UNITED WAY SUNCOAST INC

EIN: 593725701 501(c)(3) Philanthropy & Grantmaking

TAMPA, FL

Total Revenue
$21,725,716
Total Expenses
$21,837,082
Total Assets
$51,222,858
Net Assets
$42,882,649
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
FL
Principal Officer
KELLY KAVANAUGH
Phone
8132740900
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY SUNCOAST INC, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.7M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

UNITED WAY SUNCOAST'S MISSION IS TO MOBILIZE COMMUNITIES TO ACTION SO ALL CAN THRIVE. (CONTINUED ON SCHEDULE O)

Program Service Accomplishments

Program 1
Expenses: $6,151,249

FINANCIAL SECURITY WE KNOW THAT ACROSS OUR FIVE-COUNTY REGION, 45% OR 658,473 FAMILIES EARN BELOW THE ALICE THRESHOLD, A NATIONWIDE MARKER FOR FINANCIAL HEALTH. FROM THIS THRESHOLD, A FAMILY WITH TWO...

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FINANCIAL SECURITY WE KNOW THAT ACROSS OUR FIVE-COUNTY REGION, 45% OR 658,473 FAMILIES EARN BELOW THE ALICE THRESHOLD, A NATIONWIDE MARKER FOR FINANCIAL HEALTH. FROM THIS THRESHOLD, A FAMILY WITH TWO ADULTS AND TWO CHILDREN IN CHILDCARE NEEDS TO MAKE OVER $100,000 TO GET BY FINANCIALLY ACROSS OUR REGION. TO ADDRESS THESE HUNDREDS OF THOUSANDS OF FAMILIES, UNITED WAY SUNCOAST RALLIES AROUND BUILDING STRONGER FINANCIAL SECURITY FOR EVERYONE. UNITED WAY SUNCOAST CONCENTRATES ON ENSURING OUR ALICE FAMILIES HAVE ACCESS TO FINANCIAL SERVICES AND SUPPORT AS WELL AS CAREER OPPORTUNITIES THAT LEAD TO A FAMILY SUSTAINING WAGE THAT CREATES A PATH TO FINANCIAL SECURITY. (CONTINUED ON SCHEDULE O)THIS IS ACCOMPLISHED BY PROVIDING ACCESS TO CERTIFICATE PROGRAMS OR HIGHER EDUCATION DEGREES, HELP INDIVIDUALS RETAIN AND SUSTAIN THEIR ASSETS INCLUDING ACCESS TO BENEFITS, SAFE AND AFFORDABLE BANKING, AND SOUND FINANCIAL KNOWLEDGE, AND BY REMOVING SYSTEMIC BARRIERS TO INCREASE ACCESS TO FINANCIAL SUPPORT. IN ADDITION, UNITED WAY SUNCOAST HAS INVESTED $6.4 MILLION OVER THE LAST THREE YEARS WITH 34 NONPROFIT PARTNERS FOCUSED ON HELPING COMMUNITY MEMBERS OBTAIN LONG TERM EMPLOYMENT, KEEPING AND SUSTAINING ASSETS, AND REDUCING THE BARRIERS TO WORKFORCE PARTICIPATION. DURING THAT PERIOD, OUR NONPROFIT PARTNERS REPORTED THAT MORE THAN 3,700 INDIVIDUALS SECURED AND MAINTAINED EMPLOYMENT FOR AT LEAST 12 MONTHS. THE PARTNERS ALSO ASSISTED IN THE COMPLETION OF MORE THAN 16,000 APPLICATIONS, HELPING ELIGIBLE INDIVIDUALS SECURE ACCESS TO SNAP, FAFSA, RENTAL ASSISTANCE, AND MORE. UNITED WAY SUNCOAST ALSO MANAGES NEIGHBORHOOD RESOURCE CENTERS IN NORTH GREENWOOD (CLEARWATER) AND SULPHUR SPRINGS (TAMPA). OVER THE LAST THREE YEARS, OUR RESOURCE CENTERS HAVE SEEN +14,000 VISITS PROVIDING INDIVIDUALS AND FAMILIES WITH CRUCIAL CASE MANAGEMENT, WORKFORCE DEVELOPMENT, AND ACCESS TO RESOURCES SUCH AS LEGAL AID AND BENEFITS ASSISTANCE. VISITORS CAN ALSO ENGAGE WITH LOCAL RESOURCES SUCH AS NOTARY SERVICES, FOOD SUPPORT, AND INTERNET ACCESS.

Program 2
Expenses: $5,313,216

EDUCATIONAL OPPORTUNITY WHEN A YOUNG CHILD ENTERS KINDERGARTEN READY FOR SCHOOL, THERE IS AN 82% CHANCE THAT CHILD WILL MASTER BASIC SKILLS BY AGE 11, COMPARED WITH A 45% CHANCE FOR CHILDREN WHO ARE...

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EDUCATIONAL OPPORTUNITY WHEN A YOUNG CHILD ENTERS KINDERGARTEN READY FOR SCHOOL, THERE IS AN 82% CHANCE THAT CHILD WILL MASTER BASIC SKILLS BY AGE 11, COMPARED WITH A 45% CHANCE FOR CHILDREN WHO ARE NOT SCHOOL READY. UNITED WAY SUNCOAST CONCENTRATES ON ENSURING CHILDREN ENTER KINDERGARTEN READY TO LEARN BY STRENGTHENING CAREGIVERS AS THEIR CHILD'S FIRST TEACHER, PROVIDING EARLY LEARNING EDUCATORS WITH PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND ENHANCING EARLY LEARNING CENTERS TO PROVIDE HIGH-IMPACT TOOLS TO STRENGTHEN SCHOOL READINESS. (CONTINUED ON SCHEDULE O)OVER THE LAST THREE YEARS, OUR MULTI-YEAR INVESTMENT STRATEGY HAS LED TO MORE THAN 7,000 STUDENTS ARRIVING ON THE FIRST DAY OF KINDERGARTEN WITH THE NEEDED SOCIAL AND EMOTIONAL SKILLS. WITH THE AIM OF IMPROVING THIRD-GRADE LITERACY, WE ENSURE SCHOOL-AGE CHILDREN HAVE THE SUPPORT THEY NEED BY COLLABORATING WITH OUR RESPECTIVE SCHOOL DISTRICTS TO PROVIDE ADDITIONAL IN-SCHOOL SUPPORT AND ACCESS TO BEFORE- AND AFTER-SCHOOL PROGRAMS. SINCE 2022, WE HAVE HELPED MORE THAN 10,000 STUDENTS READ ON LEVEL OR SHOW PROGRESS BY THIRD GRADE. WE'RE ALSO HELPING MORE CHILDREN ATTEND SUMMER PROGRAMS TO COMBAT SUMMER LEARNING BACKSLIDE. IN 2025, UWS INVESTED $599,402 INTO 19 PARTNER PROGRAMS AS IT EXPANDED ITS SUMMER CARE PROGRAM TO ITS ENTIRE FIVE-COUNTY FOOTPRINT, ADDING MANATEE, SARASOTA, AND DESOTO COUNTIES. THE EXTENSION INVOLVED 891 SCHOLARSHIPS FOR STUDENTS TO ATTEND 32 SUMMER CAMP SITES. STUDENTS WHO DROP OUT OF HIGH SCHOOL TODAY COULD BECOME THE STRUGGLING WORKERS OF TOMORROW, WHO MAY MOVE FROM A LOW-PAYING JOB TO A LOW-PAYING JOB, AND STRUGGLE TO SUPPORT THEIR FAMILIES. UNITED WAY SUNCOAST WORKS TO HELP MIDDLE AND HIGH SCHOOL STUDENTS ON A PATH TO HIGH SCHOOL GRADUATION AND POST-SECONDARY SUCCESS. WE WANT THEM READY TO PURSUE COLLEGE OR CAREER TRAINING THAT ENABLES FAMILY-SUSTAINING EMPLOYMENT. THIS IS ACCOMPLISHED THROUGH INVESTMENTS IN STRATEGIC COMMUNITY PARTNERS AND PROGRAMS AND SERVICES THAT CREATE SUPPORTIVE LEARNING ENVIRONMENTS, IDENTIFY AND INTERVENE WITH AT-RISK STUDENTS, CONNECT STUDENTS TO CAREERS, IMPROVE ATTENDANCE AND INCREASE CAREGIVER INVOLVEMENT SO STUDENTS' SUCCESSFULLY COMPLETE HIGH SCHOOL. IN 2025, OUR ENGAGED WORK WITH PARTNERS HELPED MORE THAN 2,500 MIDDLE SCHOOLERS EARN HIGH SCHOOL CREDIT.

Program 3
Expenses: $4,032,717 Revenue: $133,925

COMMUNITY RESILIENCY COMMUNITY RESILIENCY ENCOMPASSES CAPACITY BUILDING AND DISASTER RESILIENCY. CAPACITY BUILDING LEVERAGES OUR EXPERTISE TO SUPPORT, ENHANCE AND INVEST IN OUR NONPROFIT PARTNERS...

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COMMUNITY RESILIENCY COMMUNITY RESILIENCY ENCOMPASSES CAPACITY BUILDING AND DISASTER RESILIENCY. CAPACITY BUILDING LEVERAGES OUR EXPERTISE TO SUPPORT, ENHANCE AND INVEST IN OUR NONPROFIT PARTNERS. DISASTER RESILIENCY IS OUR COMMITMENT TO PROACTIVE PREPARATION AND RESPONSE TO DISASTERS AND EMERGING CHALLENGES. CAPACITY BUILDING IS BEST DEFINED AS INVESTMENT. THAT IS BECAUSE OUR INVESTMENTS IN PARTNER PROGRAMS AND CAPACITY BUILDING EFFORTS YIELD A RETURN FOR THE COMMUNITY. EVERY DOLLAR WE INVEST IN INCREASING THE CAPACITY OF OUR PARTNERS RETURNS A VALUE OF $2.75 TO THE COMMUNITY. (CONTINUED ON SCHEDULE O)WE HAVE BUILT OUR CAPACITY BUILDING EFFORTS ON A FOUNDATION OF CARE THAT IS DATA-INFORMED, AND PEOPLE-FOCUSED. TO ACHIEVE HIGH QUALITY COMMUNITY IMPACT, OUR INVESTMENT STRATEGY INCLUDES SUPPORTING THE DEVELOPMENT AND GROWTH OF THE PEOPLE RUNNING OUR PARTNER PROGRAMS AS WELL AS SHARING OUR EXPERTISE AND ELIMINATING OUR PARTNERS' ADMINISTRATIVE BARRIERS. INSTEAD OF JUST ASKING OUR PARTNERS ABOUT THEIR PLANS FOR SUSTAINABILITY, WE CONTRIBUTE TO IT: OUR PARTNERS LEVERAGED AN ADDITIONAL $7.7 MILLION THROUGH ADDITIONAL GRANTS AND DONATIONS AS A DIRECT RESULT OF OUR INVESTMENT. WHEN WE STRENGTHEN THE SKILLS, INSTINCTS, ABILITIES, PROCESSES, AND RESOURCES THAT ORGANIZATIONS NEED TO SURVIVE, WE INCREASE THE IMPACT OF OUR INVESTMENTS AND OUR LEADERSHIP. DISASTER RESILIENCY DEVELOPS MORE IMPACTFUL AND EFFECTIVE STRATEGIES THAT CREATE LASTING COMMUNITY IMPROVEMENTS AND BUILD RELATIONSHIPS, PROVIDE LEADERSHIP, AND MOBILIZE EFFORTS EFFICIENTLY AMONGST ORGANIZATIONS ACTIVE IN DISASTER. DURING A DISASTER, UNITED WAY SUNCOAST WORKS DILIGENTLY TO ORGANIZE RESOURCES, CONNECT THOSE IN NEED WITH AGENCIES THAT CAN HELP, COORDINATE VOLUNTEER EFFORTS, GROW FUNDING AND GRANT PROGRAMS, BRIDGE COMMUNICATION, AND LEVERAGE RELATIONSHIPS TO ENSURE OUR NEIGHBORS HAVE THE SUPPORT THEY NEED TO RECOVER. IN THE AFTERMATH OF HURRICANES HELENE AND MILTON IN 2024, UWS HAS INVESTED $1.2 MILLION FROM ITS "TOGETHER WE RECOVER FUND" THROUGH COLLABORATIVE EFFORTS WITH ITS NONPROFIT PARTNERS, WITH PLANS TO INVEST ANOTHER $1 MILLION BEFORE THE END OF 2025. IN ADDITION TO COLLABORATIVELY WORKING WITH COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COADS) AND VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTERS (VOADS) ACROSS ALL COUNTIES, UNITED WAY SUNCOAST IS THE LEAD AGENCY FOR THE MANATEE COUNTY COAD. IN THIS ROLE, WE BRING TOGETHER NONPROFITS, FAITH-BASED GROUPS, GOVERNMENT AGENCIES, AND COMMUNITY PARTNERS COMMITTED TO SAFEGUARDING COMMUNITIES BEFORE, DURING, AND AFTER DISASTERS. THE GOAL IS TO AMPLIFY OUR EFFORTS AND REVERSE A PREDICTABLE PATTERN: DEVASTATION STRIKES, HELP ARRIVES, HEADLINES FADE, AND COMMUNITIES ARE LEFT TO REBUILD ALONE - UNTIL THE NEXT DISASTER HITS AND THE CYCLE REPEATS. BY HELPING RESIDENTS TAP INTO SOMETHING BIGGER - A SUSTAINED NETWORK OF SUPPORT, TECHNOLOGY, AND PARTNERSHIPSCOMMUNITIES ARE NOT JUST RECOVERING; THEY ARE PERMANENTLY DISRUPTING THE CYCLE OF VULNERABILITY.

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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 $19,422,494
Program Service Revenue $285,911
Investment Income $2,011,166
Other Revenue $6,145
TOTAL REVENUE $21,725,716

Expense Breakdown

Grants Paid $11,693,660
Salaries & Benefits $6,370,845
Fundraising Expenses $2,747,523
Program Expenses $16,866,793
Other Expenses $3,772,577
TOTAL EXPENSES $21,837,082

Year-over-Year Comparison

2024 2023 Change
Revenue $21,725,716 $17,275,064 +0.3%
Expenses $21,837,082 $21,817,175 +0.0%
Net Income $-111,366 $-4,542,111 -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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Governance

Voting Members
25
Independent Members
25
Employees
75
Volunteers
3234

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
7
$498,028
Total Directors
35
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SARA NICHOLS CHAIR 1.00
Officer Director
$0 $0 $0
CHAD LOAR VICE CHAIR 0.50
Officer Director
$0 $0 $0
JAMES CAMP IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
TRACI LARSEN TREASURER/FINANCE CHAIR 1.00
Officer Director
$0 $0 $0
LORI BAGGETT SECRETARY 0.25
Officer Director
$0 $0 $0
ROBBIE ARTZ MEMBER 0.25
Director
$0 $0 $0
SAM BLATT MEMBER 0.25
Director
$0 $0 $0
SCOTT CURTIS MEMBER 0.25
Director
$0 $0 $0
MICHAEL DAIGLE MEMBER 1.00
Director
$0 $0 $0
JACKI DEZELSKI MEMBER 0.50
Director
$0 $0 $0
JP DUBUQUE MEMBER 0.25
Director
$0 $0 $0
CARL HARNESS MEMBER 0.25
Director
$0 $0 $0
LAURA HURD MEMBER 0.50
Director
$0 $0 $0
DEVANEY IGLESIAS MEMBER 0.25
Director
$0 $0 $0
ROB LANE MEMBER 0.50
Director
$0 $0 $0
MARY LIFLAND MEMBER 0.25
Director
$0 $0 $0
MELVA MCKAY BASS MEMBER 0.25
Director
$0 $0 $0
BECKY PICKETT MEMBER 0.25
Director
$0 $0 $0
THOMAS RAMETTA MEMBER 0.25
Director
$0 $0 $0
THAIS RODRIGUEZ-CAEZ MEMBER 0.25
Director
$0 $0 $0
SONJA ROSARIO MEMBER 0.50
Director
$0 $0 $0
ALEX SINK MEMBER 0.50
Director
$0 $0 $0
ROBERT THOMPSON MEMBER 0.25
Director
$0 $0 $0
GERHARD TOTH MEMBER 0.25
Director
$0 $0 $0
SEAN WILKINSON MEMBER 0.25
Director
$0 $0 $0
BRUCE BODY MEMBER (TERM END 12/31/24) 0.25
Director
$0 $0 $0
CHERI CORYEA MEMBER (TERM END 02/18/25) 0.25
Director
$0 $0 $0
TAMMY DAVIS MEMBER (TERM END 02/18/25) 0.25
Director
$0 $0 $0
JAMIE EGASTI MEMBER (TERM END 02/07/25) 0.25
Director
$0 $0 $0
MICHELLE GRIMSLEY MEMBER (TERM END 12/31/24) 0.25
Director
$0 $0 $0
ASENA MOTT MEMBER (TERM END 04/02/25) 0.25
Director
$0 $0 $0
CANDY OLSON MEMBER (TERM END 12/31/24) 0.25
Director
$0 $0 $0
ANTHONY ROLLE MEMBER (TERM END 09/17/24) 0.25
Director
$0 $0 $0
EMILY SCOTT MEMBER (TERM END 12/31/24) 0.25
Director
$0 $0 $0
MICHAEL SMITH MEMBER (TERM END 12/31/24) 0.25
Director
$0 $0 $0
JESSICA MUROFF CEO 45.00
Officer
$268,013 $42,038 $310,051
KELLY KAVANAUGH CHIEF FINANCIAL & INVESTMENT OFFICER 45.00
Officer
$166,722 $21,255 $187,977
JENNIFER MCINTOSH CHIEF TALENT OFFICER 45.00
Highest
$160,318 $18,561 $178,879
MARIA BRONWYN BEIGHTOL CHIEF IMPACT OFFICER 45.00
Highest
$154,359 $18,036 $172,395
MICHAEL MCCOLLUM CHIEF PHILANTHROPY OFFICER 45.00
Highest
$151,576 $14,670 $166,246
ERNEST HOOPER CHIEF COMMUNICATIONS OFFICER 45.00
Highest
$134,888 $18,879 $153,767
GRANT MARTIN VP, PHILANTHROPY 45.00
Highest
$116,310 $25,044 $141,354
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 $21,725,716 $21,837,082 $51,222,858 $-111,366
2024 $17,275,064 $21,817,175 $52,835,179 $-4,542,111
2023 $16,262,360 $22,232,948 $55,507,110 $-5,970,588
2022 $17,914,764 $21,435,750 $59,673,502 $-3,520,986
2021 $40,544,184 $19,613,572 $69,244,541 $20,930,612
2020 $20,523,792 $19,890,497 $44,526,386 $633,295
2019 $22,871,524 $20,911,261 $40,946,699 $1,960,263
2018 $26,850,927 $22,639,358 $42,203,346 $4,211,569
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