United Way of Palm Beach County Inc

EIN: 590683258 501(c)(3) Philanthropy & Grantmaking

West Palm Beach, FL

Total Revenue
$13,829,385
Total Expenses
$14,379,416
Total Assets
$23,742,095
Net Assets
$20,893,341
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
FL
Principal Officer
Dr Laura George
Phone
5613756600
Tax Period
2024-10-01 to 2025-09-30

United Way of Palm Beach County Inc, founded in 1962, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.8M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $10,549,104 Revenue: $143,683

Stabilizing families by investing in: Financial stability - Households increase income, build savings, and grow assets. Fight hunger - Households have increased access to nutritious food. Housing &...

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Stabilizing families by investing in: Financial stability - Households increase income, build savings, and grow assets. Fight hunger - Households have increased access to nutritious food. Housing & homelessness - Individuals and families achieve housing stability.Helping youth succeed by investing in: Graduate & thrive - Youth gain the education, skills, and support to succeed in life. Mentoring - Youth have access to a positive, caring relationship with a nonparental adult.Empowering healthy lives by investing in: Special needs - Enhancing the quality of life for families with children with disabilities.Initiative led by the United Way of Palm Beach County, Inc.Hunger relief:Beginning in 2015, United Way of Palm Beach County, Palm Beach County Board of County Commissioners, and upwards of 180 other partners have been implementing our hunger relief plan to reduce local hunger. The plan includes ten bold goals, with 4 strategy teams addressing childhood hunger, seniors, building infrastructure, and the Glades.

Program 2
Expenses: $125,319

Investing in programs and initiatives that help individuals and nonprofit organizations during a crisis.211's information, assessment and referral helpline provides guidance and support 24-hours a...

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Investing in programs and initiatives that help individuals and nonprofit organizations during a crisis.211's information, assessment and referral helpline provides guidance and support 24-hours a day, seven days a week for individuals and families facing a variety of challenges.United Way leads the County's disaster relief and recovery efforts by coordinating volunteers and donations, providing necessary funds to agencies so they can open their doors and provide services as soon as possible, as well as participating in long-term recovery efforts.

Program 3
Expenses: $480,413

Support initiatives that build the organizational capacity of nonprofit organizations.Nonprofit legal assistance project offers access to an attorney for any matter affecting a nonprofit...

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Support initiatives that build the organizational capacity of nonprofit organizations.Nonprofit legal assistance project offers access to an attorney for any matter affecting a nonprofit organization, their board of directors, staff or clients.Agency accreditation strengthens the administrative and operational capacity of nonprofit agencies by assessing the agencies' health as well as core competencies in numerous areas including board governance, financial practices, strategic planning, fundraising, human resources and more.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,127,584
Program Service Revenue $143,684
Investment Income $537,962
Other Revenue $20,155
TOTAL REVENUE $13,829,385

Expense Breakdown

Grants Paid $7,591,078
Salaries & Benefits $4,904,421
Fundraising Expenses $1,395,229
Program Expenses $12,009,730
Other Expenses $1,883,917
TOTAL EXPENSES $14,379,416

Year-over-Year Comparison

2024 2023 Change
Revenue $13,829,385 $15,114,478 -0.1%
Expenses $14,379,416 $16,706,047 -0.1%
Net Income $-550,031 $-1,591,569 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
27
Independent Members
27
Employees
66
Volunteers
11090

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$591,886
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Laura George President & CEO 40.00
Officer
$342,003 $60,816 $402,819
Tula Hudson-Miller SVP of Finance 40.00
Officer
$164,613 $24,454 $189,067
Seth B Bernstein Exec VP of Community Inves 40.00
Highest
$213,051 $51,293 $264,344
Brian Edwards SVP of Development 40.00
Highest
$172,347 $12,724 $185,071
Paul Tripaldi SVP of Philanthropy 40.00
Highest
$140,209 $8,366 $148,575
Donna J Pulda VP of Special Initiatives 40.00
Highest
$112,592 $20,914 $133,506
Donna Quinlan VP of Community Impact 40.00
Highest
$111,022 $20,432 $131,454
Rikki Bagatell Legal Counsel 2.00
Officer Director
$0 $0 $0
Christopher Chase Secretary, Campaign Cabinet 2.00
Officer Director
$0 $0 $0
Frank Compiani Immediate Past Chair, Audit Comm 2.00
Officer Director
$0 $0 $0
Tony Hunter Vice Chair, Strategic Plan, Chair 2.00
Officer Director
$0 $0 $0
Craig Jenkins Chair of Board of Director 2.00
Officer Director
$0 $0 $0
Allison Taylor Treasurer & Finance Committee 2.00
Officer Director
$0 $0 $0
Jamie Beale Howe Women United, Chair & Ex-O 2.00
Director
$0 $0 $0
Jennifer Bellis Community Impact Committee 2.00
Director
$0 $0 $0
Jennifer Brancaccio Community Impact Committee, Chair 2.00
Director
$0 $0 $0
Adam I Bregman Board Member 2.00
Director
$0 $0 $0
Howard Bregman Emeritus Director 2.00
Director
$0 $0 $0
Donald Byrd Board Member 2.00
Director
$0 $0 $0
Patric Edmondson Innovation & Technology Subcommittee 2.00
Director
$0 $0 $0
George Elmore Emeritus Director 2.00
Director
$0 $0 $0
John Fischetti Board Member 2.00
Director
$0 $0 $0
John Flanigan Emeritus Director 2.00
Director
$0 $0 $0
Jessica Geoffroy Board Member 2.00
Director
$0 $0 $0
Melanie Giorno Tressel Board Member 2.00
Director
$0 $0 $0
Donna Glenn At large Member & Tocqueville 2.00
Director
$0 $0 $0
Michelle Gonzalez Ex-Officio, Agency Exec Director Rep 2.00
Director
$0 $0 $0
Christian Londono Emerging Leaders, Chair Ex-Officio 2.00
Director
$0 $0 $0
Talla McGahee Board Member 2.00
Director
$0 $0 $0
Arthur Menor Emeritus Director 2.00
Director
$0 $0 $0
Henry Moreno Mission United Advisory Council 2.00
Director
$0 $0 $0
Keith Richard Oswald Board Member 2.00
Director
$0 $0 $0
Juan Pagan Board Member 2.00
Director
$0 $0 $0
Ana Perera At large Member 2.00
Director
$0 $0 $0
Karina Swette Morgan Board Member 2.00
Director
$0 $0 $0
Robert vanGiessen Board Member 2.00
Director
$0 $0 $0
Caroline Villanueva Board Member 2.00
Director
$0 $0 $0
Lisa Williams-Taylor Hunger Relief Advisory Council 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $13,829,385 $14,379,416 $23,742,095 $-550,031
2024 $15,114,478 $16,706,047 $22,474,089 $-1,591,569
2023 $17,230,181 $18,984,186 $24,042,202 $-1,754,005
2022 $14,282,959 $15,645,690 $24,619,192 $-1,362,731
2021 $29,435,082 $20,204,597 $28,516,299 $9,230,485
2020 $17,304,061 $17,307,369 $17,324,277 $-3,308
2019 $16,446,497 $13,880,684 $18,008,087 $2,565,813
2018 $16,863,926 $17,169,430 $17,412,769 $-305,504
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