2023-03-02T07:48:31-06:00 2022-06-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2021-07-01 590637825 UNITED WAY OF NORTHEAST FLORIDA INC UNIT 9043903200 40 EAST ADAMS STREET 200 JACKSONVILLE FL 32202 ROBIN ABBOTT CFO 9043903292 2023-03-02 1 ROBIN ABBOTT 999009999 AMY BIBBY P00445891 8282542254 2023-03-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MELANIE PATZ 40 EAST ADAMS STREET 200 JACKSONVILLE FL 32202 43923077 0 X WWW.UNITEDWAYNEFL.ORG X 1964 FL SEE SCHEDULE O. 17 17 83 2456 0 0 49740276 43875652 191423 31339 55927 -274737 165432 290823 50153058 43923077 20402376 37370157 0 0 5701102 5069221 0 0 2258338 4037636 4484266 30141114 46923644 20011944 -3000567 42735553 41231391 5264571 6190194 37470982 35041197 X SEE SCHEDULE O:FOUNDED IN 1924, UNITED WAY OF NORTHEAST FLORIDA, INC. ("UNITED WAY") HAS EARNED A REPUTATION AS A RESPECTED AND EFFICIENT PHILANTHROPIC ORGANIZATION. UNITED WAY ENVISIONS A COMMUNITY OF OPPORTUNITY WHERE EVERYONE HAS HOPE AND CAN REACH THEIR FULL POTENTIAL. UNITED WAY'S MISSION IS TO SOLVE NORTHEAST FLORIDA'S TOUGHEST CHALLENGES BY CONNECTING PEOPLE, RESOURCES AND IDEAS. 0 0 42876104 37370157 31339 SEE SCHEDULE O:UNITED WAY PROVIDES AND FUNDS PROGRAMS IN NORTHEAST FLORIDA, THAT DELIVER VITAL SERVICES TO THE COMMUNITY THAT CREATE A COMMUNITY OF OPPORTUNITY WHERE EVERYONE HAS HOPE AND CAN REACH THEIR FULL POTENTIAL. THIS BEGINS WITH IMPROVING ECONOMIC MOBILITY FOR ALL NORTHEAST FLORIDA RESIDENTS. WE DO THIS BY INVESTING IN PROGRAMS AND INITIATIVES THAT MAKE IT EASIER FOR PEOPLE TO BREAK THE CYCLE OF POVERTY AND LIVE A BETTER LIFE. CREATING OPPORTUNITY BY ADDRESSING: BASIC NEEDS, FINANCIAL WELL BEING AND RACIAL EQUITYBASIC NEEDS PROVIDE FAMILIES WITH ACCESS TO NUTRITIOUS FOOD, STABLE HOUSING AND MENTAL HEALTH SUPPORT DURING TIMES OF CRISIS. FINANCIAL WELL-BEING HELP INDIVIDUALS OBTAIN A QUALITY EDUCATION, STEADY EMPLOYMENT AND ASSETS TO WEATHER FINANCIAL CHALLENGES; AND RACIAL EQUITY ELIMINATE DEEP DISPARITIES AND SYSTEMIC INEQUITIES LIMITING OUR COMMUNITIES OF COLOR.THE FOLLOWING LINK TO OUR 2021-2022 IMPACT REPORT WILL SHOW HOW WE ARE IMPACTING OUR COMMUNITY.HTTPS://UNITEDWAYNEFL.ORG/WP-CONTENT/UPLOADS/2022/12/IMPACTREPORT_2022_AG_REVISED.PDF 42876104 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X ROBIN ABBOTT 9043903292 40 EAST ADAMS STREET SUITE 200 JACKSONVILLE FL 32202 BRIAN EVANS BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL HERMAN BOARD OF DIRECTORS - VICE CHAIR 2.00 X 0 0 0 ROBERT HILL BOARD OF DIRECTORS 1.00 X 0 0 0 RUDY JAMISON JR EDD BOARD OF DIRECTORS 1.00 X 0 0 0 JAVON KNIGHT BOARD OF DIRECTORS 1.00 X 0 0 0 KIRK LARSEN BOARD OF DIRECTORS - TREASURER 2.00 X 0 0 0 SARA LEY BOARD OF DIRECTORS 1.00 X 0 0 0 GREG MONTANA BOARD OF DIRECTORS 1.00 X 0 0 0 LISA PALMER BOARD OF DIRECTORS 1.00 X 0 0 0 NED PEVERLEY BOARD OF DIRECTORS 1.00 X 0 0 0 SABEEN PERWAIZ SYED BOARD OF DIRECTORS 1.00 X 0 0 0 DR DIANA GREENE BOARD OF DIRECTORS 1.00 X 0 0 0 DARNELL SMITH BOARD OF DIRECTORS 1.00 X 0 0 0 HENRY BROWN BOARD OF DIRECTORS 1.00 X 0 0 0 JIM STEPNOSKI BOARD OF DIRECTORS - CHAIR 2.00 X 0 0 0 RUSS THOMAS BOARD OF DIRECTORS 1.00 X 0 0 0 AUDRA WALLACE BOARD OF DIRECTORS 1.00 X 0 0 0 DELORES BARR WEAVER BOARD OF DIRECTORS (EMERITUS) 1.00 X 0 0 0 MICHELLE BRAUN PRESIDENT, CEO AND BOARD SECRETARY 55.00 X 263533 0 31378 ROBIN ABBOTT CHIEF FINANCIAL OFFICER 50.00 X 146624 0 0 MAUREEN MERCHO CHIEF DEVELOPMENT OFFICER 52.00 X 159067 0 21709 BRENT DIETZ I.T. DIRECTOR 48.00 X 133561 0 12191 ROSIMAR MELENDEZ HEAD OF COMMUNITY IMPACT & STRATEGIC INVESTMENT 48.00 X 129953 0 7797 832738 0 73075 6 0 1 0 JULIE ANDERSON 1541 CEDAR BAY ROAD JACKSONVILLE FL 32218 CONSULTING 124498 1 36233 43839419 43875652 SERVICE FEES 900099 31339 31339 31339 -274737 -274737 MISCELLANEOUS INCOME 900099 290823 290823 290823 43923077 31339 0 16086 37276027 37276027 94130 94130 309231 62500 184231 62500 4251024 2584455 669063 997506 176345 99386 28215 48744 332621 202020 61817 68784 8098 8098 51300 51300 1777656 1319916 308086 149654 19264 9102 10162 442502 163768 141310 137424 654510 484992 82468 87050 28024 10797 3985 13242 201672 115356 51023 35293 42286 21143 12686 8457 OPERATING SUPPLIES & EQ 1131540 397008 153141 581391 BANK CHARGES & FEES 77143 33779 43364 UNITED WAY WORLDWIDE ME 50271 35504 14767 46923644 42876104 1789202 2258338 25371249 6251259 1234908 3169064 9623556 8291198 393151 1307179 61246 651794 2525811 1915608 807436 610203 5244007 20950694 42735553 41231391 682464 2025148 955441 3626666 4165046 5264571 6190194 X 32796746 32027924 4674236 3013273 37470982 35041197 42735553 41231391 X -3000567 570782 X X 0 1 X 1 0 X 22891578 16808892 21631028 49740276 43875652 154947426 22891578 16808892 21631028 49740276 43875652 154947426 13610358 141337068 87516 71339 68525 55927 274737 558044 155505470 436656 0.90890 0.87900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2051505 332 -256581 13130 1782126 1605655 48531 450921 53602 2051505 1619733 59629 73707 1605655 1551387 5000 73302 9956 1619733 494962 1018115 69805 20502 10993 1551387 0.31000 0.69000 1 0 2525811 1915608 610203 610203 DESIGNATIONS PAYABLE 3290005 DEFERRED LEASE INCENTIVE 379274 REFUNDABLE ADVANCES 495767 4165046 X 41224159 0 41224159 2698918 2698918 43923077 43653944 0 43653944 3269700 3269700 46923644 PART V, LINE 4: AS PART OF ITS PLANNED GIVING PROGRAM, UNITED WAY ESTABLISHED AND WILL GROW ENDOWMENT FUNDS TO PROVIDE INCOME FOR SUSTAINING OPERATIONS AGAINST FLUCTUATIONS IN THE ANNUAL CAMPAIGN REVENUE; TO ENHANCE ANNUAL CAMPAIGN REVENUE FROM INCOME GENERATED BY THE ENDOWED GIFTS; AND TO PROVIDE PROGRAM FUNDING FLEXIBILITY NOT POSSIBLE THROUGH ANNUAL CAMPAIGN REVENUE INCLUDING EMERGENCY FUNDING, VENTURE GRANTS, ADMINISTRATIVE COSTS, CHALLENGE GRANTS AND INFRASTRUCTURE NEED. PART X, LINE 2: UNITED WAY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. UNITED WAY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PENSION BENEFIT -570,782. DONOR DESIGNATIONS 3,269,700. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 3,269,700. 0 ABILITY HOUSING INC 3740 BEACH BLVD JACKSONVILLE FL 32207 593087085 501 (C) (3) 22917 0 PERMANENT SUPPORTIVE AND AFFORDABLE HOUSING ALL SAINTS EARLY LEARNING & COMMUNITY CARE CENTER 4171 HENDRICKS AVENUE JACKSONVILLE FL 32207 591500774 501 (C) (3) 42757 0 INTERGENERATIONAL CARE CENTER AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PLACE JACKSONVILLE FL 32216 590662271 501 (C) (3) 24312 0 OPEN AIRWAYS FOR SCHOOLS AMERICAN RED CROSS NORTHEAST FLORIDA CHAPTER 751 RIVERSIDE AVENUE JACKSONVILLE FL 322043335 530196605 501 (C) (3) 216043 0 DISASTER SERVICES ANGELWOOD INC PO BOX 24925 JACKSONVILLE FL 32241 593212078 501 (C) (3) 25000 0 RESIDENTIAL GROUP HOME ANNIERUTH FOUNDATION 2579 WOOLERY DRIVE JACKSONVILLE FL 32211 461171456 501 (C) (3) 4100 0 EDUCATIONAL PROGRAMS AND RESOURCES BAKER COUNTY COUNCIL ON AGING INC 9264 BUCK STARLING RD MACCLENNY FL 32063 591596339 501 (C) (3) 34141 0 HOME DELIVERED MEALS PROGRAM BARNABAS CENTER INC 1303 JAMINE STREET STE 101 FERNANDINA BEACH FL 32034 592920275 501 (C) (3) 36616 0 CRISIS ASSISTANCE BASCA INC 352 STOWE AVENUE ORANGE PARK FL 32073 593318252 501 (C) (3) 25000 0 PROGRAMS TO PROVIDE ASSISTANCE BEACHES RESOURCE CENTER FOUNDATION INC 700 SEAGATE AVENUE NEPTUNE BEACH FL 32266 200048420 501 (C) (3) 1500 0 MH COUNSELING BEAM 850 6TH AVENUE S SUITE 400 JACKSONVILLE BEACH FL 32250 592564222 501 (C) (3) 22748 0 SINGLE PARENT PROJECT/BEYOND SCHOOL WALLS BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA 40 EAST ADAMS ST STE 220 JACKSONVILLE FL 32202 590683256 501 (C) (3) 144916 0 ONE TO ONE MENTORING NASSAU BOY SCOUTS OF AMERICA NORTH FLORIDA COUNCIL 521 S EDGEWOOD AVENUE JACKSONVILLE FL 32205 590637816 501 (C) (3) 85148 0 POSITIVE YOUTH DEVELOPMENT TITLE 1 BOYS AND GIRLS CLUBS OF NASSAU PO BOX 16003 FERNANDINA BEACH FL 32035 593672345 501 (C) (3) 21320 0 GREAT FUTURES BOYS AND GIRLS CLUBS OF NORTHEAST FLORIDA 555 W 25TH STREET JACKSONVILLE FL 32206 596167630 501 (C) (3) 278784 0 TRADITIONAL CLUBS BRIDGE BUILDERS UNITED INC 9390 LEM TURNER RD JACKSONVILLE FL 32208 815423218 501 (C) (3) 1600 0 POSITIVE YOUTH DEVELOPMENT CATHOLIC CHARITIES BUREAU 134 E CHURCH STREET STE 2 JACKSONVILLE FL 322023130 590624375 501 (C) (3) 60445 0 EMERGENCY FINANCIAL ASSISTANCE CHILD GUIDANCE 5776 ST AUGUSTINE ROAD JACKSONVILLE FL 32207 590704727 501 (C) (3) 1200738 0 DCPS GRANT - MENTAL HEALTH SVCS CHILDREN'S CHRISTMAS PARTY OF JACKSONVILLE PO BOX 5338 JACKSONVILLE FL 32207 593611757 501 (C) (3) 1000 0 PROVIDE TOYS TO CHILDREN IN NEED CHILDREN'S HOME SOCIETY FLORIDA BUCKNER DIVISION 3027 SAN DIEGO ROAD JACKSONVILLE FL 32207 590192430 501 (C) (3) 1017843 0 DCPS GRANT - MENTAL HEALTH SVCS CITY YEAR INC 287 COLUMBUS AVE BOSTON MA 02116 222882549 501 (C) (3) 167580 0 WHOLE SCHOOL WHOLE CHILD CLARA WHITE MISSION 613 W ASHLEY STREET JACKSONVILLE FL 32202 596002104 501 (C) (3) 77147 0 DAILY FEEDING PROGRAM CLAY BEHAVIORAL HEALTH CENTER INC 1726 KINGSLEY AVE STE 2 ORANGE PARK FL 32073 592219317 501 (C) (3) 7960 0 VOCATIONAL SERVICES COMMUNITIES IN SCHOOLS 1700 OLD MIDDLEBURG ROAD JACKSONVILLE FL 32210 581289174 501 (C) (3) 4600 0 POSITIVE YOUTH DEVELOPMENT COMMUNITIES IN SCHOOLS OF JACKSONVILLE 6261 EAST DUPONT STATION COURT JACKSONVILLE FL 32217 593027895 501 (C) (3) 5500 0 POSITIVE YOUTH DEVELOPMENT CONNECTING THRU MUSIC INC 1917 BEACH AVENUE ATLANTIC BEACH FL 32233 831825932 501 (C) (3) 7600 0 MUSIC THERAPY & ENRICHMENT DANIEL MEMORIAL INC 4203 SOUTHPOINT BOULEVARD JACKSONVILLE FL 32216 593067752 501 (C) (3) 2079661 0 PROJECT PREPARE/MENTAL HEALTH SERVICES DELORES BARR WEAVER POLICY CENTER 40 E ADAMS ST STE 130 JACKSONVILLE FL 32202 460938295 501 (C) (3) 22748 0 GIRL MATTERS CONTINUITY OF CARE DLC NURSE & LEARN 4101 1 COLLEGE STREET JACKSONVILLE FL 32205 593618761 501 (C) (3) 59800 0 SPECIALIZED CHILDRENS PROGRAM DOWNTOWN ECUMENICAL SERVICES COUNCIL INC 215 NORTH OCEAN ST JACKSONVILLE FL 32202 592437003 501 (C) (3) 25000 0 RENT AND ELECTRIC ASSISTANCE DUVAL COUNTY PUBLIC SCHOOLS 1701 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 596000589 501 (C) (3) 121282 0 FULL SERVICE SCHOOLS EARLY LEARNING COALITION OF DUVAL (SB6) 8301 CYPRESS PLAZA DRIVE STE 201 JACKSONVILLE FL 32256 593688924 501 (C) (3) 822418 0 SUCCESS BY 6 EPISCOPAL CHILDREN'S SERVICES (SB6) 8443 BAYMEADOWS ROAD STE 1 JACKSONVILLE FL 32256 591146765 501 (C) (3) 180000 0 SUCCESS BY 6 FAMILY FOUNDATIONS OF NORTHEAST FLORIDA INC 40 E ADAMS STREET SUITE 320 JACKSONVILLE FL 32202 590768265 501 (C) (3) 604048 0 MENTAL HEALTH SVCS FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 1300 RIVERPLACE BLVD STE 700 JACKSONVILLE FL 32207 593759863 501 (C) (3) 25000 0 PARENT NEEDS ASSISTANCE FITNESS AND CHARACTER EDUCATION 1015 ATLANTIC BLVD 297 ATLANTIC BEACH FL 32233 272132221 501 (C) (3) 5200 0 FULL SERVICE SCHOOLS FIVE STAR VETERANS CENTER INC 40 ACME STREET JACKSONVILLE FL 32211 453545974 501 (C) (3) 25000 0 VETERANS LIVING INDEPENDENTLY FRIENDS OF BRENTWOOD LIBRARY 101 WEST 27TH STREET JACKSONVILLE FL 32206 474519534 501 (C) (3) 4000 0 FULL SERVICE SCHOOLS GENERATION YOU EMPLOYED INC 616 A PHILLIP RANDOLPH BLVD JACKSONVILLE FL 32202 471073442 501 (C) (3) 110500 0 FINANCIAL STABILITY GIRL SCOUTS OF GATEWAY COUNCIL INC 13007 W LINEBAUGH AVE TAMPA FL 33626 590637857 501 (C) (3) 79800 0 SUMMER CAMPS GIRLS INCORPORATED OF JACKSONVILLE 100 FESTIVAL PARK AVE JACKSONVILLE FL 32202 591317196 501 (C) (3) 86208 0 STRONG SMART BOLD HOPE HAVEN CHILDREN'S CLINIC AND FAMILY CENTER 4600 BEACH BOULEVARD JACKSONVILLE FL 32207 590668485 501 (C) (3) 7862 0 ACCESS TO SUCCESS HUBBARD HOUSE INC PO BOX 4909 JACKSONVILLE FL 32201 591814635 501 (C) (3) 80700 0 EMERGENCY SERVICES/CHILDREN'S PROGRAM JACKSONVILLE AREA LEGAL AID INC 126 WEST ADAMS STREET 7TH FLOOR JACKSONVILLE FL 32202 590696291 501 (C) (3) 71988 0 LEGAL ASSISTANCE PROGRAM JACKSONVILLE ARTS AND MUSIC SCHOOL ONE INDEPENDENT DRIVE STE 3120 JACKSONVILLE FL 32202 471225657 501 (C) (3) 3000 0 FULL SERVICE SCHOOLS JACKSONVILLE PUBLIC EDUCATION FUND (PARENT ENGAGEMENT) 40 EAST ADAMS ST STE 110 JACKSONVILLE FL 32202 592756660 501 (C) (3) 44700 0 PARENT ENGAGEMENT JACKSONVILLE SPEECH AND HEARING CENTER INC 40 E ADAMS ST STE LL20 JACKSONVILLE FL 32202 590970718 501 (C) (3) 83756 0 ADULT HEARING DISORDERS/SPEECH SERVICES JASMYN 923 PENINSULAR PLACE JACKSONVILLE FL 32205 593284175 501 (C) (3) 25000 0 YOUTH HOMELESSNESS JEWISH COMMUNITY ALLIANCE 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 592620208 501 (C) (3) 135400 0 BALANCE PREVENTION/SENIOR ENGAGEMENT JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER RD JACKSONVILLE FL 32256 590637868 501 (C) (3) 2350453 0 ACHIEVERS FOR LIFE LEARN TO READ-LITERACY ALLIANCE OF NEFL PO BOX 2178 JACKSONVILLE FL 32203 237153919 501 (C) (3) 44660 0 EDUCATION ASSESSMENT AND LDS LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA INC 4615 PHILLIPS HIGHWAY JACKSONVILLE FL 322071514 591965600 501 (C) (3) 62808 0 NOURISHMENT NETWORK MALIVAI WASHINGTON YOUTH FOUNDATION 1096 WEST 6TH STREET JACKSONVILLE FL 32209 593559150 501 (C) (3) 22748 0 TNT PROGRAM MILLENNIUM SOL JAX INC 121 EAST 8TH STREET SUITE 9 JACKSONVILLE FL 32206 474929242 501 (C) (3) 400 0 PERSONAL CARE SERVICES MUSLIM AMERICAN SOCIAL SERVICES 2251 ST JOHNS BLUFF RD S JACKSONVILLE FL 322462347 465096772 501 (C) (3) 25000 0 FREE CLINIC MYGANI LLC PO BOX 12308 JACKSONVILLE FL 32206 811435749 501 (C) (3) 2000 0 FULL SERVICE SCHOOLS NASSAU COUNTY COUNCIL ON AGING 1367 SOUTH 18TH STREET FERNANDINA BEACH FL 32034 237375273 501 (C) (3) 51628 0 GERIATRIC CASE MANAGER PROGRAM NEW HEIGHTS OF NORTHEAST FLORIDA INC 3311 BEACH BLVD JACKSONVILLE FL 322073704 590718304 501 (C) (3) 85256 0 ADULT & CHILDREN THERAPY SERVICES NORTH FLORIDA OFFICE OF PUBLIC GUARDIAN INC 1425 E PIEDMONT DRIVE TALLAHASSEE FL 32308 161652866 501 (C) (3) 25000 0 CASE MANAGER POSITION NORTHEAST FLORIDA AREA AGENCY ON AGING INC DBA ELDERSOURCE 10688 OLD ST AUGUSTINE RD JACKSONVILLE FL 32257 591569867 501 (C) (3) 25000 0 SENIOR MEDS NORTHSIDE CHURCH OF CHRIST 4736 AVENUE B JACKSONVILLE FL 32209 591606667 501 (C) (3) 400 0 YOUTH SUMMER CAMP NORTHSIDE COMMUNITY INVOLVEMENT 4736 AVENUE B JACKSONVILLE FL 32209 593390714 501 (C) (3) 1600 0 FULL SERVICE SCHOOLS ONE MORE CHILD 2300 BARTRAM ROAD JACKSONVILLE FL 32207 453175893 501 (C) (3) 6500 0 FULL SERVICE SCHOOLS ONEJAX INSTITUTE AT UNF 1 UNF DR BLDG 53 STE 2750 JACKSONVILLE FL 32224 202719059 501 (C) (3) 14640 0 ONEYOUTH OPERATION NEW HOPE INC 1830 NORTH MAIN STREET JACKSONVILLE FL 322063736 593590360 501 (C) (3) 25000 0 READY4WORK PACE CENTER FOR GIRLS JACKSONVILLE 2933 UNIVERSITY BLVD N JACKSONVILLE FL 32211 592414492 501 (C) (3) 28528 0 HEALTH CLINIC PINE CASTLE INC 4911 SPRING PARK ROAD JACKSONVILLE FL 32207 590704733 501 (C) (3) 67384 0 GROUP HOME SERVICES QUIGLEY HOUSE INC PO BOX 142 ORANGE PARK FL 32067 592935027 501 (C) (3) 67948 0 EMERGENCY SHELTER AND SUPPORT SERVICES SANCTUARY ON 8TH STREET PO BOX 3301 JACKSONVILLE FL 32206 593108041 501 (C) (3) 34036 0 AFTERSCHOOL AND SUMMER PROGRAM SULZBACHER CENTER 611 EAST ADAMS STREET JACKSONVILLE FL 32202 593229898 501 (C) (3) 196968 0 HOMELESS HEALTH CARE & SHELTER SERVICES THE ARC JACKSONVILLE INC 1050 DAVIS STREET NORTH JACKSONVILLE FL 32209 596209603 501 (C) (3) 79480 0 EMPLOYMENT INITIATIVE THE ARC OF NASSAU INC 86051 HAMILTON STREET YULEE FL 32097 591404429 501 (C) (3) 25235 0 LIFE SKILLS THE BLACK COMMISSION 3607 RIBAULT SCENIC DRIVE JACKSONVILLE FL 32208 814393370 501 (C) (4) 4000 0 FULL SERVICE SCHOOLS THE CARPENTER'S SHOP CENTER 1601 UNIVERSITY BLVD JACKSONVILLE FL 32211 202828807 501 (C) (3) 24000 0 AFTERSCHOOL AND SUMMER PROGRAM THE SALVATION ARMY PO BOX 52508 JACKSONVILLE FL 32201 580660607 501 (C) (3) 368824 0 RED SHIELD LODGE & FAMILY SERVICES (CLAY, DUVAL & NASSAU) THE SOYINI CIRCLES GIRLS CORP 5922 LAWSONIA LINKS DRIVE JACKSONVILLE FL 32222 811692772 501 (C) (3) 13400 0 FULL SERVICE SCHOOLS URBAN GEOPONICS 3607 RIBAULT SCENIC DRIVE JACKSONVILLE FL 32208 462265009 501 (C) (3) 400 0 FULL SERVICE SCHOOLS US AND OUR CHILDREN INC PO BOX 18761 JACKSONVILLE FL 32229 061690984 501 (C) (3) 22100 0 FULL SERVICE SCHOOLS VISION IS PRICELESS COUNCIL INC 3 SHIRCLIFF WAY SUITE 546 JACKSONVILLE FL 32204 593386495 501 (C) (3) 25000 0 VISION CARE SERVICES WE CARE JACKSONVILLE 4080 WOODCOCK DR BLDG 2400 STE 130 JACKSONVILLE FL 32207 593431724 501 (C) (3) 148304 0 ACCESS TO HEALTHCARE WOMENS CENTER OF JACKSONVILLE 5644 COLCORD AVENUE JACKSONVILLE FL 32211 237437216 501 (C) (3) 25000 0 RAPE CRISIS AND SAFE PROGRAM YMCA OF FLORIDA'S FIRST COAST INC 40 EAST ADAMS ST STE 210 JACKSONVILLE FL 32202 590638514 501 (C) (3) 177976 0 YMCA URBAN TEEN & HEALTH PROGRAMS YOUTH CRISIS CENTER 3015 PARENTAL HOME ROAD JACKSONVILLE FL 32216 592176287 501 (C) (3) 109990 0 YOUNG ADULTS EMERGENCY SHELTER & MENTAL HEALTH SVCS 87 0 RENT ASSISTANCE 51 53997 STUFF THE BUS 20133 PRIORITY GOAL ALLOCATIONS 20000 PART I, LINE 2: BECAUSE FUNDING IS REPORTED BY PURPOSE, AGENCIES MAY BE LISTED MORE THAN ONCE. HOWEVER, THE DOLLARS ARE NOT DUPLICATED. A VOLUNTEER COMMITTEE OF ACCOUNTING PROFESSIONALS REVIEWS THE FINANCIAL STATEMENTS OF THE AGENCIES REQUESTING FUNDING TO ENSURE PROPER USE OF UNITED WAY FUNDS. FUNDING IS GRANTED BASED ON THE CRITICALITY OF THE NEED BEING ADDRESSED BY THE PROGRAM, THE PROGRAM'S IMPACT ON ADDRESSING THE NEED, THE PARTICIPANTS' RESULTS IN THE PROGRAM, THE UTILIZATION OF THE PROGRAM'S CAPACITY AND THE IMPORTANCE OF UNITED WAY FUNDING TO THE SUCCESS OF THE PROGRAM. FUNDING IS GRANTED THROUGH TARGETED NOTICE OF FUNDING OPPORTUNITIES (NOFO) WITH FORMAL REVIEW PROCESSES OCCURRING ANNUALLY. BI-ANNUAL REPORTS OF PERFORMANCE MEASURES AND UTILIZATION OF CAPACITY ARE REVIEWED BY STAFF AND VOLUNTEERS. IN ADDITION, UNITED WAY OF NORTHEAST FLORIDA IS AN OPEN DONOR CHOICE ORGANIZATION AND DISTRIBUTES DONOR DESIGNATIONS AS REQUESTED. X X X X 0 0 0 0 0 0 0 0 0 MICHELLE BRAUN PRESIDENT, CEO AND BOARD SECRETARY 238533 0 25000 0 0 0 16500 0 14878 0 294911 0 0 0 MAUREEN MERCHO CHIEF DEVELOPMENT OFFICER 154067 0 5000 0 0 0 9518 0 12191 0 180776 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B UNITED WAY'S BOARD OF DIRECTORS ESTABLISHED AN AUDIT COMMITTEE TO ASSIST THE DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE MET WITH THE INDEPENDENT AUDITORS ON OCTOBER 10, 2022. THEY DISCUSSED THE AUDIT PROCESS; REVIEWED AND ACCEPTED THE AUDIT; AND MET IN EXECUTIVE SESSION WITH THE AUDIT TEAM. AT THE FEBRUARY 02, 2023 AUDIT COMMITTEE MEETING, THE IRS FORM 990 WAS REVIEWED, FOLLOWED BY REVIEW BY THE BOARD OF DIRECTORS AT THE FEBRUARY 16, 2023 MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS, AUDIT COMMITTEE MEMBERS AND STAFF MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY INCLUDED IN THE CODE OF ETHICS AND CERTIFY THEY RECOGNIZE AND UNDERSTAND THEIR OBLIGATIONS AND DISCLOSE ANY CONFLICTS. SHOULD SITUATIONS ARISE DURING THE COURSE OF THE YEAR, THE INDIVIDUAL IMMEDIATELY DISCLOSES THE NEW SITUATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND APPROVED WITH THE BUDGET. THE MOST RECENT NATIONAL UNITED WAY COMPENSATION STUDY AND LOCAL MARKET DATA ARE PART OF THE ANALYSIS PROCESS. IN ADDITION ORGANIZATIONAL GROWTH, STRATEGIC DIRECTION AND INDIVIDUAL RESPONSIBILITIES AND PERFORMANCE ARE CONSIDERED WHEN THE PRESIDENT DETERMINES ANNUAL COMPENSATION FOR EACH LEADERSHIP TEAM MEMBER. THE PRESIDENT'S COMPENSATION IS EVALUATED AND SET ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 UNITED WAY PROVIDES GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. BOTH PRIOR YEAR AND CURRENT YEAR AUDITS ARE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG/ABOUT-US/FINANCIAL-INFORMATION/ FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY PROVIDES GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. BOTH PRIOE YEAR AND CURRENT YEAR AUDITS ARE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG/ABOUT-US/FINANCIAL-INFORMATION/ FORM 990, PART XI, LINE 9: CHANGE IN PENSION BENEFIT 570,782. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.