Nonprofit · EIN 59-6011150
UNITED WAY OF THE BIG BEND INC
Tax-exempt · TALLAHASSEE, FL 32303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,427,283 | $3,536,960 | -$109,677 | $3,446,458 | $1,475,051 | $1,971,407 |
| June 30, 2024 | 990 | $3,713,850 | $3,542,505 | $171,345 | $3,477,606 | $1,492,796 | $1,984,810 |
| June 30, 2023 | 990 | $3,365,378 | $3,128,623 | $236,755 | $3,484,922 | $1,754,084 | $1,730,838 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,207,168
- of which government grants
- $595,166
- Program service revenue
- $0
- Investment income
- $70,003
- Net rental income
- $15,300
- Net gain from sales of assets
- $17,146
- Net income from fundraising events
- $134,458
- Other revenue
- $150,112
Expenses
- Grants and similar amounts paid
- $1,902,305
- Compensation of officers, directors and key employees
- $276,278
- Other salaries and wages
- $342,709
- Salaries, compensation and benefits (total)
- $737,642
- Professional fundraising fees
- $0
- Accounting fees
- $30,053
- Occupancy
- $40,888
- Travel
- $271
- Depreciation
- $18,866
- Program services (functional)
- $3,033,010
- Management and general (functional)
- $344,253
- Fundraising (functional)
- $159,697
Balance sheet and other
- Total assets, start of year
- $3,477,606
- Total assets, end of year
- $3,446,458
- Total liabilities, end of year
- $1,475,051
- Net assets, end of year
- $1,971,407
- Land, buildings and equipment
- $553,352
- Publicly traded securities
- $1,319,310
- Net assets without donor restrictions
- $1,296,645
- Net assets with donor restrictions
- $674,762
- Gross receipts
- $3,697,000
- Employees
- 86
- Volunteers
- 460
- Year formed
- 1943
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BERNEICE COX | PRESIDENT/CEO Officer | 40 | $142,245 | $12,613 |
| CLAY TULLOS | VP-FINANCE & OPERATIONS Officer | 40 | $92,671 | $7,444 |
| RHETT BAGWELL | CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| ANGIE SIPPLE | CHAIR OF THE BOARD THRU 07/24 Trustee or director, Officer | 0.5 | $0 | $0 |
| BETH CORUM | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| ERIK DAVIS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 3.5 | $0 | $0 |
| DANIEL VERMETTE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ANDREW GAY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LISA GARCIA | COMMUNITY IMPACT COMMITTEE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JOHN HARRIS | PHILANTHROPY COMMITTEE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| SALLY BRADSHAW | AT-LARGE THRU 09/24 Trustee or director | 0.5 | $0 | $0 |
| CHRIS MILLS | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| TENA PATE | AT-LARGE EXEC COMMITTEE MEMBER Trustee or director | 0.5 | $0 | $0 |
| JIMMY COLE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| MARK O'BRYANT | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE DERZYPOLSKI | AT-LARGE EXEC COMMITTEE MEMBER Trustee or director | 0.5 | $0 |
| SUE DICK | AT-LARGE Trustee or director | 0.5 | $0 |
| DARRICK MCGHEE | AT-LARGE Trustee or director | 0.5 | $0 |
| MICHELLE MITCHAM | AT-LARGE Trustee or director | 0.5 | $0 |
| LARRY ROBINSON | AT-LARGE Trustee or director | 0.5 | $0 |
| JEANNIE GARNER | AT-LARGE Trustee or director | 0.5 | $0 |
| REESE GOAD | AT-LARGE Trustee or director | 0.5 | $0 |
| ROCKY HANNA | AT-LARGE Trustee or director | 0.5 | $0 |
| LYNN HATTER | AT-LARGE Trustee or director | 0.5 | $0 |
| LYNN JONES | AT-LARGE Trustee or director | 0.5 | $0 |
| JIM MURDAUGH | AT-LARGE Trustee or director | 0.5 | $0 |
| VINCE LONG | AT-LARGE Trustee or director | 0.5 | $0 |
| CHRIS MOSLEY | AT-LARGE Trustee or director | 0.5 | $0 |
| KIMBERLY PRICE | AT-LARGE Trustee or director | 0.5 | $0 |
| JARED MILLER | AT-LARGE Trustee or director | 0.5 | $0 |
| WAYNE MAYO | AT-LARGE Trustee or director | 0.5 | $0 |
| SHAWN ROBERTS | AT-LARGE Trustee or director | 0.5 | $0 |
| ROBIN VERNON | AT-LARGE Trustee or director | 0.5 | $0 |
| CHARLIE WARD | AT-LARGE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BERNEICE COX | PRESIDENT/CEO Officer | 40 | $152,414 | $11,542 |
| CLAY TULLOS | VP-FINANCE & OPERATIONS Officer | 40 | $84,922 | $561 |
| RHETT BAGWELL | CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| ANGIE SIPPLE | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| ERIK DAVIS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 3.5 | $0 | $0 |
| SALLY BRADSHAW | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRIS MILLS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TENA PATE | COMMUNITY IMPACT CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JULIE MONTANARO | RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JIMMY COLE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LISA GARCIA | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| MARK O'BRYANT | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| BETH CORUM | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| STEPHANIE DERZYPOLSKI | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| SUE DICK | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| DARRICK MCGHEE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| MICHELLE MITCHAM | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LARRY ROBINSON | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| WENDY WALKER | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| JEANNIE GARNER | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| REESE GOAD | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| ROCKY HANNA | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LYNN HATTER | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LYNN JONES | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| JIM MURDAUGH | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| ANDREW GAY | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| JOHN HARRIS | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| DAVID HARVEY | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| VINCE LONG | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| CHRIS MOSLEY | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| KIMBERLY PRICE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| DANIEL VERMETTE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BERNEICE COX | PRESIDENT/CEO Officer | 40 | $141,972 | $11,144 |
| IRVIN CHIKOTI | FORMER VP-FINANCE & OPERATIONS Officer | 40 | $73,957 | $5,981 |
| RHETT BAGWELL | CHAIR OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| ANGIE SIPPLE | CHAIR-ELECT Trustee or director, Officer | 0.5 | $0 | $0 |
| ERIK DAVIS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 3.5 | $0 | $0 |
| SALLY BRADSHAW | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRIS MILLS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TENA PATE | COMMUNITY IMPACT CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JULIE MONTANARO | RESOURCE DEVELOPMENT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARK O'BRYANT | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| BETH CORUM | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| STEPHANIE DERZYPOLSKI | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| SUE DICK | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| DARRICK MCGHEE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| MICHELLE MITCHAM | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LARRY ROBINSON | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| WENDY WALKER | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| JIMMY COLE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LISA GARCIA | AT-LARGE Trustee or director | 1 | $0 | $0 |
| JEANNIE GARNER | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| REESE GOAD | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| ROCKY HANNA | AT-LARGE Trustee or director | 1 | $0 | $0 |
| LYNN HATTER | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| LYNN JONES | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| JIM MURDAUGH | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| JOHN HARRIS | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| DAVID HARVEY | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| VINCE LONG | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| CHRIS MOSLEY | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
| DANIEL VERMETTE | AT-LARGE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 307 E 7TH AVE, TALLAHASSEE, FL 32303-5520
- In care of
- % IRVIN CHIKOTI
- Principal officer (990 for 2024)
- BERNEICE COX, 307 EAST SEVENTH AVENUE, TALLAHASSEE, FL 323035520
- Signed the 990
- BERNEICE COX, PRESIDENT/CEO
- Phone
- (850) 414-0844
- Website
- WWW.UWBB.ORG
- Return prepared by
- THOMAS HOWELL FERGUSON PA
Mission
TO RAISE AWARENESS, MOBILIZE RESOURCES AND FIND COLLABORATIVE, TARGETED SOLUTIONS FOR OUR COMMUNITY'S MOST VITAL CONCERNS.
Program accomplishments
- FUNDS FOR THE AGENCY'S PROGRAMS COME FROM THE CONTRIBUTIONS OF UNITED WAY OF THE BIG BEND (UWBB) SUPPORTERS THROUGH THE ANNUAL FUNDRAISING CAMPAIGN. THE COMMUNITY CAMPAIGN SOLICITS MONETARY SUPPORT FROM THE CORRESPONDING CONSTITUENTS. UWBB SUPPORTED 77 PROGRAMS ACROSS THE BIG BEND AREA LAST YEAR. THE ALLOCATION OF FUNDS IS BASED ON THE DECISION OF THE COMMUNITY INVESTMENT REVIEW TEAMS COMPRISED OF EXPERTS IN FINANCE, PROGRAMS RELATED TO OUR IMPACT AREAS AS WELL AS COMMUNITY VOLUNTEERS KNOWLEDGEABLE ABOUT THEIR COMMUNITIES' NEEDS. PANELS OF VOLUNTEERS AND EXPERTS REVIEW EACH AGENCY'S FINANCES AND PROGRAMS AND OPERATING CAPACITY TO DELIVER PROPOSED SERVICES. AFTER THOROUGH ANALYSIS OF THE REVIEW DATA, THE COMMUNITY INVESTMENT TEAM RECOMMENDS HOW FUNDS ARE ALLOCATED TO EACH AGENCY'S PROGRAM.Expenses $1,724,046 · grants $1,724,046 · revenue $1,724,046
- 21 CCLCTHIS PROGRAM SUPPORTS COMMUNITY LEARNING CENTERS THAT PROVIDE ACADEMIC ENRICHMENT OPPORTUNITIES DURING NON-SCHOOL HOURS FOR CHILDREN, PARTICULARLY STUDENTS WHO ATTEND HIGH-POVERTY AND LOW-PERFORMING SCHOOLS. THE PROGRAM HELPS STUDENTS MEET STATE AND LOCAL STUDENT STANDARDS IN CORE ACADEMIC SUBJECTS, SUCH AS READING AND MATH; OFFERS STUDENTS A BROAD ARRAY OF ENRICHMENT ACTIVITIES THAT CAN COMPLEMENT THEIR REGULAR ACADEMIC PROGRAMS; AND OFFERS LITERACY AND OTHER EDUCATIONAL SERVICES TO THE FAMILIES OF PARTICIPATING CHILDREN.Expenses $532,966
- UNITED WAY OF THE BIG BEND IS HELPING TO SUPPORT IMPROVED READING AND LITERACY RATES FOR 3RD GRADERS THROUGH OUR READINGPALS PROGRAM. READINGPALS IS A STATEWIDE EARLY LITERACY INITIATIVE MANAGED BY THE CHILDREN'S MOVEMENT AND ADMINISTERED THROUGH UNITED WAYS AND COMMUNITY PARTNERS THROUGHOUT FLORIDA. EACH PROGRAM RECRUITS, TRAINS, AND SUPPORTS VOLUNTEER MENTORS FOR STUDENTS IN PREK THIRD GRADE WHO NEED EXTRA READING SUPPORT. THE SESSIONS ARE SET UP AS GUIDED ONE-TO-ONE SHARED READING SESSIONS. THIS PROGRAM HAS BEEN IN PLACE FOR TWELVE YEARS IN LEON COUNTY.Expenses $69,714 · grants $17,805
- ALLOCATED TO EACH AGENCY'S PROGRAMExpenses $706,284 · grants $160,454
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-6011150
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $3,446,458
- Income (IRS master file)
- $3,697,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,427,283 | $3,536,960 | $3,446,458 | IRS |
| 990 | June 2024 | $3,713,850 | $3,542,505 | $3,477,606 | IRS |
| 990 | June 2023 | $3,365,378 | $3,128,623 | $3,484,922 | XML |
| 990 | June 2022 | $3,005,725 | $3,064,317 | $3,310,893 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-6011150).
Questions about UNITED WAY OF THE BIG BEND INC
- What is the EIN of UNITED WAY OF THE BIG BEND INC?
- The employer identification number (EIN) of UNITED WAY OF THE BIG BEND INC is 59-6011150.
- Is UNITED WAY OF THE BIG BEND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to UNITED WAY OF THE BIG BEND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE BIG BEND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF THE BIG BEND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF THE BIG BEND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF THE BIG BEND INC?
- The 990 for the year ended June 30, 2025 names BERNEICE COX.
- Who are the officers and directors of UNITED WAY OF THE BIG BEND INC?
- The 990 for the year ended June 30, 2025 lists 34 people; 2 received compensation from the organization, the highest $142,245 (BERNEICE COX, PRESIDENT/CEO).
- How much revenue does UNITED WAY OF THE BIG BEND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,427,283, expenses of $3,536,960 and total assets of $3,446,458 at year end.
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