2026-02-10T14:38:20-08:00 2025-03-31 650771429 Ashley Brown & Smith CPAS PA 366 E Olympia Ave Punta Gorda FL 33950 990 2024-04-01 591149995 UNITED WAY OF CHARLOTTE COUNTY INC UNIT 9416273539 17831 MURDOCK CIRCLE SUITE A PORT CHARLOTTE FL 33948 STEPHEN CURASCO Treasurer 2025-02-10 true true Teresa Da Costa P02374825 9416396600 2024 2025-03-06 01:10:19Z STEPHEN CURASCO 17831 MURDOCK CIRCLE SUITE A PORT CHARLOTTE FL 33948 2800847 false X WWW.UNITEDWAYCCFL.ORG X 1974 FL MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY. 21 20 10 281 0 2585959 2664421 0 58238 50523 1100 53821 2645297 2768765 2230656 1889280 0 339048 626436 0 118224 517227 245438 3086931 2761154 -441634 7611 2329578 2296944 679117 638872 1650461 1658072 X MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY. false false 2038070 1830780 UNITED AT WORK INCLUDES EQUIPPING BUSINESSES WITH RESOURCES AND EMERGENCY SUPPORT TO HELP EMPLOYEES THRIVE AND COMMUNITIES STAY STRONG. THIS INCLUDES UNITED AT WORK SUMMIT, WORKPLACE THRIVE ACADEMY, SEASON OF SHARING, COMMUNITY DISASTER RESPONSE AND RESOURCE NAVIGATION AS WELL AS AGENCY ALLOCATIONS TO THE COUNTY FUNDED PROGRAMS. 186647 54750 FAMILY EMPOWERMENT INCLUDES INVESTING IN FAMILIES' GROWTH, WHICH ENABLES THEM TO THRIVE AND BUILD A LASTING LEGACY OF ACHIEVEMENT FOR FUTURE GENERATIONS. THIS INCLUDES CHARLOTTE COUNTY READS, KIDS THRIVE, WOMEN UNITED, PARENT ADVISORY COUNCIL, AND FAMILY ENGAGEMENT ACTIVITIES. 45532 GENERAL AGENCY IMPACT 43697 3750 AGELESS ENGAGEMENT INCLUDES MOBILIZING VOLUNTEERS TO REDUCE ISOLATION BY PROVIDING OPPORTUNITIES FOR ENGAGEMENT AND CONNECTION. THIS INCLUDES AGELESS UNITED, VOLUNTEER COORDINATION, SENIOR-FOCUSED COMMUNITY EVENTS, AND DIGITAL NAVIGATION COMMUNITY COLLABORATIONS. 10734 VITA PROVIDES FREE TAX PREPARATION SERVICES FOR CHARLOTTE COUNTY RESIDENTS. 54431 3750 2324680 true true false false false false false false false false true false false true true true true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 7 0 true 10 true false false false false false false false 0 false false false false false false false X 21 20 false false false false false false false true true false false true true true true true true true true false X X X ANGIE MATTHIESSEN 9416273539 17831 MURDOCK CIRCLE SUITE A PORT CHARLOTTE FL 33948 ANGIE MATTHIESSEN CEO 40.00 0.00 X X 95806 0 0 KRISTIN CARDONA President 1.00 0.00 X X 0 0 0 KELLY CARR Director 1.00 0.00 X 0 0 0 STEPHEN CURASCO Treasurer 1.00 0.00 X X 0 0 0 ERIN GANT Director 1.00 0.00 X 0 0 0 CARA REYNOLDS Director 1.00 0.00 X 0 0 0 KAY TRACY Director 1.00 0.00 X 0 0 0 KATIE WALLACE Director 1.00 0.00 X 0 0 0 BOB WHITE Director 1.00 0.00 X 0 0 0 AUSTIN DODD Director 1.00 0.00 X 0 0 0 MARCIA CULLINAN VITA Chair 1.00 0.00 X 0 0 0 CHARLOTTE MILLER Past President 1.00 0.00 X 0 0 0 DR JOE BENDER Director 1.00 0.00 X 0 0 0 MELISSA REICHERT Director 1.00 0.00 X 0 0 0 CLAUDETTE SMITH Director 1.00 0.00 X 0 0 0 KALEY MILLER Director 1.00 0.00 X 0 0 0 ALFRED CURRENT Director 1.00 0.00 X 0 0 0 FRED CORT Past President 1.00 0.00 X 0 0 0 EVE SWEETING Director 1.00 0.00 X 0 0 0 BRANDI LECLAIRE Director 1.00 0.00 X 0 0 0 95806 0 false false false 0 994046 1670375 17859 2664421 0 50523 50523 0 0 0 0 85903 32082 53821 0 0 0 2768765 50523 935160 935160 954120 954120 0 0 95806 51735 28742 15329 0 394207 211840 118282 64085 0 99402 55817 30649 12936 37021 19904 11124 5993 0 0 4320 4320 0 0 0 25851 5360 17127 3364 37634 75 37076 483 11064 1482 9226 356 0 0 0 6679 1563 3650 1466 0 0 8393 4515 2518 1360 0 20708 11139 6213 3356 7239 3920 2101 1218 DUES & SUBSCRIPTIONS 20991 20991 DONATED GOODS 17859 16111 1250 498 EVENT 14710 14710 SUPPLIES 12747 9505 3220 22 57243 27724 21761 7758 2761154 2324680 318250 118224 1309567 1350844 0 138437 124536 0 0 0 0 0 17335 7708 724057 333351 411416 390706 0 0 0 0 452823 423150 2329578 2296944 7579 38854 438159 438273 164095 128745 69284 33000 679117 638872 X 880719 854878 769742 803194 1650461 1658072 2329578 2296944 7611 X false true X true false X 2191458 2010923 4081144 2585959 2664421 13533905 0 0 2191458 2010923 4081144 2585959 2664421 13533905 1211401 12322504 50523 50523 0 0 13584428 154422 0.90710 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 671963 290023 381940 9700 9700 22741 18864 3877 19653 14764 4889 390706 BENEFICIAL INTEREST HELD IN TRUST 423150 423150 ACCRUED AGENCY ALLOCATIONS 33000 33000 X 2777765 9000 9000 2768765 2768765 2770154 9000 9000 2761154 2761154 Part X : FIN48 Footnote The Organization is a not-for-profit corporation and is exempt from federal income tax under Section 501 (c)(3) of the Internal Revenue Code. It qualifies for the charitable contribution deduction under Section 170(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(3). The Organization applies ASC 740, Income Taxes, in accounting for uncertainty in income tax positions. A tax position is recognized only if it is more likely than not to be sustained upon examination based on its technical merits and is measured as the largest amount of benefit greater than 50 percent likely of being realized upon settlement. The Organizations significant tax positions include its exemption under Section 501(c)(3). Management has concluded that it is more likely than not that these positions would be sustained upon examination. The Organizations policy is to recognize interest and penalties related to uncertain tax positions as income tax expense; none were recorded for the periods presented. The Organizations Forms 990 for 20222024 remain subject to examination by the IRS as of March 31, 2025. false EVENTS 85903 85903 32082 85903 85903 32082 32082 53821 true ANAs Friends 8270 College Parkway Suite205 Fort Myers FL 33919 592296529 501(c)(3) 21114 0 Programs BIG BROTHERS BIG SISTERS 101 WEST VENICE AVE VENICE FL 34285 591361826 501(c)(3) 21833 0 MENTORING PG Boys & Girls Clubs 17831 Murdock Circle Port Charlotte FL 33948 650725247 501(c)(3) 103032 0 School Age Children CARE PO Box 510234 Punta Gorda FL 33951 592435059 501(c)(3) 57800 0 Crime Victim Childrens Network of SWFL 2232 Altamonte Ave Port Charlotte FL 33901 204968228 501(c)(3) 23889 0 RELA Stipend Drug Free Charlotte County 1445 Education Way Port Charlotte FL 33948 020683619 501(c)(3) 31231 0 Social Norms Early Learning Coalition 3028 Caring Way Port Charlotte FL 33952 651144775 501(c)(3) 60548 0 Early Care Gilstad Literacy Foundation PO Box 510001 Punta Gorda FL 33951 872787392 501(c)(3) 14936 0 Programs Pregnancy Solutions Inc 950 S Tamiami Trl UNIT 105 Port Charlotte FL 33953 651085310 501(c)(3) 50000 0 Programs Senior Friendship Centers 1888 Brother Geenan Sarasota FL 34236 591522614 501(c)(3) 71369 0 Friendship St Vincent de Paul CARES 384 15th Street N St Petersburg FL 33705 592380770 501(c)(3) 169767 0 Programs The Dubin Center 12685 New Brittany Blvd Fort Myers FL 33907 650580633 501(c)(3) 11333 0 Programs The Fl Center for Early Child 4620 17th St Sarasota FL 34235 591947024 501(c)(3) 49326 0 School Age Children The Loveland Center 157 Havana Rd Venice FL 34292 591011392 501(c)(3) 17233 0 Programs Valeries House PO Box 1955 Fort Myers FL 33902 473701240 501(c)(3) 55250 0 Programs Virginia B Andes Comm Clinic PO Box 381193 Port Charlotte FL 33938 650958642 501(c)(3) 96759 0 Clinic Pharm YMCA of SW Florida 701 Center Road Venice FL 34285 591629660 501(c)(3) 79740 0 Programs 17 0 DISASTER GRANTS 239 222183 SEASON OF SHARING 425 698342 PUBLIX ASSISTANCE 66 33595 Grantmaker's Description of How Grants are Used THE UNITED WAY REQUIRES REGULAR 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. Form 990, Part VI, Section B, 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 FILING. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTEREST IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 15a POSITION SUMMARY: THE ROLE OF THE EXECUTIVE DIRECTOR IS TO ASSIST THE BOARD OF DIRECTORS IN THE FULFILLMENT OF THE ORGANIZATIONS 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 COMMITTEE. THE UNITED WAY OF CHARLOTTE COUNTY (UWCC) UTILIZES THE FOLLOWING PROCESS FOR DETERMINING 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 NONPROFIT 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, Part VI, Section B, Line 15b KEY STAFF IS REVIEWED 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, Part VI, Section C, Line 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THEIR OFFICE AND POSTED ON THE ORGANIZATION'S WEBSITE.