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Community Development : United Ways (Fundraising)

United Way of the Wine Country

Live United

three stars

81.80

975 Corporate Center Parkway Suite 160
Santa Rosa, CA 95407
tel: (707) 528-4485   Web Site
EIN: 94-1669646

Board Leadership
Mike McKeon
Board Chair

CEO
Mike Kallhoff
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 81.80 three stars
  Financial 74.58 two stars
  Accountability & Transparency 96.00 four stars
This rating was published 08/01/2016 and includes data from FY2015, the most recent 990 received at that time.

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

Financial

two stars

74.58

Accountability & Transparency

four stars

96.00

This rating was published 08/01/2016 and includes data from FY2015, 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)
74.8%
  Administrative Expenses 9.0%
  Fundraising Expenses 16.1%
  Fundraising Efficiency $0.17
  Working Capital Ratio (years) 0.70
  Program Expenses Growth -4.5%
  Liabilities to Assets 13.6%
All data for Financial Performance Metrics calculations was provided by United Way of the Wine Country on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Wine Country on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Wine Country (CA) 81.80 three stars
United Way of Calvert County (MD) 87.58 three stars
United Way of Johnson and Washington Counties (IA) 87.03 three stars
United Way of the Columbia-Willamette (OR) 88.78 three stars
United Way of Benton and Franklin Counties (WA) 87.91 three stars

Compare These Charities (Highly Rated)

The mission of United Way of the Wine Country is to improve lives by mobilizing the caring power of our community through leadership, community engagement and effective investment. For over 40 years, we have been working with active community members, business leaders, nonprofit organizations and government agencies to address the most critical issues affecting our community. We are deeply committed to achieving lasting solutions - not just quick fixes - for people in our own backyard by supporting programs and services that directly help local people; advocating for public policy changes such as healthcare for all California children; and by helping people contribute their time and talent through volunteer opportunities.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,279,317
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $54,600
Total Contributions $2,333,917
   Program Service Revenue $93,067
Total Primary Revenue $2,426,984
   Other Revenue $4,341
TOTAL REVENUE $2,431,325
   
EXPENSES  
   Program Expenses $1,961,274
   Administrative Expenses $234,602
   Fundraising Expenses $488,246
TOTAL FUNCTIONAL EXPENSES $2,684,122
   
Payments to Affiliates $33,619
Excess (or Deficit) for the year $-252,797
   
Net Assets $2,107,978

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
Designated Donations $793,408 40.5%
Earn It! Keep It! Save It! $718,009 36.6%
Funding for Local Community Service Programs $449,857 22.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 08/01/2016 81.80 three stars
2014-06 06/01/2016 86.20 three stars
 
CN 2.0
2014-06 11/01/2015 85.39 three stars
2013-06 06/01/2014 88.86 three stars
2012-06 05/01/2013 76.14 two stars
2011-06 05/01/2012 76.75 two stars
2010-06 09/20/2011 75.32 two stars
 
CN 1.0
2010-06 04/01/2011 64.69 one star
2009-06 12/22/2010 70.38 two stars
2008-06 06/01/2009 71.71 two stars
2007-06 10/01/2008 65.54 one star
2006-06 06/01/2007 70.81 two stars
2005-06 12/15/2006 76.68 two stars
2004-06 05/01/2005 88.57 three stars
2003-06 10/01/2004 61.60 one star

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-1669646
Name in IRS Master File UNITED WAY OF THE WINE COUNTRY
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 (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 August, 1968
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, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

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
$121,522 4.52% Mike Kallhoff President, CEO

The mission of United Way of the Wine Country is to improve lives by mobilizing the caring power of our community through leadership, community engagement and effective investment. For over 40 years, we have been working with active community members, business leaders, nonprofit organizations and government agencies to address the most critical issues affecting our community. We are deeply committed to achieving lasting solutions - not just quick fixes - for people in our own backyard by supporting programs and services that directly help local people; advocating for public policy changes such as healthcare for all California children; and by helping people contribute their time and talent through volunteer opportunities.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Wine Country (CA) 81.80 three stars
United Way of Greater Atlanta (GA) 90.53 four stars
United Way of the Greater Capital Region (NY) 85.03 three stars
United Way of Palm Beach County (FL) 88.13 three stars
United Way of Erie County (PA) 90.15 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of the Wine Country
975 Corporate Center Parkway
Suite 160
Santa Rosa, CA 95407
tel: (707) 528-4485
fax: (707) 528-2930
EIN: 94-1669646

Visit Web Site

Board Leadership

Mike McKeon
Board Chair

CEO

Mike Kallhoff
President and CEO

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