Financials

The Town of Palm Beach United Way is committed to transparency and accountability with your donations.  We believe in the efficient and wise stewardship of your contributions to ensure funds are directed to programs provided by qualified partner agencies that are proven to positively impact our community.

Local Volunteers govern our organization and are involved in all major decision-making from the Town of Palm Beach United Way Board of Trustees to the Allocation Committee process.   These volunteers reflect our community and its needs.

Fiscal Year Ending June 30, 2016
Click to view our IRS 990
Click to view our Audited Financial Statements

Fiscal Year Ending June 30, 2015
Click to view our IRS 990
Click to view our Audited Financial Statements

Fiscal Year Ending June 30, 2014
Click to view our IRS 990
Click to view our Audited Financial Statements

Other Documents 
Click to view our IRS Determination Letter
Click to view our Donor Privacy Policy

COMMUNITY INVESTMENT
We ensure contributions reach those in need through a dedicated team of approximately 100 donor/volunteers from our community.   This team spends over 3,000 hours reviewing all programs at our partner agencies.   Volunteers assess agency budgets, IRS Form 990s, and audits, as well as spending time at each agency to learn how their programs work and how they impact the well-being of our community.  Following this extensive review, the volunteer team recommends funding to our Board of Trustees.   Once approved, the Town of Palm Beach United Way distributes these funds to the designated agency throughout the following fiscal year. 

CHARITY NAVIGATOR
The Town of Palm Beach United Way is a recipient of the four-star rating from Charity Navigator for the 3rd consecutive year.  According to CharityNavigator.com, a four-star charity is one that exceeds industry standards and outperforms most charities based on financial performance metrics, accountability and transparency. 

GUIDESTAR
The Town of Palm Beach United Way is the recipient of the Guidestar Exchange Platinum rating based on our level of participation.  Guidestar provides as much information about nonprofits as openly and completely as possible based on each IRS registered nonprofit organization.

ADMINISTRATIVE COSTS
Our administrative costs remain fairly consistent from year to year; however, the amount of pledges and donations we raise each year does vary.  It is that variable of “monies raised” that causes our actual percentage of administrative expenses to change from year to year.  Our administrative expense for 2015 was 1.83% and our fundraising expense for 2015 was 7.33%. 

ANNUAL REPORTING
The Town of Palm Beach United Way annually files a solicitation permit with the Florida Department of Agriculture (CH368), Form 990 with the IRS, and an annual audit by an independent firm.