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Nonprofiteer
← UNITED WAY OF LAKE AND SUMTER COUNTIES INC

Form 990 for tax year 2023

Filed by UNITED WAY OF LAKE AND SUMTER COUNTIES INC.

Totals

Total revenue
$1,201,888
Total expenses
$1,477,729
Contributions and grants received
$1,133,850
Grants paid
$431,323
Program service revenue
$0
Investment income
$68,038
Other revenue
$0
Total assets, end of year
$2,621,892
Total liabilities, end of year
$326,232
Net assets or fund balances, end of year
$2,295,660
Program services expenses (Part IX)
$1,185,605
Management and general expenses
$143,133
Fundraising expenses
$148,991
Program service expenses (Part III)
$1,185,605

Program services were 80.2% 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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $154,714

  • 1f · All other contributions, gifts and grants

    $979,136

  • 3 · Investment income

    total $68,038 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $179,254 · program services $179,254

  • 2 · Grants to domestic individuals

    total $252,069 · program services $252,069

  • 7 · Other salaries and wages

    total $570,061 · program services $418,300 · management and general $65,119 · fundraising $86,642

  • 8 · Pension plan contributions

    total $6,259 · program services $3,460 · management and general $1,415 · fundraising $1,384

  • 9 · Other employee benefits

    total $60,964 · program services $46,760 · management and general $5,485 · fundraising $8,719

  • 10 · Payroll taxes

    total $45,612 · program services $33,702 · management and general $5,044 · fundraising $6,866

  • 11b · Fees: legal

    total $3,428 · program services $0 · management and general $3,428 · fundraising $0

  • 11c · Fees: accounting

    total $21,025 · program services $0 · management and general $21,025 · fundraising $0

  • 11g · Fees: other

    total $80,372 · program services $68,142 · management and general $0 · fundraising $12,230

  • 12 · Advertising and promotion

    total $12,719 · program services $12,719 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $15,160 · program services $11,529 · management and general $2,179 · fundraising $1,452

  • 17 · Travel

    total $13,723 · program services $12,893 · management and general $830 · fundraising $0

  • 20 · Interest

    total $16,125 · program services $7,095 · management and general $4,354 · fundraising $4,676

  • 22 · Depreciation, depletion and amortization

    total $31,246 · program services $13,748 · management and general $8,437 · fundraising $9,061

  • 23 · Insurance

    total $37,454 · program services $33,073 · management and general $1,682 · fundraising $2,699

  • 24e · All other expenses

    total $132,258 · program services $92,861 · management and general $24,135 · fundraising $15,262

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $425,653 · end of year $351,493

  • 3 · Pledges and grants receivable

    beginning of year $1,229,571 · end of year $916,827

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,955 · end of year $16,480

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

    $709,839

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

    $245,267

  • 10c · Land, buildings and equipment, net

    beginning of year $482,582 · end of year $464,572

  • 11 · Investments: publicly traded securities

    beginning of year $804,903 · end of year $870,467

  • 15 · Other assets

    beginning of year $2,053 · end of year $2,053

  • 17 · Accounts payable and accrued expenses

    beginning of year $72,845 · end of year $88,295

  • 23 · Secured mortgages and notes payable

    beginning of year $220,515 · end of year $219,825

  • 25 · Other liabilities

    beginning of year $92,856 · end of year $18,112

  • 27 · Net assets without donor restrictions

    beginning of year $2,112,582 · end of year $1,781,464

  • 28 · Net assets with donor restrictions

    beginning of year $458,919 · end of year $514,196

Mission and programs · 2023

Mission

UWLS mission is to improve the quality of life in Lake and Sumter counties by improving education, increasing financial stability and improving the health of our neighbors.

  • United Way of Lake and Sumter Counties focuses on the areas of education, income and health. UWLS funds programs that concentrate on school readiness, early grade literacy, graduation for all and parent training/education. UWLS also invests in programs that provide support for financial stability. These programs help adults improve their education level and create a more financially secure future. A third area of concentation is health. UWLS supports programs that improve and promote a healthier lifestyle, providing accesss to health services and nutrition resources to support opportunities for a healthy lifestyle. They also support access to healthcare and preventative care.

    Expenses $179,254

  • United Way of Lake and Sumter Counties, Inc. also provides financial assistance for rent and utilities to individuals who have been impacted by the COVID-19 pandemic and relating economic hardships.

    Expenses $137,528

  • Under the supervision of a Master Teacher, early childhood teachers apply knowledge gained in classrooms settings to develop positive, practical teaching skills. With a focus on language developmment, the program is designed to improve the quality preschool experiences, while helping children to enter kintergarten ready to succeed.

    Expenses $40,515

  • Mission United is a United Way Program that helps veterans, active duty service members amd their families tap into the services thay need to resume civilian life. United Way of Lake and Sumter Counties also provides an information and referral service as well as a low income tax assistance program.

    Expenses $828,308

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laura Boryd

    Board Chair

    Total calculated
    $0
    Hours/week
    5

  • Micheal Herrera

    Past Chair

    Total calculated
    $0
    Hours/week
    3

  • Gene Kanikovsky

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Karen Hogans

    Secretary

    Total calculated
    $0
    Hours/week
    3

  • Emily Madak

    Director

    Total calculated
    $0
    Hours/week
    3

  • Laura Senzamici

    Director

    Total calculated
    $0
    Hours/week
    3

  • Beth Thompson

    Director

    Total calculated
    $0
    Hours/week
    2

  • BE Thompson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Connie Mahan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Gary Search

    Director

    Total calculated
    $0
    Hours/week
    2

  • Moraima Menendez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Justin Horton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ken Gates

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jessica Davis

    CEO

    Total calculated
    $86,754
    From this org
    $86,754
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Blossom Lane LLC

    Supporting Organization · FL · income $31,200 · assets $406,515

Provenance

Return type
form_990
Tax year
2023
Filed
2 December 2024
IRS schema version
2023v5.1
Source object
202443479349300919

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

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