2023-05-15T13:29:24-05:00 2022-06-30 874032754 WHITTAKER COOPER (GRENNAN FENDER LLP) 1692 W HIBISCUS BLVD MELBOURNE FL 32901 990 2021-07-01 590836384 UNITED WAY OF BREVARD COUNTY UNIT 3216312740 1100 ROCKLEDGE BLVD SUITE 300 ROCKLEDGE FL 32955 CARON PARTRIDGE INTERIM PRESIDENT 3216312740 2023-05-15 1 CARON PARTRIDGE 999009999 LYNN IACOPELLI CPA P01081289 3217233352 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CARON PARTRIDGE 1100 ROCKLEDGE BLVD SUITE 300 ROCKLEDGE FL 32955 8514243 0 X WWW.UWBREVARD.ORG X 1957 FL UNITED WAY IS THE TRUSTED COMMUNITY SOURCE THAT MOBILIZES OUR COMMUNITY TO CARE. ULTIMATELY, THIS CREATES A STRONGER ECONOMY AND A BETTER PLACE TO LIVE FOR ALL. SEE ADDITIONAL INFORMATION ON SCHEDULE O. 55 55 49 650 0 0 14010206 8254300 0 0 106224 201152 433112 45603 14549542 8501055 3567163 4066538 0 0 2183093 2351063 0 0 620735 8142934 1828652 13893190 8246253 656352 254802 8481850 7759735 3496973 3485507 4984877 4274228 X TO BE BREVARD'S LEADER IN MOBILIZING THE CARING POWER OF OUR COMMUNITY. 0 0 5898079 3711856 53411 UNITED WAY OF BREVARD PARTNER AGENCIES ARE A DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO PROVIDE CRITICAL SERVICES TO OUR COMMUNITY AND MEET COMPREHENSIVE FUNDING STANDARDS AND BI-ANNUAL PERFORMANCE REVIEWS FOR EFFICIENT, HIGH-QUALITY PROGRAMS SERVING BREVARD COUNTY RESIDENTS. AGENCIES MUST DEMONSTRATE ACCOUNTABILITY AND COMPLETE ALL REPORTING REQUIREMENTS IN ADDITION TO MAINTAINING ESTABLISHED STANDARDS OF PERFORMANCE. 80 COMMUNITY VOLUNTEERS SPENT OVER 1,000 HOURS REVIEWING FUNDING APPLICATIONS, FISCAL PERFORMANCE AND OUTCOMES IN ORDER TO RECOMMEND FUNDING LEVELS TO THE UNITED WAY BOARD OF DIRECTORS. 43 PARTNER AGENCY PROGRAMS WILL SERVE MORE THAN 200,000 PEOPLE THROUGHOUT THE BREVARD COMMUNITY. IN ADDITION TO DOLLARS DONATED THROUGH THE COMMUNITY CARE FUND, DONORS ALSO HAVE THE OPPORTUNITY TO DIRECT THEIR FUNDS TO A SPECIFIC NOT FOR PROFIT AGENCY. 987945 7066 HEALTHY FAMILIES BREVARD IS A PROGRAM DESIGNATED TO PREVENT CHILD ABUSE AND NEGLECT AND PROMOTE HEALTHY CHILD DEVELOPMENT. SINCE 1999, HEALTHY FAMILIES BREVARD HAS HELPED PARENTS WITH THEIR MOST IMPORTANT ROLE - NURTURING AND RAISING THEIR CHILDREN IN A SAFE AND HEALTHY HOME. UNITED WAY OF BREVARD IS THE DIRECT SERVICE PROVIDER FOR THIS HIGHLY SUCCESSFUL PROGRAM. DURING 2021/2022 2,399 HOME VISITS WERE COMPLETED AND 236 FAMILIES WERE SERVED BY THIS PROGRAM. IN ADDITION, 1,416 REFERRALS WERE MADE TO OTHER COMMUNITY AGENCIES. 497146 347616 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) SUPPORTS LONG-TERM SOLUTIONS TO HOUSING CHALLENGES OF ELIGIBLE PERSONS BY PROVIDING FUNDING FOR EMERGENCY AND TEMPORARY HOUSING NEEDS OF PERSONS WITH HIV/AIDS.FOR FY 21-22 $486,774 IN FUNDING PROVIDED CRITICAL SERVICES TO IMPROVE ACCESS TO HIV TREATMENT AND HEALTHCARE AND REDUCED THE RISK OF HOMELESSNESS AMONG PEOPLE LIVING WITH HIV/AIDS. UNITED WAY OF BREVARD DISTRIBUTED THESE FUNDS TO AGENCIES SERVING THE ENTIRE COUNTY AND PERFORMED ALL REPORTING TO THE FL DEPARTMENT OF HEALTH. UNITED WAY OF BREVARD WAS ALSO RESPONSIBLE FOR THE MONITORING OF SUBCONTRACTORS PROVIDING DIRECT SERVICE. HOPWA FUNDING PROVIDED CASE MANAGEMENT, HOUSING AND UTILITIES ASSISTANCE TO 218 PERSONS WITH HIV/AIDS. 7383170 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 98 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 55 55 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X UNITED WAY OF BREVARD COUNTY 3216312740 1100 ROCKLEDGE BLVD ROCKLEDGE FL 32955 DEBBIE GOODE PAST BOARD CHAIR 0.50 X X 0 0 0 LAURA CHIESMAN BOARD CHAIR 0.80 X X 0 0 0 LYNDA WEATHERMAN BOARD CHAIR-ELECT 0.80 X X 0 0 0 JOHNETTE GINDLING VICE CHAIR/OVERSIGHT 0.80 X X 0 0 0 MOSES HARVIN II VICE CHAIR/COMMUNITY 0.80 X X 0 0 0 ROBB MORRISON TREASURER 0.80 X X 0 0 0 HEATHER MCDONOUGH MEMBER-AT-LARGE 0.50 X 0 0 0 MIKE WILLIAMS MEMBER-AT-LARGE 0.50 X 0 0 0 LOUIS D WILSON MEMBER-AT-LARGE 0.50 X 0 0 0 KRISTIN COLACCHIO MEMBER-AT-LARGE 0.50 X 0 0 0 FRANK ABBATE DIRECTOR 0.50 X 0 0 0 HENRY ANDERSSON DIRECTOR 0.50 X 0 0 0 TIM ANTONITION MEMBER-AT-LARGE 0.50 X 0 0 0 MICHAEL AYERS DIRECTOR 0.50 X 0 0 0 MARA BELLABY DIRECTOR 0.50 X 0 0 0 DANA BLICKLEY DIRECTOR 0.50 X 0 0 0 PASCAL BUDGE DIRECTOR 0.50 X 0 0 0 LAURIE CAPPELLI DIRECTOR 0.50 X 0 0 0 RANDY COLEMAN DIRECTOR 0.50 X 0 0 0 ERIK COSTIN DIRECTOR 0.50 X 0 0 0 DEL CRAGIN DIRECTOR 0.50 X 0 0 0 FRANK DIBELLO DIRECTOR 0.50 X 0 0 0 JASON FLEISCHMAN DIRECTOR 0.50 X 0 0 0 MARCIA GAEDCKE DIRECTOR 0.50 X 0 0 0 MICHELE GOODWIN DIRECTOR 0.50 X 0 0 0 ERIC JOHNS DIRECTOR 0.50 X 0 0 0 DR SUMMERPAL S KAHLON DIRECTOR 0.50 X 0 0 0 SHANNON LEWIS DIRECTOR 0.50 X 0 0 0 MARK MALEK DIRECTOR 0.50 X 0 0 0 CHRIS MCALPINE DIRECTOR 0.50 X 0 0 0 DR DWAYNE MCCAY DIRECTOR 0.50 X 0 0 0 PETER MONTGOMERY DIRECTOR 0.50 X 0 0 0 DR MARK MULLINS DIRECTOR 0.50 X 0 0 0 REGINA OENBRINK DIRECTOR 0.50 X 0 0 0 DAVE OTT DIRECTOR 0.50 X 0 0 0 SISI PACKARD DIRECTOR 0.50 X 0 0 0 TRAVIS PROCTOR DIRECTOR 0.50 X 0 0 0 ANDY ROMINE DIRECTOR 0.50 X 0 0 0 SUMMIT SHAH DIRECTOR 0.50 X 0 0 0 JENNIFER SUGARMAN DIRECTOR 0.50 X 0 0 0 BART GAETJENS CAMPAIGN CHAIR 0.80 X 0 0 0 JACKIE BARKER MEMBER-AT-LARGE 0.50 X 0 0 0 DENNIS BROUGHTON DIRECTOR 0.50 X 0 0 0 WES COVELL DIRECTOR 0.50 X 0 0 0 DR KRISTOPHER DOAN DIRECTOR 0.50 X 0 0 0 RON FORSTON DIRECTOR 0.50 X 0 0 0 COREY LANCASTER DIRECTOR 0.50 X 0 0 0 MELANIE RAKITA DIRECTOR 0.50 X 0 0 0 CORDELL ROLLE DIRECTOR 0.50 X 0 0 0 SUZANNE SHERMAN DIRECTOR 0.50 X 0 0 0 DR DEDRA SIBLEY DIRECTOR 0.50 X 0 0 0 ROBERT RAINS PRESIDENT 40.00 X 179384 0 25115 DAWN PATRELLA VP OF FINANCE/ADMIN. 40.00 X 0 0 0 179384 0 25115 1 1 1 0 0 1966427 6287873 851712 8254300 163508 163508 37644 0 37644 37644 37644 5380 13188 -7808 -7808 ADMINISTRATION FEE INC 561499 28251 28251 25160 25160 53411 8501055 53411 0 193344 4066538 4066538 223729 134237 44746 44746 1653892 1241372 102258 310262 102981 79925 6985 16071 234108 186927 9763 37418 136353 100865 9902 25586 33040 14949 15011 3080 17862 17862 161692 133346 17931 10415 187148 87404 9388 90356 77333 64364 3738 9231 143765 104675 10240 28850 40468 35481 1312 3675 7645 5129 334 2182 134641 105485 7054 22102 12013 9452 614 1947 13937 11545 579 1813 IN KIND GIFTS 840855 840855 GRANT EXPENDITURES 127972 127972 DUES AND FEES 13447 10989 115 2343 16834 3798 2378 10658 8246253 7383170 242348 620735 717441 655991 595909 555611 2105505 1815267 201363 301744 12545 35496 29805 67994 52989 21425 15005 4795082 4363852 9629 9915 8481850 7759735 161481 149875 3335492 3335632 3496973 3485507 X 4458390 3784618 526487 489610 4984877 4274228 8481850 7759735 X 254802 -705644 -259807 X 0 1 X 1 1 1 X 8620397 8849502 8320072 14010206 8254300 48054477 8620397 8849502 8320072 14010206 8254300 48054477 10736016 37318461 111843 151619 167121 106224 163508 700315 48754792 0.76540 0.86700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 782624 216242 -32102 966764 632474 278532 -128382 782624 512874 161115 -41515 632474 467891 13187 31796 512874 438591 9250 20050 467891 1.00000 0 0 4184 2928 1256 17401 11386 6015 46409 38675 7734 15005 UW ALLOCATIONS 2856000 DONOR DESIGNATIONS PAYABLE 463425 PUBLIX EMERGENCY ASSISTANCE FUND 16207 3335632 X 7126572 -705644 -705644 7832216 17862 650977 668839 8501055 7837221 0 7837221 17862 391170 409032 8246253 PART X, LINE 2: UWBC IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. FASB ASC 740, ACCOUNTING FOR INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE OF THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT EVALUATES THE ORGANIZATIONS TAX POSITIONS ON AN ANNUAL BASIS, BOTH PAST AND CURRENT. IF MANAGEMENT DETERMINES THAT A PAST OR CURRENT TAX POSITION IS UNCERTAIN THEN A TAX LIABILITY IS CALCULATED TO REPRESENT THE INCREASE IN TAXES ANTICIPATED UPON EXAMINATION. AS OF JUNE 30, 2022, MANAGEMENT HAS DETERMINED THAT ALL PAST AND CURRENT TAX POSITIONS WERE LIKELY TO BE REALIZABLE AND SUSTAINABLE UPON EXAMINATION AND THAT THE CALCULATION OF A TAX LIABILITY WAS NOT NECESSARY. TAX YEARS ENDED JUNE 30, 2020 THROUGH 2022 REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGATIONS RECEIVED $650,977 PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID $391,170 1 2-1-1 BREVARD PO BOX 561627 ROCKLEDGE FL 32956 591897447 501(C)(3) 170000 0 ALLOCATION AGING MATTERS IN BREVARD 3600 WEST KING STREET SUITE 1 COCOA FL 32926 591110325 501(C)(3) 233293 0 ALLOCATION AMERICAN RED CROSS SPACE COAST CHAPTER- 10022 1700 CEDAR STREET ROCKLEDGE FL 32955 590668470 501(C)(3) 75000 0 ALLOCATION AMIKIDS SPACE COAST THE MELBOURNE CENTER FOR PERSONAL GROWTH 1000 INSPIRATION LANE MELBOURNE FL 32934 592869412 501(C)(3) 50000 0 ALLOCATION BIG BROTHERS BIG SISTERS OF CENTRAL FLORIDA COUNCIL 618 EAST SOUTH STREET SUITE 500 ORLANDO FL 32801 596555007 501(C)(3) 78000 0 ALLOCATION BOY SCOUTS OF AMERICA CENTRAL FLORIDA 1951 SOUTH ORANGE BLOSSOM TRAIL SUITE 102 APOPKA FL 32703 590624376 501(C)(3) 18000 0 ALLOCATION BOYS & GIRLS CLUBS OF CENTRAL FLORIDA 101 EAST COLONIAL DRIVE ORLANDO FL 32801 590951887 501(C)(3) 160000 0 ALLOCATION BREVARD ACHIEVEMENT CENTER 1845 COGSWELL STREET ROCKLEDGE FL 32955 591203280 501(C)(3) 138000 0 ALLOCATION BREVARD ALZHEIMERS FOUNDATION 4676 NORTH WICKHAM ROAD MELBOURNE FL 32935 593369526 501(C)(3) 75000 0 ALLOCATION BREVARD COUNTY LEGAL AID 1038 HARVIN WAY SUITE 100 ROCKLEDGE FL 32955 591301750 501(C)(3) 53000 0 ALLOCATION BREVARD ZOO EAST COAST ZOOLOGICAL SOCIETY OF FL 8225 NORTH WICKHAM ROAD MELBOURNE FL 32940 592496749 501(C)(3) 20000 0 ALLOCATION BRIDGES BTC 1694 CEDAR STREET ROCKLEDGE FL 32955 590905505 501(C)(3) 56000 0 ALLOCATION CATHOLIC CHARITIES OF CENTRAL FLORIDA 1819 NORTH SEMORAN BOULEVARD ORLANDO FL 32807 591214353 501(C)(3) 32000 0 ALLOCATION CENTRAL BREVARD SHARING CENTER 113 AURORA STREET COCOA FL 32922 591839108 501(C)(3) 163000 0 ALLOCATION CHILDREN'S ADVOCACY CENTER OF BREVARD 1100 ROCKLEDGE BOULEVARD SUITE 200 ROCKLEDGE FL 32955 592432318 501(C)(3) 43293 0 ALLOCATION CHILDRENS HOME SOCIETY OF FL- BREVARD 1403 DIXON BOULEVARD COCOA FL 32922 590192430 501(C)(3) 23000 0 ALLOCATION CLUB ESTEEM 3316 SOUTH MONROE STREET MELBOURNE FL 32901 593317831 501(C)(3) 65000 0 ALLOCATION CROSSWINDS YOUTH SERVICES 1407 DIXON BOULEVARD COCOA FL 32922 237376943 501(C)(3) 53000 0 ALLOCATION EARLY LEARNING COALITION OF BREVARD COUNTY 1018 SOUTH FLORIDA AVENUE ROCKLEDGE FL 32955 593651961 501(C)(3) 267000 0 ALLOCATION GIRL SCOUTS OF CITRUS COUNCIL 341 NORTH MILLS AVENUE ORLANDO FL 32803 590696293 501(C)(3) 18000 0 ALLOCATION GRANDPARENTS RAISING GRANDCHILDREN OF BREVARD COUNTY FLORIDA 123 BARTON BOULEVARD SUITE 102 ROCKLEDGE FL 32955 593712039 501(C)(3) 18000 0 ALLOCATION HOUSING FOR HOMELESS 4087 US HIGHWAY 1 SUITE 3 ROCKLEDGE FL 32955 592981409 501(C)(3) 37000 0 ALLOCATION JUNIOR ACHIEVEMENT OF THE SPACE COAST 1275 SOUTH PATRICK DRIVE SUITE E SATELLITE BEACH FL 32937 592461562 501(C)(3) 18000 0 ALLOCATION LIFETIME COUNSELING CENTER 1100 ROCKLEDGE BOULEVARD ROCKLEDGE FL 32955 592432318 501(C)(3) 78500 0 ALLOCATION LINKS OF HOPE 3735 NORTH INDIAN RIVER DRIVE COCOA FL 32926 010553077 501(C)(3) 24000 0 ALLOCATION NATIONAL VETERANS HOMELESS SUPPORT 1436 WEST KING STREET COCOA FL 32922 352330290 501(C)(3) 17000 0 ALLOCATION NEIGHBOR UP BREVARD FORMERLY BNDC 1151 MASTERSON STREET MELBOURNE FL 32935 593483505 501(C)(3) 51000 0 ALLOCATION NEW LIFE MISSION PO BOX 362203 MELBOURNE FL 32936 261686406 501(C)(3) 18000 0 ALLOCATION NORTH BREVARD CHARITIES SHARING CENTER 4475 SOUTH HOPKINS AVENUE TITUSVILLE FL 32780 593079635 501(C)(3) 113000 0 ALLOCATION PROJECT RESPONSE 745 SOUTH APOLLO BOULEVARD MELBOURNE FL 32901 593036563 501(C)(3) 38000 0 ALLOCATION SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(C)(3) 82000 0 ALLOCATION SERENE HARBOR CONFIDENTIAL PER STATE STATUTE PALM BAY FL 32910 593115093 501(C)(3) 53500 0 ALLOCATION SPACE COAST DISCOVERY ACADEMY OF PROMISING FUTURES 3790 DAIRY ROAD MELBOURNE FL 32904 592858471 501(C)(3) 20000 0 ALLOCATION STEPS 1033 NORTH PINE HILLS ROAD SUITE 300 ORLANDO FL 32808 630836930 501(C)(3) 31500 0 ALLOCATION THE CHILDREN'S HUNGER PROJECT 1855 WEST KING STREET COCOA FL 32926 364686823 501(C)(3) 30000 0 ALLOCATION THE CHILDRENS CENTER NORTH BREVARD MEDICAL SUPPORT 5650 SOUTH WASHINGTON AVENUE TITUSVILLE FL 32780 593074052 501(C)(3) 30000 0 ALLOCATION THE HAVEN FOR CHILDREN 555 GRANT AVENUE SATELLITE BEACH FL 32937 592722408 501(C)(3) 15000 0 ALLOCATION THE SALVATION ARMY NORTH CENTRAL BREVARD CORPS 919 WEST PEACHTREE STREET COCOA FL 32922 580660607 501(C)(3) 69500 0 ALLOCATION THE SALVATION ARMY OF SOUTH BREVARD COUNTY 1080 SOUTH HICKORY STREET MELBOURNE FL 32901 580660607 501(C)(3) 84000 0 ALLOCATION WOMEN'S CENTER OF BREVARD 1425 AURORA ROAD MELBOURNE FL 32935 591628264 501(C)(3) 99000 0 ALLOCATION MY COMMUNITY CARES 301 GROVE BOULEVARD MERRITT ISLAND FL 32953 463723291 501(C)(3) 20000 0 STRATEGIC ALLOCATION ROLLING READERS SPACE COAST 101 PIRATE LANE PORTABLE 27 MELBOURNE FL 32901 593755192 501(C)(3) 18000 0 STRATEGIC ALLOCATION CHILDREN'S HOME SOCIETY - ENDEAVOUR COMM SCHOOL 482 SOUTH KELLER ROAD 3RD FLOOR ORLANDO FL 32810 590192430 501(C)(3) 22000 0 STRATEGIC ALLOCATION 2-1-1 BREVARD HELP ME GROW PO BOX 561627 ROCKLEDGE FL 32956 591897447 501(C)(3) 12000 0 STRATEGIC ALLOCATION COMPUTERS ADVANCING EDUCATION PO BOX 902 SHARPES FL 32959 753130752 501(C)(3) 8000 0 STRATEGIC ALLOCATION NATIONAL TECHNICAL ASSOC-SPACE COAST CHAPTER 1686 MARYWOOD ROAD MELBOURNE FL 32934 521699722 501(C)(3) 10000 0 STRATEGIC ALLOCATION BENEFITS CONNECTION - SECOND HARVEST FOOD BANK 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(C)(3) 24000 0 STRATEGIC ALLOCATION BREVARD LEGAL AID - MISSION UNITED MEDICAL LEGAL PARTNERSHIP 1038 HARVIN WAY SUITE 100 ROCKLEDGE FL 32955 591301750 501(C)(3) 36120 0 STRATEGIC ALLOCATION 48 0 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS 1. AGENCY ALLOCATIONS: MEMBER AGENCIES THAT RECEIVE AN ALLOCATION SUBMIT AN ANNUAL PROGRAM NARRATIVE AND BUDGET. EACH AGENCY UNDERGOES A SITE VISIT BY UNITED WAY OF BREVARD STAFF AND VOLUNTEERS TO REVIEW THE FUNDED PROGRAM(S). AGENCIES ALSO SUBMIT A MID-YEAR REPORT AND AN END-OF-YEAR REPORT THAT DETAILS THE USE OF THE GRANT FUNDS FOR THE YEAR. 2. DONOR DESIGNATIONS: UNITED WAY OF BREVARD REQUIRES AN AGENCY TO BE CLASSIFIED AS A 501(C)(3) EXEMPT ORGANIZATION TO RECEIVE DESIGNATED FUNDS FROM DONORS. UNITED WAY OF BREVARD REQUIRES EACH DESIGNATED AGENCY TO RETURN A FORM ANNUALLY THAT PROVES THEIR 501(C)(3) STATUS AND CERTIFY THAT THE AGENCY WILL COMPLY WITH ALL OF THE REQUIREMENTS OF THE PATRIOT ACT. 0 0 0 0 0 0 0 0 0 ROBERT RAINS PRESIDENT 173384 0 6000 0 0 0 3709 0 21406 0 204499 0 0 0 X 151805 THRIFT STORE PRICES X 112267 THRIFT STORE PRICES X 830 ESTIMATED PURCHASE PRICE X 586810 ESTIMATED PURCHASE PRICE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EVERY CONTRIBUTOR OF CASH DONATIONS, OR CASH EQUIVALENT, THEREBY BECOMES A MEMBER OF THE CORPORATION AND IS ENTITLED TO VOTE AT ALL MEETING OF THE MEMBERS DURING THE ANNUAL YEAR OF THE CORPORATION FOLLOWING THE CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE ALLOWED TO VOTE AT THE ANNUAL MEETING. THE ANNUAL MEETING OF THE UNITED WAY OF BREVARD, INC. IS HELD FOR THE TRANSACTION OF BUSINESS AND THE ELECTION OF MEMBERS TO ITS BOARD OF DIRECTORS. IT IS HELD AT SUCH TIME AS MAY BE FIXED BY THE EXECUTIVE COMMITTEE, UPON THE CALL OF THE CHAIR OF THE BOARD, OR IN HIS/HER ABSENCE, BY THE CHAIR-ELECT OF THE SELECTED VICE CHAIR. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE PRIMARY GOVERNANCE DECISION RESERVED TO MEMBERS IS TO ELECT BOARD MEMBERS AT THE ANNUAL MEETING. ONCE SEATED, THE BOARD ELECTS ITS OWN OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COMPLETED DRAFT OF THE IRS FORM 990 IS EMAILED TO THE BOARD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ETHICS POLICY (WHICH CONTAINS THE CONFLICT OF INTEREST POLICY) IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE ENTIRE STAFF BY THE ETHICS OFFICER. EACH YEAR THE BOARD OF DIRECTORS AND THE ENTIRE STAFF ARE REQUIRED TO REVIEW THE POLICY, DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN A STATEMENT THAT THEY HAVE REVIEWED THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 NONE OF THE OFFICERS OF THE ORGANIZATION'S BOARD RECEIVE COMPENSATION. THE ORGANIZATION'S DIRECTOR RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE EXECUTIVE ASSISTANT INFORMING HER OF THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 IF A REQUEST IS MADE, UNITED WAY OF BREVARD, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR REVIEW AT ITS OFFICE LOCATED AT 1100 ROCKLEDGE BLVD, SUITE 300. FORM 990, PART XI, LINE 9: DONOR RELATED FUNDS -259,807. FORM 990 - ADDITIONAL INFORMATION UNITED WAY BELIEVES THAT WHEN YOU GIVE A PERSON A CHANCE THERE IS AN OPPORTUNITY TO MAKE POSITIVE LASTING CHANGE. THAT'S WHY WE FIGHT FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON. 2020 CHALLENGED US. AND EVERY CHALLENGE TAUGHT US A POWERFUL LESSON OF WHERE WE NEED TO SHIFT OUR ATTENTION TO ENSURE WE ARE CHANGING LIVES AND STRENGTHENING OUR COMMUNITY. THAT'S WHY OUR WORK FOCUSES ON EQUITY, ADDRESSING EDUCATIONAL GAPS AND INCREASING CARE FOR OUR VETERANS. WE'LL ALSO CONTINUE TO PROVIDE RELIEF TO THE NEARLY 90,000 HOUSEHOLDS IN OUR COMMUNITY STRUGGLING TO MAKE ENDS MEET BY FUNDING OUR NETWORK OF 43 PARTNER AGENCIES. WHEN YOU MAKE THE DECISION TO GIVE TO UNITED WAY, YOU ARE GIVING SOMEONE A CHANCE TO CHANGE THEIR LIFE. KEY HIGHLIGHTS: * OUR COMMUNITY CAMPAIGN RAISED $5,600,000 FOR LOCAL HEALTH AND HUMAN SERVICE PARTNERS. BART GAETJENS, FLORIDA POWER AND LIGHT SERVED AS OUR 2021 UNITED WAY CAMPAIGN CHAIR. UP SLIGHTLY, BY 1.2% ($65,000), UNITED WAY IS PROUD OF THE EFFORT AND RESULT DURING THIS GLOBAL PANDEMIC YEAR. *L3HARRIS AND ITS EMPLOYEES WERE THE LARGEST CONTRIBUTORS, RAISING $1.5M. PUBLIX SUPER MARKETS AND ITS ASSOCIATES AGAIN JOINED L3HARRIS IN THE MILLION DOLLAR CIRCLE THIS YEAR BY RAISING $1M MAKE IT THE SECOND LARGEST CAMPAIGN. * GRANTS SECURED: O VOLUNTEER INCOME TAX ASSISTANCE PROGRAM - VITA ($34,871) O HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) ($430,272) O HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) CARES ACT ($57,066) O UNIVERSITY OF SOUTH FLORIDA AFFORDABLE CARE ACT GRANT ($237,736) O CORPORATE GRANTS TO SUPPORT OUR INITIATIVES ($87,500) * GIFTS IN KIND DISTRIBUTED $851,712 WORTH OF ITEMS SUCH AS DIAPERS, CAR SEATS, HYGIENE PRODUCTS, DISASTER ITEMS AND OTHER GOODS. * FINANCES - WE RECEIVED AN UNMODIFIED AUDIT FOR 2021-22 FROM GRENNAN FENDER. * THE COMMUNITY CARE FUND/ALLOCATIONS PROCESS RETURNED TO IN-PERSON THIS YEAR. PANEL VOLUNTEERS SPENT OVER 900 VOLUNTEER VISITING AND REVIEWING AGENCY FUNDING REQUESTS. * LOCALLY, 650 VOLUNTEERS DONATED 5,979 HOURS TO UNITED WAY LAST YEAR, WHICH TRANSLATED TO A VALUE OF $179,071 ACCORDING TO THE POINTS OF LIGHT FOUNDATION. * HEALTHY FAMILIES ENSURING CHILDREN LIVE IN A SAFE, HEALTHY ENVIRONMENT IS ESSENTIAL. THAT'S WHY WE OFFER A DIRECT PROVEN PROGRAM TO PREVENT CHILD ABUSE AND NEGLECT. HEALTHY FAMILIES HELPED 236 PARENTS OF NEWBORNS LEARN HOW TO BE THE BEST THEY CAN BE AT THEIR MOST IMPORTANT JOBRAISING AND NURTURING THEIR CHILDREN. THIS PROGRAM IS FUNDED BY TWO GRANTS TOTALING $1,352,578. * TAX PREPARATION CREATING EMPOWERED, MORE FINANCIALLY STABLE CITIZENS IS THE GOAL BEHIND THE FREE TAX PREP SERVICE BY UNITED WAY. TAX PROGRAM VOLUNTEERS PREPARED 1,426 TAX RETURNS FOR LOW TO MODERATE INCOME WORKERS, SAVING TAXPAYERS AN AVERAGE OF $250 PER TAX RETURN AND CREATING AN ESTIMATED COMMUNITY IMPACT OF $1.4M. * OUR TARGETED CARE OPTIONS INCLUDE THE FOLLOWING AREAS WHICH ALLOW A GIFT TO BE RESTRICTED TO A SPECIFIC AREA OF OUR IMPACT WORK WITH VOLUNTEER OVERSIGHT AND INPUT. TARGETED IMPACT AREAS INCLUDE THE FOLLOWING: - EARLY GRADE READING EARLY BRAIN DEVELOPMENT IS VITAL FOR KIDS TO THRIVE BY THE AGE OF FIVE. THAT'S WHY UNITED WAY INVESTS IN THESE STRATEGIES FOR EDUCATIONAL SUCCESS. O SUMMER FEED AND READ THIS PAST SUMMER WE SERVED 4,000 CHILDREN, DISTRIBUTED MORE THAN 30,000 BRAND-NEW, FREE BOOKS AND 15,000 TAKE-HOME FOOD PACKS. O RUN UNITED THIS PROGRAM WITH BREVARD PUBLIC SCHOOLS WORKS TO INCREASE BOTH PHYSICAL AND BRAIN ACTIVITY WITH A 30 MINUTE BEFORE-SCHOOL WALKING/RUNNING PROGRAM. O SUMMER SLIDE UNITED WAY LEADS AN INITIATIVE WITH BREVARD PUBLIC SCHOOLS TO PROMOTE THE IMPORTANCE OF READING OVER THE SUMMER TO 35,000 LOCAL ELEMENTARY STUDENTS. STUDIES SHOW STUDENTS CAN LOSE 1 TO 3 MONTHS OF LEARNING OVER THE SUMMER. - EQUITY IN BREVARD UNITED WAY WILL INVEST IN ORGANIZATIONS, NETWORKS AND PROGRAMS THAT SPARK DIALOGUE AND ACTION TO IMPROVE EQUITY IN BREVARD. ACHIEVING THIS REQUIRES A COMMITMENT AND A SUSTAINED EFFORT THAT CAN ONLY BE ACCOMPLISHED WHEN ALL PARTIES COME TOGETHER TO ACT UNITED. - MISSION UNITED THIS INITIATIVE CONNECTS VETERANS AND THEIR FAMILIES WITH THE SERVICES THEY NEEDFROM SECURING A ROOF OVER THEIR HEADS, TO FINDING A STABLE JOB, TO GETTING HEALTH TREATMENT.