Nonprofit · EIN 59-1149995
UNITED WAY OF CHARLOTTE COUNTY INC
Tax-exempt · PT CHARLOTTE, FL 33948
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $2,768,765 | $2,761,154 | $7,611 | $2,296,944 | $638,872 | $1,658,072 |
| March 31, 2024 | 990 | $2,645,297 | $3,086,931 | -$441,634 | $2,329,578 | $679,117 | $1,650,461 |
| March 31, 2022 | 990 | $2,023,568 | $1,845,495 | $178,073 | $1,384,260 | $727,733 | $656,527 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,664,421
- of which government grants
- $994,046
- Program service revenue
- $0
- Investment income
- $50,523
- Net income from fundraising events
- $53,821
- Other revenue
- $53,821
Expenses
- Grants and similar amounts paid
- $1,889,280
- Compensation of officers, directors and key employees
- $95,806
- Other salaries and wages
- $394,207
- Salaries, compensation and benefits (total)
- $626,436
- Professional fundraising fees
- $0
- Accounting fees
- $4,320
- Travel
- $6,679
- Depreciation
- $20,708
- Program services (functional)
- $2,324,680
- Management and general (functional)
- $318,250
- Fundraising (functional)
- $118,224
Balance sheet and other
- Total assets, start of year
- $2,329,578
- Total assets, end of year
- $2,296,944
- Total liabilities, end of year
- $638,872
- Net assets, end of year
- $1,658,072
- Land, buildings and equipment
- $390,706
- Net assets without donor restrictions
- $854,878
- Net assets with donor restrictions
- $803,194
- Gross receipts
- $2,800,847
- Employees
- 10
- Volunteers
- 281
- Year formed
- 1974
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGIE MATTHIESSEN | CEO Trustee or director, Officer | 40 | $95,806 |
| KRISTIN CARDONA | President Trustee or director, Officer | 1 | $0 |
| KELLY CARR | Director Trustee or director | 1 | $0 |
| STEPHEN CURASCO | Treasurer Trustee or director, Officer | 1 | $0 |
| ERIN GANT | Director Trustee or director | 1 | $0 |
| CARA REYNOLDS | Director Trustee or director | 1 | $0 |
| KAY TRACY | Director Trustee or director | 1 | $0 |
| KATIE WALLACE | Director Trustee or director | 1 | $0 |
| BOB WHITE | Director Trustee or director | 1 | $0 |
| AUSTIN DODD | Director Trustee or director | 1 | $0 |
| MARCIA CULLINAN | VITA Chair Trustee or director | 1 | $0 |
| CHARLOTTE MILLER | Past President Trustee or director | 1 | $0 |
| DR JOE BENDER | Director Trustee or director | 1 | $0 |
| MELISSA REICHERT | Director Trustee or director | 1 | $0 |
| CLAUDETTE SMITH | Director Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KALEY MILLER | Director Trustee or director | 1 | $0 |
| ALFRED CURRENT | Director Trustee or director | 1 | $0 |
| FRED CORT | Past President Trustee or director | 1 | $0 |
| EVE SWEETING | Director Trustee or director | 1 | $0 |
| BRANDI LECLAIRE | Director Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGIE MATTHIESSEN | EXECUTIVE DI Officer | 40 | $92,147 |
| NADIA DEMYANOVSKIY | DIR. FINANCE Officer | 40 | $45,830 |
| JOSEPH BENDER | DIRECTOR Trustee or director | – | $0 |
| KRISTIN CARDONA | PRESIDENT EL Trustee or director, Officer | – | $0 |
| KELLY CARR | DIRECTOR Trustee or director | – | $0 |
| FRED CORT | PRESIDENT Trustee or director, Officer | – | $0 |
| MARCIA CULLINAN | DIRECTOR Trustee or director | – | $0 |
| STEPHEN FRANK CURASCO | TREASURER Trustee or director, Officer | – | $0 |
| ALFRED CURRENT | DIRECTOR Trustee or director | – | $0 |
| AUSTIN DODD | DIRECTOR Trustee or director | – | $0 |
| ERIN GANT | DIRECTOR Trustee or director | – | $0 |
| CHARLOTTE MILLER | PAST PRESIDE Trustee or director, Officer | – | $0 |
| KALEY MILLER | DIRECTOR Trustee or director | – | $0 |
| JULIE PRICE | DIRECTOR Trustee or director | – | $0 |
| MELISSA REICHERT | DIRECTOR Trustee or director | – | $0 |
| CARA REYNOLDS | DIRECTOR Trustee or director | – | $0 |
| LIZ SIDES | DIRECTOR Trustee or director | – | $0 |
| CLAUDETTE SMITH | DIRECTOR Trustee or director | – | $0 |
| JILL SPATOLA | DIRECTOR Trustee or director | – | $0 |
| KAY TRACY | DIRECTOR Trustee or director | – | $0 |
| KATHRYN WALLACE | DIRECTOR Trustee or director | – | $0 |
| BOB WHITE | DIRECTOR Trustee or director | – | $0 |
990 for the year ended March 31, 2022: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGIE MATTHIESSEN | EXECUTIVE DI Trustee or director | 40 | $79,288 |
| JOE BENDER | DIRECTOR Trustee or director | – | $0 |
| KRISTIN CARDONA | DIRECTOR Trustee or director | – | $0 |
| FRED COURT | DIRECTOR Trustee or director | – | $0 |
| MARCIA CULLINAN | DIRECTOR Trustee or director | – | $0 |
| STEPHEN CURASCO | TREASURER Trustee or director, Officer | – | $0 |
| MICHAEL EHRAT | DIRECTOR Trustee or director | – | $0 |
| ERIN GANT | DIRECTOR Trustee or director | – | $0 |
| HARVEY GOLDBERG | PAST PRESIDE Trustee or director, Officer | – | $0 |
| CARYN HUFF-SUFFERLING | DIRECTOR Trustee or director | – | $0 |
| TARA MCCOY | DIRECTOR Trustee or director | – | $0 |
| CHARLOTTE MILLER | PRESIDENT Trustee or director, Officer | – | $0 |
| KALEY MILLER | DIRECTOR Trustee or director | – | $0 |
| NICK NEMEC | DIRECTOR Trustee or director | – | $0 |
| VANESSA GRANT OLIVER | DIRECTOR Trustee or director | – | $0 |
| JULIE PRICE | DIRECTOR Trustee or director | – | $0 |
| MELISSA REICHERT | DIRECTOR Trustee or director | – | $0 |
| CARA REYNOLDS | DIRECTOR Trustee or director | – | $0 |
| LIZ SIDES | DIRECTOR Trustee or director | – | $0 |
| KAY TRACY | DIRECTOR Trustee or director | – | $0 |
| KATIE WALLACE | DIRECTOR Trustee or director | – | $0 |
| BILL WOOD | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 17831 MURDOCK CIR UNIT A, PT CHARLOTTE, FL 33948-4093
- Principal officer (990 for 2024)
- STEPHEN CURASCO, 17831 MURDOCK CIRCLE SUITE A, PORT CHARLOTTE, FL 33948
- Signed the 990
- STEPHEN CURASCO, Treasurer
- Phone
- (941) 627-3539
- Website
- WWW.UNITEDWAYCCFL.ORG
- Return prepared by
- Ashley Brown & Smith CPAS PA
Mission
MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.
Program accomplishments
- 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.Expenses $2,038,070 · grants $1,830,780
- 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.Expenses $186,647 · grants $54,750
- GENERAL AGENCY IMPACTExpenses $45,532
- 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.Expenses $43,697 · grants $3,750
- VITA PROVIDES FREE TAX PREPARATION SERVICES FOR CHARLOTTE COUNTY RESIDENTS.Expenses $10,734
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 59-1149995
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,296,944
- Income (IRS master file)
- $2,800,847
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $2,768,765 | $2,761,154 | $2,296,944 | XML |
| 990 | March 2024 | $2,645,297 | $3,086,931 | $2,329,578 | XML |
| 990 | March 2023 | $4,100,835 | $3,102,192 | $2,702,325 | IRS |
| 990 | March 2022 | $2,023,568 | $1,845,495 | $1,384,260 | XML |
| 990 | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1149995).
Questions about UNITED WAY OF CHARLOTTE COUNTY INC
- What is the EIN of UNITED WAY OF CHARLOTTE COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF CHARLOTTE COUNTY INC is 59-1149995.
- Is UNITED WAY OF CHARLOTTE COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to UNITED WAY OF CHARLOTTE COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF CHARLOTTE COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF CHARLOTTE COUNTY INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF CHARLOTTE COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of UNITED WAY OF CHARLOTTE COUNTY INC?
- The 990 for the year ended March 31, 2025 names STEPHEN CURASCO.
- Who are the officers and directors of UNITED WAY OF CHARLOTTE COUNTY INC?
- The 990 for the year ended March 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $95,806 (ANGIE MATTHIESSEN, CEO).
- How much revenue does UNITED WAY OF CHARLOTTE COUNTY INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $2,768,765, expenses of $2,761,154 and total assets of $2,296,944 at year end.
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