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Nonprofiteer
← UNITED WAY OF THE BIG BEND INC

Form 990 for tax year 2023

Filed by UNITED WAY OF THE BIG BEND INC.

Totals

Total revenue
$3,713,850
Total expenses
$3,542,505
Contributions and grants received
$2,948,326
Grants paid
$1,927,676
Program service revenue
$0
Investment income
$85,348
Other revenue
$680,176
Total assets, end of year
$3,477,606
Total liabilities, end of year
$1,492,796
Net assets or fund balances, end of year
$1,984,810
Program services expenses (Part IX)
$3,022,147
Management and general expenses
$253,584
Fundraising expenses
$266,774
Program service expenses (Part III)
$3,022,147

Program services were 85.3% 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)

    $543,169

  • 1f · All other contributions, gifts and grants

    $2,405,157

  • 3 · Investment income

    total $47,357 · excluded $47,357

  • 6a · Gross rents

    real property $16,600

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $16,600

  • 6d · Net rental income or loss

    total $16,600 · excluded $16,600

  • 7a · Gross sales of assets other than inventory

    securities $37,991

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $37,991

  • 7d · Net gain or loss

    total $37,991 · excluded $37,991

  • 8a · Fundraising events: gross income

    $751,151

  • 8b · Fundraising events: direct expenses

    $88,218

  • 8c · Net income from fundraising events

    total $662,933 · excluded $662,933

  • 11a · Other revenue: MISC REVENUE

    total $643 · related or exempt $643

  • 11e · Other revenue, total

    $643

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,829,114 · program services $1,829,114

  • 2 · Grants to domestic individuals

    total $98,562 · program services $98,562

  • 5 · Compensation of officers, directors and key employees

    total $290,397 · program services $60,668 · management and general $60,668 · fundraising $169,061

  • 7 · Other salaries and wages

    total $344,815 · program services $268,956 · management and general $65,515 · fundraising $10,344

  • 8 · Pension plan contributions

    total $21,300 · program services $16,614 · management and general $4,047 · fundraising $639

  • 9 · Other employee benefits

    total $50,879 · program services $39,686 · management and general $9,667 · fundraising $1,526

  • 10 · Payroll taxes

    total $44,543 · program services $34,744 · management and general $8,463 · fundraising $1,336

  • 11c · Fees: accounting

    total $29,373 · program services $8,812 · management and general $17,624 · fundraising $2,937

  • 11f · Fees: investment management

    total $14,815 · management and general $14,815

  • 11g · Fees: other

    total $42,542 · program services $38,288 · management and general $2,127 · fundraising $2,127

  • 12 · Advertising and promotion

    total $1,740 · program services $1,112 · management and general $315 · fundraising $313

  • 13 · Office expenses

    total $39,013 · program services $27,309 · management and general $5,852 · fundraising $5,852

  • 14 · Information technology

    total $8,430 · program services $3,372 · management and general $2,529 · fundraising $2,529

  • 16 · Occupancy

    total $44,464 · program services $13,339 · management and general $31,125

  • 17 · Travel

    total $736 · program services $125 · management and general $456 · fundraising $155

  • 19 · Conferences, conventions and meetings

    total $2,852 · program services $1,340 · management and general $770 · fundraising $742

  • 20 · Interest

    total $3,164 · program services $949 · management and general $1,076 · fundraising $1,139

  • 21 · Payments to affiliates

    total $44,276 · program services $44,276

  • 22 · Depreciation, depletion and amortization

    total $18,539 · program services $5,562 · management and general $6,303 · fundraising $6,674

  • 23 · Insurance

    total $31,760 · program services $9,528 · management and general $22,232

  • 24a · Other expenses: EVENT EXPENSES

    total $519,791 · program services $519,791

  • 24b · Other expenses: CAMPAIGN EXPENSE

    total $61,400 · fundraising $61,400

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $116,292 · end of year $240,816

  • 2 · Savings and temporary cash investments

    beginning of year $483,110 · end of year $294,752

  • 3 · Pledges and grants receivable

    beginning of year $1,079,834 · end of year $890,726

  • 4 · Accounts receivable

    beginning of year $128,859 · end of year $183,120

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,667 · end of year $0

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

    $1,316,176

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

    $743,959

  • 10c · Land, buildings and equipment, net

    beginning of year $577,725 · end of year $572,217

  • 11 · Investments: publicly traded securities

    beginning of year $1,097,435 · end of year $1,295,975

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,573,821 · end of year $1,464,137

  • 19 · Deferred revenue

    beginning of year $30,263 · end of year $28,659

  • 24 · Unsecured notes and loans payable

    beginning of year $150,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,432,174 · end of year $1,407,345

  • 28 · Net assets with donor restrictions

    beginning of year $298,664 · end of year $577,465

Mission and programs · 2023

Mission

TO RAISE AWARENESS, MOBILIZE RESOURCES AND FIND COLLABORATIVE, TARGETED SOLUTIONS FOR OUR COMMUNITY'S MOST VITAL CONCERNS.

  • FUNDS FOR THE AGENCY'S PROGRAMS COME FROM THE CONTRIBUTIONS OF UNITED WAY OF THE BIG BEND (UWBB) SUPPORTERS THROUGH THE ANNUAL FUNDRAISING CAMPAIGN. THE COMMUNITY CAMPAIGN SOLICITS MONETARY SUPPORT FROM THE CORRESPONDING CONSTITUENTS. UWBB SUPPORTED 77 PROGRAMS ACROSS THE BIG BEND AREA LAST YEAR. THE ALLOCATION OF FUNDS IS BASED ON THE DECISION OF THE COMMUNITY INVESTMENT REVIEW TEAMS COMPRISED OF EXPERTS IN FINANCE, PROGRAMS RELATED TO OUR IMPACT AREAS AS WELL AS COMMUNITY VOLUNTEERS KNOWLEDGEABLE ABOUT THEIR COMMUNITIES' NEEDS. PANELS OF VOLUNTEERS AND EXPERTS REVIEW EACH AGENCY'S FINANCES AND PROGRAMS AND OPERATING CAPACITY TO DELIVER PROPOSED SERVICES. AFTER THOROUGH ANALYSIS OF THE REVIEW DATA, THE COMMUNITY INVESTMENT TEAM RECOMMENDS HOW FUNDS ARE ALLOCATED TO EACH AGENCY'S PROGRAM.

    Expenses $1,929,501 · Grants $1,927,676 · Revenue $1,929,501

  • 21 CCLCTHIS PROGRAM SUPPORTS COMMUNITY LEARNING CENTERS THAT PROVIDE ACADEMIC ENRICHMENT OPPORTUNITIES DURING NON-SCHOOL HOURS FOR CHILDREN, PARTICULARLY STUDENTS WHO ATTEND HIGH-POVERTY AND LOW-PERFORMING SCHOOLS. THE PROGRAM HELPS STUDENTS MEET STATE AND LOCAL STUDENT STANDARDS IN CORE ACADEMIC SUBJECTS, SUCH AS READING AND MATH; OFFERS STUDENTS A BROAD ARRAY OF ENRICHMENT ACTIVITIES THAT CAN COMPLEMENT THEIR REGULAR ACADEMIC PROGRAMS; AND OFFERS LITERACY AND OTHER EDUCATIONAL SERVICES TO THE FAMILIES OF PARTICIPATING CHILDREN.

    Expenses $522,661

  • UNITED WAY OF THE BIG BEND IS HELPING TO SUPPORT IMPROVED READING AND LITERACY RATES FOR 3RD GRADERS THROUGH OUR READINGPALS PROGRAM. READINGPALS IS A STATEWIDE EARLY LITERACY INITIATIVE MANAGED BY THE CHILDREN'S MOVEMENT AND ADMINISTERED THROUGH UNITED WAYS AND COMMUNITY PARTNERS THROUGHOUT FLORIDA. EACH PROGRAM RECRUITS, TRAINS, AND SUPPORTS VOLUNTEER MENTORS FOR STUDENTS IN PREK THIRD GRADE WHO NEED EXTRA READING SUPPORT. THE SESSIONS ARE SET UP AS GUIDED ONE-TO-ONE SHARED READING SESSIONS. THIS PROGRAM HAS BEEN IN PLACE FOR TWELVE YEARS IN LEON COUNTY.

    Expenses $61,497

  • Expenses $508,488

As filed on the 2023 return.

Listed in Part VII

  • RHETT BAGWELL

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • ANGIE SIPPLE

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    0.5

  • ERIK DAVIS

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    3.5

  • SALLY BRADSHAW

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • CHRIS MILLS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TENA PATE

    COMMUNITY IMPACT CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JULIE MONTANARO

    RESOURCE DEVELOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JIMMY COLE

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • LISA GARCIA

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • MARK O'BRYANT

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • BETH CORUM

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • STEPHANIE DERZYPOLSKI

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • SUE DICK

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • DARRICK MCGHEE

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • MICHELLE MITCHAM

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • LARRY ROBINSON

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • WENDY WALKER

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • JEANNIE GARNER

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • REESE GOAD

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • ROCKY HANNA

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • LYNN HATTER

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • LYNN JONES

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • JIM MURDAUGH

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • ANDREW GAY

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN HARRIS

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID HARVEY

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • VINCE LONG

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • CHRIS MOSLEY

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • KIMBERLY PRICE

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • DANIEL VERMETTE

    AT-LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • BERNEICE COX

    PRESIDENT/CEO

    Total calculated
    $163,956
    From this org
    $152,414
    From related orgs
    $0
    Other
    $11,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,249
    Bonus
    $24,165
    Other
    $0
    Deferred
    $11,542
    Nontaxable benefits
    $0
    Filer's total
    $163,956

  • CLAY TULLOS

    VP-FINANCE & OPERATIONS

    Total calculated
    $85,483
    From this org
    $84,922
    From related orgs
    $0
    Other
    $561
    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. 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

None.

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
25 April 2025
IRS schema version
2023v6.0
Source object
202501209349303435

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

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