UNITED WAY OF CHARLOTTE COUNTY INC

EIN: 591149995 501(c)(3) Philanthropy & Grantmaking

PORT CHARLOTTE, FL

Total Revenue
$2,768,765
Total Expenses
$2,761,154
Total Assets
$2,296,944
Net Assets
$1,658,072
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
FL
Principal Officer
STEPHEN CURASCO
Phone
9416273539
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF CHARLOTTE COUNTY INC, founded in 1974, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024.

Mission

MOBILIZING THE POWER OF OUR COMMUNITY TO BREAK THE CYCLE OF POVERTY.

Program Service Accomplishments

Program 1
Expenses: $2,038,070

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...

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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.

Program 2
Expenses: $186,647

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...

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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.

Program 3
Expenses: $45,532

GENERAL AGENCY IMPACT

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,664,421
Program Service Revenue $0
Investment Income $50,523
Other Revenue $53,821
TOTAL REVENUE $2,768,765

Expense Breakdown

Grants Paid $1,889,280
Salaries & Benefits $626,436
Fundraising Expenses $118,224
Program Expenses $2,324,680
Other Expenses $245,438
TOTAL EXPENSES $2,761,154

Year-over-Year Comparison

2024 2023 Change
Revenue $2,768,765 $2,645,297 +0.0%
Expenses $2,761,154 $3,086,931 -0.1%
Net Income $7,611 $-441,634 -1.0%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
21
Independent Members
20
Employees
10
Volunteers
281

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
3
$95,806
Total Directors
20
$95,806
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANGIE MATTHIESSEN CEO 40.00
Officer Director
$95,806 $0 $95,806
KRISTIN CARDONA President 1.00
Officer Director
$0 $0 $0
KELLY CARR Director 1.00
Director
$0 $0 $0
STEPHEN CURASCO Treasurer 1.00
Officer Director
$0 $0 $0
ERIN GANT Director 1.00
Director
$0 $0 $0
CARA REYNOLDS Director 1.00
Director
$0 $0 $0
KAY TRACY Director 1.00
Director
$0 $0 $0
KATIE WALLACE Director 1.00
Director
$0 $0 $0
BOB WHITE Director 1.00
Director
$0 $0 $0
AUSTIN DODD Director 1.00
Director
$0 $0 $0
MARCIA CULLINAN VITA Chair 1.00
Director
$0 $0 $0
CHARLOTTE MILLER Past President 1.00
Director
$0 $0 $0
DR JOE BENDER Director 1.00
Director
$0 $0 $0
MELISSA REICHERT Director 1.00
Director
$0 $0 $0
CLAUDETTE SMITH Director 1.00
Director
$0 $0 $0
KALEY MILLER Director 1.00
Director
$0 $0 $0
ALFRED CURRENT Director 1.00
Director
$0 $0 $0
FRED CORT Past President 1.00
Director
$0 $0 $0
EVE SWEETING Director 1.00
Director
$0 $0 $0
BRANDI LECLAIRE Director 1.00
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 $2,768,765 $2,761,154 $2,296,944 $7,611
2024 $2,645,297 $3,086,931 $2,329,578 $-441,634
2023 $4,100,835 $3,102,192 $2,702,325 $998,643
2022 $2,023,568 $1,845,495 $1,384,260 $178,073
2021 $2,249,089 $2,181,731 $1,399,525 $67,358
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