Form 990 for tax year 2022
Filed by TOWN OF PALM BEACH UNITED WAY INC.
Totals
- Total revenue
- $7,675,134
- Total expenses
- $6,922,625
- Contributions and grants received
- $7,510,659
- Grants paid
- $5,301,521
- Program service revenue
- $0
- Investment income
- $164,475
- Other revenue
- $0
- Total assets, end of year
- $18,517,140
- Total liabilities, end of year
- $3,943,600
- Net assets or fund balances, end of year
- $14,573,540
- Program services expenses (Part IX)
- $6,442,355
- Management and general expenses
- $94,413
- Fundraising expenses
- $385,857
- Program service expenses (Part III)
- $6,442,355
Program services were 93.1% 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
$7,510,659
-
1g · Noncash contributions included above
$204,901
-
3 · Investment income
total $384,136 · excluded $384,136
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $1,157,875
-
7b · Less cost or other basis and sales expenses
securities $1,377,536
-
7c · Gain or loss
securities -$219,661
-
7d · Net gain or loss
total -$219,661 · excluded -$219,661
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,301,521 · program services $5,301,521
-
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 $168,000 · program services $84,000 · management and general $16,800 · fundraising $67,200
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $209,350 · program services $104,675 · management and general $20,935 · fundraising $83,740
-
8 · Pension plan contributions
total $56,603 · program services $28,302 · management and general $5,660 · fundraising $22,641
-
9 · Other employee benefits
total $50,422 · program services $27,275 · management and general $2,989 · fundraising $20,158
-
10 · Payroll taxes
total $27,848 · program services $13,925 · management and general $2,784 · fundraising $11,139
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $24,700 · program services $12,350 · management and general $2,470 · fundraising $9,880
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $57,240 · program services $28,802 · management and general $5,687 · fundraising $22,751
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $20,227 · program services $10,113 · management and general $2,023 · fundraising $8,091
-
13 · Office expenses
total $82,388 · program services $41,077 · management and general $8,262 · fundraising $33,049
-
14 · Information technology
total $18,777 · program services $9,388 · management and general $1,878 · fundraising $7,511
-
15 · Royalties
total $0
-
16 · Occupancy
total $27,653 · program services $13,827 · management and general $2,765 · fundraising $11,061
-
17 · Travel
total $3,000 · program services $1,500 · management and general $300 · fundraising $1,200
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $650,467 · program services $576,838 · management and general $14,726 · fundraising $58,903
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $12,696 · program services $6,348 · management and general $1,270 · fundraising $5,078
-
23 · Insurance
total $8,580 · program services $4,290 · management and general $858 · fundraising $3,432
-
24a · Other expenses: In-Kind Special Events
total $85,057 · program services $85,057
-
24b · Other expenses: Dues & Subscriptions
total $62,014 · program services $61,204 · management and general $162 · fundraising $648
-
24c · Other expenses: Donor cultivation
total $19,518 · program services $9,770 · management and general $1,950 · fundraising $7,798
-
24d · Other expenses: Printing and Publications
total $16,745 · program services $8,373 · management and general $1,674 · fundraising $6,698
-
24e · All other expenses
total $19,819 · program services $13,720 · management and general $1,220 · fundraising $4,879
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,615,541 · end of year $6,684,959
-
2 · Savings and temporary cash investments
beginning of year $2,202,073 · end of year $2,257,845
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $137,633 · end of year $197,209
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $10,798 · end of year $17,637
-
10a · Land, buildings and equipment: cost or other basis
$462,620
-
10b · Land, buildings and equipment: accumulated depreciation
$452,825
-
10c · Land, buildings and equipment, net
beginning of year $22,491 · end of year $9,795
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $8,698,016 · end of year $9,349,695
-
17 · Accounts payable and accrued expenses
beginning of year $14,340 · end of year $8,932
-
18 · Grants payable
beginning of year $3,500,950 · end of year $3,934,668
-
27 · Net assets without donor restrictions
beginning of year $6,799,232 · end of year $7,956,354
-
28 · Net assets with donor restrictions
beginning of year $6,372,030 · end of year $6,617,186
Mission and programs · 2022
Mission
The Town of Palm Beach United Way, Inc is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health.
-
BUILD HEALTHIER COMMUNITIES FOR ALL: Investments in health benefit the entire community because residents who have access to quality health care are more productive and require fewer government services and costly long-term care. Healthy kids are more likely to succeed in school and healthy adults are more likely to maintain or gain employment. The Town of Palm Beach United Way invested $1,538,068 into 29 programs at 19 nonprofit partner agencies in Palm Beach County. Medical and Dental: Many individuals do not have access to health insurance or do not have the funds to pay co-pays for prescriptions. As a result, they are unable to maintain or improve their health status and are at-risk for long-term, serious health issues. Poor health impacts the ability to function, to attend school and to maintain or gain employment. $402,400 was invested into 5 programs.Mental Health: Many people have mental health concerns from time to time. A mental health concern becomes a mental illness when ongoing signs and symptoms cause frequent stress and affect the ability to function. If implemented early, Support and professional services for individuals with mental health concerns will alleviate the need for more extensive services for serious illness. $335,000 was invested into 11 programs.Substance Abuse: Individuals engaging in substance abuse are at risk of losing their families, jobs and engaging in risky behaviors. Most people who get into and remain in treatment stop using drugs, decrease their criminal activity, and improve their occupational, social, and psychological functioning: Access to appropriate treatment, intervention or on-going recovery programs is necessary to help individuals overcome substance abuse addiction or mental health issues. $346,200 was invested into 3 programs.Older Adults and Caregiver Support: The new generation or seniors has different expectations than previous ones. Older adults need services and programs that help them maintain independent living and/or increased or sustained financial security. Caregivers of family members need services that provide them support and help maintain a stable environment for their loved ones. $170,468 was invested into 6 programs.Disabilities and Special Needs: After age 21, young adults with disabilities "age out" of the services and supports provided through the school system. Individuals with disabilities and special needs and family caregivers need services and programs that help them maintain independent living, financial security, and a stable environment. $284,000 was invested into 4 programs.
Expenses $1,869,571 · Grants $1,538,068
-
HURRICANE IAN: Hurricane Ian, the fourth most powerful storm to hit Florida, made landfall on Floridas Gulf Coast on September 28, 2022. The Town of Palm Beach United Way created the Hurricane Ian Recovery Fund to assist with both immediate relief efforts and long-term recovery work, particularly in the hardest-hit areas of Lee County. Grants were distributed to nonprofit agencies providing food, water, medical care, housing supplies, building materials and other emergency assistance. The fund was made possible thanks to 17 matching gifts from numerous donors. The fund raised $1.1 million and distributed grants to 8 organizations assisting with recovery efforts.SCHOOL SUPPLY DRIVE: The 10th Annual Town of Palm Beach United Way School Supply Drive collected 16,500 individual items and raised $29,000. School supplies were donated to Achievement Centers for Children and Families, American Association of Care giving Youth, and Take Stock in Children. Funds were distributed to 15 United Way partner agencies.TOY DRIVE: The 29th Annual Holiday Toy Drive collected hundreds of toys and raised $24,525. Toys were donated to Catholic Charities, Clinics Can Help and Farmworker Coordinating Council. Funds were distributed to 18 United Way partner agencies.FOOD DRIVE: The 10th Annual Empty Your Pantry Food Drive collected hundreds of food items collected valued at $5,315. Food donations were distributed to 5 United Way partner agencies.TURKEY TROT: The 14th Annual 5K Turkey Trot held on Thanksgiving morning provided Thanksgiving meals for 4,984 children and adults at 19 nonprofit agencies throughout Palm Beach County.
Expenses $1,660,840 · Grants $1,366,853
-
HELPING ADULTS ACHIEVE FINANCIAL STABILITY AND STRENGTHEN THE SAFETY NET: Investments In financial stability lift people out of poverty because income-based programs allow adults to find and maintain jobs, secure housing, pay down debt and save for the future. Adults who are financially stable are less likely to be homeless, engage in crime and develop health problems. The Town or Palm Beach United Way Invested $1,243,400 Into 20 programs at 13 partner agencies in Palm Beach County.Access to Jobs and Job Skills Training: Although unemployment has gone down in the last decade, salaries and wages have not kept up with the cost of housing and daily living expenses. For this reason, the main Income earner in a low-income household works 2 or 3 jobs to make ends meet, and many families are borrowing heavily and relying on high-cost alternatives to cover their daily expenses. $175,000 was invested into 3 programs.Food pantries: Food insecurity is the limited or uncertain availability of nutritionally adequate food for an active healthy lifestyle in Palm Beach County nearly 158,000 people are food insecure, including more than 48,000 children. Hunger can have a negative impact on child development, educational achievement, and mental and physical health. $174,000 was invested in 5 programs.Housing and community-based support: Individuals and families often live on the edge between low income and becoming homeless. They may find themselves in need of emergency shelter for a variety of complex economic and social reasons. Emergency shelters are an essential component of homeless services and are often the first place to turn. $572,400 was invested in 8 programs.Domestic Violence: Domestic violence is the willful intimidation, physical assault battery, sexual assault and/or other abusive behavior perpetrated by an intimate partner against another. It affects individuals in every community, regardless of age, economic status, race, religion, nationality, or educational background. $322,000 was invested in 4 programs.
Expenses $1,510,732 · Grants $1,243,400
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Elizabeth Walton
President and CEO
- Total calculated
- $193,200
- From this org
- $168,000
- From related orgs
- $0
- Other
- $25,200
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $168,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $16,800
- Nontaxable benefits
- $8,400
- Filer's total
- $193,200
-
Mary Freitas
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Mark Cook
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Christine Curtis
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Christina Dennis
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Danielle Moore
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Marcus
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Ralph Moore
Vice Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Debra Vasilopoulos
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Missy Agnello
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Jorge Cabrera
Asst. Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne Ainslie
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jay Boodheshwar
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sean Baker
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Howard Bernick
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Paula Butler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sheila Fine
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Juliana Gendelmen
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sandra Bornstein
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
James Borynack
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Darlene Jordan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Brinker
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Beth Lang
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Atesh Chandra
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Carla Cove
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Lorentzen
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Quick
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
J Cater Randolph
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joyce Reingold
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Christine Stiller
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Williams
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
George Garfunkel
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bob Wright
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lee Gordon
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Steve Hall Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ann Heathwood
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Vicky Hunt
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brian Hurley
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
William Tiefel
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
David Mack
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Cara McClure
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Pamela Mclver
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Hess Musallet
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Heidi Niblack
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Rita Nowak
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Daniel Ponton
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Ribakoff
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lyn Ross
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard Rothschild
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Laurie Silvers
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Surovek
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dominick Telesco
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Betsy Turner
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn Vecellio
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Simone Vickar
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Wilkinson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Susan Wright
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Cox
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ginny Edlavitch
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Gail Engelberg
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kristen Kelly Fisher
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ellen Jaffe
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason Kalisman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Paulette Koch
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Roberta Kozloff
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bill Mack
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bill Meyer
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael Pucillo
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Farley Rentschler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Laing Rogers
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Scarpa
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robbi Toll
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Beth Wilf
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Mark Zeidman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Josephine Kalisman
Director
- Total calculated
- $0
- Hours/week
- 1
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 · 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
-
$401,200
Grants to support program operation
-
$318,600
Grants to support program operation
-
$246,000
Grants to support program operation
-
$231,000
Grants to support program operation
-
$224,000
Grants to support program operation
-
$219,000
Grants to support program operation
-
$205,000
Grants to support program operation
-
$193,200
Grants to support program operation
-
$193,000
Grants to support program operation
-
$187,500
Grants to support program operation
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333529349300408
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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