UNITED WAY OF CHARLOTTE COUNTY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF CHARLOTTE COUNTY INC (EIN 59-1149995)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-10
- IRS object ID
- 202610419349301866
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-10T14:38:20-08:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650771429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ashley Brown & Smith CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 366 E Olympia Ave | AddressLine1Txt |
| City | Punta Gorda | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591149995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF CHARLOTTE COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9416273539 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17831 MURDOCK CIRCLE SUITE A | AddressLine1Txt |
| City | PORT CHARLOTTE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN CURASCO | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Teresa Da Costa | PreparerPersonNm |
| PTIN | P02374825 | PTIN |
| Phone | 9416396600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN CURASCO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17831 MURDOCK CIRCLE SUITE A | AddressLine1Txt |
| City | PORT CHARLOTTE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,800,847 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYCCFL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 281 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,585,959 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,664,421 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,238 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,523 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,100 | PYOtherRevenueAmt |
| CY Other Revenue | $53,821 | CYOtherRevenueAmt |
| PY Total Revenue | $2,645,297 | PYTotalRevenueAmt |
| CY Total Revenue | $2,768,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,230,656 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,889,280 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $339,048 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $626,436 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $118,224 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $517,227 | PYOtherExpensesAmt |
| CY Other Expenses | $245,438 | CYOtherExpensesAmt |
| PY Total Expenses | $3,086,931 | PYTotalExpensesAmt |
| CY Total Expenses | $2,761,154 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$441,634 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,611 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,329,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,296,944 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $679,117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $638,872 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,650,461 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,658,072 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,038,070 | ExpenseAmt |
| Grant | $1,830,780 | GrantAmt |
| Desc | UNITED AT WORK INCLUDES EQUIPPING BUSINESSES WITH RESOURCES AND EMERGENCY SUPPORT TO HELP EMPLOYEES THRIVE AND COMMUNITIES STAY STRONG. THIS INCLUDES UNITED AT WORK SUMMIT, WORKPLACE THRIVE ACADEMY, SEASON OF SHARING, COMMUNITY DISASTER RESPONSE AND RESOURCE NAVIGATION AS WELL AS AGENCY ALLOCATIONS TO THE COUNTY FUNDED PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,647 | ExpenseAmt |
| Grant | $54,750 | GrantAmt |
| Desc | FAMILY EMPOWERMENT INCLUDES INVESTING IN FAMILIES' GROWTH, WHICH ENABLES THEM TO THRIVE AND BUILD A LASTING LEGACY OF ACHIEVEMENT FOR FUTURE GENERATIONS. THIS INCLUDES CHARLOTTE COUNTY READS, KIDS THRIVE, WOMEN UNITED, PARENT ADVISORY COUNCIL, AND FAMILY ENGAGEMENT ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,532 | ExpenseAmt |
| Desc | GENERAL AGENCY IMPACT | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $43,697 | $3,750 | AGELESS ENGAGEMENT INCLUDES MOBILIZING VOLUNTEERS TO REDUCE ISOLATION BY PROVIDING OPPORTUNITIES FOR ENGAGEMENT AND CONNECTION. THIS INCLUDES AGELESS UNITED, VOLUNTEER COORDINATION, SENIOR-FOCUSED COMMUNITY EVENTS, AND DIGITAL NAVIGATION COMMUNITY COLLABORATIONS. |
| $10,734 | VITA PROVIDES FREE TAX PREPARATION SERVICES FOR CHARLOTTE COUNTY RESIDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $54,431 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,750 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,324,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGIE MATTHIESSEN | PersonNm |
| Phone | 9416273539 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17831 MURDOCK CIRCLE SUITE A | AddressLine1Txt |
| City | PORT CHARLOTTE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33948 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ANGIE MATTHIESSEN | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $95,806 | $0 | $0 |
| KRISTIN CARDONA | |||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY CARR | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN CURASCO | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIN GANT | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARA REYNOLDS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAY TRACY | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE WALLACE | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB WHITE | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AUSTIN DODD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA CULLINAN | |||||||
| VITA Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE MILLER | |||||||
| Past President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOE BENDER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA REICHERT | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDETTE SMITH | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KALEY MILLER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALFRED CURRENT | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRED CORT | |||||||
| Past President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EVE SWEETING | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDI LECLAIRE | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $95,806 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $994,046 | GovernmentGrantsAmt |
| All Other Contributions | $1,670,375 | AllOtherContributionsAmt |
| Noncash Contributions | $17,859 | NoncashContributionsAmt |
| Total Contributions | $2,664,421 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,523 | TotalRevenueColumnAmt |
| Exclusion | $50,523 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $85,903 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $32,082 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,821 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,768,765 | TotalRevenueColumnAmt |
| Exclusion | $50,523 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,160 | TotalAmt |
| Program Services | $935,160 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,120 | TotalAmt |
| Program Services | $954,120 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,806 | TotalAmt |
| Program Services | $51,735 | ProgramServicesAmt |
| Management And General | $28,742 | ManagementAndGeneralAmt |
| Fundraising | $15,329 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,207 | TotalAmt |
| Program Services | $211,840 | ProgramServicesAmt |
| Management And General | $118,282 | ManagementAndGeneralAmt |
| Fundraising | $64,085 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,402 | TotalAmt |
| Program Services | $55,817 | ProgramServicesAmt |
| Management And General | $30,649 | ManagementAndGeneralAmt |
| Fundraising | $12,936 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,021 | TotalAmt |
| Program Services | $19,904 | ProgramServicesAmt |
| Management And General | $11,124 | ManagementAndGeneralAmt |
| Fundraising | $5,993 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,320 | TotalAmt |
| Management And General | $4,320 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,851 | TotalAmt |
| Program Services | $5,360 | ProgramServicesAmt |
| Management And General | $17,127 | ManagementAndGeneralAmt |
| Fundraising | $3,364 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,634 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $37,076 | ManagementAndGeneralAmt |
| Fundraising | $483 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,064 | TotalAmt |
| Program Services | $1,482 | ProgramServicesAmt |
| Management And General | $9,226 | ManagementAndGeneralAmt |
| Fundraising | $356 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,679 | TotalAmt |
| Program Services | $1,563 | ProgramServicesAmt |
| Management And General | $3,650 | ManagementAndGeneralAmt |
| Fundraising | $1,466 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,393 | TotalAmt |
| Program Services | $4,515 | ProgramServicesAmt |
| Management And General | $2,518 | ManagementAndGeneralAmt |
| Fundraising | $1,360 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,708 | TotalAmt |
| Program Services | $11,139 | ProgramServicesAmt |
| Management And General | $6,213 | ManagementAndGeneralAmt |
| Fundraising | $3,356 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,239 | TotalAmt |
| Program Services | $3,920 | ProgramServicesAmt |
| Management And General | $2,101 | ManagementAndGeneralAmt |
| Fundraising | $1,218 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $20,991 | $20,991 | ||
| DONATED GOODS | $17,859 | $1,250 | $16,111 | $498 |
| EVENT | $14,710 | $14,710 | ||
| SUPPLIES | $12,747 | $3,220 | $9,505 | $22 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,243 | TotalAmt |
| Program Services | $27,724 | ProgramServicesAmt |
| Management And General | $21,761 | ManagementAndGeneralAmt |
| Fundraising | $7,758 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,761,154 | TotalAmt |
| Program Services | $2,324,680 | ProgramServicesAmt |
| Management And General | $318,250 | ManagementAndGeneralAmt |
| Fundraising | $118,224 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,567 | BOYAmt |
| EOY | $1,350,844 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,437 | BOYAmt |
| EOY | $124,536 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,335 | BOYAmt |
| EOY | $7,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $724,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $333,351 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,416 | BOYAmt |
| EOY | $390,706 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,823 | BOYAmt |
| EOY | $423,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,578 | BOYAmt |
| EOY | $2,296,944 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,579 | BOYAmt |
| EOY | $38,854 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,159 | BOYAmt |
| EOY | $438,273 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,095 | BOYAmt |
| EOY | $128,745 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,284 | BOYAmt |
| EOY | $33,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,117 | BOYAmt |
| EOY | $638,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,719 | BOYAmt |
| EOY | $854,878 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,742 | BOYAmt |
| EOY | $803,194 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,461 | BOYAmt |
| EOY | $1,658,072 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,578 | BOYAmt |
| EOY | $2,296,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,611 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,191,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,010,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,081,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,585,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,664,421 | CurrentTaxYearAmt |
| Total | $13,533,905 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,191,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,010,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,081,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,585,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,664,421 | CurrentTaxYearAmt |
| Total | $13,533,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,211,401 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,322,504 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $50,523 | CurrentTaxYearAmt |
| Total | $50,523 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,584,428 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $154,422 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90710 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $671,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,023 | DepreciationAmt |
| Book Value | $381,940 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,700 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,864 | DepreciationAmt |
| Book Value | $3,877 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,764 | DepreciationAmt |
| Book Value | $4,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $390,706 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST HELD IN TRUST | Desc |
| Book Value | $423,150 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $423,150 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED AGENCY ALLOCATIONS | Desc |
| Amt | $33,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,777,765 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $9,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $9,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,768,765 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,768,765 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,770,154 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $9,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $9,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,761,154 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,761,154 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Organization is a not-for-profit corporation and is exempt from federal income tax under Section 501 (c)(3) of the Internal Revenue Code. It qualifies for the charitable contribution deduction under Section 170(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(3). The Organization applies ASC 740, Income Taxes, in accounting for uncertainty in income tax positions. A tax position is recognized only if it is more likely than not to be sustained upon examination based on its technical merits and is measured as the largest amount of benefit greater than 50 percent likely of being realized upon settlement. The Organizations significant tax positions include its exemption under Section 501(c)(3). Management has concluded that it is more likely than not that these positions would be sustained upon examination. The Organizations policy is to recognize interest and penalties related to uncertain tax positions as income tax expense; none were recorded for the periods presented. The Organizations Forms 990 for 20222024 remain subject to examination by the IRS as of March 31, 2025. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EVENTS | Event1Nm |
| Gross Receipts Event1 | $85,903 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $85,903 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $32,082 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $85,903 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $85,903 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,082 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,082 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $53,821 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ANAs Friends | ||||||||
| 8270 College Parkway Suite205 | Fort Myers | FL | 33919 | 592296529 | 501(c)(3) | $21,114 | $0 | Programs |
| BIG BROTHERS BIG SISTERS | ||||||||
| 101 WEST VENICE AVE | VENICE | FL | 34285 | 591361826 | 501(c)(3) | $21,833 | $0 | MENTORING PG |
| Boys & Girls Clubs | ||||||||
| 17831 Murdock Circle | Port Charlotte | FL | 33948 | 650725247 | 501(c)(3) | $103,032 | $0 | School Age Children |
| CARE | ||||||||
| PO Box 510234 | Punta Gorda | FL | 33951 | 592435059 | 501(c)(3) | $57,800 | $0 | Crime Victim |
| Childrens Network of SWFL | ||||||||
| 2232 Altamonte Ave | Port Charlotte | FL | 33901 | 204968228 | 501(c)(3) | $23,889 | $0 | RELA Stipend |
| Drug Free Charlotte County | ||||||||
| 1445 Education Way | Port Charlotte | FL | 33948 | 020683619 | 501(c)(3) | $31,231 | $0 | Social Norms |
| Early Learning Coalition | ||||||||
| 3028 Caring Way | Port Charlotte | FL | 33952 | 651144775 | 501(c)(3) | $60,548 | $0 | Early Care |
| Gilstad Literacy Foundation | ||||||||
| PO Box 510001 | Punta Gorda | FL | 33951 | 872787392 | 501(c)(3) | $14,936 | $0 | Programs |
| Pregnancy Solutions Inc | ||||||||
| 950 S Tamiami Trl UNIT 105 | Port Charlotte | FL | 33953 | 651085310 | 501(c)(3) | $50,000 | $0 | Programs |
| Senior Friendship Centers | ||||||||
| 1888 Brother Geenan | Sarasota | FL | 34236 | 591522614 | 501(c)(3) | $71,369 | $0 | Friendship |
| St Vincent de Paul CARES | ||||||||
| 384 15th Street N | St Petersburg | FL | 33705 | 592380770 | 501(c)(3) | $169,767 | $0 | Programs |
| The Dubin Center | ||||||||
| 12685 New Brittany Blvd | Fort Myers | FL | 33907 | 650580633 | 501(c)(3) | $11,333 | $0 | Programs |
| The Fl Center for Early Child | ||||||||
| 4620 17th St | Sarasota | FL | 34235 | 591947024 | 501(c)(3) | $49,326 | $0 | School Age Children |
| The Loveland Center | ||||||||
| 157 Havana Rd | Venice | FL | 34292 | 591011392 | 501(c)(3) | $17,233 | $0 | Programs |
| Valeries House | ||||||||
| PO Box 1955 | Fort Myers | FL | 33902 | 473701240 | 501(c)(3) | $55,250 | $0 | Programs |
| Virginia B Andes Comm Clinic | ||||||||
| PO Box 381193 | Port Charlotte | FL | 33938 | 650958642 | 501(c)(3) | $96,759 | $0 | Clinic Pharm |
| YMCA of SW Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | 591629660 | 501(c)(3) | $79,740 | $0 | Programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DISASTER GRANTS | 239 | $222,183 |
| SEASON OF SHARING | 425 | $698,342 |
| PUBLIX ASSISTANCE | 66 | $33,595 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THE UNITED WAY REQUIRES REGULAR 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | MANAGEMENT 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 FILING. |
| Form 990, Part VI, Section B, Line 12c | CONFLICT OF INTEREST IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section B, Line 15a | POSITION SUMMARY: THE ROLE OF THE EXECUTIVE DIRECTOR IS TO ASSIST THE BOARD OF DIRECTORS IN THE FULFILLMENT OF THE ORGANIZATIONS 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 COMMITTEE. THE UNITED WAY OF CHARLOTTE COUNTY (UWCC) UTILIZES THE FOLLOWING PROCESS FOR DETERMINING 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, 2021 UNITED WAY WORLDWIDE SALARY STUDY, OTHER CHARLOTTE COUNTY NONPROFIT 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, Part VI, Section B, Line 15b | KEY STAFF IS REVIEWED 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, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS ARE AVAILABLE AT THEIR OFFICE AND POSTED ON THE ORGANIZATION'S WEBSITE. |
Comments