
  Program Expenses Growth -4.0%
  Liabilities to Assets 23.4%
All data for Financial Performance Metrics calculations was provided by United Way of Olmsted County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Olmsted County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Olmsted County (MN) 88.98 three stars
United Way of Marion County (FL) 86.14 three stars
United Way of Bucks County (PA) 90.07 four stars
United Way of Massachusetts Bay and Merrimack Valley (MA) 93.42 four stars
United Way of Dane County (WI) 96.46 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,586,180
   Federated Campaigns $5,660
   Membership Dues $0
   Fundraising Events $9,719
   Related Organizations $0
   Government Grants $0
Total Contributions $3,601,559
   Program Service Revenue $48,653
Total Primary Revenue $3,650,212
   Other Revenue $87,932
TOTAL REVENUE $3,738,144
   
EXPENSES  
   Program Expenses $3,290,779
   Administrative Expenses $273,492
   Fundraising Expenses $339,350
TOTAL FUNCTIONAL EXPENSES $3,903,621
   
Payments to Affiliates $42,597
Excess (or Deficit) for the year $-165,477
   
Net Assets $4,084,395

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
Grant Distribution $1,721,382 52.3%
Donor Designations $706,341 21.5%
Internal Initiatives $477,530 14.5%
Community Impact, Advocacy, Grant Making, Capacity Building, Results $385,526 11.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-03 03/01/2018 88.98 three stars
2016-03 03/01/2017 89.97 three stars
2015-03 06/01/2016 94.80 four stars
 
CN 2.0
2015-03 02/01/2016 91.91 four stars
2014-03 08/01/2015 91.75 four stars
2013-03 03/01/2014 96.46 four stars
2011-12 11/06/2012 94.01 four 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 41-0695594
Name in IRS Master File UNITED WAY OF OLMSTED 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 Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date September, 1963
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
$131,135 3.35% Jerome Ferson President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Olmsted County (MN) 88.98 three stars
United Way of St. Lucie County (FL) 91.77 four stars
United Way of Southwestern Indiana (IN) 90.53 four stars
United Way of Greater Lima (OH) 88.81 three stars
United Way of Passaic County (NJ) 91.05 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Olmsted County
903 West Center Street
Suite 100
Rochester, MN 55902
tel: (507) 287-2000
EIN: 41-0695594

Visit Web Site

Board Leadership

Walt Ling
Chair

CEO

Jerome Ferson
President

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