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Community Development : United Ways (Grantmaking)

United Way of San Diego County

Live United

three stars

88.44

4699 Murphy Canyon Road San Diego, CA 92123
tel: (858) 492-2000   Web Site
EIN: 95-2213995

Board Leadership
Richard Pattenaude
Chairman

CEO
Bob Beatty
Interim CEO

  Score
(out of 100)
Rating
Overall Score & Rating 88.44 three stars
  Financial 84.16 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 08/01/2018 and includes data from FY2017, the most recent 990 received at that time.

United Way of San Diego County's mission is to spark breakthrough community action that elevates every child and family toward a brighter future. We support efforts that improve school readiness, early grade literacy and a full Cradle to Career Success Continuum. We support efforts that lead to family stability, resilience and self-sufficiency; including supports around workforce readiness and health. Our work seeks to create and maintain healthy, safe and livable communities for all children and families.

United Way has been improving lives by identifying and addressing the root causes of San Diego's most significant community issues for 95 years. We develop localized strategies, harness the resources to implement those strategies, and measure the results. We focus our resources on providing the underpinnings and supports necessary for under-served San Diegan's to become self-sufficient and create better lives.

United Way of San Diego County's mission is to spark breakthrough community action that elevates every child and family toward a brighter future. We support efforts that improve school readiness, early grade literacy and a full Cradle to Career Success Continuum. We support efforts that lead to family stability, resilience and self-sufficiency; including supports around workforce readiness and health. Our work seeks to create and maintain healthy, safe and livable communities for all children and families.

United Way has been improving lives by identifying and addressing the root causes of San Diego's most significant community issues for 95 years. We develop localized strategies, harness the resources to implement those strategies, and measure the results. We focus our resources on providing the underpinnings and supports necessary for under-served San Diegan's to become self-sufficient and create better lives.

Financial

three stars

84.16

Accountability & Transparency

four stars

96.00

This rating was published 08/01/2018 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)
84.6%
  Administrative Expenses 5.9%
  Fundraising Expenses 9.3%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 0.67
  Program Expenses Growth -6.2%
  Liabilities to Assets 32.4%
All data for Financial Performance Metrics calculations was provided by United Way of San Diego County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of San Diego County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of San Diego County (CA) 88.44 three stars
United Way of Collier County (FL) 90.24 four stars
United Way of Greater Attleboro/Taunton, Inc. (MA) 87.50 three stars
United Way of Beaumont & North Jefferson County (TX) 85.94 three stars
United Way of Abilene (TX) 94.37 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $918,225
   Federated Campaigns $11,952,024
   Membership Dues $0
   Fundraising Events $107,258
   Related Organizations $0
   Government Grants $913,342
Total Contributions $13,890,849
   Program Service Revenue $179,876
Total Primary Revenue $14,070,725
   Other Revenue $-163,434
TOTAL REVENUE $13,907,291
   
EXPENSES  
   Program Expenses $11,897,227
   Administrative Expenses $785,521
   Fundraising Expenses $1,361,153
TOTAL FUNCTIONAL EXPENSES $14,043,901
   
Payments to Affiliates $139,929
Excess (or Deficit) for the year $-136,610
   
Net Assets $10,830,189

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
Donor Designated Fund Distribution $7,137,913 60.0%
Collective Impact $4,465,236 37.5%
Community Assistance $294,078 2.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 08/01/2018 88.44 three stars
2016-06 11/01/2017 87.18 three stars
2015-06 08/01/2016 90.03 four stars
2014-06 06/01/2016 89.02 three stars
 
CN 2.0
2014-06 11/01/2015 79.22 two stars
2013-06 11/01/2014 90.91 four stars
2012-06 07/01/2013 95.30 four stars
2011-06 06/01/2012 89.32 three stars
2010-06 09/20/2011 85.20 three stars
 
CN 1.0
2010-06 04/01/2011 77.06 two stars
2009-06 09/01/2010 65.51 one star
2008-06 08/01/2009 68.07 one star
2007-06 05/01/2008 66.76 one star
2006-06 08/01/2007 71.16 two stars
2005-06 05/01/2006 75.18 two stars
2004-06 05/01/2005 70.57 two stars
2003-06 06/01/2004 84.48 three stars
2002-06 06/09/2003 82.23 three stars
2001-06 10/15/2002 75.45 two 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 95-2213995
Name in IRS Master File UNITED WAY OF SAN DIEGO 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 (927) Fundraising
(600) Community Chest, United Way, etc.
(602) Gifts, grants, or loans to other organizations
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 May, 1966
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

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
$147,150 1.04% Bob Beatty Interim CEO
Other Salaries of Note
$109,274 0.77% Laurie Coskey Former President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of San Diego County (CA) 88.44 three stars
United Way of Greater St. Joseph (MO) 88.22 three stars
United Way of Odessa (TX) 93.04 four stars
United Way of Northern New Mexico (NM) 86.75 three stars
United Way of the Midlands, South Carolina (SC) 92.84 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of San Diego County
4699 Murphy Canyon Road
San Diego, CA 92123
tel: (858) 492-2000
EIN: 95-2213995

Visit Web Site

Board Leadership

Richard Pattenaude
Chairman

CEO

Bob Beatty
Interim CEO

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