Charity profile · Historical source record

United Way of Lake & Sumter Counties

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

The mission

What this organization describes

Live united
The United Way of Lake & Sumter Counties helps solve specific community issues that impact local families, seniors, children, and the disabled. Each community is different, therefore each community's issues are different. It is important to support your community where you live because it benefits those in need, your community as a whole, the local economy and you and your family as well. We raise money for various agencies within Lake and Sumter Counties.

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

93.16Overall score
out of 100
91.20Financial 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$1,331,551
Total expenses · USD$1,273,314

Program expenses

$912,966.14 recorded amount
71.7%

Fundraising expenses

$119,691.52 recorded amount
9.4%

Administrative expenses

$238,109.72 recorded amount
18.7%
Fundraising efficiency
$0.08 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
Alan Holden
Recorded compensation
$31,264.00
Recorded compensation percentage
2.45%

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 Lake & Sumter Counties
Source fieldOriginal source value
ascore
Accountability & transparency score
96.0
category
Category
Community Development
description
Mission & description
The United Way of Lake & Sumter Counties helps solve specific community issues that impact local families, seniors, children, and the disabled. Each community is different, therefore each community's issues are different. It is important to support your community where you live because it benefits those in need, your community as a whole, the local economy and you and your family as well. We raise money for various agencies within Lake and Sumter Counties.
ein
EIN
59-1143758
tot_exp
Total expenses
1273314.0
admin_exp_p
Administrative expense fraction
0.187
fund_eff
Fundraising efficiency ($ per $1 raised)
0.08
fund_exp_p
Fundraising expense fraction
0.094
program_exp_p
Program expense fraction
0.7170000000000001
fscore
Financial score
91.2
leader
Recorded leader
Alan Holden
leader_comp
Recorded leader compensation
31264.0
leader_comp_p
Recorded leader compensation fraction
0.0245
motto
Tagline
Live united
name
Charity name
United Way of Lake & Sumter Counties
tot_rev
Total revenue
1331551.0
score
Overall score
93.16
state
State code
FL
subcategory
Subcategory
United Ways
size
Source size label
small
program_exp
Program expenses
912966.1380000002
fund_exp
Fundraising expenses
119691.516
admin_exp
Administrative expenses
238109.718

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.