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Community Development : United Ways (Grantmaking/Grants Payable)

Town of Palm Beach United Way

LIVE UNITED

four stars

99.54

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

Board Leadership
Mary Freitas
Chairman

CEO
Beth Walton
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 99.54 four stars
  Financial 99.36 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, 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 74 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 74 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.

Impact Information

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Reported Results
Showing 3 of 5
Total in 2019
Total number of people served in Education Initatives
11,371
Total number of people served in Health Initatives
31,549
Total number of people served in Income Initatives
277,062
Total dollar amount of grants awarded
3,270,600
Total amount of dollars raised
4,456,930
This impact information is current as of March 2020, 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

99.36

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 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)
91.4%
  Administrative Expenses 1.6%
  Fundraising Expenses 6.8%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 1.43
  Program Expenses Growth 1.4%
  Liabilities to Assets 22.5%
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.

Constituent Voice

Charity Navigator believes collecting feedback from the people an organization serves can make it more effective. That is why we're partnering with GuideStar by Candid to share Constituent Voice information with you. Here's how this organization is listening and learning from its constituents:
How is the organization collecting feedback?
Constituent (client or resident, etc) advisory committees, other
How is the organization using feedback?
To make fundamental changes to our programs and/or operations, To strengthen relationships with the people we serve, other
With whom is the organization sharing feedback?
Our staff, Our board, Our funders, Our community partners
What challenges does the organization face when collecting feedback?
Note: This organization did not select any of the multiple choice responses to this question
Describe a recent change in your organization that resulted from feedback.
Note: This organization did not answer this question
This Constituent Voice information is provided to us by Candid. At this time, Constituent Voice information published on this organization's page has no effect on its rating per our methodology.

Highly Rated

Charity Name & State Overall Score Overall Rating
Town of Palm Beach United Way (FL) 99.54 four stars
United Way of Central West Virginia (WV) 89.73 three stars
United Way of Lane County (OR) 94.69 four stars
United Way of Greater Milwaukee & Waukesha County (WI) 92.46 four stars
United Way of Brevard (FL) 90.33 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,936,245
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $3,936,245
   Program Service Revenue $0
Total Primary Revenue $3,936,245
   Other Revenue $378,041
TOTAL REVENUE $4,314,286
   
EXPENSES  
   Program Expenses $4,202,257
   Administrative Expenses $77,458
   Fundraising Expenses $318,437
TOTAL FUNCTIONAL EXPENSES $4,598,152
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-283,866
   
Net Assets $11,373,463

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 $1,555,947 37.0%
Helping Adults Achieve Financial Stability $1,141,246 27.2%
Improving Children's Education $999,970 23.8%

Ratings History
Town of Palm Beach United Way has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 99.54 four stars
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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2013
Compensation % of Expenses Paid to Title
$133,798 2.90% Elizabeth M. Walton President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Town of Palm Beach United Way (FL) 99.54 four stars
United Way of Abilene (TX) 94.15 four stars
United Way of Central West Virginia (WV) 89.73 three stars
United Way of Hall County (GA) 90.38 four stars
United Way of Central and Northeastern Connecticut (CT) 85.59 three stars

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This charity has an official representative registered with Charity Navigator.

Constituent Voice

This organization is sharing information on how they communicate with stakeholders to better inform your giving.

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

Mary Freitas
Chairman

CEO

Beth Walton
Chief Executive Officer

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