2022-03-08T15:34:07-06:00 2021-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2020-07-01 590637825 UNITED WAY OF NORTHEAST FLORIDA INC UNIT 9043903200 40 EAST ADAMS STREET NO 200 JACKSONVILLE FL 32202 ROBIN ABBOTT VP OF FINANCE 9043903210 2022-03-08 1 ROBIN ABBOTT 999009999 AMY BIBBY P00445891 8282542254 2022-03-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHELLE BRAUN 40 EAST ADAMS STREET NO 200 JACKSONVILLE FL 32202 50153058 0 X WWW.UNITEDWAYNEFL.ORG X 1964 FL SEE SCHEDULE O. 16 16 76 2550 0 0 26449502 49740276 213894 191423 68525 55927 153381 165432 26885302 50153058 18236369 20402376 0 0 5184462 5701102 0 0 1900601 2818081 4037636 26238912 30141114 646390 20011944 23292003 42735553 6161621 5264571 17130382 37470982 X SEE SCHEDULE O. 0 0 12867552 8985930 191423 4A. UNITED WAY FUNDS PROGRAMS THAT DELIVER VITAL SERVICES TO THE COMMUNITY INCLUDING A COMMUNITY SUPPORT NETWORK TO COORDINATE PLANNING; INFORMATION AND REFERRAL SERVICES; VOLUNTEER RECRUITMENT AND ENGAGEMENT; AND BASIC NEEDS AND DISASTER SERVICES. UNITED WAY'S 2-1-1 IS A UNIQUE PROGRAM THAT OFFERS FREE, CONFIDENTIAL INFORMATION AND REFERRAL 24 HOURS A DAY, SEVEN DAYS A WEEK FOR ANY RESIDENT IN NINE COUNTIES OF NORTHEAST FLORIDA (DUVAL, ST. JOHNS, CLAY, NASSAU, BAKER, PUTNAM, COLUMBIA, SUWANNEE AND HAMILTON COUNTIES) WHO MAY NOT KNOW WHERE TO TURN FOR A VARIETY OF HEALTH AND HUMAN SERVICE RESOURCES INCLUDING CHILDCARE, EMERGENCY FINANCIAL ASSISTANCE, FOOD, SHELTER, AND COUNSELING. 2-1-1 ACHIEVEMENTS - UNITED WAY 2-1-1 RECEIVED 82,684 PHONE CALLS IN FY2020-21 AND MADE 59,480 REFERRALS FOR CALLERS WHO NEEDED EMERGENCY FINANCIAL ASSISTANCE AND OTHER RELATED NEEDS - FOOD, SHELTER, CLOTHING, CHILDCARE, COUNSELING, ETC. UNITED WAY 2-1-1 CALL CENTER SPECIALISTS ALSO ASSISTED 1,165 SUICIDE/CRISIS CALLERS IN FY2020-21. APPROXIMATELY 90 PERCENT OF ALL REFERRALS WERE TO DUVAL COUNTY RESIDENTS. VOLUNTEER ENGAGEMENT - UNITED WAY'S CALL TO ACTION IS TO "LIVE UNITED." TO LIVE UNITED IS BEING A PART OF THE CHANGE BEING PART OF SOMETHING BIGGER THAN OURSELVES AND MAKING A DIFFERENCE IN PEOPLE'S LIVES THROUGH GIFTS OF MONEY AND TIME. IN 2020-2021, UNITED WAY'S VOLUNTEER AND COMMUNITY ENGAGEMENT OFFICE GENERATED MORE THAN 190 GROUP PROJECTS THAT INVOLVED MORE THAN 5,900 COMPANY VOLUNTEERS WITH A TOTAL OF MORE THAN 14,800 LOGGED VOLUNTEER HOURS. WITH THE INCLUSION OF OUR MORE THAN 700 READING PALS, ACHIEVERS FOR LIFE MENTORS AND REALSENSE VOLUNTEERS, THE OFFICE LOGGED IN CLOSE TO 75,700 HOURS OF VOLUNTEER SERVICE. 4365670 4152904 4B. EDUCATION: UNITED WAY IS CREATING POSITIVE, LONG-LASTING CHANGE THAT ULTIMATELY PREVENTS PROBLEMS BEFORE THEY HAPPEN. RESEARCH AND ANALYSIS SHOW THAT WHEN CHILDREN ENTER SCHOOL READY TO LEARN, THEY SUCCEED AND TARGETED ACTION SUCH AS SCHOOL-BASED SOCIAL SERVICES AND MENTORING HELP STUDENTS GRADUATE ON TIME. UNITED WAY SPONSORS PROGRAMS THAT PROVIDE MENTORING, COUNSELING, CASE MANAGEMENT, TEEN PARENTING PREVENTION AND SUPPORT, AFTER-SCHOOL ACTIVITIES, TUTORING AND ENRICHMENT ACTIVITIES TO HELP STUDENTS SUCCEED EVEN WHEN THEY ARE FACED WITH OBSTACLES. IMPROVED ACCESS TO QUALITY EARLY LEARNING THROUGH UNITED WAY-SPONSORED PROGRAMS HELPS CHILDREN FROM BIRTH TO FIVE YEARS GROW, DEVELOP AND LEARN. ACHIEVERS FOR LIFE (AFL) A DROPOUT PREVENTION STRATEGY FOCUSED ON MIDDLE SCHOOL STUDENTS WHO ARE AT-RISK FOR ACADEMIC FAILURE. COMPONENTS INCLUDE ONE-ON-ONE WEEKLY MENTORING, TUTORING, AND COUNSELING FOR STUDENTS, FAMILY SUPPORT SERVICES, AS WELL AS PARENT TRAINING TO HELP PRINCIPALS INCREASE FAMILIES' ENGAGEMENT AT SCHOOL. AFL ADDRESSES THE CHALLENGES ASSOCIATED WITH KEEPING STUDENTS ON TRACK FOR HIGH SCHOOL GRADUATION. AFL INCLUDES A WHOLE SCHOOL INITIATIVE CALLED THE PARENT ENGAGEMENT PROJECT THAT PROVIDES INNOVATIVE OPPORTUNITIES FOR SCHOOL STAFF TO INVOLVE PARENTS MORE FULLY IN THE ACADEMIC LIVES OF THEIR STUDENTS. SUCCESS BY 6, A PARTNERSHIP BETWEEN UNITED WAY AND THE EARLY LEARNING COALITION OF DUVAL AND THE EARLY LEARNING COALITION OF NORTH FLORIDA, PROVIDES TWO-YEAR SCHOLARSHIPS TO WORKING FAMILIES WITH THREE-YEAR-OLD CHILDREN. THE CHILDREN ARE PLACED IN HIGH-QUALITY EARLY EDUCATION CENTERS AND RECEIVE TWO YEARS OF YEAR-ROUND, FULL-DAY EDUCATION AND CARE. THE FLORIDA INSTITUTE OF EDUCATION (FIE) AT UNF EVALUATED SUCCESS BY 6 DURING THE FIRST SIX YEARS WITH TWO STANDARDIZED TESTS: THE TEST OF PRESCHOOL EARLY LITERACY THAT EVALUATES PRE-LITERACY SKILLS, AND THE BRACKEN BASIC CONCEPT SCALE THAT MEASURES SCHOOL READINESS. THE RESULTS SHOWED THAT AFTER TWO YEARS OF HIGH-QUALITY EARLY LEARNING: 94% OF PRESCHOOLERS WERE READY FOR SCHOOL COMPARED TO 79% READY BEFORE PARTICIPATING IN SUCCESS BY 6. 4383700 2856010 4C. HEALTH: NEW AND EVOLVING HEALTH ISSUES REQUIRE UTILIZATION OF COLLABORATIVE PARTNERSHIPS. THROUGH DONOR CONTRIBUTIONS AND VARIOUS GRANT FUNDERS, UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR CITIZENS OF ALL AGES. WE PROUDLY SUPPORT TWENTY HEALTH AGENCIES AND TWENTY-TWO PROGRAMS THAT ADDRESS CRITICAL ISSUES SUCH AS EMERGENCY SERVICES TO HELP PREVENT AND COMBAT DOMESTIC VIOLENCE AND CHILD ABUSE; PROVIDING ACCESS TO HEALTH CARE SERVICES AND NUTRITIOUS FOOD; HELPING SENIORS AND INDIVIDUALS WITH DISABILITIES LIVE INDEPENDENTLY. *FULL SERVICE SCHOOLS ACHIEVEMENTS - FULL SERVICE SCHOOLS OF JACKSONVILLE IS A COLLABORATIVE APPROACH TO MEET THE THERAPEUTIC, HEALTH AND SOCIAL SERVICE NEEDS OF AT-RISK STUDENTS AND FAMILIES IN DUVAL COUNTY. LED BY UNITED WAY, THESE SCHOOL-BASED NEIGHBORHOOD CENTERS BRING TOGETHER COMMUNITY RESOURCES, NEIGHBORS AND SCHOOLS TO PROMOTE THE HEALTH AND WELL-BEING OF STUDENTS, THEIR FAMILIES, AND NEIGHBORHOOD RESIDENTS. SERVICES ARE DELIVERED WITHIN THE NEIGHBORHOOD AND SCHOOLS TO REMOVE THE BARRIER OF TRANSPORTATION AND ARE FREE OF CHARGE AND INCLUDE THE FOLLOWING: COUNSELING, FAMILY THERAPY, BEHAVIOR MANAGEMENT, SUBSTANCE ABUSE COUNSELING, PARENTING CLASSES, MEDICAL TREATMENT AND FOLLOW-UP, PSYCHOLOGICAL TESTING, TUTORING, LEGAL CONSULTATION, AND OUTSIDE REFERRALS TO OTHER AGENCIES. 4894396 4407532 4D. INCOME/FINANCIAL STABILITY - COMBATING POVERTY: POVERTY IS IDENTIFIED AS A ROOT CAUSE OF MANY SOCIAL ILLS - VIOLENCE, SUBSTANCE ABUSE, DEPRESSION, AND FAILURE IN SCHOOL. ONE IN FIVE CHILDREN IN NORTHEAST FLORIDA LIVES IN POVERTY. TO ADDRESS THE IMPACT OF POVERTY, UNITED WAY INVESTS IN PROGRAMS, SUCH AS THE REALSENSE INITIATIVE, THAT PROMOTE FINANCIAL STABILITY AND INDEPENDENCE. SINCE 2003, REALSENSE'S MISSION HAS BEEN TO PROACTIVELY PROVIDE RESOURCES TO IMPROVE THE PROSPERITY OF OUR COMMUNITY'S MOST ECONOMICALLY-CHALLENGED AND VULNERABLE CITIZENS, THEREFORE MAKING OUR LOCAL ECONOMY AND ITS CITIZENS STRONGER. THE PROGRAM IS A STRATEGY WITHIN UNITED WAY'S FINANCIAL STABILITY PRIORITY GOAL TO ENSURE THAT "FAMILIES ARE ECONOMICALLY STABLE AND SELF-SUFFICIENT." THROUGH FREE TAX PREPARATION SERVICES AND FINANCIAL EDUCATION WORKSHOPS, REALSENSE SEEKS TO STABILIZE LOW- TO MODERATE-INCOME WORKING FAMILIES IN NORTHEAST FLORIDA BY PROVIDING THEM THE TOOLS, KNOWLEDGE, SKILLS AND RESOURCES NEEDED TO SUCCEED. UNITED WAY 2-1-1 ACTS AS A SUPPORT TO ALL OF UNITED WAY'S INITIATIVES AND COMMUNITY PARTNERS BY OFFERING 24-HOUR ACCESS TO CRITICAL RESOURCES, AND SERVES AS THE AREA'S SUICIDE INTERVENTION HELPLINEDONOR DESIGNATIONS - IN ADDITION TO FUNDING FOR ALL OF THE AFOREMENTIONED PROGRAMS, UNITED WAY PROCESSED APPROXIMATELY $4.8 MILLION IN SPECIFIC, DONOR DESIGNATED FUNDS. FOR DONOR CONVENIENCE, UNITED WAY OF NORTHEAST FLORIDA ENABLES CONTRIBUTORS TO DIRECT A PORTION OF THEIR DONATION TO A SPECIFIC HEALTH AND HUMAN SERVICE NONPROFIT ORGANIZATION WITH WHICH THEY ARE AFFILIATED. IN THESE TRANSACTIONS, UNITED WAY ACTS AS AN AGENT THAT COLLECTS, PROCESSES, AND DISBURSES THE FUNDS. IT IS NOT A MISSION-ORIENTED FUNCTION; CONSEQUENTLY, UNITED WAY DOES NOT MONITOR OR REQUIRE THE RECIPIENT ORGANIZATIONS TO PROVIDE INFORMATION RELATIVE TO THE USE AND RESULTS OF THESE CONTRIBUTIONS. 4894396 4407532 26511318 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 8 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 9043903210 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 ELIZABETH RANSOM MD BOARD OF DIRECTORS 1.00 X 0 0 0 DARNELL SMITH BOARD OF DIRECTORS 1.00 X 0 0 0 MAX STAPLIN 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 DELORES BARR WEAVER BOARD OF DIRECTORS (EMERITUS) 1.00 X 0 0 0 MICHELLE BRAUN PRESIDENT, CEO AND BOARD SECRETARY 59.90 X 248192 0 28305 RICHARD BUTCHER TERM 012921 CHIEF FINANCIAL OFFICER 57.50 X 166041 0 0 ROBIN ABBOTT DOH 11121 CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 MAUREEN MERCHO VP OF MARKETING, COMMUNICATION & CAMPAIGN 56.50 X 135288 0 21616 BRENT DIETZ I.T. DIRECTOR 48.50 X 131587 0 11399 ROSIMAR MELENDEZ HEAD OF COMMUNITY IMPACT & STRATEGIC INVESTMENT 50.00 X 113109 0 6508 LORI SMITH VP OF HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT 51.40 X 130953 0 5200 JIMMIE CLEMENTS CONTROLLER 43.20 X 103045 0 2784 1028215 0 75812 7 0 1 0 0 102448 49637828 49740276 SERVICE FEES 900099 191423 191423 191423 55927 55927 MISCELLANEOUS INCOME 900099 165432 165432 165432 50153058 191423 0 221359 20220340 20220340 182036 182036 442537 69124 304289 69124 4141576 2692088 626714 822774 814212 726050 9437 78725 302777 180904 55737 66136 1435256 835546 216734 382976 715657 523424 105329 86904 203259 167223 15157 20879 7421 2275 4064 1082 15235 13393 1332 510 130159 35979 94110 70 185108 116618 27766 40724 44204 22205 13347 8652 UNITED WAY WORLDWIDE ME 987588 544507 199493 243588 MAINTENANCE AND REPAIRS 164323 79266 32934 52123 PUBLIC AWARENESS CAMPAI 71414 62216 9198 STATE SUPPORT 66068 36546 13359 16163 11944 1578 9393 973 30141114 26511318 1729195 1900601 9162621 25371249 1791013 1234908 8882784 9623556 358059 393151 51160 61246 2521372 1713936 933106 807436 2113260 5244007 23292003 42735553 679761 682464 21887 955441 975500 4484473 3626666 6161621 5264571 X 13974341 32796746 3156041 4674236 17130382 37470982 23292003 42735553 X 20011944 409730 -81074 X X 0 1 X 1 0 X 18783621 22891578 16808892 21631028 49740276 129855395 18783621 22891578 16808892 21631028 49740276 129855395 15379506 114475889 99025 87516 71339 68525 55927 382332 130237727 405317 0.87900 0.79980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1605655 48531 450921 53602 2051505 1619733 59629 73707 1605655 1551387 5000 73302 9956 1619733 494962 1018115 69805 20502 10993 1551387 440257 5000 52722 3017 494962 0.31000 0.69000 1 0 2521372 1713936 807436 807436 DESIGNATIONS PAYABLE 3160919 DEFERRED LEASE INCENTIVE 465747 3626666 X 46514568 409730 409730 46104838 4048220 4048220 50153058 26173968 0 26173968 3967146 3967146 30141114 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, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PENSION BENEFIT 81,074. DONOR DESIGNATIONS 3,967,146. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 3,967,146. 0 ABILITY HOUSING INC 3740 BEACH BLVD JACKSONVILLE FL 32207 593087085 501(C)(3) 25000 PERMANENT SUPPORTIVE AND AFFORDABLE HOUSING ALL SAINTS EARLY LEARNING & COMMUNITY CARE CENTER 4171 HENDRICKS AVENUE JACKSONVILLE FL 32207 591500774 501(C)(3) 46644 INTERGENERATIONAL CARE CENTER AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PLACE JACKSONVILLE FL 32216 590662271 501(C)(3) 7538 OPEN AIRWAYS FOR SCHOOLS AMERICAN RED CROSS NORTHEAST FLORIDA CHAPTER 751 RIVERSIDE AVENUE JACKSONVILLE FL 322043335 530196605 501(C)(3) 216958 DISASTER SERVICES ANGELWOOD INC PO BOX 24925 JACKSONVILLE FL 32241 593212078 501(C)(3) 25000 RESIDENTIAL GROUP HOME THE ARC JACKSONVILLE INC 1050 DAVIS STREET NORTH JACKSONVILLE FL 32209 596209603 501(C)(3) 79482 EMPLOYMENT INITIATIVE THE ARC OF NASSAU INC 86051 HAMILTON STREET YULEE FL 32097 591404429 501(C)(3) 25235 LIFE SKILLS BAKER COUNTY COUNCIL ON AGING INC 9264 BUCK STARLING RD MACCLENNY FL 32063 591596339 501(C)(3) 34141 HOME DELIVERED MEALS PROGRAM BARNABAS CENTER INC 1303 JAMINE STREET STE 101 FERNANDINA BEACH FL 32034 592920275 501(C)(3) 86616 CRISIS ASSISTANCE BASCA INC 352 STOWE AVENUE ORANGE PARK FL 32073 593318252 501(C)(3) 25000 PROGRAMS TO PROVIDE ASSISTANCE BEAM 850 6TH AVENUE S SUITE 400 JACKSONVILLE BEACH FL 32250 592564222 501(C)(3) 373500 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) 139987 ONETOONE MENTORING NASSAU BOY SCOUTS OF AMERICA NORTH FLORIDA COUNCIL 521 S EDGEWOOD AVENUE JACKSONVILLE FL 32205 590637816 501(C)(3) 87957 POSITIVE YOUTH DEVELOPMENT TITLE 1 BOYS AND GIRLS CLUBS OF NASSAU PO BOX 16003 FERNANDINA BEACH FL 32035 593672345 501(C)(3) 22023 GREAT FUTURES BOYS AND GIRLS CLUBS OF NORTHEAST FLORIDA 555 W 25TH STREET JACKSONVILLE FL 32206 596167630 501(C)(3) 286988 TRADITIONAL CLUBS CATHOLIC CHARITIES BUREAU 134 E CHURCH STREET STE 2 JACKSONVILLE FL 322023130 590624375 501(C)(3) 1974818 EMERGENCY FINANCIAL ASSISTANCE CHILD GUIDANCE 5776 ST AUGUSTINE ROAD JACKSONVILLE FL 32207 590704727 501(C)(3) 600000 DCPS GRANT - MENTAL HEALTH SVCS CHILDREN'S HOME SOCIETY FLORIDA BUCKNER DIVISION 3027 SAN DIEGO ROAD JACKSONVILLE FL 32207 590192430 501(C)(3) 326340 DCPS GRANT - MENTAL HEALTH SVCS CITY YEAR INC 287 COLUMBUS AVE BOSTON MA 02116 222882549 501(C)(3) 173108 WHOLE SCHOOL WHOLE CHILD CLARA WHITE MISSION 613 W ASHLEY STREET JACKSONVILLE FL 32202 596002104 501(C)(3) 84163 DAILY FEEDING PROGRAM CLAY BEHAVIORAL HEALTH CENTER INC 1726 KINGSLEY AVE STE 2 ORANGE PARK FL 32073 592219317 501(C)(3) 6038 VOCATIONAL SERVICES DANIEL MEMORIAL INC 4203 SOUTHPOINT BOULEVARD JACKSONVILLE FL 32216 593067752 501(C)(3) 816512 PROJECT PREPARE/MENTAL HEALTH SERVICES DELORES BARR WEAVER POLICY CENTER 40 E ADAMS ST STE 130 JACKSONVILLE FL 32202 460938295 501(C)(3) 31000 GIRL MATTERS CONTINUITY OF CARE DLC NURSE & LEARN 4101 1 COLLEGE STREET JACKSONVILLE FL 32205 593618761 501(C)(3) 59800 SPECIALIZED CHILDRENS PROGRAM DOWNTOWN ECUMENICAL SERVICES COUNCIL INC 215 NORTH OCEAN ST JACKSONVILLE FL 32202 592437003 501(C)(3) 875000 RENT AND ELECTRIC ASSISTANCE EARLY LEARNING COALITION OF DUVAL (SB6) 8301 CYPRESS PLAZA DRIVE STE 201 JACKSONVILLE FL 32256 593688924 501(C)(3) 942787 SUCCESS BY 6 EPISCOPAL CHILDREN'S SERVICES (SB6) 8443 BAYMEADOWS ROAD STE 1 JACKSONVILLE FL 32256 591146765 501(C)(3) 220000 SUCCESS BY 6 FAMILY FOUNDATIONS OF NORTHEAST FLORIDA INC 40 E ADAMS STREET SUITE 320 JACKSONVILLE FL 32202 590768265 501(C)(3) 649462 MENTAL HEALTH SVCS FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 1300 RIVERPLACE BLVD STE 700 JACKSONVILLE FL 32207 593759863 501(C)(3) 25000 PARENT NEEDS ASSISTANCE FIVE STAR VETERANS CENTER INC 40 ACME STREET JACKSONVILLE FL 32211 453545974 501(C)(3) 25000 VETERANS LIVING INDEPENDANTLY GENERATION YOU EMPLOYED INC 616 A PHILLIP RANDOLPH BLVD JACKSONVILLE FL 32202 471073442 501(C)(3) 65000 FINANCIAL STABILITY GIRL SCOUTS OF GATEWAY COUNCIL INC 13007 W LINEBAUGH AVE TAMPA FL 33626 590637857 501(C)(3) 82234 SUMMER CAMPS GIRLS INCORPORATED OF JACKSONVILLE 100 FESTIVAL PARK AVE JACKSONVILLE FL 32202 591317196 501(C)(3) 89054 STRONG SMART BOLD HOPE HAVEN CHILDREN'S CLINIC AND FAMILY CENTER 4600 BEACH BOULEVARD JACKSONVILLE FL 32207 590668485 501(C)(3) 7863 ACCESS TO SUCCESS HUBBARD HOUSE INC PO BOX 4909 JACKSONVILLE FL 32201 591814635 501(C)(3) 80703 EMERGENCY SERVICES/CHILDRENS PROGRAM JACKSONVILLE AREA LEGAL AID INC 126 WEST ADAMS STREET 7TH FLOOR JACKSONVILLE FL 32202 590696291 501(C)(3) 71988 LEGAL ASSISTANCE PROGRAM JACKSONVILLE PUBLIC EDUCATION FUND (PARENT ENGAGEMENT) 40 EAST ADAMS ST STE 110 JACKSONVILLE FL 32202 592756660 501(C)(3) 36770 PARENT ENGAGEMENT JACKSONVILLE SPEECH AND HEARING CENTER INC 40 E ADAMS ST STE LL20 JACKSONVILLE FL 32202 590970718 501(C)(3) 83759 ADULT HEARING DISORDERS/SPEECH SERVICES JASMYN 923 PENINSULAR PLACE JACKSONVILLE FL 32205 593284175 501(C)(3) 25000 YOUTH HOMELESSNESS JEWISH COMMUNITY ALLIANCE 8505 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 592620208 501(C)(3) 150405 BALANCE PREVENTION/SENIOR ENGAGEMENT JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER RD JACKSONVILLE FL 32256 590637868 501(C)(3) 4491682 ACHIEVERS FOR LIFE LEARN TO READ-LITERACY ALLIANCE OF NEFL PO BOX 2178 JACKSONVILLE FL 32203 237153919 501(C)(3) 44661 EDUCATION ASSESMENT AND LDS LISC LOCAL INITIATIVE SUPPORT 100 NORTH LAURA STREET 600 JACKSONVILLE FL 32202 133030229 501(C)(3) 50000 ECONOMIC DEVELOPMENT ENGINE FOR UNDERSERVED NEIGHBORHOODS LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA INC 4615 PHILLIPS HIGHWAY JACKSONVILLE FL 322071514 591965600 501(C)(3) 92811 NOURISHMENT NETWORK MALIVAI WASHINGTON YOUTH FOUNDATION 1096 WEST 6TH STREET JACKSONVILLE FL 32209 593559150 501(C)(3) 23500 TNT PROGRAM MUSLIM AMERICAN SOCIAL SEVICES 2251 ST JOHNS BLUFF RD S JACKSONVILLE FL 322462347 465096772 501(C)(3) 25000 FREE CLINIC NASSAU COUNTY COUNCIL ON AGING 1367 SOUTH 18TH STREET FERNANDINA BEACH FL 32034 237375273 501(C)(3) 51630 GERIATRIC CASE MANAGER PROGRAM NEW HEIGHTS OF NORTHEAST FLORIDA INC 3311 BEACH BLVD JACKSONVILLE FL 322073704 590718304 501(C)(3) 85257 ADULT & CHILDREN THERAPY SERVICES NORTH FLORIDA OFFICE OF PUBLIC GUARDIAN INC 1425 E PIEDMONT DRIVE TALLAHASSEE FL 32308 161652866 501(C)(3) 25000 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 SENIOR MEDS ONEJAX INSTITUTE AT UNF 1 UNF DR BLDG 53 STE 2750 JACKSONVILLE FL 32224 202719059 501(C)(3) 15125 ONEYOUTH OPERATION NEW HOPE INC 1830 NORTH MAIN STREET JACKSONVILLE FL 322063736 593590360 501(C)(3) 25000 READY4WORK PACE CENTER FOR GIRLS JACKSONVILLE 2933 UNIVERSITY BLVD N JACKSONVILLE FL 32211 592414492 501(C)(3) 44470 HEALTH CLINIC PINE CASTLE INC 4911 SPRING PARK ROAD JACKSONVILLE FL 32207 590704733 501(C)(3) 77384 GROUP HOME SERVICES QUIGLEY HOUSE INC PO BOX 142 ORANGE PARK FL 32067 592935027 501(C)(3) 84950 EMERGENCY SHELTER AND SUPPORT SERVICES SANCTUARY ON 8TH STREET PO BOX 3301 JACKSONVILLE FL 32206 593108041 501(C)(3) 35161 AFTERSCHOOL AND SUMMER PROGRAM SULZBACHER CENTER 611 EAST ADAMS STREET JACKSONVILLE FL 32202 593229898 501(C)(3) 197820 HOMELESS HEALTH CARE & SHELTER SERVICES THE CARPENTER'S SHOP CENTER 1601 UNIVERSITY BLVD JACKSONVILLE FL 32211 202828807 501(C)(3) 44000 AFTERSCHOOL AND SUMMER PROGRAM THE SALVATION ARMY PO BOX 52508 JACKSONVILLE FL 32201 580660607 501(C)(3) 368828 RED SHIELD LODGE & FAMILY SERVICES (CLAY, DUVAL & NASSAU) VISION IS PRICELESS COUNCIL INC 3 SHIRCLIFF WAY SUITE 546 JACKSONVILLE FL 32204 593386495 501(C)(3) 25000 VISION CARE SERVICES WE CARE JACKSONVILLE 4080 WOODCOCK DR BLDG 2400 STE 130 JACKSONVILLE FL 32207 593431724 501(C)(3) 153604 ACCESS TO HEALTHCARE WOMENS CENTER OF JACKSONVILLE 5644 COLCORD AVENUE JACKSONVILLE FL 32211 237437216 501(C)(3) 25000 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) 179888 YMCA URBAN TEEN & HEALTH PROGRAMS YOUTH CRISIS CENTER 3015 PARENTAL HOME ROAD JACKSONVILLE FL 32216 592176287 501(C)(3) 135000 YOUNG ADULTS EMERGENCY SHELTER & MENTAL HEALTH SVCS WEALTH WATCHERS 5310 LENOX AVE STE 4 JACKSONVILLE FL 32205 010638984 501(C)(3) 250000 OPERATIONAL SUPPORT ASCENSION ST VINCENTS 1 SHIRCLIFF WAY JACKSONVILLE FL 32204 592219923 501(C)(3) 50000 OPERATIONAL SUPPORT BLESSINGS BACKPACK 4121 SHELBYVILLE ROAD LOUISVILLE KY 40207 261964620 501(C)(3) 30000 OPERATIONAL SUPPORT DAILY MANNA SERVING CENTER 2659 EDISON AVE JACKSONVILLE FL 32204 811894359 501(C)(3) 5500 OPERATIONAL SUPPORT ELDERSOURCE 10688 OLD SAINT AUGUSTINE RD JACKSONVILLE FL 32257 271456179 501(C)(3) 75000 OPERATIONAL SUPPORT EMERGENCY SERVICES & HOMELESS COALITION OF NE FL 660 PARK STREET JACKSONVILLE FL 32204 593676999 501(C)(3) 8000 OPERATIONAL SUPPORT ENCOURAGING RELIEF CENTER 2435 PICKETTVILLE RD BUILDING 2 JACKSONVILLE FL 32220 822386510 501(C)(3) 6000 OPERATIONAL SUPPORT EPIC CURE 1745 INDUSTRY CENTER RD ST AUGUSTINE FL 32080 832912083 501(C)(3) 25000 OPERATIONAL SUPPORT FAMILY PROMISE JAX PO BOX 40363 JACKSONVILLE FL 32203 593685470 501(C)(3) 25000 OPERATIONAL SUPPORT FEEDING NORTHEAST FLORIDA 1116 EDGEWOOD AVENUE NORTH UNITS D E JACKSONVILLE FL 32254 465014769 501(C)(3) 116000 OPERATIONAL SUPPORT FIRST COAST FOUNDATION 2049 N PEARL ST JACKSONVILLE FL 32206 593694394 501(C)(3) 30000 OPERATIONAL SUPPORT GRACE AND TRUTH 932 NORTH SHORE DRIVE JACKSONVILLE FL 32208 331020194 501(C)(3) 9900 OPERATIONAL SUPPORT HISTORIC EASTSIDE 925 SPEARING STREET JACKSONVILLE FL 32206 814479109 501(C)(3) 10000 OPERATIONAL SUPPORT HUGS ACROSS THE COUNTY 101 MARKETSIDE AVE STE 404 254 PONTE VEDRA FL 32081 814749220 501(C)(3) 7200 OPERATIONAL SUPPORT IMPACT CLAY 151 COLLEGE DR STE 17 ORANGE PARK FL 32065 844366699 501(C)(3) 12000 OPERATIONAL SUPPORT KIDS FIRST 1726 KINGSLEY AVE STE 2 ORANGE PARK FL 32073 431992162 501(C)(3) 12000 OPERATIONAL SUPPORT MISSION HOUSE 800 SHETTER AVE JACKSONVILLE BEACH FL 32250 593376704 501(C)(3) 9900 OPERATIONAL SUPPORT NORTHEAST FLORIDA WOMEN VETERANS 103 CENTURY 21 DR FL 32216 JACKSONVILLE FL 32216 300758834 501(C)(3) 30000 OPERATIONAL SUPPORT NORTH FLORIDA SCL SPEC EDU 223 MILL CREEK RD JACKSONVILLE FL 32211 593126545 501(C)(3) 15000 OPERATIONAL SUPPORT NORTHSIDE COALITION OF JAX 1354 N LAURA STREET JACKSONVILLE FL 32206 821224114 501(C)(3) 5000 OPERATIONAL SUPPORT NORTHWEST JAX COMMUNITY DEVELOPMENT CORP 1122 GOLFAIR BLVD JACKSONVILLE FL 32209 311809770 501(C)(3) 13500 OPERATIONAL SUPPORT PIE IN THE SKY PO BOX 600887 JACKSONVILLE FL 32259 270616592 501(C)(3) 10000 OPERATIONAL SUPPORT RENEWING DIGNITY PO BOX 330885 ATLANTIC BEACH FL 32233 833443382 501(C)(3) 15000 OPERATIONAL SUPPORT SALVATION ARMY OF NORTHEAST FLORIDA PO BOX 52508 JACKSONVILLE FL 32201 580660607 501(C)(3) 50000 OPERATIONAL SUPPORT ST MARYS EPISCOPAL CHURCH 1255 PEACHTREE STREET JACKSONVILLE FL 32201 760743109 501(C)(3) 5000 OPERATIONAL SUPPORT TOM COUGHLIN FUND PO BOX 50798 JACKSONVILLE BEACH FL 32240 593426937 501(C)(3) 10000 OPERATIONAL SUPPORT UCOM URBAN 3349 SAINT AUGUSTINE RD JACKSONVILLE FL 32207 591927686 501(C)(3) 10000 OPERATIONAL SUPPORT 91 0 RENT ASSISTANCE 9 9540 STUFF THE BUS 11588 PRIORITY GOAL ALLOCATIONS 160908 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. THESE AGENCIES' PROGRAMS ARE NOT SUBJECT TO ANY UNITED WAY OVERSIGHT. SCHEDULE I, PART III - IN CONJUNCTION WITH 211 ASSESSMENTS, A COMMITTEE UTILIZED DONOR DIRECTED FUNDS TO PURCHASE SERVICES FOR INDIVIDUALS WHO PRESENTED A UNIQUE HEALTH AND HUMAN SERVICE NEED THAT CANNOT BE MET THROUGH TRADITIONAL UNITED WAY RESOURCES X X X X 0 0 0 0 0 0 0 0 0 MICHELLE BRAUN PRESIDENT, CEO AND BOARD SECRETARY 248192 0 0 0 0 0 15577 0 12728 0 276497 0 0 0 RICHARD BUTCHER TERM 012921 CHIEF FINANCIAL OFFICER 166041 0 0 0 0 0 0 0 0 0 166041 0 0 0 MAUREEN MERCHO VP OF MARKETING, COMMUNICATION & CAM 135288 0 0 0 0 0 8813 0 12803 0 156904 0 0 0 PART I LN 1 AND PART III LN1: MISSION STATEMENT 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. BECAUSE CHANGE DOESN'T HAPPEN ALONE. UNITED WAY'S MISSION IS TO SOLVE NORTHEAST FLORIDA'S TOUGHEST CHALLENGES BY CONNECTING PEOPLE, RESOURCES AND IDEAS. THE NONPROFIT ORGANIZATION'S LONG TRADITION OF ADDRESSING THE HUMAN-SERVICE NEEDS IN DUVAL, BAKER, CLAY, NASSAU AND NORTHERN ST. JOHNS COUNTIES IS MADE POSSIBLE THROUGH THE COMMITMENT OF THOUSANDS OF VOLUNTEERS, DONORS AND COMMUNITY PARTNERS. TO LEARN MORE, VISIT UNITEDWAYNEFL.ORG OR FOLLOW @UNITEDWAYNEFL ON FACEBOOK, TWITTER AND INSTAGRAM. UNITED WAY'S STRATEGIC PRIORITIES ARE TO ENSURE BASIC NEEDS ARE MET FOR ALL THROUGHOUT THE REGION; PRODUCE MEANINGFUL AND MEASURABLE RESULTS IN THE AREAS OF YOUTH SUCCESS, FINANCIAL STABILITY AND HEALTH; AND TO INVEST IN HISTORICALLY CHALLENGED NEIGHBORHOODS CONNECTING EFFORTS TO IMPACT GENERATIONAL POVERTY. UNITED WAY VOLUNTEERS CAREFULLY REVIEW ALL FUNDED PROGRAMS, EVALUATE INITIATIVES, HOLD UNITED WAY AND ITS PARTNERS ACCOUNTABLE FOR RESULTS AND MAKE STRATEGIC FUNDING RECOMMENDATIONS TO CONTINUOUSLY IMPROVE OUTCOMES. AS PART OF ITS COMMUNITY IMPACT WORK, UNITED WAY LEADS SEVERAL INITIATIVES AND COLLABORATIONS TO IMPROVE COMMUNITY RESULTS IN EDUCATION, INCOME AND HEALTH: O SUCCESS BY 6 - PROVIDES ACCESS TO HIGH-QUALITY EARLY LEARNING FOR HARDWORKING FAMILIES WHO WOULD NOT OTHERWISE BE ABLE TO AFFORD A STRONG FOUNDATION FOR THEIR PRESCHOOL CHILDREN (AGES 3 AND 4); OFFERS PARENT ENGAGEMENT AND EDUCATIONAL OPPORTUNITIES TO INCREASE EARLY CHILDHOOD DEVELOPMENT O ACHIEVERS FOR LIFE - IDENTIFIES 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 MEETS WITH THE INDEPENDENT AUDITORS ANNUALLY. THEY DISCUSSED THE AUDIT PROCESS; REVIEW AND ACCEPTED THE AUDIT; AND MET IN EXECUTIVE SESSION WITH THE AUDIT TEAM. ANNUALLY, THE AUDIT AND IRS FORM 990 ARE PRESENTED AND REVIEWED BY THE BOARD OF DIRECTORS. 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. AUDITS ARE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG. 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. AUDITS ARE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG. FORM 990, PART XI, LINE 9: CHANGE IN PENSION BENEFIT -81,074. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.