Form 990 for tax year 2023
Filed by UNITED WAY OF WEST FLORIDA INC.
Totals
- Total revenue
- $3,416,441
- Total expenses
- $3,762,940
- Contributions and grants received
- $3,368,685
- Grants paid
- $830,406
- Program service revenue
- $9,400
- Investment income
- $17,558
- Other revenue
- $20,798
- Total assets, end of year
- $4,432,023
- Total liabilities, end of year
- $1,253,949
- Net assets or fund balances, end of year
- $3,178,074
- Program services expenses (Part IX)
- $2,868,733
- Management and general expenses
- $642,769
- Fundraising expenses
- $251,438
- Program service expenses (Part III)
- $2,868,733
Program services were 76.2% 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.
-
1a · Federated campaigns
$41,540
-
1e · Government grants (contributions)
$1,629,991
-
1f · All other contributions, gifts and grants
$1,697,154
-
1g · Noncash contributions included above
$5,167
-
2a · Program service revenue: DISCOUNTED AGENCY RENTAL
total $9,400 · related or exempt $9,400
-
3 · Investment income
total $22,303 · related or exempt $22,303
-
7a · Gross sales of assets other than inventory
securities $212,770
-
7b · Less cost or other basis and sales expenses
securities $217,515
-
7c · Gain or loss
securities -$4,745
-
7d · Net gain or loss
total -$4,745 · related or exempt -$4,745
-
11a · Other revenue: OTHER INCOME
total $20,798 · related or exempt $20,798
-
11e · Other revenue, total
$20,798
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $809,979 · program services $809,979
-
2 · Grants to domestic individuals
total $20,427 · program services $20,427
-
5 · Compensation of officers, directors and key employees
total $126,207 · program services $90,705 · management and general $24,724 · fundraising $10,778
-
7 · Other salaries and wages
total $1,798,897 · program services $1,292,867 · management and general $352,404 · fundraising $153,626
-
8 · Pension plan contributions
total $21,590 · program services $15,517 · management and general $4,229 · fundraising $1,844
-
9 · Other employee benefits
total $121,215 · program services $87,117 · management and general $23,746 · fundraising $10,352
-
10 · Payroll taxes
total $157,742 · program services $113,369 · management and general $30,902 · fundraising $13,471
-
11g · Fees: other
total $126,303 · program services $59,480 · management and general $61,017 · fundraising $5,806
-
13 · Office expenses
total $192,796 · program services $122,733 · management and general $59,822 · fundraising $10,241
-
16 · Occupancy
total $98,290 · program services $48,657 · management and general $40,332 · fundraising $9,301
-
19 · Conferences, conventions and meetings
total $59,061 · program services $45,552 · management and general $4,989 · fundraising $8,520
-
21 · Payments to affiliates
total $20,596 · program services $20,596
-
22 · Depreciation, depletion and amortization
total $47,923 · program services $32,738 · management and general $8,542 · fundraising $6,643
-
24a · Other expenses: REPAIRS
total $139,641 · program services $91,214 · management and general $28,718 · fundraising $19,709
-
24b · Other expenses: TELEPHONE
total $11,236 · program services $11,080 · management and general $80 · fundraising $76
-
24c · Other expenses: DUES
total $11,037 · program services $6,702 · management and general $3,264 · fundraising $1,071
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $716,181 · end of year $654,148
-
2 · Savings and temporary cash investments
beginning of year $1,182,274 · end of year $1,106,711
-
3 · Pledges and grants receivable
beginning of year $181,530 · end of year $287,736
-
4 · Accounts receivable
beginning of year $445,961 · end of year $409,683
-
8 · Inventories for sale or use
beginning of year $2,292 · end of year $760
-
9 · Prepaid expenses and deferred charges
beginning of year $31,260 · end of year $61,580
-
10a · Land, buildings and equipment: cost or other basis
$1,176,440
-
10b · Land, buildings and equipment: accumulated depreciation
$217,152
-
10c · Land, buildings and equipment, net
beginning of year $821,059 · end of year $959,288
-
11 · Investments: publicly traded securities
beginning of year $859,758 · end of year $948,527
-
15 · Other assets
beginning of year $4,435 · end of year $3,590
-
17 · Accounts payable and accrued expenses
beginning of year $89,119 · end of year $176,151
-
18 · Grants payable
beginning of year $610,808 · end of year $759,430
-
19 · Deferred revenue
beginning of year $15,470 · end of year $64,158
-
21 · Escrow or custodial account liability
beginning of year $48,322 · end of year $252,707
-
25 · Other liabilities
beginning of year $2,735 · end of year $1,503
-
27 · Net assets without donor restrictions
beginning of year $2,891,934 · end of year $2,653,367
-
28 · Net assets with donor restrictions
beginning of year $586,362 · end of year $524,707
Mission and programs · 2023
Mission
THE MISSION OF UNITED WAY OF WEST FLORIDA, INC. IS UNITING OUR COMMUNITY AND LEVERAGING RESOURCES TO IMPROVE LIVES.
-
UNITED WAY OF WEST FLORIDA, INC. MANAGES A COMMUNITY INVESTMENT PROCESS TO DISTRIBUTE DONOR CONTRIBUTIONS TO NON-PROFITS SERVING ESCAMBIA AND SANTA ROSA COUNTIES THAT ARE AFFECTING POSITIVE COMMUNITY CHANGES IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. OUR GOALS ARE TO REDUCE OBESITY AND UNHEALTHY BEHAVIORS WHILE INCREASING STABLE AND HEALTHY INDEPENDENT LIVING, INCREASING READING PROFICIENCY AND DECREASING POVERTY WHILE STABILIZING FAMILIES WITH AN INCREASE IN BANKING, EMPLOYABILITY, AND SUSTAINABLE FINANCIAL SUCCESS. WE AWARDED 675,136 TO PARTNER AGENCY PROGRAMS THROUGH THIS PROCESS. IN ADDITION, WE PARTICIPATED STUFF THE BUS WHICH DISTRIBUTED FUNDS TO ESCAMBIA AND SANTA ROSA SCHOOL COUNTY DISTRICTS FOR THE PURPOSE OF SCHOOL SUPPLIES. WE ALSO PARTNERED WITH LOCAL TELEVISION AND RADIO STATIONS FOR MIRACLES ON PALAFOX, WHICH DISTRIBUTED GIFT CARDS TO LOW-INCOME FAMILIES.
Expenses $905,259 · Grants $805,540
-
DONORS TO THE UNITED WAY OF WEST FLORIDA'S FALL 2023 CAMPAIGN DESIGNATED 24,866 OF THEIR CONTRIBUTIONS TO SPECIFIC AGENCY PROGRAMS. TO THE EXTENT POSSIBLE, UNITED WAY WORKS TO ENSURE THAT ALL DESIGNATIONS STAY LOCAL IN OUR SERVICE AREA, ESCAMBIA AND SANTA ROSA COUNTIES. THE REVENUES GENERATED FROM DESIGNATION DISTRIBUTIONS REPRESENT THE FEES UNITED WAY ASSESSES TO RECIPIENT AGENCIES TO OFFSET THE COSTS OF FUNDRAISING AND MANAGEMENT RELATED TO THESE DESIGNATIONS.
Expenses $175,441 · Grants $24,866
-
IN 2022 -2023, UWWF CONTINUED TO GROW 211 NWFL. THIS FREE SERVICE IS AVAILABLE 24/7 WITHIN A 10-COUNTY SERVICE AREA IN NORTHWEST FLORIDA. IN ADDITION TO 211, UWWF OPERATES THE 988 SUICIDE PREVENTION LIFELINE FOR THE SAME GEOGRAPHIC AREA. THE FLORIDA VETERANS SUPPORT LINE, A 3RD HELPLINE AVAILABLE TO THE AREA, PROVIDES CARE COORDINATION FOR VETERANS AND THEIR FAMILIES WHO NEED TO BE CONNECTED TO RESOURCES. SUPPORT LINE STAFF PROVIDE DAY TO DAY COVERAGE, RESOURCE VETTING, AND TRAININGS FOR STAFF AND COMMUNITY MEMBERS. THE 211 NWFL PUBLIC WEBSITE IS A RESOURCE DATABASE THAT CONTAINS INFORMATION ON OVER 1,700 HUMAN SERVICES INCLUDING MENTAL HEALTH SERVICES, FOOD ASSISTANCE, DAYCARE, SUPPORT GROUPS, AND MORE. LOCAL NONPROFITS, SCHOOL STAFF, CASE MANAGEMENT SPECIALISTS AND OTHERS ACCESS THE DATABASE TO HELP THEIR CLIENTS. 211 NWFL AND THE FLORIDA VETERAN SUPPORT LINE, PROVIDED 141,662 REFERRALS WHICH IMPACTED OVER 76,000 INDIVIDUALS INCLUDING 4020 VETERANS. 988 RECEIVED 7,473 CALLS AND CREATED 18,450 CONNECTIONS.
Expenses $1,707,523
-
UNITED WAY OF WEST FLORIDA MANAGES ADDITIONAL PROGRAMS THAT SUPPORT THE ORGANIZATION AND THE COMMUNITY. THE AMBASSADOR PROGRAM - LOCAL BUSINESSES "LOAN" EMPLOYEES TO UWWF TO ADVOCATE FOR UWWF AND TO ASSIST WITH THE WORKPLACE CAMPAIGN. THE AMBASSADOR PROGRAM IS DESIGNED TO HELP PARTICIPANTS DEVELOP THEIR LEADERSHIP SKILLS AND UNDERSTANDING OF THE NONPROFIT COMMUNITY. THESE VOLUNTEERS PARTICIPATE IN TRAINING AND INTERACT WITH KEY LEADERS FROM THE REGION. DAY OF CARING IS THE LARGEST SINGLE VOLUNTEER EVENT IN ESCAMBIA AND SANTA ROSA COUNTIES. LOCAL VOLUNTEERS ARE MATCHED WITH NON-PROFIT AGENCIES AND SCHOOLS TO SPEND THE DAY WORKING ON A VARIETY OF SERVICE PROJECTS. IN TOTAL, 728 VOLUNTEERS CONTRIBUTED 3,108 HOURS OF VOLUNTEER LABOR. SINGLECARE, A DISCOUNT DRUG PROGRAM, IS A LONGTIME PARTNER WITH UNITED WAY. UNITED WAY OF WEST FLORIDA HELPS DISTRIBUTE SINGLECARE CARDS AND EDUCATES RESIDENTS ABOUT THE PROGRAM. LOCALLY, SINGLECARE'S RX SAVING SAVED 5,444 PEOPLE 662,531 LAST YEAR. VITA (VOLUNTEER INCOME TAX ASSISTANCE PROGRAM) IS AN IRS PROGRAM THAT IS FACILITATED LOCALLY BY UWWF. THE PROGRAM USES IRS CERTIFIED VOLUNTEERS TO PROVIDE FREE TAX PREPARATION FOR HARDWORKING INDIVIDUALS. IN THE LAST YEAR, THE VITA PROGRAM PREPARED OVER 852 RETURNS. THE PROGRAM SAVED USERS OVER 200,000 IN TAX PREPARATION FEES AND BROUGHT 850,000 IN REFUNDS BACK TO THE COMMUNITY. RSVP (RETIRED SENIOR VOLUNTEER PROGRAM) IS PART OF THE AMERICORPS/VISTA PROGRAM. INDIVIDUALS 55 AND OLDER ARE MATCHED WITH LOCAL VOLUNTEER SITES TO PROVIDE CAPACITY BUILDING ASSISTANCE. THE PROGRAM ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR VOLUNTEERS AS WELL.
Expenses $80,510 · Revenue $9,400
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Laura GilliamLAURA GILLIAM
PRESIDENT/CE
- Total calculated
- $134,733
- From this org
- $126,207
- From related orgs
- $0
- Other
- $8,526
- Hours/week
- 45
-
Todd PhilipsTODD PHILIPS
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Brian WyerBRIAN WYER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tony KisnerTONY KISNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Tom Della FloraTOM DELLA FLORA
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Patrice WhittenPATRICE WHITTEN
DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
Megan BurkeMEGAN BURKE
MARKETING CH
- Total calculated
- $0
- Hours/week
- 1
-
Amy MillerAMY MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clare HaenszelCLARE HAENSZEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris ScalesCHRIS SCALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt CouchMATT COUCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kendrick DoidgeKENDRICK DOIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Naisy DolarNAISY DOLAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbie DoumaDEBBIE DOUMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna EdwardsDONNA EDWARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica GriffenJESSICA GRIFFEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wesley HallWESLEY HALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry HeringerLARRY HERINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wanda KotickWANDA KOTICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara MacNeilBARBARA MACNEIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Travis MorockTRAVIS MOROCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric L MyersERIC L MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan ScheblerDAN SCHEBLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Johnny FayardJOHNNY FAYARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff FletcherJEFF FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Muriel LawsonMURIEL LAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jen MostertJEN MOSTERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Denise MyrickDENISE MYRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy RuffinJEREMY RUFFIN
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.
Grants on this return
-
VARIOUS OTHER ENTITIES 5000
$315,648
DESIGNATION/ALLOC
-
$40,000
DESIGNATION/ALLOC
-
$40,000
DESIGNATION/ALLOC
-
$40,000
DESIGNATION/ALLOC
-
$32,400
DESIGNATION/ALLOC
-
$32,000
DESIGNATION/ALLOC
-
DESIGNATION/ALLOC
-
$28,000
DESIGNATION/ALLOC
-
VARIOUS DONOR DESIGNATIONS
$24,866
DESIGNATION/ALLOC
-
$24,000
DESIGNATION/ALLOC
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501279349303610
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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