Philanthropy & Grantmaking
(T70)
IRS Verified
DX Registered
990 on File
UNITED WAY OF WEST FLORIDA INC
Financial strength (30%)
95/100
Reliability (20%)
55/100
Effectiveness (25%)
80/100
Impact (25%)
No data yet
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CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$4.1M
Total Revenue
$3.0M
Total Expenses
$3.5M
Net Assets
42
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
76.2%
Fundraising Efficiency
N/A
Operating Reserve
13.82x
Liability-to-Asset
18.1%
Revenue Diversification
66.2%
Executive Compensation
$120K
Compared with Peers
FY 2023
Compared with 7,741 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
76.2% | 91.8% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
16.5% | 8.1% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
7.3% | 1.9% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
13.8 mo | 80.2 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
18.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
66.2% | 90.3% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
72.4% | 3.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
14.0% | 6.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
27.2% | -4.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $4.1M | $3.0M | $3.5M | 76.2% | 42 |
| 2022 | $2.4M | $2.6M | $2.3M | 75.6% | 42 |
| 2021 | $4.3M | $3.6M | N/A | — | 58 |
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