Totals
- Total revenue
- $58,698,073
- Total expenses
- $63,229,912
- Contributions and grants received
- $53,110,203
- Grants paid
- $35,336,586
- Program service revenue
- $948,445
- Investment income
- $4,383,713
- Other revenue
- $255,712
- Total assets, end of year
- $152,034,705
- Total liabilities, end of year
- $67,556,282
- Net assets or fund balances, end of year
- $84,478,423
- Program services expenses (Part IX)
- $54,584,175
- Management and general expenses
- $4,472,136
- Fundraising expenses
- $4,173,601
- Program service expenses (Part III)
- $54,584,175
Program services were 86.3% 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.
-
1c · Fundraising events
$2,122,485
-
1e · Government grants (contributions)
$13,791,523
-
1f · All other contributions, gifts and grants
$37,196,195
-
2a · Program service revenue: TUITION
total $671,539 · related or exempt $671,539
-
2b · Program service revenue: FISCAL AGENT FEES
total $276,906 · related or exempt $276,906
-
3 · Investment income
total $3,927,689 · unrelated business $3,110 · excluded $3,924,579
-
6a · Gross rents
real property $667,327
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $667,327
-
6d · Net rental income or loss
total $667,327 · excluded $667,327
-
7a · Gross sales of assets other than inventory
securities $31,334,049
-
7b · Less cost or other basis and sales expenses
securities $30,878,025
-
7c · Gain or loss
securities $456,024
-
7d · Net gain or loss
total $456,024 · excluded $456,024
-
8a · Fundraising events: gross income
$257,782
-
8a · Fundraising events: contributions included on line 1c
$2,122,485
-
8b · Fundraising events: direct expenses
$819,520
-
8c · Net income from fundraising events
total -$561,738 · excluded -$561,738
-
11d · All other revenue
total $150,123 · related or exempt $150,123
-
11e · Other revenue, total
$150,123
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $35,336,586 · program services $35,336,586
-
5 · Compensation of officers, directors and key employees
total $1,301,146 · program services $839,380 · management and general $217,890 · fundraising $243,876
-
7 · Other salaries and wages
total $12,269,887 · program services $7,915,402 · management and general $2,054,719 · fundraising $2,299,766
-
8 · Pension plan contributions
total $507,345 · program services $354,545 · management and general $76,078 · fundraising $76,722
-
9 · Other employee benefits
total $1,332,268 · program services $931,021 · management and general $199,778 · fundraising $201,469
-
10 · Payroll taxes
total $1,056,765 · program services $698,828 · management and general $165,613 · fundraising $192,324
-
11f · Fees: investment management
total $199,313 · management and general $199,313
-
11g · Fees: other
total $1,753,255 · program services $1,282,960 · management and general $362,432 · fundraising $107,863
-
13 · Office expenses
total $1,954,385 · program services $963,446 · management and general $462,492 · fundraising $528,447
-
16 · Occupancy
total $2,455,980 · program services $1,990,593 · management and general $110,386 · fundraising $355,001
-
19 · Conferences, conventions and meetings
total $398,009 · program services $366,732 · management and general $29,046 · fundraising $2,231
-
22 · Depreciation, depletion and amortization
total $1,097,981 · program services $342,490 · management and general $589,589 · fundraising $165,902
-
24a · Other expenses: SCHOOL AND OTHER PROGRA
total $3,566,992 · program services $3,562,192 · management and general $4,800
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,608,112 · end of year $570,347
-
2 · Savings and temporary cash investments
beginning of year $27,845,976 · end of year $30,759,394
-
3 · Pledges and grants receivable
beginning of year $9,433,918 · end of year $8,639,492
-
4 · Accounts receivable
beginning of year $2,700,116 · end of year $1,776,963
-
9 · Prepaid expenses and deferred charges
beginning of year $268,938 · end of year $450,488
-
10a · Land, buildings and equipment: cost or other basis
$42,696,380
-
10b · Land, buildings and equipment: accumulated depreciation
$17,062,561
-
10c · Land, buildings and equipment, net
beginning of year $24,922,191 · end of year $25,633,819
-
11 · Investments: publicly traded securities
beginning of year $69,296,606 · end of year $71,646,189
-
12 · Investments: other securities
beginning of year $3,885,029 · end of year $3,917,471
-
15 · Other assets
beginning of year $8,572,522 · end of year $8,640,542
-
17 · Accounts payable and accrued expenses
beginning of year $5,230,214 · end of year $3,425,273
-
18 · Grants payable
end of year $8,331,266
-
20 · Tax-exempt bond liabilities
beginning of year $8,356,739 · end of year $7,587,591
-
25 · Other liabilities
beginning of year $52,984,558 · end of year $48,212,152
-
27 · Net assets without donor restrictions
beginning of year $74,280,078 · end of year $75,105,762
-
28 · Net assets with donor restrictions
beginning of year $9,681,819 · end of year $9,372,661
Mission and programs · 2023
Mission
THE MISSION OF UNITED WAY MIAMI IS TO BUILD THE COMMUNITY BY HELPING PEOPLE CARE FOR ONE ANOTHER. UNITED WAY BRINGS PEOPLE AND INSTITUTIONS TOGETHER TO IMPROVE THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF OUR COMMUNITY AND ITS RESIDENTS.
Activities or mission (Part I)
THE MISSION OF UNITED WAY MIAMI IS BUILDING THE COMMUNITY BY HELPING PEOPLE CARE FOR ONE ANOTHER.
-
HOW WE IMPACTED EARLY AND SCHOOL AGE EDUCATION:EARLY EDUCATION: TRAINED 796 EDUCATORS, PROVIDED 6,318 HOURS OF PROFESSIONAL LEARNING TO EDUCATORS, SERVED 7,176 CHILDREN IN 121 PROGRAMS.SCHOOL AGE EDUCATION: 4,009 STUDENTS RECEIVED TUTORING AND POST-SECONDARY PREP; 2,392 STUDENTS PARTICIPATED IN VIOLENCE PREVENTION, RISKY BEHAVIOR, ETC.; 6,800 STUDENTS SERVED IN SCHOOL-AGED EDUCATION.
Expenses $20,315,009 · Grants $6,920,678 · Revenue $671,539
-
HOW WE IMPACTED HEALTH AND WELLNESS:MORE THAN 32,897 PEOPLE ACCESSED CARE FOR THEIR PHYSICAL, MENTAL AND EMOTIONAL HEALTH NEEDS; MORE THAN 1,540 CHILDREN PARTICIPATED IN HEALTHY EATING, FITNESS AND PLAY ACTIVITIES; MORE THAN 8,989 OLDER ADULTS RECEIVED ASSISTANCE TO REMAIN HEALTHY AND ACTIVE.
Expenses $3,487,727 · Grants $3,221,444
-
HOW WE IMPACTED FINANCIAL STABILITY:4,899 UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS PARTICIPATED IN TRAINING AND PLACEMENT PROGRAMS; 8,353 INDIVIDUALS LEARNED BUDGETING, MONEY MANAGEMENT SKILLS, AND STRATEGIES FOR SAVING MONEY; 16,314 INDIVIDUALS RECEIVED EMERGENCY SHELTER AND FOOD ASSISTANCE.
Expenses $2,865,581 · Grants $1,877,831
-
OTHER COMMUNITY PROJECTS
Expenses $24,189,843 · Grants $23,289,130 · Revenue $427,029
-
UPSKILL MIAMI
Expenses $3,060,229
-
MISSION UNITED
Expenses $665,786 · Grants $27,503
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Symeria T HudsonSYMERIA T HUDSON
PRESIDENT & CEO
- Total calculated
- $528,351
- From this org
- $495,769
- From related orgs
- $0
- Other
- $32,582
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $405,769
- Bonus
- $0
- Other
- $90,000
- Deferred
- $16,145
- Nontaxable benefits
- $16,437
- Filer's total
- $528,351
-
Penelope S Shaffer PhDPENELOPE S SHAFFER PHD
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jayne AbessJAYNE ABESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alexander P AdamsALEXANDER P ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Adger GrantJENNIFER ADGER GRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew L AnsinANDREW L ANSIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter L BermontPETER L BERMONT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven J Brodie EsqSTEVEN J BRODIE ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alfred A BungeALFRED A BUNGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alberto Ignacio De CardenasALBERTO IGNACIO DE CARDENAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Camila CoteCAMILA COTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mayi De La VegaMAYI DE LA VEGA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lilia C Dibello EdDLILIA C DIBELLO EDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eddie L Dominguez JrEDDIE L DOMINGUEZ JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heidy M DuarteHEIDY M DUARTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William M DuquettteWILLIAM M DUQUETTTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Baldwyn English JrBALDWYN ENGLISH JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miguel G FarraMIGUEL G FARRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jose K FuentesJOSE K FUENTES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Calixto J Garcia-VelezCALIXTO J GARCIA-VELEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brandon E GillilandBRANDON E GILLILAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Francisco GonzalezFRANCISCO GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Xavier GonzalezXAVIER GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa A GraceyMELISSA A GRACEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim Y Griffin HunterKIM Y GRIFFIN HUNTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew GrosackMATTHEW GROSACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Malou C HarrisonMALOU C HARRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Austin D HolloAUSTIN D HOLLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Naftali HoltzNAFTALI HOLTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Seth R KaplanSETH R KAPLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jess S Lawhorn JrJESS S LAWHORN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Juan C LiscanoJUAN C LISCANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff LozamaJEFF LOZAMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aminda Marques GonzalezAMINDA MARQUES GONZALEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
S Marshall MartinS MARSHALL MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karla Margarita MatsKARLA MARGARITA MATS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert McFarlinROBERT MCFARLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alvaro MolinaALVARO MOLINA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheila I Ocasio-CruzSHEILA I OCASIO-CRUZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Zak OdhwaniZAK ODHWANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elena OteroELENA OTERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darrell W PayneDARRELL W PAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Antonio PenaANTONIO PENA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fernando PerezFERNANDO PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan Potter Norton EsqSUSAN POTTER NORTON ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry QuinlanLARRY QUINLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gladys C ReedGLADYS C REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Duany RuizDUANY RUIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carmen SabaterCARMEN SABATER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert E SanchezROBERT E SANCHEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard ShaneRICHARD SHANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John C SumbergJOHN C SUMBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rashad D ThomasRASHAD D THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christian UlvertCHRISTIAN ULVERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael Valdes-FauliMICHAEL VALDES-FAULI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ana VeigamiltonANA VEIGAMILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ZambranaDAVID ZAMBRANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Octavio Joe ZubizarretaOCTAVIO JOE ZUBIZARRETA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carlos MolinaCARLOS MOLINA
CHIEF FINANCIAL & ADMINIST
- Total calculated
- $264,573
- From this org
- $238,618
- From related orgs
- $0
- Other
- $25,955
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,532
- Bonus
- $0
- Other
- $16,086
- Deferred
- $14,075
- Nontaxable benefits
- $11,880
- Filer's total
- $264,573
-
Mary DonworthMARY DONWORTH
CHIEF PROGRAM OFFICER (FORMER)
- Total calculated
- $219,307
- From this org
- $209,006
- From related orgs
- $0
- Other
- $10,301
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,003
- Bonus
- $0
- Other
- $93,003
- Deferred
- $3,480
- Nontaxable benefits
- $6,821
- Filer's total
- $219,307
-
Norie Del ValleNORIE DEL VALLE
CHIEF IMPACT OFFICER
- Total calculated
- $203,571
- From this org
- $185,203
- From related orgs
- $0
- Other
- $18,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,203
- Bonus
- $0
- Other
- $0
- Deferred
- $11,112
- Nontaxable benefits
- $7,256
- Filer's total
- $203,571
-
Karla HernandezKARLA HERNANDEZ
SR VP DEVELOPMENT
- Total calculated
- $240,359
- From this org
- $224,698
- From related orgs
- $0
- Other
- $15,661
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,073
- Bonus
- $0
- Other
- $1,625
- Deferred
- $6,146
- Nontaxable benefits
- $9,515
- Filer's total
- $240,359
-
Paola HernandezPAOLA HERNANDEZ
SR VP PEOPLE ENGAGEMENT
- Total calculated
- $169,342
- From this org
- $155,885
- From related orgs
- $0
- Other
- $13,457
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,885
- Bonus
- $0
- Other
- $3,000
- Deferred
- $6,404
- Nontaxable benefits
- $7,053
- Filer's total
- $169,342
-
Paula MoujalliPAULA MOUJALLI
VP, CENTER FOR EXCELLENCE
- Total calculated
- $121,529
- From this org
- $115,251
- From related orgs
- $0
- Other
- $6,278
- Hours/week
- 40
-
Elyssa LinaresELYSSA LINARES
VP DEVELOPMENT
- Total calculated
- $136,132
- From this org
- $115,094
- From related orgs
- $0
- Other
- $21,038
- Hours/week
- 40
-
Yvette ZaragozaYVETTE ZARAGOZA
VP FINANCE & CONTROLLER
- Total calculated
- $128,427
- From this org
- $114,882
- From related orgs
- $0
- Other
- $13,545
- Hours/week
- 40
-
Vanessa BenavidesVANESSA BENAVIDES
VICE PRESIDENT, COMMUNITY
- Total calculated
- $132,096
- From this org
- $116,497
- From related orgs
- $0
- Other
- $15,599
- Hours/week
- 40
-
Dora Martin GomezDORA MARTIN GOMEZ
AVP, CAMPAIGN MARKETING & SUPPORT SERVICES
- Total calculated
- $127,405
- From this org
- $110,085
- From related orgs
- $0
- Other
- $17,320
- Hours/week
- 40
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 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
-
GREATER MIAMI JEWISH FEDERATION
$3,225,120
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$634,423
GENERAL SUPPORT
-
$610,057
GENERAL SUPPORT
-
$598,121
GENERAL SUPPORT
-
$574,721
GENERAL SUPPORT
-
ADRIENNE ARSHT CENTER FOUNDATION INC
$468,507
GENERAL SUPPORT
-
$432,000
GENERAL SUPPORT
-
LEGAL SERVICES OF GREATER MIAMI INC
$381,372
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
CHILDREN PROGRAM · FL
Directly controlled by UNITED WAY
-
CHILDREN'S ADVOCACY COMPLEX LLC
PARKING · FL
Directly controlled by UNITED WAY
-
PROPERTY MAIN · FL
Directly controlled by UNITED WAY
-
UNITED WAY REAL PROPERTY HOLDINGS LLC
FUNDRAISING · FL
Directly controlled by UNITED WAY
-
CHARITABLE · FL
Directly controlled by UNITED WAY
-
PARKING · FL
Directly controlled by UNITED WAY
-
PROPERTY MANAGEMENT · FL
Directly controlled by UNITED WAY
-
REAL ESTATE · FL
Directly controlled by UNITED WAY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403269349300610
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.