United Way of South Sarasota County
157 S. Havana Road
Venice FL 34292-3104
Mission
A community fund for our neighbors in need. Fighting for the health, education and financial stability of every person in the surrounding communities of Osprey, Nokomis, Laurel, Venice, Englewood and North Port.
Leadership
CEO/Executive Director Maryann C. Terry
Board Chair Dr. James Patterson
Board Chair Affiliation Consultant
General Info
Organization DBA
DBA
United Way of South Sarasota County
Former Names
United Fund South Sarsaota County
Tax Exempt Status Public Supported Charity
Incorporation Year 1966
State Charitable Solicitations Permit Yes Jan 2018
State Registration Exempt Sept 2018
Financial Summary
 
 
IRS Letter of Determination
Name
UWSSCView
Other Documents
Allocation / Community Impact processView
grant processView
Impact Statement

The United Way of South Sarasota County raises funds to invest in local human service programs that impact individuals (young or old) and families, experiencing misfortune or catastrophe. In hopes to foster a new or better opportunity, which will help them sustain longer lasting changes by addressing the underlying causes of their real problems. United Way programs strive to improve our communities at risk, under-served and lower income residents, so that our local economy continues to thrive. Giving every citizen, regardless of income, the same opportunities to achieve the American dream. Preventing homelessness, isolation and abuse.

Needs Statement

Our top most pressing needs are;

1.) Generating United Way South Sarasota County mission awareness and passion for the services our agencies offer to the community for improving education, financial stability and health for all citizens, regardless of economic status.
2.) Inspiring and involving other local non-profit entities to become partners in solving our communities’ most pressing needs.
3) Seeking out and encouraging Bequests/Planned Gifts to our Foundation. The Foundation was started as an endowment fund for the United Way office operational costs, so that 100% of all donations would go right back out into our community programs.
4.) Improved educational and marketing material costs, to give to local businesses and organizations ‘on how to become involved as Volunteers, advocates’ and Sponsors, and
5.)Welcomed introductions to community businesses, leaders and organizations’ that want to work towards our vision of equal opportunities for all.
Background Statement

United Way South Sarasota County (UWSSC) has been serving South County for over 53 years. From the generosity of our local civic, corporate, home town, and individual partners, UWSSC has invested to meet the needs of working families, their children, our frail seniors and at risk individuals by standing united in spreading educational , health and income literacy opportunities’ to those in need. Generating hope and solutions that level the playing fields for all south county citizens, regardless of their social or economic status, so success in life can be had by all.

As a community fund, we solicit community volunteers to review and visit the agencies who apply for annual funding through our allocation application process. These Community Impact Panels volunteers, then recommend to our Board of Directors, how the annual campaign donations should be allocated out for the year. Throughout the year we seek out and welcome new local volunteers for this important community  work. Just call the office to find out more. You must be a South County resident to serve.

UWSSC funds South County programs that concentrate on 1.) The health and well-being of special needs adults and children, 2.) Strengthening individuals, families and children, 3.)Crisis intervention for children, families and adults and 4.) That assist our frail elderly.

Our funding objective is to leverage all community partnerships we gain through funding local human service programs,  so we can help generate better community  impacts on our residents through quality investments for a healthy productive way of life.

Generating lasting community changes that have addressed the underlying causes of family and individual problems, stemming from the lack of opportunities in education, income stability and healthy lifestyles. Discovering how our community partnerships' can work together on influencing the delivery of basic necessities that could develop deeper holistic strategies through increased community collaborations.

Areas Served
Areas Served
Area
FL- Sarasota
Areas Served Comments UWSSC serves the communities of Osprey, Laurel, Nokomis, Venice, Englewood and North Port.
Service Categories
Primary Org Type Community Improvement, Capacity Building
Secondary Org Type Education
Tertiary Org Type Mental Health & Crisis Intervention
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director

United Ways goal is to generate lasting community changes by addressing the underlying causes of family problems that stem from the lack of opportunities in education, income and health. Discovering how our community partnerships' can work together on influencing the delivery of basic necessities that could develop deeper holistic strategies through increased community collaborations.

Programs
Description


Education is the cornerstone for success in school, work and life. And it benefits the whole community: high school graduates earn more and contribute more to their local economies, are more engaged in their communities and are more likely to raise kids who also graduate. UW is about more than short term charity for a few; we are about lasting solutions that build opportunity for all.  By funding programs that give low income children and their families the chance to attend pre-school sessions, after school activities and summer camp, gives them the best start towards success in life and their parents the peace of mind they are safe while they work.


Budget $195,000
Category Education, General/Other Early Childhood Education
Program Linked to Organizational Strategy Yes
Population Served At-Risk Populations Families Aging, Elderly, Senior Citizens
Short Term Success Addressing the underlying causes of poverty
Long Term Success Reducing the high school drop out rate
Program Success Monitoring Quarterly reports with statistics on numbers served are mandatory to continue to receive UW allocation monies.
Program Success Examples 66 at risk children, last fiscal year received a scholarship to  attend Early Head Start programs in South County.
Description


Good health originates from healthy lifestyles’, an essential ingredient for individual success and a thriving community. Funding programs that help to preclude child abuse instill personal safety and parenting skills, provide mental health counseling and community resources along with low cost or no cost prescription drugs build lasting solutions that build opportunity for all.


Budget $150,000
Category Health Care, General/Other Alternative Health Care
Program Linked to Organizational Strategy Yes
Population Served At-Risk Populations Children and Youth (0 - 19 years) Adults
Short Term Success Allowing families to enjoy life and to provide for their families so they can realize their dreams and contribute to society.
Long Term Success
Creating lasting changes by addressing the underlying causes of poor health care and education problems.
Community physical, mental and social health issues are addressed here. 
Program Success Monitoring Quarterly reports are mandatory for our agencies to continue to receive their allocation monies.
Program Success Examples  Mental health communities have grown to two drop in centers in south county.
Description

The whole community benefits when working individuals and families are able to stop walking a financial tightrope and get on solid ground. Predatory lending and scams take away from any financial security and futures lower income people might have. That's why we fund legal counseling and services for seniors and families so they can be on an even playing field with lasting solutions that go beyond charity. Financially stable people are more likely to have access to quality health care, provide a good education for their children and contribute to their local organizations.


Budget $130,000
Category Human Services, General/Other Financial Counseling
Program Linked to Organizational Strategy Yes
Population Served Families At-Risk Populations Adults
Short Term Success Sustained employment and better family income through counseling
Long Term Success Increased family financial stability
Program Success Monitoring Mandatory quarterly reports must be received to get continued allocation monies.
Program Success Examples Less foreclosures and families lossing their homes.
Comments
Program Comments by Organization

United Ways goal is to generate lasting community changes by addressing the underlying causes of family problems that stem from the lack of opportunities in education, income and health. Discovering how our community partnerships' can work together on influencing the delivery of basic necessities that could develop deeper holistic strategies through increased community collaborations.

CEO/Executive Director
CEO/Executive Director Maryann C. Terry
CEO Term Start July 2013
CEO/Executive Director Email maryann@uwssc.com
Experience
Maryann has been working in the nonprofit sector in south county for over 23 years in a variety of roles, from independent social worker to development director to Executive director.
She has authored numerous grants, program curriculum, case management reports, IPP's and has organized many special fundraising efforts.  Has a Bachelors in Education and Organizational Sciences.
She is a member of the Venice Sunrise Rotary Club and the Business and Professional Women of Englewood and Venice.
Former CEOs/Executive Directors
NameTerm
Steve Brett Jan 2002 - Aug 2013
Senior Staff
NameTitle
Maryann C Terry Executive Director
Staff & Volunteer Statistics
Full Time Staff 1
Part Time Staff 1
Staff Retention Rate % 100
Professional Development Yes
Contractors 2
Volunteers 100
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
  • All Faiths Food Bank
  • American Red Cross
  • Big Brothers & Big Sisters
  • Boys & Girls Club
  • Center of Hope
  • Child Protection Center
  • North Port Meals on Wheels
  • Friendship Centers
  • Children First
  • Loveland Center
  • Mental Health Community Centers
  • Good Samaritian Pharmacy
  • Salvation Army
  • Community of Deaf and Hard of Hearing
  • Lutheran Services Florida
  • Venice YMCA
  • SPARCC
  • CHAPS
  • Florida center for Early Childhood Education
  • United Way 211
  • Girl Scouts
  • Literacy Volunteers
  • Venice Area Mobile Meals
  • Gulf Coast Legal Services
  • Epilesphy Services
  • Venice Chamber of Commerce
  • North Port Chamber of Commerce
  • Business & Professional Women Venice
  • Venice Sunrise Rotary Club
  • Sertoma Club Venice
Affiliations
AffiliationYear
Englewood-Cape Haze Area Chamber of Commerce2017
North Port Chamber of Commerce2017
Venice Area Chamber of Commerce2017
United Way Worldwide2017
United Way Member Agency2017
United Way Florida2017
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Chamber Quarterly Spotlight AwardVenice Area Chamber of Commerce2014
Non-Profit of the Year 2014North Port Chamber of Commerce2014
Nokomis Osprey Chamber2017
Venice Main Street2017
Risk Management Provisions
Commercial General Liability
General Property Coverage and Professional Liability
Workers Compensation and Employers' Liability
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 3
Strategic Plan Adopted Oct 2017
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Multi-Media Comments by Organization Please enjoy our first ever campaign video!!
Other Documents
Other Document 2
record retention
Board Chair
Board Chair Dr. James Patterson
Company Affiliation Consultant
Board Term Aug 2017 to July 2018
Board Chair Email jim_patterson@umit.maine.edu
Board Members
Board Members
NameAffiliation
Paula Carney Navamaze
Kathleen Castellano Sonegate bank
Evan Duke Classic Creations in Diamonds and Gold
Scott Graves Community Volunteer
William Gunnin North Port Chamber
John Holic Mayor of Venice
Barbara King Remax Alliance
Melinda Mudge Community Volunteer
Dr. James Patterson Consultant
David Pierce Venice Area Chamber
Alberto Serino PGT
Brandon Stewart STAR Student
David Wertman Floirda Department of Helath
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 9
Female 4
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 72
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 60
% of Board Making In-Kind Contributions 100
Standing Committees
Board Governance
Community Outreach / Community Relations
Strategic Planning / Strategic Direction
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Comments
Governance Comments by Organization After completing our strategic plan this past summer (2017) our Governance Committee is in full swing to update our Policies and Procedures along with our current Bylaws.
Fiscal Year Projections
Fiscal Year Start Month Aug
Fiscal Year Start Day 01
Fiscal Year Begins 2017
Fiscal Year End Month July
Fiscal Year End Day 31
Fiscal Year Ends 2018
Projected Revenue $750,000.00
Projected Expenses $650,000.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment Yes
Endowment Value $320,000.00
Endowment Spending Policy N/A
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
audit2015
audit2013
Audit2012
Historical Financial Review
Expense Allocation
Fiscal Year201620152014
Program Expense$480,800$495,394$497,126
Administration Expense$133,920$137,184$104,068
Fundraising Expense$46,760$49,566$45,731
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.291.031.13
Program Expense/Total Expenses73%73%77%
Fundraising Expense/Contributed Revenue6%8%7%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$1,501,909$1,326,950$1,321,235
Current Assets$862,411$786,350$800,852
Long-Term Liabilities$460,000$480,801$505,876
Current Liabilities$8,319$4,945$7,915
Total Net Assets$1,033,590$841,204$807,444
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $719,379Contributions, gifts, grants $658,418Contributions, gifts, grants $647,626
Second Highest Funding Source & Dollar AmountChange in Foundation Accounts $99,441Membership Dues $37,082Change in Foundation Accounts $48,830
Third Highest Funding Source & Dollar AmountFundraising $32,900Change in Foundation Accounts $6,976Fundraising $29,929
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities103.67159.02101.18
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets31%36%38%
Financials Comments
Financial Comments by Foundation Financial information has been taken from their Federal 990s and audited financial statements.  Contributions include foundation and corporate support.
Nonprofit United Way of South Sarasota County
Address 157 S. Havana Road
Venice , FL 34292 3104
Phone 941 484-4811

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.