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Nonprofiteer
← UNITED WAY OF CHARLOTTE COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF CHARLOTTE COUNTY INC.

Totals

Total revenue
$4,100,835
Total expenses
$3,102,192
Contributions and grants received
$4,081,144
Grants paid
$2,421,293
Program service revenue
$0
Investment income
$5,827
Other revenue
$13,864
Total assets, end of year
$2,702,325
Total liabilities, end of year
$610,230
Net assets or fund balances, end of year
$2,092,095
Program services expenses (Part IX)
$2,844,971
Management and general expenses
$148,369
Fundraising expenses
$108,852
Program service expenses (Part III)
$2,844,971

Program services were 91.7% 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.

  • 1e · Government grants (contributions)

    $784,000

  • 1f · All other contributions, gifts and grants

    $3,297,144

  • 1g · Noncash contributions included above

    $49,817

  • 3 · Investment income

    total $5,827 · related or exempt $5,827

  • 6a · Gross rents

    real property $13,200

  • 6c · Rental income or loss

    real property $13,200

  • 6d · Net rental income or loss

    total $13,200 · related or exempt $13,200

  • 11a · Other revenue: OTHER REVENUE

    total $664 · related or exempt $664

  • 11e · Other revenue, total

    $664

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,103,697 · program services $1,103,697

  • 2 · Grants to domestic individuals

    total $1,317,596 · program services $1,317,596

  • 7 · Other salaries and wages

    total $254,336 · program services $139,885 · management and general $63,584 · fundraising $50,867

  • 9 · Other employee benefits

    total $31,794 · program services $17,487 · management and general $7,749 · fundraising $6,558

  • 10 · Payroll taxes

    total $21,553 · program services $11,854 · management and general $5,388 · fundraising $4,311

  • 11c · Fees: accounting

    total $14,715 · program services $3,679 · management and general $11,036

  • 12 · Advertising and promotion

    total $29,139 · program services $10,199 · management and general $8,741 · fundraising $10,199

  • 13 · Office expenses

    total $14,752 · program services $3,688 · management and general $9,588 · fundraising $1,476

  • 16 · Occupancy

    total $19,433 · program services $13,603 · management and general $4,858 · fundraising $972

  • 17 · Travel

    total $1,186 · management and general $1,186

  • 19 · Conferences, conventions and meetings

    total $1,634 · management and general $1,634

  • 20 · Interest

    total $11,986 · program services $8,390 · management and general $2,997 · fundraising $599

  • 22 · Depreciation, depletion and amortization

    total $19,042 · program services $13,329 · management and general $4,761 · fundraising $952

  • 23 · Insurance

    total $3,286 · program services $1,260 · management and general $1,216 · fundraising $810

  • 24a · Other expenses: PROGRAM EXPENSE

    total $147,663 · program services $147,663

  • 24b · Other expenses: DONATED SERVICES

    total $49,817 · program services $49,817

  • 24c · Other expenses: CAMPAIGN EXPENSE

    total $29,284 · fundraising $29,284

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $28,327 · program services $2,824 · management and general $22,679 · fundraising $2,824

  • 24e · All other expenses

    total $2,952 · management and general $2,952

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $757,395 · end of year $1,659,540

  • 3 · Pledges and grants receivable

    beginning of year $179,629 · end of year $177,249

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,281 · end of year $12,807

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

    $724,056

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

    $293,096

  • 10c · Land, buildings and equipment, net

    beginning of year $441,955 · end of year $430,960

  • 15 · Other assets

    end of year $421,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,131 · end of year $2,497

  • 18 · Grants payable

    beginning of year $387,973 · end of year $381,903

  • 23 · Secured mortgages and notes payable

    beginning of year $229,139 · end of year $197,502

  • 25 · Other liabilities

    beginning of year $109,490 · end of year $28,328

  • 27 · Net assets without donor restrictions

    beginning of year $579,847 · end of year $2,046,060

  • 28 · Net assets with donor restrictions

    beginning of year $76,680 · end of year $46,035

Mission and programs · 2022

Mission

MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.

  • COMMUNITY IMPACT ALLOCATIONS - TRAINED VOLUNTEERS VISIT PROGRAM SITES AND REVIEW PROGRAM APPLICATIONS SO THEY ARE ABLE TO ALLOCATE FUNDS BASED ON THE REQUESTING AGENCY'S EFFECTIVENESS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. UNITED WAY OF CHARLOTTE COUNTY CONTINUALLY MONITORS PRESSING NEEDS AND BEST PRACTICES, IDENTIFIES AND MEASURES PROGRAM OUTCOMES, AND PARTICIPATES WITH COMMUNITY-WIDE PLANNING GROUPS TO COORDINATE IMPACT.

    Expenses $1,313,468 · Grants $1,103,697

  • SEASON OF SHARING AND OTHER ASSISTANCE GRANTS - UNITED WAY SERVES AS THE ONLY SEASON OF SHARING FISCAL AGENT IN CHARLOTTE COUNTY TO PROVIDE ASSISTANCE FOR RENT/MORTGAGE AND UTILITY BILLS IN ITS EFFORTS TO PREVENT HOMELESSNESS AMONG THE COMMUNITY'S WORKING POOR. UNITED WAY WORKS IN PARTNERSHIP WITH CHURCH AND NON-PROFIT AGENCIES WHO HAVE TRAINED CASEWORKERS TO MAKE THE REFERRALS WHILE AT THE SAME TIME PROVIDING OTHER SERVICES FROM WHICH THE RECIPIENTS MIGHT BENEFIT. FUNDING IS PROVIDED VIA THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AND OTHER GRANTS. 100% OF THESE FUNDS GO TO CHARLOTTE COUNTY FAMILIES.

    Expenses $1,317,596 · Grants $1,317,596

  • COLLECTIVE IMPACT INITIATIVE - A COLLECTIVE IMPACT MANAGER OVERSEES UNITED WAY'S SIX COLLABORATIVE PROGRAMS. THESE PROGRAMS FEATURE SHARED CLIENT AND SHARED OUTCOMES OVER TIME. THE MANAGER EVALUATES, ASSESSES, AND MEASURES THE COLLECTIVE IMPACT, FOCUSING ON PROGRAM ACTIVITIES AND MONITORING KEY INDICATORS AND OUTCOMES, ASSURING STRONG DATA REPORTING AND CONTINOUS COMMUNICATION. THIS WORK IS FUNDED BY COMMUNITY GRANTS.

    Expenses $59,639

  • OPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCE

    Expenses $154,268

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Angie Matthiessen

    EXECUTIVE DI

    Total calculated
    $85,642
    From this org
    $85,642
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Joseph Bender

    DIRECTOR

    Total calculated
    $0

  • Kristin Cardona

    DIRECTOR

    Total calculated
    $0

  • Fred Cort

    PRESIDENT-EL

    Total calculated
    $0

  • Marcia Cullinan

    DIRECTOR

    Total calculated
    $0

  • Steve Curasco

    TREASURER

    Total calculated
    $0

  • Austin Dodd

    DIRECTOR

    Total calculated
    $0

  • Erin Gant

    DIRECTOR

    Total calculated
    $0

  • Charlotte Miller

    PRESIDENT

    Total calculated
    $0

  • Kaley Miller

    DIRECTOR

    Total calculated
    $0

  • Nick Nemec

    DIRECTOR

    Total calculated
    $0

  • Julie Price

    DIRECTOR

    Total calculated
    $0

  • Melissa Reichert

    DIRECTOR

    Total calculated
    $0

  • Cara Reynolds

    DIRECTOR

    Total calculated
    $0

  • Liz Sides

    DIRECTOR

    Total calculated
    $0

  • Claudette Smith

    DIRECTOR

    Total calculated
    $0

  • Kay Tracy

    DIRECTOR

    Total calculated
    $0

  • Kathryn Wallace

    DIRECTOR

    Total calculated
    $0

  • Bob White

    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

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 September 2023
IRS schema version
2022v5.0
Source object
202312719349301906

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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