Form 990 for tax year 2022

Filed by UNITED WAY OF CITRUS COUNTY INC.

What the amendment changed

Compared with the return it replaced , filed 26 April 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue: $0 changed to $670,469
Total expenses: $0 changed to $509,936
Contributions and grants received: $0 changed to $633,563
Investment income: $0 changed to $4,778
Other revenue: $0 changed to $32,128
Total assets, end of year: $0 changed to $619,617
Total liabilities, end of year: $0 changed to $76,668
Net assets or fund balances, end of year: $0 changed to $542,949
Program services expenses: $0 changed to $321,063
Management and general expenses: $0 changed to $162,096
Fundraising expenses: $0 changed to $26,777
Program service expenses (Part III): $0 changed to $321,063

Listed only on the earlier return

none

Listed only on the later return

ALAN TEDRICK
ANGELA JOHNSON-WEGZYN
ANTHONY HOLTE
ANTHONY SEGUIN
CHRIS DELGADO
CHRIS MESTROVICH
CRAIG STEVENS
CREGG DALTON
GARY STEELE
GENE MCGEE
JASON PARRISH
LISA NUMMI
MIKE MCCARTHY
MIKE WOOD
MISSY SLANKER
STEVE SHAW
THERESSA FOSTER WEST
TOM GOTTERUP
TOMIKA SPIRES-HANNSEN

Totals

Total revenue: $670,469
Total expenses: $509,936
Contributions and grants received: $633,563
Grants paid: $0
Program service revenue: $0
Investment income: $4,778
Other revenue: $32,128
Total assets, end of year: $619,617
Total liabilities, end of year: $76,668
Net assets or fund balances, end of year: $542,949
Program services expenses (Part IX): $321,063
Management and general expenses: $162,096
Fundraising expenses: $26,777
Program service expenses (Part III): $321,063

Program services were 63.0% 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)

$134,012
1f · All other contributions, gifts and grants

$499,551
3 · Investment income

total $4,778 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$65,549
8b · Fundraising events: direct expenses

$33,421
8c · Net income from fundraising events

total $32,128 · unrelated business $0 · excluded $32,128
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

7 · Other salaries and wages

total $212,580 · program services $126,698 · management and general $64,014 · fundraising $21,868
11b · Fees: legal

total $74,170 · program services $42,269 · management and general $31,743 · fundraising $158
12 · Advertising and promotion

total $7,018 · program services $4,130 · management and general $2,037 · fundraising $851
13 · Office expenses

total $31,610 · program services $6,162 · management and general $23,645 · fundraising $1,803
16 · Occupancy

total $20,064 · program services $0 · management and general $20,064 · fundraising $0
17 · Travel

total $2,015 · program services $2,015 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $1,119 · program services $1,007 · management and general $112 · fundraising $0
20 · Interest

total $12 · program services $0 · management and general $12 · fundraising $0
22 · Depreciation, depletion and amortization

total $808 · program services $0 · management and general $808 · fundraising $0
23 · Insurance

total $5,976 · program services $0 · management and general $5,659 · fundraising $317
24e · All other expenses

total $154,564 · program services $138,782 · management and general $14,002 · fundraising $1,780

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $359,177 · end of year $444,269
4 · Accounts receivable

beginning of year $61,451 · end of year $17,369
9 · Prepaid expenses and deferred charges

beginning of year $18,274 · end of year $15,729
10a · Land, buildings and equipment: cost or other basis

$53,028
10b · Land, buildings and equipment: accumulated depreciation

$52,559
10c · Land, buildings and equipment, net

beginning of year $1,277 · end of year $469
15 · Other assets

end of year $141,781
17 · Accounts payable and accrued expenses

beginning of year $19,810 · end of year $25,052
25 · Other liabilities

end of year $51,616
27 · Net assets without donor restrictions

beginning of year $338,954 · end of year $436,260
28 · Net assets with donor restrictions

beginning of year $81,415 · end of year $106,689

Mission and programs · 2022

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE PEOPLE OF CITRUS COUNTY THORUGH INVOLVEMENT WITH TARGETED COMMUNITY INITIATIVES.

THE REHOUSING PROGRAM ASSISTS HOMELESS FAMILIES BY OFFERING SUPPORT TO ELIGIBLE CLIENTS. ASSISTANCE WAS PROVIDED FOR MOVE-IN FEES IF NEEDED, MONTHLY RENT, AND UTILITIES. EACH FAMILY WAS CASE-MANAGED MONTHLY, MORE IF NEEDED, FOR THE DURATION OF THEIR PROGRAM INROLLMENT. DURING THE CASE MANAGEMENT SESSIONS, BILLS WERE REVIEWED AND BUDGETS WERE CREATED TO HELP THE FAMILIES BECOME SELF-SUSTAINABLE.

Expenses $7,072
THE READING PALS PROGRAM PROVIDES MENTORING TO PREKINDERGARTEN AND KINDERGARTEN STUDENTS THROUGOUT THE COUNTY. THESE STUDENTS RECEIVE ADDITIONAL HOURS OF LITERACY INSTRUCTION FROM TRAINED VOLUNTEEERS WHO PROVIDE TAKE-HOME BOOKS FOR PRACTICE.

Expenses $29,574
MISSION UNITED SERVES CITRUS COUNTY VETERANS, MOST OF WHOM ARE ON A FIXED INCOME, BY ASSISTING THEM WITH MEDICAL NEEDS, HOME REPAIRS, RENT, AND VEHICLE MAINTENANCE. VETERANS ALSO RECEIVED ADMINISTRATIVE ASSISTANCE NAVIGATING THE VA SYSTEM, RETRIEVING FORMS AND DOCUMENTS, AND SEARCHING FOR JOBS WHEN NEEDED.

Expenses $284,417

As filed on the 2022 return.

Listed in Part VII

ANTHONY HOLTE

CHAIR

Total calculated

$0
CREGG DALTON

VICE CHAIR

Total calculated

$0
CHRIS MESTROVICH

SECRETARY

Total calculated

$0
THERESSA FOSTER WEST

TREASURER

Total calculated

$0
CHRIS DELGADO

BOARD MEMBER

Total calculated

$0
TOM GOTTERUP

BOARD MEMBER

Total calculated

$0
ANGELA JOHNSON-WEGZYN

BOARD MEMBER

Total calculated

$0
JASON PARRISH

BOARD MEMBER

Total calculated

$0
STEVE SHAW

BOARD MEMBER

Total calculated

$0
TOMIKA SPIRES-HANNSEN

BOARD MEMBER

Total calculated

$0
ALAN TEDRICK

BOARD MEMBER

Total calculated

$0
MIKE MCCARTHY

BOARD MEMBER

Total calculated

$0
ANTHONY SEGUIN

BOARD MEMBER

Total calculated

$0
MISSY SLANKER

BOARD MEMBER

Total calculated

$0
GENE MCGEE

BOARD MEMBER

Total calculated

$0
LISA NUMMI

BOARD MEMBER

Total calculated

$0
MIKE WOOD

BOARD MEMBER

Total calculated

$0
GARY STEELE

BOARD MEMBER

Total calculated

$0
CRAIG STEVENS

BOARD MEMBER

Total calculated

$0

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

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 9 May 2025
IRS schema version: 2022v5.0
Source object: 202531609349300213

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