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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of the Wine Country

United We Rise. Unidos Ascendemos.

four stars

96.66

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

Board Leadership
Henri Komrij
Chair

CEO
Lisa Carreño
President and CEO

  Score
(out of 100)
Rating
Overall Score & Rating 96.66 four stars
  Financial 97.50 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 04/01/2021 and includes data from FY2019, the most recent 990 received at that time.

For over 50 years, United Way of the Wine Country has been working to support sustainable improvements to systems and services that benefit all residents in our shared communities. We proudly serve families and individuals living and working in Sonoma, Mendocino, Lake, Humboldt and Del Norte counties and remain deeply committed to improving family financial stability by serving as a vital link between residents, nonprofit organizations, businesses and government leaders.

For over 50 years, United Way of the Wine Country has been working to support sustainable improvements to systems and services that benefit all residents in our shared communities. We proudly serve families and individuals living and working in Sonoma, Mendocino, Lake, Humboldt and Del Norte counties and remain deeply committed to improving family financial stability by serving as a vital link between residents, nonprofit organizations, businesses and government leaders.

Financial

four stars

97.50

Accountability & Transparency

four stars

96.00

This rating was published 04/01/2021 and includes data from FY2019, 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)
89.3%
  Administrative Expenses 4.3%
  Fundraising Expenses 6.2%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.77
  Program Expenses Growth 7.7%
  Liabilities to Assets 12.9%
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) 96.66 four stars
United Way of Ponca City (OK) 88.91 three stars
United Way Worldwide (VA) 94.69 four stars
United Way of Greater Philadelphia and Southern New Jersey (PA) 88.41 three stars
United Way of Saginaw County (MI) 89.81 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,936,579
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $559,698
Total Contributions $3,496,277
   Program Service Revenue $127,548
Total Primary Revenue $3,623,825
   Other Revenue $27,689
TOTAL REVENUE $3,651,514
   
EXPENSES  
   Program Expenses $2,938,618
   Administrative Expenses $356,448
   Fundraising Expenses $338,136
TOTAL FUNCTIONAL EXPENSES $3,633,202
   
Payments to Affiliates $0
Excess (or Deficit) for the year $18,312
   
Net Assets $4,030,492

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
Funding for Local Community Service Programs $1,616,600 55.0%
Earn It! Keep It! Save It! $866,142 29.5%
Designated Donations $455,876 15.5%

Ratings History
United Way of the Wine Country has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 04/01/2021 96.66 four stars
2018-06 11/01/2019 98.23 four stars
2018-06 10/01/2019 96.46 four stars
2017-06 12/01/2018 85.42 three stars
2016-06 07/01/2017 81.94 three stars
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$45,769 1.25% Lisa Carreno Chief Executive Officer
Other Salaries of Note
$89,548 2.46% Jennifer O'Donnell Executive V.P. of Community Benefit
$49,394 1.35% Kate Mcfadden V.P. of Finance And Operations

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Wine Country (CA) 96.66 four stars
United Way of Delaware (DE) 85.39 three stars
United Way of Passaic County (NJ) 90.46 four stars
United Way of Greater Plymouth County (MA) 85.34 three stars
United Way of Utah County (UT) 93.98 four stars

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This charity has an official representative registered with Charity Navigator.

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

Henri Komrij
Chair

CEO

Lisa Carreño
President and CEO

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