Nonprofit screen
Screen a listUnited Way of Charlotte County Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$2.8Mrevenue
FY2025 · +37% in 3 yrs10staff
5 of 5years filed
’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin0.3%
Months of reserve5.9mo
Revenue growth (annualized)+5.3%
Middle half of peersMedianUnited Way of Charlotte County
Where the money goes FY2025 · $2.8M spent
Programs$2.3M84%Management and general$318k12%Fundraising$118k4%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
20 of 21 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 5 of its 5 returns, 36% of revenue in FY2025.
990 Part VIII28funders
$1.1Ma year, last 3 years
65%from its largest funder
Funder’17’18’19’20’21’22’23The Elsa & Peter Soderberg CharitableSince FY2022$250k$250kRays Baseball Foundation IncNew in FY2023$250kPublix Super Markets Charities IncNew in FY2023$142kThe Cousins Foundation IncOn and off$50kTruist Foundation IncStopped after FY2022$13k$10k$10k–William G and Marie Selby Foundation IncOn and off$11kDonor-advised giftsDonors not disclosed$605k$112k$294k$361k$558k$486k$1.2M11 other fundersUp to $10k a year each$339$87$3k$18k$11k$3k
FundedThrough a donor-advised fundStopped