Disable all preview features

Community Development : United Ways (Grantmaking)

United Way of Greater Milwaukee & Waukesha County

Live United

four stars

93.69

225 West Vine Street Milwaukee, WI 53212
tel: (414) 263-8100   Web Site
EIN: 39-0806190

Board Leadership
Gregory S. Marcus
Chairman of the Board

CEO
Mary Lou Young
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 93.69 four stars
  Financial 92.03 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 06/01/2017 and includes data from FY2016, the most recent 990 received at that time.

Founded in 1909, United Way of Greater Milwaukee is committed to improving lives in our community. We provide for people's basic needs, we strengthen families, children and youth, and help individuals become self-sufficient. We also focus on the root causes of our community's most critical problems to break the cycle of poverty - the key to lasting change. United Way supports a safety net of services that provides people with the support and tools they need to build a better life while also focusing on the underlying causes of problems by investing in programs that address: early education, healthy girls, job training and retention, and asset building.

Founded in 1909, United Way of Greater Milwaukee is committed to improving lives in our community. We provide for people's basic needs, we strengthen families, children and youth, and help individuals become self-sufficient. We also focus on the root causes of our community's most critical problems to break the cycle of poverty - the key to lasting change. United Way supports a safety net of services that provides people with the support and tools they need to build a better life while also focusing on the underlying causes of problems by investing in programs that address: early education, healthy girls, job training and retention, and asset building.

Financial

four stars

92.03

Accountability & Transparency

four stars

96.00

This rating was published 06/01/2017 and includes data from FY2016, 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)
89.3%
  Administrative Expenses 2.9%
  Fundraising Expenses 7.6%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.52
  Program Expenses Growth 7.0%
  Liabilities to Assets 23.8%
All data for Financial Performance Metrics calculations was provided by United Way of Greater Milwaukee & Waukesha County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Greater Milwaukee & Waukesha County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Milwaukee & Waukesha County (WI) 93.69 four stars
United Way of Greater St. Joseph (MO) 88.22 three stars
United Way of Northeastern Minnesota (MN) 90.71 four stars
United Way of Cascade County (MT) 86.47 three stars
United Way of Greater Topeka (KS) 88.96 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $57,493,479
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $52,750
   Related Organizations $0
   Government Grants $469,027
Total Contributions $58,015,256
   Program Service Revenue $515,241
Total Primary Revenue $58,530,497
   Other Revenue $512,959
TOTAL REVENUE $59,043,456
   
EXPENSES  
   Program Expenses $55,360,142
   Administrative Expenses $1,872,921
   Fundraising Expenses $4,804,740
TOTAL FUNCTIONAL EXPENSES $62,037,803
   
Payments to Affiliates $503,307
Excess (or Deficit) for the year $-2,994,347
   
Net Assets $30,722,293

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
Community Investment Strategies $30,975,325 56.0%
Volunteer Engagement $622,185 1.1%
Grants $613,355 1.1%

Ratings History
United Way of Greater Milwaukee & Waukesha County has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 06/01/2017 93.69 four stars
2015-06 06/01/2016 94.06 four stars
 
CN 2.0
2015-06 03/01/2016 92.62 four stars
2014-06 10/01/2015 94.61 four stars
2013-06 06/01/2014 95.43 four stars
2012-06 07/01/2013 97.48 four stars
2011-06 05/01/2012 93.12 four stars
2010-06 09/20/2011 92.90 four stars
 
CN 1.0
2009-06 11/24/2010 90.87 four stars
2008-06 06/01/2009 88.50 three stars
2007-06 05/01/2008 92.71 four stars
2006-06 04/01/2007 96.42 four stars
2005-06 05/01/2006 93.68 four stars
2004-06 08/01/2005 93.68 four stars
2003-06 06/01/2004 84.85 three stars
2002-06 06/09/2003 88.91 three stars
2001-06 10/15/2002 83.23 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 39-0806190
Name in IRS Master File UNITED WAY OF GREATER MILWAUKEE & WAUKESHA 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 April, 1942
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, 2016
  • June, 2015
  • June, 2014
  • 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).

We invite you to share your opinions, thoughts, experiences, and stories about this charity here to help inform the decisions of other donors.  
Need more help getting started? Check out our FAQs.
 
This tool is not for questions about Charity Navigator, such as how we derived this charity’s rating. We will happily answer those questions if you contact us directly. Likewise, if you have questions for this charity, then we encourage you to contact the charity directly (we include the charity’s contact information in the upper left-hand corner of this page) since few charities regularly monitor this commenting tool.

Compensation % of Expenses Paid to Title
$277,709 0.44% Mary Lou Young President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Greater Milwaukee & Waukesha County (WI) 93.69 four stars
United Way of Greater St. Joseph (MO) 88.22 three stars
United Way of Baldwin County (AL) 93.41 four stars
United Way of Yellowstone County (MT) 87.03 three stars
United Way of Carlisle & Cumberland County (PA) 88.24 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Greater Milwaukee & Waukesha County
225 West Vine Street
Milwaukee, WI 53212
tel: (414) 263-8100
EIN: 39-0806190

Visit Web Site

Board Leadership

Gregory S. Marcus
Chairman of the Board

CEO

Mary Lou Young
President & CEO

[ X ]

Did You Know We Are a Charity, Too?

If even a third of the 7 million people who visited our site last year had donated a dollar to Charity Navigator, we would comfortably meet our annual budget and be able to do what so many of you ask us to do every day--rate more charities!

With the support of users like you, we are currently investing in staff and technology. This will allow us to improve the search and organizational features of our site, making it easier to find the information that matters most to you. We will also continue to enhance our evaluation system and metrics.

So, whether you're a first time visitor or a long time user, we ask for your help in achieving our goal. Your gift of any size is most deeply appreciated! Thank You!

With the support of users like you, we are making it easier to find the info that matters most. Thank you!

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.

Help Center