United Way of South Sarasota County
157 S HAVANA RD
VENICE FL 34292-3104
Mission
To increase the organized capacity of neighbors in South Sarasota County to care for one another in the surrounding communities of Osprey, Nokomis, Laurel, Venice, Englewood and North Port.
Leadership
CEO/Executive Director Maryann C. Terry
Board Chair Mr. Scott Graves
Board Chair Affiliation Herald Tribune Media Group
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 2016
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $725,000.00
Projected Expenses $650,000.00
Other Documents
Impact Statement

The United Way of South Sarasota County raises funds to invest in 35 local human service programs that strive to impact individuals (young or old) and families, experiencing misfortune or catastrophe, to 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, underserved 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.

Needs Statement

Our top most pressing needs are;

1.) Generating United Way South County mission awareness and passion for the services our agencies offer to the community for improving education, financial stability and health for all citizens.
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 52 years. From the generosity of our local civic, corporate, home town, and individual partners, UWSSC has helped 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 socio-economic status, so success in life can be had by all.

Since we are a community fund, community volunteers review and visit the agencies who apply for annual funding through our grant application process, we call Community Impact/Allocations. These volunteers  recommend to our Board of Directors, how the annual campaign donations should be allocated out for the year. We are always welcoming new local volunteers for this important Community Impact 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 wellbeing of special needs adults and children, 2.) Strengthening individuals, families and children, 3.)Crisis intervention for children 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 Human Services
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 250
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 Commerce2015
North Port Chamber of Commerce2015
Venice Area Chamber of Commerce
United Way Worldwide2015
United Way Member Agency2015
United Way Florida2015
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
Risk Management Provisions
Commercial General Liability
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
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 Yes
Policies and Procedures Yes
Other Documents
Other Document 2
record retention
Board Chair
Board Chair Mr. Scott Graves
Company Affiliation Herald Tribune Media Group
Board Term Aug 2015 to July 2016
Board Chair Email scott.graves@heraldtribune.com
Board Members
Board Members
NameAffiliation
Kristy Babington Englewood Bank and Trust
Terri Britton FPL
Paula Carney Navamaze
Kathleen Castellano Sonegate bank
Kevin Cox Morgan Stanley Venice
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
Tim Smolarick Venice Gondolier Sun
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 9
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 12
Board Meeting Attendance % 71
Board Self-Evaluation No
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
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Community Outreach / Community Relations
Strategic Planning / Strategic Direction
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2016
Projected Revenue $725,000.00
Projected Expenses $650,000.00
Organization has Endowment Yes
Endowment Value $260,000.00
Endowment Spending Policy N/A
Capital Campaign
In a Capital Campaign No
Campaign Purpose To raise funds for distribution to 30 local human service agencies
Campaign Goal
Campaign Dates Aug 2015 to July 2016
Amount Raised To Date 25000 as of Aug 2015
Anticipate Campaign within 5 years? Yes
Audit/Financial Documents
audit2013
Audit2012
Historical Financial Review
Expense Allocation
Fiscal Year201520142013
Program Expense$495,394$497,126$435,459
Administration Expense$137,184$104,068$145,576
Fundraising Expense$49,566$45,731$66,850
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.031.131.21
Program Expense/Total Expenses73%77%67%
Fundraising Expense/Contributed Revenue8%7%9%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$1,326,950$1,321,235$1,191,210
Current Assets$786,350$800,852$720,122
Long-Term Liabilities$480,801$505,876$0
Current Liabilities$4,945$7,915$440,436
Total Net Assets$841,204$807,444$750,774
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $658,418Contributions, gifts, grants $647,626Contributions, gifts, grants $715,420
Second Highest Funding Source & Dollar AmountMembership Dues $37,082Change in Foundation Accounts $48,830Change in Foundation Accounts $61,761
Third Highest Funding Source & Dollar AmountChange in Foundation Accounts $6,976Fundraising $29,929Fundraising $4,348
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities159.02101.181.64
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets36%38%0%
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 RD
VENICE , FL 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.