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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Marathon County

LIVE UNITED

four stars

91.43

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

Board Leadership
Chris Pfender
President

CEO
Jeff Sargent
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 91.43 four stars
  Financial 87.89 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 04/01/2021 and includes data from FY2019, the most recent 990 received at that time.

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.

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.

Financial

three stars

87.89

Accountability & Transparency

four stars

100.00

This rating was published 04/01/2021 and includes data from FY2019, 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)
81.1%
  Administrative Expenses 10.9%
  Fundraising Expenses 7.9%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.74
  Program Expenses Growth -0.5%
  Liabilities to Assets 43.0%
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) 91.43 four stars
United Way of Porter County (IN) 92.38 four stars
United Way of Greater Nashville (TN) 97.17 four stars
United Way of Lebanon County (PA) 87.09 three stars
The United Way of Greater Waterbury (CT) 92.92 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,026,534
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $31,011
   Related Organizations $0
   Government Grants $148,280
Total Contributions $3,205,825
   Program Service Revenue $0
Total Primary Revenue $3,205,825
   Other Revenue $107,878
TOTAL REVENUE $3,313,703
   
EXPENSES  
   Program Expenses $2,700,729
   Administrative Expenses $442,460
   Fundraising Expenses $247,965
TOTAL FUNCTIONAL EXPENSES $3,391,154
   
Payments to Affiliates $38,114
Excess (or Deficit) for the year $-77,451
   
Net Assets $2,544,034

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 $2,002,177 74.1%
211 $280,421 10.4%
Retired Senior and Volunteer Program $79,079 2.9%

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

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 04/01/2021 91.43 four stars
2018-12 12/01/2019 92.75 four stars
2017-12 03/01/2019 92.99 four stars
2016-12 12/01/2018 92.28 four stars
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, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$88,300 2.60% Jeffrey Sargent Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Marathon County (WI) 91.43 four stars
United Way of Northeastern Minnesota (MN) 92.22 four stars
United Way of Delaware County (OH) 86.68 three stars
United Way of San Antonio and Bexar County (TX) 88.29 three stars
United Way of Mower County (MN) 92.38 four stars

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This charity has an official representative registered with Charity Navigator.

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

Chris Pfender
President

CEO

Jeff Sargent
Executive Director

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