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Community Development : United Ways (Grantmaking)

United Way of Portage County, WI

LIVE UNITED

four stars

95.89

1100 Centerpoint Drive Suite 302
Stevens Point, WI 54481
tel: (715) 341-6740   Web Site
EIN: 39-0831152

Board Leadership
Kim Angell
President

CEO
Sue Wilcox
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 95.89 four stars
  Financial 94.20 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 12/23/2020 and includes data from FY2019, the most recent 990 received at that time.

United Way of Portage County brings people and resources together to achieve measurable results that improve people's lives and strengthen our community. United Way advances the common good by creating opportunities for a better life for all. Our strategies focus on goals in the areas of Education, Income, Health and Community Basics, the building blocks for a good quality of life. Together, we are taking action that makes a real difference today, while creating long-term solutions and measurable results for tomorrow.

United Way of Portage County brings people and resources together to achieve measurable results that improve people's lives and strengthen our community. United Way advances the common good by creating opportunities for a better life for all. Our strategies focus on goals in the areas of Education, Income, Health and Community Basics, the building blocks for a good quality of life. Together, we are taking action that makes a real difference today, while creating long-term solutions and measurable results for tomorrow.

Financial

four stars

94.20

Accountability & Transparency

four stars

100.00

This rating was published 12/23/2020 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)
82.2%
  Administrative Expenses 6.7%
  Fundraising Expenses 11.0%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 1.86
  Program Expenses Growth 3.3%
  Liabilities to Assets 4.1%
All data for Financial Performance Metrics calculations was provided by United Way of Portage County, WI on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Portage County, WI on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Portage County, WI (WI) 95.89 four stars
United Way of Denton County (TX) 88.19 three stars
Middlesex United Way (CT) 86.25 three stars
United Way of the Wine Country (CA) 96.66 four stars
United Way of Champaign County (IL) 89.42 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,499,941
   Federated Campaigns $36,937
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $105,956
Total Contributions $3,642,834
   Program Service Revenue $0
Total Primary Revenue $3,642,834
   Other Revenue $50,524
TOTAL REVENUE $3,693,358
   
EXPENSES  
   Program Expenses $2,727,944
   Administrative Expenses $204,565
   Fundraising Expenses $430,540
TOTAL FUNCTIONAL EXPENSES $3,363,049
   
Payments to Affiliates $37,279
Excess (or Deficit) for the year $330,309
   
Net Assets $6,326,254

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 Impact Program $2,455,031 90.0%
Volunteer Center $128,171 4.7%
Early Years Collaborative Mission $81,451 3.0%

Ratings History
United Way of Portage County, WI has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 12/23/2020 95.89 four stars
2018-12 10/01/2019 99.57 four stars
2017-12 03/01/2019 99.79 four stars
2017-12 09/01/2018 97.86 four stars
2016-12 03/01/2018 95.44 four stars
2015-12 08/01/2017 94.97 four stars
2015-12 12/01/2016 94.23 four stars
2014-12 06/01/2016 94.47 four stars
 
CN 2.0
2014-12 11/01/2015 91.30 four stars
2013-12 05/01/2015 94.18 four stars
2012-12 02/01/2014 92.14 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 39-0831152
Name in IRS Master File UNITED WAY OF PORTAGE COUNTY INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
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 August, 1975
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
$110,859 3.29% Susan Wilcox Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Portage County, WI (WI) 95.89 four stars
United Way of Central Louisiana (LA) 95.27 four stars
United Way of Cass-Clay (ND) 96.71 four stars
Sioux Empire United Way (SD) 91.96 four stars
United Way of Miami-Dade (FL) 92.16 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Portage County, WI
1100 Centerpoint Drive
Suite 302
Stevens Point, WI 54481
tel: (715) 341-6740
fax: (715) 341-3717
EIN: 39-0831152

Visit Web Site

Board Leadership

Kim Angell
President

CEO

Sue Wilcox
Executive Director

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