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Community Development : United Ways (Grantmaking)

United Way of Marion County

Live United

four stars

93.79

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

Board Leadership
Bill Paul
Chair

CEO
Scot Quintel
President

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 93.79 four stars
  Financial 96.38 four stars
  Accountability & Transparency 92.00 four stars
This rating was published 12/23/2020 and includes data from FY2019, 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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Financial

four stars

96.38

Accountability & Transparency

four stars

92.00

This rating was published 12/23/2020 and includes data from FY2019, 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)		 81.1%
  Administrative Expenses 10.8%
  Fundraising Expenses 7.9%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 1.72
  Program Expenses Growth 5.6%
  Liabilities to Assets 4.6%
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) 93.79 four stars
United Way of Frederick County (MD) 89.34 three stars
United Way of Greater Baytown Area & Chambers County (TX) 93.98 four stars
United Way of Acadiana (LA) 91.59 four stars
Mesa United Way (AZ) 95.47 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,737,512
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $285,149
Total Contributions $2,022,661
   Program Service Revenue $0
Total Primary Revenue $2,022,661
   Other Revenue $196,657
TOTAL REVENUE $2,219,318
   
EXPENSES  
   Program Expenses $1,935,572
   Administrative Expenses $266,049
   Fundraising Expenses $197,588
TOTAL FUNCTIONAL EXPENSES $2,399,209
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-179,891
   
Net Assets $5,719,122

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 $1,293,815 66.8%
Educating Donors $641,757 33.2%

Ratings History
United Way of Marion County has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 12/23/2020 93.79 four stars
2018-06 12/01/2019 96.18 four stars
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
None reported -- This organization did not report a CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Marion County (FL) 93.79 four stars
United Way of Jackson County (MI) 90.71 four stars
United Way of Bay County (MI) 90.51 four stars
United Way of Harrison County (WV) 87.10 three stars
United Way of Greater Mercer County (NJ) 88.70 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

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

Visit Web Site

Board Leadership

Bill Paul
Chair

CEO

Scot Quintel
President

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