- Revenue 2024
- $14,443,018
- Expenses 2024
- $14,656,619
Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T700
- Classification
- 1000
- Street
- PO BOX 1357
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
Mission Statement: To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive local change. Vision Statement: To unite our community and empower everyone to achieve their full potential.
Activities or mission (Part I)
To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive local change. To unite our community and empower everyone to achieve their full potential.
-
Community Impact: UWCF's premiere Community Investment Process mobilizes more than 130 volunteers on 15 teams around their focus areas of EDUCATION, INCOME, HEALTH and SAFETY NET. These volunteers visit program sites, review previous investments, program goals and outcomes, and make recommendations about the most effective way to meet critical community needs. EDUCATION: The Early Literacy Initiative helps at-risk children develop the language skills they need to succeed in school. Given the right start, children learn to read, succeed academically and are more likely to graduate from high school. Academic Achievement Initiative helps children in grades K-12 pass achievement tests at grade level and graduate on time. FINANCIAL STABILITY/INCOME: The Financial Stability initiative helps families improve financial stability with GED and job training, credit and budgeting classes, money coaches, financial education and savings match programs. Improved credit scores, increases in emergency savings accounts, increases in job related credentials and/or increases in family income measure success. HEALTH: The Health Initiative helps people of all ages to improve or maintain good health. United Way improves access and utilization of health services and increases knowledge and personal responsibility about health issues that lead to improved blood pressure, weight control and other specific health indicators. United Way also works to reduce avoidable hospitalizations and incarcerations with prevention services and treatment for those with addiction. SAFETY NET: The Safety Net Initiative provides relatively short-term, crisis intervention services that vary widely, but meet one or more of the following: 1) Must verify that the service helped to stabilize a crisis, 2) Must refer clients to sources of on-going support (counseling, health clinic etc.) as needed, 3) Must verify quality of services using approved indicators selected by experts on a Safety Net Steering Team, 4) Crisis includes but is not limited to: health emergency, domestic violence, rape, child abuse, fire, teenaged runaways, hospice care, hunger & homelessness. END HUNGER INITIATIVE: The End Hunger Initiative helps to eliminate hunger and food insecurity by increasing the access to food and helps families to find financial stability. * In 2020-25 our food distributions were able to provide food to over 1,581,442 visitors in Polk, Highlands, and Hardee Counties. In the first five years of this initiative 13,716,969 meals were provided to communities in need. COMMUNITY PARTNERSHIP SCHOOL INITIATIVE: The Community Partnership School Initiative helps to provide a full-service health clinic, financial education and academic support for Polk's first Community Partnership School. * In 2019, Crystal Lake Elementary, A Community Partnership School began operations under guidance from the University of Central Florida. Five core partners of this project are Southeastern University, Heartland for Children, Central Florida Health Care, Polk County Public Schools, and United Way of Central Florida. Crystal Lake Elementary, A Community Partnership School received statewide certification from the UCF Center for Community Partnership Schools in 2024.
Expenses $6,815,484 · Grants $6,326,191 · Revenue $269,634
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $2,793,420 · Grants $2,013,645
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Disaster Relief: Provides immediate assistance and long-term recovery support in the event our community needs urgent disaster relief. UWCF develops partnerships to address the many challenges and/or emergencies that our community faces. UWCF meets with partners to coordinate the efforts of government, businesses, non-profit and faith-based organizations involved in disaster response. UWCF continues to respond to disasters through food security efforts and other assistance. With the support of local partnerships, UWCF was able to provide the following support: * The United Community Relief Fund was formed in partnership with GiveWell Community Foundation in 2020 to provide COVID-19 pandemic response. In the wake of Hurricane Ian in 2022, over $259,600 was distributed to nonprofits and their clients suffering direct losses as a result of the storm. This fund was activated during the 2024-25 fiscal year after Hurricanes Helene and Milton and provided $80,000 to 11 tri-county nonprofit agencies and a $100,000 match to Rebuilding Together Greater Florida for home repairs. * Publix Super Markets Emergency Relief provided $279,079 to support individuals who have experienced hardships due to various emergencies where other assistance is unavailable. In 2024-25, this fund also provided Hurricane Helene and Hurricane Milton relief across multiple states. General hurricane relief totaled $281,165; Helene specific relief was $251,241; and Milton specific relief was $73,855. * 2-1-1 referrals have remained high due to increasing needs faced by citizens of Polk, Highlands and Hardee counties: including the housing crisis, inflation of all goods, supply chain woes, fuel prices, childcare crisis, and staffing shortages.
Expenses $940,910 · Grants $770,727
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OTHER PROGRAM SERVICES: Success By 6: Success By 6 (SB6) mobilizes volunteers from local organizations, businesses, government, churches, civic groups, educators and human services to ensure that all children, by the age of six, have the physical, emotional, social and mental foundation to succeed in school and in life. Since 1995, UWCF's SB6 has focused on early literacy to help children enter school ready to succeed. In total Success By 6 programs placed over 54,000 books in the hands of children in FY 24/25. In addition: * 103 Parent Lending Libraries were in childcare centers serving low-income families; with 20,919 books checked out. * To increase awareness of the importance of early childhood education, Born Learning, a $90 million early childhood awareness campaign developed by the Ad Council, Civilian provided more than 300,000 messages to citizens of Central Florida. These included bus signs, billboards, newspaper advertisements and parent education materials placed in key locations throughout the area. Success By 6 events and staff provided 4,756 pieces of Born Learning and other literature to families in our community * Dolly Parton Imagination Library mails a book and parent guide each month to the homes of preschool children. 22,481 books were placed in the homes of 2,500 children ages 0-5. The Carol Jenkins Barnett United Way Children's Resource Center (CJBUWCRC), formerly Family Fundamentals, opened in November 2022 in our new location within the Florida Children's Museum at Bonnet Springs Park in Lakeland. As a community and family outreach of Success By 6 the CJBUWCRC is a parent resource center which has formed partnerships with over 40 partner organizations providing parents and family members with support groups, classes, education, tutoring and other programs designed to strengthen the development of our children and family relationships. Master Teacher: This school readiness initiative targets neighborhoods where children considered at-risk for school failure reside. It provides an internship for childcare instructors using two Master Teachers along with parent education classes to help the instructors and parents to prepare children to enter kindergarten ready to succeed. Readiness skills for children in classes with teachers trained by a Master Teacher improved an average of 3 months for every 1 month with the newly trained caregiver. 2-1-1: The 2-1-1 program provides information and referrals to families/individuals and community groups concerning local services and resources. 2-1-1 also identifies gaps in services; assists in creating remedies to meet local needs; connects individuals/families to resources; and advocates on behalf of individuals/families for access to resources. It also works to provide better service, accessibility and information to the Hispanic community. * From July 1, 2024-June 30, 2025, 211 received 59,297 contacts for services through calls, chats, texts, e-mail inquiries, and database searches. In addition, there were 103,236 webpage views for End Hunger, 211, CJBUWCRC, free tax prep, and other needed community resources Women United - ReadingPals: In Spring 2012, UWCF received a first-year grant to begin ReadingPals. Planning and implementation include collaborations with Polk and Highlands County Schools, the Early Learning Coalition of Polk and Learning Resource Center. From 2012-2020, Carol and Barney Barnett invested over $8,500,000 in 17 regions throughout the state of Florida to improve early literacy. ReadingPals focuses on engaging, training and deploying volunteer tutors to increase the number of students reading at grade level by the end of 3rd grade. It is important to our community, to the Barnetts, to all businesses and families in Florida that we make a united effort to reduce the close to 45% of children who are not reading at grade level. In 2024 the program secured 181 volunteers and served 362 students at 14 schools.
Expenses $1,267,255
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Brian Haas
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Chris Chaffin
Treasurer through Dec 2024
- Total calculated
- $0
- Hours/week
- 2
-
Emily Spath
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Fred Heid
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Joe Tedder
Treasurer began Jan 2025
- Total calculated
- $0
- Hours/week
- 2
-
Jonathan Crain
Chair Elect
- Total calculated
- $0
- Hours/week
- 2
-
Ali Wright
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ana Wood-Rogers
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andy Oguntola
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Braswell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian Donnelly
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian Norris
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brittany Sale
Director
- Total calculated
- $0
- Hours/week
- 1
-
Callie Neslund
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dana Hurley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Don Elwell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dusty Johnson
Director through Dec 2024
- Total calculated
- $0
- Hours/week
- 1
-
Erica Lupercio
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ian Floyd
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jenny Baker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kim Long
Director
- Total calculated
- $0
- Hours/week
- 1
-
Larry Mitchell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Feaster
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Giordano
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Tamney
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 1
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $14,443,018
- Expenses
- $14,656,619
- Contributions
- $13,652,819
- Grants paid
- $9,110,563
-
2023
- Revenue
- $15,403,660
- Expenses
- $14,419,171
- Contributions
- $14,635,294
- Grants paid
- $9,408,227
-
2022
- Revenue
- $16,353,601
- Expenses
- $14,340,572
- Contributions
- $15,948,295
- Grants paid
- $10,120,587
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $9,902,693
- Expenses
- $9,449,864
- Assets (EOY)
- $26,696,940
-
2020 · 990
- Revenue
- $25,521,821
- Expenses
- $22,563,343
- Assets (EOY)
- $30,720,551
-
2019 · 990
- Revenue
- $13,827,854
- Expenses
- $13,727,590
- Assets (EOY)
- $40,903,200
-
2018 · 990
- Revenue
- $11,159,336
- Expenses
- $10,989,458
- Assets (EOY)
- $29,793,006
-
2017 · 990
- Revenue
- $11,593,980
- Expenses
- $11,361,446
- Assets (EOY)
- $30,375,093
-
2016 · 990
- Revenue
- $11,677,226
- Expenses
- $10,536,317
- Assets (EOY)
- $30,062,641
-
2015 · 990
- Revenue
- $11,010,341
- Expenses
- $10,408,658
- Assets (EOY)
- $27,866,827
-
2014 · 990
- Revenue
- $11,465,980
- Expenses
- $10,743,692
- Assets (EOY)
- $26,762,656
-
2013 · 990
- Revenue
- $11,282,141
- Expenses
- $10,689,066
- Assets (EOY)
- $26,271,990
-
2012 · 990
- Revenue
- not reported
- Expenses
- $10,577,485
- Assets (EOY)
- $25,684,320
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
2024 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
Early Learning Coalition-Polk County
$769,240
2022 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
2024 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
Boys & Girls Club Of Polk County
$634,862
2024 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
Boys & Girls Clubs of Polk County
$607,589
2023 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
$586,473
2023 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
Boys & Girls Clubs of Polk County
$451,181
2022 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
$449,069
2023 Donor Designated for General Support, Donor Designated for Program Costs
-
$448,887
2022 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
-
$441,511
2022 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
GIVEWELL COMMUNITY FOUNDATION INC
$1,213,420
2024 HUMAN SERVICES
-
$184,447
2024 HURRICANE RELIEF
-
2023 GENERAL SUPPORT
-
2024 GENERAL SUPPORT
-
$81,141
2023 SUPPORT PROGRAM SERVICES
-
CHARITIES AID FOUNDATION AMERICA
$66,728
2024 CHARITABLE DONATION
-
CHARITIES AID FOUNDATION AMERICA
$50,362
2023 CHARITABLE DONATION
-
$44,092
2022 SUPPORT PROGRAM SERVICES
-
2024 COMMUNITY DEVELOPMENT
-
$34,175
2023 ECONOMIC MOBILITY, GENERAL CHARITABLE OPERATIONS
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
PERPETUAL TRUST
Trust · TRUST · FL
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.