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Florida · Nonprofit

Town of Palm Beach United Way Inc

Town of Palm Beach United Way Inc (Florida) receives grants from 296 organizations whose IRS filings report $17,809,696 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($2,176,508). 197 of them have funded it in more than one year.

Revenue FY2025
$8.7M
Funders on record
296
Grants received
$18M
Net assets
$19M
197/296 repeat funderspeak grant-dependency 44%
01What it does

What Town of Palm Beach United Way Inc does

Mission

The Town of Palm Beach United Way, Inc. is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health.

As stated on its FY2025 Form 990.

Programs

  1. HELPING ADULTS ACHIEVE FINANCIAL STABILITY AND STRENGTHEN THE SAFETY NET: Investing in financial stability plays a crucial role in lifting people out of poverty. Income-based programs empower adults to secure and maintain employment, find stable housing, pay down debt, and save for the future. Financially stable adults are less likely to face homelessness, become involved in crime, or develop health issues.The Town of Palm Beach United Way has invested $1,608,400 into 29 programs in Palm Beach County, targeting key areas of need: Access to Jobs and SkillsWhile unemployment rates have decreased (continued on Schedule O)over the last decade, wages have not kept pace with the rising costs of housing and daily living. As a result, many low-income households rely on multiple jobs to make ends meet, often borrowing heavily or turning to high-cost alternatives to cover basic expenses. $200,000 was invested in 3 programs, serving 919 individuals.Food Food insecurity limited access to enough nutritious food for a healthy lifestyle affects nearly 200,000 people in Palm Beach County, including over 50,000 children. Hunger undermines child development, academic performance, and physical and…

    $1,771,433 spentof which $1,608,400 as grants
    27% of program spending
  2. BUILD HEALTHIER COMMUNITIES FOR ALL: Investing in health creates a ripple effect that benefits entire communities. When residents have access to quality healthcare, they become more productive, rely less on government services, and reduce the need for expensive long-term care. Healthy children are better equipped to succeed in school, and healthy adults are more likely to maintain stable jobs or secure new employment opportunities.The Town of Palm Beach United Way made a significant impact by investing $1,477,400 into 23 programs in Palm Beach County, focusing on the following critical areas: (continued on Schedule O)Medical and Dental CareMany individuals lack health insurance or struggle to afford co-pays and prescriptions, which prevents them from improving or maintaining their health. This leads to long-term, serious health issues that affect their ability to work, go to school, or live independently. $484,500 was invested in 5 programs, providing care to 11,973 patients.Mental Health SupportMental health challenges are common, but when they evolve into ongoing conditions, they can significantly impair an individual's daily functioning. Early intervention and access to mental…

    $1,640,432 spentof which $1,477,400 as grants
    25% of program spending
  3. IMPROVING CHILDREN'S EDUCATION: Investing in education is a powerful way to prepare the next generation to lead in our families, businesses, and communities. When children have access to high-quality education from early childhood through to their careers, they are more likely to secure jobs with sustainable wages and opportunities for growth.The Town of Palm Beach United Way invested $1,227,100 into 19 programs across Palm Beach County, focusing on the following key areas:Early Childhood EducationChildren who experience high-quality learning in their early years are more likely to succeed throughout (continued on Schedule O)school and beyond. Early education sets the foundation for positive development, helping children avoid negative outcomes later in life. $371,000 was invested in 3 programs, reaching 356 children.Elementary Afterschool and Out-of-School ProgramsAfter-school and out-of-school programs give youth the extra support they need to stay on track and enhance their learning beyond the classroom. These programs help reinforce school-day activities and keep children engaged in their education. $531,600 was invested in 6 programs, supporting 3,245 children.Middle School…

    $1,390,132 spentof which $1,227,100 as grants
    21% of program spending
  4. Other programs

    $1,821,075 spentof which $1,658,041 as grants
    27% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $6,623,072.

02The organization over time

The organization over time

Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20212021 Revenue 100 ($5.7M) Expenses 100 ($5.6M) Net assets 100 ($14M)2022 Revenue 142 ($8.1M) Expenses 128 ($7.1M) Net assets 94 ($13M)2023 Revenue 135 ($7.7M) Expenses 124 ($6.9M) Net assets 104 ($15M)2024 Revenue 118 ($6.7M) Expenses 105 ($5.9M) Net assets 119 ($17M)2025 Revenue 153 ($8.7M) Expenses 131 ($7.3M) Net assets 133 ($19M)
20212022202320242025
Revenue (153)Expenses (131)Net assets (133)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $21M to $23M (+12%).

$18M
$17M
$19M
$21M
$23M
20212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

90% of Town of Palm Beach United Way Inc’s revenue is contributions — more donation-reliant than the typical peer (82% for the typical peer).

This organization
Typical peer · 3,053 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 5 reported years ran a deficit.

$100k
’21
$942k
’22
$753k
’23
$866k
’24
$1.4M
’25
8.7
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Elizabeth Walton

President and CEO

Board chair

Richard Rothschild

Chairman

As listed on its FY2025 Form 990.

20212022202320242025
Listed7677747881
Joined·+4+14+21+16
No longer listed·3171713
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 63 funders to 135 funders, grant income rose $680k → $2.3M.

19 of 296 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 26% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $1.7M from 21 payers (the payer shares this organization's board, largest Jewish Communal Fund). These are real filings, and they are not money Town of Palm Beach United Way Inc raised.

From the IRS filings of Town of Palm Beach United Way Inc’s funders (the co-funder graph). Top 30 of 296 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Town of Palm Beach United Way Inc has a broad base — no single funder exceeds 12% of grant income, and it takes 13 funders to reach half.

the vertical line marks half of all grant income — 13 funders to its left

27% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Town of Palm Beach United Way Inc.

12%
largest funder
25%
top three
~29
effective funders

Largest funder’s share by year: 2017 16% · 2018 32% · 2019 53% · 2020 16% · 2021 19% · 2022 13% · 2023 13% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

55% of Town of Palm Beach United Way Inc's funders are still giving 3 years after their first grant; 67% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

59% of Town of Palm Beach United Way Inc's grant income comes from Florida funders.

NH
IL
MI
NY
MA
IN
OH
PA
NJ
CT
RI
CA
MO
VA
DE
TN
NC
DC
OK
GA
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Florida out of state home

Funder states come from each funder’s own filing. $4.6M arriving through sponsors registered in 15 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

Town of Palm Beach United Way Inc runs a healthier operating margin than half of the 1,645 philanthropy nonprofits its size.

Operating margin16% · above the median
Months of reserve8.7mo · above the median
Revenue growth (annualized)11% · above the median

this organization peer median middle 50% of peers· 1,645 philanthropy nonprofits $1M–$10M, FY2025

Organizations like Town of Palm Beach United Way Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Florida

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

90% of spending goes to programs.

Program 90%Management 2%Fundraising 8%

Governance

80
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

95%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

FL

Screen this organization

A dated, signed PDF of the compliance screen for Town of Palm Beach United Way Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Town of Palm Beach United Way Inc?
Town of Palm Beach United Way Inc (Florida) receives grants from 296 organizations whose IRS filings report $17,809,696 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($2,176,508). 197 of them have funded it in more than one year.
How many funders does Town of Palm Beach United Way Inc have?
IRS filings report 296 organizations giving $17,809,696 in grants to Town of Palm Beach United Way Inc, 197 of which have funded it in more than one year.
Who is the largest funder of Town of Palm Beach United Way Inc?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $2,176,508 in grants. The full list of funders is on this page.
How can an organization like Town of Palm Beach United Way Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2021–2025), and the filings of 296 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing