2024-01-30T15:30:34-05:00 2022-06-30 830949245 H2 ADVISORS 101 NE 1ST AVE OCALA FL 344706655 990 2021-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 ROBERT HAIGHT PRESIDENT & CEO 3527329696 2024-01-30 true ROBERT HAIGHT 999009999 DAVID M HOFFMAN CPA P00129005 3523558333 2024-01-26 2021 2023-04-26 12:10:37Z ROBERT HAIGHT 1401 NE SECOND STREET OCALA FL 34470 16249109 false X WWW.UWMC.ORG X 1961 FL 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. 23 23 30 1051 0 5597418 15862955 0 528919 310029 161842 76125 6288179 16249109 4606329 14400353 0 881244 718342 0 219623 790990 1795193 6278563 16913888 9616 -664779 5813105 4846839 396589 95103 5416516 4751736 X 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. false false 14413904 14400353 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. 618300 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. 15032204 true false false false false false false false false true true false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 1 0 30 true false false false false false false false false false false false false false false false false false X 23 23 false false false false false false false true true false false false true true true true true true true false X X ROBERT HAIGHT 3527329696 1401 NE SECOND STREET OCALA FL 34470 X SHANE ALEXANDER BOARD MEMBER 2.00 X 0 0 0 LINDA ALLCOTT BOARD MEMBER 2.00 X 0 0 0 CHRIS ALTOBELLO BOARD MEMBER 2.00 X 0 0 0 PEGGY BOURNE BOARD MEMBER 2.00 X 0 0 0 DR JAMES HENNINGSEN BOARD MEMBER 2.00 X X 0 0 0 JARED JACK KONSTANTY BOARD MEMBER 2.00 X 0 0 0 MARK LANDER BOARD MEMBER 2.00 X 0 0 0 RICH LARKIN BOARD MEMBER 2.00 X 0 0 0 CHARLES MCINTOSH BOARD MEMBER 2.00 X 0 0 0 LISA PATTON BOARD MEMBER 2.00 X 0 0 0 LINA PIEDRAHITA BOARD MEMBER 2.00 X 0 0 0 CHUCK TROUT BOARD MEMBER 2.00 X 0 0 0 DR DAVID WILLIS BOARD MEMBER 2.00 X 0 0 0 ADAM WOODS BOARD MEMBER 2.00 X 0 0 0 RUSTY BRANSON TREASURER 2.00 X 0 0 0 ERIN BUSS VC ADMINISTR 2.00 X 0 0 0 LAUREN DEBRICK SECRETARY 2.00 X 0 0 0 ROBERT HAIGHT PRESIDENT & 45.00 X 0 0 0 KEVIN SHEILLEY STRATEGIC PL 2.00 X 0 0 0 MARK VIANELLO ANNUAL FUNDR 2.00 X 0 0 0 false false false 14306356 1556599 15862955 310029 234343 75686 COMMUNITY SERVICE REVENUE 76125 76125 76125 16249109 310468 75686 14400353 14400353 661392 233748 315503 112141 9081 3815 3624 1642 47869 16918 22835 8116 48150 48150 89381 24973 62093 2315 72553 14996 42221 15336 32179 8467 17067 6645 6964 373 5926 665 37701 7939 19338 10424 13551 13551 66221 23404 31589 11228 EQUIPMENT MAINTENANCE 675029 58605 565313 51111 REALIZED/UNREALIZED G/L 524167 524167 ALLOCATION OTHER 128837 128837 DIRECT SERVICES 96166 96166 4294 59 4235 16913888 15032204 1662061 219623 200 823127 461241 956483 814483 60863 32939 36479 673232 403520 283264 269712 3630585 3073469 25844 191255 5813105 4846839 309961 4134 52145 82494 42958 396589 95103 X 5416516 4751736 5416516 4751736 5813105 4846839 X -664779 -1 X X false false true false X 2554967 1929576 1593535 5597418 15862955 27538451 2554967 1929576 1593535 5597418 15862955 27538451 27538451 96956 101496 102948 54898 75686 431984 88582 76207 240940 41059 446788 28417223 643822 0.96910 0.93670 X PART II, LINE 10 446,788 3630585 936665 379549 3073469 3125614 519860 13293 3630585 3223815 7406 45713 132936 18384 3125614 3123876 5287 290725 172252 23821 3223815 3203078 6197 114783 175943 24239 3123876 false false 68000 68000 477861 293702 184159 127371 109818 17553 269712 DONOR CHOICE CONTRIBUTION PAYABLE 42958 42958 16249109 16249109 16249109 16913889 1 1 16913888 16913888 SCHEDULE D, PAGE 4, PART XII, LINE 2D BOOK / TAX DEPRECIATION DIFFERENCE 1 true ARNETTE HOUSE ARNETTE HOUSE 2310 NE 24TH STREET 2310 NE 24TH STREET OCALA FL 34470 592119445 3 98326 FAMILY COUNSELING BLESSED TRINITY CATHOLIC CHURCH BLESSED TRINITY CATHOLIC CHURCH 5 SE 7TH STREET 5 SE 7TH STREET OCALA FL 34471 596046933 3 33183 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 49257 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 10000 HEALTHY FAMILIES COMMUNITY OF GRATITUDE COMMUNITY OF GRATITUDE PO BOX 2021 PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 16000 FOOD & GENERAL SUPP. CREATIVE SERVICES CREATIVE SERVICES PO BOX 2193 PO BOX 2193 OCALA FL 34478 591876422 3 95000 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 99804 SUCCESS BY 6 EPISCOPAL CHILDREN'S SERVICES EPISCOPAL CHILDREN'S SERVICES 8443 BAYMEADOW ROAD 8443 BAYMEADOW ROAD JACKSONVILLE FL 32256 591146765 3 50000 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 13000 VISION SCREENING HABITAT FOR HUMANITY HABITAT FOR HUMANITY PO BOX 5578 PO BOX 5578 OCALA FL 34478 592992077 3 15000 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 45000 DENTAL SALARY & SUPP HIS COMPASSION FOOD BANK HIS COMPASSION FOOD BANK 2800 NE 78TH STREET 2800 NE 78TH STREET OCALA FL 34479 472334771 3 20000 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 74000 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 27500 GENERAL SUPPORT MARION SENIOR SERVICES MARION SENIOR SERVICES 1644 NE 22ND AVENUE 1 OCALA FL 34470 237362750 3 80000 GENERAL SUPPORT SHEPHERD'S LIGHTHOUSE SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 25000 SHELTER THE PEARL PROJECT THE PEARL PROJECT 625 NE 12TH AVENUE 625 NE 12TH AVENUE OCALA FL 34470 824494844 3 10000 INVEST OCALA THE SALVATION ARMY THE SALVATION ARMY 320 NW 1ST AVENUE 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 100000 FOOD, UTIL., SALARY UNITED HANDS INC UNITED HANDS INC 1740 18TH STREET SUITE 901 1740 18TH STREET SUITE 901 OCALA FL 34471 591930334 3 15000 PROGRAM SUPPORT THE CENTERS INC THE CENTERS INC 5664 SW 60TH AVENUE 5664 SW 60TH AVENUE OCALA FL 34474 510177273 3 25000 MENTAL HEALTH SERVIC COVID EMERGENCY RENTAL ASSISTANCE COVID EMERGENCY RENTAL ASSISTANCE GOV 6315208 RENTAL ASSISTANCE CORONA VIRUS RELIEF CORONA VIRUS RELIEF GOV 7179575 COVID RELIEF SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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.