UNITED WAY OF CHARLOTTE COUNTY INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF CHARLOTTE COUNTY INC (EIN 59-1149995)
Tax period
2020-04-01 to 2021-03-31
Filed
2021-11-12
IRS object ID
202103169349307160
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T12:43:20-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592067969PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEES & DEES CPA'S PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13440 CONWAY BLVD SUITE 2CAddressLine1Txt
CityPORT CHARLOTTECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33952ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN591149995EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF CHARLOTTE COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone9416273539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117831 MURDOCK CRAddressLine1Txt
CityPORT CHARLOTTECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33948ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLOTTE MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9416273539PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLOTTEPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRED B DEES JRPreparerPersonNm
PTINP00013501PTIN
Phone9416297595PhoneNum
Preparation2021-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLOTTE MILLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117831 MURDOCK CIRCLE SUITE AAddressLine1Txt
CityPORT CHARLOTTECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33948ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,249,089GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYCCFL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionMOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,832,674PYContributionsGrantsAmt
CY Contributions Grants$2,191,458CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$332PYInvestmentIncomeAmt
CY Investment Income$36CYInvestmentIncomeAmt
PY Other Revenue$4,785PYOtherRevenueAmt
CY Other Revenue$57,595CYOtherRevenueAmt
PY Total Revenue$1,837,791PYTotalRevenueAmt
CY Total Revenue$2,249,089CYTotalRevenueAmt
PY Grants And Similar Paid$1,239,337PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,643,504CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$245,372PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$269,321CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$80,608CYTotalFundraisingExpenseAmt
PY Other Expenses$303,583PYOtherExpensesAmt
CY Other Expenses$268,906CYOtherExpensesAmt
PY Total Expenses$1,788,292PYTotalExpensesAmt
CY Total Expenses$2,181,731CYTotalExpensesAmt
PY Revenues Less Expenses$49,499PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$67,358CYRevenuesLessExpensesAmt
Total Assets BOY$1,317,240TotalAssetsBOYAmt
Total Assets EOY$1,399,525TotalAssetsEOYAmt
Total Liabilities BOY$905,112TotalLiabilitiesBOYAmt
Total Liabilities EOY$921,049TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$412,128NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$478,476NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,062,342ExpenseAmt
Grant$1,062,342GrantAmt
DescCOMMUNITY IMPACT ALLOCATIONS - TRAINED VOLUNTEERS VISIT PROGRAM SITES AND REVIEW PROGRAM APPLICATIONS SO THEY ARE ABLE TO ALLOCATE FUNDS BASED ON THE REQUESTING AGENCY'S EFFECTIVENESS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. UNITED WAY OF CHARLOTTE COUNTY CONTINUALLY MONITORS PRESSING NEEDS AND BEST PRACTICES, IDENTIFIES AND MEASURES PROGRAM OUTCOMES, AND PARTICIPATES WITH COMMUNITY-WIDE PLANNING GROUPS TO COORDINATE IMPACT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$581,162ExpenseAmt
Grant$581,162GrantAmt
DescSEASON OF SHARING AND OTHER ASSISTANCE GRANTS - UNITED WAY SERVES AS THE ONLY SEASON OF SHARING FISCAL AGENT IN CHARLOTTE COUNTY TO PROVIDE ASSISTANCE FOR RENT/MORTGAGE AND UTILITY BILLS IN ITS EFFORTS TO PREVENT HOMELESSNESS AMONG THE COMMUNITY'S WORKING POOR. UNITED WAY WORKS IN PARTNERSHIP WITH CHURCH AND NON-PROFIT AGENCIES WHO HAVE TRAINED CASEWORKERS TO MAKE THE REFERRALS WHILE AT THE SAME TIME PROVIDING OTHER SERVICES FROM WHICH THE RECIPIENTS MIGHT BENEFIT. FUNDING IS PROVIDED VIA THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AND OTHER GRANTS. 100% OF THESE FUNDS GO TO CHARLOTTE COUNTY FAMILIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$25,144ExpenseAmt
DescCOLLECTIVE IMPACT INITIATIVE - A COLLECTIVE IMPACT MANAGER OVERSEES UNITED WAY'S SIX COLLABORATIVE PROGRAMS. THESE PROGRAMS FEATURE SHARED CLIENT AND SHARED OUTCOMES OVER TIME. THE MANAGER EVALUATES, ASSESSES, AND MEASURES THE COLLECTIVE IMPACT, FOCUSING ON PROGRAM ACTIVITIES AND MONITORING KEY INDICATORS AND OUTCOMES, ASSURING STRONG DATA REPORTING AND CONTINOUS COMMUNICATION. THIS WORK IS FUNDED BY COMMUNITY GRANTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$307,159ExpenseAmt
DescOPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCEDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$307,159TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$1,975,807TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G3IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF CHARLOTTE COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9416273539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117831 MURDOCK CRAddressLine1Txt
CityPORT CHARLOTTECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33948ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DR JOE BENDER
DIRECTORYes (X)$0$0$0
KRISTIN CARDONA
DIRECTORYes (X)$0$0$0
FRED CORT
PRESIDENT-ELYes (X)$0$0$0Yes (X)
MARCIA CULLINAN
DIRECTORYes (X)$0$0$0
STEPHEN CURASCO
TREASURERYes (X)$0$0$0Yes (X)
ROGER EATON
DIRECTORYes (X)$0$0$0
MICHAEL EHRAT
DIRECTORYes (X)$0$0$0
ERIN GANT
DIRECTORYes (X)$0$0$0
HARVEY GOLDBERG
IMMED PASTPRYes (X)$0$0$0Yes (X)
CARYN HUFF
DIRECTORYes (X)$0$0$0
CHARLOTTE MILLER
PRESIDENTYes (X)$0$0$0Yes (X)
VANESSA GRANT OLIVER
DIRECTORYes (X)$0$0$0
CARA REYNOLDS
DIRECTORYes (X)$0$0$0
W KEVIN RUSSELL
PAST PRESIDEYes (X)$0$0$0Yes (X)
KATHRYN WALLACE
DIRECTORYes (X)$0$0$0
PATRICE WESTON
DIRECTORYes (X)$0$0$0
BILL WOOD
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$791,533GovernmentGrantsAmt
All Other Contributions$1,399,925AllOtherContributionsAmt
Noncash Contributions$86,792NoncashContributionsAmt
Total Contributions$2,191,458TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$36TotalRevenueColumnAmt
Related Or Exempt Func Income$36RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$11,400RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$11,400RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,400TotalRevenueColumnAmt
Related Or Exempt Func Income$11,400RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPPP LOAN FORGIVENESSDesc
Total Revenue Column$46,195TotalRevenueColumnAmt
Related Or Exempt Func Income$46,195RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$46,195OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,249,089TotalRevenueColumnAmt
Related Or Exempt Func Income$57,631RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,062,342TotalAmt
Program Services$1,062,342ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$581,162TotalAmt
Program Services$581,162ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$231,974TotalAmt
Program Services$127,585ProgramServicesAmt
Management And General$57,994ManagementAndGeneralAmt
Fundraising$46,395FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,481TotalAmt
Program Services$10,715ProgramServicesAmt
Management And General$4,870ManagementAndGeneralAmt
Fundraising$3,896FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,866TotalAmt
Program Services$9,826ProgramServicesAmt
Management And General$4,467ManagementAndGeneralAmt
Fundraising$3,573FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,913TotalAmt
Program Services$2,978ProgramServicesAmt
Management And General$8,935ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,531TotalAmt
Program Services$3,336ProgramServicesAmt
Management And General$2,859ManagementAndGeneralAmt
Fundraising$3,336FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,589TotalAmt
Program Services$3,397ProgramServicesAmt
Management And General$8,833ManagementAndGeneralAmt
Fundraising$1,359FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,849TotalAmt
Program Services$11,094ProgramServicesAmt
Management And General$3,963ManagementAndGeneralAmt
Fundraising$792FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$266TotalAmt
Management And General$266ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,375TotalAmt
Program Services$10,762ProgramServicesAmt
Management And General$3,844ManagementAndGeneralAmt
Fundraising$769FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,024TotalAmt
Program Services$12,617ProgramServicesAmt
Management And General$4,506ManagementAndGeneralAmt
Fundraising$901FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,826TotalAmt
Program Services$1,777ProgramServicesAmt
Management And General$338ManagementAndGeneralAmt
Fundraising$711FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DONATED SERVICES$86,792$86,792
PROGRAM EXPENSE$51,154$51,154
DUES & SUBSCRIPTIONS$27,636$22,109$5,527
CAMPAIGN EXPENSE$13,330$13,330

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,621TotalAmt
Program Services$270ProgramServicesAmt
Management And General$2,332ManagementAndGeneralAmt
Fundraising$19FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,181,731TotalAmt
Program Services$1,975,807ProgramServicesAmt
Management And General$125,316ManagementAndGeneralAmt
Fundraising$80,608FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$655,605BOYAmt
EOY$750,674EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$189,890BOYAmt
EOY$195,114EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,774BOYAmt
EOY$1,790EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$714,592LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$262,645LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$469,971BOYAmt
EOY$451,947EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,317,240BOYAmt
EOY$1,399,525EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$667BOYAmt
EOY$670EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$325,000BOYAmt
EOY$400,997EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$950BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$287,292BOYAmt
EOY$259,043EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$291,203BOYAmt
EOY$260,339EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$905,112BOYAmt
EOY$921,049EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$321,533BOYAmt
EOY$455,453EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$90,595BOYAmt
EOY$23,023EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$412,128BOYAmt
EOY$478,476EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,317,240BOYAmt
EOY$1,399,525EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$67,358ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,010NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,169,855CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,783,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,829,408CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,832,674CurrentTaxYearMinus1YearAmt
Current Tax Year$2,191,458CurrentTaxYearAmt
Total$9,806,726TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,169,855CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,783,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,829,408CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,832,674CurrentTaxYearMinus1YearAmt
Current Tax Year$2,191,458CurrentTaxYearAmt
Total$9,806,726TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$9,806,726PublicSupportTotal170Amt
Total Support$9,806,726TotalSupportAmt
Gross Receipts Rltd Activities$74,869GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$381,602BeginningYearBalanceAmt
Investment Earnings Or Losses$4,550InvestmentEarningsOrLossesAmt
Other Expenditures$386,152OtherExpendituresAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$352,490BeginningYearBalanceAmt
Investment Earnings Or Losses$29,112InvestmentEarningsOrLossesAmt
End Year Balance$381,602EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$671,963OtherCostOrOtherBasisAmt
Depreciation$220,016DepreciationAmt
Book Value$451,947BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,700OtherCostOrOtherBasisAmt
Depreciation$9,700DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,232OtherCostOrOtherBasisAmt
Depreciation$18,232DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,697OtherCostOrOtherBasisAmt
Depreciation$14,697DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$451,947TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED AGENCY ALLOCATIONS$258,389
SECURITY DEPOSITS$1,950
FieldValueIRS element (for citing)
Total Liability$260,339TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,248,079TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,010NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,010RevenueNotReportedAmt
Revenue Subtotal$2,249,089RevenueSubtotalAmt
Total Revenue Per Form990$2,249,089TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,181,731TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,181,731ExpensesSubtotalAmt
Total Expenses Per Form990$2,181,731TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BIG BROTHERS BIG SISTERS
101 WEST VENICE AVEVENICEFL342855913618263$49,510MENTORING PG
CARE
PO BOX 510234PUNTA GORDAFL339515924350593$97,270CRIME VICTIM
CHARLOTTE CNTY HEALTHY START C
17940 TOLEDO BLADE BLVDPORT CHARLOTTEFL339486507270553$50,000PRENATAL CARE
CHARLOTTE CNTY HOMELESS COALIT
PO BOX 380157PORT CHARLOTTEFL339386501395253$216,496EMERG SHELTER
CHILDREN'S NETWORK OF SW FL
2232 ALTAMONT AVEPORT CHARLOTTEFL339012049682283$30,000RELA STIPEND
DRUG FREE CHARLOTTE COUNTY
1445 EDUCATION WAYPORT CHARLOTTEFL339480206836193$65,111SOCIAL NORMS
EARLY LEARNING COALITION
3028 CARING WAYPORT CHARLOTTEFL339526511447753$115,367EARLY CARE
HARRY CHAPIN FOOD BANKS
2126 ALICIA STPORT CHARLOTTEFL339015923321203$21,770FOOD RESCUE
SENIOR FRIENDSHIP CENTERS
1888 BROTHER GEENANSARASOTAFL342365915226143$12,900FRIENDSHIP
VIRGINIA B ANDES COMM CLINIC
PO BOX 381193PORT CHARLOTTEFL339386509586423$141,390CLINIC PHARM
BOYS & GIRLS CLUBS
17831 MURDOCK CRPORT CHARLOTTEFL339486507252473$72,250SCHOOL AGE CHILDREN
CHAPS
18200 PAULSON DRPORT CHARLOTTEFL339546504982983$10,000FOOD PANTRY
THE FL CENTER FOR EARLY CHILDHOOD
4620 17TH STSARASOTAFL342355919470243$25,000SCHOOL AGE CHILDREN
GUARDIAN AD LITEM
350 E MARION AVENUEPUNTA GORDAFL339505922965293$17,000PROGRAMS
CHARLOTTE BEHAVIORAL HEALTH CARE
1700 EDUCATION AVENUEPUNTA GORDAFL339505912349223$39,236PROGRAMS
OTHER ALLOCATIONS
$12,342
CHARLOTTE LOCAL EDUCATION FOUND
18150 MURDOCK CIRCLEPORT CHARLOTTEFL33948592592844$5,740GED SCHOLARSHIP PROG
SKY YMCA
701 CENTER ROADVENICEFL342855916296603$37,250PROGRAMS
CHARLOTTE PLAYERS INC
PO BOX 494088PORT CHARLOTTEFL33949237087894$14,750IMAGINATION LIBRARY
GULF COAST PARTNERSHIP
408 TAMIAMI TRAIL 121PUNTA GORDAFL33950383913077.$28,960HOMELESSNESS

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
SEASON OF SHARING$570,497
PUBLIX ASSISTANCE$10,665

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANTS. THE UNITED WAY REQUIRES REQULAR QUARTERLY REPORTING FROM THE RECIPIENT ORGANIZATIONS WITH DATA DETAILING HOW THE GRANT FUNDS ARE BEING SPENT. A COMPLETED ANNUAL REPORTING FORM IS SUBMITTED ALONG WITH FUNDING REQUESTS, IF ANY. THESE ARE PRESENTED TO A PANEL OF LOCAL COMMUNITY VOLUNTEERS FROM ALL WALKS OF LIFE WHO PRIORITIZE THE REQUESTS IN HARMONY WITH THE RESOURCES AVAILABLE AND THE COMMUNITY'S MOST PRESSING NEEDS.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$86,792NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DOPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCE
FORM 990, PAGE 6, PART VI, LINE 11BMANAGEMENT HAS PROVIDED A COPY OF THIS FORM 990 IN ITS ENTIRETY TO THE FULL BOARD AT ITS BOARD MEETING FOR APPROVAL PRIOR TO SIGNING AND MAILING.
FORM 990, PAGE 6, PART VI, LINE 12CCONFLICT OF INTEREST IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 15APOSITION SUMMARY: THE ROLE OF THE EXECUTIVE DIRECTOR IS TO ASSIST THE BOARD OF DIRECTORS IN THE FULFILLMENT OF THE ORGANIZATION'S MISSION AND IS RESPONSIBLE FOR ALL ADMINISTRATIVE, FUNDRAISING, FUND DISTRIBUTION OPERATIONS, AND STAKEHOLDER RELATIONSHIPS FOR THE ENTIRE ORGANIZATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. ANNUALLY, ALL UNITED WAY OF CHARLOTTE COUNTY BOARD MEMBERS COMPLETE THE ANNUAL PERFORMANCE APPRAISAL AND RETURN THE FORM TO THE BOARD PRESIDENT. THE BOARD PRESIDENT REVIEWS THE APPRAISALS WITH THE EXECUTIVE COMMITTE. THE UNITED WAY OF CHARLOTTE COUNTY (UWCC) UTILIZES THE FOLLOWING PROCESS FOR DETERMING COMPENSATION FOR ITS EXECUTIVE DIRECTOR. THE UWCC EXECUTIVE COMMITTEE EVALUATES A NUMBER OF REFERENCE POINTS TO DETERMINE THE APPROPRIATE SALARY RANGE AND ASSOCIATED SALARY TREATMENT. THESE REFERENCE POINTS INCLUDE PRIOR EXECUTIVE DIRECTOR SALARY HISTORY, 2019 UNITED WAY WORLDWIDE SALARY STUDY, OTHER CHARLOTTE COUNTY NON-PROFIT SALARIES, CHARLOTTE COUNTY WAGE & DATA STATISTICS AND THE UWCC FISCAL BUDGET. THE EXECUTIVE COMMITTEE RECOMMENDS ANY PROPOSED SALARY TREATMENT TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 15BKEY STAFF IS REVIWED ANNUALLY BY THE EXECUTIVE DIRECTOR WITH COMPENSATION PACKAGES, INCLUDING COLA AND MERIT PAY INCREASES, DETERMINED THROUGH COMPARABLE POSITIONS THROUGHOUT THE UNITED WAY SYSTEM AND SOUTHWEST FLORIDA NONPROFIT ORGANIZATIONS.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE AT THE OFFICE AND POSTED ON THE ORGANIZATION'S WEB PAGE.

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