2023-02-21T11:00:22-06:00 2022-06-30 273605969 CBIZ MHM LLC 140 FOUNTAIN PKWY N STE 410 ST PETERSBURG FL 33716 990 2021-07-01 593725701 UNITED WAY SUNCOAST INC UNIT 8132740900 5201 W KENNEDY BLVD 600 TAMPA FL 33609 JESSICA MUROFF CEO 8132740900 2023-02-17 1 JESSICA MUROFF XXX-XX-XXXX PAUL DUNHAM P00100222 7275721400 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JESSICA MUROFF 5201 W KENNEDY BLVD 600 TAMPA FL 33609 26509369 0 X WWW.UNITEDWAYSUNCOAST.ORG X 2001 FL TO PROVIDE LEADERSHIP THAT IMPROVES LIVES AND CREATES LASTING COMMUNITY CHANGE 28 28 75 3675 0 0 38846249 16849785 217475 375783 1480251 703704 209 -14508 40544184 17914764 10831400 11866030 0 0 5652820 5590652 0 0 2063303 3129352 3979068 19613572 21435750 20930612 -3520986 69244541 59673502 9561048 10061693 59683493 49611809 X TO PROVIDE LEADERSHIP THAT IMPROVES LIVES AND CREATES LASTING COMMUNITY CHANGE BY MOBILIZING THE CARING PEOPLE OF OUR COMMUNITIES TO GIVE, ADVOCATE, AND VOLUNTEER. (CONTINUED ON SCHEDULE O) 0 0 5536692 4542403 EARLY LEARNING: WITH 90 PERCENT OF BRAIN DEVELOPMENT OCCURRING BETWEEN THE AGES OF 0 AND 5, WE RECOGNIZE THAT A DECIDED FOCUS ON THOSE CRITICAL FORMATIVE YEARS CAN YIELD MORE SUCCESSFUL ADULTS AND FAMILIES. UNITED WAY SUNCOAST HAS NOW EXTENDED ITS UNITED WE LEARN INITIATIVE WITH A $2.8 MILLION ANNUAL INVESTMENT IN 43 EARLY LEARNING PARTNERS FOCUSING ON IMPROVING KINDERGARTEN READINESS, READING ON GRADE LEVEL BY THIRD AND REMOVING BARRIERS LIKE FOOD INSECURITY AND VISION IMPAIRMENT. IT INCLUDES PROFESSIONAL DEVELOPMENT AND ENVIRONMENTAL SUPPORT FOR CHILDCARE CENTERS, READING ROOM INSTRUCTION IN MANATEE COUNTY, AND LEARN AND PLAY INSTRUCTION FOR PARENTS AND CHILDREN AS PART OF OUR CAMPBELL PARK NETWORK FOR EARLY LEARNING. (CONTINUED ON SCHEDULE O)WE ALSO DISTRIBUTED UNITED4LITERACY KITS ACROSS THE REGION. RESEARCH SUPPORTS THIS EARLY LEARNING APPROACH, WITH MULTIPLE STUDIES INDICATING THAT STUDENTS WHO ARRIVE AT KINDERGARTEN READY TO LEARN ARE MORE LIKELY TO THRIVE IN A K-12 ENVIRONMENT, MORE LIKELY TO GRADUATE FROM HIGH SCHOOL, MORE LIKELY TO ENJOY POSTSECONDARY SUCCESS AND MORE LIKELY TO AVOID A HOST OF SOCIETAL PITFALLS, INCLUDING INCARCERATION AND DRUG ADDICTION. HOWEVER, THE COVID-19 HAS EXACERBATED THE CHALLENGES REVOLVING AROUND THE UNITED WE LEARN EFFORT. THE PANDEMIC HEIGHTENED THE NATION'S EARLY LEARNING CRISIS, REDUCING THE NUMBER OF EARLY LEARNING EDUCATORS ACROSS THE NATION BY 100,000, WHILE ADVERSELY IMPACTING ACCESS AND INCREASING COSTS. IN OUR FIVE-COUNTY REGION, THE ANNUAL AVERAGE COST FOR A YEAR OF CHILDCARE FOR A NON-INFANT IS HIGHER THAN A YEAR OF TUITION AT THE UNIVERSITY OF SOUTH FLORIDA. THE CRISIS PROPELLED UNITED WAY SUNCOAST INTO ITS LEADERSHIP ROLE, AND WE PRODUCED AN EARLY LEARNING DASHBOARD THAT CRYSTALIZES THE ISSUES AND PROVIDES STAKEHOLDERS ACROSS THE REGION WITH A VIABLE SOURCE AS THEY CHART ACTION. THE LEARNING LOSSES CREATED BY VIRTUAL LEARNING ALSO IMPACTED THIRD GRADE READING, ANOTHER KEY FOCUS FOR THIS INITIATIVE. UNITED WAY SUNCOAST MET THE CHALLENGE, FUNDING THE PLACEMENT OF PARAPROFESSIONALS IN FOUR OF OUR FIVE SCHOOL DISTRICTS AND EXPANDING ITS ELEMENTARY SUPPORT TO 36 SCHOOLS OF FOCUS. IN ADDITION, UNITED WAY SUNCOAST CONTINUED ITS HIGHLY SUCCESSFUL SUMMER CARE PROGRAM, REDUCING LITERACY REGRESSION FOR MORE THAN 500 STUDENTS. MYON: IN PARTNERSHIP WITH OTHER AREA LEADERS IN LITERACY, UWS COORDINATES THE USE OF THE MYON DIGITAL PLATFORM IN HILLSBOROUGH AND PINELLAS COUNTIES AND PROVIDES A TOTAL OF $150,000 IN FINANCIAL SUPPORT. FROM JULY 1, 2021 - JUNE 30, 2022, OVER 50,000 HILLSBOROUGH COUNTY STUDENTS LOGGED IN, WITH AN ADDITIONAL 28,000 IN PINELLAS COUNTY. IN BOTH COUNTIES, STUDENTS ACCESSED OVER 6.9 MILLION BOOKS THROUGHOUT THE YEAR.READING ROOMS: IN MANATEE COUNTY, TWO READING ROOMS HAVE BEEN ESTABLISHED TO BRING EARLY EDUCATION RESOURCES AND PROGRAMS TO WHERE THE MOST VULNERABLE CHILDREN AND FAMILIES LIVE: COMMUNITY SUPPORTED HOUSING NEIGHBORHOODS. THE INITIATIVE IS DESIGNED TO ELIMINATE THE BARRIERS TO QUALITY EDUCATION, WHILE PROVIDING A PLATFORM TO FINANCIAL STABILITY RESOURCES FOR FAMILIES.CAMPAIGN FOR GRADE-LEVEL READING: UNITED WAY IS THE LEAD AGENCY FOR THE SUNCOAST CAMPAIGN FOR GRADE-LEVEL READING IN DESOTO AND MANATEE COUNTIES, WHERE THROUGH PARTNERSHIPS WITH THE SCHOOL DISTRICTS, COMMUNITY FOUNDATIONS, COUNTY GOVERNMENT, EARLY LEARNING COALITIONS AND OTHER STRATEGIC COMMUNITY PARTNERS, THE COMMUNITY COMES TOGETHER TO IMPROVE READING RATES. THE BIG PLAN IN MANATEE COUNTY CONTINUED ITS FOCUS ON 10 NEIGHBORHOOD SCHOOLS WITH A GOAL OF DOUBLING THE NUMBER OF THIRD GRADERS READING ON LEVEL BY 2026. WE ALSO LEAD THE CAMPAIGN FOR GRADE-LEVEL READING IN HILLSBOROUGH COUNTY. 4209268 3259739 FINANCIAL STABILITY: OUR FINANCIAL STABILITY PROGRAMS STRIVE TO ENSURE ALICE FAMILIES HAVE ACCESS TO FINANCIAL SERVICES AND SUPPORTS AS WELL AS CAREER OPPORTUNITIES THAT LEAD TO A SUSTAINING WAGE AND PUT THEM ON A PATH TO PROSPERITY. THESE PROGRAMS FOCUS ON FINANCIAL HEALTH AND WORKFORCE DEVELOPMENT WHICH INCLUDE THE VOLUNTEER INCOME TAX ASSISTANCE INITIATIVE, A FREE TAX PREPARATION SERVICE FOR FAMILIES AND INDIVIDUALS, BANK ON SUNCOAST, A GRASSROOTS COALITION THAT AIMS TO IMPROVE THE FINANCIAL STABILITY OF INDIVIDUALS WHO ARE UNBANKED OR UNDERBANKED, FINANCIAL COACHING, AND INDIVIDUAL DEVELOPMENT ACCOUNTS. IN ADDITION, UNITED WAY SUNCOAST WORKS TO ADDRESS EMERGING ISSUES SUCH AS THE ONGOING HOUSING CRISIS. (CONTINUED ON SCHEDULE O)TO ADDRESS THIS, WE LAUNCHED A COMPREHENSIVE EFFORT IN 2022 THAT HAS HELPED THOUSANDS OF FAMILIES STAY IN THEIR HOMES OR FIND NEW, STABLE HOUSING. FREE INCOME TAX PREPARATION/VOLUNTEER INCOME TAX ASSISTANCE: UNITED WAY SUNCOAST BELIEVES THAT NO LOW TO MODERATE INCOME HOUSEHOLDS SHOULD PAY SOMEONE TO FILE THEIR TAXES. EACH YEAR, WE HELP RESIDENTS WITH A HOUSEHOLD INCOME OF $74,000 OR LESS KEEP THEIR HARD-EARNED MONEY BY OFFERING FREE INCOME TAX PREPARATION THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM. DURING THE 2022 TAX SEASON, 7,145 TAX RETURNS WERE PREPARED BY TRAINED VITA VOLUNTEERS, RETURNING NEARLY $11 MILLION TO OUR FIVE-COUNTY REGION. THIS INCLUDES NEARLY $5 MILLION IN EARNED INCOME TAX CREDITS AND CHILD TAX CREDITS ALONE. OVER THE LAST TWO YEARS, VITA HAS RETURNED MORE THAN $20 MILLION IN TAX REFUNDS TO OUR REGION.BANK ON SUNCOAST: BANK ON IS A LOCAL GRASSROOTS COALITION THAT WORKS WITH COMMUNITY STAKEHOLDERS TO IMPROVE THE FINANCIAL STABILITY OF INDIVIDUALS WHO DO NOT HAVE ANY BANK ACCOUNTS OR USE ALTERNATIVE FINANCIAL SERVICES, LIKE CHECK CASHING SERVICES AND PAYDAY LOANS. BANK ON'S GOAL IS TO ENSURE THE UNBANKED AND THE UNDERBANKED GAIN ACCESS TO SAFE AND AFFORDABLE BANKING PRODUCTS AND SERVICES. DURING FISCAL 2022, BANK ON WORKED TO ESTABLISH 24 BANK ON CERTIFIED ACCOUNTS AT LOCAL BANKS AND CREDIT UNIONS AND THROUGH THESE ACCOUNTS, NEARLY 50,000 BANK ON ACCOUNTS ARE OPEN IN OUR FIVE-COUNTY AREA.FINANCIAL COACHING: THE UNITED WAY SUNCOAST FINANCIAL COACHING PROGRAM TRAINS AND PARTNERS VOLUNTEERS WITH INDIVIDUALS WHO ARE READY TO TAKE CONTROL OF THEIR FINANCIAL SITUATION. IN THE 2022 FISCAL YEAR, UWS SERVED 97 PEOPLE WITH 88% OF THOSE PEOPLE MAKING PROGRESS TOWARD THEIR FINANCIAL GOALS.INDIVIDUAL DEVELOPMENT ACCOUNTS: UNITED WAY SUNCOAST'S INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) IS A MATCHED SAVINGS ACCOUNT PROGRAM THAT HELPS LOW-INCOME INDIVIDUALS ACHIEVE THEIR GOALS OF BUYING A HOME, ATTENDING SCHOOL OR OPENING A BUSINESS. ELIGIBLE PARTICIPANTS ARE REQUIRED TO SAVE MONEY WHILE ALSO ACQUIRING CRITICAL FINANCIAL EDUCATION AND LONG-TERM MONEY MANAGEMENT SKILLS. DURING FISCAL YEAR 2022, 18 PEOPLE SAVED UP ENOUGH FUNDS TO PURCHASE A VEHICLE. EVICTION MITIGATION: DURING THE FOURTH QUARTER OF FISCAL 2021, UNITED WAY SUNCOAST DEVOTED $3 MILLION TOWARDS ADDRESSING THE EVICTION CRISIS IN OUR FIVE-COUNTY REGION. THE EVICTION DEFENSE PLAN FOCUSES ON SIX MAIN AREAS ACROSS ALL FIVE COUNTIES, INCLUDING FUNDING RENTAL NAVIGATOR POSITIONS THROUGH STRATEGIC PARTNERS. IN THE FINAL SIX MONTHS IN FY2022, WE SUPPORTED 2,153 INDIVIDUALS WITH HOUSING SERVICES, KEEPING 1,925 INDIVIDUALS IN THEIR HOME OR ACHIEVING NEW OR STABLE HOUSING (89% SUCCESS RATE). IN ADDITION, UNITED WAY SUNCOAST ALSO CREATED A HOUSING CRISIS DASHBOARD THAT AMPLIFIED THE LEVEL OF AWARENESS AND SPURRED MEDIA COVERAGE ABOUT THE CRISIS AND OUR CRITICAL SUPPORT ROLE. AND, AS ONE OF THE REGION'S LEADING CONVENERS, WE'VE BROUGHT TOGETHER LOCAL ERA PROGRAM MANAGERS TO INCREASE CROSS-COUNTY COLLABORATION, AND WE'VE TAKEN THE LEAD ON PROVIDING INFORMATION AND RESOURCES TO THOSE WHO NEED HELP OR WANT TO HELP. 2048473 1731900 STRATEGIC VISION: PHILANTHROPIST MACKENZIE SCOTT GAVE MORE THAN A TRANSFORMATIONAL GIFT TO UNITED WAY SUNCOAST IN DECEMBER 2020. SHE ISSUED A CLARION CALL TO UNITED WAY SUNCOAST AND THE OTHER NONPROFIT RECIPIENTS BENEFITING FROM HER PHILANTHROPY. THE MESSAGE WAS CLEAR: EXTEND YOUR MISSION WORK, HELP MORE PEOPLE, ADDRESS THE CHALLENGES BROUGHT ON BY THE PANDEMIC AND THE NATION'S SOCIAL JUSTICE REAWAKENING. THAT'S WHY WE CREATED OUR RISE (REACH, INVEST, SUPPORT AND EMPOWER) INITIATIVES WITH THE SUPPORT OF OUR TEAM, BOARD OF DIRECTORS, AND COMMUNITY PARTNERS. THE INITIATIVES IDENTIFIED ALIGNED WITH OUR 2021, FIVE-YEAR STRATEGIC PLAN AND MAINTAIN A FOCUS ON OUR KEY IMPACT AREAS: EARLY LEARNING, YOUTH SUCCESS AND FINANCIAL STABILITY. (CONTINUED ON SCHEDULE O)OUR EFFORTS SUPPORTED IMMEDIATE COMMUNITY NEEDS ADDRESSING THE IMPACTS OF THE AFFORDABLE HOUSING CRISIS AND DEEPENED OUR LASTING IMPACT IN EARLY LEARNING. WE ALSO BEGAN WORK IN OUR BIG & BOLD INITIATIVES BY INVESTING IN THE CAPACITY AND IMPACT DATA SUPPORT OF OUR NONPROFIT PARTNERS AS WELL AS LAUNCHING NEW COMMUNITY DATA TOOLS INCLUDING OUR AFFORDABLE HOUSING CRISIS AND EARLY LEARNING DASHBOARDS. WE ALSO INVESTED IN STRENGTHENING UWS' ABILITY TO THRIVE LONG-TERM BY ADDRESSING OUR TECHNOLOGY NEEDS. 1840411 190778 227781 SUPPORT SERVICES: UNITED WAY SUNCOAST BELIEVES THE BEST WAY TO HELP OUR NEIGHBORS IS TO JOIN THEM IN THE NEIGHBORHOODS. WE MAINTAIN PLACE-BASED INITIATIVES WITH THREE NEIGHBORHOOD RESOURCE CENTERS IN TAMPA (SULPHUR SPRINGS), SOUTH ST. PETERSBURG (CAMPBELL PARK) AND CLEARWATER (NORTH GREENWOOD). AVAILABLE SERVICES AT THE CENTERS INCLUDE JOB SEARCHES, RESUME BUILDING, COMPUTER ACCESS, FAX AND COPYING AND NOTARY. IN ADDITION, WE LEND GRANT SUPPORT AND CAPACITY BUILDING GUIDANCE TO DOZENS OF NONPROFITS THAT PROVIDE SUPPORT SERVICES. PROGRAMS INCLUDE SCREENINGS AND TREATMENT OF DENTAL, VISION, AND ASTHMA ISSUES FOR CHILDREN; ACCESS TO IDENTIFIED LEGAL SUPPORTS FOR ADULTS, NUTRITION AND FOOD ASSISTANCE, AND INFORMATION/REFERRAL SERVICES. WITH ALL OUR ENDEAVORS, WE INSIST THE SERVICES BE DELIVERED WITH DIGNITY. THIS NETWORK OF SERVICES IS PROVIDED TO HELP INDIVIDUALS/FAMILIES MOVE PAST IMMEDIATE NEEDS TO FULLY PARTICIPATE IN UNITED WAY SUNCOAST'S PRIORITY AREAS OF EARLY LEARNING, YOUTH SUCCESS AND FINANCIAL STABILITY. EMERGENCY FOOD AND SHELTER PROGRAM: IN MARCH 2022, THE LOCAL MANATEE EMERGENCY FOOD AND SHELTER BOARD, MANAGED BY UWS, ALLOCATED $455,002 TO AGENCIES. FUNDING IS USED TO SUPPLEMENT FEEDING, SHELTERING (INCLUDING TRANSITIONAL SHELTERING) AND RENT/MORTGAGE AND UTILITY ASSISTANCE EFFORTS. THE SPENDING PERIOD FOR THESE FUNDS IS NOVEMBER 1, 2021, THROUGH APRIL 30, 2023. THE FOLLOWING LOCAL RECIPIENT ORGANIZATIONS (LRO'S) WERE AWARDED FUNDING FOR THIS WORK: MEALS ON WHEELS+; FEEDING TAMPA BAY; THE SALVATION ARMY OF MANATEE; HOPE FAMILY SERVICES; AND TURNING POINTS. UWS ALSO INVESTED $10,000 IN SUPPORTING THE TAMPA BAY NETWORK TO END HUNGER IN ITS MANAGEMENT OF OVER $3 MILLION IN EFSP FUNDING FOR HILLSBOROUGH AND PINELLAS COUNTIES FOR THE SAME PERIOD.VOLUNTEER SUPPORT: VOLUNTEERS SUPPORT MUCH OF THE WORK THAT IS DONE BOTH INTERNALLY AT UNITED WAY AS WELL AS EXTERNALLY THROUGH OUR VARIOUS PROGRAMS AND PARTNERS. IN FISCAL 2022, UNITED WAY SUNCOAST LED 3,017 VOLUNTEERS TO DEVOTE 29,114 HOURS TO 55 UNIQUE NONPROFIT ORGANIZATIONS IN OUR FIVE-COUNTY REGION. THIS INCLUDES A SUCCESSFUL WEEK OF CARING EFFORT IN APRIL THAT SAW 463 VOLUNTEERS COMPLETE 53 PROJECTS FOR 26 NONPROFIT ORGANIZATIONS. THE 1,058 HOURS THEY DEVOTED DURING WEEK OF CARING HELD A VALUE OF $30,195. FOR THE YEAR, THE WORK TRANSLATES TO $871,964 OF VOLUNTEER SUPPORT DELIVERED BACK INTO OUR COMMUNITY. 1711960 1711960 148002 DONOR DESIGNATED CONTRIBUTIONS: CONTRIBUTIONS TO UNITED WAY THAT DONORS DIRECT TO SPECIFIC 501(C)(3) AGENCIES. 1295438 429250 YOUTH SUCCESS: THIS INITIATIVE REVOLVES AROUND A $2.8 MILLION INVESTMENT INTO 21 PROGRAMS FOCUSED ON YOUTH SUCCESS OVER THE NEXT THREE YEARS IN HILLSBOROUGH AND PINELLAS COUNTY WHERE OUR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) FAMILIES LIVE. THESE INVESTMENTS INCLUDE FUNDING FOR A NUMBER OF PROGRAMS WITH A TRACK RECORD OF STEERING YOUTH TO SUCCESS, INCLUDING BOYS & GIRLS CLUBS, BIG BROTHERS/BIG SISTERS, STARTING RIGHT, NOW AND FRIENDS OF THE CHILDREN. OF COURSE, OUR NEVER-ENDING FOCUS ON STEWARDSHIP HAS LED US TO TAKE A DEEPER LOOK AT THE IMPACT OF OUR YOUTH SUCCESS WORK. WITH THE HELP OF RESEARCH FROM CAREERSOURCE TAMPA BAY, THE EDUCATION TEAM HAS INITIATED A COMPREHENSIVE ASSESSMENT OF THE PROGRAMMATIC WORK. ITS RESEARCH ALREADY HAS IDENTIFIED AND STREAMLINED KEY FACTORS IN THE YOUTH SUCCESS AREA: ACADEMIC SUCCESS, FINANCIAL LITERACY, SOCIAL/EMOTIONAL LEARNING, HEALTH AND WELLNESS AND CAREER EXPLORATION. CAREERSOURCE WILL CONTINUE TO CONDUCT RESEARCH TO IDENTIFY KEY ORGANIZATIONS AND CONTACTS IN EACH COUNTY AND THEIR ROLES IN EACH SEGMENT OF THE YOUTH SUCCESS FRAMEWORK. IT WILL PUBLISH A REPORT DEFINING THE YOUTH SUCCESS LANDSCAPE WITHIN AND ACROSS THE FIVE-COUNTY FOOTPRINT, AND IT WILL CONVENE STAKEHOLDERS TO DISCUSS YOUTH SUCCESS AND TO FOSTER SUPPORT AND ENGAGEMENT FROM OTHER ORGANIZATIONS. THE GOAL OVER THE NEXT 12-24 MONTHS IS TO DEVELOP A CUSTOMIZED YOUTH SUCCESS FRAMEWORK FOR EACH COUNTY AND IMPLEMENT IT NO LATER THAN 2024 AS WE PREPARE FOR THE NEXT ROUND OF MULTI-YEAR COMMUNITY INVESTMENT FUNDING. 4847809 2331988 375783 16642242 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 75 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X KELLY KAVANAUGH CFIO 8132740930 5201 W KENNEDY BLVD STE 600 TAMPA FL 33609 BRIAN DEMING CHAIR 1.00 0.00 X X 0 0 0 DAVID PIZZO VICE CHAIR 1.00 0.00 X X 0 0 0 TRACI LARSEN TREASURER 1.00 0.00 X X 0 0 0 KIMBERLY HOPPER SECRETARY 0.25 0.00 X X 0 0 0 MICHAEL ATTINELLA DIRECTOR 0.25 0.00 X 0 0 0 LORI BAGGETT DIRECTOR 0.25 0.00 X 0 0 0 ERIC BAILEY DIRECTOR 0.25 0.00 X 0 0 0 JAMES CAMP DIRECTOR 0.25 0.00 X 0 0 0 KIMBERLY CRUM DIRECTOR (5/25/22-6/30/22) 0.25 0.00 X 0 0 0 SCOTT CURTIS DIRECTOR 0.25 0.00 X 0 0 0 JACKI DEZELSKI DIRECTOR 1.00 0.00 X 0 0 0 JP DUBUQUE DIRECTOR 0.25 0.00 X 0 0 0 JAMIE EGASTI DIRECTOR 0.25 0.00 X 0 0 0 ESTELLA GRAY DIRECTOR 0.25 0.00 X 0 0 0 ROB LANE DIRECTOR 0.25 0.00 X 0 0 0 CHADWICK LOAR DIRECTOR 0.25 0.00 X 0 0 0 MELVA MCKAY BASS DIRECTOR 0.25 0.00 X 0 0 0 SARA NICHOLS DIRECTOR (5/25/22-6/30/22) 0.25 0.00 X 0 0 0 REBECCA PICKETT DIRECTOR 0.25 0.00 X 0 0 0 THAIS RODRIGUEZ-CAEZ DIRECTOR 0.25 0.00 X 0 0 0 STUART ROGEL DIRECTOR 0.25 0.00 X 0 0 0 ANTHONY ROLLE DIRECTOR (5/25/22-6/30/22) 0.25 0.00 X 0 0 0 SONJA ROSARIO DIRECTOR (5/25/22-6/30/22) 0.25 0.00 X 0 0 0 ALEX SINK DIRECTOR 0.25 0.00 X 0 0 0 MICHAEL SMITH DIRECTOR 0.25 0.00 X 0 0 0 BOB THOMPSON DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW WALKER DIRECTOR 0.25 0.00 X 0 0 0 GLENN WATERS DIRECTOR (8/25/21-6/30/22) 0.25 0.00 X 0 0 0 RAE DOWLING DIRECTOR (7/1/21-12/31/21) 1.00 0.00 X 0 0 0 MARK FERNANDEZ DIRECTOR (7/1/21-12/31/21) 0.25 0.00 X 0 0 0 BILL MERRILL DIRECTOR (7/1/21-12/31/21) 0.25 0.00 X 0 0 0 JULIO RAMIREZ DIRECTOR (7/1/21-12/31/21) 0.25 0.00 X 0 0 0 KAREN RUSHING DIRECTOR (7/1/21-12/31/21) 0.25 0.00 X 0 0 0 DAN VIGNE DIRECTOR (7/1/21-12/31/21) 1.00 0.00 X 0 0 0 JESSICA MUROFF CEO 50.00 0.25 X 220815 0 14754 KELLY KAVANAUGH CFIO (HIRED 11/21/21) 45.00 0.25 X 14952 0 0 BEMETRA SIMMONS CSOO (LEFT 9/17/21) 45.00 0.00 X 117979 0 6931 EMERY IVERY CHIEF IMPACT OFFICER 45.00 0.00 X 157034 0 19828 JAMES GILLEN CHIEF MARKETING OFFICER 45.00 0.00 X 118217 0 38333 M BRONWYN BEIGHTOL CHIEF IMPACT OFFICER 45.00 0.00 X 136476 0 29583 KARI GOETZ CHIEF ADVANCEMENT OFFICER 45.00 0.00 X 125417 0 24290 JENNIFER MCINTOSH CHIEF TALENT OFFICER 45.00 0.00 X 133040 0 17199 1023930 0 150918 7 0 1 0 UPIC SOLUTIONS 334 BEECHWOOD RD STE 403 FORT MITCHELL KY 41017 IT DATA HOSTING & SUPPORT SERVICES 301954 1 17245 1610528 15222012 468184 16849785 FUNDRAISING FEES 561110 227781 227781 SERVICE FEES 561110 148002 148002 375783 859160 859160 8419170 8442766 131860 -23596 -131860 -155456 -155456 5277 19979 -14702 -14702 194 194 194 17914764 375783 0 689196 11779328 11779328 86702 86702 584009 305374 190067 88568 3990658 1865919 1063914 1060825 94879 43544 24324 27011 568078 297281 118662 152135 353028 169477 99798 83753 15665 7170 8495 77086 35805 19945 21336 152692 152692 326619 279186 47269 164 186037 42113 142080 1844 735510 449979 227580 57951 924108 570575 210924 142609 752148 382983 161323 207842 37732 18746 7254 11732 61415 10056 37152 14207 25553 287 25092 174 428146 192482 102139 133525 149680 73863 37071 38746 55647 24920 16272 14455 51030 6452 38152 6426 21435750 16642242 2730205 2063303 23808798 1103282 7187384 5645496 253333 1400999 84159 174313 3726312 2333185 1603235 1393127 29103358 43902730 7204274 6053555 69244541 59673502 1041386 1179800 7591109 7899562 470807 596110 457746 386221 9561048 10061693 X 47552234 39823138 12131259 9788671 59683493 49611809 69244541 59673502 X -3520986 -5281289 -16751 -1252658 X X 0 1 X 1 0 X 25664942 20619892 18979073 38846249 16849785 120959941 25664942 20619892 18979073 38846249 16849785 120959941 31026194 89933747 501833 560895 600396 510672 859160 3032956 123992897 1718087 0.72530 0.70670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 21435750 21435750 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5700 5700 250000 250000 250000 250000 1000000 1500000 29853345 7619 -4255366 790983 24814615 24484184 57999 6212365 901203 29853345 24105009 41374 801501 463700 24484184 23218425 446975 1213999 774390 24105009 19296126 4074144 1584361 1736206 23218425 0.67588 0.14929 0.17482 1 0 276459 276459 1332835 444237 888598 976593 976244 349 1140425 912704 227721 1393127 ACCRUED INTEREST RECEIVABLE 123016 CASH SURRENDER VALUE - LIFE INSURANCE 85051 GIFTED FACILITY 29435 COMMUNITY FOUNDATION INVESTMENTS 5816053 6053555 ANNUITIES PAYABLE 187477 CAPITAL LEASE OBLIGATIONS 145003 OBLIGATION UNDER REMAINDER TRUST AGREEMENT 28365 DEFERRED LEASE INCENTIVE 25376 386221 X 9691154 -5281289 350 -1209879 -6490818 16181972 152692 1580100 1732792 17914764 19588199 17101 17101 19571098 152692 1711960 1864652 21435750 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE FUTURE SUPPORT FOR THE ORGANIZATION'S MISSION. THE ORGANIZATION'S INTERNALLY-CONTROLLED ENDOWMENT NET ASSETS ARE COMPRISED OF INVESTMENTS HELD IN VARIOUS DONOR ENDOWMENTS, INVESTMENTS HELD UNDER A CHARITABLE REMAINDER UNITRUST AGREEMENT, AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER THE PROVISIONS OF THE FLORIDA STATUTES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740 RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE INCOME TAX FILINGS FOR UNITED WAY SUNCOAST, INC., UNITED WAY OF MANATEE COUNTY, INC. AND UNITED WAY FOUNDATION OF MANATEE COUNTY FOR THE YEAR ENDED JUNE 30, 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES -1,209,312. CHANGE IN CSV OF LIFE INSURANCE -567. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,711,960. LOSS ON SALE OF ASSETS -131,860. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,711,960. 1 211 TAMPA BAY CARES INC 14155 58TH ST N STE 211 CLEARWATER FL 33760 593355555 501(C)(3) 292522 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING A BRIGHTER COMMUNITY INC 1613 MARION ST TAMPA FL 33602 590624453 501(C)(3) 126619 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ACADEMY PREP CENTER OF ST PETERSBURG 2301 22ND AVE S ST PETERSBURG FL 33712 593623000 501(C)(3) 27500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ACADEMY PREP CENTER OF TAMPA 1407 E COLUMBUS DRIVE TAMPA FL 33605 593622978 501(C)(3) 27500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 650115814 501(C)(3) 116000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ALLIANCE FOR PUBLIC SCHOOLS FOUNDATION 5810 FALCONCREEK PL LITHIA FL 33547 455598673 501(C)(3) 100000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING AMSKILLSINC 7825 CAMPUS DRBUILDING 6 NEW PORT RICHEY FL 34653 823888203 501(C)(3) 154000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ARTZ 4 LIFE ACADEMY 1751 KINGS HIGHWAY CLEARWATER FL 33755 593483799 501(C)(3) 80000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BAY AREA LEGAL SERVICESINC 1302 N 19TH ST SUITE 400 TAMPA FL 33605 591171886 501(C)(3) 281212 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BESS THE BOOK BUSINC 2316 E 3RD AVE TAMPA FL 33605 510518142 501(C)(3) 38500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BIG BROTHERS BIG SISTERS - SUN COASTMANATEE 1000 S TAMIAMI TRAIL SUITE C VENICE FL 34285 591361826 501(C)(3) 55000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BIG BROTHERS BIG SISTERS - SUN COASTSARASOTA 1000 S TAMIAMI TRL SUITE C VENICE FL 34285 591361826 501(C)(3) 50012 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BIG BROTHERS BIG SISTERS - TAMPA BAY 4630 WOODLAND CORPORATE BLVD STE 160 TAMPA FL 33614 592173085 501(C)(3) 274951 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BOOTSTRAP BUSINESS SCHOOLINC 33 BROADWAY DUNEDIN FL 34698 832586036 501(C)(3) 27500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BOYS & GIRLS CLUBS OF MANATEE COUNTY 1215 MANATEE AVE W STE 200 BRADENTON FL 34205 590675141 501(C)(3) 42260 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BOYS & GIRLS CLUBS OF SARASOTA COUNTY 3100 FRUITVILLE RD SARASOTA FL 34237 596211876 501(C)(3) 125858 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BOYS & GIRLS CLUBS OF TAMPA BAY 1307 N MACDILL AVE TAMPA FL 33607 590624368 501(C)(3) 275315 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BOYS & GIRLS CLUBS OF THE SUNCOAST 4625 E BAY DR STE 103 CLEARWATER FL 33764 591566799 501(C)(3) 542000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG 1213 16TH ST N ST PETERSBURG FL 33705 590875805 501(C)(3) 104359 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING CATHOLIC CHARITIES DIOCESE OF VENICE 1000 PINEBROOK RDVENICE FL 34285 VENICE FL 34285 592473176 501(C)(3) 184000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING CHAMPIONS FOR CHILDREN 3108 W AZEELE ST TAMPA FL 33609 591807551 501(C)(3) 88322 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING CHILDREN FIRST INC 1723 N ORANGE AVE SARASOTA FL 34234 590968249 501(C)(3) 165000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING COMMUNITY FOUNDATION OF TAMPA BAY INC 4300 W CYPRESS ST STE 700 TAMPA FL 33607 593001853 501(C)(3) 22396 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING COMMUNITY LAW PROGRAM INC 501 1ST AVENUE NORTH SUITE 519 ST PETERSBURG FL 33701 592970727 501(C)(3) 35000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING CORPORATION TO DEVELOP COMMUNITIES OF TAMPA INC 1907 E HILLSBOROUGH AVE STE 100 TAMPA FL 33610 593150608 501(C)(3) 263213 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING CRISIS CENTER OF TAMPA BAY INC ONE CRISIS CENTER PLAZA TAMPA FL 33613 591785265 501(C)(3) 140794 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING DAWNING FAMILY SERVICES 6718 N ARMENIA AVE TAMPA FL 33604 592655523 501(C)(3) 50434 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING DAYSTAR LIFE CENTER 226 6TH ST S ST PETERSBURG FL 33701 650523539 501(C)(3) 41300 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING DEVEREUX FOUNDATION INC 5850 T G LEE BLVD SUITE 400 ORLANDO FL 32822 231390618 501(C)(3) 117000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARLY CHILDHOOD COUNCIL OF HILLSBOROUGH COUNTY 4210 W BAY VILLA AVE TAMPA FL 33611 592998189 501(C)(3) 24200 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARLY LEARNING COALITION OF FLORIDA'S HEARTLAND INC 2886 TAMIAMI TRAIL STE 1 PORT CHARLOTTE FL 33952 641047991 501(C)(3) 26000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARLY LEARNING COALITION OF HILLSBOROUGH COUNTY 6800 N DALE MABRY HWY TAMPA FL 33614 593626765 501(C)(3) 92262 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARLY LEARNING COALITION OF MANATEE COUNTY 600 8TH AVE W STE 100 PALMETTO FL 34221 650811318 501(C)(3) 65000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARLY LEARNING COALITION OF PINELLAS COUNTY 2536 COUNTRYSIDE BVD 500 CLEARWATER FL 33763 533726679 501(C)(3) 50000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARLY LEARNING COALITION OF SARASOTA COUNTY INC 1750 17TH ST BLDG L SARASOTA FL 34234 651110174 501(C)(3) 125419 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EARN TO LEARN FL INC 27911 CROWN LAKE BLVD SUITE 223 BONITA SPRINGS FL 34135 452514055 501(C)(3) 55000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ECHO OF BRANDON 507 N PARSONS AVE BRANDON FL 33510 593051533 501(C)(3) 10000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ENTERPRISING LATINAS INC 18238 US HWY 301 WIMAUMA FL 33598 271247381 501(C)(3) 82000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING EXCHANGE CLUB FAMILY PARTNERSHIP CENTER OF MANATEE 602 3RD STREET EAST SUITE A BRADENTON FL 34208 650374386 501(C)(3) 41900 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING FEEDING AMERICA TAMPA BAY 4702 TRANSPORT DR BLDG 6 TAMPA FL 33605 592116576 501(C)(3) 192406 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING FLORIDA DREAM CENTER 4017 56TH AVE N ST PETERSBURG FL 33714 460663472 501(C)(3) 107701 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING FRIENDS OF THE CHILDRENTAMPA BAY 2655 ULMERTON RD CLEARWATER FL 33762 825141973 501(C)(3) 99000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GIRLS INCORPORATED OF PINELLAS 7700 61ST ST N PINELLAS PARK FL 33781 590970201 501(C)(3) 144000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GLASSERSCHOENBAUM HUMAN SERVICES CENTER 1750 17TH STREET BLDG J-1 SARASOTA FL 34234 592707877 501(C)(3) 114103 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GOLDEN GENERATIONS 2900 PALLANZA DRIVE S ST PETERSBURG FL 33705 232624207 501(C)(3) 38500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GOODWILL INDUSTRIES-MANASOTAINC 2705 51ST AVE EAST BRADENTON FL 34203 592074391 501(C)(3) 55800 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GREATER TAMPA BAY AREA COUNCIL INC BOY SCOUTS OF AMERICA LEWIS HILL III SERVICE CENTER TAMPA FL 33612 590637815 501(C)(3) 30663 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES 14041 ICOT BLVD CLEARWATER FL 33760 591229354 501(C)(3) 150500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING GULFCOAST LEGAL SERVICES INC ATTN OPERATIONS COORDINATOR ST PETERSBURG FL 33701 591882749 501(C)(3) 147030 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HEALTHY START COALITION OF HILLSBOROGH COUNTYINC 2806 N ARMENIA AVESTE100 TAMPA FL 33607 593127943 501(C)(3) 37500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HEALTHY START COALITION OF PASCOINC PO BOX 1527 NEW PORT RICHEY FL 34656 593155525 501(C)(3) 14687 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HEALTHY START COALITION OF PINELLAS INC 4000 GETAWAY CENTRE BLVD STE 200 PINELLAS PARK FL 33782 593109517 501(C)(3) 24062 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HEART OF FLORIDA UNITED WAY INC 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 501(C)(3) 297052 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HILLSBOROUGH COUNTY PUBLIC SCHOOLS 901 E KENNEDY BLVD TAMPA FL 33602 596000660 501(C)(3) 59000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HISPANIC SERVICES COUNCIL 7825 N DALE MABRY HWY SUITE 102 TAMPA FL 33614 593198934 501(C)(3) 87444 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING HOMELESS EMERGENCY PROJECT 1120 N BETTY LN CLEARWATER FL 33755 592729694 501(C)(3) 73527 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST 2688 FRUITVILLE RD SARASOTA FL 34237 592693318 501(C)(3) 186500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING JUNIOR ACHIEVEMENT OF TAMPA BAY 13707 N 22ND ST TAMPA FL 33613 591098499 501(C)(3) 40000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING LIONS EYE INSTITUTE FOR TRANSPLANT AND RESEARCH FOUNDATION 1410 N 21ST ST TAMPA FL 33605 591458151 501(C)(3) 55000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING MEALS ON WHEELS PLUS OF MANATEE 811 23RD AVE E BRADENTON FL 34208 591420986 501(C)(3) 33000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING METROPOLITAN MINISTRIES 2002 N FLORIDA AVE TAMPA FL 33602 591477007 501(C)(3) 281647 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING MOTHERS HELPING MOTHERS 5933 NWASHINGTON BLVD SARASOTA FL 34243 650416462 501(C)(3) 16324 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING MYAKKA CITY COMMUNITY CENTER 37010 SINGLETARY RD MYAKKA CITY FL 34251 591050657 501(C)(3) 33000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PACE CENTER FOR GIRLS - HILLSBOROUGH 1933 E HILLSBOROUGH AVE STE 300 TAMPA FL 33610 592414492 501(C)(3) 82568 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PALMETTO YOUTH CENTER 501 17TH ST W PALMETTO FL 34221 591090377 501(C)(3) 42000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PERSONAL ENRICHMENT THROUGH MENTAL HEALTH SERVICES - PEMHS 11254 58TH ST N PINELLAS PARK FL 33782 593153549 501(C)(3) 281000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PINELLAS COUNTY SCHOOLS PO BOX 2942 LARGO FL 33779 596000799 501(C)(3) 140000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PINELLAS COUNTY SHERIFF'S POLICE ATHLETIC LEAGUE (PAL) 3755 46TH AVE N ST PETERSBURG FL 33714 593760782 501(C)(3) 22567 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PINELLAS COUNTY URBAN LEAGUE INC 333 31ST ST N ST PETERSBURG FL 33713 591665523 501(C)(3) 172313 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PINELLAS EX OFFENDER RE ENTRY COALITION 12810 US HWY 19N CLEARWATER FL 33764 593643636 501(C)(3) 165000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PINELLAS OPPORTUNITY COUNCIL INC 501 1ST AVE N STE 517 ST PETERSBURG FL 33701 591227051 501(C)(3) 25943 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING POSITIVE SPIN INC 5118 N 56TH STREET SUITE 224 TAMPA FL 33610 800167391 501(C)(3) 11900 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PRESERVE VISION FLORIDA 9200 SEMINOLE BOULEVARDSECOND FLOOR SEMINOLE FL 33772 596181662 501(C)(3) 60500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING PROJECT PROSPER 13575 58TH ST N CLEARWATER FL 33760 450491407 501(C)(3) 11000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING R'CLUB CHILD CARE - HAPPY WORKERS LEARNING CENTER 920 19TH ST S ST PETERSBURG FL 33712 274826221 501(C)(3) 100000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING REDLANDS CHRISTIAN MIGRANT ASSOCIATION (RCMA) 402 W MAIN ST IMMOKALEE FL 34142 591221966 501(C)(3) 177784 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING RELIGIOUS COMMUNITY SERVICES (RCS) 503 S MARTIN LUTHER KING JR AVE CLEARWATER FL 33756 591309186 501(C)(3) 53200 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SAFE CHILDREN COALITIONINC 1500 INDEPENDENCE BLVDSUITE 210 SARASOTA FL 34234 591618413 501(C)(3) 75000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SALVATION ARMY - BRADENTON CORPS 1204 14TH ST W BRADENTON FL 34205 580660607 501(C)(3) 20000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SALVATION ARMY - SARASOTA CORPS 1400 10TH ST SARASOTA FL 34236 580660607 501(C)(3) 55000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SALVATION ARMY - ST PETERSBURG 340 14TH AVE S ST PETERSBURG FL 33701 580660607 501(C)(3) 40500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SALVATION ARMY - TAMPA AREA COMMAND 1603 N FLORIDA AVE TAMPA FL 33602 580660607 501(C)(3) 15089 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SCHOOL DISTRICT OF DESOTO COUNTY 530 LASOLONA AVENUE ARCADIA FL 34266 596000580 501(C)(3) 8500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SCHOOL DISTRICT OF MANATEE 15 MANATEE AVE W BRADENTON FL 34205 596000728 501(C)(3) 142833 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SENIORS IN SERVICE OF TAMPA BAY INC 1306 W SLIGH AVE TAMPA FL 33604 592422975 501(C)(3) 48441 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SOAR LEARNING CENTERINC 2731 NLINKS AVENUE SARASOTA FL 34234 814840233 501(C)(3) 49500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SOUTH FLORIDA STATE COLLEGE 600 WEST COLLEGE DRIVE AVON PARK FL 33825 591218159 501(C)(3) 14750 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ST PETERSBURG FREE CLINIC 863 3RD AVE N ST PETERSBURG FL 33701 237208280 501(C)(3) 82500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING STARTING RIGHT NOW 1212 W CASS ST TAMPA FL 33606 263725699 501(C)(3) 82500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING STEP UP SUNCOAST INC 6428 PARKLAND DRIVE SARASOTA FL 34243 596208766 501(C)(3) 27500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SULPHUR SPRINGS NEIGHBORHOOD OF PROMISE 8117 N 13TH STREET TAMPA FL 33604 590810731 501(C)(3) 6250 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SUNCOAST VOICES FOR CHILDREN FOUNDATION 8550 ULMERTON ROAD SUITE 255 LARGO FL 33771 201133518 501(C)(3) 154000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SUNCOAST WORKFORCE BOARD INC DBA CAREERSOURCE SUNCOAST 1112 MANATEE AVE E BRADENTON FL 34208 592334811 501(C)(3) 50000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SUNRISE CHILDREN'S SERVICES 2215 E HENRY AVE TAMPA FL 33610 590714818 501(C)(3) 171046 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA BAY NETWORK TO END HUNGER 4532 W KENNEDY BLVD TAMPA FL 33609 364758155 501(C)(3) 10000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA BAY WORKFORCE ALLIANCE INC DBA CAREERSOURCE TAMPA BAY 4902 EISENHOWER BLVDSUITE 250 TAMPA FL 33634 593655316 501(C)(3) 82500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA FAMILY HEALTH CENTERSINC PO BOX 82969 TAMPA FL 33682 592420282 501(C)(3) 177000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA JEWISH FAMILY SERVICES 13009 COMMUNITY CAMPUS DR STE 114 TAMPA FL 33625 591549670 501(C)(3) 17552 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA METROPOLITAN AREA YMCA 110 E OAK AVE TAMPA FL 33602 591742909 501(C)(3) 201391 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE CHILDREN'S HOME NETWORK INC 10909 MEMORIAL HWY TAMPA FL 33615 590696284 501(C)(3) 82545 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE DLRANDALL FOUNDATIONINC 1523 72ND ST EAST RUBONIA FL 34221 474988613 501(C)(3) 45000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE SHIRLEY PROCTOR PULLER FOUNDATION 4133 CORTEZ WAY S ST PETERSBURG FL 33712 464930592 501(C)(3) 137500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE STATE COLLEGE OF FLORIDA FOUNDTAION INC 5824 26TH STREET WEST BRADENTON FL 34207 591843274 501(C)(3) 10000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNITE USA INC 217 BROADWAY FL 8 NEW YORK NY 10007 461914165 501(C)(3) 30000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNITED COMMUNITY CENTERS INC DBA RUBONIA COMM CENTER BRADENTON FL 34206 650282384 501(C)(3) 70000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNITED FOOD BANK AND SERVICES 702 E ALSOBROOK ST SUITE H PLANT CITY FL 33563 593069728 501(C)(3) 60597 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNIVERSITY AREA COMMUNITY DEVELOPMENT CORPORATION INC 14013 N 22ND STREET TAMPA FL 33613 311624121 501(C)(3) 215000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNIVERSITY OF FLORIDA BOARD OF TRUSTEES EAST CAMPUS BUILDING SUITE 1250 PO BOX 113201 GAINESVILLE FL 32611 596002052 501(C)(3) 27500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING WOMEN'S RESOURCE CENTER OF MANATEE 1926 MANATEE AVE W BRADENTON FL 34205 593034653 501(C)(3) 170750 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING YMCA OF THE SUNCOAST INC 2469 ENTERPRISE RD CLEARWATER FL 33763 590810731 501(C)(3) 66574 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING 111 0 INDIVIDUAL SAVINGS ACCOUNT (IDA) PROGRAM MATCHES 2 6982 N/A N/A TRAINING PROGRAM TUITION C.N.A. 44 41800 N/A N/A TRAINING PROGRAM TUITION PHLEBOTOMY 48 37920 N/A N/A PART I, LINE 2: MONITORING POLICIES FOR ALLOCATED GRANT FUNDING: ALL ORGANIZATIONS RECEIVING GRANT FUNDING HAVE PASSED AN INITIAL APPLICATION PROCESS THAT DEMANDS QUALIFICATION BASED ON QUALITY AND ACCOUNTABILITY FOR ALL ASPECTS OF THE ORGANIZATION (GOVERNANCE, FISCAL, PERSONNEL MANAGEMENT, AND PROGRAMS). ONCE ELIGIBLE, AGENCIES ARE INVITED TO APPLY ANNUALLY (OR ON A TIMELINE DETERMINED BY THE BOARD) FOR SUPPORT OF SPECIFIC PROGRAMS ADDRESSING CRITICAL COMMUNITY NEED. PROGRAM APPLICATIONS ARE REVIEWED BY TEAMS OF STAFF AND VOLUNTEERS IN THE INVESTMENT REVIEW PROCESS. RECOMMENDATIONS FROM THESE TEAMS GO TO THE COMMUNITY AND PARTNERSHIP DEVELOPMENT COMMITTEE FOR APPROVAL BEFORE GOING TO THE BOARD FOR FINAL APPROVAL. PROGRAM GRANT CRITERIA INCLUDES: ALIGNMENT WITH UNITED WAY'S IMPACT AGENDA, PROGRAM PERFORMANCE, AND NEED OR AVAILABILITY OF FUNDS FROM OTHER SOURCES. QUALIFYING FOR FUNDING AS AN AGENCY DOES NOT GUARANTEE FUNDING FOR PROGRAM APPLICATIONS. GRANT PERFORMANCE IS REVIEWED EVERY 6 MONTHS OR AS DETERMINED NECESSARY BY STAFF AND VOLUNTEERS. X X X X 0 0 0 0 0 0 0 0 0 JESSICA MUROFF CEO 207524 0 0 0 13291 0 340 0 14414 0 235569 0 0 0 EMERY IVERY CHIEF IMPACT OFFICER 155093 0 0 0 1941 0 5880 0 13948 0 176862 0 0 0 M BRONWYN BEIGHTOL CHIEF IMPACT OFFICER 135734 0 0 0 742 0 5594 0 23989 0 166059 0 0 0 JAMES GILLEN CHIEF MARKETING OFFICER 117548 0 0 0 669 0 0 0 38333 0 156550 0 0 0 JENNIFER MCINTOSH CHIEF TALENT OFFICER 132820 0 0 0 220 0 5695 0 11504 0 150239 0 0 0 X 51 468184 STOCK QUOTE 0 0 1 0 FORM 990, PART III, LINE 1, MISSION: UNITED WAY SUNCOAST SEVERS THE CONSTRAINTS THAT PREVENT FAMILIES FROM THRIVING. WE DISMANTLE THE BARRIERS TO HUMAN PROSPERITY, UNITING OUR COMMUNITY ALONG THE WAY. WHEN WE PROVIDE PATHWAYS TO EARLY LEARNING, FINANCIAL STABILITY AND YOUTH SUCCESS, WE LIFT UP FAMILIES AS THEY CULTIVATE A FUTURE BEYOND THE CIRCUMSTANTIAL CONSTRAINTS PUT ON THEM. WE PROVIDE CHOICES. WE PROVIDE OPPORTUNITIES. WE CREATE SPACE TO GROW FOR ASSET-LIMIT, INCOME-CONSTRAINED, EMPLOYED (ALICE) FAMILIES. THESE HARD-WORKING PARENTS AND CHILDREN STAND JUST ONE UNEXPECTED EXPENSE FROM DIRE CIRCUMSTANCES. ALICE FAMILIES COMPOSE MORE THAN 43 PERCENT OF ALL HOUSEHOLDS IN OUR REGION, AND WE'RE WORKING TO CREATE EQUITY FOR THEM AND ALL THE COMMUNITY MEMBERS IN OUR FIVE-COUNTY FOOTPRINT: DESOTO, HILLSBOROUGH, MANATEE, PINELLAS AND SARASOTA COUNTIES. WE'RE OPERATING AND FUNDING SERVICES AND PROGRAMS TO HELP THEM CREATE THE LIFE THEY ENVISION FOR THEMSELVES AND FUEL THEIR FREEDOM TO RISE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS THREE CLASSES OF MEMBERS: THE MEMBERS OF THE MANATEE AREA BOARD (MANATEE MEMBERS), THE MEMBERS OF THE SARASOTA/DESOTO AREA BOARD (SARASOTA/DESOTO MEMBERS), AND THE MEMBERS OF THE HILLSBOROUGH/PINELLAS AREA BOARD (HILLSBOROUGH/PINELLAS MEMBERS). EACH AREA BOARD SHALL CONSIST OF NOT LESS THAN 9 AND NOT MORE THAN 25 MEMBERS. THE PURPOSES OF EACH AREA BOARD ARE: (A) TO LEAD FUNDRAISING IN THE COUNTIES APPLICABLE TO SUCH AREA BOARD; (B) TO HAVE A SUBSTANTIAL ROLE WITH RESPECT TO THE ALLOCATION OF FUNDS RAISED WITH RESPECT TO SUCH COUNTIES TO AGENCIES AND INITIATIVES LOCATED IN SUCH COUNTIES; (C) TO APPOINT THE MEMBERS OF SUCH AREA BOARD; AND (D) TO APPOINT CERTAIN INDIVIDUALS TO THE BOARD OF DIRECTORS OF THE CORPORATION. EACH AREA BOARD SHALL MEET SEPARATELY NOT LESS THAN FOUR TIMES PER YEAR. ONE OF SUCH MEETINGS SHALL BE AN ANNUAL MEETING. AT EACH ANNUAL MEETING OF AN AREA BOARD, THE MEMBERS OF THE AREA BOARD SHALL ELECT A CHAIR, VICE CHAIR, AND SECRETARY. FORM 990, PART VI, SECTION A, LINE 7A EACH AREA BOARD SHALL SUBMIT TO THE BOARD OF DIRECTORS OF THE CORPORATION, NOT EARLIER THAN 90 DAYS, AND NOT LATER THAN 30 DAYS, BEFORE THE DATE OF EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS, THE NAME OF ANY INDIVIDUAL WHOM SUCH AREA BOARD WISHES TO ELECT TO THE BOARD OF DIRECTORS OF THE CORPORATION AT SUCH ANNUAL MEETING. SUCH INDIVIDUAL SHALL BE DEEMED ELECTED TO THE BOARD OF DIRECTORS OF THE CORPORATION AT SUCH ANNUAL MEETING UNLESS SUCH ELECTION IS VETOED BY A VOTE OF NOT LESS THAN TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS. WITHIN 10 DAYS AFTER ANY SUCH VETO, THE AREA BOARD WHOSE ELECTION WAS VETOED MAY SUBMIT TO THE BOARD OF DIRECTORS THE NAME OF ANOTHER INDIVIDUAL WHOM THE AREA BOARD PROPOSES TO ELECT TO THE BOARD OF DIRECTORS INSTEAD OF THE INDIVIDUAL WHO WAS VETOED, AND SUCH OTHER INDIVIDUAL WILL BECOME A MEMBER OF THE BOARD OF DIRECTORS UNLESS, AT OR BEFORE THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS, SUCH OTHER INDIVIDUAL'S ELECTION IS VETOED BY THE VOTE OF NOT LESS THAN TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS. THE APPLICABLE AREA BOARD SHALL CONTINUE TO SUBMIT THE NAMES OF INDIVIDUALS PURSUANT TO THE PROCESS DESCRIBED ABOVE UNTIL AN INDIVIDUAL IS NOT VETOED BY THE BOARD OF DIRECTORS. ANY VETOES SHALL BE FINAL AND BINDING ON THE AREA BOARD AND EACH INDIVIDUAL WHO WAS VETOED. FORM 990, PART VI, SECTION B, LINE 11B UPON APPROVAL BY THE AUDIT AND ETHICS COMMITTEE, THE DRAFT FORM 990 IS SENT TO THE UNITED WAY SUNCOAST REGIONAL BOARD FOR REVIEW AND APPROVAL. THE BOARD SENDS BACK, VIA ELECTRONIC VOTING, AN APPROVAL OF THE RETURN AS PRESENTED BEFORE FILING. IT IS MANDATORY THAT THERE BE 100% PARTICIPATION BY THE MEMBERS OF THE BOARD TO VOTE BEFORE A FINAL JUDGEMENT CAN BE MADE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED CONFLICT OF INTEREST FORM TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS ALL SUBMISSIONS AND, IF NECESSARY, FOLLOWS UP WITH ANY POSSIBLE CONFLICTS. ANY MEMBERS WITH CONFLICTS MUST RECUSE THEMSELVES FROM ANY RELATED ACTION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE IS A COMMITTEE OF THE BOARD OF DIRECTORS, AND IS RESPONSIBLE, SUBJECT TO APPROVAL OF THE BOARD, FOR ESTABLISHING AND MAINTAINING A BROAD COMPETITIVE COMPENSATION PROGRAM FOR THE EXECUTIVES OF UNITED WAY SUNCOAST IN ORDER TO ATTRACT, RETAIN, AND MOTIVATE EXECUTIVE LEVEL EMPLOYEES; AND FOR ENSURING THAT THE COMPENSATION PROGRAM MEETS ALL LEGAL REQUIREMENTS UNDER THE IRS INTERMEDIATE SANCTION RULES AND BEST GOVERNANCE PRACTICES FOR TRANSPARENCY AND ACCOUNTABILITY. THE COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD WITH RESPECT TO COMPENSATION PROGRAM STRUCTURE, POLICY, PAY LEVELS AND SUCCESSION PLANS FOR KEY STAFF. THE EXECUTIVE COMPENSATION COMMITTEE REGULARLY REVIEWS COMPENSATION COMPARABILITY DATA. BIANNUALLY, AN INDEPENDENT CONSULTANT CONDUCTS A COMPENSATION STUDY FOR THE ORGANIZATION INCLUDING THE CEO. THE LAST STUDY WAS CONDUCTED MAY 2021. "EXECUTIVES" REFERS TO THE CHIEF EXECUTIVE OFFICER (CEO), THE CHIEF FINANCIAL OFFICER (CFO), CEO DIRECT REPORTS AND/OR ANY EMPLOYEE THAT HAS SIGNIFICANT MANAGEMENT RESPONSIBILITY FOR A SEGMENT OF THE ORGANIZATION OR WOULD OTHERWISE BE CONSIDERED A "DISQUALIFIED PERSON" UNDER THE INTERMEDIATE SANCTION RULES. THE COMMITTEE CONSISTS OF THREE OR MORE MEMBERS, THE MAJORITY (TWO) OF WHICH SHALL BE MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE CHAIR IS APPOINTED BY THE BOARD CHAIR, AND MUST BE A MEMBER OF THE BOARD. WHENEVER POSSIBLE, THE BOARD CHAIR WILL SERVE AS THE VICE CHAIR OF THE COMMITTEE IN RECOGNITION OF HIS/HER RELATIONSHIP TO THE CEO AND HIS/HER RESPONSIBILITY IN CARRYING OUT THE CEO PERFORMANCE REVIEW ON BEHALF OF THE BOARD OF DIRECTORS. COMMITTEE MEMBERS ARE RECRUITED BY THE COMMITTEE CHAIR. THE COMMITTEE INCLUDES MEMBERS OF THE COMMUNITY WHO POSSESS EXPERIENCE AND EXPERTISE IN HUMAN RESOURCES, BENEFITS OR COMPENSATION. THE CEO PRESENTS THE RECOMMENDED SALARY AND TOTAL BENEFITS COMPENSATION FOR OTHER KEY EXECUTIVES ANNUALLY TO THE EXECUTIVE COMPENSATION COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, ANNUAL REPORT, AND ITS FORM 990 AVAILABLE TO THE PUBLIC ON ITS WEBSITE AS WELL AS UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -42,779. PROVISION FOR UNCOLLECTIBLE PLEDGES -1,209,312. CHANGE IN CSV OF LIFE INSURANCE -567. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT AND ETHICS COMMITTEE (THE COMMITTEE) IS RESPONSIBLE FOR ASSISTING THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES. AMONG THE RESPONSIBILITIES OF THE COMMITTEE IS THE OVERSIGHT OF THE INTEGRITY OF THE ORGANIZATION'S FINANCIAL ACCOUNTING PROCESSES AND SYSTEMS OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING AND USE OF ASSETS; THE INDEPENDENCE AND PERFORMANCE OF THE INDEPENDENT AUDITORS AND STAFF WITH FINANCE RESPONSIBILITIES; AND THE AUDITOR SELECTION PROCESS. IN RELATION TO THE ANNUAL AUDIT, THE COMMITTEE: -MEETS IN EXECUTIVE SESSION WITH THE INDEPENDENT AUDITORS -OBTAINS A FORMAL STATEMENT FROM THE AUDITORS ANNUALLY REGARDING THEIR INDEPENDENCE -OBTAINS A REPORT ANNUALLY REGARDING THE AUDITORS' QUALITY CONTROL PROCEDURES AND ANY REPORT ISSUED AS A RESULT OF A QUALITY CONTROL REVIEW OF THE AUDITORS -OBTAINS AND REVIEWS ANY SIGNIFICANT CORRECTING AUDIT ADJUSTMENTS OR PASSED CORRECTING AUDIT ADJUSTMENTS -REVIEWS THE DISPOSITION OF ANY MANAGEMENT LETTER COMMENTS, INTERNAL CONTROL AND/OR FRAUD RELATED MATTERS THAT ARISE DURING THE COURSE OF THE ANNUAL AUDIT -PRE-APPROVES ALL NON-AUDIT SERVICES (OTHER THAN 990 AND 5500 PREPARATION) -REVIEWS AND DISCUSSES WITH MANAGEMENT AND THE INDEPENDENT AUDITOR ALL CRITICAL ACCOUNTING POLICIES -REQUIRES THE INDEPENDENT AUDITING FIRM TO ROTATE AUDIT MANAGER EVERY 3-5 YEARS -REVIEWS ANNUALLY THE FORM 990 PRIOR TO FILING AND ENSURES THE CEO AND COO HAVE CERTIFIED THE CONTENTS OF THE FORM -PROVIDES AN AVENUE OF COMMUNICATION AMONG THE ORGANIZATION'S INDEPENDENT AUDITORS, MANAGEMENT, STAFF, AND THE BOARD OF DIRECTORS UNITED WAY FOUNDATION OF MANATEE COUNTY 5201 W KENNEDY BLVD SUITE 600 TAMPA FL 33609 650836972 INCREASE AWARENESS OF UNITED WAY SUNCOAST, INC. (DISSOLVED 11/17/22) FL 501(C)(3) LINE 12A, I 0 AN IRREVOCABLE TRUST C/O RAYMOND JAMES TRUST CO-880 CARI ST PETERSBURG FL 33716 CHARITABLE REMAINDER UNITRUST FL N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0