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Passes our checks

United Way of St Lucie & Okeechobee Inc

EIN 59-6212157 · Fort Pierce, FL

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

LegitimacyPassesRegistration and standingFinancial healthStrong96 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 OUR COMMUNITY. UNITED WAY OF ST LUCIE & OKEECHOBEE COLLABORATES WITH COMMUNITY PARTNERS AND ORGANIZATIONS TO WORK TOWARDS THE OVERALL WELL-BEING OF OUR COMMUNITY.

Income
$1.9 million
Spending
$1.8 million
Spent on programs
89%
Reserves
19.5 months of spending
Largest source of income
donations and private grants, 52%
Employees
10
Volunteers
67
Highest pay
$116,404, ceo/president

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

Strong: 96 out of 100. Higher than 77% of charities in its peer group (philanthropy, $1m to $10m).

  • Reserves

    35 of 35

    Spendable reserves would cover 19.5 months of spending.

  • Debt

    16 of 20

    It owes 16% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 6% of income.

  • Income trend

    15 of 15

    Income rose 39% on the year before.

  • Spending floor

    15 of 15

    89% of spending went to programs and raising each dollar of donations cost 15 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. Higher than 65% of charities in its peer group (philanthropy, $1m to $10m).

  • Independent board

    25 of 25

    15 of 15 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.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • 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 (3)
  1. $680,699 spent. EDUCATION IS THE CORNERSTONE OF INDIVIDUAL & COMMUNITY SUCCESS. THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 7 PROGRAMS THAT INCLUDE SUBSIDIES TO WORKING FAMILIES FOR QUALITY PRE-K EDUCATION, ONE-ON-ONE READING MENTORS, INTERVENTION AND PREVENTION PROGRAMS SPECIFICALLY FOR GIRLS, AND MUCH MORE.
  2. $410,527 spent. THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 10 PROGRAMS FOCUSED ON ASSISTING INDIVIDUALS AND FAMILIES TO ACHIEVE JOB READINESS, PROVIDE NUTRITIONAL MEALS, PROVIDE CLOTHING FOR SCHOOL AND EMPLOYMENT, AND PROVIDE FINANCIAL EDUCATION AND GOAL SETTING SKILLS.
  3. $482,140 spent. HEALTH IS THE PILLAR FOR THE OVERALL SUCCESS OF OUR COMMUNITY.THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 13 PROGRAMS FOCUSED ON PROVIDING ACCESS TO FREE, QUALITY HEALTH CARE, ACCESS TO PRENATAL SERVICES, ACCESS TO DENTAL EXAMS AND DENTAL CARE FOR CHILDREN AND MUCH MORE.

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 August 1968.

    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.