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Community Development : United Ways (Grantmaking/Grants Payable)

Fondos Unidos de Puerto Rico

Live United

four stars

98.23

P.O. Box 191914 San Juan, PR 00919
tel: (787) 728-8500   Web Site
EIN: 66-0269222

Board Leadership
Rosana Meléndez
Chair

CEO
Samuel González Cordona
President

  Score
(out of 100)
Rating
Overall Score & Rating 98.23 four stars
  Financial 97.50 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 11/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Established in 1966 as the United Fund de Puerto Rico, the Fondos Unidos de Puerto Rico advances the common good by creating opportunities for a better life for all. Our focus is on education, income and health, the building blocks for a good quality of life. We are dedicated to strengthening the social and health care services in Puerto Rico. We promote teamwork between volunteers, donors, charitable organizations and our staff in order to forward our mission. Currently, we financially support 138 participating institutions and partner organizations that offer direct services to our people. Programs and community impact initiatives include: 2-1-1 of Puerto Rico, our Volunteer Center, and the "Sembrando Futuro para el Desarrollo de Una Nueva Generación" initiative.

Established in 1966 as the United Fund de Puerto Rico, the Fondos Unidos de Puerto Rico advances the common good by creating opportunities for a better life for all. Our focus is on education, income and health, the building blocks for a good quality of life. We are dedicated to strengthening the social and health care services in Puerto Rico. We promote teamwork between volunteers, donors, charitable organizations and our staff in order to forward our mission. Currently, we financially support 138 participating institutions and partner organizations that offer direct services to our people. Programs and community impact initiatives include: 2-1-1 of Puerto Rico, our Volunteer Center, and the "Sembrando Futuro para el Desarrollo de Una Nueva Generación" initiative.

Impact Information

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Financial

four stars

97.50

Accountability & Transparency

four stars

100.00

This rating was published 11/01/2019 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)
86.6%
  Administrative Expenses 6.7%
  Fundraising Expenses 6.6%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.82
  Program Expenses Growth 26.4%
  Liabilities to Assets 16.7%
All data for Financial Performance Metrics calculations was provided by Fondos Unidos de Puerto Rico on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Fondos Unidos de Puerto Rico on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Fondos Unidos de Puerto Rico (PR) 98.23 four stars
United Way of Elkhart County, Indiana (IN) 85.71 three stars
Sioux Empire United Way (SD) 92.22 four stars
United Way of Greater Plymouth County (MA) 85.22 three stars
Heartland United Way (NE) 92.26 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $12,802,312
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $2,011,760
Total Contributions $14,814,072
   Program Service Revenue $0
Total Primary Revenue $14,814,072
   Other Revenue $713,050
TOTAL REVENUE $15,527,122
   
EXPENSES  
   Program Expenses $15,377,795
   Administrative Expenses $849,830
   Fundraising Expenses $840,130
TOTAL FUNCTIONAL EXPENSES $17,067,755
   
Payments to Affiliates $105,566
Excess (or Deficit) for the year $-1,540,633
   
Net Assets $10,144,816

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
Funds Distributions & Allocations $4,770,538 31.0%
Information and Referrals $124,317 0.8%
Volunteer Center $51,905 0.3%

Ratings History
Fondos Unidos de Puerto Rico has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 11/01/2019 98.23 four stars
2017-12 06/01/2019 97.31 four stars
2016-12 12/01/2018 87.06 three stars
2015-12 10/01/2016 85.44 three stars
2014-12 06/01/2016 91.70 four stars
 
CN 2.0
2014-12 12/22/2015 89.35 three stars
2014-12 11/01/2015 88.98 three stars
2013-12 03/01/2015 89.45 three stars
2012-12 10/01/2013 90.02 four stars
2011-12 09/01/2012 89.61 three stars
2010-12 02/01/2012 81.43 three stars
2009-12 09/20/2011 81.12 three stars
 
CN 1.0
2009-12 03/01/2011 74.24 two stars
2008-12 11/01/2009 72.26 two stars
2007-12 10/01/2008 78.38 two stars
2006-12 02/01/2008 79.01 two stars
2005-12 03/01/2007 87.58 three stars
2004-12 04/01/2006 89.71 three stars
2003-12 04/01/2005 87.98 three stars
2002-12 03/01/2004 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 66-0269222
Name in IRS Master File FONDOS UNIDOS DE PUERTO RICO 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
(318) Other recreational activities
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 December, 1971
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$145,200 0.85% Samuel Gonzalez President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Fondos Unidos de Puerto Rico (PR) 98.23 four stars
United Way of the Laurel Highlands (PA) 95.79 four stars
United Way St. Croix Valley (WI) 86.71 three stars
United Way of Anchorage (AK) 86.16 three stars
United Way of Washington County East (MN) 86.58 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Fondos Unidos de Puerto Rico
P.O. Box 191914
San Juan, PR 00919
tel: (787) 728-8500
fax: (787) 728-7099
EIN: 66-0269222

Visit Web Site

Board Leadership

Rosana Meléndez
Chair

CEO

Samuel González Cordona
President

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