UNITED WAY OF PALM BEACH COUNTY INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF PALM BEACH COUNTY INC

EIN 59-0683258 · Federated Giving Programs (T70)

What they do

to Ensure That Everyone In Palm Beach County Has Access to The Basics: A Quality Education, A Place to Live, Financial Stability, Good Medical Care, and Enough to Eat.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.50 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 leaders38 people are listed in the latest report.

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

Money made simple

86.84%of revenue went to mission work83.5% of expenses · Program services

10.09%of revenue went to fundraising9.7% of expenses

$103.98spent for every $100 of revenueSpending was higher than revenue this year.

7.05%of revenue went to management and office costs6.8% of expenses

$1.65in assets for every $1 spent this yearSome assets cannot be spent right away.

94.9%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.

Worth asking: Expenses exceeded revenue by $550,031 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $402,819 for LAURA GEORGE (PRESIDENT & 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$13,829,385

Mission workProgram services$12,009,73086.84% of revenue83.5% of expenses

ManagementOffice and general costs$974,4577.05% of revenue6.8% of expenses

FundraisingAsking for donations$1,395,22910.09% of revenue9.7% of expenses

Total expenses$14,379,416103.98% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 83.5% mission · 6.8% management · 9.7% fundraisingTotal expenses: 103.98% of revenue

2023Expense mix: 84.6% mission · 5.4% management · 10.0% fundraisingTotal expenses: 110.53% of revenue

2022Expense mix: 87.1% mission · 4.6% management · 8.3% fundraisingTotal expenses: 110.18% of revenue

2021Expense mix: 84.9% mission · 5.8% management · 9.4% fundraisingTotal expenses: 109.54% of revenue

2020Expense mix: 89.7% mission · 3.8% management · 6.5% fundraisingTotal expenses: 68.64% of revenue

2019Expense mix: 87.8% mission · 4.2% management · 8.0% fundraisingTotal expenses: 100.02% of revenue

2018Expense mix: 81.2% mission · 5.6% management · 13.2% fundraisingTotal expenses: 84.40% of revenue

2017Expense mix: 83.2% mission · 6.4% management · 10.4% fundraisingTotal expenses: 101.81% of revenue

Money in and money out

Revenue$13,829,385

Expenses$14,379,416

Annual shortfall $550,031 Expenses were higher than revenue 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)$12,009,730 · 83.5% of expenses

Management and office costs$974,457 · 6.8% of expenses

Fundraising$1,395,229 · 9.7% of expenses

See all reported dollar amounts

Revenue$13,829,385

Expenses$14,379,416

Assets$23,742,095

Income$14,000,159

Contributions$13,127,584

Mission work (program services)$12,009,730

Fundraising$1,395,229

Grants given$84,725,220

Average grant$59,792

Management and general$974,457

Stocks and bonds$18,629,501

Accounting fees$77,465

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

LAURA GEORGEPRESIDENT & CEO · 40 hrs/week $402,819Base $342,003 · Other $60,816

SETH B BERNSTEINEXEC VP OF COMMUNITY INVES · 40 hrs/week $264,344Base $213,051 · Other $51,293

TULA HUDSON-MILLERSVP OF FINANCE · 40 hrs/week $189,067Base $164,613 · Other $24,454

BRIAN EDWARDSSVP OF DEVELOPMENT · 40 hrs/week $185,071Base $172,347 · Other $12,724

PAUL TRIPALDISVP OF PHILANTHROPY · 40 hrs/week $148,575Base $140,209 · Other $8,366

DONNA J PULDAVP OF SPECIAL INITIATIVES · 40 hrs/week $133,506Base $112,592 · Other $20,914

DONNA QUINLANVP OF COMMUNITY IMPACT · 40 hrs/week $131,454Base $111,022 · Other $20,432

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 (38)

LAURA GEORGEPRESIDENT & CEO

SETH B BERNSTEINEXEC VP OF COMMUNITY INVES

TULA HUDSON-MILLERSVP OF FINANCE

BRIAN EDWARDSSVP OF DEVELOPMENT

PAUL TRIPALDISVP OF PHILANTHROPY

DONNA J PULDAVP OF SPECIAL INITIATIVES

DONNA QUINLANVP OF COMMUNITY IMPACT

JOHN FISCHETTIBOARD MEMBER

JENNIFER BRANCACCIOCOMMUNITY IMPACT COMMITTEE, CHAIR

JOHN FLANIGANEMERITUS DIRECTOR

JUAN PAGANBOARD MEMBER

KARINA SWETTE MORGANBOARD MEMBER

KEITH RICHARD OSWALDBOARD MEMBER

LISA WILLIAMS-TAYLORHUNGER RELIEF ADVISORY COUNCIL

MELANIE GIORNO TRESSELBOARD MEMBER

MICHELLE GONZALEZEX-OFFICIO, AGENCY EXEC DIRECTOR REP

PATRIC EDMONDSONINNOVATION & TECHNOLOGY SUBCOMMITTEE

RIKKI BAGATELLLEGAL COUNSEL

ROBERT VANGIESSENBOARD MEMBER

TALLA MCGAHEEBOARD MEMBER

TONY HUNTERVICE CHAIR, STRATEGIC PLAN, CHAIR

DONNA GLENNAT LARGE MEMBER & TOCQUEVILLE

ALLISON TAYLORTREASURER & FINANCE COMMITTEE

ANA PERERAAT LARGE MEMBER

ARTHUR MENOREMERITUS DIRECTOR

CAROLINE VILLANUEVABOARD MEMBER

CHRISTIAN LONDONOEMERGING LEADERS, CHAIR EX-OFFICIO

CHRISTOPHER CHASESECRETARY, CAMPAIGN CABINET

CRAIG JENKINSCHAIR OF BOARD OF DIRECTOR

DONALD BYRDBOARD MEMBER

JESSICA GEOFFROYBOARD MEMBER

FRANK COMPIANIIMMEDIATE PAST CHAIR, AUDIT COMM

GEORGE ELMOREEMERITUS DIRECTOR

HENRY MORENOMISSION UNITED ADVISORY COUNCIL

HOWARD BREGMANEMERITUS DIRECTOR

JAMIE BEALE HOWEWOMEN UNITED, CHAIR & EX-O

JENNIFER BELLISCOMMUNITY IMPACT COMMITTEE

ADAM I BREGMANBOARD MEMBER

About this charity

Recognized since: January 1953
Location: 477 S ROSEMARY AVE STE 230, WEST PALM BCH, FL 33401-5758
County: Palm Beach
In care of: Dr Laura George
Primary officer: Dr Laura George, President & CEO

How to reach them

WebsiteVisit the charity’s website Phone(561) 375-6600

Filing and classification

Latest tax year: 2024
Tax period began: October 1, 2024
Return type: 990
Tax preparer: HOLYFIELD & THOMAS LLC
NTEE classification: Federated Giving Programs (T70)
IRS tax category: Federated Giving Programs
Grant-giving organization: Yes