Form 990 for tax year 2025
Filed by UNITED WAY OF SOUTH SARASOTA COUNTY INC.
Totals
- Total revenue
- $2,408,045
- Total expenses
- $3,220,687
- Contributions and grants received
- $422,770
- Grants paid
- $155,962
- Program service revenue
- $1,909,139
- Investment income
- $56,152
- Other revenue
- $19,984
- Total assets, end of year
- $1,196,614
- Total liabilities, end of year
- $898,660
- Net assets or fund balances, end of year
- $297,954
- Program services expenses (Part IX)
- $2,597,088
- Management and general expenses
- $316,377
- Fundraising expenses
- $307,222
- Program service expenses (Part III)
- $3,218,698
Program services were 80.6% 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
$422,770
-
2a · Program service revenue: Hurricane Ian
total $143,692 · related or exempt $143,692
-
2b · Program service revenue: Long Term Recovery Group
total $951,727 · related or exempt $951,727
-
2c · Program service revenue: Hurricane Milton
total $93,500 · related or exempt $93,500
-
2d · Program service revenue: Hurricane Debby- Helene
total $310,310 · related or exempt $310,310
-
2e · Program service revenue: VITA
total $125,140 · related or exempt $125,140
-
2f · All other program service revenue
total $284,770 · related or exempt $284,770
-
3 · Investment income
total $56,152 · related or exempt $56,152
-
6a · Gross rents
real property $35,500
-
6b · Less rental expenses
real property $29,121
-
6c · Rental income or loss
real property $6,379
-
6d · Net rental income or loss
total $6,379 · unrelated business $6,379
-
8a · Fundraising events: gross income
$42,123
-
8b · Fundraising events: direct expenses
$38,580
-
8c · Net income from fundraising events
total $3,543
-
11a · Other revenue: Rebates
total $10,062 · related or exempt $10,062
-
11e · Other revenue, total
$10,062
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $155,962 · program services $155,962
-
5 · Compensation of officers, directors and key employees
total $139,496 · program services $13,950 · management and general $68,353 · fundraising $57,193
-
7 · Other salaries and wages
total $1,522,644 · program services $1,244,299 · management and general $116,021 · fundraising $162,324
-
11c · Fees: accounting
total $14,950 · program services $14,950
-
13 · Office expenses
total $240,499 · program services $93,324 · management and general $59,470 · fundraising $87,705
-
22 · Depreciation, depletion and amortization
total $56,292 · management and general $56,292
-
23 · Insurance
total $3,096 · management and general $3,096
-
24a · Other expenses: Donor Development
total $23,840 · program services $23,840
-
24b · Other expenses: Program expenses
total $1,050,763 · program services $1,050,763
-
24c · Other expenses: Telephone
total $13,145 · management and general $13,145
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $102,775 · end of year $34,513
-
2 · Savings and temporary cash investments
beginning of year $69,511 · end of year $789,283
-
3 · Pledges and grants receivable
end of year $139,140
-
9 · Prepaid expenses and deferred charges
beginning of year $19,485
-
10a · Land, buildings and equipment: cost or other basis
$355,223
-
10b · Land, buildings and equipment: accumulated depreciation
$195,497
-
10c · Land, buildings and equipment, net
beginning of year $165,225 · end of year $159,726
-
15 · Other assets
beginning of year $1,250,656 · end of year $73,952
-
17 · Accounts payable and accrued expenses
beginning of year $94,994 · end of year $41,185
-
19 · Deferred revenue
beginning of year $624,948 · end of year $336,696
-
25 · Other liabilities
end of year $520,779
-
27 · Net assets without donor restrictions
beginning of year $887,710 · end of year -$231,283
-
28 · Net assets with donor restrictions
end of year $529,237
Mission and programs · 2025
Mission
See Schedule O
Activities or mission (Part I)
the United Way has adopted a modern model transitioning to a model that embraces providing direct services to those in need in the local area of Venice Florida The organization partners with Sarasota County Sheriffs Taskforce VITA with the IRS and Sarasota County Emgcy
-
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 moderate income taxpayers. These services are provided at a variety of public locations such as libraries, schools and neighborhood centers in high need areas. VITA has been instrumental in helping ALICE (asset limited, income constrained, employed) Households receive thousands of dollars in additional refunds.
Expenses $115,057 · Revenue $125,140
-
Funding allocations to local United Way agencies providing Human services to Venice, Englewood, North Port, Nokomis, Laurel and Osprey Florida. These allocations include Long Term Recovery Group.
Expenses $3,103,641 · Revenue $2,191,254
As filed on the 2025 return.
Listed in Part VII
-
Barbara CruzBARBARA CRUZ
President CEO
- Total calculated
- $139,496
- From this org
- $139,496
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Doug DivirgilioDOUG DIVIRGILIO
Board Chair
- Total calculated
- $0
- Hours/week
- 10
-
Kristen MyersKRISTEN MYERS
VP and Governance Chai
- Total calculated
- $0
- Hours/week
- 10
-
Sandra DipentimaSANDRA DIPENTIMA
Treasurer
- Total calculated
- $0
- Hours/week
- 10
-
Jennifer HuberJENNIFER HUBER
Director
- Total calculated
- $0
- Hours/week
- 5
-
Debbie RileyDEBBIE RILEY
Director
- Total calculated
- $0
- Hours/week
- 5
-
Michelle ShiverMICHELLE SHIVER
Director
- Total calculated
- $0
- Hours/week
- 5
-
Melissa SpecialeMELISSA SPECIALE
Director
- 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
-
North Port Meals on Wheels
$25,000
Local Assistance Allocatio
-
Good Samaritan Pharmacy
$25,000
Local Assistance Allocatio
-
Family Promise of Sarasota
$20,000
Local Assistance Allocatio
-
Literacy Volunteers
$20,000
Local Assistance Allocatio
-
On the Spot Aid
$20,000
Local Assistance Allocatio
-
Twig Boutique
$15,000
Local Assistance Allocatio
-
CHAPS Food and Hygiene Pan
$15,000
Local Assistance Allocatio
-
Teen Court of Sarasota
$8,000
Local Assistance Allocatio
-
Venice Area Mobile Meals
$5,000
Local Assistance Allocatio
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 27 June 2026
- IRS schema version
- 2025v4.2
- Source object
- 202611789349300106
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