United Way Of Charlotte County Inc
- Assets
- $1.4m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 8
- Location
- Port Charlotte, FL
- Founding
- 02/1977
- Data as of
- 03/2021
- EIN
- 59-1149995
Organization Overview
United Way Of Charlotte County Inc is located in Port Charlotte, FL. The organization was established in 1977. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2021, United Way Of Charlotte County Inc employed 8 individuals. This organization is the central organization for a national or regional group of organizations. United Way Of Charlotte County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2021, United Way Of Charlotte County Inc generated $2.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $2.2m during the year ending 03/2021. While expenses have increased by 1.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, United Way Of Charlotte County Inc has awarded 20 individual grants totaling $1,062,342. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY 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.
SEASON 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.
COLLECTIVE 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.
OPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCE
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charlotte Miller President | OfficerTrustee | $0 | |
Stephen Curasco Treasurer | OfficerTrustee | $0 | |
W Kevin Russell Past Preside | OfficerTrustee | $0 | |
Fred Cort President-El | OfficerTrustee | $0 | |
Harvey Goldberg Immed Pastpr | OfficerTrustee | $0 | |
Roger Eaton Director | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,191,458 |
| Investment income | $36 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $11,400 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,249,089 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $581,162 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $231,974 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $19,481 |
| Payroll taxes | $17,866 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $11,913 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $9,531 |
| Office expenses | $13,589 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $15,849 |
| Travel | $266 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $15,375 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,024 |
| Insurance | $2,826 |
| All other expenses | $0 |
| Total functional expenses | $2,181,731 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $750,674 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $195,114 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,790 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,399,525 |
| Accounts payable and accrued expenses | $670 |
| Grants payable | $400,997 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $259,043 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $260,339 |
| Total liabilities | $921,049 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $478,476 |
Grants Awarded
Over the last fiscal year, United Way Of Charlotte County Inc has awarded $1,062,342 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
Port Charlotte, FL PURPOSE: EMERG SHELTER | $216,496 |
Port Charlotte, FL PURPOSE: CLINIC PHARM | $141,390 |
Fort Myers, FL PURPOSE: EARLY CARE | $115,367 |
Punta Gorda, FL PURPOSE: CRIME VICTIM | $97,270 |
Port Charlotte, FL PURPOSE: SCHOOL AGE CHILDREN | $72,250 |
Port Charlotte, FL PURPOSE: SOCIAL NORMS | $65,111 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that United Way Of Charlotte County Inc has recieved totaling $488,371.
| Awarding Organization | Amount |
|---|---|
Community Foundation Of Sarasota County Inc Sarasota, FL PURPOSE: EMERGENCY ASSISTANCE, GENERAL SUPPORT | $423,604 |
Gulf Coast Community Foundation Inc Venice, FL PURPOSE: HUMAN SERVICES | $51,200 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $8,317 |
Fawcett Memorial Hospital Medical Staff Fund Inc Port Charlotte, FL PURPOSE: Families First Covid 19 | $5,000 |
Pfizer Foundation Inc New York, NY PURPOSE: MATCHING GIFTS | $250 |
Endowment Analysis
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Community Of Broward County Inc Davie, FL | $191,632,658 | $32,289,120 |
Jewish Federation Of South Palm Beach County Inc Boca Raton, FL | $220,329,393 | $31,215,392 |
United Way Of Lee County Inc Fort Myers, FL | $10,857,756 | $16,905,483 |
United Way Of Palm Beach County Inc West Palm Beach, FL | $24,619,192 | $14,282,959 |
United Way Of Brevard County Inc Rockledge, FL | $8,481,850 | $14,549,542 |
Ocean Reef Foundation Inc Key Largo, FL | $43,415,311 | $11,490,995 |
United Way Of Central Florida Inc Highland City, FL | $26,696,940 | $9,902,693 |
United Way Of The Coastal Empire Inc Savannah, GA | $26,438,024 | $9,161,083 |
United Way Of The Central Savannah River Area Inc Augusta, GA | $2,548,465 | $8,329,042 |
United Way Of The Chattahoochee Valley Inc Columbus, GA | $12,467,806 | $8,956,958 |
Town Of Palm Beach United Way Inc Palm Beach, FL | $16,686,552 | $8,087,830 |
The Jewish Federation Of Sarasota-Manatee Inc Sarasota, FL | $47,399,713 | $7,687,191 |