Nonprofit · EIN 59-2766815
UNITED WAY OF CITRUS COUNTY INC
Tax-exempt · CRYSTAL RIVER, FL 34429
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $773,757 | $724,191 | $49,566 | $788,117 | $61,882 | $726,235 |
| June 30, 2024 | 990 (amended) | $824,256 | $690,536 | $133,720 | $745,182 | $68,513 | $676,669 |
| June 30, 2023 | 990 (amended) | $670,469 | $509,936 | $160,533 | $619,617 | $76,668 | $542,949 |
| June 30, 2022 | 990 (amended) | $941,277 | $999,554 | -$58,277 | $440,179 | $19,810 | $420,369 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $628,845
- of which government grants
- $11,235
- Program service revenue
- $0
- Investment income
- $18,431
- Net income from fundraising events
- $126,481
- Other revenue
- $126,481
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $246,545
- Salaries, compensation and benefits (total)
- $246,545
- Professional fundraising fees
- $0
- Accounting fees
- $11,604
- Occupancy
- $20,648
- Travel
- $6,141
- Depreciation
- $457
- Program services (functional)
- $497,641
- Management and general (functional)
- $141,581
- Fundraising (functional)
- $84,969
Balance sheet and other
- Total assets, start of year
- $745,182
- Total assets, end of year
- $788,117
- Total liabilities, end of year
- $61,882
- Net assets, end of year
- $726,235
- Land, buildings and equipment
- $875
- Net assets without donor restrictions
- $611,341
- Net assets with donor restrictions
- $114,894
- Gross receipts
- $784,363
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1986
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CREGG DALTON | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| SONYA WARDEN | SECRETARY Trustee or director, Officer | 5 | $0 |
| TOMIKA SPIRES-HANSSEN | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| ALAN TEDRICK | TREASURER Trustee or director, Officer | 5 | $0 |
| ANGELA JOHNSON-WEGZYN | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA SLANKER | DIRECTOR Trustee or director | 1 | $0 |
| GENE MCGEE | DIRECTOR Trustee or director | 1 | $0 |
| MIKE WOOD | DIRECTOR Trustee or director | 1 | $0 |
| KOURTNEY WORKMAN | DIRECTOR Trustee or director | 1 | $0 |
| JOE CANOVA | DIRECTOR Trustee or director | 1 | $0 |
| JAMEN MONBARREN | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN BRASHEAR | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY WEBER-JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| ALICIA ALLEN | DIRECTOR Trustee or director | 1 | $0 |
| MARTIN GILES | DIRECTOR Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES TOY | DIRECTOR Trustee or director | 1 | $0 |
| ASHTON WESTER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY HOLTE | CHAIR Trustee or director, Officer | – | $0 |
| ALAN TEDRICK | TREASURER Trustee or director, Officer | – | $0 |
| CHRISTINE MESTROVICH | SECRETARY Trustee or director, Officer | – | $0 |
| CREGG DALTON | VICE CHAIR Trustee or director, Officer | – | $0 |
| GENE MCGEE | DIRECTOR Trustee or director | – | $0 |
| ANGELA JONSON-WEGZYN | DIRECTOR Trustee or director | – | $0 |
| KOURTNEY WORKMAN | DIRECTOR Trustee or director | – | $0 |
| TOM GOTTERUP | DIRECTOR Trustee or director | – | $0 |
| MELISSA SLANKER | DIRECTOR Trustee or director | – | $0 |
| GARY STEELE | DIRECTOR Trustee or director | – | $0 |
| CRAIG STEVENS | DIRECTOR Trustee or director | – | $0 |
| MICHAEL WOOD | DIRECTOR Trustee or director | – | $0 |
| SONYA WARDEN | DIRECTOR Trustee or director | – | $0 |
| JOE CANOVA | DIRECTOR Trustee or director | – | $0 |
| LISA NUMMI | DIRECTOR Trustee or director | – | $0 |
| TOMIKA SPIRES-HANSSEN | DIRECTOR Trustee or director | – | $0 |
| ANTHONY SEGUIN | DIRECTOR Trustee or director | – | $0 |
| MIKE MCCARTHY | DIRECTOR Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY HOLTE | CHAIR Trustee or director, Officer | – | $0 |
| CREGG DALTON | VICE CHAIR Trustee or director, Officer | – | $0 |
| CHRIS MESTROVICH | SECRETARY Trustee or director, Officer | – | $0 |
| THERESSA FOSTER WEST | TREASURER Trustee or director, Officer | – | $0 |
| CHRIS DELGADO | BOARD MEMBER Trustee or director | – | $0 |
| TOM GOTTERUP | BOARD MEMBER Trustee or director | – | $0 |
| ANGELA JOHNSON-WEGZYN | BOARD MEMBER Trustee or director | – | $0 |
| JASON PARRISH | BOARD MEMBER Trustee or director | – | $0 |
| STEVE SHAW | BOARD MEMBER Trustee or director | – | $0 |
| TOMIKA SPIRES-HANNSEN | BOARD MEMBER Trustee or director | – | $0 |
| ALAN TEDRICK | BOARD MEMBER Trustee or director | – | $0 |
| MIKE MCCARTHY | BOARD MEMBER Trustee or director | – | $0 |
| ANTHONY SEGUIN | BOARD MEMBER Trustee or director | – | $0 |
| MISSY SLANKER | BOARD MEMBER Trustee or director | – | $0 |
| GENE MCGEE | BOARD MEMBER Trustee or director | – | $0 |
| LISA NUMMI | BOARD MEMBER Trustee or director | – | $0 |
| MIKE WOOD | BOARD MEMBER Trustee or director | – | $0 |
| GARY STEELE | BOARD MEMBER Trustee or director | – | $0 |
| CRAIG STEVENS | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2022: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY HOLTE | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| CREGG DALTON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| CHRISTINE MESTROVICH | SECRETARY Trustee or director, Officer | 1 | $0 |
| TOM GOTTERUP | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE MCCARTHY | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA JOHNSON-WEGZYN | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE SHAW | BOARD MEMBER Trustee or director | 1 | $0 |
| JASON PARRISH | BOARD MEMBER Trustee or director | 1 | $0 |
| TOMIKA SPIRES-HANSSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| MISSY SLANKER | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN TEDRICK | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS DELGADO | BOARD MEMBER Trustee or director | 1 | $0 |
| ANTHONY SEGUIN | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1582 N MEADOWCREST BLVD, CRYSTAL RIVER, FL 34429-5757
- Principal officer (990 for 2024)
- GEORGE SCHMALSTIG, 1582 N MEADOWCREST BLVD, CRYSTAL RIVER, FL 34429
- Signed the 990
- GEORGE SCHMALSTIG, CEO
- Phone
- (352) 795-5483
- Return prepared by
- Wells Business Solutions LLC
Mission
TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE PEOPLE OF CITRUS COUNTY THORUGH INVOLVEMENT WITH TARGETED COMMUNITY INITIATIVES.
Program accomplishments
- UNITED WAY PROVIDES DIRECT ASSISTANCE TO ALICE HOUSEHOLDS-WORKING INDIVIDUALS AND FAMILIES WHO EARN ABOVE THE FEDERAL POVERTY LEVEL BUT STRUGGLE TO AFFORD BASIC NECESSITIES. ASSISTANCE INCLUDES RENT AND UTILITY PAYMENTS, EMERGENCY HOUSING STABILIZATION, AND ESSENTIAL NEEDS SUPPORT. THROUGH THIS PROGRAM, WE HELPED PREVENT EVICTIONS, UTILITY DISCONNECTIONS, AND FINANCIAL CRISES FOR LOCAL FAMILIES. BY STABILIZING HOUSEHOLDS DURING TIMES OF HARDSHIP, WE STRENGTHENED FAMILY SECURITY AND REDUCED LONG-TERM DEPENDENCY ON EMERGENCY SERVICES.Expenses $67,468
- UNITED WAY MOBILIZES RESOURCES DURING NATIONAL DISASTERS AND COMMUNITY EMERGENCIES TO PROVIDE BOTH IMMEDIATE RELIEF AND LONG-TERM RECOVERY SUPPORT. ASSISTANCE INCLUDES EMERGENCY FINANCIAL AID, COORDINATION OF VOLUNTEER EFFORTS, AND COLLABORATION WITH LOCAL PARTNERS TO ADDRESS UNMET NEEDS FOLLOWING DISASTERS. DURING THE CURRENT REPORTING PERIOD, UNITED WAY ESTABLISHED THE COUNTYS LONG-TERM RECOVERY GROUP (LTRG), BRINGING TOGETHER NONPROFIT AGENCIES, FAITH-BASED ORGANIZATIONS, GOVERNMENT PARTNERS, AND COMMUNITY STAKEHOLDERS TO COORDINATE DISASTER CASE MANAGEMENT AND RECOVERY RESOURSES. THE FORMATION OF THE LTRG STRENTHENED THE COMMUNITYS CAPACITY TO RESPOND TO FUTURE DISASTERS, REDUCED DUPLICATION OF SERVICES, AND ENSURED THAT VULNERABLE RESIDENTS RECEIVE SUSTAINED RECOVERY SUPPORT BEYOND INITIAL EMERGENCY RESPONSE.Expenses $101,153
- UNITED WAY FUNDS AND SUPPORTS THE 211 INFORMATION AND REFERRAL SERVICE FOR OUR COMMUNITY, CONNECTING RESIDENTS TO CRITICAL RESOURCES INCLUDING FOOD, HOUSING, HEALTHCARE, MENTAL HEALTH SERVICES, AND DISASTER ASSISTANCE. THE 211 HELPLINE PROVIDES FREE, CONFIDENTIAL SUPPORT 24/7. BY INVESTING IN THIS CENTRALZIED ACCESS POINT, WE ENSURE THAT INDIVIDUALS IN CRISIS CAN QUICKLY FIND VERIFIED LOCAL ASSISTANCE AND AVOID UNNECESSARY HARDSHIP.Expenses $34,108
- OTHER PROGRAM SERVICE EXPENSESExpenses $294,912
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2766815
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $788,117
- Income (IRS master file)
- $784,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $773,757 | $724,191 | $788,117 | IRS |
| 990 | June 2024 | $824,256 | $690,536 | $745,182 | XML |
| 990 | June 2023 | $670,469 | $509,936 | $619,617 | XML |
| 990 | June 2022 | $941,277 | $999,554 | $440,179 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | $905,724 | $795,259 | $547,695 | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 59-2766815).
Questions about UNITED WAY OF CITRUS COUNTY INC
- What is the EIN of UNITED WAY OF CITRUS COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF CITRUS COUNTY INC is 59-2766815.
- Is UNITED WAY OF CITRUS COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to UNITED WAY OF CITRUS COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF CITRUS 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 CITRUS COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF CITRUS COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF CITRUS COUNTY INC?
- The 990 for the year ended June 30, 2025 names GEORGE SCHMALSTIG.
- Who are the officers and directors of UNITED WAY OF CITRUS COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF CITRUS COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $773,757, expenses of $724,191 and total assets of $788,117 at year end.
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