UNITED WAY OF CITRUS COUNTY INC

EIN: 592766815 501(c)(3)

CRYSTAL RIVER, FL

Total Revenue
$773,757
Total Expenses
$724,191
Total Assets
$788,117
Net Assets
$726,235
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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
FL
Principal Officer
GEORGE SCHMALSTIG
Phone
3527955483
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF CITRUS COUNTY INC, founded in 1986, is a small nonprofit that reported $774K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $724K left a modest 6% surplus.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE PEOPLE OF CITRUS COUNTY THORUGH INVOLVEMENT WITH TARGETED COMMUNITY INITIATIVES.

Program Service Accomplishments

Program 1
Expenses: $67,468 Revenue: $0

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...

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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.

Program 2
Expenses: $101,153 Revenue: $0

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...

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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.

Program 3
Expenses: $34,108 Revenue: $0

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...

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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.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $628,845
Program Service Revenue $0
Investment Income $18,431
Other Revenue $126,481
TOTAL REVENUE $773,757

Expense Breakdown

Grants Paid $0
Salaries & Benefits $246,545
Fundraising Expenses $84,969
Program Expenses $497,641
Other Expenses $477,646
TOTAL EXPENSES $724,191

Year-over-Year Comparison

2024 2023 Change
Revenue $773,757 $824,256 -0.1%
Expenses $724,191 $690,536 +0.0%
Net Income $49,566 $133,720 -0.6%
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
17
Independent Members
17
Employees
4
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
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CREGG DALTON CHAIRMAN 5.00
Officer Director
$0 $0 $0
SONYA WARDEN SECRETARY 5.00
Officer Director
$0 $0 $0
TOMIKA SPIRES-HANSSEN VICE CHAIR 5.00
Officer Director
$0 $0 $0
ALAN TEDRICK TREASURER 5.00
Officer Director
$0 $0 $0
ANGELA JOHNSON-WEGZYN DIRECTOR 1.00
Director
$0 $0 $0
MELISSA SLANKER DIRECTOR 1.00
Director
$0 $0 $0
GENE MCGEE DIRECTOR 1.00
Director
$0 $0 $0
MIKE WOOD DIRECTOR 1.00
Director
$0 $0 $0
KOURTNEY WORKMAN DIRECTOR 1.00
Director
$0 $0 $0
JOE CANOVA DIRECTOR 1.00
Director
$0 $0 $0
JAMEN MONBARREN DIRECTOR 1.00
Director
$0 $0 $0
JUSTIN BRASHEAR DIRECTOR 1.00
Director
$0 $0 $0
HOLLY WEBER-JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
ALICIA ALLEN DIRECTOR 1.00
Director
$0 $0 $0
MARTIN GILES DIRECTOR 1.00
Director
$0 $0 $0
JAMES TOY DIRECTOR 1.00
Director
$0 $0 $0
ASHTON WESTER 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 $773,757 $724,191 $788,117 $49,566
2024 No data No data No data No data
2024 $824,256 $690,536 $745,182 $133,720
2023 No data No data No data No data
2023 $670,469 $509,936 $619,617 $160,533
2022 No data No data No data No data
2022 $941,277 $999,554 $440,179 $-58,277
2021 No data No data No data No data
2021 $1,076,547 $979,976 $640,688 $96,571
2020 $905,724 $795,259 $547,695 $110,465
2019 $1,036,163 $1,067,391 $393,933 $-31,228
2018 No data No data No data No data
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