Totals
- Total revenue
- $1,293,449
- Total expenses
- $1,271,278
- Contributions and grants received
- $1,264,258
- Grants paid
- $385,344
- Program service revenue
- $7,650
- Investment income
- $7,182
- Other revenue
- $14,359
- Total assets, end of year
- $1,654,098
- Total liabilities, end of year
- $672,644
- Net assets or fund balances, end of year
- $981,454
- Program services expenses (Part IX)
- $1,069,880
- Management and general expenses
- $74,466
- Fundraising expenses
- $126,932
- Program service expenses (Part III)
- $1,069,880
Program services were 84.2% 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.
-
1c · Fundraising events
$18,021
-
1f · All other contributions, gifts and grants
$1,246,237
-
1g · Noncash contributions included above
$72,451
-
2a · Program service revenue: RENTAL INCOME
total $7,650 · related or exempt $7,650
-
3 · Investment income
total $3,641 · excluded $3,641
-
7a · Gross sales of assets other than inventory
other assets $7,460
-
7b · Less cost or other basis and sales expenses
other assets $3,919
-
7c · Gain or loss
other assets $3,541
-
7d · Net gain or loss
total $3,541 · related or exempt $3,541
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$18,021
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: BAD DEBT RECOVERY
total $14,359 · related or exempt $14,359
-
11e · Other revenue, total
$14,359
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $385,344 · program services $385,344
-
5 · Compensation of officers, directors and key employees
total $87,318 · program services $70,790 · management and general $5,785 · fundraising $10,743
-
7 · Other salaries and wages
total $323,725 · program services $262,450 · management and general $21,446 · fundraising $39,829
-
9 · Other employee benefits
total $22,578 · program services $19,656 · management and general $1,023 · fundraising $1,899
-
10 · Payroll taxes
total $30,252 · program services $25,234 · management and general $1,756 · fundraising $3,262
-
11g · Fees: other
total $51,752 · program services $34,659 · management and general $6,720 · fundraising $10,373
-
12 · Advertising and promotion
total $32,375 · program services $24,944 · fundraising $7,431
-
13 · Office expenses
total $160,199 · program services $110,355 · management and general $19,938 · fundraising $29,906
-
16 · Occupancy
total $39,426 · program services $32,364 · management and general $3,531 · fundraising $3,531
-
17 · Travel
total $17,458 · program services $14,102 · management and general $1,343 · fundraising $2,013
-
19 · Conferences, conventions and meetings
total $16,332 · program services $11,354 · management and general $1,991 · fundraising $2,987
-
22 · Depreciation, depletion and amortization
total $10,035 · program services $9,032 · management and general $502 · fundraising $501
-
23 · Insurance
total $16,297 · program services $12,348 · management and general $1,580 · fundraising $2,369
-
24a · Other expenses: FINANCIAL ASSISTANCE
total $21,213 · program services $21,213
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $21,160 · program services $15,966 · management and general $2,597 · fundraising $2,597
-
24c · Other expenses: DUES
total $17,709 · program services $8,855 · management and general $3,542 · fundraising $5,312
-
24d · Other expenses: TELEPHONE
total $10,099 · program services $7,091 · management and general $1,203 · fundraising $1,805
-
24e · All other expenses
total $8,006 · program services $4,123 · management and general $1,509 · fundraising $2,374
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $570,700 · end of year $1,040,596
-
2 · Savings and temporary cash investments
beginning of year $431,288 · end of year $118,318
-
3 · Pledges and grants receivable
beginning of year $546,558 · end of year $233,609
-
4 · Accounts receivable
end of year $127,026
-
10a · Land, buildings and equipment: cost or other basis
$434,818
-
10b · Land, buildings and equipment: accumulated depreciation
$300,269
-
10c · Land, buildings and equipment, net
beginning of year $148,503 · end of year $134,549
-
17 · Accounts payable and accrued expenses
beginning of year $435,145 · end of year $31,042
-
18 · Grants payable
end of year $380,000
-
19 · Deferred revenue
beginning of year $288,188 · end of year $244,169
-
25 · Other liabilities
beginning of year $14,433 · end of year $17,433
-
27 · Net assets without donor restrictions
beginning of year $288,867 · end of year $287,357
-
28 · Net assets with donor restrictions
beginning of year $670,416 · end of year $694,097
Mission and programs · 2023
Mission
OUR MISSION IS TO UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES.
Activities or mission (Part I)
UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES.
-
UWEC FACILITATES A COMMUNITY INVESTMENT PROCESS TO DISTRIBUTE UNDESIGNATED DONOR CONTRIBUTIONS TO NON-PROFITS SERVING OKALOOSA AND WALTON COUNTIES IN THE AREAS OF HEALTH, EDUCATION, AND ECONOMIC MOBILITY. TRAINED VOLUNTEERS REVIEW GRANT APPLICATIONS AND RECOMMEND FUNDING LEVELS TO UWEC'S BOARD OF DIRECTORS. IN THE REPORTING YEAR, THE BOARD OF DIRECTORS APPROVED FUNDING TO 23 PROGRAMS. THE AMOUNTS ALLOCATED TO THESE AGENCIES RANGED FROM $5,000 TO $32,411. SERVICES PROVIDED BY THESE AGENCIES INCLUDE HUNGER RELIEF PROGRAMS, MEDICAL CARE, HIGH-QUALITY CHILDCARE AND LEARNING, AND EMERGENCY SHELTER OR HOUSING SUPPORTS.
Expenses $688,527 · Grants $385,344
-
UWEC'S WOMEN UNITED ENGAGES DONORS IN UWEC'S WORK TO STRENGTHEN OKALOOSA AND WALTON COUNTIES. WOMEN UNITED SUPPORT UWEC THROUGH PHILANTHROPIC EFFORTS, NETWORKING, VOLUNTEERISM, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. THEY LEAD TWO EMPOWHER WORKSHOPS A YEAR, PROVIDING MENTAL HEALTH SERVICES AND SUPPORTS TO HIGH SCHOOL STUDENTS. THEY ALSO BUILT CRISIS KITS WHICH WERE SHARED WITH MENTAL HEALTH COUNSELORS AT 10 TITLE I SCHOOLS, PROVIDING CRITICAL RESOURCES TO SUPPORT STUDENTS DURING CHALLENGING TIMES.
Expenses $235,110
-
UWEC LEADS SEVERAL VOLUNTEER PROGRAMS TO ENGAGE INDIVIDUALS, COMPANIES, AND GROUPS IN MEANINGFUL SERVICE OPPORTUNITIES. FROM ONE DAY EVENTS, SUCH AS DAY OF CARING, TO ONGOING OPPORTUNITIES THROUGH RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP), OR READINGPALS, MORE THAN 3,500 VOLUNTEERS WERE PLACED WITHIN UWEC PROGRAMS, AT OTHER NON-PROFITS, AND SCHOOLS TO PREPARE CHILDREN FOR LIFELONG LEARNING, PROVIDE NUTRITION PROGRAMS, AND SUPPORT MENTAL HEALTH SERVICES.
Expenses $146,243
-
RENTAL INCOME AT LESS THAN FAIR MARKET VALUE FROM A SUPPORTED ORGANIZATION AND OTHER PROGRAM RELATED INCOME.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Thomas EveridgeTHOMAS EVERIDGE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.25
-
Jason FulghumJASON FULGHUM
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kim CoxKIM COX
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.25
-
Matthew ZasadaMATTHEW ZASADA
TREASURER/VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sheila FitzgeraldSHEILA FITZGERALD
IMPACT CHAIR
- Total calculated
- $0
- Hours/week
- 0.25
-
Robin ShawROBIN SHAW
IMPACT VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.25
-
Samantha SmithSAMANTHA SMITH
COMMUNITY IMPACT CHAIR
- Total calculated
- $0
- Hours/week
- 0.25
-
Alan GiesemanALAN GIESEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Alexis TibbettsALEXIS TIBBETTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Bernard JohnsonBERNARD JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Caroline BurrisCAROLINE BURRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Jenni BrunsonJENNI BRUNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Steve HortonSTEVE HORTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Tracy JohnsonTRACY JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Clint AdenCLINT ADEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Darra FlanaganDARRA FLANAGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Hong PotomskiHONG POTOMSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Jessica LeavinsJESSICA LEAVINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Laurie GuzmanLAURIE GUZMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Pamela ClarkePAMELA CLARKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Susan RimsaSUSAN RIMSA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.25
-
Kelly JasenKELLY JASEN
PRESIDENT & CEO
- Total calculated
- $87,318
- From this org
- $87,318
- From related orgs
- $0
- Other
- $0
- Hours/week
- 48
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
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
CRESTVIEW AREA SHELTER FOR THE HOMELESS
$0
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
ELDER SERVICES OF OKALOOSA COUNTY
$0
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521359349307112
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.