EIN 59-1149995

United Way of Charlotte County

IRS 501(c) type
501(c)(3)
Num. employees
9
State
Year formed
1974
Most recent tax filings
2023-03-01
Description
United Way of Charlotte County engages in philanthropy, voluntarism, and grantmaking foundations of a general nature. It garnered revenues amounting to $2,249,089 last year.
Total revenues
$4,100,835
2023
Total expenses
$3,102,192
2023
Total assets
$2,702,325
2023
Num. employees
9
2023

Program areas at United Way of Charlotte County

Community impact allocations - trained volunteers visit program sites and review program applications so they are able to allocate funds based on the requesting agency's effectiveness in the areas of education, financial stability, and health. United Way of Charlotte County continually monitors pressing needs and best practices, identifies and measures program outcomes, and participates with community-wide planning groups to coordinate impact.
Collective impact initiative - a collective impact manager oversees United Way's six collaborative programs. These programs feature shared client and shared outcomes over time. The manager evaluates, assesses, and measures the collective impact, focusing on program activities and monitoring key indicators and outcomes, assuring strong data reporting and continous communication. This work is funded by community grants.
Season of sharing and other assistance grants - United Way serves as the only season of sharing fiscal agent in Charlotte County to provide assistance for rent/mortgage and utility bills in its efforts to prevent homelessness among the community's working poor. United Way works in partnership with church and non-profit agencies who have trained caseworkers to make the referrals while at the same time providing other services from which the recipients might benefit. Funding is provided via the community foundation of sarasota County and other grants. 100% of these funds go to Charlotte County families.
Operating expenses for other programs and assistance

Grants made by United Way of Charlotte County

GranteeGrant descriptionAmount
Charlotte County Homeless CoalitionEmerg Shelter$260,997
Virginia B Andes Volunteer Community ClincClinic Pharm$143,860
Early Learning Coalition of Southwest Florida (ELCSWFL)Early Care$115,078
...and 12 more grants made

Who funds United Way of Charlotte County

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Community Foundation of SarasotaEmergency Assistance, General Support$423,604
The Elsa and Peter Soderberg CharitableGeneral$250,000
Gulf Coast Community FoundationHuman Services$51,200
...and 12 more grants received

Personnel at United Way of Charlotte County

NameTitleCompensation
Angie MatthiessenExecutive Director$85,642
Linda DobsonFinance Director / Finance Manager
Tricia LapointeDirector of Resource Development
Charlotte MillerPresident$0
Steve CurascoTreasurer$0
...and 4 more key personnel

Financials for United Way of Charlotte County

RevenuesFYE 03/2023
Total grants, contributions, etc.$4,081,144
Program services$0
Investment income and dividends$5,827
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$13,200
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$664
Total revenues$4,100,835

Form 990s for United Way of Charlotte County

Fiscal year endingDate received by IRSFormPDF link
2023-032023-09-28990View PDF
2021-032021-11-12990View PDF
2020-032021-12-01990View PDF
2019-032019-10-09990View PDF
2017-032017-08-22990View PDF
...and 8 more Form 990s

Organizations like United Way of Charlotte County

OrganizationLocationRevenue
United Way of Berks CountyReading, PA$10,465,438
United Way of Kaw ValleyTopeka, KS$4,712,696
United Way of Greater LimaLima, OH$1,951,264
United Way of Greater Fall RiverFall River, MA$1,504,335
United Way of Fort Smith AreaFort Smith, AR$2,879,410
United Way of Fairfield CountyLancaster, OH$1,122,862
United Way of Central MassachusettsWorcester, MA$8,484,458
United Way Blackhawk RegionJanesville, WI$2,002,601
United Way of Door CountySturgeon Bay, WI$2,913,090
Lake Area United Way (LAUW)Griffith, IN$2,378,977
Data update history
December 26, 2023
Updated personnel
Identified 1 new personnel
November 28, 2023
Posted financials
Added Form 990 for fiscal year 2023
November 28, 2023
Updated personnel
Identified 10 new personnel
October 23, 2023
Received grants
Identified 8 new grant, including a grant for $423,604 from The Community Foundation of Sarasota
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsFamily service centersCharities
Issues
Community improvement
Characteristics
Provides grantsState / local levelReceives government fundingEndowed supportTax deductible donations
General information
Address
17831 Murdock CR Suite A
Port Charlotte, FL 33948
Metro area
Punta Gorda, FL
Website URL
unitedwayccfl.org 
Phone
(941) 627-3539
IRS details
EIN
59-1149995
Fiscal year end
March
Taxreturn type
Form 990
Year formed
1974
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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