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Nonprofiteer
← UNITED WAY OF BREVARD COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF BREVARD COUNTY INC.

Totals

Total revenue
$7,828,840
Total expenses
$6,198,231
Contributions and grants received
$7,629,289
Grants paid
$3,020,218
Program service revenue
$0
Investment income
$197,603
Other revenue
$1,948
Total assets, end of year
$9,379,481
Total liabilities, end of year
$3,283,335
Net assets or fund balances, end of year
$6,096,146
Program services expenses (Part IX)
$5,123,714
Management and general expenses
$502,258
Fundraising expenses
$572,259
Program service expenses (Part III)
$5,123,714

Program services were 82.7% 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.

  • 1a · Federated campaigns

    $5,404,714

  • 1e · Government grants (contributions)

    $1,642,997

  • 1f · All other contributions, gifts and grants

    $581,578

  • 1g · Noncash contributions included above

    $312,822

  • 3 · Investment income

    total $197,229 · excluded $197,229

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,539,471

  • 7b · Less cost or other basis and sales expenses

    securities $1,539,097

  • 7c · Gain or loss

    securities $374

  • 7d · Net gain or loss

    total $374 · excluded $374

  • 8a · Fundraising events: gross income

    $27,950

  • 8b · Fundraising events: direct expenses

    $57,501

  • 8c · Net income from fundraising events

    total -$29,551 · excluded -$29,551

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: ADMINISTRATIVE SERVICE FEE

    total $24,499 · related or exempt $24,499

  • 11b · Other revenue: OTHER INCOME

    total $7,000 · related or exempt $7,000

  • 11e · Other revenue, total

    $31,499

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,020,218 · program services $3,020,218

  • 2 · Grants to domestic individuals

    total $0

  • 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 $418,287 · program services $271,926 · management and general $71,783 · fundraising $74,578

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,122,932 · program services $709,268 · management and general $198,691 · fundraising $214,973

  • 8 · Pension plan contributions

    total $67,301 · program services $43,985 · management and general $7,512 · fundraising $15,804

  • 9 · Other employee benefits

    total $211,283 · program services $152,625 · management and general $23,582 · fundraising $35,076

  • 10 · Payroll taxes

    total $120,388 · program services $86,965 · management and general $13,437 · fundraising $19,986

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $14,375 · management and general $14,375

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $21,818 · management and general $21,818

  • 11g · Fees: other

    total $290,436 · program services $131,351 · management and general $99,476 · fundraising $59,609

  • 12 · Advertising and promotion

    total $68,533 · program services $10,695 · management and general $2,960 · fundraising $54,878

  • 13 · Office expenses

    total $39,500 · program services $28,299 · management and general $5,871 · fundraising $5,330

  • 14 · Information technology

    total $74,373 · program services $56,538 · management and general $6,780 · fundraising $11,055

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $184,615 · program services $130,310 · management and general $17,847 · fundraising $36,458

  • 17 · Travel

    total $38,935 · program services $33,006 · management and general $1,722 · fundraising $4,207

  • 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 $95,335 · program services $74,232 · management and general $6,135 · fundraising $14,968

  • 22 · Depreciation, depletion and amortization

    total $3,260 · program services $2,403 · management and general $220 · fundraising $637

  • 23 · Insurance

    total $26,033 · program services $18,505 · management and general $3,806 · fundraising $3,722

  • 24a · Other expenses: IN-KIND EXPENSES

    total $322,974 · program services $322,974

  • 24b · Other expenses: STAFF & VOLUNTEER DEVEL.

    total $26,947 · program services $16,367 · management and general $697 · fundraising $9,883

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $12,362 · program services $7,093 · management and general $1,044 · fundraising $4,225

  • 24d · Other expenses: EQUIP. LEASES & MAINTENANCE

    total $5,689 · program services $3,755 · management and general $1,400 · fundraising $534

  • 24e · All other expenses

    total $12,637 · program services $3,199 · management and general $3,102 · fundraising $6,336

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $567,712 · end of year $1,455,821

  • 2 · Savings and temporary cash investments

    beginning of year $588,584 · end of year $375,352

  • 3 · Pledges and grants receivable

    beginning of year $1,724,446 · end of year $1,595,808

  • 4 · Accounts receivable

    beginning of year $315,898 · end of year $234,610

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $16,325 · end of year $6,888

  • 9 · Prepaid expenses and deferred charges

    beginning of year $36,543 · end of year $16,554

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

    $89,880

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

    $62,588

  • 10c · Land, buildings and equipment, net

    beginning of year $4,482 · end of year $27,292

  • 11 · Investments: publicly traded securities

    beginning of year $3,072,555 · end of year $5,347,316

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,186,632 · end of year $319,840

  • 17 · Accounts payable and accrued expenses

    beginning of year $118,823 · end of year $161,263

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $508,078 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,091,237 · end of year $3,122,072

  • 27 · Net assets without donor restrictions

    beginning of year $4,155,775 · end of year $5,666,771

  • 28 · Net assets with donor restrictions

    beginning of year $639,264 · end of year $429,375

Mission and programs · 2023

Mission

TO BE BREVARD'S LEADER IN MOBILIZING THE CARING POWER OF OUR COMMUNITY.

Activities or mission (Part I)

UNITED WAY IS THE TRUSTED COMMUNITY SOURCE THAT MOBILIZES OUR COMMUNITY TO CARE. ULTIMATELY THIS CREATES A STONGER ECONOMY AND A BETTER PLACE TO LIVE FOR ALL. (see schedule O)

  • UNITED WAY OF BREVARD PARTNER AGENCIES ARE A DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO PROVIDE CRITICAL SERVICES TO OUR COMMUNITY.

    Expenses $3,149,227 · Grants $2,418,838

  • HEALTHY FAMILIES BREVARD IS A PROGRAM DESIGNATED TO PREVENT CHILD ABUSE AND NEGLECT AND PROMOTE HEALTHY CHILD DEVELOPMENT.

    Expenses $1,447,656 · Grants $115,525

  • HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) SUPPORTS LONG-TERM SOLUTIONS TO HOUSING CHALLENGES OF ELIGIBLE PERSONS BY PROVIDING FUNDING FOR EMERGENCY AND TEMPORARY HOUSING NEEDS OF PERSONS WITH HIV/AIDS. FUNDING PROVIDED CRITICAL SERVICES TO IMPROVE ACCESS TO HIV TREATMENT AND HEALTHCARE AND REDUCED THE RISK OF HOMELESSNESS AMONG PEOPLE LIVING WITH HIV/AIDS. UNITED WAY OF BREVARD DISTRIBUTED THESE FUNDS TO AGENCIES SERVING THE ENTIRE COUNTY AND PERFORMED ALL REPORTING TO THE FL DEPARTMENT OF HEALTH. UNITED WAY OF BREVARD WAS ALSO RESPONSIBLE FOR THE MONITORING OF SUBCONTRACTORS PROVIDING DIRECT SERVICE.

    Expenses $526,831 · Grants $485,855

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

Listed in Part VII

  • Caron Partridge

    President

    Total calculated
    $173,971
    From this org
    $157,946
    From related orgs
    $0
    Other
    $16,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,946
    Bonus
    $0
    Other
    $0
    Deferred
    $14,744
    Nontaxable benefits
    $1,281
    Filer's total
    $173,971

  • Robert Rains

    Past President

    Total calculated
    $164,302
    From this org
    $161,016
    From related orgs
    $0
    Other
    $3,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,016
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,286
    Filer's total
    $164,302

  • Emily Orndorff

    Chief Operating Officer

    Total calculated
    $84,232
    From this org
    $78,238
    From related orgs
    $0
    Other
    $5,994
    Hours/week
    40

  • Bart Gaetjens

    Board Chair

    Total calculated
    $0
    Hours/week
    0.8

  • Jackie Barker

    Board Chair-Elect

    Total calculated
    $0
    Hours/week
    0.8

  • Timothy Antonition

    2023 Campaign Chair

    Total calculated
    $0
    Hours/week
    0.8

  • Moses Harvin II

    Vice Chair/Community Impact

    Total calculated
    $0
    Hours/week
    0.8

  • Johnette Gindling

    Vice Chair/Grant-Contract Over

    Total calculated
    $0
    Hours/week
    0.8

  • Robb Morrison

    Treasurer

    Total calculated
    $0
    Hours/week
    0.8

  • Lynda Weatherman

    Past Board Chair

    Total calculated
    $0
    Hours/week
    0.8

  • Laurie Cappelli

    Member at Large

    Total calculated
    $0
    Hours/week
    0.5

  • Jason Fleischman

    Member at Large

    Total calculated
    $0
    Hours/week
    0.5

  • Louis Wilson

    Member at Large

    Total calculated
    $0
    Hours/week
    0.5

  • Ron Capasso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Kristopher Doan

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lindsay Aviles

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Randy Coleman

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Randy Fletcher

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mara Bellaby

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Wes Covell

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ron Fortson

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    0.5

  • Dennis Broughton

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Pam Davis

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Christy Galzerano

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Misty Marot

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Perers

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Christopher McAlpine

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Travis Proctor

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Michele Goodwin

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Mikolajczyk

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Therrin Protze

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Mark J Rendell

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Summerpal Kahlon

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Michele Murrell

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Cordell Rolle

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Larese

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Nappi

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Summit Shah

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lorna Kenna

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dr John Nicklow

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Suzanne Sherman

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Jerry Mamrol

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Owens

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Dedra Sibley

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • David Smith

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Linda Stout

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Kirsten Wilkers

    Director

    Total calculated
    $0
    Hours/week
    0.5

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511339349308131

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