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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of the Wine Country

Live United

four stars

98.23

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

Board Leadership
Karissa Kruse
Chair

CEO
Lisa Carreño
President and CEO

  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.

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.

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.

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)
88.6%
  Administrative Expenses 5.5%
  Fundraising Expenses 5.8%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.80
  Program Expenses Growth 62.7%
  Liabilities to Assets 10.9%
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) 98.23 four stars
United Way of Coastal Fairfield County (CT) 89.11 three stars
United Way of Wyandotte County (KS) 91.71 four stars
United Way of Gloucester County (NJ) 97.98 four stars
United Way of Hampshire County (MA) 86.43 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $10,159,551
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $340,205
Total Contributions $10,499,756
   Program Service Revenue $207,123
Total Primary Revenue $10,706,879
   Other Revenue $21,447
TOTAL REVENUE $10,728,326
   
EXPENSES  
   Program Expenses $8,448,035
   Administrative Expenses $153,752
   Fundraising Expenses $284,411
TOTAL FUNCTIONAL EXPENSES $8,886,198
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,842,128
   
Net Assets $4,012,900

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
Earn It! Keep It! Save It! $6,483,295 76.7%
Funding for Local Community Service Programs $1,248,667 14.8%
Designated Donations $716,073 8.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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
$124,584 1.40% Michael K. Kallhoff Former President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Wine Country (CA) 98.23 four stars
Capital Area United Way, Louisiana (LA) 91.86 four stars
United Way of Wyandotte County (KS) 91.71 four stars
United Way of Delaware County Indiana (IN) 90.39 four stars
United Way St. Croix Valley (WI) 86.71 three stars

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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

Karissa Kruse
Chair

CEO

Lisa Carreño
President and CEO

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