Disable all preview features

Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Olmsted County

Live united

four stars

93.30

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

Board Leadership
Tory Johnson
Chairman

CEO
Jerome Ferson
President

  Score
(out of 100)
Rating
Overall Score & Rating 93.30 four stars
  Financial 91.42 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 03/01/2019 and includes data from FY2018, 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

Looking for Impact Information?

Charity Navigator is collaborating with GuideStar, GlobalGiving, Classy, and ImpactMatters to display impact-related information for rated nonprofits. However, not all rated nonprofits have provided impact information yet. Each of these partners has supplied Charity Navigator with the impact information they receive directly from nonprofits. Submissions must be made on our partner's websites and we plan to update the display of this information regularly.

If you are interested in seeing this charity provide its impact information, please click below. Note, this is simply an indication of your interest.

Financial

four stars

91.42

Accountability & Transparency

four stars

96.00

This rating was published 03/01/2019 and includes data from FY2018, 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)
83.6%
  Administrative Expenses 7.2%
  Fundraising Expenses 9.1%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 1.09
  Program Expenses Growth -6.2%
  Liabilities to Assets 20.3%
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) 93.30 four stars
United Way of Santa Fe County (NM) 93.63 four stars
United Way of Central and Northeastern Connecticut (CT) 85.59 three stars
The United Way of Amarillo & Canyon (TX) 88.99 three stars
United Way of Kern County (CA) 86.00 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,653,027
   Federated Campaigns $4,590
   Membership Dues $0
   Fundraising Events $26,993
   Related Organizations $0
   Government Grants $0
Total Contributions $3,684,610
   Program Service Revenue $52,311
Total Primary Revenue $3,736,921
   Other Revenue $110,492
TOTAL REVENUE $3,847,413
   
EXPENSES  
   Program Expenses $2,973,304
   Administrative Expenses $291,057
   Fundraising Expenses $428,336
TOTAL FUNCTIONAL EXPENSES $3,692,697
   
Payments to Affiliates $40,006
Excess (or Deficit) for the year $154,716
   
Net Assets $4,309,436

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 $1,544,716 51.9%
Donor Designations $636,595 21.4%
Community Impact, Advocacy, Grant Making, Capacity Building, Results $412,804 13.9%
Internal Initiatives $379,189 12.8%

Ratings History
United Way of Olmsted County has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-03 03/01/2019 93.30 four stars
2017-03 12/01/2018 90.67 four 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, 2018
  • March, 2017
  • March, 2016
  • March, 2015
  • March, 2014
Compensation % of Expenses Paid to Title
$133,370 3.61% Jerome Ferson President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Olmsted County (MN) 93.30 four stars
The United Way of Clark, Champaign and Madison Counties Ohio (OH) 89.33 three stars
United Way of Portage County, OH (OH) 86.65 three stars
United Way of Hunterdon County (NJ) 95.91 four stars
United Way of Wyandotte County (KS) 91.71 four stars

Compare These Charities (Highly Rated)

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

Tory Johnson
Chairman

CEO

Jerome Ferson
President

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.