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Community Development : United Ways (Grantmaking/Grants Payable)

Town of Palm Beach United Way

LIVE UNITED

four stars

97.83

44 Cocoanut Row Suite M201
Palm Beach, FL 33480
tel: (561) 655-1919   Web Site
EIN: 59-0637885

Board Leadership
Jay Boodheshwar
Chairman

CEO
Beth Walton
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 97.83 four stars
  Financial 96.94 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.

The Palm Beach Community Chest was founded in 1945, by a group of concerned citizens in Palm Beach for the purpose of raising and distributing funds to charitable organizations. In 2006, we changed our name to the Town of Palm Beach United Way, and for more than 69 years, our purpose has remained constant. We are dedicated to improving people's lives for the better and making our community stronger. We help advance the common good for those in need throughout Palm Beach County by focusing on programs and priorities that promote education, income and health - the building blocks for a good life. The mission of the Town of Palm Beach United Way is to help people, community wide, and improve their quality of life.

The Palm Beach Community Chest was founded in 1945, by a group of concerned citizens in Palm Beach for the purpose of raising and distributing funds to charitable organizations. In 2006, we changed our name to the Town of Palm Beach United Way, and for more than 69 years, our purpose has remained constant. We are dedicated to improving people's lives for the better and making our community stronger. We help advance the common good for those in need throughout Palm Beach County by focusing on programs and priorities that promote education, income and health - the building blocks for a good life. The mission of the Town of Palm Beach United Way is to help people, community wide, and improve their quality of life.

Financial

four stars

96.94

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)
91.3%
  Administrative Expenses 1.7%
  Fundraising Expenses 6.9%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 1.47
  Program Expenses Growth -1.1%
  Liabilities to Assets 23.4%
All data for Financial Performance Metrics calculations was provided by Town of Palm Beach United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Town of Palm Beach United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Town of Palm Beach United Way (FL) 97.83 four stars
Head of the Lakes United Way (MN) 87.90 three stars
United Way of Gaston County (NC) 90.49 four stars
United Way of Greater Cleveland (OH) 85.71 three stars
United Way of Rhode Island (RI) 85.95 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,281,372
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $5,281,372
   Program Service Revenue $0
Total Primary Revenue $5,281,372
   Other Revenue $89,684
TOTAL REVENUE $5,371,056
   
EXPENSES  
   Program Expenses $4,276,357
   Administrative Expenses $76,258
   Fundraising Expenses $313,507
TOTAL FUNCTIONAL EXPENSES $4,666,122
   
Payments to Affiliates $0
Excess (or Deficit) for the year $704,934
   
Net Assets $11,487,319

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
Building Healthier Communities $1,654,128 38.7%
Helping Families Become Financially Stable $1,218,560 28.5%
Improving Children's Education $1,038,576 24.3%

Ratings History
Town of Palm Beach United Way has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 12/01/2018 97.83 four stars
2016-06 06/01/2017 91.16 four stars
2016-06 04/01/2017 82.10 three stars
2015-06 06/01/2016 91.92 four stars
 
CN 2.0
2015-06 03/01/2016 92.77 four stars
2013-06 09/01/2014 95.97 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 59-0637885
Name in IRS Master File TOWN OF PALM BEACH UNITED WAY 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 (602) Gifts, grants, or loans to other organizations
(561) Gifts or grants to individuals (other than scholarships)
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, 1949
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, 2013
  • June, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$123,068 2.63% Elizabeth M. Walton President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Town of Palm Beach United Way (FL) 97.83 four stars
United Way of El Paso County (TX) 87.36 three stars
United Way of Coastal Georgia (GA) 86.29 three stars
United Way of Midland County (MI) 90.49 four stars
Heart of Florida United Way (FL) 96.46 four stars

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Charity Contact Info

Town of Palm Beach United Way
44 Cocoanut Row
Suite M201
Palm Beach, FL 33480
tel: (561) 655-1919
fax: (561) 655-1740
EIN: 59-0637885

Visit Web Site

Board Leadership

Jay Boodheshwar
Chairman

CEO

Beth Walton
Chief Executive Officer

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