United Way Suncoast Inc.
1800 2nd St
Ste 102
Sarasota FL 34236
Mission
To provide leadership that improves lives and creates lasting community change by mobilizing the caring people of our communities to give, advocate, and volunteer.
Leadership
CEO/Executive Director Ms. Suzanne McCormick
Board Chair Eric Bailey
Board Chair Affiliation CapTrust
General Info
Former Names
United Way of Sarasota County
Tax Exempt Status Public Supported Charity
Incorporation Year 1924
State Charitable Solicitations Permit Yes May 2017
State Registration Yes June 2017
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $20,276,610.00
Projected Expenses $20,276,610.00
Impact Statement

United Way Suncoast works to break the cycle of generational poverty through educational programs that give children the skills they need to succeed and help adults achieve financial stability so they can support themselves and their families. In all phases of life, United Way is there from early literacy, to youth success to adult financial stability for those in need. Why? Because undereducated children in poverty are nearly three times more likely to drop out of high school and repeat the cycle.

 Our strategic priorities include:

1. Early Literacy (improve grade level reading from birth through age 12)

2. Youth Success (improve high school graduation rates and ensure children are prepared for college or career)

3. Financial Stability (increase the number of individuals/families living at 200% of poverty or better through workforce development and financial education)

 

Accomplishments FY'15:

1. Began community work around Booker Middle School as the first Sarasota place-based United Way initiative.  The program focuses on providing in and out of school supports to help children transition into and through middle school better prepared academically and socially for high school.

2. Shared the Florida A.L.I.C.E. (Asset Limited, Income Constrained, Employed) Report, which identifies key risks and impediments to moving our community to greater financial stability and helps inform priorities for United Way Suncoast and our community partners. 

3. Generated $20M in tax and EITC/CTC refunds for 18,500 families through the volunteer free tax preparation efforts.  That money is used by families to pay debt, secure safe housing, receive education and more. 

4.Organized 43,000 volunteer hours in projects at area non-profit organizations over the past year, valued at $988,000 in donated person hours.

 

Goals - FY'16

Early Literacy (0-12) - Ensure that children are surpassing key school readiness and early grade reading benchmarks.

Youth Success (13-18) – Ensure that children are graduating from high school with the skills necessary to pursue post-secondary education or vocational training.

Financial Stability (18+) – Ensure adults achieve long-term financial stability by developing the skills and opportunities to obtain family sustaining employment.

Needs Statement
United Way Suncoast seeks partners, donors, and volunteers to advance our impact agenda for early learning and literacy, youth success, and financial stability.  We have an immediate need for funding and partnership to sustain and grow the Booker Middle School youth success program, as well as advance the common good in Sarasota.
 
Become an Advocate: Create change by beginning or supporting a workplace employee fundraising campaign, make an individual contribution, offer in-kind supports, sponsorships, planned giving, and more to help make a difference in our community.
 
Advocate:  through participation with our Public Policy team, champion UWS at your workplace or in your personal environment, follow us on social media and share the stories with others.
 
Volunteer:  through HandsOn Suncoast, be a VITA volunteer or a
Reading Pal, serve on a local UWS committee or project team.
Background Statement

Founded in 1948 in Sarasota and 1924 in Tampa Bay, a series of mergers has grown the United Way footprint to include Sarasota, DeSoto, Hillsborough and Pinellas Counties today, under the name United Way Suncoast.

While the name has changed, the mission has remained the same...to improve the lives of people in our communities. Our approach is to focus on a defined set of issues and align our funding, partnerships, and donor support to advance the priority issues we believe will have long-lasting change for the people touched and the communities they live in. United Way is a uniquely positioned leadership organization - bringing corporate, government, and non-profit resources together to change lives. It takes a collective effort to create community-wide solutions.  United Way Suncoast assumes the role best suited for our strengths. For some programs, we provide leadership and staffing to organize resources and serve as a bridge between partner agencies. For other programs, we support funded partners to deliver services. And, when necessary, we provide the services ourselves. In all work, we align efforts and funding to create the greatest, most effective impact for the community.

Areas Served
Areas Served
Area
FL- DeSoto
FL- Hillsborough
FL-Pinellas
FL- Sarasota
Areas Served Comments Sarasota, DeSoto, Pinellas and Hillsborough Florida
Service Categories
Primary Org Type Human Services
Secondary Org Type Community Improvement, Capacity Building
Tertiary Org Type Education
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director
United Way Suncoast ranks in the top 40 of all 1240 United Ways across the country.  Not just in size, but in our demonstrated ability to impact lives and create lasting community change.  Our Board consists of recognized community leaders and our staff are leading professionals in the United Way movement in the USA and around the world.  United Way Suncoast receives more than $23M in annual support from a variety of donors to meet the needs of nearly 500,000 people in our region.  Together, with our community partners, we are pursuing new collaborations and new ways of serving people in order to maximize the return on funds invested with us and to have greater impact on the social issues we believe to be most critical to address - education of our children and financial stability of our families.  We invite you to join us!
Programs
Description

United Way Suncoast's Financial Stability Initiatives focus on helping families to achieve and maintain financial stability. Through a variety of financial programs and services we provide families with the knowledge and tools that assist them in taking the steps necessary to become financially self-sufficient.

  • Free Tax Preparation
Budget $218,000
Category Human Services, General/Other Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served At-Risk Populations Adults Adults
Short Term Success

During FY2013:

  • United Way Suncoast completed more than 16,532 tax returns which resulted in $20,255,000 in tax refunds to local citizens.
Long Term Success

The ultimate goal of our program is to increase the number of families living at or above 200% of the federal poverty level and to ensure adults achieve long term financial stability by developing the skills and opportunities to obtain and sustain employment. The program offered provides the strategies needed to make this an attainable goal.

In the past five years, we have had the following results:
  • 52,158 Tax Returns completed resulting in $56,094,460 in tax refunds.
  • 7,869 individuals participated in pre-employment workshops with 2379 of them securing employment.
  • Provided 15,304 individuals with formal financial education. 
Program Success Monitoring
  • Various reports from partners supporting the work including IRS for tax preparation results, workforce partners for employment activity results and financial education partners for results on participation in financial education workshops
  • Stories from partners of clients who have demonstrated the improvement in their financial status as a result of the programs.
Program Success Examples
  • Cherry H. had a dream to open her own assisted living facility in rural Hillsborough County. She knew she needed mentors and guidance. She took a class to get her license and learned about the Individual Development Account program at the United Way. She enrolled in the program and, to meet the requirement of $25 per month savings, she went bare bones on everything. Over six months she saved $2000 which was matched with another $4000 from program partners. She opened her first assisted living facility in 2010 and recently opened her second facility. Both are doing well.
  • Christabel completed a series of financial education workshops at a local neighborhood service center. Following this series, she decided to continue to work with a financial counselor to assist her in addressing the issues that held her back from purchasing a home. She consistently used the tools provided to track spending and manage her money. She took all the information learned and applied it to her situation while continuing to take additional financial education courses, including a first time home buyers course. Christabel is now positioned to buy her family's first home.
Description

United Way Suncoast has chosen Literacy as a key focus for our education efforts. Through the Early Literacy Initiative (ELI), UWS will provide leadership and advance collaboration creating an integrated program model using evidence based best practices to support and expand early literacy strategies in our region. We will accomplish this goal through partnerships with local school districts, colleges, universities, non-profit agencies, and other entities. Key programmatic elements include:

-Resources and training assistance for parents to help their child become stronger readers.
-Access to books for children and quality academic enriched summer camps that eliminate summer learning loss for low income children.
-Access to trained volunteers helping students with reading.
-Building community awareness around the importance of early literacy and reading on grade level by 3rd grade.
-Trainings and resources for preschool, out-of-school time providers to improve the quality of their program.
Budget $3,133,333
Category Education, General/Other Early Childhood Education
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years)
Short Term Success

The model will be implemented and tested in target neighborhoods throughout the Suncoast region and expanded as results demonstrate effectiveness and resources become available.  A myriad of programmatic outcomes will be measured including increased knowledge and behavior change of parents, increased literacy skills of children, and providers' ability to demonstrate appropriate instructions, support and skills.

The Early Literacy Initiative will achieve the following short-term successes as the initiative is fully launched:
  • Increase the number of books read by children
  • Increase the literacy skills of children
  • Improve the quality of preschool and out-of-school time programs
  • Increase the quality of literacy activities taking place in the home
  • Increase the amount of literacy resources in key high-poverty neighborhoods
     
Long Term Success Most Americans wrongly believe that it is okay if children enter school not ready to learn to read because they will just catch up.  The reality is that 88% of fist graders who are reading below grade level will continue to read below grade level in fourth grade.  These children, who are struggling with reading in fourth grade, are four times more likely to drop out of school as compared to proficient readers.  Thus, the long term goals of the Early Literacy Initiative are that children in our region will enter school ready to learn to read and that elementary students are ready on grade level, especially by third grade, which is a pivotal year.
Program Success Monitoring

Summer is a time when children can lose the equivalent of two months of reading.  To address this issue, United Way Suncoast developed the Summer Care program.  In the summer of 2013, more than 9,000 students received daily academic instruction.  These students increased their knowledge by an average of 9.2%.  In addition, 273 students were selected for one-on-one reading instruction due to their significantly below level reading skills. 93% did not suffer summer learning loss and increased their reading skills by 7 months. 69% of those students are now reading on grade level.  In partnership, the Sarasota Y provided academic opportunities during the summer camp program.  The youth participating showed gains of 6 to 22%.

Program Success Examples An external evaluator will measure the success of the Early Literacy Initiative through various state-recognized data sources including the CLASS (Classroom Assessment Scoring System), FACT (Florida Comprehensive Assessment Test), and FAIR (Florida Assessments for Instruction in Reading) data for the region.
Description In order to improve lives and create lasting community change, United Way Suncoast has committed to helping neighborhoods by building on assets and engaging residents in developing solutions for community issues.  Based on its success in neighborhoods such as Campbell Park and Sulphur Springs, United Way is expanding its efforts and partnering with Booker Middle School in developing a place-based program at the school.  The program will include a student-parent resource room which will integrate a two-generational approach to learning, as well as ensuring the resources and services in the North Sarasota County Area are made available to families.  A Parent and Community Outreach Liaison employee is based at the resource center serving as a focal point for outreach to the families of the school and implementing a community awareness program that advances and drives our Youth Success community target goals. During tax season, UW's VITA program will be offered to families of the school.
Budget $150,000
Category Education, General/Other Education, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years) Children Only (5 - 14 years) Children Only (5 - 14 years)
Short Term Success By taking both quantitative data as well as qualitative data from key partners, including neighborhood stakeholders, parents and school staff to ensure collaboration and established key performance indicators and metrics, the success will be in focusing on the children and families of Booker Middle School to increase academic, social and financial skill development.
Long Term Success

The purpose of the place-based initiative is to engage parents, youth, teachers, school administration, and school board district leaders together with business, government, non-profits, faith leaders and other key stakeholders to plan and deliver opportunities that support both parents and students with their educational and career goals by:

  • implementing strategies to assist parents to best motivate and equip their middle school child for success.
  • convening community partners to build awareness and strengthen collaboration of services for middle school youth and their families.
  • working with the school system to create positive transition program for students entering middle school that provide extra structure and personal interactions with peers and caring adults.
  • assisting in showcasing the strengths and assets of Booker Middle School to the community at large.
Program Success Monitoring This place-based initiative is brand new.  With the assistance of an internal evaluator and a collaboration of key stakeholders, key performance indicators are being developed.
Program Success Examples This place-based initiative is brand new.  With the assistance of an internal evaluator and a collaboration of key stakeholders, key performance indicators are being developed.
CEO/Executive Director
CEO/Executive Director Ms. Suzanne McCormick
CEO Term Start Sept 2014
CEO/Executive Director Email smccormick@uwsuncoast.org
Experience

As United Way Suncoast's Chief Executive Officer, Suzanne McCormick leads one of Florida’s largest United Ways, ensuring connections are made that cultivate growth, increase community impact and optimize delivery of the organization's strategic plan to break the cycle of generational poverty.

McCormick previously provided leadership at United Way of Greater Portland for 13 years, four of them as its president and CEO. She was also the CEO for both the American Red Cross of Southern Maine and People’s Regional Opportunity Program. After graduating from Duke University, McCormick served two years in Thailand for the U.S. Peace Corps. McCormick lives in Tampa with her husband, two children and two Boston Terriers. She enjoys long-distance running, volunteering for her children's schools and attending their soccer games, and actively participating in community organizations and boards.

 

Former CEOs/Executive Directors
NameTerm
Diana Baker - Aug 2014
Senior Staff
NameTitle
Mireya Eavey Sarasota Area President
Emery Ivery Tampa Bay Area President
Jamie Renee Chief Development Officer
Deanna Willsey Chief Marketing Officer
Carrie Zeisse Chief Operating Officer
Staff & Volunteer Statistics
Full Time Staff 66
Part Time Staff 2
Staff Retention Rate % 70
Professional Development Yes
Contractors 0
Volunteers 1001
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
UW Suncoast collaborates with over 800 corporations in fundraising and other activities.  We have in excess of 80 funded partner not-for-profits, and volunteers worked nearly 43,000 hours in 2015 through United Way HandsOn Suncoast in support of this work.
Affiliations
AffiliationYear
United Way Florida
United Way Worldwide
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Susan Casper, CFO of the Year, Medium Non ProfitTampa Bay Business Journal2015
Risk Management Provisions
Accident and Injury Coverage
Commercial General Insurance
Commercial General Liability
Computer Equipment and Software
Crime Coverage
Directors and Officers Policy
Disability Insurance
Employee Benefits Liability
Employee Dishonesty
Employment Practices Liability
Extra Expense Insurance
Fiduciary Liability
General Property Coverage
Improper Sexual Conduct/Sexual Abuse
Life Insurance
Liquor Liability
Medical Health Insurance
Property in Transit and Off Premises
Public Benefit Guaranty Corporation
Special Event Liability
Umbrella or Excess Insurance
Workers Compensation and Employers' Liability
Workplace Violence
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan Yes
Strategic Plan Years N/A
Strategic Plan Adopted Oct 2013
Management Succession Plan Yes
Continuity of Operations Plan Yes
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Management Comments by Organization
The strategic plan for FY'15-'20 is in its 2nd year of implementation.
Other Documents
Board Chair
Board Chair Eric Bailey
Company Affiliation CapTrust
Board Term Jan 2017 to Dec 2017
Board Chair Email ebailey@captrustadv.com
Board Members
Board Members
NameAffiliation
Charlene Austin Mission United Advocate
Eric Bailey CapTrust
Michael Brennan Ernst & Young
Brian Deming Family First
Rae Dowling Florida Power & Light
Robert Dutkowsky Tech Data Corporation
Mark Fernandez USAmeriBank
Estella Gray Hill & Knowlton Strategies
Kimberly Hopper Regions Bank
Marty Lanahan Regions Bank
Robert Lane Kerkering Barberio
William W. Merrill IIIShareholder; Icard Merrill, Cullis, Timms, Furen & Ginsberg
Peter Norden Clear Channel
David Pizzo Florida Blue
Paul Reilly Raymond James
Stuart Rogel Tampa Bay Partnership
Karen Rushing Sarasota Clerk of the Circuit Court
Alex Sink United Way Worldwide Advisory Board
Daniel Vigne Northern Trust
David Walker Procter & Gamble (Retired)
Student serving on the board through Community Youth Development? No
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 13
Female 7
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 3
Board Orientation Yes
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 68
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 65
Standing Committees
Audit
Board Governance
Finance
Strategic Planning / Strategic Direction
Advisory Board / Advisory Council
Advisory Board / Advisory Council
Comments
Governance Comments by Organization
In addition to the standing committee listed, the UW Suncoast Board has chartered two Area Boards (listed above as Advisory Boards), a Public Policy Committee and an Executive Compensation Committee.  All UW Suncoast Committees operate under a written charter that outlines responsibilities, authorities, and accountability.  The Board consistently adopts best practices as governance expectations change over time.
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $20,276,610.00
Projected Expenses $20,276,610.00
Organization has Endowment Yes
Endowment Value $12,213,000.00
Endowment Spending Policy Percentage
Endowment Spending Policy % 5
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? No
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
$0$0$0
Government Contributions$66,275$113,894$94,701
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$66,275$113,894$94,701
Individual Contributions$21,954,739$22,441,498$23,505,301
$553,989$184,133$1,982,484
$336,026$382,934$1,769,313
Investment Income, Net of Losses$1,090,079$1,980,744$667,507
Membership Dues$0$0$0
Special Events$73,159$93,952$9,762
Revenue In-Kind$549,980$0$437,395
Other$1,277$6,371$6,076
Expense Allocation
Fiscal Year201520142013
Program Expense$19,141,613$18,766,182$19,889,294
Administration Expense$2,148,997$1,757,542$1,846,305
Fundraising Expense$2,251,091$2,255,487$2,011,721
Payments to Affiliates$269,671$258,705$263,163
Total Revenue/Total Expenses1.021.111.18
Program Expense/Total Expenses81%82%84%
Fundraising Expense/Contributed Revenue10%10%8%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$36,287,983$36,525,633$33,948,913
Current Assets$34,433,772$11,626,336$33,369,532
Long-Term Liabilities$1,424,843$1,577,877$1,047,102
Current Liabilities$7,812,605$7,841,029$8,830,902
Total Net Assets$27,050,535$27,106,727$24,070,909
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $21,954,739Contributions, gifts, grants $22,441,498Contributions, gifts, grants $23,505,301
Second Highest Funding Source & Dollar AmountInvestment Income $1,090,079Investment Income $1,980,744Federated Campaigns $1,982,484
Third Highest Funding Source & Dollar AmountFederated Campaigns $553,989Service Fees $355,555Gain on sale of assets other than inventory $1,720,212
CEO/Executive Director Compensation $175,001 - $200,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities4.411.483.78
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets4%4%3%
Financials Comments
Financial Comments by Organization
Please note that effective 7/1/12, United Way of Tampa Bay, Inc. and United Way of Sarasota County, Inc. merged to form United Way Suncoast, Inc.  The fiscal year ended June 30, 2013 is the first year of the existence of United Way Suncoast, Inc.  Both United Way of Tampa Bay, Inc. and United Way of Sarasota County, Inc. have audited financial statements and IRS Form 990s for prior years.
Financial Comments by Foundation Financial information for tax year 2013 for United Way Suncoast, Inc. was taken from their Federal 990.  Individual contributions include foundation and corporate support.  Their Federal tax return and audited financial statements reconcile. 
Nonprofit United Way Suncoast Inc.
Address 1800 2nd St
Ste 102
Sarasota, FL 33609
Phone 941 366-2686

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.