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Nonprofiteer
← UNITED WAY OF WEST FLORIDA INC

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 Gilliam

    PRESIDENT/CE

    Total calculated
    $134,733
    From this org
    $126,207
    From related orgs
    $0
    Other
    $8,526
    Hours/week
    45
  • Todd Philips

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Brian Wyer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Tony Kisner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Tom Della Flora

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Patrice Whitten

    DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1
  • Megan Burke

    MARKETING CH

    Total calculated
    $0
    Hours/week
    1
  • Amy Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Clare Haenszel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Chris Scales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Matt Couch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kendrick Doidge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Naisy Dolar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Debbie Douma

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Donna Edwards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jessica Griffen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Wesley Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Larry Heringer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Wanda Kotick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Barbara MacNeil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Travis Morock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Eric L Myers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dan Schebler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Johnny Fayard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeff Fletcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Muriel Lawson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jen Mostert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Denise Myrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jeremy 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

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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