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Community Development : United Ways (Grantmaking)

Lake Area United Way

Live United

two stars

75.61

221 West Ridge Road Griffith, IN 46319
tel: (219) 923-2302   Web Site
EIN: 23-7170019

Board Leadership
Christopher White
Chairman of the Board

CEO
Lisa Daugherty
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 75.61 two stars
  Financial 65.52 one star
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Lake Area United Way fights for the health, education, and financial stability of every person in our community, which we believe are essential to a productive and successful life. We do that by mobilizing individuals, engaging organizations, and applying resources within our community work.

Lake Area United Way fights for the health, education, and financial stability of every person in our community, which we believe are essential to a productive and successful life. We do that by mobilizing individuals, engaging organizations, and applying resources within our community work.

Impact Information

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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

one star

65.52

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2020 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)
78.1%
  Administrative Expenses 10.7%
  Fundraising Expenses 11.1%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 0.15
  Program Expenses Growth -21.1%
  Liabilities to Assets 71.4%
All data for Financial Performance Metrics calculations was provided by Lake Area United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Lake Area United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Lake Area United Way (IN) 75.61 two stars
United Way of Southern Cameron County (TX) 98.23 four stars
United Way St. Croix Valley (WI) 86.71 three stars
United Way of Steele County (MN) 90.94 four stars
North Texas Area United Way (TX) 87.38 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,280,619
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $56,985
   Related Organizations $0
   Government Grants $0
Total Contributions $2,337,604
   Program Service Revenue $0
Total Primary Revenue $2,337,604
   Other Revenue $19,301
TOTAL REVENUE $2,356,905
   
EXPENSES  
   Program Expenses $1,754,605
   Administrative Expenses $344,772
   Fundraising Expenses $234,195
TOTAL FUNCTIONAL EXPENSES $2,333,572
   
Payments to Affiliates $0
Excess (or Deficit) for the year $23,333
   
Net Assets $498,430

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
Allocations to United Way Agencies $1,222,032 69.6%
Planning and Allocation $532,573 30.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 06/01/2020 75.61 two stars
2018-12 02/01/2020 75.45 two stars
2017-12 03/01/2019 75.74 two stars
2016-12 10/01/2018 77.89 two stars
2016-12 09/01/2018 74.49 two stars
2015-12 03/01/2017 76.01 two stars
2014-12 06/01/2016 80.20 three stars
 
CN 2.0
2014-12 02/01/2016 77.07 two stars
2013-12 07/01/2015 78.11 two stars
2012-12 02/01/2014 82.91 three stars
2011-12 04/01/2013 90.30 four stars
2010-12 08/01/2012 88.69 three stars
2010-12 03/01/2012 86.68 three stars
2009-12 09/20/2011 81.43 three stars
 
CN 1.0
2009-12 04/01/2011 96.39 four stars
2008-12 04/01/2010 83.22 three stars
2007-12 06/01/2009 83.78 three stars
2006-12 02/01/2008 81.58 three stars
2005-12 03/01/2007 72.54 two stars
2004-12 03/01/2006 75.39 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 23-7170019
Name in IRS Master File LAKE AREA UNITED WAY 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 January, 1972
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, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$135,552 5.80% Lisa Daugherty President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Lake Area United Way (IN) 75.61 two stars
United Way of Southwest Virginia (VA) 96.46 four stars
Shelby County United Way (OH) 94.39 four stars
The United Way of Clark, Champaign and Madison Counties Ohio (OH) 92.22 four stars
United Way of Greater New Bedford (MA) 92.74 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Lake Area United Way
221 West Ridge Road
Griffith, IN 46319
tel: (219) 923-2302
fax: (219) 923-8601
EIN: 23-7170019

Visit Web Site

Board Leadership

Christopher White
Chairman of the Board

CEO

Lisa Daugherty
President, CEO

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