United Way Of Charlotte County Inc
- Assets
- $2.3m
- Revenue
- $2.6m
- Investments
- $0.0
- Employees
- 14
- Location
- Port Charlotte, FL
- Founding
- 02/1977
- Data as of
- 03/2024
- 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 03/2024, United Way Of Charlotte County Inc employed 14 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 03/2024, United Way Of Charlotte County Inc generated $2.6m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 4.1% each year. All expenses for the organization totaled $3.1m during the year ending 03/2024. While expenses have increased by 9.1% per year over the past 4 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 72 individual grants totaling $4,126,516. 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
2024
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.
OPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCE
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Angie Matthiessen Executive Di | Officer | 40 | $92,147 |
Nadia Demyanovskiy Dir. Finance | Officer | 40 | $45,830 |
Joseph Bender Director | Trustee | $0 | |
Kristin Cardona President El | OfficerTrustee | $0 | |
Kelly Carr Director | Trustee | $0 | |
Fred Cort President | OfficerTrustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $916,546 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,669,413 |
| Noncash contributions included in lines 1a–1f | $26,808 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,585,959 |
| Total Program Service Revenue | $0 |
| Investment income | $58,238 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $1,100 |
| 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 | $2,645,297 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,062,179 |
| Grants and other assistance to domestic individuals. | $1,168,477 |
| 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 of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $262,044 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $55,766 |
| Payroll taxes | $21,238 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $14,880 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $32,625 |
| Office expenses | $14,238 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $37,017 |
| Travel | $3,083 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $5,699 |
| Interest | $10,217 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $19,544 |
| Insurance | $4,216 |
| All other expenses | $10,677 |
| Total functional expenses | $3,086,931 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,309,567 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $138,437 |
| 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 | $17,335 |
| Net Land, buildings, and equipment | $411,416 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $452,823 |
| Total assets | $2,329,578 |
| Accounts payable and accrued expenses | $7,579 |
| Grants payable | $438,159 |
| 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 | $164,095 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $69,284 |
| Total liabilities | $679,117 |
| Net assets without donor restrictions | $880,719 |
| Net assets with donor restrictions | $769,742 |
| 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 | $2,329,578 |
Grants Awarded
Over the last fiscal year, United Way Of Charlotte County Inc has awarded $1,061,179 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
CARE PURPOSE: CRIME VICTIM | $93,917 |
BIG BROTHERS BIG SISTERS PURPOSE: MENTORING PG | $27,667 |
CHARLOTTE CNTY HEALTHY START C PURPOSE: PRENATAL CARE | $28,000 |
CHARLOTTE CNTY HOMELESS COALIT PURPOSE: EMERG SHELTER | $260,750 |
CHILDREN'S NETWORK OF SW FL PURPOSE: RELA STIPEND | $29,000 |
DRUG FREE CHARLOTTE COUNTY PURPOSE: SOCIAL NORMS | $56,883 |