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Community Development : United Ways (Fundraising)

United Way of Marathon County

LIVE UNITED

three stars

87.10

705 South 24th Avenue Suite 400B
Wausau, WI 54401
tel: (715) 848-2927   Web Site
EIN: 39-0935496

Board Leadership
Duane Meyer
President

CEO
Jeff Sargent
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 87.10 three stars
  Financial 81.77 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 05/01/2017 and includes data from FY2015, the most recent 990 received at that time.

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

Financial

three stars

81.77

Accountability & Transparency

four stars

100.00

This rating was published 05/01/2017 and includes data from FY2015, 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)
82.7%
  Administrative Expenses 9.1%
  Fundraising Expenses 8.0%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.71
  Program Expenses Growth 2.4%
  Liabilities to Assets 44.3%
All data for Financial Performance Metrics calculations was provided by United Way of Marathon County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Marathon County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Marathon County (WI) 87.10 three stars
United Way of Rockland County (NY) 87.13 three stars
Livingston County United Way (MI) 87.18 three stars
United Way of Bartholomew County (IN) 93.67 four stars
United Way of Jackson County (MI) 88.21 three stars

Compare These Charities (Highly Rated)

United Way of Marathon County, a locally directed organization, works collaboratively to assess community needs, coordinate community resources, and strategically invest in human service programs that improve the quality of life throughout Marathon County. United Way of Marathon County is the leader that inspires and enables individuals and organizations to work together on human service priorities, using resources effectively to make a measurable difference in improving the lives of people throughout Marathon County.

United Way of Marathon County exists to Unite people and organizations in Marathon County to build a stronger community and strategically invest in education, income and health priorities to improve lives now and in the future.

United Way of Marathon County is creating community impact by:
Investing in proven agency programs, Convening organizations and coalitions in the community, Mobilizing volunteers, Connecting people to resources and evaluating community needs.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,063,349
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $16,915
   Related Organizations $0
   Government Grants $111,944
Total Contributions $3,192,208
   Program Service Revenue $0
Total Primary Revenue $3,192,208
   Other Revenue $111,340
TOTAL REVENUE $3,303,548
   
EXPENSES  
   Program Expenses $2,776,950
   Administrative Expenses $319,927
   Fundraising Expenses $278,616
TOTAL FUNCTIONAL EXPENSES $3,375,493
   
Payments to Affiliates $30,865
Excess (or Deficit) for the year $-71,945
   
Net Assets $2,402,392

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 Grant Distribution $2,135,064 76.9%
211 $270,741 9.7%
Retired Senior and Volunteer Program $75,394 2.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 05/01/2017 87.10 three stars
2014-12 07/01/2016 90.87 four stars
2014-12 06/01/2016 90.44 four stars
 
CN 2.0
2014-12 12/22/2015 91.29 four stars
2013-12 02/01/2015 94.93 four stars
2012-12 07/01/2014 93.70 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 39-0935496
Name in IRS Master File UNITED WAY OF MARATHON 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.
(927) Fundraising
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
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 July, 1959
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, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

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).

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Compensation % of Expenses Paid to Title
$91,681 2.71% Joanne Kelly Executive Director

United Way of Marathon County, a locally directed organization, works collaboratively to assess community needs, coordinate community resources, and strategically invest in human service programs that improve the quality of life throughout Marathon County. United Way of Marathon County is the leader that inspires and enables individuals and organizations to work together on human service priorities, using resources effectively to make a measurable difference in improving the lives of people throughout Marathon County.

United Way of Marathon County exists to Unite people and organizations in Marathon County to build a stronger community and strategically invest in education, income and health priorities to improve lives now and in the future.

United Way of Marathon County is creating community impact by:
Investing in proven agency programs, Convening organizations and coalitions in the community, Mobilizing volunteers, Connecting people to resources and evaluating community needs.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Marathon County (WI) 87.10 three stars
Salina Area United Way (KS) 89.12 three stars
United Way of Acadiana (LA) 93.93 four stars
Missouri Slope Areawide United Way (ND) 91.45 four stars
United Way of Greater Williamsburg (VA) 85.89 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of Marathon County
705 South 24th Avenue
Suite 400B
Wausau, WI 54401
tel: (715) 848-2927
fax: (715) 848-2929
EIN: 39-0935496

Visit Web Site

Board Leadership

Duane Meyer
President

CEO

Jeff Sargent
Executive Director

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