The Foundation of the United Way of South Sarasota

EIN: 651071316 501(c)(3)

Venice, FL

Total Revenue
$83,447
Total Expenses
$9,442
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
FL
Principal Officer
Barbara Cruz
Tax Period
2021-08-01 to 2022-07-31

The Foundation of the United Way of South Sarasota, founded in 2000, is a micro nonprofit that reported $83K in total revenue in fiscal year 2021. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 89% operating margin.

Mission

The Foundation makes periodic grants exclusively to United Way of South Sarasota County from investment income in order to perform the functions and carry out the orgs purpose

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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 (2021)

Revenue Breakdown

Contributions & Grants $18,598
Program Service Revenue $0
Investment Income $64,849
Other Revenue $0
TOTAL REVENUE $83,447

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,768
Fundraising Expenses $0
Other Expenses $5,674
TOTAL EXPENSES $9,442

Year-over-Year Comparison

2021 2020 Change
Revenue $83,447 $35,022 +1.4%
Expenses $9,442 $43,572 -0.8%
Net Income $74,005 $-8,550 -9.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
1
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
2
$0
Total Directors
0
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sharma Ferrugia Chair 2.00
Officer
$0 $0 $0
Barbara Cruz Executive Director 0.00
Officer Key Emp
$0 $0 $0
Steven Brett Executive Director 5.00
$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
2022 $83,447 $9,442 No data $74,005
2021 $35,022 $43,572 $546,329 $-8,550
2020 $42,358 $42,474 $467,644 $-116
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