UNITED WAY OF SOUTH SARASOTA COUNTY INC

EIN: 591100846 501(c)(3) Philanthropy & Grantmaking

VENICE, FL

Total Revenue
$1,309,695
Total Expenses
$1,613,496
Total Assets
$1,992,249
Net Assets
$1,308,210
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
FL
Phone
9414844811
Tax Period
2023-01-01 to 2023-12-31

UNITED WAY OF SOUTH SARASOTA COUNTY INC, founded in 1964, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 23% operating deficit.

Mission

The United Way of South Sarasota County, Inc. (the Organization") is a not-for-profit organization formed under Internal Revenue Code Section 501 ( c ) (3) and is located in Venice, Florida. The United Way has adopted a Modern United Way Model, transitioning away from being a passthrough-only organization to a model that also embraces providing direct services to those in need in the local area of Venice, North Port, Nokomis, Laurel, Englewood, and Osprey, Florida. The Organization is a partner with the Sarasota County Sheriffs Eviction Mitigation taskforce, the Internal Revenue Service Volunteer Tax Assistance Program, and Sarasota County Emergency Service. It is recognized by FEMA and the State of Florida as the Sarasota County Long-Term Recovery Group leader in times of disaster.

Program Service Accomplishments

Program 1
Expenses: $988,777 Revenue: $1,161,594

FUNDING ALLOCATIONS TO LOCAL UNITED WAY AGENCIES PROVIDING HUMAN SERVICES TO VENICE, ENGLEWOOD, NORTH PORT, NOKOMIS, LAUREL AND OSPREY, FLORIDA

Program 2
Expenses: $144,685 Revenue: $140,428

VITA: VOLUNTEER INCOME TAX ASSISTANCE, VITA IS AN IRS PROGRAM THAT UTILIZES CERTIFIED VOLUNTEERS TO HELP PROVIDE FREE AND ACCURATE TAX PREPARATION SERVICES TO LOW- TO MODERAT INCOME TAXPAYERS, THESE...

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VITA: VOLUNTEER INCOME TAX ASSISTANCE, VITA IS AN IRS PROGRAM THAT UTILIZES CERTIFIED VOLUNTEERS TO HELP PROVIDE FREE AND ACCURATE TAX PREPARATION SERVICES TO LOW- TO MODERAT INCOME TAXPAYERS, THESE SERVICES ARE PROVIDED AT A VARIETY OF PUBLIC LOCATIONS SUCH AS LIBRARIES, SCHOOLS AND NEIGHBORHOOD CENTERS IN CERTAIN HIGH-NEED AREAS. VITA HAS BEEN INSTRUMENTAL IN HELPING ALICE (ASSTE LIMITED, INCOME CONSTRAINED, EMPLOYED) HOUSEHOLDS RECEIVE THOUSANDS OF DOLLARS IN ADDITIONAL REFUNDS.

Program 3
Expenses: $30,708 Revenue: $7,673

UNITED WAY SOUTH SARASOTA COUNTY'S WOMEN UNITED WAS CREATED TO ENGAGE, EMPOWER AND EDUCATE LOCAL WOMEN INTERESTED IN STRENGHTENING THEIR COMMUNITY THROUGH SELFLESS WORK SUCH AS FUND RAISING...

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UNITED WAY SOUTH SARASOTA COUNTY'S WOMEN UNITED WAS CREATED TO ENGAGE, EMPOWER AND EDUCATE LOCAL WOMEN INTERESTED IN STRENGHTENING THEIR COMMUNITY THROUGH SELFLESS WORK SUCH AS FUND RAISING, VOLUNTEERING, NETWORKING, AND EDUCATIOAL OPPORTUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $877,505
Program Service Revenue $231,508
Investment Income $102,824
Other Revenue $97,858
TOTAL REVENUE $1,309,695

Expense Breakdown

Grants Paid $226,924
Salaries & Benefits $415,854
Fundraising Expenses $251,246
Program Expenses $1,164,170
Other Expenses $970,718
TOTAL EXPENSES $1,613,496

Year-over-Year Comparison

2023 2022 Change
Revenue $1,309,695 $814,643 +0.6%
Expenses $1,613,496 $929,727 +0.7%
Net Income $-303,801 $-115,084 +1.6%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
13
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$112,732
Total Directors
14
$112,732
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA CRUZ President & CEO 40.00
Officer Director
$112,732 $0 $112,732
NICOLE CARNEY Secretary 5.00
Officer Director
$0 $0 $0
SHARMA FERRUGA Chairman 10.00
Officer Director
$0 $0 $0
Paddy Padmanabhan Director 0.00
Director
$0 $0 $0
David Waring Director 0.00
Director
$0 $0 $0
Kim Urbuteit Director 0.00
Director
$0 $0 $0
Bill Pollock Director 0.00
Director
$0 $0 $0
Kristen Myers Director 0.00
Director
$0 $0 $0
Stephanie Jones Director 0.00
Director
$0 $0 $0
Jennifer Huber Director 0.00
Director
$0 $0 $0
Julie Friedman Director 0.00
Director
$0 $0 $0
Anna Duffey Director 0.00
Director
$0 $0 $0
Tom Desjarlais Director 2.00
Director
$0 $0 $0
Doug DiVirgilio Treasurer 5.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $1,309,695 $1,613,496 $1,992,249 $-303,801
2022 $814,643 $929,727 $1,777,323 $-115,084
2021 $941,506 $768,241 $1,951,028 $173,265
2020 $655,025 $484,787 $1,580,037 $170,238
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