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Community Development : United Ways (Grantmaking/Grants Payable)

Oshkosh Area United Way

LIVE UNITED

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Impact Information is available from our partner, GuideStar

four stars

95.31

36 Broad Street Suite 100
Oshkosh, WI 54901
tel: (920) 235-8560   Web Site
EIN: 39-1017908

Board Leadership
E. Alan Hartman
Board Chair

CEO
Mary Ann L. Dilling
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 95.31 four stars
  Financial 93.38 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 12/01/2018 and includes data from FY2017, the most recent 990 received at that time.

Oshkosh Area United Way (OAUW), a local nonprofit organization, was established in 1962. OAUW has evolved from its roots as a fundraising organization to a community convener which mobilizes local partners including businesses, community leaders, public officials and residents, to develop opportunities for people to succeed. Our focus is on three key building blocks, a quality education that leads to a stable job, enough income to support a family and good health. OAUW helps to identify community needs, create solutions and fund local programs that deliver direct health and human services to the people in our community.

Oshkosh Area United Way (OAUW), a local nonprofit organization, was established in 1962. OAUW has evolved from its roots as a fundraising organization to a community convener which mobilizes local partners including businesses, community leaders, public officials and residents, to develop opportunities for people to succeed. Our focus is on three key building blocks, a quality education that leads to a stable job, enough income to support a family and good health. OAUW helps to identify community needs, create solutions and fund local programs that deliver direct health and human services to the people in our community.

Impact Information

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This impact information is current as of July 2019, 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

93.38

Accountability & Transparency

four stars

100.00

This rating was published 12/01/2018 and includes data from FY2017, 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)
80.8%
  Administrative Expenses 6.3%
  Fundraising Expenses 12.8%
  Fundraising Efficiency $0.14
  Working Capital Ratio (years) 1.77
  Program Expenses Growth 1.6%
  Liabilities to Assets 8.4%
All data for Financial Performance Metrics calculations was provided by Oshkosh Area United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oshkosh Area United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oshkosh Area United Way (WI) 95.31 four stars
United Way of Metropolitan Nashville (TN) 96.66 four stars
United Way of Rockland County (NY) 90.44 four stars
United Way of Story County (IA) 100.00 four stars
United Way Emerald Coast (FL) 91.70 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,179,579
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $17,032
   Related Organizations $22,655
   Government Grants $0
Total Contributions $1,219,266
   Program Service Revenue $2,535
Total Primary Revenue $1,221,801
   Other Revenue $176,254
TOTAL REVENUE $1,398,055
   
EXPENSES  
   Program Expenses $1,085,711
   Administrative Expenses $96,694
   Fundraising Expenses $192,066
TOTAL FUNCTIONAL EXPENSES $1,374,471
   
Payments to Affiliates $17,285
Excess (or Deficit) for the year $23,584
   
Net Assets $2,589,635

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
Agency Allocations $898,000 82.7%
Community Impact $187,711 17.3%

Ratings History
Oshkosh Area United Way has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 12/01/2018 95.31 four stars
2016-12 02/01/2018 91.82 four stars
2015-12 02/01/2017 92.25 four stars
2014-12 06/01/2016 89.64 three stars
 
CN 2.0
2014-12 12/22/2015 86.67 three stars
2013-12 10/01/2015 84.61 three stars
2013-12 07/01/2015 79.77 two stars
2012-12 03/01/2014 92.91 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 39-1017908
Name in IRS Master File OSHKOSH AREA UNITED WAY 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 February, 1963
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
$72,808 5.29% Susan Panek Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Oshkosh Area United Way (WI) 95.31 four stars
United Way of Thurston County (WA) 87.28 three stars
United Way of Kitsap County (WA) 86.17 three stars
United Way of Odessa (TX) 88.03 three stars
United Way of Mercer County (PA) 85.85 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Oshkosh Area United Way
36 Broad Street
Suite 100
Oshkosh, WI 54901
tel: (920) 235-8560
fax: (920) 235-8582
EIN: 39-1017908

Visit Web Site

Board Leadership

E. Alan Hartman
Board Chair

CEO

Mary Ann L. Dilling
Chief Executive Officer

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