United Way of Charlotte County Inc
17831 MURDOCK CIR UNIT A
PORT CHARLOTTE FL 33948-4093
Mission
Leading the united effort to eliminate poverty by investing in our community.
Leadership
CEO/Executive Director Ms. Angie M Matthiessen
Board Chair Harvey Goldberg
Board Chair Affiliation Retired, Former Mayor of City of Punta Gorda
General Info
Tax Exempt Status Public Supported Charity
Incorporation Year 1977
State Charitable Solicitations Permit Yes Feb 2019
State Registration Yes
Financial Summary
Note: Revenue includes the value of in-kind contributions/donations
 
IRS Letter of Determination
Name
IRS Letter of DeterminationView
Impact Statement
We are always working to do better and to be more.  This year has brought incredible changes in the way we invest your donations.  
  1. Our partner agencies are required to work together....in fact, it was a requirement for organizations to collaborate on a program to receive funding.  
  2. As a result, we are funding 14 incredible collaborations that are addressing the root causes of poverty. We are the connective tissue, the backbone support to these initiatives & the results are amazing.
Our goals are:
  1. To invest and grow these collaborations, 
  2. To support residents who need housing and assistance by partnering with the Community Foundation to administer the SOS program, and 
  3. To make progress on our 5 year BOLD goals.  Our BOLD goals would guarantee access to healthcare and financial stability for all, and that at least 70 % of our 3rd graders are reading on grade level. 
Needs Statement
  1. Collective Impact Program $10,000
  2. VITA (Volunteer Income Tax Assistance) Coordinator $8,000
  3. Women United $5000
  4. Volunteer Management Online $5,000
  5. Volunteer Coordinator $10,000
Background Statement

The United Way of Charlotte County is leading the united effort to eliminate poverty by investing in our community. But what does that mean? And why is poverty such an important issue when we live in paradise?

Poverty takes many forms and in most cases results in a loss of self-esteem, identity, privilege, and power. When we talk about poverty, we’re really talking about an absence of more than just money, we’re talking about an absence of support for children from birth to kindergarten, we’re talking about families and individuals not able to maintain independence and financial stability in their homes and lives, and we’re talking about communities unable to find the resources to strengthen well-being and the neighborhoods in which we live.

For the 64,000 people in Charlotte County that are walking a financial tightrope, unable to make ends meet each and every month, it means so much more than not having enough money. It means devoting more time to just surviving; it can mean forgetting what hope is, living in fear of what might happen today or the next.

The A.L.I.C.E. Report details the true reality of our community. While 12% of our residents are living in government defined poverty, 28% are unable to pay all their bills each month. This means that 40% of Charlotte County citizens are living in financial hardship. ALICE households are employed; they hold jobs, pay taxes, and provide services that are vital to the Florida economy in a variety of positions such as retail salespeople, customer service representatives, laborers and movers, and health care aides.

These folks simply don’t have enough to afford the basics of housing, child care, food, health care, and transportation. Moreover, the growth of low-skilled jobs is projected to outpace that of medium- and high-skilled jobs into the next decade. At the same time, the cost of basic household necessities continues to rise.

For over 50 years, the United Way of Charlotte County has advocated, invested and worked for those who need help the most. By helping others, we help ourselves. Poverty is pervasive and complicated, but together, with you, we can create a community without poverty.  Are you in?
Areas Served
Areas Served
Area
FL- Charlotte
Service Categories
Primary Org Type Human Services
Secondary Org Type Philanthropy,Voluntarism & Grantmaking Foundations
Tertiary Org Type Public & Societal Benefit
Statement from the Board Chair/Board President

I’m proud to serve as the new Board President of the United Way of Charlotte County. As the Executive Director of the Charlotte County Chamber of Commerce, I’ve seen the life-changing-work accomplished by this organization that so many in our community support each year, and I can’t wait to tell you what’s happening next.

As you read this Giving Partner profile, I hope you will consider supporting the United Way of Charlotte County. Every gift, no matter the size, makes a significant impact in our community. In fact, 99¢ of every dollar stays in Charlotte County. Focusing our mission on eliminating poverty, we are increasing the power of your donation as we tackle three compelling BOLD GOALS!

EDUCATION – We envision 70% of our third grade students reading at grade level or beyond by 2022 (currently at 57%). This is important because children not reading on grade level are four times more likely to drop out of high school.

FINANCIAL STABILITY – We envision a community where financial stability is available for everyone. Our programs like Bridges out of Poverty, Season of Sharing and VITA (free tax assistance program) are helping us get there.

WELLNESS – We envision a community where ALL children, adults and senior citizens have access to services that improve their well-being. We’ve already convened and co-funded a countywide health and human services strategic plan, Together Charlotte. Knowing that physical and mental health are affected when basic needs are unmet, we will continue to support and advocate for programs that provide relief and solutions for a healthier population.

We recently paired Fawcett Memorial Hospital with Peace River Elementary School, one of our highest poverty level schools. As a result of this partnership, Fawcett provided $5,000 in student uniforms for families who cannot afford them. During a recent visit, I witnessed the power of this kind of giving when a little girl on her first day received a uniform and while modeling it to her mother, exclaimed, “Now I look like everybody else!” For me, this reaffirmed that the work of our United Way brings joy, belonging and security to those who need it most.

We need everyone at the table to make a true difference - including you. Your donation will help us reach our Bold Goals and our vision of a community without poverty. Thank you in advance for reading this and for considering a donation.

Programs
Description Through our annual community fundraising program, United Way of Charlotte County raises and distributes money to local nonprofit agencies working together in Collaborative Programs to meet our Bold Goals for Financial Stability, Education, and Health/Wellness in Charlotte County.
Budget $300,000
Category Human Services, General/Other Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served Families Children and Youth (0 - 19 years) Adults
Short Term Success

We provide a thorough grant funding process for United Way dollars. Last year, the following Collaborative Programs received funding:

Mentoring for Financial Success: Provides 30 unemployed/underemployed families with case management and mentoring services to assist them in achieving financial stability.

Charlotte County Reads: Provides reading support services for 184 children living in poverty, age preschool through 3rd grade.

Ending Chronic Homelessness: Provides an Integrated Care Model for 80 chronically homeless individuals who have complex medical and psychiatric illnesses.

Building Successful Futures Together: Aims to reduce poverty and promote health/wellness by increasing multigenerational educational opportunities for low income residents.

Senior Nutrition and Care: Coordinates nutrition services and health care services among approximately 775-800 clients shared between the collaborative grant partners.

Eat Well Live Well: Promotes healthy eating habits and cooking skills among low income families served by the collaborative grant partners.

Long Term Success

United Way of Charlotte County’s Collective Impact funding process is focused on achieving success on our three Bold Goals for Charlotte County over the coming years:

1. Financial Stability: We envision a community where financial stability is available for everyone.

2. Education: We envision a community where at least 70% of Charlotte County 3rd grade students are reading at grade level or beyond by June 2022.

3. Health/Wellness: We envision a community where all children, adults and senior citizens have access to services that improve their wellbeing, and therefore the overall health of Charlotte County.

Each of the Collaborative Program we fund has committed to making an impact and tracking client outcomes directly related to one of these Bold Goals.

Program Success Examples

Each of the Collaborative Programs is making a big impact on people living in poverty in Charlotte County. One of the best success stories occurred in the Ending Chronic Homelessness program. Wayne became involved in this program after the death of his wife. When his wife died, he became so depressed that he began drinking heavily. He soon lost his job, and then he lost his home.

He lived in the woods for several years, before receiving help through this program. With their “Housing First” Integrated Care Model, the collaborative grant partners (Virginia B. Andes Community Clinic, Charlotte County Homeless Coalition, and Charlotte Behavioral Health Care) worked together to get Wayne back in safe, permanent housing; to provide him with treatment for alcoholism; and to find steady employment.

Description

United Way of Charlotte County is responsible for coordinating the entire grant funding process for Board of County Commissioners and City of Punta Gorda. We utilize Community Impact Volunteer Panels, which consist of trained community volunteers, to assist us in thoroughly vetting the nonprofit agencies that apply for this funding. This process includes analysis of each agency’s financial stability, client outcomes success, and program development and implementation. Community Impact Volunteer Panels make funding recommendations to the United Way of Charlotte County Board of Directors, who then allocates available funding and makes final recommendations to the Board of County Commissioners and City of Punta Gorda. On behalf of the Board of County Commissioners and the City of Punta Gorda, United Way of Charlotte County oversees the grant reporting process and ensures ongoing agency accountability throughout the funding year.

Budget $675,000
Category Human Services, General/Other Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served Families Children and Youth (0 - 19 years) Adults
Short Term Success

To be eligible to receive funding from Board of County Commissioners/City of Punta Gorda, programs must demonstrate success in alleviating poverty for Charlotte County residents. Programs must provide services that help to reduce poverty by making an impact in one of the following focus areas: Education, Employment, Family Services, Health, or Transportation. Currently, funding from Board of County Commissioners/City of Punta is distributed to twenty agencies providing twenty-nine programs that collectively serve thousands of Charlotte County residents.

Long Term Success

Over the long term, the intention of providing grant funding from Board of County Commissioners and City of Punta Gorda is to ensure that local nonprofit agencies have the funding they need to provide essential services to Charlotte County residents who need assistance because they are low income/living in poverty. Without the critical support network these agencies provide through their programs, Charlotte County residents living on the edge of financial disaster would not receive the help they so desperately need to gain self-sufficiency and access resources to improve their financial stability.

Program Success Monitoring

United Way of Charlotte County has a quarterly reporting process for all agencies participating in programs funded by Board of County Commissioners/City of Punta Gorda. Each quarter, funded agencies submit written reports to United Way of Charlotte County’s Director of Collective Impact, who is responsible for reviewing the reports, and assessing the data provided to evaluate the collective impact on alleviating poverty in Charlotte County.

Program Success Examples

One of the best success stories occurred in Children’s Network of Southwest Florida’s Family Preservation Program. Their client, John, had two young (infant and toddler) children with his girlfriend, Sara. Sara also had three other children from a previous relationship. John and Sara lived together with all five children. But Sara’s substance abuse problem became so dire that the courts ordered that she be removed from caring for the children. This program helped John to the keep all five children in their home. Without this program, Sara’s other three children would have ended up in foster care because John would not have had the resources to work full time and to provide complete child care for all five children. He repeatedly stated how thankful he was for funding provided in support of this program, who helped him, his children, and so many others like them. This is one example among thousands: clients receive life-changing assistance from our local nonprofit programs every day.

Description United Way of Charlotte County’s Volunteer Ambassador Program connects Charlotte County residents with volunteer opportunities. We promote volunteer engagement through our Volunteer Income Tax Assistance (VITA) program, Women United, Community Impact Panels, and Day of Caring. We also connect volunteers with nonprofit agencies seeking assistance with special events, fundraising, administrative duties, and a variety of other tasks.
Budget $7,014
Category Human Services, General/Other Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served Families Children and Youth (0 - 19 years) Adults
Short Term Success

In the short term, volunteers provide essential services to our local nonprofit agencies that help them to maximize their efficiency while decreasing cost, a benefit that then translates into improved accessibility of services and outcomes for clients.

Long Term Success

Over the long term, meaningful, strategic use of volunteers is a game-changer for nonprofit agencies. Successful, ongoing volunteer engagement enables nonprofit agencies to reserve critical funding for direct services to clients, thereby contributing to the long term financial health of the agency and improved client outcomes.

Program Success Monitoring

Each year, United Way of Charlotte County connects hundreds of volunteers to opportunities within nonprofit agencies or within our own offices.

Program Success Examples

United Way relies on the dedication and talent of a large group of community volunteers. Volunteers participate in VITA, Women United, Day of Caring, and our Community Impact Panels. Volunteers also contact us so that we can connect them with volunteer opportunities with our nonprofit partner agencies. One of our biggest successes is the benefit we receive from Judi, who volunteers with United Way to oversee the coordination of our Volunteer Ambassador program and to help all of our volunteers find the right opportunity for them to pursue. Judi is committed to United Way’s mission, and has supported United Way through her many years of practicing law and working as an Estate & Trust Administrator for private banks. Her passion for our work shows in the incredible impact she makes through the countless volunteer hours she gives to United Way of Charlotte County.

CEO/Executive Director
CEO/Executive Director Ms. Angie M Matthiessen
CEO Term Start Sept 2017
CEO/Executive Director Email director@unitedwayccfl.org
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Ms. Linda Dobson Finance Manager
Mrs. Angie Matthiessen Resource Development Director
Staff & Volunteer Statistics
Full Time Staff 2
Part Time Staff 4
Staff Retention Rate % 100
Professional Development Yes
Contractors 2
Volunteers 30
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Together Charlotte, Charlotte Community Foundation, Gulf Coast Partnership, Economic Development Partnership, Healthy Charlotte
Affiliations
AffiliationYear
AFP (Association of Fundraising Professionals)2011
United Way Member Agency1966
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Nonprofit of the YearCharlotte County Chamber of Commerce2014
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan Yes
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy No
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures No
Board Chair
Board Chair Harvey Goldberg
Company Affiliation Retired, Former Mayor of City of Punta Gorda
Board Term Apr 2018 to Mar 2021
Board Chair Email hegoldberg@comcast.net
Board Members
Board Members
NameAffiliation
Justin Brand Charlotte Harbor Event Center
Thomas Cappiello Peace River Team at Morgan Stanley
Kristin Cardona Port Charlotte Rehabilitation Center
Steve Dionisio Charlotte County Public Schools
Roger Eaton Charlotte County Clerk of Court
Erin Gant Riverside Realty Services LLC
Harvey Goldberg Former Mayor of City of Punta Gorda
Bill Hawley Fawcett Memorial Hospital
Julie Mathis Charlotte County Chamber of Commerce
Charlotte Miller Florida Light & Power
Vanessa Grant Oliver Ambitrans Medical Transport
Lucienne Pears Charlotte County Government
W. Kevin Russell Esq.W. Kevin Russell, Esq. P.A.
Sue Sifrit Retired Charlotte County School Board
Kathy Silverberg Community Volunteer
Leah Valenti District Director for Congressman Tom Rooney
Steve Vito SunTrust Bank
Patrice Weston State Farm
Phil Wickstrom City of Punta Gorda
Randy Williams Publix Supermarkets, Inc.
Bill Wood Retired, Former Physician
Board Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 20
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Gender
Male 11
Female 10
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 6
Board Orientation Yes
Number of Full Board Meetings Annually 9
Board Meeting Attendance % 78
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 1
Standing Committees
Executive
Finance
Current Year Projections
Tax Year Start Month Apr
Tax Year Start Day 01
Tax Year Begins 2018
Tax Year End Month Mar
Tax Year End Day 31
Tax Year Ends 2019
Projected Revenue $1,497,099.00
Projected Expenses $1,426,401.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
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 Year201820172016
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$677,500$675,000$617,188
Federal$0$0$0
State$0$0$0
Local$677,500$675,000$617,188
Unspecified$0$0$0
Individual Contributions$1,105,831$1,494,855$1,209,331
$0$0$0
$9,656$7,740$9,185
Investment Income, Net of Losses$3,907$10,900$4,909
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$146,745$142,420$125,132
Other$4,518$5,258$4,254
Expense Allocation
Fiscal Year201820172016
Program Expense$1,599,137$1,943,986$1,573,624
Administration Expense$122,852$116,349$116,847
Fundraising Expense$79,998$78,329$62,384
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.001.031.05
Program Expense/Total Expenses89%91%90%
Fundraising Expense/Contributed Revenue4%4%3%
Assets and Liabilities
Fiscal Year201820172016
Total Assets$1,314,149$1,723,728$1,574,700
Current Assets$806,078$1,196,376$1,027,868
Long-Term Liabilities$339,256$338,975$362,842
Current Liabilities$638,449$659,779$567,615
Total Net Assets$336,444$724,974$644,243
Top Funding Sources
Fiscal Year201820172016
Top Funding Source & Dollar AmountContributions, gifts, grants $1,105,831Contributions, gifts, grants $1,494,855Contributions, gifts, grants $1,209,331
Second Highest Funding Source & Dollar AmountGovernment Grants - Local $677,500Government Grants - Local $675,000Government Grants - Local $617,188
Third Highest Funding Source & Dollar AmountNet Rental Income $9,656Investment Income $10,900Net Rental Income $9,185
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201820172016
Current Ratio: Current Assets/Current Liabilities1.261.811.81
Long Term Solvency
Fiscal Year201820172016
Long-Term Liabilities/Total Assets26%20%23%
Financials Comments
Financial Comments by Organization As for every non-profit, there's never enough money to do all we want to do. We raise funds, and there are only so many donations to go around, and many causes to contribute to. Our community impact process has always aided our ability to leverage the funds we receive. Now, however, we're working together in ways we never imagined, developing collaborations between our funded partners. For over 50 years we've served Charlotte County, but we never stop looking for ways to do more, serve more, or raise more. 
Financial Comments by Foundation Financial information taken from Federal 990s and audited financial statements.  Contributions may include foundation and corporate support as they are not separately stated on the tax return.
Nonprofit United Way of Charlotte County Inc
Address 17831 MURDOCK CIR UNIT A
PORT CHARLOTTE , FL 33948 4093
Phone 941 627-3539

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 #CH-2471.