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Community Development : United Ways (Grantmaking)

United Way of Northeast Florida

Great things happen when we Live United.

four stars

91.15

40 E. Adams St. Suite 200
Jacksonville, FL 32202
tel: (904) 390-3200   Web Site
EIN: 59-0637825

Board Leadership
Pat Geraghty
Chair

CEO
Michelle Braun
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.15 four stars
  Financial 88.15 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 07/01/2017 and includes data from FY2016, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

88.15

Accountability & Transparency

four stars

96.00

This rating was published 07/01/2017 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)
86.6%
  Administrative Expenses 4.7%
  Fundraising Expenses 8.5%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.66
  Program Expenses Growth 0.7%
  Liabilities to Assets 14.5%
All data for Financial Performance Metrics calculations was provided by United Way of Northeast Florida on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Northeast Florida on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Northeast Florida (FL) 91.15 four stars
United Way for Southeastern Michigan (MI) 90.71 four stars
United Way of Racine County (WI) 86.01 three stars
United Way of the Coastal Empire (GA) 85.53 three stars
United Way of Decatur and Mid Illinois (IL) 89.64 three stars

Compare These Charities (Highly Rated)

Since 1924, United Way of Northeast Florida has been the leading organization on the First Coast improving the lives of one of every three Northeast Florida citizens. United Way works to unite people and resources in building a stronger and healthier community. After intensive study to uncover the root causes of social ills, United Way found that the following three focus issues offer the best means for doing the most good for the greatest number of people: preparing preschool children for school; helping students at risk for dropping out of high school; and keeping seniors engaged and independent in their community.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $23,173,172
   Federated Campaigns $57,398
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $1,104,001
Total Contributions $24,334,571
   Program Service Revenue $0
Total Primary Revenue $24,334,571
   Other Revenue $-1,038
TOTAL REVENUE $24,333,533
   
EXPENSES  
   Program Expenses $21,136,362
   Administrative Expenses $1,332,596
   Fundraising Expenses $2,290,707
TOTAL FUNCTIONAL EXPENSES $24,759,665
   
Payments to Affiliates $274,487
Excess (or Deficit) for the year $-426,132
   
Net Assets $16,675,015

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
Education $6,764,922 32.0%
Health $1,458,738 6.9%
Income $2,550,087 12.1%

Ratings History
United Way of Northeast Florida has received 5 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 07/01/2017 91.15 four stars
2015-06 06/01/2016 95.16 four stars
 
CN 2.0
2015-06 03/01/2016 91.18 four stars
2014-06 11/01/2015 93.36 four stars
2013-06 11/01/2014 93.97 four stars
2012-06 05/01/2013 92.06 four stars
2011-06 05/01/2012 87.94 three stars
2010-06 09/20/2011 93.75 four stars
 
CN 1.0
2009-06 12/22/2010 89.00 three stars
2008-06 06/01/2009 90.87 four stars
2007-06 07/01/2008 86.25 three stars
2006-06 05/01/2007 96.20 four stars
2005-06 06/01/2006 96.28 four stars
2004-06 05/01/2005 96.37 four stars
2003-06 08/01/2004 89.54 three stars
2002-06 09/01/2003 92.73 four stars
2001-06 10/15/2002 91.76 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 59-0637825
Name in IRS Master File UNITED WAY OF NORTHEAST FLORIDA 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 (927) Fundraising
(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 June, 1941
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).

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Compensation % of Expenses Paid to Title
$233,626 0.94% Michelle Braun President

Since 1924, United Way of Northeast Florida has been the leading organization on the First Coast improving the lives of one of every three Northeast Florida citizens. United Way works to unite people and resources in building a stronger and healthier community. After intensive study to uncover the root causes of social ills, United Way found that the following three focus issues offer the best means for doing the most good for the greatest number of people: preparing preschool children for school; helping students at risk for dropping out of high school; and keeping seniors engaged and independent in their community.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Northeast Florida (FL) 91.15 four stars
United Way of Bucks County (PA) 85.26 three stars
United Way of York County, Maine (ME) 92.44 four stars
Valley of the Sun United Way (AZ) 93.98 four stars
Capital Area United Way, Michigan (MI) 89.23 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of Northeast Florida
40 E. Adams St.
Suite 200
Jacksonville, FL 32202
tel: (904) 390-3200
fax: (904) 390-7373
EIN: 59-0637825

Visit Web Site

Board Leadership

Pat Geraghty
Chair

CEO

Michelle Braun
President & CEO

[ X ]

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