United Way of the Wine Country

Analysis

United Way of the Wine Country is a registered charity in United States, based in Santa Rosa, CA. It received its IRS tax-exemption ruling in August 1968, 58 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, United Way of the Wine Country reported income of $2.3m and spending of $2.4m, spending 101% of its income. Across the 5 years on record, from June 2019 to June 2023, income fell from $3.7m to $2.3m (-37%), an average of -11% a year. The sharpest change came in the year to June 2021, when income dropped by 39%. Over the whole period it spent 114% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, United Way of the Wine Country sits at the 88th percentile: it is larger than about 88% of them. Against every charity in United States with reported income it ranks in the 87th percentile, and in the 88th percentile within CA. Charities of a similar size with the same main cause include Madison County Community Foundation Inc ($2.3m), Hansen Foundation Inc ($2.3m) and United Way of Greater Nashua Inc ($2.3m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 96% and program service revenue 3.0% of the total. Compensation of current officers, directors and key employees was $177k (7.5% of expenses). Other salaries and wages came to $398k. At year end it held assets of $3.2m against liabilities of $1.4m, net assets of $1.9m. It reported 16 employees.