PLATINUM2023

United Way of Suwannee Valley, Inc.

LIVE UNITED

aka United Way of Suwannee Valley   |   Lake City, FL   |  http://www.unitedwsv.org
GuideStar Charity Check

United Way of Suwannee Valley, Inc.

EIN: 59-1262354


Mission

United Way of Suwannee Valley unites individuals and resources to build a stronger, healthier and more compassionate community.

Ruling year info

1974

Executive Director

Jennifer Anchors

Main address

871 SW State Road 47

Lake City, FL 32025 USA

Show more contact info

EIN

59-1262354

Subject area info

Nonprofits

Population served info

Adults

Homeless people

NTEE code info

Fund Raising and/or Fund Distribution (S12)

Human Services - Multipurpose and Other N.E.C. (P99)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

United Way of Suwannee Valley fights for the health, education, and financial stability of every person in our communities recognizing these are the building blocks for a strong community. Basic to these is the fundamental need for shelter. A primary problem United Way of Suwannee Valley works to address is homelessness. UWSV works to address grade-level reading through programming targeting kindergarten students entering school with literacy deficits. UWSV addresses the need for safety net services through local community agencies eligible to apply for community fundraising campaign dollars allocated through a citizen review panel process to ensure resources are maximized to address the most pressing community needs. In Columbia County, the County Commission approved the Columbia County CARES Act process for distributing these federal funds resulting from the COVID-19 economic relief package and entered a contract with UWSV and Catholic Charities to administer these funds.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

United Way of Suwannee Valley Community Agency Support

United Way of Suwannee Valley conducts an annual community fundraising campaign to generate financial support of the affiliated agencies and local United Way community impact initiatives. United Way provides direct support to screened non-profit health and human service organizations serving Columbia, Hamilton, Lafayette, and Suwannee counties.

Population(s) Served
Adults

The local homeless coalition, the Homeless Services Network of Suwannee Valley, functions as a committee of United Way, which serves as the homeless Continuum of Care (CoC) lead agency, the Homeless Management Information System (HMIS) lead agency, and collaborative applicant for the HUD CoC application.

Population(s) Served
Homeless people

ReadingPals is an early childhood literacy initiative that brings 200 plus volunteers into kindergarten classrooms in Columbia, Suwannee and Hamilton Counties
Grant funded by Carol and Barney Barnett, chair & co-chair of Publix Supermarket Charities, to over 15 United Ways in state of Florida
We know that children who start behind, stay behind. The goal is to instill a love for reading at a young age by providing kindergarten students the opportunity to engage in literacy activities with volunteers for one hour a week for 25 weeks.

Population(s) Served

Where we work

Affiliations & memberships

Lutheran Services Florida 2020

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Estimated number of funding dollars secured for the homeless coalition provider agencies

This metric is no longer tracked.
Totals By Year
Population(s) Served

Homeless people

Related Program

Homeless Services Network of Suwannee Valley

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

United Way of Suwannee Valley, as lead agency for the homeless coalition, submits applications to HUD and the State of Florida Office on Homelessness and receives grant funds from LSF Health Systems.

Number of student hours tutored by volunteers

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Volunteers tutor their assigned students one hour a week in 30-minute sessions appropriate for kindergartner students such that each student receives two half-hour sessions focused on literacy skills.

Community fundraising dollars allocated to local community agencies for safety net services

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people

Related Program

United Way of Suwannee Valley Community Agency Support

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Community fundraising campaign funding is allocated to vetted agencies through a citizen review process providing for the most efficient application of available resources.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

United Way of Suwannee Valley's goals include effectively serving as the homeless coalition lead agency and Homeless Management Information System (HMIS) lead agency to maximize the resources and, therefore, assistance available to address needs of those who are homeless or at risk of homelessness and providing a coordinated entry process to ensure a homeless system of care providing for prioritization of those households with the greatest length of time homeless and/or highest acuity of needs as well as, through HMIS, a community coordinated case management system for data collection and reporting capabilities and elimination of duplication of services. The goal of United Way of Suwannee Valley’s early literacy initiative is to ensure students entering kindergarten with a literacy deficit achieve positive growth exceeding a control group. Volunteers are recruited to serve as ReadingPals, who are paired with kindergarten ReadingPals students. Classroom materials are provided for use by ReadingPals volunteers working with their assigned students. Take-home books are provided to ReadingPals students to promote literacy development at home. Through United Way of Suwannee Valley’s support of safety net services afforded through United Way of Suwannee Valley affiliated agencies, the agency supports the community in addressing unmet human service needs ranging from those for the youngest citizens to youth programs to senior citizens. Through the contract with the Columbia County Board of County Commissioners, United Way of Suwannee Valley seeks to administer the CARES Act funding to provide financial assistance support, and, therefore, family stability through assistance with rent, mortgage, electricity, internet and/or cell phone expenses.

United Way of Suwannee Valley's strategies for accomplishing its goals are enumerated in the organization's Strategic Plan. United Way of Suwannee Valley's strategies for accomplishing its goals include: providing direction to the future development of the United Way by ensuring organizational documents meet the needs of the strategic direction of the United Way; by recruiting, hiring and developing staff positions to ensure an employee base to meet the future needs of the United Way; by establishing and/or strengthening committees to ensure collectively the committees are positioned to meet the needs of the United Way; by identifying and addressing the most pressing current human service needs of the community in collaboration with the Community Impact Committee; by promoting the efficient delivery of human services which are effectively related to the most pressing needs; by cultivating individual and corporate support of United Way to maximize resources for community impact initiatives and agency support; by maximizing community receipt of grant funds to maximize resources for community impact initiatives and agency support; and by cultivating collaborative relationships between United Way, community entities and agencies while promoting support of United Way.

United Way of Suwannee Valley's capabilities for meeting its goals include an active and effective Board of Directors and committees including but not limited to the Executive Committee, Finance Committee, Community Impact Committee, Community Investment Committee, Marketing Committee, and a committed staff; and a broad range of community investors contributing through their time, talents and treasures. United Way of Suwannee Valley has a 50-plus year history of a community fundraising effort resulting in relationships with community corporate entities. The organization has also gained expertise in grant procurement and management as well as in the delivery of direct services for case management and financial assistance and in volunteer recruitment and engagement. An additional capability for achieving goals is the ability to access expertise from fellow local United Ways and United Way Worldwide.

United Way of Suwannee Valley (UWSV) has made significant progress in effectively serving as the lead agency for the homeless coalition, coordinated entry system, and Homeless Management Information System (HMIS). United Way of Suwannee Valley has been effective in achieving a sufficient score on the annual HUD CoC Program collaborative application to provide for permanent supportive housing projects for chronically homeless including veterans, HMIS, Coordinated Entry, and rapid rehousing. Additionally, United Way applies for and secures funds through the State of Florida Office on Homelessness. As the coalition continues to address the goals of Opening Doors: The Federal Strategic Plan to Prevent and End Homelessness, efforts continue to improve on the coalition's coordinated entry system and case management practices. Coordination of veteran homeless services is provided for through coordinated entry and through a Homeless Veterans Committee. Street outreach with a goal of identifying and providing case management towards housing stability for those with a mental health issue is provided through PATH funding. Relative to the goal to utilize available resources to positively impact educational attainment, the UWSV ReadingPals initiative is in its fifth school year with three of the UWSV service area counties participating. Relative to the goal to support the safety net of services afforded through United Way of Suwannee Valley affiliated agencies, an annual community fundraising campaign is accomplished each year; however, those components which are goals for future accomplishment include the continual development of a broader base of support, stronger base of support, and increased donor engagement, notably through utilization of social media and volunteer engagement opportunities. Relative to the goal to support the community in addressing unmet human service needs, UWSV prior accomplishments include securing grant funds in 2004 to initiate a food bank which was transitioned to Catholic Charities, initiating a local community foundation as a component fund of a larger foundation to provide a vehicle for planned giving, initiating and maintaining the homeless coalition, Homeless Management Information System, coordinated entry system, and direct financial and case management services while continuing community support via volunteerism and resources to address human needs. Additional projects addressing unmet human service needs are vetted by the Community Impact Committee as resources are identified to address needs.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

United Way of Suwannee Valley, Inc.
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

17.00

Average of 19.31 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

6.5

Average of 6.2 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

34%

Average of 24% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

United Way of Suwannee Valley, Inc.

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

United Way of Suwannee Valley, Inc.

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

United Way of Suwannee Valley, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of United Way of Suwannee Valley, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation -$6,810 $66,076 $90,808 $93,197 -$17,368
As % of expenses -0.5% 4.8% 2.8% 2.9% -1.0%
Unrestricted surplus (deficit) after depreciation -$23,982 $49,871 $74,070 $72,525 -$41,476
As % of expenses -1.8% 3.5% 2.3% 2.2% -2.3%
Revenue composition info
Total revenue (unrestricted & restricted) $1,342,972 $1,445,772 $3,354,611 $3,329,356 $1,798,679
Total revenue, % change over prior year -10.5% 7.7% 132.0% -0.8% -46.0%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.2% 0.2% 0.1% 0.0% 0.4%
Government grants 66.5% 58.5% 84.5% 73.8% 74.5%
All other grants and contributions 32.4% 36.9% 12.6% 25.4% 20.9%
Other revenue 1.0% 4.3% 2.8% 0.8% 4.2%
Expense composition info
Total expenses before depreciation $1,349,782 $1,390,710 $3,260,203 $3,228,875 $1,742,781
Total expenses, % change over prior year -5.6% 3.0% 134.4% -1.0% -46.0%
Personnel 35.2% 39.3% 17.4% 17.6% 28.1%
Professional fees 0.4% 1.0% 0.6% 1.0% 2.3%
Occupancy 0.9% 1.3% 0.6% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 19.6% 20.6% 67.4% 76.0% 62.5%
All other expenses 43.9% 37.8% 14.2% 5.3% 7.1%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $1,366,954 $1,406,915 $3,276,941 $3,249,547 $1,766,889
One month of savings $112,482 $115,893 $271,684 $269,073 $145,232
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $28,823 $0
Total full costs (estimated) $1,479,436 $1,522,808 $3,548,625 $3,547,443 $1,912,121

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 6.0 7.0 2.8 2.3 6.5
Months of cash and investments 6.0 7.0 2.8 2.3 6.5
Months of estimated liquid unrestricted net assets 8.1 7.2 3.4 3.7 6.7
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $673,007 $811,342 $752,822 $618,182 $938,542
Investments $0 $0 $0 $0 $0
Receivables $272,183 $256,160 $294,684 $512,165 $286,420
Gross land, buildings, equipment (LBE) $520,454 $530,777 $536,379 $565,201 $534,337
Accumulated depreciation (as a % of LBE) 16.9% 19.6% 22.5% 25.0% 25.2%
Liabilities (as a % of assets) 3.2% 8.0% 0.8% 2.1% 3.4%
Unrestricted net assets $0 $1,262,803 $1,336,873 $1,409,398 $1,367,922
Temporarily restricted net assets $0 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $0 $117,371 $120,970 $128,254 $201,520
Total net assets $1,341,317 $1,380,174 $1,457,843 $1,537,652 $1,569,442

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Jennifer Anchors

Jennifer Anchors assumed the position of executive director of United Way of Suwannee Valley in October 2018. Prior to her tenure with United Way, Anchors served as executive director of Children's Home Society of Florida (Mid Florida Division) from 2003 to 2018 and as program operations manager/acting executive director at Boys Town, Oviedo, FL from 1998 to 2003. She earned her Bachelor of Arts in criminal Justice and sociology from Mercyhurst College, Erie, PA, and her Master of Social Work from Barry University School of Social Work, Miami, FL.

Number of employees

Source: IRS Form 990

United Way of Suwannee Valley, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

United Way of Suwannee Valley, Inc.

Board of directors
as of 03/22/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Mrs. Kecia Robinson

Suwannee County Public Schools

Term: 2022 - 2021


Board co-chair

Mr. Charlie Cowen

Odom, Moses & Company, LLP, CPA's

Term: 2022 - 2023

Charlie Cowen

Odom, Moses & Co.

Caleb Perla

Harvest CPA

Don Fenneman

Nutrien

Kecia Robinson

Suwannee County Schools

Barbara Doonan

First Federal Bank

Dave Cobb

Retired, FPL

Renee Cobb

Retired

Noah Walker

Lake City Medical Center

Thomas W. Brown

Retired Attorney

Rex Mitchell

Hamilton County Schools

Philip Mobley

Northside Church of Christ

Shayne Morgan

Columbia County Emergency Management

Todd Widergren

Columbia County Schools

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 1/7/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Decline to state
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data