Form 990 for tax year 2024

Totals

Total revenue

$21,725,716

Total expenses

$21,837,082

Contributions and grants received

$19,422,494

Grants paid

$11,693,660

Program service revenue

$285,911

Investment income

$2,011,166

Other revenue

$6,145

Total assets, end of year

$51,222,858

Total liabilities, end of year

$8,340,209

Net assets or fund balances, end of year

$42,882,649

Program services expenses (Part IX)

$16,866,793

Management and general expenses

$2,222,766

Fundraising expenses

$2,747,523

Program service expenses (Part III)

$16,866,793

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2024

• FINANCIAL SECURITY WE KNOW THAT ACROSS OUR FIVE-COUNTY REGION, 45% OR 658,473 FAMILIES EARN BELOW THE ALICE THRESHOLD, A NATIONWIDE MARKER FOR FINANCIAL HEALTH. FROM THIS THRESHOLD, A FAMILY WITH TWO ADULTS AND TWO CHILDREN IN CHILDCARE NEEDS TO MAKE OVER $100,000 TO GET BY FINANCIALLY ACROSS OUR REGION. TO ADDRESS THESE HUNDREDS OF THOUSANDS OF FAMILIES, UNITED WAY SUNCOAST RALLIES AROUND BUILDING STRONGER FINANCIAL SECURITY FOR EVERYONE. UNITED WAY SUNCOAST CONCENTRATES ON ENSURING OUR ALICE FAMILIES HAVE ACCESS TO FINANCIAL SERVICES AND SUPPORT AS WELL AS CAREER OPPORTUNITIES THAT LEAD TO A FAMILY SUSTAINING WAGE THAT CREATES A PATH TO FINANCIAL SECURITY. (CONTINUED ON SCHEDULE O)THIS IS ACCOMPLISHED BY PROVIDING ACCESS TO CERTIFICATE PROGRAMS OR HIGHER EDUCATION DEGREES, HELP INDIVIDUALS RETAIN AND SUSTAIN THEIR ASSETS INCLUDING ACCESS TO BENEFITS, SAFE AND AFFORDABLE BANKING, AND SOUND FINANCIAL KNOWLEDGE, AND BY REMOVING SYSTEMIC BARRIERS TO INCREASE ACCESS TO FINANCIAL SUPPORT. IN ADDITION, UNITED WAY SUNCOAST HAS INVESTED $6.4 MILLION OVER THE LAST THREE YEARS WITH 34 NONPROFIT PARTNERS FOCUSED ON HELPING COMMUNITY MEMBERS OBTAIN LONG TERM EMPLOYMENT, KEEPING AND SUSTAINING ASSETS, AND REDUCING THE BARRIERS TO WORKFORCE PARTICIPATION. DURING THAT PERIOD, OUR NONPROFIT PARTNERS REPORTED THAT MORE THAN 3,700 INDIVIDUALS SECURED AND MAINTAINED EMPLOYMENT FOR AT LEAST 12 MONTHS. THE PARTNERS ALSO ASSISTED IN THE COMPLETION OF MORE THAN 16,000 APPLICATIONS, HELPING ELIGIBLE INDIVIDUALS SECURE ACCESS TO SNAP, FAFSA, RENTAL ASSISTANCE, AND MORE. UNITED WAY SUNCOAST ALSO MANAGES NEIGHBORHOOD RESOURCE CENTERS IN NORTH GREENWOOD (CLEARWATER) AND SULPHUR SPRINGS (TAMPA). OVER THE LAST THREE YEARS, OUR RESOURCE CENTERS HAVE SEEN +14,000 VISITS PROVIDING INDIVIDUALS AND FAMILIES WITH CRUCIAL CASE MANAGEMENT, WORKFORCE DEVELOPMENT, AND ACCESS TO RESOURCES SUCH AS LEGAL AID AND BENEFITS ASSISTANCE. VISITORS CAN ALSO ENGAGE WITH LOCAL RESOURCES SUCH AS NOTARY SERVICES, FOOD SUPPORT, AND INTERNET ACCESS.

  Expenses $6,151,249 · Grants $4,549,623

• EDUCATIONAL OPPORTUNITY WHEN A YOUNG CHILD ENTERS KINDERGARTEN READY FOR SCHOOL, THERE IS AN 82% CHANCE THAT CHILD WILL MASTER BASIC SKILLS BY AGE 11, COMPARED WITH A 45% CHANCE FOR CHILDREN WHO ARE NOT SCHOOL READY. UNITED WAY SUNCOAST CONCENTRATES ON ENSURING CHILDREN ENTER KINDERGARTEN READY TO LEARN BY STRENGTHENING CAREGIVERS AS THEIR CHILD'S FIRST TEACHER, PROVIDING EARLY LEARNING EDUCATORS WITH PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND ENHANCING EARLY LEARNING CENTERS TO PROVIDE HIGH-IMPACT TOOLS TO STRENGTHEN SCHOOL READINESS. (CONTINUED ON SCHEDULE O)OVER THE LAST THREE YEARS, OUR MULTI-YEAR INVESTMENT STRATEGY HAS LED TO MORE THAN 7,000 STUDENTS ARRIVING ON THE FIRST DAY OF KINDERGARTEN WITH THE NEEDED SOCIAL AND EMOTIONAL SKILLS. WITH THE AIM OF IMPROVING THIRD-GRADE LITERACY, WE ENSURE SCHOOL-AGE CHILDREN HAVE THE SUPPORT THEY NEED BY COLLABORATING WITH OUR RESPECTIVE SCHOOL DISTRICTS TO PROVIDE ADDITIONAL IN-SCHOOL SUPPORT AND ACCESS TO BEFORE- AND AFTER-SCHOOL PROGRAMS. SINCE 2022, WE HAVE HELPED MORE THAN 10,000 STUDENTS READ ON LEVEL OR SHOW PROGRESS BY THIRD GRADE. WE'RE ALSO HELPING MORE CHILDREN ATTEND SUMMER PROGRAMS TO COMBAT SUMMER LEARNING BACKSLIDE. IN 2025, UWS INVESTED $599,402 INTO 19 PARTNER PROGRAMS AS IT EXPANDED ITS SUMMER CARE PROGRAM TO ITS ENTIRE FIVE-COUNTY FOOTPRINT, ADDING MANATEE, SARASOTA, AND DESOTO COUNTIES. THE EXTENSION INVOLVED 891 SCHOLARSHIPS FOR STUDENTS TO ATTEND 32 SUMMER CAMP SITES. STUDENTS WHO DROP OUT OF HIGH SCHOOL TODAY COULD BECOME THE STRUGGLING WORKERS OF TOMORROW, WHO MAY MOVE FROM A LOW-PAYING JOB TO A LOW-PAYING JOB, AND STRUGGLE TO SUPPORT THEIR FAMILIES. UNITED WAY SUNCOAST WORKS TO HELP MIDDLE AND HIGH SCHOOL STUDENTS ON A PATH TO HIGH SCHOOL GRADUATION AND POST-SECONDARY SUCCESS. WE WANT THEM READY TO PURSUE COLLEGE OR CAREER TRAINING THAT ENABLES FAMILY-SUSTAINING EMPLOYMENT. THIS IS ACCOMPLISHED THROUGH INVESTMENTS IN STRATEGIC COMMUNITY PARTNERS AND PROGRAMS AND SERVICES THAT CREATE SUPPORTIVE LEARNING ENVIRONMENTS, IDENTIFY AND INTERVENE WITH AT-RISK STUDENTS, CONNECT STUDENTS TO CAREERS, IMPROVE ATTENDANCE AND INCREASE CAREGIVER INVOLVEMENT SO STUDENTS' SUCCESSFULLY COMPLETE HIGH SCHOOL. IN 2025, OUR ENGAGED WORK WITH PARTNERS HELPED MORE THAN 2,500 MIDDLE SCHOOLERS EARN HIGH SCHOOL CREDIT.

  Expenses $5,313,216 · Grants $3,788,269

• COMMUNITY RESILIENCY COMMUNITY RESILIENCY ENCOMPASSES CAPACITY BUILDING AND DISASTER RESILIENCY. CAPACITY BUILDING LEVERAGES OUR EXPERTISE TO SUPPORT, ENHANCE AND INVEST IN OUR NONPROFIT PARTNERS. DISASTER RESILIENCY IS OUR COMMITMENT TO PROACTIVE PREPARATION AND RESPONSE TO DISASTERS AND EMERGING CHALLENGES. CAPACITY BUILDING IS BEST DEFINED AS INVESTMENT. THAT IS BECAUSE OUR INVESTMENTS IN PARTNER PROGRAMS AND CAPACITY BUILDING EFFORTS YIELD A RETURN FOR THE COMMUNITY. EVERY DOLLAR WE INVEST IN INCREASING THE CAPACITY OF OUR PARTNERS RETURNS A VALUE OF $2.75 TO THE COMMUNITY. (CONTINUED ON SCHEDULE O)WE HAVE BUILT OUR CAPACITY BUILDING EFFORTS ON A FOUNDATION OF CARE THAT IS DATA-INFORMED, AND PEOPLE-FOCUSED. TO ACHIEVE HIGH QUALITY COMMUNITY IMPACT, OUR INVESTMENT STRATEGY INCLUDES SUPPORTING THE DEVELOPMENT AND GROWTH OF THE PEOPLE RUNNING OUR PARTNER PROGRAMS AS WELL AS SHARING OUR EXPERTISE AND ELIMINATING OUR PARTNERS' ADMINISTRATIVE BARRIERS. INSTEAD OF JUST ASKING OUR PARTNERS ABOUT THEIR PLANS FOR SUSTAINABILITY, WE CONTRIBUTE TO IT: OUR PARTNERS LEVERAGED AN ADDITIONAL $7.7 MILLION THROUGH ADDITIONAL GRANTS AND DONATIONS AS A DIRECT RESULT OF OUR INVESTMENT. WHEN WE STRENGTHEN THE SKILLS, INSTINCTS, ABILITIES, PROCESSES, AND RESOURCES THAT ORGANIZATIONS NEED TO SURVIVE, WE INCREASE THE IMPACT OF OUR INVESTMENTS AND OUR LEADERSHIP. DISASTER RESILIENCY DEVELOPS MORE IMPACTFUL AND EFFECTIVE STRATEGIES THAT CREATE LASTING COMMUNITY IMPROVEMENTS AND BUILD RELATIONSHIPS, PROVIDE LEADERSHIP, AND MOBILIZE EFFORTS EFFICIENTLY AMONGST ORGANIZATIONS ACTIVE IN DISASTER. DURING A DISASTER, UNITED WAY SUNCOAST WORKS DILIGENTLY TO ORGANIZE RESOURCES, CONNECT THOSE IN NEED WITH AGENCIES THAT CAN HELP, COORDINATE VOLUNTEER EFFORTS, GROW FUNDING AND GRANT PROGRAMS, BRIDGE COMMUNICATION, AND LEVERAGE RELATIONSHIPS TO ENSURE OUR NEIGHBORS HAVE THE SUPPORT THEY NEED TO RECOVER. IN THE AFTERMATH OF HURRICANES HELENE AND MILTON IN 2024, UWS HAS INVESTED $1.2 MILLION FROM ITS "TOGETHER WE RECOVER FUND" THROUGH COLLABORATIVE EFFORTS WITH ITS NONPROFIT PARTNERS, WITH PLANS TO INVEST ANOTHER $1 MILLION BEFORE THE END OF 2025. IN ADDITION TO COLLABORATIVELY WORKING WITH COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COADS) AND VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTERS (VOADS) ACROSS ALL COUNTIES, UNITED WAY SUNCOAST IS THE LEAD AGENCY FOR THE MANATEE COUNTY COAD. IN THIS ROLE, WE BRING TOGETHER NONPROFITS, FAITH-BASED GROUPS, GOVERNMENT AGENCIES, AND COMMUNITY PARTNERS COMMITTED TO SAFEGUARDING COMMUNITIES BEFORE, DURING, AND AFTER DISASTERS. THE GOAL IS TO AMPLIFY OUR EFFORTS AND REVERSE A PREDICTABLE PATTERN: DEVASTATION STRIKES, HELP ARRIVES, HEADLINES FADE, AND COMMUNITIES ARE LEFT TO REBUILD ALONE - UNTIL THE NEXT DISASTER HITS AND THE CYCLE REPEATS. BY HELPING RESIDENTS TAP INTO SOMETHING BIGGER - A SUSTAINED NETWORK OF SUPPORT, TECHNOLOGY, AND PARTNERSHIPSCOMMUNITIES ARE NOT JUST RECOVERING; THEY ARE PERMANENTLY DISRUPTING THE CYCLE OF VULNERABILITY.

  Expenses $4,032,717 · Grants $1,986,157 · Revenue $133,925

• R.I.S.E UNITED WAY SUNCOAST IS ENTRUSTED WITH A 100-YEAR BEACON THAT DEMANDS OUR BEST. THAT LIGHT AND OUR DECADES OF SUCCESS PROMPTED PHILANTHROPIST MACKENZIE SCOTT TO DONATE $20 MILLION DOLLARS TO THE ORGANIZATION IN DECEMBER OF 2020. THROUGH THOUGHTFUL DETERMINATION, UNITED WAY SUNCOAST CREATED THE R.I.S.E. (REACH, INVEST, SUPPORT AND EMPOWER) TASK FORCE AND A BLUEPRINT THAT ALIGNS WITH ITS NEW STRATEGIC PLAN WHILE STAYING FOCUSED ON THE KEY IMPACT AREAS OUTLINED ABOVE: EDUCATIONAL OPPORTUNITY AND FINANCIAL SECURITY. WE HAVE INFUSED WHAT WE NOW CALL OUR RISE DOLLARS INTO OUR WORK INSTEAD OF SQUIRRELING THEM AWAY IN A BANK ACCOUNT. IN 2022, WE INVESTED MORE THAN $3 MILLION DOLLARS WITH 16 STRATEGIC PARTNERS TO HELP MORE THAN 6,000 FAMILIES AVOID EVICTION OR FIND NEW STABLE HOUSING IN THE LAST TWO YEARS. WE ALSO PROVIDED $1.3 MILLION IN DIRECT ASSISTANCE TO HELP FAMILIES WITH RENT, MORTGAGE, AND UTILITIES. THE INVESTMENT HELPED US LEVERAGE AN ADDITIONAL $1.9 MILLION DOLLARS IN EMERGENCY RENTAL ASSISTANCE FUNDS, GOVERNMENT FUNDS, AND PRIVATE FUNDS FOR A TOTAL IMPACT OF MORE THAN $5 MILLION DOLLARS. RISE DOLLARS ALSO WERE INVESTED TO HELP WITH MID- AND LONG-TERM RECOVERY FROM HURRICANES IAN, NICOLE, AND IDALIA. WE INITIATED $1.3 MILLION IN MID- AND LONG-TERM RECOVERY EFFORTS. THAT INCLUDED MORE THAN $600,000 IN GRANTS TO STRATEGIC PARTNERS, POSITIVELY IMPACTING MORE THAN 30,000 COMMUNITY MEMBERS. RISE DOLLARS ALSO HAVE MORE CHILDREN ARRIVING ON THE FIRST DAY OF KINDERGARTEN WITH RAISED HANDS, EAGER MINDS, AND ATTENTIVE EARS. RISE DOLLARS SUPPORT SERVING QUALITY CHILDCARE CENTERS, SCHOOLS OF FOCUS AND UNITED4LITERACY SITES. WE ARE PUTTING MORE BOOKS IN THE HANDS OF STUDENTS, MORE GUIDANCE IN THE MINDS OF PARENTS, AND MORE LOVE AND SUPPORT IN THE LIVES OF EARLY-LEARNING INSTRUCTORS AND TEACHERS. WE CONTINUE TODAY TO COLLABORATE WITH OUR PARTNERS TO HELP COMMUNITY MEMBERS OVERCOME THE CHALLENGES BROUGHT ON BY NATURAL STORMS AND LIFE'S DAILY STORMS AND WE BELIEVE EARLY LEARNING AND EDUCATION REMAINS ONE OF THE BEST WAYS TO HELP THEM DEAL WITH THOSE STORMS. OVERALL, UNITED WAY SUNCOAST'S STRATEGIC USE OF RISE DOLLARS IMPACTED THE LIVES OF MORE THAN 460,000 HOUSEHOLDS THROUGH EARLY LEARNING, FINANCIAL SECURITY, AND YOUTH SUCCESS INITIATIVES OVER A THREE-YEAR PERIOD.

  Expenses $1,369,611 · Grants $1,369,611 · Revenue $151,986

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• SCHOOL DISTRICT OF MANATEE

  $276,040

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• BOYS & GIRLS CLUBS OF THE SUNCOAST

  $270,233

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• PEMHS PERSONAL ENRICHMENT THROUGH MENTAL HEALTH SERVICES DBA ELEOS

  $262,393

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• CORPORATION TO DEVELOP COMMUNITIES OF TAMPA INC

  $261,833

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• PINELLAS COUNTY SCHOOLS

  $250,000

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• HILLSBOROUGH COUNTY PUBLIC SCHOOLS

  $235,685

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• HEART OF FLORIDA UNITED WAY INC

  $229,470

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• RESULTS 1ST

  $211,200

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• FLORIDA CENTER FOR EARLY CHILDHOOD

  $202,281

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

• BIG BROTHERS BIG SISTERS - TAMPA BAY

  $197,333

  ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2024

Filed

13 March 2026

IRS schema version

2024v5.5

Source object

202600799349300300

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.