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Nonprofiteer
← UNITED WAY OF NORTHEAST FLORIDA INC

Form 990 for tax year 2023

Filed by UNITED WAY OF NORTHEAST FLORIDA INC.

Totals

Total revenue
$25,453,183
Total expenses
$28,253,412
Contributions and grants received
$23,035,036
Grants paid
$17,743,799
Program service revenue
$726
Investment income
$1,623,923
Other revenue
$793,498
Total assets, end of year
$59,555,774
Total liabilities, end of year
$8,378,320
Net assets or fund balances, end of year
$51,177,454
Program services expenses (Part IX)
$24,240,798
Management and general expenses
$3,248,448
Fundraising expenses
$764,166
Program service expenses (Part III)
$24,240,798

Program services were 85.8% 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.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $23,455

  • 1e · Government grants (contributions)

    $9,868,848

  • 1f · All other contributions, gifts and grants

    $13,142,733

  • 1g · Noncash contributions included above

    $187,441

  • 2a · Program service revenue: Service Fees

    total $726 · related or exempt $726

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,623,923 · excluded $1,623,923

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Miscellaneous Income

    total $793,498 · excluded $793,498

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $793,498

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,625,920 · program services $17,625,920

  • 2 · Grants to domestic individuals

    total $117,879 · program services $117,879

  • 5 · Compensation of officers, directors and key employees

    total $375,406 · program services $64,900 · management and general $245,606 · fundraising $64,900

  • 7 · Other salaries and wages

    total $4,214,980 · program services $3,056,562 · management and general $810,183 · fundraising $348,235

  • 9 · Other employee benefits

    total $876,444 · program services $595,982 · management and general $201,582 · fundraising $78,880

  • 10 · Payroll taxes

    total $348,621 · program services $237,062 · management and general $80,183 · fundraising $31,376

  • 11b · Fees: legal

    total $345 · management and general $345

  • 11c · Fees: accounting

    total $97,200 · management and general $97,200

  • 11f · Fees: investment management

    total $424,901 · management and general $424,901

  • 11g · Fees: other

    total $1,302,671 · program services $734,656 · management and general $559,874 · fundraising $8,141

  • 12 · Advertising and promotion

    total $241,992 · program services $214,688 · management and general $22,794 · fundraising $4,510

  • 14 · Information technology

    total $469,046 · program services $318,951 · management and general $107,881 · fundraising $42,214

  • 16 · Occupancy

    total $439,995 · program services $324,501 · management and general $82,462 · fundraising $33,032

  • 17 · Travel

    total $43,487 · program services $31,619 · management and general $7,305 · fundraising $4,563

  • 22 · Depreciation, depletion and amortization

    total $141,600 · program services $96,288 · management and general $32,568 · fundraising $12,744

  • 23 · Insurance

    total $59,497 · program services $39,502 · management and general $13,805 · fundraising $6,190

  • 24a · Other expenses: United Way Worldwide Membership

    total $400,935 · program services $272,636 · management and general $92,215 · fundraising $36,084

  • 24b · Other expenses: Bank Charges and Fees

    total $47,418 · program services $32,244 · management and general $10,906 · fundraising $4,268

  • 24c · Other expenses: Operating Supplies and Equipment

    total $1,025,075 · program services $477,408 · management and general $458,638 · fundraising $89,029

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,053,314 · end of year $3,885,374

  • 2 · Savings and temporary cash investments

    beginning of year $1,812,670 · end of year $3,885,458

  • 3 · Pledges and grants receivable

    beginning of year $7,841,911 · end of year $6,498,863

  • 4 · Accounts receivable

    beginning of year $2,279,209 · end of year $2,627,602

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $625,610 · end of year $229,667

  • 10a · Land, buildings and equipment: cost or other basis

    $1,986,451

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,835,074

  • 10c · Land, buildings and equipment, net

    beginning of year $292,977 · end of year $151,377

  • 11 · Investments: publicly traded securities

    beginning of year $42,421,695 · end of year $41,991,750

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $443,555 · end of year $285,683

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,440,142 · end of year $3,542,105

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,366,560 · end of year $4,836,215

  • 27 · Net assets without donor restrictions

    beginning of year $27,191,797 · end of year $27,098,310

  • 28 · Net assets with donor restrictions

    beginning of year $22,772,442 · end of year $24,079,144

Mission and programs · 2023

Mission

United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas.

  • United Way provides and funds programs in Northeast Florida, that deliver vital services to the community that create a community of opportunity where everyone has hope and can reach their full potential. This begins with improving economic mobility for all Northeast Florida residents. We do this by investing in programs and initiatives that make it easier for people to break the cycle of poverty and live a better life. CREATING OPPORTUNITY by addressing: Basic Needs, Financial Well Being and Community Resiliency. Basic Needs Provide families with access to nutritious food, stable housing and mental health support during times of crisis. Financial Well-Being Help individuals obtain a quality education, steady employment and assets to weather financial challenges; and Community Resiliency breaking down barriers to success for individuals and families living below the ALICE threshold.

    Expenses $24,240,798 · Grants $17,743,799 · Revenue $726

As filed on the 2023 return.

Listed in Part VII

  • Jerry Delgado

    Treasurer and Chair, audit Committee

    Total calculated
    $0
    Hours/week
    2

  • Sabeen Perwaiz

    Secretary and Chair of nominating and governance committee

    Total calculated
    $0
    Hours/week
    2

  • Aundra Wallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brent Larosa

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian Evans

    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

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jan Hanak

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph Davidson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kirk Larsen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lior Spring

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Palmer

    Chair of the Board

    Total calculated
    $0
    Hours/week
    2

  • Matt Zuino

    Director

    Total calculated
    $0
    Hours/week
    1

  • 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, VCE Council

    Total calculated
    $0
    Hours/week
    2

  • Melanie Patz

    President & CEO

    Total calculated
    $300,408
    From this org
    $259,601
    From related orgs
    $0
    Other
    $40,807
    Hours/week
    70

    Schedule J breakdown matched by us

    Base
    $259,601
    Bonus
    $0
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $18,307
    Filer's total
    $300,408

  • Olga Mendoza

    VP of Finance

    Total calculated
    $11,647
    From this org
    $11,647
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • Robin Abbot

    Chief Financial Officer

    Total calculated
    $111,247
    From this org
    $104,159
    From related orgs
    $0
    Other
    $7,088
    Hours/week
    45

  • Coretta Hill

    COO

    Total calculated
    $156,028
    From this org
    $146,483
    From related orgs
    $0
    Other
    $9,545
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,483
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,545
    Filer's total
    $156,028

  • Dietz Brent

    IT Director

    Total calculated
    $160,741
    From this org
    $141,190
    From related orgs
    $0
    Other
    $19,551
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $141,190
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,551
    Filer's total
    $160,741

  • James Ellout

    VP of Community Impact

    Total calculated
    $124,970
    From this org
    $104,711
    From related orgs
    $0
    Other
    $20,259
    Hours/week
    45

  • Jeffrey Winkler

    Head of Basic Needs

    Total calculated
    $123,418
    From this org
    $104,014
    From related orgs
    $0
    Other
    $19,404
    Hours/week
    45

  • Porter Keto

    Director, Full Service Schools

    Total calculated
    $123,473
    From this org
    $101,698
    From related orgs
    $0
    Other
    $21,775
    Hours/week
    45

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

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202501209349301035

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

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