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Nonprofiteer
← UNITED WAY OF CITRUS COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF CITRUS COUNTY INC.

What the amendment changed

Compared with the return it replaced , filed 17 November 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 $824,256
Total expenses
$0 changed to $690,536
Contributions and grants received
$0 changed to $756,118
Investment income
$0 changed to $13,604
Other revenue
$0 changed to $54,534
Total assets, end of year
$0 changed to $745,182
Total liabilities, end of year
$0 changed to $68,513
Net assets or fund balances, end of year
$0 changed to $676,669
Program services expenses
$0 changed to $448,835
Management and general expenses
$0 changed to $193,249
Fundraising expenses
$0 changed to $48,452
Program service expenses (Part III)
$0 changed to $448,835

Listed only on the earlier return

  • JAMEN MONBARREN
  • TOMIKA SPIERS-HANSSEN

Listed only on the later return

  • ANTHONY HOLTE
  • ANTHONY SEGUIN
  • GARY STEELE
  • LISA NUMMI
  • MIKE MCCARTHY
  • TOMIKA SPIRES-HANSSEN

Listed under a different title

  • CREGG DALTON: CHAIR then VICE CHAIR

Totals

Total revenue
$824,256
Total expenses
$690,536
Contributions and grants received
$756,118
Grants paid
$0
Program service revenue
$0
Investment income
$13,604
Other revenue
$54,534
Total assets, end of year
$745,182
Total liabilities, end of year
$68,513
Net assets or fund balances, end of year
$676,669
Program services expenses (Part IX)
$448,835
Management and general expenses
$193,249
Fundraising expenses
$48,452
Program service expenses (Part III)
$448,835

Program services were 65.0% 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.

  • 1f · All other contributions, gifts and grants

    $756,118

  • 3 · Investment income

    total $13,604 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $71,595

  • 8b · Fundraising events: direct expenses

    $17,061

  • 8c · Net income from fundraising events

    total $54,534 · unrelated business $0 · excluded $54,534

  • 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 $225,280 · program services $100,907 · management and general $81,072 · fundraising $43,301

  • 11b · Fees: legal

    total $66,542 · program services $38,199 · management and general $25,929 · fundraising $2,414

  • 12 · Advertising and promotion

    total $5,245 · program services $2,728 · management and general $2,442 · fundraising $75

  • 13 · Office expenses

    total $28,229 · program services $3,694 · management and general $23,822 · fundraising $713

  • 16 · Occupancy

    total $17,322 · program services $729 · management and general $16,593 · fundraising $0

  • 17 · Travel

    total $1,406 · program services $405 · management and general $1,001 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $1,953 · program services $0 · management and general $1,953 · fundraising $0

  • 22 · Depreciation, depletion and amortization

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

  • 23 · Insurance

    total $5,316 · program services $0 · management and general $5,316 · fundraising $0

  • 24a · Other expenses: BANK AND CREDIT CARD FEES

    total $1,322 · program services $0 · management and general $1,057 · fundraising $265

  • 24b · Other expenses: AWARDS AND GRANTS

    total $243,975 · program services $243,878 · management and general $97 · fundraising $0

  • 24c · Other expenses: LEASE EXPENSE

    total $2,064 · program services $0 · management and general $2,064 · fundraising $0

  • 24d · Other expenses: MEETING EXPENSE

    total $8,743 · program services $2,553 · management and general $4,932 · fundraising $1,258

  • 24e · All other expenses

    total $82,331 · program services $55,742 · management and general $26,163 · fundraising $426

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $444,269 · end of year $447,976

  • 2 · Savings and temporary cash investments

    end of year $100,000

  • 4 · Accounts receivable

    beginning of year $17,369 · end of year $30,211

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,729 · end of year $14,972

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

    $54,699

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

    $53,367

  • 10c · Land, buildings and equipment, net

    beginning of year $469 · end of year $1,332

  • 15 · Other assets

    beginning of year $141,781 · end of year $150,691

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,052 · end of year $23,904

  • 25 · Other liabilities

    beginning of year $51,616 · end of year $44,609

  • 27 · Net assets without donor restrictions

    beginning of year $436,260 · end of year $490,002

  • 28 · Net assets with donor restrictions

    beginning of year $106,689 · end of year $186,667

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

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

  • UNITED WAY PROVIDE DIRECT ASSISTANCE TO ALICE HOUSEHOLDS-WORKING INDIVIDUALS AND FAMILIES WHO EARN ABOVE THE FEDERAL POVERTY LEVEL BUT STRUGGLE TO AFFORD BASIC NECESSITIES. ASSISTANCE INCLUDED RENT AND UTILITY PAYMENTS, EMERGENCY HOUSING STABILIZATION, AND ESSENTIAL NEEDS SUPPORT. THROUGH THIS PROGRAM, WE HELPED PREVENT EVICTIONS, UTILITY DISCONNECTIONS, AND FINANCIAL CRISES FOR LOCAL FAMILIES. BY STABILIZING HOUSEHOLDS DURING TIMES OF HARDSHIP, WE STRENGTHENED FAMILY SECURITY AND REDUCED LONG-TERM DEPENDENCY ON EMERGENCY SERVICES.

    Expenses $98,080

  • UNITED WAY MOBILIZES RESOURCES DURING NATURAL DISASTERS AND COMMUNITY EMERGENCIES TO PROVIDE BOTH IMMEDIATED RELIEF AND LONG-TERM RECOVERY SUPPORT. ASSISTANCE INCLUDES EMERGENCY FINANCIAL AID, COORDINATION OF VOLUNTEER EFFORTS, AND COLLABORATION WITH LOCAL PARTNERS TO ADDRESS UNMET NEEDS FOLLOWING DISASTERS. DURING THE CURRENT REPORTING PERIOD, UNITED WAY ESTABLISHED THE COUNTYS LONG-TERM RECOVERY GROUP (LTRG), BRINGING TOGETHER NONPROFIT AGENCIES, FAITH-BASED ORGANIZATIONS, GOVERNMENT PARTNERS, AND COMMUNITY STAKEHOLDERS TO COORDINATE DISASTER CASE MANAGEMENT AND RECOVERY RESOURSES. THE FORMATION OF THE LTRG STRENTHENED THE COMMUNITYS CAPACITY TO RESPOND TO FUTURE DISASTERS, REDUCED DUPLICATION OF SERVICES, AND ENSURED THAT VULNERABLE RESIDENTS RECEIVE SUSTAINED RECOVERY SUPPORT BEYOND INITIAL EMERGENCY RESPONSE.

    Expenses $131,369

  • UNITED WAY FUNDS AND SUPPORTS THE 211 INFORMATION AND REFERRAL SERVICE FOR OUR COMMUNITY, CONNECTING RESIDENTS TO CRITICAL RESOURCES INCLUDING FOOD, HOUSING, HEALTHCARE, MENTAL HEALTH SERVICES, AND DISASTER ASSISTANCE. THE 211 HELPLINE PROVIDES FREE, CONFIDENTIAL SUPPORT 24/7. BY INVESTING IN THIS CENTRALIZED ACCESS POINT, WE ENSURE THAT INDIVIDUALS IN CRISIS CAN QUICKLY FIND VERIFIED LOCAL ASSISTANCE AND AVOID UNNECESSARY HARDSHIP.

    Expenses $32,892

  • OTHER PROGRAM SERVICES

    Expenses $186,494

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

Listed in Part VII

  • ANTHONY HOLTE

    CHAIR

    Total calculated
    $0

  • ALAN TEDRICK

    TREASURER

    Total calculated
    $0

  • CHRISTINE MESTROVICH

    SECRETARY

    Total calculated
    $0

  • CREGG DALTON

    VICE CHAIR

    Total calculated
    $0

  • GENE MCGEE

    DIRECTOR

    Total calculated
    $0

  • ANGELA JONSON-WEGZYN

    DIRECTOR

    Total calculated
    $0

  • KOURTNEY WORKMAN

    DIRECTOR

    Total calculated
    $0

  • TOM GOTTERUP

    DIRECTOR

    Total calculated
    $0

  • MELISSA SLANKER

    DIRECTOR

    Total calculated
    $0

  • GARY STEELE

    DIRECTOR

    Total calculated
    $0

  • CRAIG STEVENS

    DIRECTOR

    Total calculated
    $0

  • MICHAEL WOOD

    DIRECTOR

    Total calculated
    $0

  • SONYA WARDEN

    DIRECTOR

    Total calculated
    $0

  • JOE CANOVA

    DIRECTOR

    Total calculated
    $0

  • LISA NUMMI

    DIRECTOR

    Total calculated
    $0

  • TOMIKA SPIRES-HANSSEN

    DIRECTOR

    Total calculated
    $0

  • ANTHONY SEGUIN

    DIRECTOR

    Total calculated
    $0

  • MIKE MCCARTHY

    DIRECTOR

    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
2023
Filed
17 November 2024
IRS schema version
2023v6.0
Source object
202640979349301829

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