Nonprofit · EIN 59-6212157
UNITED WAY OF ST LUCIE & OKEECHOBEE INC
Tax-exempt · FORT PIERCE, FL 34982
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,878,405 | $1,759,728 | $118,677 | $3,603,771 | $575,312 | $3,028,459 |
| June 30, 2024 | 990 | $1,353,249 | $1,513,260 | -$160,011 | $3,572,269 | $662,487 | $2,909,782 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $968,258
- Program service revenue
- $0
- Investment income
- $212,699
- Net income from fundraising events
- $18,002
- Other revenue
- $697,448
Expenses
- Grants and similar amounts paid
- $507,696
- Other salaries and wages
- $638,484
- Salaries, compensation and benefits (total)
- $726,532
- Professional fundraising fees
- $0
- Occupancy
- $80,619
- Travel
- $11,651
- Depreciation
- $1,869
- Program services (functional)
- $1,573,366
- Management and general (functional)
- $39,293
- Fundraising (functional)
- $147,069
Balance sheet and other
- Total assets, start of year
- $3,572,269
- Total assets, end of year
- $3,603,771
- Total liabilities, end of year
- $575,312
- Net assets, end of year
- $3,028,459
- Land, buildings and equipment
- $3,417
- Publicly traded securities
- $2,671,926
- Net assets without donor restrictions
- $2,857,250
- Net assets with donor restrictions
- $171,209
- Gross receipts
- $1,905,961
- Employees
- 10
- Volunteers
- 67
- Year formed
- 1962
- 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 |
|---|---|---|---|
| THOMAS EPSKY | CEO/PRESIDENT Officer | 40 | $116,404 |
| ANEISHA GRAYDON | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| KIMBERLY CLARIZIO | TREASURER Trustee or director, Officer | 2 | $0 |
| APRIL KING | DIRECTOR Trustee or director | 1 | $0 |
| VANESSA FARNES | DIRECTOR Trustee or director | 1 | $0 |
| AUSTIN ALDERMAN | DIRECTOR Trustee or director | 1 | $0 |
| JEFF EMMELUTH | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN PERRY | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE MEAD | DIRECTOR Trustee or director | 1 | $0 |
| SHELLY THOMAS | PAST CHAIR Trustee or director, Officer | 2 | $0 |
| JOY HAWTHORNE | DIRECTOR Trustee or director | 1 | $0 |
| CAMILLE WALLACE ESQ | DIRECTOR Trustee or director | 1 | $0 |
| LORI MATICH | CHAIR Trustee or director, Officer | 3 | $0 |
| MARCOS VALLADERES | SECRETARY Trustee or director, Officer | 2 | $0 |
| TENNA WILES | DIRECTOR Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENELLE YOST | DIRECTOR Trustee or director | 1 | $0 |
| ESPERANZA MORALES | CHIEF FINANCIAL & OPERATING OFFICER Officer | 30 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS EPSKY | CEO/PRESIDENT Trustee or director | 40 | $93,962 |
| JESSICA PARRISH | PAST CEO/PRESIDENT Key employee | 40 | $38,507 |
| ANEISHA GRAYDON | DIRECTOR Trustee or director | 1 | $0 |
| RHONDA WIGGLESWORTH | DIRECTOR Trustee or director, Officer | 1 | $0 |
| BOB BYSSHE | DIRECTOR Trustee or director | 1 | $0 |
| RUSS BROWN | DIRECTOR Trustee or director | 1 | $0 |
| MINDY HOWES | TREASURER Trustee or director | 2 | $0 |
| APRIL KING | DIRECTOR Trustee or director | 1 | $0 |
| VANESSA FARNES | DIRECTOR Trustee or director | 1 | $0 |
| AUSTIN ALDERMAN | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JEFF EMMELUTH | PAST CHAIR Trustee or director, Officer | 2 | $0 |
| KEVIN PERRY | SECRETARY Trustee or director | 2 | $0 |
| JACK NASH | DIRECTOR Trustee or director | 1 | $0 |
| SHELLY THOMAS | CHAIR Trustee or director, Officer | 3 | $0 |
| ELIJAH WOOTEN JR | VICE CHAIR Trustee or director | 2 | $0 |
| JOY HAWTHORNE | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER LAFFERTY | DIRECTOR Trustee or director | 1 | $0 |
| LORI MATICH | DIRECTOR Trustee or director | 1 | $0 |
| MARCOS VALLADERES | DIRECTOR Trustee or director | 1 | $0 |
| TENNA WILES | DIRECTOR Trustee or director | 1 | $0 |
| GENELLE YOST | DIRECTOR Trustee or director | 1 | $0 |
| ESPERANZA MORALES | DIRECTOR OF FINANCE AND AD Officer | 30 | $0 |
Address and contacts
- Address (IRS master file)
- 4800 S US HIGHWAY 1, FORT PIERCE, FL 34982-7078
- Principal officer (990 for 2024)
- THOM EPSKY, 4800 SOUTH US HWY 1, FORT PIERCE, FL 34982
- Signed the 990
- THOM EPSKY, CEO/PRESIDENT
- Phone
- (772) 464-5300
- Website
- WWW.UWSLO.ORG
- Return prepared by
- BERGER TOOMBS ELAM GAINES & FRANK
Mission
TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. UNITED WAY OF ST LUCIE & OKEECHOBEE COLLABORATES WITH COMMUNITY PARTNERS AND ORGANIZATIONS TO WORK TOWARDS THE OVERALL WELL-BEING OF OUR COMMUNITY.
Program accomplishments
- EDUCATION IS THE CORNERSTONE OF INDIVIDUAL & COMMUNITY SUCCESS. THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 7 PROGRAMS THAT INCLUDE SUBSIDIES TO WORKING FAMILIES FOR QUALITY PRE-K EDUCATION, ONE-ON-ONE READING MENTORS, INTERVENTION AND PREVENTION PROGRAMS SPECIFICALLY FOR GIRLS, AND MUCH MORE.Expenses $680,699 · grants $82,919
- THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 10 PROGRAMS FOCUSED ON ASSISTING INDIVIDUALS AND FAMILIES TO ACHIEVE JOB READINESS, PROVIDE NUTRITIONAL MEALS, PROVIDE CLOTHING FOR SCHOOL AND EMPLOYMENT, AND PROVIDE FINANCIAL EDUCATION AND GOAL SETTING SKILLS.Expenses $410,527 · grants $410,527
- HEALTH IS THE PILLAR FOR THE OVERALL SUCCESS OF OUR COMMUNITY.THE UNITED WAY OF ST LUCIE & OKEECHOBEE SUPPORTS 13 PROGRAMS FOCUSED ON PROVIDING ACCESS TO FREE, QUALITY HEALTH CARE, ACCESS TO PRENATAL SERVICES, ACCESS TO DENTAL EXAMS AND DENTAL CARE FOR CHILDREN AND MUCH MORE.Expenses $482,140 · grants $14,250
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
- 59-6212157
- 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
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $3,603,771
- Income (IRS master file)
- $1,905,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,878,405 | $1,759,728 | $3,603,771 | XML |
| 990 | June 2024 | $1,353,249 | $1,513,260 | $3,572,269 | XML |
| 990 | June 2023 | $1,311,356 | $1,475,438 | $3,984,390 | 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 59-6212157).
Questions about UNITED WAY OF ST LUCIE & OKEECHOBEE INC
- What is the EIN of UNITED WAY OF ST LUCIE & OKEECHOBEE INC?
- The employer identification number (EIN) of UNITED WAY OF ST LUCIE & OKEECHOBEE INC is 59-6212157.
- Is UNITED WAY OF ST LUCIE & OKEECHOBEE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to UNITED WAY OF ST LUCIE & OKEECHOBEE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF ST LUCIE & OKEECHOBEE 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 ST LUCIE & OKEECHOBEE 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 ST LUCIE & OKEECHOBEE 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 ST LUCIE & OKEECHOBEE INC?
- The 990 for the year ended June 30, 2025 names THOM EPSKY.
- Who are the officers and directors of UNITED WAY OF ST LUCIE & OKEECHOBEE INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 1 received compensation from the organization, the highest $116,404 (THOMAS EPSKY, CEO/PRESIDENT).
- How much revenue does UNITED WAY OF ST LUCIE & OKEECHOBEE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,878,405, expenses of $1,759,728 and total assets of $3,603,771 at year end.
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