Form 990 for tax year 2023
Filed by UNITED WAY OF SOUTH SARASOTA COUNTY INC.
Totals
- Total revenue
- $1,309,695
- Total expenses
- $1,613,496
- Contributions and grants received
- $877,505
- Grants paid
- $226,924
- Program service revenue
- $231,508
- Investment income
- $102,824
- Other revenue
- $97,858
- Total assets, end of year
- $1,992,249
- Total liabilities, end of year
- $684,039
- Net assets or fund balances, end of year
- $1,308,210
- Program services expenses (Part IX)
- $1,164,170
- Management and general expenses
- $198,080
- Fundraising expenses
- $251,246
- Program service expenses (Part III)
- $1,164,170
Program services were 72.2% 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.
-
1f · All other contributions, gifts and grants
$877,505
-
2a · Program service revenue: CELEBRITY SOFTBALL & CONC
total $42,109 · related or exempt $42,109
-
2b · Program service revenue: HURRICANE IAN
total $93,170 · related or exempt $93,170
-
2c · Program service revenue: OTHER MISCELLANEOUS
total $13,270 · related or exempt $13,270
-
2d · Program service revenue: PUBLIX EMERGENCY FUND
total $16,296 · related or exempt $16,296
-
2e · Program service revenue: VITA
total $58,990 · related or exempt $58,990
-
2f · All other program service revenue
total $7,673 · related or exempt $7,673
-
3 · Investment income
total $102,824 · related or exempt $102,824
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $80,308
-
6b · Less rental expenses
real property $61,963
-
6c · Rental income or loss
real property $18,345
-
6d · Net rental income or loss
total $18,345 · unrelated business $18,345
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$92,688
-
8b · Fundraising events: direct expenses
$19,328
-
8c · Net income from fundraising events
total $73,360
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: HURRICANE DAMAGE INSURANCE
total $6,153 · related or exempt $6,153
-
11e · Other revenue, total
$6,153
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $218,250 · program services $218,250
-
2 · Grants to domestic individuals
total $8,674 · program services $8,674
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $112,732 · program services $11,273 · management and general $55,002 · fundraising $46,457
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $303,122 · program services $162,185 · management and general $65,439 · fundraising $75,498
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $8,570 · program services $8,570
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,300 · management and general $1,300
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $409,015 · program services $202,424 · management and general $107,762 · fundraising $98,829
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $14,893 · management and general $14,893
-
23 · Insurance
total $2,715 · management and general $2,715
-
24a · Other expenses: PROGRAM EXPENSES
total $545,904 · program services $545,904
-
24b · Other expenses: DONOR DEVELOPMENT
total $56,680 · program services $6,890 · fundraising $49,790
-
24c · Other expenses: TELEPHONE
total $7,602 · management and general $7,602
-
24d · Other expenses: INVESTMENT FEES
total $2,351 · management and general $2,351
-
24e · All other expenses
total -$78,312 · management and general -$58,984 · fundraising -$19,328
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $48,935 · end of year $60,484
-
2 · Savings and temporary cash investments
beginning of year $529,056 · end of year $308,183
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $3,250 · end of year $585
-
10a · Land, buildings and equipment: cost or other basis
$209,032
-
10b · Land, buildings and equipment: accumulated depreciation
$40,811
-
10c · Land, buildings and equipment, net
beginning of year $175,516 · end of year $168,221
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,020,566 · end of year $1,454,776
-
17 · Accounts payable and accrued expenses
beginning of year $43,244 · end of year $65,648
-
19 · Deferred revenue
beginning of year $50,284 · end of year $618,391
-
25 · Other liabilities
beginning of year $220,000
-
27 · Net assets without donor restrictions
beginning of year $1,129,953 · end of year $1,308,210
-
28 · Net assets with donor restrictions
beginning of year $333,842
Mission and programs · 2023
Mission
The United Way of South Sarasota County, Inc. (the Organization") is a not-for-profit organization formed under Internal Revenue Code Section 501 ( c ) (3) and is located in Venice, Florida. The United Way has adopted a Modern United Way Model, transitioning away from being a passthrough-only organization to a model that also embraces providing direct services to those in need in the local area of Venice, North Port, Nokomis, Laurel, Englewood, and Osprey, Florida. The Organization is a partner with the Sarasota County Sheriffs Eviction Mitigation taskforce, the Internal Revenue Service Volunteer Tax Assistance Program, and Sarasota County Emergency Service. It is recognized by FEMA and the State of Florida as the Sarasota County Long-Term Recovery Group leader in times of disaster.
-
FUNDING ALLOCATIONS TO LOCAL UNITED WAY AGENCIES PROVIDING HUMAN SERVICES TO VENICE, ENGLEWOOD, NORTH PORT, NOKOMIS, LAUREL AND OSPREY, FLORIDA
Expenses $988,777 · Revenue $1,161,594
-
VITA: VOLUNTEER INCOME TAX ASSISTANCE, VITA IS AN IRS PROGRAM THAT UTILIZES CERTIFIED VOLUNTEERS TO HELP PROVIDE FREE AND ACCURATE TAX PREPARATION SERVICES TO LOW- TO MODERAT INCOME TAXPAYERS, THESE SERVICES ARE PROVIDED AT A VARIETY OF PUBLIC LOCATIONS SUCH AS LIBRARIES, SCHOOLS AND NEIGHBORHOOD CENTERS IN CERTAIN HIGH-NEED AREAS. VITA HAS BEEN INSTRUMENTAL IN HELPING ALICE (ASSTE LIMITED, INCOME CONSTRAINED, EMPLOYED) HOUSEHOLDS RECEIVE THOUSANDS OF DOLLARS IN ADDITIONAL REFUNDS.
Expenses $144,685 · Revenue $140,428
-
UNITED WAY SOUTH SARASOTA COUNTY'S WOMEN UNITED WAS CREATED TO ENGAGE, EMPOWER AND EDUCATE LOCAL WOMEN INTERESTED IN STRENGHTENING THEIR COMMUNITY THROUGH SELFLESS WORK SUCH AS FUND RAISING, VOLUNTEERING, NETWORKING, AND EDUCATIOAL OPPORTUNITIES.
Expenses $30,708 · Revenue $7,673
As filed on the 2023 return.
Listed in Part VII
-
Barbara CruzBARBARA CRUZ
President & CEO
- Total calculated
- $112,732
- From this org
- $112,732
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Nicole CarneyNICOLE CARNEY
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Sharma FerrugaSHARMA FERRUGA
Chairman
- Total calculated
- $0
- Hours/week
- 10
-
Paddy Padmanabhan
Director
- Total calculated
- $0
- Hours/week
- 0
-
David Waring
Director
- Total calculated
- $0
- Hours/week
- 0
-
Kim Urbuteit
Director
- Total calculated
- $0
- Hours/week
- 0
-
Bill Pollock
Director
- Total calculated
- $0
- Hours/week
- 0
-
Kristen Myers
Director
- Total calculated
- $0
- Hours/week
- 0
-
Stephanie Jones
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jennifer Huber
Director
- Total calculated
- $0
- Hours/week
- 0
-
Julie Friedman
Director
- Total calculated
- $0
- Hours/week
- 0
-
Anna Duffey
Director
- Total calculated
- $0
- Hours/week
- 0
-
Tom Desjarlais
Director
- Total calculated
- $0
- Hours/week
- 2
-
Doug DiVirgilio
Treasurer
- Total calculated
- $0
- Hours/week
- 5
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
-
FAMILY PROMISE OF SARASOTA
$27,000
LOCAL ASSISTANCE ALLOCATION
-
Gulfcoast Legal Services
$25,000
LOCAL ASSISTANCE ALLOCATION
-
NORTH PORT MEALS ON WEELS
$25,000
LOCAL ASSISTANCE ALLOCATION
-
THE SKY FAMILY YMCA
$20,000
LOCAL ASSITANCE ALLOCATION
-
GOOD SAMARITAN PHARMACY
$19,250
LOCAL ASSISTANCE ALLOCATION
-
CHILD PROTECTIVE CENTER
$12,000
LOCAL ASSISTANCE ALLOCATION
-
CHARLOTTE HIVAIDS PPL SUPPOR
$10,500
LOCAL ASSISTANCE ALLOCATION
-
Literacy Volunteers of South
$10,000
LOCAL ASSISTANCE ALLOCATION
-
SALVATION ARMY
$9,000
LOCAL ASSISTANCE ALLOCATION
-
CHILD FIRST INC
$9,000
LOCAL ASSISTANCE ALLOCATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422489349301302
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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