Charity profile · Historical source record

United Way of Charlotte County

Historical collection: May 2019 · Rating details mostly from 2017. Source & context

The mission

What this organization describes

Leading the united effort to eliminate poverty by investing in our community
We are leading the united effort to eliminate poverty by investing in our community. Our vision is a community without poverty.

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

89.02Overall score
out of 100
85.00Financial score
out of 100
96.00Accountability & transparency
out of 100

These are the dataset’s historical numeric fields, not a current rating or a new DonorAPI.com assessment. Read the score context ↗

Financial context

Revenue, expenses, and composition

Total revenue · USD$1,801,412
Total expenses · USD$1,801,987

Program expenses

$1,618,184.33 recorded amount
89.8%

Fundraising expenses

$68,475.51 recorded amount
3.8%

Administrative expenses

$111,723.19 recorded amount
6.2%
Fundraising efficiency
$0.03 spent per $1 raised in donations, as defined in the source.

Expense shares are displayed as percentages. Component amounts in this collection match total expenses multiplied by the source ratios; rounding can leave a small difference from the total. The source does not supply a row-specific fiscal year. Field definitions ↗

Historical leadership record

The leadership information supplied

Recorded leader
Angie Matthiessen
Recorded compensation
$47,742.00
Recorded compensation percentage
2.64%

These fields do not establish the current officeholder or current compensation. The metadata does not specify the denominator of the leader compensation percentage. Read with context ↗

Inspect all 23 original source fields

Exact source strings are retained below, including numeric precision. A blank value is marked as not reported; zero remains zero.

All 23 original fields for United Way of Charlotte County
Source fieldOriginal source value
ascore
Accountability & transparency score
96.0
category
Category
Community Development
description
Mission & description
We are leading the united effort to eliminate poverty by investing in our community. Our vision is a community without poverty.
ein
EIN
59-1149995
tot_exp
Total expenses
1801987.0
admin_exp_p
Administrative expense fraction
0.062
fund_eff
Fundraising efficiency ($ per $1 raised)
0.03
fund_exp_p
Fundraising expense fraction
0.038
program_exp_p
Program expense fraction
0.898
fscore
Financial score
85.0
leader
Recorded leader
Angie Matthiessen
leader_comp
Recorded leader compensation
47742.0
leader_comp_p
Recorded leader compensation fraction
0.0264
motto
Tagline
Leading the united effort to eliminate poverty by investing in our community
name
Charity name
United Way of Charlotte County
tot_rev
Total revenue
1801412.0
score
Overall score
89.02
state
State code
FL
subcategory
Subcategory
United Ways
size
Source size label
small
program_exp
Program expenses
1618184.3260000001
fund_exp
Fundraising expenses
68475.506
admin_exp
Administrative expenses
111723.194

Source: Charity Navigator Scores Expenses Dataset, version 1, attributed to katyjqian on Kaggle. Collection: May 2019; rating details mostly from 2017. Read attribution, scope, and reuse notes.