UNITED WAY OF MARION CO INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARION CO INC (EIN 59-0946642)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2024-01-30
- IRS object ID
- 202400309349301515
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-30T15:30:34-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830949245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2 ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NE 1ST AVE | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344706655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590946642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARION COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3527329696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE 2ND STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HAIGHT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3527329696 | PhoneNum |
| Signature | 2024-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HAIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00129005 | PTIN |
| Phone | 3523558333 | PhoneNum |
| Preparation | 2024-01-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT HAIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE SECOND STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,249,109 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWMC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 1051 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,597,418 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,862,955 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $528,919 | PYInvestmentIncomeAmt |
| CY Investment Income | $310,029 | CYInvestmentIncomeAmt |
| PY Other Revenue | $161,842 | PYOtherRevenueAmt |
| CY Other Revenue | $76,125 | CYOtherRevenueAmt |
| PY Total Revenue | $6,288,179 | PYTotalRevenueAmt |
| CY Total Revenue | $16,249,109 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,606,329 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,400,353 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $881,244 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $718,342 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $219,623 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $790,990 | PYOtherExpensesAmt |
| CY Other Expenses | $1,795,193 | CYOtherExpensesAmt |
| PY Total Expenses | $6,278,563 | PYTotalExpensesAmt |
| CY Total Expenses | $16,913,888 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,616 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$664,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,813,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,846,839 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $396,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,103 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,416,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,751,736 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,413,904 | ExpenseAmt |
| Grant | $14,400,353 | GrantAmt |
| Desc | UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUES TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 227 COLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $618,300 | ExpenseAmt |
| Desc | UNITED WAY OF MARION COUNTY IS AN ACTIVE COMMUNITY LEADER WHO COLLABORATES WITH LOCAL NON-PROFIT ORGANIZATIONS, LOCAL GOVERNMENT, CORPORATIONS, FOUNDATIONS, AND PHILANTHROPISTS ADDRESSING PRESSING NEEDS IN OUR COMMUNITY. THESE COSTS ASSOCIATED WITH THIS FUNCTION INCLUDE COMMUNITY PLANNING, COLLABORATIONS SUPPORTING EDUCATION, FINANCIAL STABILITY, HEALTH, PROGRAM ADMINISTRATION, FINANCE, ADMINISTRATION, AND MARKETING. EXPENSES RELATED TO THIS FUNCTION ARE NOT DIRECTLY ASSOCIATED WITH FUNDRAISING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,032,204 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HAIGHT | PersonNm |
| Phone | 3527329696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE SECOND STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SHANE ALEXANDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA ALLCOTT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS ALTOBELLO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY BOURNE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES HENNINGSEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JARED JACK KONSTANTY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK LANDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICH LARKIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES MCINTOSH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA PATTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINA PIEDRAHITA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK TROUT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR DAVID WILLIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM WOODS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUSTY BRANSON | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ERIN BUSS | ||||||
| VC ADMINISTR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LAUREN DEBRICK | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT HAIGHT | ||||||
| PRESIDENT & | 45.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN SHEILLEY | ||||||
| STRATEGIC PL | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARK VIANELLO | ||||||
| ANNUAL FUNDR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $14,306,356 | GovernmentGrantsAmt |
| All Other Contributions | $1,556,599 | AllOtherContributionsAmt |
| Total Contributions | $15,862,955 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,343 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $75,686 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY SERVICE REVENUE | Desc |
| Total Revenue Column | $76,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,125 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $76,125 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,249,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $310,468 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $75,686 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,400,353 | TotalAmt |
| Program Services | $14,400,353 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,392 | TotalAmt |
| Program Services | $233,748 | ProgramServicesAmt |
| Management And General | $315,503 | ManagementAndGeneralAmt |
| Fundraising | $112,141 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,081 | TotalAmt |
| Program Services | $3,815 | ProgramServicesAmt |
| Management And General | $3,624 | ManagementAndGeneralAmt |
| Fundraising | $1,642 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,869 | TotalAmt |
| Program Services | $16,918 | ProgramServicesAmt |
| Management And General | $22,835 | ManagementAndGeneralAmt |
| Fundraising | $8,116 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,150 | TotalAmt |
| Management And General | $48,150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,381 | TotalAmt |
| Program Services | $24,973 | ProgramServicesAmt |
| Management And General | $62,093 | ManagementAndGeneralAmt |
| Fundraising | $2,315 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,553 | TotalAmt |
| Program Services | $14,996 | ProgramServicesAmt |
| Management And General | $42,221 | ManagementAndGeneralAmt |
| Fundraising | $15,336 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,179 | TotalAmt |
| Program Services | $8,467 | ProgramServicesAmt |
| Management And General | $17,067 | ManagementAndGeneralAmt |
| Fundraising | $6,645 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,964 | TotalAmt |
| Program Services | $373 | ProgramServicesAmt |
| Management And General | $5,926 | ManagementAndGeneralAmt |
| Fundraising | $665 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,701 | TotalAmt |
| Program Services | $7,939 | ProgramServicesAmt |
| Management And General | $19,338 | ManagementAndGeneralAmt |
| Fundraising | $10,424 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,551 | TotalAmt |
| Program Services | $13,551 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,221 | TotalAmt |
| Program Services | $23,404 | ProgramServicesAmt |
| Management And General | $31,589 | ManagementAndGeneralAmt |
| Fundraising | $11,228 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE | $675,029 | $58,605 | $565,313 | $51,111 |
| REALIZED/UNREALIZED G/L | $524,167 | $524,167 | ||
| ALLOCATION OTHER | $128,837 | $128,837 | ||
| DIRECT SERVICES | $96,166 | $96,166 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,294 | TotalAmt |
| Program Services | $59 | ProgramServicesAmt |
| Management And General | $4,235 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,913,888 | TotalAmt |
| Program Services | $15,032,204 | ProgramServicesAmt |
| Management And General | $1,662,061 | ManagementAndGeneralAmt |
| Fundraising | $219,623 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $823,127 | BOYAmt |
| EOY | $461,241 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,483 | BOYAmt |
| EOY | $814,483 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,863 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,939 | BOYAmt |
| EOY | $36,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $673,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $403,520 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,264 | BOYAmt |
| EOY | $269,712 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,630,585 | BOYAmt |
| EOY | $3,073,469 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,844 | BOYAmt |
| EOY | $191,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,105 | BOYAmt |
| EOY | $4,846,839 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,961 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,134 | BOYAmt |
| EOY | $52,145 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,494 | BOYAmt |
| EOY | $42,958 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,589 | BOYAmt |
| EOY | $95,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,416,516 | BOYAmt |
| EOY | $4,751,736 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,416,516 | BOYAmt |
| EOY | $4,751,736 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,105 | BOYAmt |
| EOY | $4,846,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$664,779 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,554,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,929,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,593,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,597,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,862,955 | CurrentTaxYearAmt |
| Total | $27,538,451 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,554,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,929,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,593,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,597,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,862,955 | CurrentTaxYearAmt |
| Total | $27,538,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $27,538,451 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,686 | CurrentTaxYearAmt |
| Total | $431,984 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,059 | CurrentTaxYearMinus1YearAmt |
| Total | $446,788 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,417,223 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $643,822 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 446,788 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,630,585 | BeginningYearBalanceAmt |
| Contributions | $936,665 | ContributionsAmt |
| Investment Earnings Or Losses | $379,549 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,073,469 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,125,614 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $519,860 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,293 | AdministrativeExpensesAmt |
| End Year Balance | $3,630,585 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,223,815 | BeginningYearBalanceAmt |
| Contributions | $7,406 | ContributionsAmt |
| Investment Earnings Or Losses | $45,713 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $132,936 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,384 | AdministrativeExpensesAmt |
| End Year Balance | $3,125,614 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,123,876 | BeginningYearBalanceAmt |
| Contributions | $5,287 | ContributionsAmt |
| Investment Earnings Or Losses | $290,725 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $172,252 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,821 | AdministrativeExpensesAmt |
| End Year Balance | $3,223,815 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,203,078 | BeginningYearBalanceAmt |
| Contributions | $6,197 | ContributionsAmt |
| Investment Earnings Or Losses | $114,783 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $175,943 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,239 | AdministrativeExpensesAmt |
| End Year Balance | $3,123,876 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,000 | OtherCostOrOtherBasisAmt |
| Book Value | $68,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $477,861 | OtherCostOrOtherBasisAmt |
| Depreciation | $293,702 | DepreciationAmt |
| Book Value | $184,159 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $127,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,818 | DepreciationAmt |
| Book Value | $17,553 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $269,712 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR CHOICE CONTRIBUTION PAYABLE | Desc |
| Amt | $42,958 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,958 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,249,109 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $16,249,109 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $16,249,109 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,913,889 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,913,888 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $16,913,888 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 2D | FormAndLineReferenceDesc |
| Explanation | BOOK / TAX DEPRECIATION DIFFERENCE 1 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ARNETTE HOUSE | |||||||||
| ARNETTE HOUSE | 2310 NE 24TH STREET | 2310 NE 24TH STREET | OCALA | FL | 34470 | 592119445 | 3 | $98,326 | FAMILY COUNSELING |
| BLESSED TRINITY CATHOLIC CHURCH | |||||||||
| BLESSED TRINITY CATHOLIC CHURCH | 5 SE 7TH STREET | 5 SE 7TH STREET | OCALA | FL | 34471 | 596046933 | 3 | $33,183 | INVEST OCALA |
| BOYS & GIRLS CLUB OF MARION COUNTY | |||||||||
| BOYS & GIRLS CLUB OF MARION COUNTY | 800 SW 12TH STREET | 800 SW 12TH STREET | OCALA | FL | 34471 | 591172127 | 3 | $49,257 | GENERAL SUPPORT |
| CHILDREN'S HOME SOCIETY | |||||||||
| CHILDREN'S HOME SOCIETY | 5950 NW 1ST PLACE SUITE A | 5950 NW 1ST PLACE SUITE A | GAINESVILLE | FL | 32607 | 590192430 | 3 | $10,000 | HEALTHY FAMILIES |
| COMMUNITY OF GRATITUDE | |||||||||
| COMMUNITY OF GRATITUDE | PO BOX 2021 | PO BOX 2021 | OCKLAWAHA | FL | 32183 | 300025921 | 3 | $16,000 | FOOD & GENERAL SUPP. |
| CREATIVE SERVICES | |||||||||
| CREATIVE SERVICES | PO BOX 2193 | PO BOX 2193 | OCALA | FL | 34478 | 591876422 | 3 | $95,000 | SHELTER |
| EARLY LEARNING COALITION OF MARION | |||||||||
| EARLY LEARNING COALITION OF MARION | 3304 SE LAKE WEIR AVENUE | 3304 SE LAKE WEIR AVENUE | OCALA | FL | 34471 | 593627759 | 3 | $99,804 | SUCCESS BY 6 |
| EPISCOPAL CHILDREN'S SERVICES | |||||||||
| EPISCOPAL CHILDREN'S SERVICES | 8443 BAYMEADOW ROAD | 8443 BAYMEADOW ROAD | JACKSONVILLE | FL | 32256 | 591146765 | 3 | $50,000 | HEAD START PROGRAM |
| FLORIDA CENTER FOR THE BLIND | |||||||||
| FLORIDA CENTER FOR THE BLIND | 1411 NE 22ND AVENUE | 1411 NE 22ND AVENUE | OCALA | FL | 34479 | 592953392 | 3 | $13,000 | VISION SCREENING |
| HABITAT FOR HUMANITY | |||||||||
| HABITAT FOR HUMANITY | PO BOX 5578 | PO BOX 5578 | OCALA | FL | 34478 | 592992077 | 3 | $15,000 | PREVENT FORECLOSURE |
| HEART OF FLORIDA HEALTH CENTER | |||||||||
| HEART OF FLORIDA HEALTH CENTER | 1025 SW 1ST AVENUE | 1025 SW 1ST AVENUE | OCALA | FL | 34471 | 590808854 | 3 | $45,000 | DENTAL SALARY & SUPP |
| HIS COMPASSION FOOD BANK | |||||||||
| HIS COMPASSION FOOD BANK | 2800 NE 78TH STREET | 2800 NE 78TH STREET | OCALA | FL | 34479 | 472334771 | 3 | $20,000 | INVEST OCALA |
| KIMBERLY'S CENTER FOR CHILD PROTECT | |||||||||
| KIMBERLY'S CENTER FOR CHILD PROTECT | 2800 NE 14TH STREET | 2800 NE 14TH STREET | OCALA | FL | 34470 | 593575631 | 3 | $74,000 | GENERAL SUPPORT |
| MARION COUNTY LITERACY COUNCIL | |||||||||
| MARION COUNTY LITERACY COUNCIL | 110 E SILVER SPRINGS BLVD | 110 E SILVER SPRINGS BLVD | OCALA | FL | 34476 | 600000676 | 3 | $27,500 | GENERAL SUPPORT |
| MARION SENIOR SERVICES | |||||||||
| MARION SENIOR SERVICES | 1644 NE 22ND AVENUE | 1 | OCALA | FL | 34470 | 237362750 | 3 | $80,000 | GENERAL SUPPORT |
| SHEPHERD'S LIGHTHOUSE | |||||||||
| SHEPHERD'S LIGHTHOUSE | 5930 SE ROBINSON ROAD | 5930 SE ROBINSON ROAD | BELLEVIEW | FL | 34420 | 481288332 | 3 | $25,000 | SHELTER |
| THE PEARL PROJECT | |||||||||
| THE PEARL PROJECT | 625 NE 12TH AVENUE | 625 NE 12TH AVENUE | OCALA | FL | 34470 | 824494844 | 3 | $10,000 | INVEST OCALA |
| THE SALVATION ARMY | |||||||||
| THE SALVATION ARMY | 320 NW 1ST AVENUE | 320 NW 1ST AVENUE | OCALA | FL | 34478 | 580660607 | 3 | $100,000 | FOOD, UTIL., SALARY |
| UNITED HANDS INC | |||||||||
| UNITED HANDS INC | 1740 18TH STREET SUITE 901 | 1740 18TH STREET SUITE 901 | OCALA | FL | 34471 | 591930334 | 3 | $15,000 | PROGRAM SUPPORT |
| THE CENTERS INC | |||||||||
| THE CENTERS INC | 5664 SW 60TH AVENUE | 5664 SW 60TH AVENUE | OCALA | FL | 34474 | 510177273 | 3 | $25,000 | MENTAL HEALTH SERVIC |
| COVID EMERGENCY RENTAL ASSISTANCE | |||||||||
| COVID EMERGENCY RENTAL ASSISTANCE | GOV | $6,315,208 | RENTAL ASSISTANCE | ||||||
| CORONA VIRUS RELIEF | |||||||||
| CORONA VIRUS RELIEF | GOV | $7,179,575 | COVID RELIEF | ||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | STAFF AND VOLUNTEERS MEET FREQUENTLY AND REVIEW QUARTERLY AND ANNUAL FINANCIAL STATEMENTS. ANY FAILURE TO REPORT OR QUESTIONABLE REPORTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE BOARD WHICH BOTH MEET ON A BI-MONTHLY BASIS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. |
| FORM 990, PAGE 2, PART III, LINE 4A | UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUES TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 227 COLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE PRESIDENT AND CPA FIRM, THEN THE EXECUTIVE COMMITTEE AND FINALLY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THERE IS NOT A FORMAL PROCEDURE. THE BOARD & STAFF REVIEW AND SIGN OFF ON THE POLICY ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION PROCESS FOR TOP OFFICIAL OUR CEO IS GIVEN GOALS FOR THE YEAR AND AT THE END OF THE YEAR LISTS HIS/HER ACCOMPLISHMENTS. THE EXECUTIVE COMMITTEE COMPRISED OF BOARD MEMBERS REVIEWS THESE DOCUMENTS, IF NECESSARY, UPDATES THE SALARY RANGE WITH COMPARABLE SALARIES FOR THE REGION AND METRO SIZE, AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE SALARY INCREASE FALLS WITHIN THE RANGE THAT HAS BEEN APPROVED FOR THE UPCOMING BUDGET. ANY BONUS THAT IS EARNED IS RECOMMENDED BY THE PRESIDENT AND PASSES THRU THE SAME COMMITTEE APPROVAL AND MUST FALL WITHIN THE BUDGET GUIDELINES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PRESIDENT AND CPA FIRM REVIEWS THE SALARY RANGES AND SETS THE STANDARD SALARY INCREASE FOR THE YEAR. THIS FOLLOWS WITH APPROVAL BY THE EXECUTIVE COMMITTEE AND THE BOARD AS PART OF THE OPERATING BUDGET FOR THE YEAR. INDIVIDUALS DO SELF EVALUATIONS, THE CEO AND VICE PRESIDENTS DO EVALUATIONS, AND THE SALARY INCREASE IS DETERMINED BY THE CEO WITHIN THE RANGE ESTABLISHED AND ALLOWED BY THE BUDGET. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON OUR WEBSITE. |
| FORM 990, PART XI, LINE 9 | BOOK / TAX DEPRECIATION DIFFERENCE -1 |
| FORM 990, PAGE 12, PART XII, LINE 3B | THE ORGANIZATION HAD STAFF TURNOVER DURING THE PANDEMIC, AND WE HAVE AN ENGAGEMENT AGREEMENT WITH POWELL AND JONES CPA TO COMPLETE THE REQUIRED AUDIT. THE AUDIT HAS BEGUN. |
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