Form 990 for tax year 2022

Totals

Total revenue

$16,262,360

Total expenses

$22,232,948

Contributions and grants received

$15,422,035

Grants paid

$12,190,040

Program service revenue

$355,128

Investment income

$473,502

Other revenue

$11,695

Total assets, end of year

$55,507,110

Total liabilities, end of year

$9,804,317

Net assets or fund balances, end of year

$45,702,793

Program services expenses (Part IX)

$17,219,755

Management and general expenses

$2,639,373

Fundraising expenses

$2,373,820

Program service expenses (Part III)

$17,219,755

Program services were 77.5% 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 · 2022

• FINANCIAL STABILITY:CONDITIONS - UNITED WAY SUNCOAST'S 2023 ALICE REPORT REVEALED THAT ASSET LIMITED, INCOME CONSTRAINED EMPLOYED HOUSEHOLDS MAKE UP 45 PERCENT OF ALL HOUSEHOLDS IN OUR FIVE-COUNTY REGION. THE RESEARCH DIDN'T COME AS A SURPRISE, AND FROM EVERY INDICATION, THE CHALLENGES FACING THESE FAMILIES CONTINUE TO GROW WITH AVERAGE RENTAL RATES RISING AND 1 IN 4 HOUSEHOLDS IN OUR ALICE ZONES OF FOCUS UTILIZING SNAP BENEFITS. ALICE FAMILIES COUNT THE DAYS BETWEEN PAYCHECKS, HOPING TO MAKE IT TO THE NEXT PAYDAY. ALICE FAMILIES SPAN ALL RACES, AGES, ETHNICITIES, AND ABILITIES. (CONTINUED ON SCHEDULE O)ALICE FAMILIES OFTEN WORK TWO OR MORE JOBS AND STILL CANNOT PAY THE BILLS. ALICE FAMILIES LIVE A LIFE OF STRUGGLE BUT OUR COMMUNITIES CAN'T LIVE WITHOUT THEM. AGAINST THIS BACKDROP, OUR ORGANIZATION KNOWS IT MUST BE DILIGENT IN ITS EFFORTS TO ELIMINATE ECONOMIC BARRIERS AND GIVE FAMILIES THE "FREEDOM TO RISE."INVESTMENTS - TO FILL THE ECONOMIC GAPS AND ELIMINATE BARRIERS IN FY2023, UNITED WAY SUNCOAST UTILIZED ITS OWN INITIATIVES, PROGRAMS IN ITS NEIGHBORHOOD RESOURCE CENTERS AND COLLABORATIONS WITH STRATEGIC COMMUNITY PARTNERS. OVERALL, UWS INVESTED $4.9 MILLION IN ITS FINANCIAL STABILITY INITIATIVES.THE EFFORTS INCLUDED:- THE EVICTION MITIGATION PROGRAM THAT HELPED RESIDENTS STAY IN THEIR HOMES.- VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM THAT PROVIDES FREE TAX PREPARATION TO QUALIFIED HOUSEHOLDS- BANK ON, AN INITIATIVE THAT PROVIDES ACCESS TO SAFE AND AFFORDABLE ACCOUNTS TO THE UNBANKED AND THE UNDERBANKED.- FINANCIAL COACHING, AN INITIATIVE THAT PROVIDES AN EXPERIENCED COACH TO ASSIST INDIVIDUALS IN REACHING THEIR FINANCIAL GOALS.- MONEY MATTERS, A MONTHLY VIRTUAL FINANCIAL LITERACY SERIES.- NEIGHBORHOOD RESOURCE CENTER OFFERINGS INCLUDING EMPLOYMENT SERVICES, LEGAL ADVICE, FAMILY SUPPORT, COMPUTER LAB ACCESS, HOMEOWNER AND CONTRACTOR RESOURCES, NOTARY SERVICES, AND CASE MANAGEMENT. IMPACTS - AS WITH MUCH OF OUR WORK, UNITED WAY SUNCOAST UTILIZED STRATEGIC PRECISION IN ITS FINANCIAL STABILITY EFFORTS, CONCENTRATING ON ZIP CODES OF FOCUS WHERE THE NEED IS GREATEST.CONSIDER OUR SUCCESS WITH VITA, WHICH PROCESSED CLOSE TO 10,000 TAX RETURNS THROUGH THE FIVE-COUNTY REGION WITH 45 PERCENT OF THOSE IN UWS ZIP CODES OF FOCUS. OVERALL, VITA BROUGHT BACK $10 MILLION IN REFUNDS AND SAVED FEES WITH AN ADDITIONAL $3.8 MILLION IN EARNED INCOME AND CHILD TAX CREDITS.OUR EVICTION MITIGATION EFFORT HELPED MORE THAN 6,000 PEOPLE STAY IN THEIR HOMES OR FIND NEW STABLE HOUSING, A SUCCESS RATE OF 91 PERCENT.THE BANK ON PROGRAM HAS GENERATED MORE THAN 12,000 ACCOUNTS SINCE 2020,AND CONTINUES TO BE A TOOL TO HELP COMMUNITY MEMBERS BUILD CREDIT.OUR NEIGHBORHOOD CENTERS TRIPLED ITS NUMBER OF VISITORS IN FY2023, CONNECTING MORE THAN 2,800 PEOPLE TO NEEDED SERVICES.COLLECTIVELY, UWS AND OUR PARTNERS PUT 800 PEOPLE ON A PATH TO POST-SECONDARY SUCCESS, HELPING THEM WORK TOWARDS EARNING CERTIFICATES OR HIGHER EDUCATION DEGREES. MORE THAN 2,400 PEOPLE WERE PLACED IN A JOB OR PROMOTED/GIVEN A RAISE.

  Expenses $7,052,674 · Grants $5,432,719

• EARLY LEARNING AND YOUTH SUCCESS:EARLY LEARNINGCONDITIONS - AMERICA AND THE SUNCOAST REGION CONTINUE TO GRAPPLE WITH THE CHILDCARE CRISIS. PARENTS STRUGGLE TO FIND ACCESS TO QUALITY, AFFORDABLE CHILDCARE, AND THE COSTS CONTINUE TO BE DEBILITATING FOR ALICE FAMILIES. IN OUR FIVE-COUNTY REGION, THE ANNUAL AVERAGE COST FOR A YEAR OF CHILDCARE FOR A NON-INFANT IS HIGHER THAN A YEAR OF TUITION AT THE UNIVERSITY OF SOUTH FLORIDA. MEANWHILE, CHILDCARE CENTERS DEAL WITH A CHALLENGING BUSINESS MODEL THAT LIMITS HOW MUCH THEY CAN PAY EARLY LEARNING TEACHERS. (CONTINUED ON SCHEDULE O)THE CRISIS DIMINISHES THE NUMBER OF PRESCHOOLERS READY FOR KINDERGARTEN, AND THAT IMPACTS THE NUMBER OF STUDENTS READING ON LEVEL BY THE END OF THIRD GRADE. THE IMPACT OF THE PANDEMIC REMAINS A FACTOR AS THE EDUCATION SYSTEM STRIVES TO IMPROVE BOTH KINDERGARTEN READINESS AND THIRD GRADE LITERACY.INVESTMENTS - WITH 90 PERCENT OF BRAIN DEVELOPMENT OCCURRING BETWEEN BIRTH AND 5 YEARS, AND THIRD GRADE READING REPRESENTING AN INDICATOR OF LONG-TERM ACADEMIC SUCCESS, WE KNOW WE MUST CONTINUE TO FOCUS ON THESE DEVELOPMENTAL ASPECTS. IN FY2023, UNITED WAY SUNCOAST DID JUST THAT WITH A MULTI-PRONGED APPROACH. WE EXTENDED OUR QUALITY CHILDCARE INITIATIVE TO NOW INCLUDE 53 PRESCHOOLS ACROSS OUR FIVE-COUNTY FOOTPRINT. QCI INCLUDES PROFESSIONAL DEVELOPMENT AND ENVIRONMENTAL SUPPORT FOR CHILDCARE CENTERS. THE CAMPBELL PARK NETWORK FOR EARLY LEARNING, WHICH FOCUSES SPECIFICALLY ON SOUTH ST. PETERSBURG, ALSO PROVIDES CLASSROOM MATERIALS ALONG WITH COACHING FOR TEACHERS AND WEEKLY PLAY INSTRUCTION FOR CAREGIVERS AND CHILDREN. IN ADDITION, WE DISTRIBUTED MORE THAN 35 UNITED4LITERACY KITS ACROSS THE REGION TO SUPPORT PLAY-BASED LEARNING FOR 35-YEAR-OLDS. ANOTHER COMPONENT OF OUR WORK IS PRESCHOOL BEHAVIOR SUPPORT PROGRAMS IN 4 OF 5 COUNTIES. IN TERMS OF THIRD-GRADE LITERACY, WE PARTNER WITH OUR SCHOOL DISTRICTS TO PROVIDE PARAPROFESSIONALS IN FOUR OF OUR FIVE SCHOOL DISTRICTS AND WE EXPANDED OUR ELEMENTARY SUPPORT TO 34 SCHOOLS OF FOCUS. IN ADDITION, WE CONTINUED OUR HIGHLY SUCCESSFUL SUMMER CARE PROGRAM BY PROVIDING MORE THAN 600 SCHOLARSHIPS FOR CHILDREN TO ATTEND HIGH QUALITY CAMP EXPERIENCES AND LITERACY SUPPORT (BRIDGE CURRICULUM AND TUTORING) TO COMBAT SUMMER LEARNING LOSS. OVERALL, WE INVESTED $4.4 MILLION INTO IMPROVING KINDERGARTEN READINESS, INCREASING GRADE LEVEL READING, AND REMOVING BARRIERS TO EDUCATION ACCESS.IMPACT - EARLY LEARNING AND EDUCATION REMAIN A DYNAMIC TOOL - MAYBE OUR BEST TOOL - TO HELP CREATE GENERATIONAL WEALTH, LIFT UP FAMILIES AND CREATE A BETTER WORLD FOR EVERY STUDENT. INCREASING ACCESS AND THE EQUITY OF QUALITY CHILDCARE STANDS AS ONE OF THE BEST WAYS TO IMPROVE COMMUNITIES. FOR UNITED WAY SUNCOAST, THAT IMPROVEMENT IS REFLECTED IN THE FACT THAT NEARLY 6,000 CHILDREN BETWEEN THE AGES OF 0-5 DEMONSTRATED AGE-APPROPRIATE COMMUNICATION, VOCABULARY AND/OR OTHER EARLY LITERACY SKILLS OR PROGRESS. MORE THAN 6,000 THIRD GRADE STUDENTS ACHIEVED THE GOAL OF READING ON GRADE LEVEL OR ARE SET ON THE PATH TO ACHIEVE THAT BENCHMARK WITHIN THE NEXT YEAR.OUR SUMMER CARE PROGRAM ALSO ENJOYED SUCCESS, WHERE 83 PERCENT OF OUR STUDENTS MAINTAINED OR GREW THEIR ACADEMIC SKILLS OVER THE SUMMER THROUGH THESE PROGRAMS.IN ADDITION, WE TOOK ON BARRIERS TO SCHOOL READINESS BY GENERATING FOOD SUPPORT TO 10,451 HOUSEHOLDS THROUGH OUR SCHOOL-BASED FOOD DISTRIBUTION PARTNERS. WE ALSO HELPED NEARLY 4,000 STUDENTS RECEIVE SUPPORT FOR ASTHMA, DENTAL, VISION AND HEARING LOSS ISSUES.

  Expenses $6,673,400 · Grants $4,980,359

• COMMUNITY SUPPORT SERVICES:UNITED WE SERVE (VOLUNTEERS) - VOLUNTEER ACTION IS A KEY PART OF UNITED WAY'S MISSION, AND WITH UNITED WE SERVE, OUR PHILANTHROPIC ENGAGEMENT TEAM CREATES OPPORTUNITIES THROUGHOUT THE YEAR WITH ITS MONTHLY ENGAGEMENT OPPORTUNITIES. WE STARTED THE FISCAL YEAR IN THE COMMUNITY WITH POP-UP VOLUNTEER EVENTS TO BRING AWARENESS TO THE 9/11 DAY OF REMEMBRANCE, A MOMENT TO SUPPORT OTHERS IN TRIBUTE TO THOSE KILLED AND INJURED ON SEPTEMBER 11, 2001, FIRST RESPONDERS AND THE COUNTLESS OTHERS WHO SERVE TO DEFEND THE NATION'S FREEDOM AT HOME AND AROUND THE WORLD. FROM THERE, WE RALLIED THE COMMUNITY TO SUPPORT THOSE AFFECTED BY HURRICANE IAN THROUGH VOLUNTEERISM AND DONATION SUPPLY DRIVES TO RESPOND TO THE NEEDS THROUGHOUT OUR REGION. (CONTINUED ON SCHEDULE O)WE WELCOMED VOLUNTEERS TO STUFF THE BUS IN MANATEE COUNTY IN A PUBLIX PARTNERSHIP THAT PUT FOOD ON THE SHELVES OF THE MEALS ON WHEELS PLUS FOOD PANTRY. WE CREATED OPPORTUNITIES FOR VOLUNTEERS TO COMPOSE KITS FOR VETERANS, DISTRIBUTE MEALS DURING THE HOLIDAYS AND SHOWCASE THEIR CARE FOR THE COMMUNITY DURING THE MLK DAY OF SERVICE. THEY DID NOT DISAPPOINT. IN APRIL, THEY LACED UP THEIR SNEAKERS FOR THE 5K ON THE RUNWAY AT TAMPA INTERNATIONAL AIRPORT, RAISING MORE THAN $86,000 FOR OUR WORK. THAT EVENT PROVED TO BE THE UNOFFICIAL START OF OUR WEEK OF CARING, THE REGION'S LARGEST VOLUNTEER INITIATIVE CONNECTING HANDS-ON SERVICE WITH ORGANIZATIONS AND INDIVIDUALS IN NEED. THE CELEBRATION OF COMMUNITY SERVICE INSPIRED 414 VOLUNTEERS TO COMPLETE 51 PROJECTS FOR 26 ORGANIZATIONS. THE WORK EXTENDED TO MORE THAN 1,100 HOURS, DELIVERING A VALUE OF $37,079.UNITED WE LEAD - WHEN UNITED WAY SUNCOAST INVESTS IN COMMUNITY, IT INVESTS IN OUTCOMES. WE'RE CURRENTLY FULFILLING A THREE-YEAR, $18 MILLION COMMITMENT TO 100 PROGRAMS THAT SUPPORT EARLY LEARNING, YOUTH SUCCESS AND FINANCIAL STABILITY. WITH EACH PROGRAM WE'VE IMPLEMENTED ACCOUNTABILITY MEASURES THAT TARGET OBJECTIVES. THERE'S NO BETTER WAY TO STEWARD THE DOLLARS ENTRUSTED TO US, AND THERE'S NO BETTER WAY TO SHOW OUR SUPPORT FOR OUR STRATEGIC COMMUNITY PARTNERS.HOWEVER, TO ACHIEVE HIGHER QUALITY COMMUNITY IMPACT, OUR INVESTMENT STRATEGY MUST GO FURTHER. IT HAS TO INCLUDE SUPPORTING THE DEVELOPMENT AND GROWTH OF THE PEOPLE RUNNING OUR PARTNER PROGRAMS AS WELL AS FINDING WAYS TO ELIMINATE THE ADMINISTRATIVE AND KNOWLEDGE BARRIERS THEY FACE. IN FY 2023, WE CONTINUED TO INITIATE A VISIONARY PILOT PROGRAM TO INCREASE THE CAPACITY OF NONPROFIT PARTNERS. UTILIZING A SERIES OF WORKSHOPS AND MONTHLY COACHING SESSIONS, WE'VE YIELDED REMARKABLE RESULTS. WE'VE ALREADY SEEN PARTNERS LEVERAGE OUR RESOURCES TO WIN NEW GRANTS, REDUCE INEFFICIENCIES, IMPROVE INTERNAL COMMUNICATION AND COLLABORATION, AND IMPACT MORE PEOPLE MORE DEEPLY. IN FY2024, WE WILL LOOK TO TAKE THE NEXT STEP WITH THE RESILIENCY INSTITUTE, A GAME-CHANGING EFFORT THAT WILL BUILD ON THESE PRINCIPLES.

  Expenses $1,917,357 · Grants $200,638 · Revenue $208,332

• DONOR DESIGNATED CONTRIBUTIONS: CONTRIBUTIONS TO UNITED WAY THAT DONORS DIRECT TO SPECIFIC 501(C)(3) AGENCIES.

  Expenses $1,576,324 · Grants $1,576,324 · Revenue $146,796

As filed on the 2022 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

• METROPOLITAN MINISTRIES

  $350,756

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

• HEART OF FLORIDA UNITED WAY INC

  $297,052

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

• SENIORS IN SERVICE OF TAMPA BAY INC

  $293,863

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

• BAY AREA LEGAL SERVICESINC

  $280,937

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

• ALL FAITHS FOOD BANK

  $278,127

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

• CORPORATION TO DEVELOP COMMUNITIES OF TAMPA INC

  $272,333

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

• UNIVERSITY AREA COMMUNITY DEVELOPMENT CORPORATION INC

  $264,667

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

• PERSONAL ENRICHMENT THROUGH MENTAL HEALTH SERVICES - PEMHS

  $264,110

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

• BOYS & GIRLS CLUBS OF THE SUNCOAST

  $237,333

  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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• UNITED WAY FOUNDATION OF MANATEE COUNTY

  501(C)(3) · INCREASE AWARENESS OF UNITED WAY SUNCOAST, INC. (DISSOLVED 11/17/22) · FL

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

2022

Filed

7 March 2024

IRS schema version

2022v5.0

Source object

202430679349302003

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.