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Passes our checks

United Way of Citrus County Inc

EIN 59-2766815 · Crystal River, FL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood88 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE PEOPLE OF CITRUS COUNTY THORUGH INVOLVEMENT WITH TARGETED COMMUNITY INITIATIVES.

Income
$773,757
Spending
$724,191
Spent on programs
69%
Reserves
10.1 months of spending
Largest source of income
donations and private grants, 80%
Employees
4
Volunteers
0

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 88 out of 100.

  • Reserves

    28 of 35

    Spendable reserves would cover 10.1 months of spending.

  • Debt

    20 of 20

    It owes 8% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 6% of income.

  • Income trend

    10 of 15

    Income fell 6% on the year before.

  • Spending floor

    15 of 15

    69% of spending went to programs and raising each dollar of donations cost 14 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100.

  • Independent board

    25 of 25

    17 of 17 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (5)
  1. $67,468 spent. UNITED WAY PROVIDES DIRECT ASSISTANCE TO ALICE HOUSEHOLDS-WORKING INDIVIDUALS AND FAMILIES WHO EARN ABOVE THE FEDERAL POVERTY LEVEL BUT STRUGGLE TO AFFORD BASIC NECESSITIES. ASSISTANCE INCLUDES RENT AND UTILITY PAYMENTS, EMERGENCY HOUSING STABILIZATION, AND ESSENTIAL NEEDS SUPPORT. THROUGH THIS PROGRAM, WE HELPED PREVENT EVICTIONS, UTILITY DISCONNECTIONS, AND FINANCIAL CRISES FOR LOCAL FAMILIES. BY STABILIZING HOUSEHOLDS DURING TIMES OF HARDSHIP, WE STRENGTHENED FAMILY SECURITY AND REDUCED LONG-TERM DEPENDENCY ON EMERGENCY SERVICES.
  2. $101,153 spent. UNITED WAY MOBILIZES RESOURCES DURING NATIONAL DISASTERS AND COMMUNITY EMERGENCIES TO PROVIDE BOTH IMMEDIATE RELIEF AND LONG-TERM RECOVERY SUPPORT. ASSISTANCE INCLUDES EMERGENCY FINANCIAL AID, COORDINATION OF VOLUNTEER EFFORTS, AND COLLABORATION WITH LOCAL PARTNERS TO ADDRESS UNMET NEEDS FOLLOWING DISASTERS. DURING THE CURRENT REPORTING PERIOD, UNITED WAY ESTABLISHED THE COUNTYS LONG-TERM RECOVERY GROUP (LTRG), BRINGING TOGETHER NONPROFIT AGENCIES, FAITH-BASED ORGANIZATIONS, GOVERNMENT PARTNERS, AND COMMUNITY STAKEHOLDERS TO COORDINATE DISASTER CASE MANAGEMENT AND RECOVERY RESOURSES. THE FORMATION OF THE LTRG STRENTHENED THE COMMUNITYS CAPACITY TO RESPOND TO FUTURE DISASTERS, REDUCED DUPLICATION OF SERVICES, AND ENSURED THAT VULNERABLE RESIDENTS RECEIVE SUSTAINED RECOVERY SUPPORT BEYOND INITIAL EMERGENCY RESPONSE.
  3. $34,108 spent. UNITED WAY FUNDS AND SUPPORTS THE 211 INFORMATION AND REFERRAL SERVICE FOR OUR COMMUNITY, CONNECTING RESIDENTS TO CRITICAL RESOURCES INCLUDING FOOD, HOUSING, HEALTHCARE, MENTAL HEALTH SERVICES, AND DISASTER ASSISTANCE. THE 211 HELPLINE PROVIDES FREE, CONFIDENTIAL SUPPORT 24/7. BY INVESTING IN THIS CENTRALZIED ACCESS POINT, WE ENSURE THAT INDIVIDUALS IN CRISIS CAN QUICKLY FIND VERIFIED LOCAL ASSISTANCE AND AVOID UNNECESSARY HARDSHIP.
  4. $294,912 spent. OTHER PROGRAM SERVICE EXPENSES
  5. OTHER PROGRAM SERVICE EXPENSES 294912. 0. 0.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since September 1987.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.