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Community Development : United Ways (Grantmaking)

United Way of Williamson County, TX

Live United.

four stars

93.41

1111 North Interstate 35 Suite 220
Round Rock, TX 78664
tel: (512) 255-6799   Web Site
EIN: 23-7396732

Board Leadership
Jerry Dreyer
Chair

CEO
Jodee O'Brien
Chief Executive Officer

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 93.41 four stars
  Financial 91.59 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 07/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?

The United Way of Williamson County's mission is to unite people and organizations throughout Williamson County to build stronger communities and improve lives. We envision a community where people thrive, live healthy lives, and everyone has the opportunity to reach their full potential. Our core values include community, integrity, service and stewardship.

The United Way of Williamson County's mission is to unite people and organizations throughout Williamson County to build stronger communities and improve lives. We envision a community where people thrive, live healthy lives, and everyone has the opportunity to reach their full potential. Our core values include community, integrity, service and stewardship.

Impact Information

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Financial

four stars

91.59

Accountability & Transparency

four stars

96.00

This rating was published 07/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 84.6%
  Administrative Expenses 3.5%
  Fundraising Expenses 11.7%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 0.95
  Program Expenses Growth 2.2%
  Liabilities to Assets 14.8%
All data for Financial Performance Metrics calculations was provided by United Way of Williamson County, TX on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Williamson County, TX on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Williamson County, TX (TX) 93.41 four stars
United Way of Lee, Hendry, Glades, and Okeechobee (FL) 98.23 four stars
United Way of Greater Chattanooga (TN) 98.23 four stars
United Way of the Cape Fear Area (NC) 90.81 four stars
United Way of Greater Rochester (NY) 96.89 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,036,325
   Federated Campaigns $26,971
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,063,296
   Program Service Revenue $0
Total Primary Revenue $1,063,296
   Other Revenue $19,102
TOTAL REVENUE $1,082,398
   
EXPENSES  
   Program Expenses $1,027,406
   Administrative Expenses $49,004
   Fundraising Expenses $149,423
TOTAL FUNCTIONAL EXPENSES $1,225,833
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-143,435
   
Net Assets $1,129,351

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
Allocations $950,805 92.5%
Donor Designations $76,601 7.4%

Ratings History
United Way of Williamson County, TX has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 07/01/2020 93.41 four stars
2018-06 04/01/2020 95.47 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 23-7396732
Name in IRS Master File THE UNITED WAY OF WILLIAMSON COUNTY
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 September, 1974
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, 2014
Compensation % of Expenses Paid to Title
$36,363 2.96% Jodene Obrien Chief Executive Officer
Other Salaries of Note
$29,667 2.42% Leann Powers Former Chief Executive Officer

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Williamson County, TX (TX) 93.41 four stars
United Way of Western Connecticut (CT) 93.43 four stars
United Way of Northeast Mississippi (MS) 88.14 three stars
United Way of Carlisle & Cumberland County (PA) 93.84 four stars
United Way of Johnson and Washington Counties (IA) 91.13 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of Williamson County, TX
1111 North Interstate 35
Suite 220
Round Rock, TX 78664
tel: (512) 255-6799
EIN: 23-7396732

Mail donations to:
P.O. Box 708
Round Rock, TX 78680

Visit Web Site

Board Leadership

Jerry Dreyer
Chair

CEO

Jodee O'Brien
Chief Executive Officer

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