Charity Search / UNITED WAY OF THE OCOEE REGION
Philanthropy & Grantmaking (T70Z) IRS Verified DX Registered 990 on File

UNITED WAY OF THE OCOEE REGION

EIN: 62-0548418 · CLEVELAND, TN 37364-0193 · United States · FY 2024 Data
3 out of 5 58 / 100 Based on 2+ years of filings
Financial strength (30%) 80/100
Reliability (20%) 70/100
Effectiveness (25%) 81/100
Impact (25%) No data yet
Financial data: FY 2024 · Scored 9/13/2026
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CharityAI™ Score
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Mission Statement

The mission of the United Way of the Ocoee Region is to be a community-based organization that leads the efforts in identifying community needs, facilitating collaboration, and maximizing resources to positively impact our community and surrounding area. Our service area includes Bradley, Polk, and Fannin Counties. It is not enough to feed a hungry family or protect a child from violence; we need to change the conditions that led to hunger and violence in the first place. We work together with businesses, government, schools, faith groups, the media, individual community members, and nonprofits - because it takes the whole community to get the kind of results we need. We believe in advancing the common good through a strategic focus on the building blocks of a good life - education, financial stability, health and basic needs. The ability to effect positive change begins with a single act: your decision to give in a way that matters to you. Whether money, time, or your voice; your action is combined with those of your neighbors and together the power to make an impact is multiplied. The generosity of our donors enables us to provide grants for outcome based programs and collaborative projects that address core needs and achieve lasting, measurable results. The United Way of the Ocoee Region connects people in Bradley, Polk, and Fannin Counties to community by bringing stakeholders together to address the crisis and chronic issues our community faces. We fight to find solutions to these issues in education, health, and stability by connecting our community to the needs and resources available. Though United Ways are engaged in nearly 1,800 communities across more than 40 countries and territories around the world, each United Way is completely independent of one another. Since the needs in every community are unique to that community, each United Way works within their own community to lead impactful and sustainable change for good. That means when you give local, it stays local. When you volunteer, it helps a local organization. And when you advocate, it's for your neighbors. That's what it means to Live United.

Financial Overview — FY 2024
$3.0M
Total Revenue
$3.7M
Total Expenses
$31.3M
Net Assets
17
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 91.8%
Fundraising Efficiency 372.0%
Operating Reserve 101.79x
Liability-to-Asset 3.1%
Revenue Diversification 57.3%
Executive Compensation $221K
Compared with Peers
FY 2024
Compared with 5,337 similar organizations (United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2024.
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
91.8% 90.9%
P10P90
Above median
Admin expense ratio
Management and general / total expenses · lower is better
2.8% 8.3%
P10P90
Top quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
5.4% 2.1%
P10P90
Below median
Fundraising efficiency
Fundraising expenses / gross fundraising income · lower is better
372.0% 148.1%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
101.8 mo 80.9 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
3.1% 0.0%
P10P90
Below median
Revenue concentration
Share of revenue from the largest source · lower is better
57.3% 89.7%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
6.6% 21.6%
P10P90
Expense growth
Year over year expense growth
-0.1% 9.6%
P10P90
Surplus margin
Surplus as a share of revenue
-22.5% 2.5%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2024 $3.0M $3.7M $31.3M 91.8% 17
2023 $2.8M $3.7M $30.4M 91.1% 16
2022 $3.2M $4.1M $28.2M 91.8% 14
2021 $6.4M $3.8M N/A 41
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Organization Details
EIN
62-0548418
State
TN
City
CLEVELAND
ZIP
37364-0193
Classification
T70Z
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Foundation Code
15
Form 990
On File
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