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Community Development : United Ways (Grantmaking)

United Way of Monroe County

Serving Monroe, Owen, and Greene Counties

three stars

84.95

441 South College Avenue Bloomington, IN 47403
tel: (812) 334-8370   Web Site
EIN: 35-0985959

Board Leadership
Kirsten Grønbjerg
President

CEO
Efrat Feferman
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 84.95 three stars
  Financial 79.10 two stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/20/2019 and includes data from FY2018, the most recent 990 received at that time.

For nearly 60 years, United Way of Monroe County has improved people's lives by creating and sustaining solutions to the most pressing issues in Monroe, Owen, and Greene counties. Our mission is to improve people's lives by mobilizing the caring power of our community. We address critical needs today and work to reduce those needs tomorrow.

For nearly 60 years, United Way of Monroe County has improved people's lives by creating and sustaining solutions to the most pressing issues in Monroe, Owen, and Greene counties. Our mission is to improve people's lives by mobilizing the caring power of our community. We address critical needs today and work to reduce those needs tomorrow.

Impact Information

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Financial

two stars

79.10

Accountability & Transparency

four stars

96.00

This rating was published 12/20/2019 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)
78.8%
  Administrative Expenses 10.0%
  Fundraising Expenses 11.1%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 0.79
  Program Expenses Growth -4.6%
  Liabilities to Assets 18.4%
All data for Financial Performance Metrics calculations was provided by United Way of Monroe County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Monroe County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monroe County (IN) 84.95 three stars
United Way of Lane County (OR) 94.69 four stars
Tulsa Area United Way (OK) 90.84 four stars
United Way of Central Iowa (IA) 99.93 four stars
United Way of Santa Barbara County (CA) 91.20 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,167,987
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $22,126
Total Contributions $1,190,113
   Program Service Revenue $6,533
Total Primary Revenue $1,196,646
   Other Revenue $361
TOTAL REVENUE $1,197,007
   
EXPENSES  
   Program Expenses $1,038,604
   Administrative Expenses $142,686
   Fundraising Expenses $139,411
TOTAL FUNCTIONAL EXPENSES $1,320,701
   
Payments to Affiliates $12,643
Excess (or Deficit) for the year $-123,694
   
Net Assets $1,058,488

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
Funding for Education, Earnings, Essentials $1,038,604 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 12/20/2019 84.95 three stars
2017-12 02/01/2019 84.65 three stars
2016-12 12/22/2017 83.00 three stars
2015-12 12/21/2016 82.55 three stars
2014-12 06/01/2016 85.80 three stars
 
CN 2.0
2014-12 12/22/2015 83.05 three stars
2013-12 06/01/2015 84.97 three stars
2012-12 08/01/2014 85.24 three 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 35-0985959
Name in IRS Master File UNITED WAY OF MONROE 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.
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 May, 1958
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
$73,320 5.55% Efrat Feferman Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monroe County (IN) 84.95 three stars
United Way - Thomas Jefferson Area (VA) 96.11 four stars
United Way of South Mississippi (MS) 85.74 three stars
Metro United Way (KY) 88.89 three stars
United Way of Licking County (OH) 87.08 three stars

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Charity Contact Info

United Way of Monroe County
441 South College Avenue
Bloomington, IN 47403
tel: (812) 334-8370
EIN: 35-0985959

Visit Web Site

Board Leadership

Kirsten Grønbjerg
President

CEO

Efrat Feferman
Executive Director

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