Civic Intelligence

United Way Foundation of Manatee County

EIN 65-0836972 • 501(c)3 • Bradenton, FL

Profile

To provide financial support to and increase awareness of the activities of the united way of manatee county, inc.

1701 14th Street WestBradenton, FL 34205-7132

www.uwmc.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-57%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,024

Up $6 (+0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$5,024

Up $6 (+0.1%) from 2019

Revenue

Down

$6

Down $8 (-57%) from 2019

Expenses

Flat

$0

Flat from 2019

Net Income

Down

$6

Down $8 (-57%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,727,960Liabilities 2011: $0Net Assets 2011: $2,727,9602011Assets 2012: $2,696,332Liabilities 2012: $10,181Net Assets 2012: $2,686,1512012Assets 2013: $3,088,585Liabilities 2013: $24,080Net Assets 2013: $3,064,5052013Assets 2014: $3,633,927Liabilities 2014: $66,750Net Assets 2014: $3,567,1772014Assets 2015: $3,693,802Liabilities 2015: $77,907Net Assets 2015: $3,615,8952015Assets 2016: $3,603,397Liabilities 2016: $12,091Net Assets 2016: $3,591,3062016Assets 2017: $3,636,875Liabilities 2017: $30,164Net Assets 2017: $3,606,7112017Assets 2018: $5,004Liabilities 2018: $0Net Assets 2018: $5,0042018Assets 2019: $5,018Liabilities 2019: $0Net Assets 2019: $5,0182019Assets 2020: $5,024Liabilities 2020: $0Net Assets 2020: $5,0242020

Highlighted filing

2020

Assets$5,024
Liabilities$0
Net Assets$5,024

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $648,554Expenses 2011: $60,644Net Income 2011: $587,9102011Expenses 2012: $102,1422012Expenses 2013: $62,3402013Revenue 2014: $86,688Expenses 2014: $104,813Net Income 2014: -$18,1252014Revenue 2015: $57,903Expenses 2015: $112,298Net Income 2015: -$54,3952015Revenue 2016: $53,539Expenses 2016: $52,281Net Income 2016: $1,2582016Revenue 2017: $333,449Expenses 2017: $544,264Net Income 2017: -$210,8152017Revenue 2018: $1,116,775Expenses 2018: $3,663,566Net Income 2018: -$2,546,7912018Revenue 2019: $14Expenses 2019: $0Net Income 2019: $142019Revenue 2020: $6Expenses 2020: $0Net Income 2020: $62020

Highlighted filing

2020

Revenue$6
Expenses$0
Net Income$6

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$53,539
Mission and Program Overview

Mission

To provide financial support to and increase awareness of the activities of the united way of manatee county, inc.

To provide financial support to and increase awareness of the activities of the united way of manatee county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,674,115$3,590,634▼ $83,481
Savings and Temporary Cash Investments$19,687$12,763▼ $6,924
Total Assets$3,693,802$3,603,397▼ $90,405
Liabilities
Other Liabilities$77,907$12,091▼ $65,816
Total Liabilities$77,907$12,091▼ $65,816
Net Assets / Fund Balance
Unrestricted Net Assets$3,615,895$3,591,306▼ $24,589
Total Net Assets Fund Balance$3,615,895$3,591,306▼ $24,589
Total Liabilities and Net Assets / Fund Balance$3,693,802$3,603,397▼ $90,405

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,590,634--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Philip a BrownNon-voting Board Member$125,000$125,000

Board Members and Trustees

NameTitle
Barbara JohnsonBoard Member
Bill WebsterBoard Member
Bob ThompsonBoard Member
Bob TurnerBoard Member
Cindy DenisonBoard Member
Debbie TappBoard Member
Mariannne MoyerBoard Member
Paul CarrBoard Member
Tim HenningBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$48,539
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$1,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,539
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,838,003
Total Revenue per Audited Statements
$1,891,542
Total Revenue per Form 990
$53,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,130
Other Expenses$6,151
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,130--$46,130
Depreciation Depletion$1,756--$1,756
Fees for Services Accounting$1,500--$1,500
Insurance$868--$868
Office Expenses$263--$263
Conferences and Meetings$243--$243
Other Expenses$97--$97
All Other Expenses$75--$75
Total Functional Expenses$52,281$0$0$52,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,786,550
Expenses Not Reported on Form 990$1,734,269
Expenses per Audited Statements$52,281
Total Expenses per Form 990$52,281
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to United Way of Manatee County, Inc. (ein 59-091509)$12,091
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The tax preparer prepared the return and sent the return to the finance director for review. After the finance director approved the return, the form 990, return of organization exempt from income tax, was sent before the full board of directors for approval. After the board of directors votes to accept the form 990, the tax return is signed and released.

Form 990, Part VI, Section B, Line 12C

Annually all board members and staff are required to complete and submit a signed conflict of interest. We make sure to follow up that everyone has signed and returned and then we file.

Form 990, Part VI, Section C, Line 19

The united way foundation of manatee county will make its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
United Way Foundation of Manatee County
EIN
65-0836972
Phone
9417481313
Address
1701 14TH STREET WEST, BRADENTON, FL 34205-7132

Signing Officer

Name
Philip a Brown
Title
President
Phone
9417481313
Signed
2017-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip a Brown
Formed
1998
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Shinn & Company LLC
Address
1001 3RD AVE WEST SUITE 500, BRADENTON, FL 34205
Preparer
Byron E Shinn
Phone
9417470500
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

United way of manatee county, inc. Revenue reported under ein 59-0901509 1,863,850.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

United way of manatee county, inc. Expenses reported under ein 59-0901509 1,734,269.

Raw XML AppendixShowing 400 of 412 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03590634
IRS990ScheduleD/OtherSecuritiesGrp/Desc0RAYMOND JAMES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01838003
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt053539
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNITED WAY OF MANATEE COUNTY, INC. REVENUE REPORTED UNDER EIN 59-0901509 1,863,850.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNITED WAY OF MANATEE COUNTY, INC. EXPENSES REPORTED UNDER EIN 59-0901509 1,734,269.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03590634
IRS990ScheduleD/TotalExpensesPerForm990Amt052281
IRS990ScheduleD/TotalLiabilityAmt012091
IRS990ScheduleD/TotalRevenuePerForm990Amt053539
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01891542
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01786550
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX PREPARER PREPARED THE RETURN AND SENT THE RETURN TO THE FINANCE DIRECTOR FOR REVIEW. AFTER THE FINANCE DIRECTOR APPROVED THE RETURN, THE FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WAS SENT BEFORE THE FULL BOARD OF DIRECTORS FOR APPROVAL. AFTER THE BOARD OF DIRECTORS VOTES TO ACCEPT THE FORM 990, THE TAX RETURN IS SIGNED AND RELEASED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED CONFLICT OF INTEREST. WE MAKE SURE TO FOLLOW UP THAT EVERYONE HAS SIGNED AND RETURNED AND THEN WE FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNITED WAY FOUNDATION OF MANATEE COUNTY WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED WAY OF MANATEE COUNTY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590901509
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CAMPAIGNS FOR CONTRIBUTIONS FOR CERTAIN HEALTH AND WELFARE AGENCIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1) (A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 109
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BRADENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0342060109
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03693802
IRS990/TotalAssetsEOYAmt03603397
IRS990/TotalAssetsGrp/BOYAmt03693802
IRS990/TotalAssetsGrp/EOYAmt03603397
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052281
IRS990/TotalFunctionalExpensesGrp/TotalAmt052281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt077907
IRS990/TotalLiabilitiesEOYAmt012091
IRS990/TotalLiabilitiesGrp/BOYAmt077907
IRS990/TotalLiabilitiesGrp/EOYAmt012091
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03615895
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03591306
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052281
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053539
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03693802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03603397
IRS990/TotReportableCompRltdOrgAmt0125000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03615895
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03591306
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01701 14TH STREET WEST
IRS990/USAddress/CityNm0BRADENTON
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0342057132
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.UWMC.NET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP A BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09417481313
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED WAY FOUNDATION OF MANATEE COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0650836972
ReturnHeader/Filer/PhoneNum09417481313
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 14TH STREET WEST
ReturnHeader/Filer/USAddress/CityNm0BRADENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342057132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271797701

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