2024-09-29T15:43:34-04:00 2024-03-31 592067969 DEES & DEES CPA'S PA 3440 CONWAY BLVD SUITE 2C PORT CHARLOTTE FL 33952 990 2023-04-01 591149995 UNITED WAY OF CHARLOTTE COUNTY INC UNIT 9416273539 17831 MURDOCK CR SUITE A PORT CHARLOTTE FL 33948 STEPHEN FRANK CURASCO TREASURER 9416273539 2024-09-12 true false FRED B DEES JR P00013501 9416297595 2024-09-12 2023 2024-10-15 13:58:12Z KRISTIN CARDONA 17831 MURDOCK CIRCLE SUITE A PORT CHARLOTTE FL 33948 2645297 false X WWW.UNITEDWAYCCFL.ORG X 1974 FL MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY. 20 20 14 293 0 4081144 2585959 0 5827 58238 13864 1100 4100835 2645297 2421293 2230656 0 307683 339048 0 125673 373216 517227 3102192 3086931 998643 -441634 2702325 2329578 610230 679117 2092095 1650461 X MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY. false false 1294615 1062179 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. 1168477 1168477 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. 102442 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. 227082 OPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCE 227082 2792616 true true false false false false false false false false true false false true true false true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 7 0 false 14 true false false false false false false false false X 20 20 false false false false false false false true true false false false true true true true true true true false X X X UNITED WAY OF CHARLOTTE COUNTY INC 9416273539 17831 MURDOCK CR PORT CHARLOTTE FL 33948 ANGIE MATTHIESSEN EXECUTIVE DI 40.00 X 92147 0 0 NADIA DEMYANOVSKIY DIR. FINANCE 40.00 X 45830 0 0 JOSEPH BENDER DIRECTOR X 0 0 0 KRISTIN CARDONA PRESIDENT EL X X 0 0 0 KELLY CARR DIRECTOR X 0 0 0 FRED CORT PRESIDENT X X 0 0 0 MARCIA CULLINAN DIRECTOR X 0 0 0 STEPHEN FRANK CURASCO TREASURER X X 0 0 0 ALFRED CURRENT DIRECTOR X 0 0 0 AUSTIN DODD DIRECTOR X 0 0 0 ERIN GANT DIRECTOR X 0 0 0 CHARLOTTE MILLER PAST PRESIDE X X 0 0 0 KALEY MILLER DIRECTOR X 0 0 0 JULIE PRICE DIRECTOR X 0 0 0 MELISSA REICHERT DIRECTOR X 0 0 0 CARA REYNOLDS DIRECTOR X 0 0 0 LIZ SIDES DIRECTOR X 0 0 0 CLAUDETTE SMITH DIRECTOR X 0 0 0 JILL SPATOLA DIRECTOR X 0 0 0 KAY TRACY DIRECTOR X 0 0 0 KATHRYN WALLACE DIRECTOR X 0 0 0 BOB WHITE DIRECTOR X 0 0 0 137977 false false false 916546 1669413 26808 2585959 58238 58238 1100 1100 1100 1100 2645297 59338 1062179 1062179 1168477 1168477 262044 144125 65511 52408 55766 30671 13942 11153 21238 11680 5310 4248 14880 3720 11160 32625 11419 9787 11419 14238 3560 9254 1424 37017 25912 9254 1851 3083 3083 5699 5699 10217 7152 2554 511 19544 13681 4886 977 4216 2108 1265 843 PROGRAM EXPENSE 274232 274232 CAMPAIGN EXPENSE 38267 38267 DONATED SERVICES 26808 26808 DUES & SUBSCRIPTIONS 25724 2572 20580 2572 10677 4320 6357 3086931 2792616 168642 125673 1659540 1309567 177249 138437 12807 17335 724056 312640 430960 411416 421769 452823 2702325 2329578 2497 7579 381903 438159 197502 164095 28328 69284 610230 679117 X 2046060 880719 46035 769742 2092095 1650461 2702325 2329578 -441634 X false true X true false X 1832674 2191458 2010923 4081144 2585959 12702158 1832674 2191458 2010923 4081144 2585959 12702158 12702158 12702158 154422 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 671963 271703 400260 9700 9700 26840 16283 10557 15553 14954 599 411416 BENEFICIAL INTEREST HELD IN TRUST 452823 452823 ACCRUED AGENCY ALLOCATIONS 69284 69284 2645297 2645297 2645297 3086931 3086931 3086931 true BIG BROTHERS BIG SISTERS 101 WEST VENICE AVE VENICE FL 34285 591361826 3 27667 MENTORING PG CARE PO BOX 510234 PUNTA GORDA FL 33951 592435059 3 93917 CRIME VICTIM CHARLOTTE CNTY HEALTHY START C 17940 TOLEDO BLADE BLVD PORT CHARLOTTE FL 33948 650727055 3 28000 PRENATAL CARE CHARLOTTE CNTY HOMELESS COALIT PO BOX 380157 PORT CHARLOTTE FL 33938 650139525 3 260750 EMERG SHELTER CHILDREN'S NETWORK OF SW FL 2232 ALTAMONT AVE PORT CHARLOTTE FL 33901 204968228 3 29000 RELA STIPEND DRUG FREE CHARLOTTE COUNTY 1445 EDUCATION WAY PORT CHARLOTTE FL 33948 020683619 3 56883 SOCIAL NORMS EARLY LEARNING COALITION 3028 CARING WAY PORT CHARLOTTE FL 33952 651144775 3 88666 EARLY CARE SENIOR FRIENDSHIP CENTERS 1888 BROTHER GEENAN SARASOTA FL 34236 591522614 3 14216 FRIENDSHIP VIRGINIA B ANDES COMM CLINIC PO BOX 381193 PORT CHARLOTTE FL 33938 650958642 3 96000 CLINIC PHARM BOYS & GIRLS CLUBS 17831 MURDOCK CR PORT CHARLOTTE FL 33948 650725247 3 110850 SCHOOL AGE CHILDREN CHAPS 18200 PAULSON DR PORT CHARLOTTE FL 33954 650498298 3 12000 FOOD PANTRY THE FL CENTER FOR EARLY CHILDHOOD 4620 17TH ST SARASOTA FL 34235 591947024 3 25000 SCHOOL AGE CHILDREN GUARDIAN AD LITEM 350 E MARION AVENUE PUNTA GORDA FL 33950 592296529 3 33000 PROGRAMS VALERIE'S HOUSE PO BOX 1955 FORT MYERS FL 33902 473701240 3 70000 PROGRAMS YMCA OF SW FLORIDA 701 CENTER ROAD VENICE FL 34285 591629660 3 72667 PROGRAMS CHARLOTTE PLAYERS INC PO BOX 494088 PORT CHARLOTTE FL 33949 237087894 22667 IMAGINATION LIBRARY GOODWILL 5100 TICE STREET FORT MYERS FL 33905 596196141 3 19896 PROGRAMS SEASON OF SHARING 709087 PUBLIX ASSISTANCE 13378 DISASTER ASSISTANCE 446012 SCHEDULE I, PAGE 1, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANTS. THE UNITED WAY REQUIRES REQULAR 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. X 1 26808 false true false FORM 990, PAGE 2, PART III, LINE 4D OPERATING EXPENSES FOR OTHER PROGRAMS AND ASSISTANCE FORM 990, PAGE 6, PART VI, 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 MAILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A POSITION SUMMARY: THE ROLE OF THE EXECUTIVE DIRECTOR IS TO ASSIST THE BOARD OF DIRECTORS IN THE FULFILLMENT OF THE ORGANIZATION'S 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 COMMITTE. THE UNITED WAY OF CHARLOTTE COUNTY (UWCC) UTILIZES THE FOLLOWING PROCESS FOR DETERMING 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 NON-PROFIT 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, PAGE 6, PART VI, LINE 15B KEY STAFF IS REVIWED 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, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THE OFFICE AND POSTED ON THE ORGANIZATION'S WEB PAGE.