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Community Development : United Ways (Grantmaking)

United Way of Marion County

Live United

four stars

95.36

1401 NE 2nd Street Ocala, FL 34470
tel: (352) 732-9696   Web Site
EIN: 59-0946642

Board Leadership
Erin Buss
Chair

CEO
Scot Quintel
President

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 95.36 four stars
  Financial 93.45 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 02/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?

United Way of Marion County unites local resources to help our neighbors. United Way of Marion County is working to advance the common good by focusing on the building blocks of life--Education, Income and Health. More than just a fundraiser, United Way of Marion County also engages our neighbors and focuses resources to provide solutions for important human needs in the community. Together, united, we make a bigger difference than we would separately. Our goal is to create long-lasting and measurable changes that improve the quality of life for struggling individuals, families and children throughout Marion County.

United Way of Marion County unites local resources to help our neighbors. United Way of Marion County is working to advance the common good by focusing on the building blocks of life--Education, Income and Health. More than just a fundraiser, United Way of Marion County also engages our neighbors and focuses resources to provide solutions for important human needs in the community. Together, united, we make a bigger difference than we would separately. Our goal is to create long-lasting and measurable changes that improve the quality of life for struggling individuals, families and children throughout Marion County.

Impact Information

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

Financial

four stars

93.45

Accountability & Transparency

four stars

100.00

This rating was published 02/01/2019 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)		 79.6%
  Administrative Expenses 10.7%
  Fundraising Expenses 9.6%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 2.04
  Program Expenses Growth 3.4%
  Liabilities to Assets 3.6%
All data for Financial Performance Metrics calculations was provided by United Way of Marion County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Marion 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 Marion County (FL) 95.36 four stars
Heart of Florida United Way (FL) 96.46 four stars
United Way of Collier County (FL) 96.66 four stars
United Way of Cass-Clay (ND) 90.71 four stars
United Way of Santa Fe County (NM) 91.97 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,262,145
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $41,243
Total Contributions $2,303,388
   Program Service Revenue $0
Total Primary Revenue $2,303,388
   Other Revenue $471,212
TOTAL REVENUE $2,774,600
   
EXPENSES  
   Program Expenses $1,922,866
   Administrative Expenses $231,656
   Fundraising Expenses $188,698
TOTAL FUNCTIONAL EXPENSES $2,343,220
   
Payments to Affiliates $24,376
Excess (or Deficit) for the year $431,380
   
Net Assets $5,824,967

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
Funding Programs $1,501,685 78.1%
Educating Donors $421,181 21.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 02/01/2019 95.36 four stars
2016-06 06/01/2017 86.14 three stars
2015-06 07/01/2016 87.67 three stars
2014-06 06/01/2016 87.01 three stars
 
CN 2.0
2014-06 11/01/2015 84.64 three stars
2014-06 10/01/2015 84.38 three stars
2013-06 12/01/2014 78.82 two stars
2012-06 08/01/2013 84.06 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 59-0946642
Name in IRS Master File UNITED WAY OF MARION CO 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 (602) Gifts, grants, or loans to other organizations
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 October, 1964
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012

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
$73,553 3.13% Scot Quintel President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Marion County (FL) 95.36 four stars
United Way of Greater Cincinnati (OH) 91.04 four stars
United Way of Pueblo County (CO) 98.41 four stars
United Way of Monterey County (CA) 87.67 three stars
Shelby County United Way (OH) 92.66 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of Marion County
1401 NE 2nd Street
Ocala, FL 34470
tel: (352) 732-9696
fax: (352) 732-9608
EIN: 59-0946642

Mail donations to:
P.O. Box 1086
Ocala, FL 34478

Visit Web Site

Board Leadership

Erin Buss
Chair

CEO

Scot Quintel
President

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