Philanthropy & Grantmaking
(T70)
IRS Verified
DX Registered
990 on File
UNITED WAY OF LAKE COUNTY INC
Financial strength (30%)
69/100
Reliability (20%)
55/100
Effectiveness (25%)
85/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$5.5M
Total Revenue
$6.2M
Total Expenses
$8.5M
Net Assets
30
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
81.3%
Fundraising Efficiency
3614.9%
Operating Reserve
16.60x
Liability-to-Asset
3.7%
Revenue Diversification
95.5%
Executive Compensation
$227K
Compared with Peers
FY 2025
Compared with 1,971 similar organizations
(United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
81.3% | 91.4% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
6.7% | 8.2% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
12.0% | 2.6% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
3614.9% | 161.2% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
16.6 mo | 61.1 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
3.7% | 0.0% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
95.5% | 90.9% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-38.4% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-31.4% | 8.8% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-12.3% | 2.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $5.5M | $6.2M | $8.5M | 81.3% | 30 |
| 2024 | $8.9M | $9.0M | $8.9M | 88.3% | 28 |
| 2023 | $6.6M | $6.8M | $8.9M | 84.2% | 30 |
| 2022 | $6.7M | $6.9M | $8.8M | 82.9% | 26 |
| 2021 | $6.1M | $6.6M | N/A | — | 32 |
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