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Community Development : United Ways (Grantmaking)

United Way of Monmouth and Ocean Counties

LIVE UNITED.

three stars

81.24

4814 Outlook Drive Suite 107
Wall, NJ 07753
tel: (732) 938-5988   Web Site
EIN: 22-1828435

Board Leadership
Robert Rosone
Chair

CEO
Lori-Anne McLane
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 81.24 three stars
  Financial 73.48 two stars
  Accountability & Transparency 100.00 four stars
This rating was published 11/01/2020 and includes data from FY2019, the most recent 990 received at that time.

United Way of Monmouth and Ocean Counties (UWMOC) mobilizes donors, volunteers and community partners to improve the lives of youth and their families. UWMOC works to ensure that every child is successful, every family is financially stable, and every community we serve is stronger.

United Way of Monmouth and Ocean Counties (UWMOC) mobilizes donors, volunteers and community partners to improve the lives of youth and their families. UWMOC works to ensure that every child is successful, every family is financially stable, and every community we serve is stronger.

Financial

two stars

73.48

Accountability & Transparency

four stars

100.00

This rating was published 11/01/2020 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)
79.7%
  Administrative Expenses 9.7%
  Fundraising Expenses 10.5%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 0.49
  Program Expenses Growth -18.8%
  Liabilities to Assets 32.0%
All data for Financial Performance Metrics calculations was provided by United Way of Monmouth and Ocean Counties on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Monmouth and Ocean Counties on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monmouth and Ocean Counties (NJ) 81.24 three stars
Tulsa Area United Way (OK) 90.22 four stars
United Way of Racine County (WI) 87.50 three stars
United Way of York County, South Carolina (SC) 88.91 three stars
United Way of Saginaw County (MI) 89.81 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,199,194
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $26,521
   Related Organizations $0
   Government Grants $88,431
Total Contributions $2,314,146
   Program Service Revenue $1,697
Total Primary Revenue $2,315,843
   Other Revenue $115,447
TOTAL REVENUE $2,431,290
   
EXPENSES  
   Program Expenses $2,142,547
   Administrative Expenses $259,971
   Fundraising Expenses $356,958
TOTAL FUNCTIONAL EXPENSES $2,759,476
   
Payments to Affiliates $29,644
Excess (or Deficit) for the year $-328,186
   
Net Assets $1,647,844

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
Financial Stability $396,883 18.5%
Early Grade Reading $317,053 14.8%
School Readiness $216,033 10.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 11/01/2020 81.24 three stars
2018-06 06/01/2019 94.53 four stars
2017-06 09/01/2018 93.98 four stars
2016-06 07/01/2017 93.98 four stars
2015-06 08/01/2016 96.46 four stars
2014-06 06/01/2016 98.23 four stars
 
CN 2.0
2014-06 11/01/2015 99.31 four stars
2013-06 10/01/2014 94.98 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 22-1828435
Name in IRS Master File UNITED WAY OF MONMOUTH AND OCEAN COUNTIES 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 July, 1967
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
Not compensated -- Lori-Anne Mclane President & CEO
Other Salaries of Note
$130,247 4.71% Timothy Chearne Former President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monmouth and Ocean Counties (NJ) 81.24 three stars
The United Way of Youngstown and the Mahoning Valley (OH) 96.66 four stars
United Way of the Inland Valleys (CA) 89.68 three stars
United Way of the Mid-Willamette Valley (OR) 85.84 three stars
United Way of Central Iowa (IA) 99.20 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Monmouth and Ocean Counties
4814 Outlook Drive
Suite 107
Wall, NJ 07753
tel: (732) 938-5988
EIN: 22-1828435

Visit Web Site

Board Leadership

Robert Rosone
Chair

CEO

Lori-Anne McLane
President and CEO

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