United Way Of South Sarasota County Inc
- Assets
- $2.0m
- Revenue
- $941.5k
- Investments
- $0.0
- Employees
- 5
- Location
- Venice, FL
- Founding
- 06/1966
- Data as of
- 12/2021
- EIN
- 59-1100846
Organization Overview
United Way Of South Sarasota County Inc is located in Venice, FL. The organization was established in 1966. 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 12/2021, United Way Of South Sarasota County Inc employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of South Sarasota 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 12/2021, United Way Of South Sarasota County Inc generated $941.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.2% each year. All expenses for the organization totaled $768.2k during the year ending 12/2021. While expenses have increased by 1.7% 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 2020, United Way Of South Sarasota County Inc has awarded 66 individual grants totaling $1,029,945. 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
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
A COMMUNITY FUND FOR OUR NEIGHBORS IN NEED.
Describe the Organization's Program Activity:
FUNDING ALLOCATIONS TO LOCAL UNITED WAY AGENCIES PROVIDING HUMAN SERVICES TO VENICE, ENGLEWOOD, NORTH PORT, NOKOMIS, LAUREL AND OSPREY, FLORIDA.
UNITED WAY SOUTH SARASOTA COUNTYS WOMEN UNITED WAS CREATED TO ENGAGE, EMPOWER, AND EDUCATE LOCAL WOMEN INTERESTED IN STRENGTHENING THEIR COMMUNITY THROUGH SELFLESS WORK SUCH AS FUND RAISING, VOLUNTEERING, NETWORKING, AND EDUCATIONAL OPPORTUNITIES.
VITA: VOLUNTEER INCOME TAX ASSISTANCE. VITA IS AN IRS PROGRAM THAT UTILIZES CERTIFIED VOLUNTEERS TO HELP PROVIDE FREE AND ACCURATE TAX PREPARATION SERVICES TO LOW- TO MODERATE-INCOME TAXPAYERS. THESE SERVICES ARE PROVIDED AT A VARIETY OF PUBLIC LOCATIONS SUCH AS LIBRARIES, SCHOOLS, AND NEIGHBORHOOD CENTERS IN CERTAIN HIGH-NEED AREAS. VITA HAS BEEN INSTRUMENTAL IN HELPING ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) HOUSEHOLDS RECEIVE THOUSANDS OF DOLLARS IN ADDITIONAL REFUNDS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Barbara Cruz President & CEO | OfficerTrustee | 40 | $68,899 |
Austin Dodd Secretary | OfficerTrustee | 0 | $0 |
Kathy Castellano Treasurer | OfficerTrustee | 0 | $0 |
Sharma Ferrugia Vice Chair | OfficerTrustee | 0 | $0 |
Brent Pinkerton Director | Trustee | 0 | $0 |
Mariel Arbuckle-Terone Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $662,237 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $662,237 |
| Total Program Service Revenue | $54,457 |
| Investment income | $109,928 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $3,566 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $1,046 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $941,506 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $373,906 |
| Grants and other assistance to domestic individuals. | $16,731 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $68,899 |
| Compensation of current officers, directors, key employees. | $32,452 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $158,048 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,033 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,412 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $71,134 |
| Information technology | $6,674 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,448 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,911 |
| Insurance | $692 |
| All other expenses | $7,463 |
| Total functional expenses | $768,241 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $40,120 |
| Savings and temporary cash investments | $412,606 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $17,042 |
| 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 | $2,668 |
| Net Land, buildings, and equipment | $190,252 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,288,340 |
| Total assets | $1,951,028 |
| Accounts payable and accrued expenses | $16,222 |
| Grants payable | $0 |
| 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 | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $280,000 |
| Total liabilities | $296,222 |
| Net assets without donor restrictions | $1,602,043 |
| Net assets with donor restrictions | $52,763 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,951,028 |
Grants Awarded
Over the last fiscal year, United Way Of South Sarasota County Inc has awarded $368,073 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
North Port, FL PURPOSE: LOCAL ASSISTANCE ALLOCATION | $31,500 |
Venice, FL PURPOSE: LOCAL ASSISTANCE ALLOCATION | $31,250 |
Sarasota, FL PURPOSE: LOCAL ASSISTANCE ALLOCATION | $29,375 |
Venice, FL PURPOSE: LOCAL ASSISTANCE ALLOCATION | $28,750 |
FAMILY PROMISE OF SARASOTA PURPOSE: LOCAL ASSISTANCE ALLOCATION | $28,500 |
Sarasota, FL PURPOSE: LOCAL ASSISTANCE ALLOCATION | $23,417 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that United Way Of South Sarasota County Inc has recieved totaling $20,000.
| Awarding Organization | Amount |
|---|---|
Reuben B Resnik And Helga M Resnik Foundation Dallas, TX PURPOSE: UNRESTRICTED GENERAL | $20,000 |
Endowment Analysis
| Beg. Balance | $1,084,347 |
| Earnings | $178,388 |
| Admin Expense | $8,790 |
| Net Contributions | $12,272 |
| Other Expense | $30,839 |
| Ending Balance | $1,235,378 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Greater Miami Jewish Federation Miami, FL | $526,029,047 | $149,579,528 |
United Way Miami Inc Miami, FL | $146,891,881 | $55,112,888 |
Community Action Partnership Of North Alabama Inc Decatur, AL | $106,792,545 | $49,339,847 |
United Way Of Northeast Florida Inc Jacksonville, FL | $41,231,391 | $43,923,077 |
Jewish Federation Of Greater Atlanta Inc Atlanta, GA | $335,156,066 | $46,977,032 |
Jewish Federation Of Palm Beach County Inc West Palm Beach, FL | $188,649,798 | $40,996,005 |
United Way Of Broward County Fort Lauderdale, FL | $30,254,563 | $21,112,252 |
Heart Of Florida United Way Orlando, FL | $52,280,258 | $21,120,938 |
United Way Suncoast Inc Tampa, FL | $59,673,502 | $17,914,764 |
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 |