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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Palm Beach County

Live united

four stars

92.39

477 South Rosemary Avenue Suite 230
West Palm Beach, FL 33401
tel: (561) 375-6600   Web Site
EIN: 59-0683258

Board Leadership
Kim Jones
Chairman

CEO
Laurie George
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 92.39 four stars
  Financial 89.25 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

With roots dating back to 1929, the United Way of Palm Beach County was formed via a merger of four separate organizations in 1992. The mission of the United Way of Palm Beach County is to improve measurably the lives of individuals and families in Palm Beach County by uniting the resources of donors, volunteers, agencies and the community. Focusing on what matters most has helped United Way become the nation's leading community solutions partner. Through our local community impact agenda, we are producing measurable results through the following impact areas: providing food, shelter and emergency needs; improving futures for children and families; promoting independence for people with disabilities; and improving the lives of seniors.

With roots dating back to 1929, the United Way of Palm Beach County was formed via a merger of four separate organizations in 1992. The mission of the United Way of Palm Beach County is to improve measurably the lives of individuals and families in Palm Beach County by uniting the resources of donors, volunteers, agencies and the community. Focusing on what matters most has helped United Way become the nation's leading community solutions partner. Through our local community impact agenda, we are producing measurable results through the following impact areas: providing food, shelter and emergency needs; improving futures for children and families; promoting independence for people with disabilities; and improving the lives of seniors.

Impact Information

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Reported Results
Total in 2018
Total number of funded programs and initiatives
100
This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

89.25

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 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)
82.4%
  Administrative Expenses 7.3%
  Fundraising Expenses 10.2%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 0.75
  Program Expenses Growth 3.2%
  Liabilities to Assets 30.7%
All data for Financial Performance Metrics calculations was provided by United Way of Palm Beach County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Palm Beach County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Palm Beach County (FL) 92.39 four stars
United Way of Lake & Sumter Counties (FL) 90.31 four stars
United Way of Addison County (VT) 96.60 four stars
United Way of Pierce County (WA) 86.49 three stars
United Way of Genesee County (MI) 91.39 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $13,197,204
   Federated Campaigns $103,033
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $3,053,035
Total Contributions $16,353,272
   Program Service Revenue $141,629
Total Primary Revenue $16,494,901
   Other Revenue $369,025
TOTAL REVENUE $16,863,926
   
EXPENSES  
   Program Expenses $14,284,749
   Administrative Expenses $1,106,740
   Fundraising Expenses $1,777,941
TOTAL FUNCTIONAL EXPENSES $17,169,430
   
Payments to Affiliates $187,170
Excess (or Deficit) for the year $-305,504
   
Net Assets $12,063,183

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 Impact Area $2,186,581 15.3%
Health Impact Area $1,657,715 11.6%
Income Impact Area $1,630,473 11.4%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 92.39 four stars
2017-06 12/01/2018 88.62 three stars
2016-06 10/01/2017 87.20 three stars
2015-06 11/01/2016 88.13 three stars
2014-06 06/01/2016 86.62 three stars
 
CN 2.0
2014-06 11/01/2015 81.36 three stars
2013-06 02/01/2015 80.22 three stars
2013-06 12/22/2014 80.02 three stars
2012-06 07/01/2013 82.98 three stars
2011-06 04/01/2012 87.05 three stars
2010-06 09/20/2011 84.33 three stars
 
CN 1.0
2009-06 11/24/2010 75.76 two stars
2008-06 08/01/2009 80.96 three stars
2007-06 10/01/2008 93.78 four stars
2006-06 06/01/2007 93.81 four stars
2005-06 09/01/2006 92.30 four stars
2004-06 08/01/2005 72.46 two stars
2003-06 09/01/2004 80.87 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 59-0683258
Name in IRS Master File UNITED WAY OF PALM BEACH 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 (927) Fundraising
(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 August, 1953
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
$242,661 1.41% Laura George President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Palm Beach County (FL) 92.39 four stars
United Way of Greater Milwaukee & Waukesha County (WI) 92.46 four stars
Cedar Valley United Way (IA) 90.12 four stars
United Way of Salt Lake (UT) 91.59 four stars
United Way of Southern Chautauqua County (NY) 98.23 four stars

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Charity Contact Info

United Way of Palm Beach County
477 South Rosemary Avenue
Suite 230
West Palm Beach, FL 33401
tel: (561) 375-6600
fax: (561) 375-6666
EIN: 59-0683258

Visit Web Site

Board Leadership

Kim Jones
Chairman

CEO

Laurie George
President, CEO

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