UNITED WAY OF MARION CO INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARION CO INC (EIN 59-0946642)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202541349349301604
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T06:38:53-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883726494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWELL AND JONES CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 SW MAIN BLVD | AddressLine1Txt |
| City | LAKE CITY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320256685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590946642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARION COUNTYINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3527329696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 Ne 2Nd Street | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HAIGHT | PersonNm |
| Person Title | KEY EMPLOYEE | PersonTitleTxt |
| Phone | 3527324260 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Caleb A Perla | PreparerPersonNm |
| PTIN | P02190220 | PTIN |
| Phone | 3867554200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT HAIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 Ne 2Nd Street | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,274,952 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.uwmc.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To advance the common good through community impact initiatives and agency support. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,181,145 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,062,912 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,220 | PYInvestmentIncomeAmt |
| CY Investment Income | $207,435 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,482 | PYOtherRevenueAmt |
| CY Other Revenue | $4,605 | CYOtherRevenueAmt |
| PY Total Revenue | $1,488,847 | PYTotalRevenueAmt |
| CY Total Revenue | $2,274,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $542,572 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $869,915 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $849,827 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $915,609 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $291,063 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $940,319 | PYOtherExpensesAmt |
| CY Other Expenses | $433,382 | CYOtherExpensesAmt |
| PY Total Expenses | $2,332,718 | PYTotalExpensesAmt |
| CY Total Expenses | $2,218,906 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$843,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,046 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,927,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,139,055 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,144 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,907,865 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,963,911 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | None | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,517,723 | ExpenseAmt |
| Grant | $869,915 | GrantAmt |
| Desc | United Way of Marion County focuses on education, financial stability, and health. It invests in partner agencies serving Marion County and offers residents 24/7 Information and Referral through 211. United Way of Marion County also provides direct services through the Community Partnership Schools, Strong Families, ReadingPals, and Volunteer Individual Tax Assistance (VITA). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | United Way of Marion County is an active community leader who collaborates with local nonprofit organizations, local government, corporations, foundations, and philanthropists to address pressing needs in our community. These functions include community planning and collaborations supporting education, financial stability, and health. These functions are not directly associated with fundraising. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | United Way of Marion County also serves as the Emergency Support Function 15 for Marion County Emergency Management, coordinating fundraising, gifts-in-kind, volunteer support, and non-emergency public communications. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,517,723 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 25 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT HAIGHT KEY EMPLOYEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3527329696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE 2ND STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34470 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| Dr James Henningsen | |||||
| Chair | 2.00 | Yes (X) | $0 | $0 | $0 |
| Jared Jack Konstanty | |||||
| Annual Giving Chair | 2.00 | Yes (X) | $0 | $0 | $0 |
| Peggy Bourne | |||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 |
| Rusty Branson | |||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 |
| Kevin Sheilley | |||||
| VC Strategic Planning | 2.00 | Yes (X) | $0 | $0 | $0 |
| Linda Allcott | |||||
| VC Administration | 2.00 | Yes (X) | $0 | $0 | $0 |
| Greg Harrell | |||||
| Chair of the Board Elect | 2.00 | Yes (X) | $0 | $0 | $0 |
| Linda Allcott | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Margarete Talbert-Irving | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Kristy Rowland | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Shane Alexander | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Kevin Sheilley | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Chris Altobello | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Mark Lander | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Michelle Stone | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Peggy Bourne | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Rich Larkin | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Chuck Trout | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Rusty Branson | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Charles McIntosh | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Mark Vianello | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Gregory C Harrell | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Lisa Patton | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| David Willis MD | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Lina Piedrahita | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| Adam Woods | |||||
| Board Memeber | 2.00 | Yes (X) | $0 | $0 | $0 |
| ROBERT HAIGHT | |||||
| PRESIDENT & CEO | 45.00 | Yes (X) | $103,870 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $103,870 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $275,287 | GovernmentGrantsAmt |
| All Other Contributions | $1,787,625 | AllOtherContributionsAmt |
| Total Contributions | $2,062,912 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $207,435 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | community service reve | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,605 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,605 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,274,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,915 | TotalAmt |
| Program Services | $869,915 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,000 | TotalAmt |
| Program Services | $52,500 | ProgramServicesAmt |
| Management And General | $52,500 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,512 | TotalAmt |
| Program Services | $419,725 | ProgramServicesAmt |
| Management And General | $19,168 | ManagementAndGeneralAmt |
| Fundraising | $212,619 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,202 | TotalAmt |
| Program Services | $8,152 | ProgramServicesAmt |
| Management And General | $9,430 | ManagementAndGeneralAmt |
| Fundraising | $1,620 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,152 | TotalAmt |
| Program Services | $14,161 | ProgramServicesAmt |
| Management And General | $68,302 | ManagementAndGeneralAmt |
| Fundraising | $689 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,743 | TotalAmt |
| Program Services | $35,213 | ProgramServicesAmt |
| Management And General | $5,624 | ManagementAndGeneralAmt |
| Fundraising | $15,906 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,500 | TotalAmt |
| Management And General | $82,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023 | TotalAmt |
| Program Services | $277 | ProgramServicesAmt |
| Management And General | $2,566 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,987 | TotalAmt |
| Program Services | $6,113 | ProgramServicesAmt |
| Management And General | $1,786 | ManagementAndGeneralAmt |
| Fundraising | $88 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,953 | TotalAmt |
| Program Services | $16,536 | ProgramServicesAmt |
| Management And General | $5,074 | ManagementAndGeneralAmt |
| Fundraising | $3,343 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,831 | TotalAmt |
| Program Services | $910 | ProgramServicesAmt |
| Management And General | $900 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,602 | TotalAmt |
| Program Services | $2,107 | ProgramServicesAmt |
| Management And General | $4,384 | ManagementAndGeneralAmt |
| Fundraising | $4,111 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,507 | TotalAmt |
| Management And General | $13,507 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,201 | TotalAmt |
| Program Services | $4,617 | ProgramServicesAmt |
| Management And General | $5,939 | ManagementAndGeneralAmt |
| Fundraising | $3,645 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| service contracts | $48,906 | $15,438 | $17,186 | $16,282 |
| office supplies | $44,314 | $4,502 | $36,091 | $3,721 |
| Pledge Processing | $42,453 | $22,022 | $10,545 | $9,886 |
| memberships | $28,475 | $8,434 | $13,489 | $6,552 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,630 | TotalAmt |
| Program Services | $37,101 | ProgramServicesAmt |
| Management And General | $61,129 | ManagementAndGeneralAmt |
| Fundraising | $12,400 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,218,906 | TotalAmt |
| Program Services | $1,517,723 | ProgramServicesAmt |
| Management And General | $410,120 | ManagementAndGeneralAmt |
| Fundraising | $291,063 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,718 | BOYAmt |
| EOY | $236,177 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,514 | BOYAmt |
| EOY | $108,987 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $126,900 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,202 | BOYAmt |
| EOY | $13,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $674,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $435,356 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,161 | BOYAmt |
| EOY | $238,912 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246,359 | BOYAmt |
| EOY | $3,404,984 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,304 | BOYAmt |
| EOY | $9,157 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,927,558 | BOYAmt |
| EOY | $4,139,055 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,693 | BOYAmt |
| EOY | $77,409 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $87,372 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,363 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,693 | BOYAmt |
| EOY | $175,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,865 | BOYAmt |
| EOY | $3,963,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,865 | BOYAmt |
| EOY | $3,963,911 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,927,558 | BOYAmt |
| EOY | $4,139,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $56,046 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,593,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,597,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,862,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,176,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,062,912 | CurrentTaxYearAmt |
| Total | $26,293,559 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,593,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,597,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,862,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,176,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,062,912 | CurrentTaxYearAmt |
| Total | $26,293,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $26,293,559 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,426 | CurrentTaxYearAmt |
| Total | $743,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,036,737 | TotalSupportAmt |
| Public Support CY170 | 0.97250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,246,359 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $158,625 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,404,984 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,073,469 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $172,890 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,246,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,630,585 | BeginningYearBalanceAmt |
| Contributions | $936,665 | ContributionsAmt |
| Investment Earnings Or Losses | $379,549 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,073,469 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,125,614 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $519,860 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,293 | AdministrativeExpensesAmt |
| End Year Balance | $3,630,585 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,223,815 | BeginningYearBalanceAmt |
| Contributions | $7,406 | ContributionsAmt |
| Investment Earnings Or Losses | $45,713 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $132,936 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,384 | AdministrativeExpensesAmt |
| End Year Balance | $3,125,614 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,000 | OtherCostOrOtherBasisAmt |
| Book Value | $68,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $477,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $435,356 | DepreciationAmt |
| Book Value | $42,506 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,406 | OtherCostOrOtherBasisAmt |
| Book Value | $128,406 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $238,912 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | lease liabilities | Desc |
| Amt | $10,363 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,363 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| ARNETTE HOUSE | |||
| 592119445 | $88,211 | $0 | family counseling |
| Blessed Trinity Catholic Church 3016293 3016293 | |||
| 596046933 | $27,595 | $0 | invest ocala |
| Boys & Girls Club | |||
| 591172127 | $41,361 | $0 | general support |
| Early Learning Coalition | |||
| 593627759 | $17,855 | $0 | success by 6 |
| Episcopal Children's Services | |||
| 591146765 | $37,679 | $0 | head start program |
| Florida Center for the Blind | |||
| 592953392 | $14,284 | $0 | vision screening |
| Heart of Florida Health Center | |||
| 590808854 | $30,895 | $0 | dental and salary support |
| Kimberly's Center for Child Protection | |||
| 593575631 | $70,952 | $0 | general support |
| Marion County Literacy Council | |||
| 600000676 | $44,036 | $0 | general support |
| Marion Senior Services | |||
| 237362750 | $94,156 | $0 | general support |
| Shepherd's Lighthouse | |||
| 481288332 | $22,937 | $0 | shelter |
| The Pearl Project | |||
| 824494844 | $8,257 | $0 | invest ocala |
| Salvation Army | |||
| 580660607 | $67,734 | $0 | food, utility, salary |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. APPROVAL IS ALSO OBTAINED AT THE EXECUTIVE AND REGULAR BOARD MEETINGS. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS. THE FINANCIAL AUDIT AND TAX RETURN ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATIONS WEBSITE. |
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