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Nonprofiteer
← UNITED WAY OF NORTHEAST FLORIDA INC

Form 990 for tax year 2022

Filed by UNITED WAY OF NORTHEAST FLORIDA INC.

Totals

Total revenue
$42,380,248
Total expenses
$29,034,300
Contributions and grants received
$41,184,019
Grants paid
$18,860,859
Program services expenses (Part IX)
$26,652,840
Management and general expenses
$912,308
Fundraising expenses
$1,469,152
Program service expenses (Part III)
$26,652,840

Program services were 91.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIRK LARSEN

    Chair, Audit Committee - Treasurer

    Total calculated
    $0
    Hours/week
    2

  • SABEEN PERWAIZ

    Director - Secretary

    Total calculated
    $0
    Hours/week
    1

  • AUNDRA WALLACE

    Director

    Total calculated
    $0
    Hours/week
    1

  • BRIAN EVANS

    Director

    Total calculated
    $0
    Hours/week
    1

  • DARNELL SMITH

    Director

    Total calculated
    $0
    Hours/week
    1

  • DELORES BARR WEAVER

    Director

    Total calculated
    $0
    Hours/week
    1

  • DIANA SORFLEET

    Director

    Total calculated
    $0
    Hours/week
    1

  • DR DIANA GREENE

    Director

    Total calculated
    $0
    Hours/week
    1

  • GREG MONTANA

    Vice Chair, Board of Directors

    Total calculated
    $0
    Hours/week
    2

  • JAVON KNIGHT

    Chair, Atlantic Circle

    Total calculated
    $0
    Hours/week
    2

  • JIM STEPNOSKI

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Lisa Palmer

    Chair of the Board

    Total calculated
    $0
    Hours/week
    2

  • MATT ZUINO

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Herman

    Chair, Governance & Nominating Committee

    Total calculated
    $0
    Hours/week
    2

  • NED PEVERLEY

    Chair, Community Investments Council

    Total calculated
    $0
    Hours/week
    2

  • PATTY KEENAN

    Director

    Total calculated
    $0
    Hours/week
    1

  • Phillip Lee

    Chair, Resource Development Council

    Total calculated
    $0
    Hours/week
    2

  • RUDY F JAMISON JR EdD

    Director

    Total calculated
    $0
    Hours/week
    1

  • SARA LEY

    Chair, VICE Committee

    Total calculated
    $0
    Hours/week
    2

  • MELANIE PATZ

    President & CEO

    Total calculated
    $74,417
    From this org
    $74,417
    From related orgs
    $0
    Other
    $0
    Hours/week
    60

  • ROBIN ABBOT

    Chief Financial Officer

    Total calculated
    $223,561
    From this org
    $220,703
    From related orgs
    $0
    Other
    $2,858
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $220,703
    Bonus
    $0
    Other
    $0
    Deferred
    $1,142
    Nontaxable benefits
    $1,716
    Filer's total
    $223,561

  • BRIAN DIETZ

    I.T. Director

    Total calculated
    $140,287
    From this org
    $140,287
    From related orgs
    $0
    Other
    $0
    Hours/week
    48

  • JEFF WINKLER

    Head of Basic Needs

    Total calculated
    $113,176
    From this org
    $113,176
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • JENNIFER MACPHEE MIKOSKY

    VP of Marketing

    Total calculated
    $105,409
    From this org
    $105,409
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • KETO PORTER

    Full Service School Director

    Total calculated
    $102,053
    From this org
    $102,053
    From related orgs
    $0
    Other
    $0
    Hours/week
    45

  • MAUREEN MERCHO

    Chief Development Officer

    Total calculated
    $234,081
    From this org
    $210,714
    From related orgs
    $0
    Other
    $23,367
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $185,714
    Bonus
    $0
    Other
    $25,000
    Deferred
    $9,029
    Nontaxable benefits
    $14,338
    Filer's total
    $234,081

  • MICHELLE BRAUN

    Former President & CEO

    Total calculated
    $340,637
    From this org
    $323,455
    From related orgs
    $0
    Other
    $17,182
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $323,455
    Bonus
    $0
    Other
    $0
    Deferred
    $9,381
    Nontaxable benefits
    $7,801
    Filer's total
    $340,637

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 — 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

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
Maureen Mercho received a housing allowance as part of her compensation. This amount was included in taxable income.
Schedule J, Part I, Line 4a Severance or change-of-control payment
During the 2022 calendar year, the former CEO received a severance payment equaling 9 months' salary.

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

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431349349306203

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

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