United Way of Charlotte County Inc
Only null% goes to programs Strong reserves Growing revenue
United Way of Charlotte County Inc is a 501(c)(3) organization based in Pt Charlotte, Florida, registered in 1977, with $2,768,765 in FY2024 revenue. CharityIndex grades it B.
17831 Murdock Cir Unit A, Pt Charlotte, FL, 33948 EIN 59-1149995 Since 1977
Revenue (FY2024)
$2.8M
▲ 4.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$2.8M
Net assets
$1.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for United Way of Charlotte County Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating7 mo reserves · +0% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For United Way of Charlotte County Inc: 7 mo reserves · +0% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for United Way of Charlotte County Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For United Way of Charlotte County Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 17831 Murdock Cir Unit A, Pt Charlotte, FL, 33948
- City
- Pt Charlotte
- State
- Florida
- Subcategory
- Federated Giving Programs
- Website
- …
Financial trends
Revenue grew from $2.2M (FY2020) to $2.8M (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $639KNet assets $1.7M
Operating margin
0.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.3M
Total liabilities
$639K
Net assets
$1.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,768,765▲4.7% | $2,761,154▼10.6% | $1,658,072▲0.5% | $2,296,944▼1.4% | 990 |
| 2023 | $2,645,297▼35.5% | $3,086,931▼0.5% | $1,650,461▼21.1% | $2,329,578▼13.8% | 990 |
| 2022 | $4,100,835▲103% | $3,102,192▲68.1% | $2,092,095▲219% | $2,702,325▲95.2% | 990 |
| 2021 | $2,023,568▼10.0% | $1,845,495▼15.4% | $656,527▲37.2% | $1,384,260▼1.1% | 990 |
| 2020 | $2,249,089 | $2,181,731 | $478,476 | $1,399,525 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $6.3M total
35 grants to United Way of Charlotte County Inc totaling $6.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Community Foundation of Sarasota County Inc | Human services | 2024 | $824,000 |
| United Way of Central Indiana Inc | Donor choice | 2024 | $22,666 |
| Charities Aid Foundation America | Charitable donation | 2024 | $18,442 |
| Community Foundation of Sarasota County Inc | Emergency assistance, general support, program support | 2023 | $691,665 |
| Gulf Coast Community Foundation Inc | Human services | 2023 | $47,653 |
| United Way Worldwide | General charitable operations, disaster relief & recovery | 2023 | $33,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $5,100 |
| Community Foundation of Sarasota County Inc | Capital purchases, emergency assistance, general support, program support | 2022 | $1,112,833 |
| Gulf Coast Community Foundation Inc | Human services | 2022 | $81,926 |
| United Way Worldwide | Disaster relief | 2022 | $48,000 |
| The Community Fdn of Middle Tn Inc | To be directed to the charlotte county disaster relief fund for hurricane ian relief. | 2022 | $15,000 |
| The Blackbaud Giving Fund | General support | 2022 | $6,124 |
| Community Foundation of Sarasota County Inc | Emergency assistance, general support | 2021 | $423,604 |
| Gulf Coast Community Foundation Inc | Human services | 2021 | $51,200 |
| Charities Aid Foundation America | Charitable donation | 2021 | $8,317 |
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Frequently asked questions
- Is United Way of Charlotte County Inc a legitimate nonprofit?
- Yes. United Way of Charlotte County Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 59-1149995, based in Pt Charlotte, Florida. Donations are tax-deductible.
- What is United Way of Charlotte County Inc's EIN?
- United Way of Charlotte County Inc's Employer Identification Number (EIN) is 59-1149995.
- How much revenue does United Way of Charlotte County Inc report?
- United Way of Charlotte County Inc reported $2,768,765 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does United Way of Charlotte County Inc have?
- CharityIndex grades United Way of Charlotte County Inc B, based on financial health (reserves and operating margin).
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Data for United Way of Charlotte County Inc (EIN 59-1149995) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.