United Way 2-1-1 Of Manasota Inc
1800 2nd Street, Suite #102
Sarasota FL 34236-5903
Mission
United Way 2-1-1 assists the community by providing information and referrals to health and human services for the improvement of the stability of our communities..
Leadership
CEO/Executive Director Carmen Rojas-Rafter
Board Chair Mr. Marc Lazarus
Board Chair Affiliation R & L Healthcare Advisors
General Info
Organization DBA
DBA
United Way 211
Supported Organization
Former Names
First Call For Help
Tax Exempt Status Public Supported Charity
Incorporation Year 2003
Awarded competitive grant from Community Foundation in the last 5 years? Yes
State Charitable Solicitations Permit Yes Mar 2017
State Registration Yes Dec 2016
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $663,700.00
Projected Expenses $663,700.00
Other Documents
Impact Statement
1.  Implemented new computer reports and increased efficiency for capturing data for funders and community organizations related to community needs and met outcomes.   UW 211 completes the pre-screening application to determine if the client (caller) meets the criteria for assistance and then electronically refers the client to the agency. This eliminates duplication of services in the screening process, helps the caseworkers by doing the eligibility pre-screening for them, and streamlines the process so clients receive needed services more efficiently and expeditiously. 
2.  Received over 82, 646 calls of which 50, 321 were information and referral.  Over 53,347 clients had their needs and problems addressed. 
3.  Worked with the Community Foundation of Sarasota County to enhance application form for Season of Sharing  (SOS) and to implement an electronic form for agencies to use for referring clients to Fiscal Agents for SOS financial assistance. Administered and disseminated over $300,000 as fiscal agent for Season of Sharing. 
Our call center serves Sarasota, Manatee and DeSoto counties.
4. Collaborated with other agencies and non-profits in order to solve the homelessness concerns. 
 
Needs Statement
1. Operating support for 1 full time Resource Database Manager, and 2 part-time Information & Referral specialists needed to help with the increasing demand for our agency's services. 
2.  Funding for IT support, 7 new portable computers because our laptops are not functioning properly.  Updated Service Point software and I Contact for telephone service which integrates with HMIS system.
3. Funding for Marketing Materials, such as Information and Referral Cards, pens, and table skirts for our outreach programs.
4.  Funding for DeSoto County operations and outreach programs.  
5.  Funding for training programs and Information and Referral resources materials from AIRS- the national Alliance for Information and Referral Systems.
Background Statement

United Way 211 of Manasota was incorporated August 7, 2003. The agency, previously known as “First Call for Help” was a program of the United Ways of Sarasota and Manatee counties. Other initial founders of the new UW 211 were the Governments of Sarasota and Manatee counties,United Way of South Sarasota County, United Way Foundation, Community Foundation of Sarasota County, Department of Children and Families, and area churches. United Way 211 of Manasota provided Information and Referral Services to residents of Sarasota and Manatee counties. In August 2004, after Hurricane Charley, services were expanded to include DeSoto County residents. 

Areas Served
Areas Served
Area
FL- Sarasota
FL- DeSoto
FL- Manatee
Service Categories
Primary Org Type Human Services
Secondary Org Type Public & Societal Benefit
Tertiary Org Type Unknown
Keywords
211, 2-1-1, services, information, referral,
Statement from the Board Chair/Board President

 The greatest challenge as a Board member and then Chair was overcoming a financial crisis and a loss of credibility within the community. While funding remains a challenge we have overcome our crisis and regained our reputation with the granting and funding organizations. Our challenge will continue as all of our income is derived from donations and grants as we do not charge for services. Our services are vital to our community on a number of levels. The first is functioning as “first responder” for health and human service issues. From keeping the lights on, to food, to tax preparation, we are able to refer those in need to the agency or program most likely to render immediate assistance. By improving our IT capability we are able to monitor our calls and gauge community need by the nature of the calls. For example in the last three years the need for immediate financial assistance has grown significantly. 211 has developed a web based format that pre-screens applicants based agency criteria to ensure that referrals will be appropriate and capacity exists to actually provide assistance. 211 is an integral component of infrastructure for the Emergency Preparedness departments of three counties. From a long term point of view, 211 is beginning to use all of its data to help the community plan for services that are needed or enhanced as well as assisting in determining programs effectiveness.  211 is a special organization with a truly dedicated staff that goes above and beyond every day. It is an honor to be associated with them.

 

 

Statement from the CEO/Executive Director
Carmen Rojas-Rafter, Exec. Dir.-United Way 2-1-1 of Manasota is unique in that we are a local and only call center operating 24/7 who serves residents of Sarasota, Manatee and DeSoto counties with Information & Referrals for Health and Human Service needs.  By calling 2-1-1, callers can talk to a live local person who will listen to their concerns and search for resources to meet their health and human service needs.  Our services are free to callers.  UW 2-1-1 of Manasota is a critical link between callers' needs and resources. We are very efficient in saving callers' time from having to call or visit various agencies for assistance and assisting local agencies in pre-screening to alleviate agengies from turning away clients when their resources have been expended for the day and week. We have streamlined the process for callers to receive assistance more efficiently and expeditiously, and eliminated duplication of services since clients can be screened once and not have to be screened again at the resource agency, reducing their caseloads.   UW 2-1-1 also offers a complimentary monthly "Shout Out" for agencies to publish information about their programs, and/or upcoming meetings and events.  We are part of many collaborative efforts in all 3 counties enabling the streamlining process of creating the pipeline of equal and efficient access to health and human services.  Our new phone system is portable so we can continue providing services in the event of a natural disaster.  We are blessed with a small, but terrific staff and dedicated volunteers. It is an honor to serve this agency. 
Programs
Description

United Way 2-1-1 of Manasota (2-1-1) is a staffed information and referral call center. 211 is an easy 3 digit number to recall to provide quick and easy access to information about health and human services assigned by the FCC.  Trained Information and Referral Specialists work with callers to assess their needs, determine their options and provide appropriate programs/services, give support, intervene in crisis situations and advise regarding community needs. The service is provided at NO COST for callers.  The calls are private and confidential. Dial 211 for Essential Community Services. Information about and referrals to services include: crisis and emergency; disaster relief services-pre and post event;educational resources, food, health, housing and utilities, human trafficking, jobs and support, and veteran affairs. "We meet our callers where they are and help them navigate where they need to be." 

Budget $542,500
Category Human Services, General/Other Information & Referral
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified Families At-Risk Populations
Short Term Success 100% of agencies who utilize 2-1-1 for pre-screening procedures will experience efficiencies with qualified client intake.
Long Term Success 80% of individuals who speak to a United Way 2-1-1 of Manasota information and referral specialist, will have increased awareness of existing agencies and programs and better knowledge on the steps necessary to access these services. 
Program Success Monitoring
The success of the program is monitored by both random follow up calls (to clients who were given referrals from 2-1-1) and partnering agency feedback. The Salvation Army of Sarasota County, has reported an increase in qualified clients and a decrease in under qualified clients for the LIHEAP program, due to intake pre-screening procedures conducted by 2-1-1.
Program Success Examples
“Through the Season of Sharing Campaign, United Way 2-1-1 efficiently and dependably refers clients needing the most basic of human services to the right agency. Our community depends on it.”
......Patricia Martin, Community Foundation of Sarasota County 
 
 Link to Sarasota Herald Tribune article on Season of Sharing.
Comments
Program Comments by Organization
United Way 2-1-1 of Manasota, Inc. operates a 24/7 line to serve the community. Our local 2-1-1 has national accreditation by AIRS (Alliance of Information and Referral Systems) and state accreditation by FLAIRS and AHCA (Agency for Health Care Administration.)  We provide on-line translation services in over 50 languages for non-English speaking callers. 2,878 Service Providers are registered in our Community Point Resource data base.  In the last year, 2-1-1 of Manasota received over 82,646 calls. We also addressed  53,347 problems/needs and transacted 50,321 I & R calls. 
We are the only agency in this 3 county area providing this comprehensive information with referrals for health and human service needs.  United Way 2-1-1 of Manasota's scope of service extends to our partner agencies in the Tri-County community.  
We offer client pre-screening services for a number of Agencies which contribute to their improved efficiency and effectiveness. Many of our families and individuals struggle in today's business climate to maintain financial stability.  2-1-1 offers information and referrals for employment opportunities, career development, and educational advancement in an effort to better ensure fiscal independence in their future. 
Since 2001, United Way 2-1-1 of Manasota, Inc. has been a fiscal agent for the Season of Sharing Fund (SOS) of the Community Foundation of Sarasota County.  Through this one of a kind, highly successful campaign, 2-1-1 provides vital funds to needy families in Sarasota County, in partnership with case managers and resource agencies.  2-1-1 has been able to help hundreds of families to prevent homelessness, reconnect their utility services and provided daycare dollars so parents can maintain employment.
2-1-1 is part of the Family Haven Alliance Partnership with other key agencies in the community offering homelessness diversion screening and referrals to emergency family shelter and master case management services for our families who are literally homeless or on the verge of imminent homelessness.  This screening process has rescued many families from sleeping in their cars in parking lots or from seeking shelter in places not fit for habitation. 
2-1-1 has a small and dedicated staff of Information and Referral Specialists and also partners with the AARP Foundation to train their volunteers to work in our call center. Staff has been increased only in a limited manner, and some traditional funding sources have declined  supporting administrative needs. Consequently, callers may need to wait longer in our queue to personally talk with an I & R specialist.  To met the increased need for our services, and reduce waiting time for callers, it would be a major benefit to those we serve if we could hire at least 1 AARP volunteer as well as a part-time staff member to dedicate at least 15 hours a week to families with disabilities and special needs, including children. Other needs include funding for computer software, maintenance contracts and outreach programs.
United Way 2-1-1 of Manasota, Inc. is interested in expending its volunteer base for administrative supportive services; technical website assistance; social media tracking and input.  Please feel free to offer in kind hours of services with 2-1-1. We would be happy to consider matching your skill sets with our office needs.
We are most grateful for tax-deductible donations of any amount. To donate online, please go to our website: www.uw211manasota.net and click on DONATE to 2-1-1.  Donations by mail may be sent to United Way 2-1-1 of Manasota, Inc., 1800 Second Street, Suite 102, Sarasota, Florida 34236.
Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Carmen Rojas-Rafter
CEO Term Start Jan 2016
CEO/Executive Director Email crafter@uw211manasota.net
Experience
Attorney with over 19 years of experience with legal, semi-governmental and non-profits. Experienced Executive Director and Manager in non-profit settings.
Former CEOs/Executive Directors
NameTerm
Mr. Alberto Suarez Jan 2004 - Jan 2009
Jessica Ventimiglia Aug 2009 - Aug 2015
Senior Staff
NameTitle
Ms. Taylor Neighbors Homeless I & R and Case Worker
Ms. Christina Russi Associate Executive Director
Ms Kimberly Vorias Data Resource Manager
Staff & Volunteer Statistics
Full Time Staff 5
Part Time Staff 2
Staff Retention Rate % 88
Professional Development Yes
Contractors 0
Volunteers 1
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
UW 211 collaborates with over 800 agencies and 2,000 programs in the 3 County area of Sarasota, Manatee and DeSoto.  Major agency collaborations include: Salvation Army (SA) of Sarasota, SA of Venice; and SA of Manatee County; Jewish Family and Children's Services (JFCS); Catholic Charities; Lutheran Services; United Ways of Sarasota County, Manatee County, and South Sarasota County. All Faiths Food Bank; Church of the Palms; Beneva Christian; other Food Banks, other churches and church food pantries; Resurrection House; Senior Friendship Centers; Suncoast Workforce; AARP SEnior Employment Program; SPARCC; Hope Family Services; Sarasota County Health Department; Manatee Rural Health Services; Coastal Behavioral; Manatee Glens; Bayside and Sarasota Memorial; Community Coalition on the Homeless and One-Stop Center - Bradenton; Suncoast Partnership to End and Prevent Homelessness; Healthy Start; Meals on Wheels Plus and Food Bank (Manatee County);  MHCC; Englewood Helping Hands; Center for Hope; North Port Social Services; Manatee Community Services; and many other agencies. 
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Agency for Health Care Administration2012
Alliance of Information and Referral Systems (AIRS) - Accreditation2011
Awards & Recognition
Award/RecognitionOrganizationYear
Community Partner of the YearHealthy Start Coalition of Sarasota County2010
Community Service Leadership - Certificate of AppreciationInternal Revenue Service2009
Community Service LeadershipUntied Way of Sarasota County2010
Appreciation for SupportDeSoto County High School2011
Appreciation for 2011 Hurricane SOUDERS ExerciseManatee County Emergency Management2011
Certificate of AppreciationCommunity Foundation of Sarasota County2012
Award of Excellence to 211 Lead Specialist, Christina RussiCommunity Foundation of Sarasota County & Wilson Wood Foundation2012
Appreciation for Continued SupportDeSoto County High School2012
Community Service Leadership-Certificate of AppreciationInternal Revenue Service2011
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 2
Strategic Plan Adopted Mar 2015
Management Succession Plan No
Continuity of Operations Plan Yes
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Comments
Management Comments by Organization
Carmen Rojas Rafter, Esq.,  Exec. Dir.-United Way 211 of Manasota is unique in being the only call center operating 24/7 to serve residents of Sarasota, Manatee and DeSoto counties with Information & Referrals for Health and Human Service needs.  By calling 2-1-1, callers can talk to a live person who will listen to their concerns and search for resources to meet their health and human service needs.  Our main challenge is securing operating funds for the increased demand and need for our services. Services of 2-1-1 are provided to residents and agencies in the areas we serve at no charge, and is a critical link between callers' needs and resources to meet their needs.  We are blessed with a small, but terrific staff and dedicated volunteers. It is an honor to serve UW 2-1-1 of Manasota.  
Management Comments by Foundation
Board Chair
Board Chair Mr. Marc Lazarus
Company Affiliation R & L Healthcare Advisors
Board Term Feb 2014 to Feb 2016
Board Chair Email mlazarus@rlhealthcareadvisors.com
Board Members
Board Members
NameAffiliation
Bronwyn Beightol United Way Manatee County
Ogden Clark IIIManatee County Government
Mireya Eavey United Way Suncoast Sarasota Office
Don Hermey Emergency Management of Manate County
Mr. Marc Lazarus R & L Healthcare Advisors
Bob Stuckey Sarasota County Govt.
Mr. Dan Wuethrich Sarasota County Government
Student serving on the board through Community Youth Development? No
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 5
Female 2
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 5
Board Meeting Attendance % 86
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 88
% of Board Making In-Kind Contributions 89
Standing Committees
Audit
Finance
Comments
Governance Comments by Organization
Carmen Rojas-Rafter, Esq., Executive Director for UW 2-1-1 of Manasota states that it's a perfect opportunity to review our by-laws and update them to include at least 1 seat from a successful previous caller and fill vacated seats allocated to the initial organizations and agencies.  I'd like to incorporate diversity as to organizational specialty needs, such as a background in IT, legal, accounting/finance/banking, call center operations, and realty. I'd also like to add diversity of members to represent our community.  The challenge is to recruit Board members willing to become a working member and integral part of our team and donate their time and efforts to assist in alleviating administrative costs for the organization, which is hard to fund. 
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2016
Projected Revenue $663,700.00
Projected Expenses $663,700.00
Endowment Value
Endowment Spending Policy N/A
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Anticipate Campaign within 5 years?
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$535,000$0$0
Government Contributions$130,725$135,872$135,760
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$130,725$135,872$135,760
Individual Contributions$55,132$213,969$215,469
$130,260$133,401$129,162
$0$0$0
Investment Income, Net of Losses$83$69$94
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$33,461$38,110$29,787
Other$0$0$0
Expense Allocation
Fiscal Year201520142013
Program Expense$728,855$484,496$419,226
Administration Expense$64,576$44,525$44,145
Fundraising Expense$10,282$7,037$6,748
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.100.901.02
Program Expense/Total Expenses91%90%89%
Fundraising Expense/Contributed Revenue1%1%1%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$180,808$101,372$155,182
Current Assets$156,254$68,217$115,343
Long-Term Liabilities$0$0$0
Current Liabilities$3,659$5,171$6,234
Total Net Assets$177,149$96,201$148,948
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountFoundation & Corporate Support $535,000Contributions, gifts, grants $213,969Contributions, gifts, grants $215,469
Second Highest Funding Source & Dollar AmountGovertnment Grants - Unspecified $130,725Govertnment Grants - Unspecified $135,872Govertnment Grants - Unspecified $135,760
Third Highest Funding Source & Dollar AmountUnited Way $130,260Federated Campaigns $133,401Federated Campaigns $129,162
CEO/Executive Director Compensation $50,001 - $75,000
Co-CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities42.7013.1918.50
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization

United Way 2-1-1 provides nationally certified Information and Referral Services on a 24/7 basis for residents and organizations in Sarasota, Manatee and DeSoto counties.  We are the only agency in this three-county area providing this comprehensive information with referrals for health and human service needs.  By dialing an easy to remember, three-digit number, 2-1-1, callers can talk to a “real” person who has empathy for their needs and is trained to assist them with obtaining referrals to meet their needs.  

 In our fiscal year ended June 30, 2014, we received more than 82,646 calls. The total number of problems or needs addressed was over 53, 347 of the referral calls.  Many families were doing fine and contributing to their communities and, now, due to job loss, under-employment, illness, and other challenges, these families need our help to access resources for their needs. 

We serve resource agencies as well as residents.  We provide custom designed pre-screening digital forms for resource agencies and do pre-screening of their clients. The forms expedite service delivery to clients, reduce duplication by agencies serving clients, and reduce the workload of case managers.  Since 2009, United Way 2-1-1 has been a fiscal agent for the Season of Sharing Fund (SOS) of the Community Foundation of Sarasota County.  Through this wonderful program, our agency can provide vital funds for needy families in Sarasota County, in partnership with caseworkers and resource agencies.  Last year we disbursed over $400,000 for primary needs.

 While our referrals increased substantially, and we are doing more for the community and resource agencies, our staff has not increased, and some traditional funding sources have declined.  Consequently, callers may need to wait longer in queue to personally talk with an I & R specialist.  We are blessed with a wonderful, small dedicated staff and volunteers.  Some volunteers are part-time AARP trainees.

To meet the greatly increased need for our services, and reduce waiting time for callers, it would be a major benefit to whom we serve if we could hire three part-time trainees.  Other needs include funding for Information and Referral materials, and outreach programs.

 We are most grateful for tax-deductible donations of any amount.   To donate online, please go to our website:  www.uw211manasota.net  and click on Donate to 2-1-1.  Donations by mail may be sent to United Way 2-1-1 at 1445 Second Street, Sarasota, FL  34236.   

Financial Comments by Foundation Financial figures taken from IRS Form 990s. Audit not available for 2010. 990s and audits are reconciled for all other years. Individual contributions include foundation and corporate support, as reported on 990s.  Financial information for 2015 was taken solely from the audited financial statements as the Federal tax return was not available at time of review.  The valuation of donated services is included in revenue in the audited financial statements.
Nonprofit United Way 2-1-1 Of Manasota Inc
Address 1800 2nd Street, Suite #102
Sarasota, FL 342365903
Phone 941 308-4357

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THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.