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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of the Ocoee Region

Live united

four stars

93.68

85 Ocoee Street S.E. P.O. Box 193
Cleveland, TN 37311
tel: (423) 479-2020   Web Site
EIN: 62-0548418

Board Leadership
Mike Griffin
Chairman

CEO
Matt Ryerson
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 93.68 four stars
  Financial 94.45 four stars
  Accountability & Transparency 93.00 four stars
This rating was published 12/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The mission of the United Way of the Ocoee Region is to be a community-based organization that leads the efforts in identifying community needs, facilitating collaboration, and maximizing resources to positively impact our community and surrounding area. United Way of the Ocoee Region was formerly known as United Way of Bradley County.

The mission of the United Way of the Ocoee Region is to be a community-based organization that leads the efforts in identifying community needs, facilitating collaboration, and maximizing resources to positively impact our community and surrounding area. United Way of the Ocoee Region was formerly known as United Way of Bradley County.

Impact Information

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This impact information is current as of August 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

four stars

94.45

Accountability & Transparency

four stars

93.00

This rating was published 12/01/2019 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)
91.3%
  Administrative Expenses 3.5%
  Fundraising Expenses 5.0%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.78
  Program Expenses Growth -1.1%
  Liabilities to Assets 5.6%
All data for Financial Performance Metrics calculations was provided by United Way of the Ocoee Region on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Ocoee Region on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Ocoee Region (TN) 93.68 four stars
United Way of the Coastal Bend (TX) 99.20 four stars
United Way of the Cape Fear Area (NC) 90.81 four stars
United Way of Central Alabama (AL) 98.23 four stars
The United Way of Amarillo & Canyon (TX) 89.51 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,654,474
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $276,408
Total Contributions $2,930,882
   Program Service Revenue $276,150
Total Primary Revenue $3,207,032
   Other Revenue $2,133,942
TOTAL REVENUE $5,340,974
   
EXPENSES  
   Program Expenses $3,600,360
   Administrative Expenses $231,839
   Fundraising Expenses $284,453
TOTAL FUNCTIONAL EXPENSES $4,116,652
   
Payments to Affiliates $49,421
Excess (or Deficit) for the year $1,224,322
   
Net Assets $26,774,936

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 Needs $3,042,300 84.5%
Bradley Memorial Health Endowment Fund $558,060 15.5%

Ratings History
United Way of the Ocoee Region has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 12/01/2019 93.68 four stars
2017-12 04/01/2019 98.23 four stars
2016-12 12/01/2018 95.05 four stars
2015-12 12/01/2016 95.05 four stars
2014-12 06/01/2016 95.04 four stars
 
CN 2.0
2014-12 02/01/2016 92.05 four stars
2013-12 07/01/2015 90.24 four stars
2012-12 02/01/2014 93.13 four stars
2011-12 08/01/2013 94.70 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 62-0548418
Name in IRS Master File UNITED WAY OF THE OCOEE REGION
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.
(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 June, 1953
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$118,919 2.88% Matt Ryerson President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Ocoee Region (TN) 93.68 four stars
United Way of Fort Smith Area (AR) 88.00 three stars
United Way of Lebanon County (PA) 88.65 three stars
United Way of Pueblo County (CO) 95.62 four stars
United Way of Greater Mercer County (NJ) 88.70 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of the Ocoee Region
85 Ocoee Street S.E.
P.O. Box 193
Cleveland, TN 37311
tel: (423) 479-2020
fax: (423) 339-1110
EIN: 62-0548418

Visit Web Site

Board Leadership

Mike Griffin
Chairman

CEO

Matt Ryerson
President & CEO

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