TOWN OF PALM BEACH UNITED WAY INC Charity Report

Public IRS 990 nonprofit record

TOWN OF PALM BEACH UNITED WAY INC

EIN 59-0637885 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

The Town of Palm Beach United Way, Inc. is Committed to Building A Healthy Community By Helping People Care for One Another, and Investing In Programs That Build A Better Life for All By Focusing On Improving Education, Income, and Health.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders81 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.72%of revenue went to mission work90.4% of expenses · Program services

6.49%of revenue went to fundraising7.8% of expenses

$83.77spent for every $100 of revenueRevenue covered expenses this year.

1.55%of revenue went to management and office costs1.9% of expenses

$3.19in assets for every $1 spent this yearSome assets cannot be spent right away.

89.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $240,737 for ELIZABETH WALTON (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,746,445

Mission workProgram services$6,623,07275.72% of revenue90.4% of expenses

ManagementOffice and general costs$135,9061.55% of revenue1.9% of expenses

FundraisingAsking for donations$567,9306.49% of revenue7.8% of expenses

Revenue left after expensesReported annual surplus$1,419,53716.23% of revenueShown in gray on the chart

Total expenses$7,326,90883.77% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.4% mission · 1.9% management · 7.8% fundraisingTotal expenses: 83.77% of revenue

2023Expense mix: 90.7% mission · 2.5% management · 6.8% fundraisingTotal expenses: 87.15% of revenue

2022Expense mix: 93.1% mission · 1.4% management · 5.6% fundraisingTotal expenses: 90.20% of revenue

2021Expense mix: 93.8% mission · 1.2% management · 5.0% fundraisingTotal expenses: 88.35% of revenue

2020Expense mix: 92.0% mission · 1.5% management · 6.5% fundraisingTotal expenses: 98.24% of revenue

Money in and money out

Revenue$8,746,445

Expenses$7,326,908

Annual surplus $1,419,537 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,623,072 · 90.4% of expenses

Management and office costs$135,906 · 1.9% of expenses

Fundraising$567,930 · 7.8% of expenses

See all reported dollar amounts

Revenue$8,746,445

Expenses$7,326,908

Assets$23,382,043

Income$10,516,934

Contributions$7,837,310

Mission work (program services)$6,623,072

Fundraising$567,930

Grants given$25,906,527

Average grant$100,804

Management and general$135,906

Stocks and bonds$2,739,565

Accounting fees$27,500

Investing fees$25,000

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ELIZABETH WALTONPRESIDENT AND CEO · 50 hrs/week $240,737Base $181,800 · Other $58,937

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (81)

ELIZABETH WALTONPRESIDENT AND CEO

LYN ROSSTRUSTEE

PAUL KOZLOFFTRUSTEE

PAMELA MCIVERTRUSTEE

NICKI HARRISTRUSTEE

NATALIE EMERSONTRUSTEE

NANCY LANETRUSTEE

MISSY AGNELLOTREASURER

MICHAEL PUCILLOTRUSTEE

MARY FREITASTRUSTEE

MARK COOKVICE CHAIRMAN

PAULETTE KOCHTRUSTEE

LOUISE SNYDERTRUSTEE

LISA WILKINSONTRUSTEE

LEE GORDONTRUSTEE

LAING ROGERSTRUSTEE

KRISTEN KELLY FISHERTRUSTEE

KRISTEN LAMBERTTRUSTEE

KIMBERLY GOODWINTRUSTEE

KATHRYN VECELLIOTRUSTEE

KATHERINE PARRTRUSTEE

STEPHEN FIVERSONTRUSTEE

WILLIAM TIEFELTRUSTEE

WILLIAM MEYERTRUSTEE

WILLIAM MACKTRUSTEE

WENDY TOPKISTRUSTEE

WENDY COXTRUSTEE

WALLACE TURNERTRUSTEE

TRIP MOOREVICE CHAIRMAN

THOMAS QUICKTRUSTEE

SUZANNE AINSLIETRUSTEE

JORGE CABRERAASSISTANT TREASURER

SKIP ALDRIDGETRUSTEE

SIMONE VICKARTRUSTEE

SEAN BAKERTRUSTEE

SARA MAGGIOTRUSTEE

SANDRA BORNSTEINTRUSTEE

ROBERTA KOZLOFFTRUSTEE

ROBBI TOLLTRUSTEE

RITA NOWAKTRUSTEE

RICHARD ROTHSCHILDCHAIRMAN

CARLA COVETRUSTEE

DAVID MACKTRUSTEE

DAVID FRISBIETRUSTEE

DAVID DUFFYTRUSTEE

DAVID BLUETRUSTEE

DANIELLE MOOREVICE CHAIRWOMAN

CYNTHIA BOARDMANTRUSTEE

CHRISTINE STILLERTRUSTEE

CHRISTINE CURTISVICE CHAIRWOMAN

CARRIE BRADBURNTRUSTEE

DEBRA VASILOPOULOSSECRETARY

CARA MCCLURETRUSTEE

BRIAN HURLEYTRUSTEE

BETSY TURNERTRUSTEE

BETH WILFTRUSTEE

BARBARA ROTHSCHILDTRUSTEE

ATESH CHANDRATRUSTEE

ARTHUR INDURSKYTRUSTEE

ANN-BRITT ANGLETRUSTEE

ANN HEATHWOODTRUSTEE

GAYE ENGELTRUSTEE

ADOLFO ZARALEGUITRUSTEE

JOHN TATOOLESTRUSTEE

JOHN SCARPATRUSTEE

JESSICA SUROVEKTRUSTEE

JEFFREY MARCUSVICE CHAIRMAN

HOWARD BERNICKTRUSTEE

HESS MUSALLETTRUSTEE

HELENE LORENTZENTRUSTEE

GINNY EDLAVITCHTRUSTEE

JOSEPHINE KALISMANTRUSTEE

GAIL ENGELBERGTRUSTEE

FRANCES LEVYTRUSTEE

FARLEY RENTSCHLERTRUSTEE

EVIE MCNIFFTRUSTEE

EUGENE RIBAKOFFTRUSTEE

ELLEN JAFFETRUSTEE

ELIZABETH FEUERTRUSTEE

EDWARD PANTZERTRUSTEE

DIANE MCNEALTRUSTEE

About this charity

Recognized since: January 1949
Location: 44 COCOANUT ROW SUITE 201, PALM BEACH, FL 33480-4080
County: Palm Beach
In care of: Elizabeth Walton
Primary officer: Elizabeth Walton, President & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@palmbeachunitedway.org Phone(561) 655-1919

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: HOLYFIELD & THOMAS LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes