United Way Of St Lucie & Okeechobee Inc
- Assets
- $4.0m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 7
- Location
- Fort Pierce, FL
- Founding
- 08/1968
- Data as of
- 06/2023
- EIN
- 59-6212157
Organization Overview
United Way Of St Lucie & Okeechobee Inc is located in Fort Pierce, FL. The organization was established in 1968. 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 06/2023, United Way Of St Lucie & Okeechobee Inc employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of St Lucie & Okeechobee 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 06/2023, United Way Of St Lucie & Okeechobee Inc generated $1.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (7.0%) each year. All expenses for the organization totaled $1.5m during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (3.6%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, United Way Of St Lucie & Okeechobee Inc has awarded 107 individual grants totaling $3,668,273. 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATION IS THE CORNERSTONE OF INDIVIDUAL & COMMUNITY SUCCESS. THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 7 PROGRAMS THAT INCLUDE SUBSIDIES TO WORKING FAMILIES FOR QUALITY PRE-K EDUCATION, ONE-ON-ONE READING MENTORS, INTERVENTION AND PREVENTION PROGRAMS SPECIFICALLY FOR GIRLS, AND MUCH MORE.
THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 10 PROGRAMS FOCUSED ON ASSISTING INDIVIDUALS AND FAMILIES TO ACHIEVE JOB READINESS, PROVIDE NUTRITIONAL MEALS, PROVIDE CLOTHING FOR SCHOOL AND EMPLOYMENT, AND PROVIDE FINANCIAL EDUCATION AND GOAL SETTING SKILLS.
HEALTH IS THE PILLAR FOR THE OVERALL SUCCESS OF OUR COMMUNITY.THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 13 PROGRAMS FOCUSED ON PROVIDING ACCESS TO FREE, QUALITY HEALTH CARE, ACCESS TO PRENATAL SERVICES, ACCESS TO DENTAL EXAMS AND DENTAL CARE FOR CHILDREN AND MUCH MORE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Aneisha Graydon Director | Trustee | 1 | $0 |
Rhonda Wigglesworth Director | OfficerTrustee | 1 | $0 |
Bob Bysshe Director | Trustee | 1 | $0 |
Thomas Epsky Director | Trustee | 1 | $0 |
Russ Brown Director | Trustee | 1 | $0 |
Mindy Howes Treasurer | Trustee | 2 | $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 | $986,620 |
| Noncash contributions included in lines 1a–1f | $47,068 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $986,620 |
| Total Program Service Revenue | $0 |
| Investment income | $117,531 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $207,205 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,311,356 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $566,442 |
| Grants and other assistance to domestic individuals. | $76,243 |
| 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 | $473,208 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $26,826 |
| Payroll taxes | $36,515 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $10,525 |
| Advertising and promotion | $5,368 |
| Office expenses | $8,676 |
| Information technology | $46,235 |
| Royalties | $0 |
| Occupancy | $75,907 |
| Travel | $8,628 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,784 |
| Insurance | $3,989 |
| All other expenses | $39,900 |
| Total functional expenses | $1,475,438 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $368,948 |
| Savings and temporary cash investments | $352,217 |
| Pledges and grants receivable | $375,881 |
| Accounts receivable, net | $59,824 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $196,160 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $7,155 |
| Investments—publicly traded securities | $2,617,248 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,957 |
| Total assets | $3,984,390 |
| Accounts payable and accrued expenses | $349,933 |
| Grants payable | $563,864 |
| Deferred revenue | $800 |
| 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 | $0 |
| Total liabilities | $914,597 |
| Net assets without donor restrictions | $2,681,655 |
| Net assets with donor restrictions | $388,138 |
| 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 | $3,984,390 |
Grants Awarded
Over the last fiscal year, United Way Of St Lucie & Okeechobee Inc has awarded $528,048 in support to 20 organizations.
| Grant Recipient | Amount |
|---|---|
THE INNER TRUTH PROJECT PURPOSE: FINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSEFINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSE | $33,500 |
UNITED AGAINST POVERTY PURPOSE: FINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSE | $14,000 |
MUSTARD SEED MINISTRIES OF FORT PIERCE INC PURPOSE: FINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSE | $127,120 |
PROJECT LIFT PURPOSE: FINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSE | $20,500 |
HEALTHY START COALITION OF ST LUCIE COUNTY INC PURPOSE: FINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION INCOMEFINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSE | $33,143 |
ROUNDTABLE OF SLC PURPOSE: FINANCIAL ASSISTANCE TO HELP LOCAL NON PROFIT MEET EXEMPT FUNCTION PURPOSE | $25,180 |