2022-01-26T16:01:21-06:00 2021-06-30 135381590 BDO USA LLP 301 EAST LAS OLAS BLVD 4TH FLOOR FORT LAUDERDALE FL 33301 990 2020-07-01 590624402 UNITED WAY OF BROWARD COUNTY INC UNIT 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 THOMAS J WATSON CFO 9544624850 2022-01-26 1 THOMAS WATSON 999009999 LISETTE RODRIGUEZ CPA P01404398 9547609000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS J WATSON 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 57625727 0 X WWW.UNITEDWAYBROWARD.ORG X 1976 FL SCHEDULE O.UNITED WAY OF BROWARD COUNTY FIGHTS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. 19 19 75 11661 0 0 22914227 39225151 64914 49214 143098 384832 -37614 -21322 23084625 39637875 14458239 14336680 0 0 5325707 4902821 0 0 1780025 1573575 1441248 21357521 20680749 1727104 18957126 15309785 35394132 7177611 6706819 8132174 28687313 X TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFICANT LASTING CHANGE IN THE COMMUNITY IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH - THE BUILDING BLOCKS FOR A BETTER LIFE - WHICH POSITIVELY IMPACT PEOPLE'S LIVES. 0 0 9073450 5527142 ALLOCATION TO AGENCIES PROVIDING HEALTH AND HUMAN SERVICES IN BROWARD COUNTY IN ONE OF THE THREE IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. 2946172 1855316 SUBSTANCE ABUSE PREVENTION AND TREATMENT PROGRAMS THAT PROMOTE HEALTHY AND DRUG FREE LIVING IN BROWARD COUNTY. 3416821 906545 SUPPORT SERVICES FOR VETERAN FAMILIES (SSVF). 2446545 6047677 61464 OTHER SERVICES AND SUPPORT PROVIDED TO CREATE COMMUNITY IMPACT. 2446545 6047677 61464 17882988 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 221 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X THOMAS J WATSON 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 COLIN BROWN DIRECTOR 1.00 X 0 0 0 ANDY CAGNETTA DIRECTOR 1.00 X 0 0 0 LORI CHEVY DIRECTOR 1.00 X 0 0 0 GEORGE HANBURY II PHD DIRECTOR 1.00 X 0 0 0 KEN HETLAGE DIRECTOR 1.00 X 0 0 0 MATT KATZ DIRECTOR 1.00 X 0 0 0 LISA LUTOFF-PERLO VICE CHAIR 1.00 X 0 0 0 STEPHEN MOSS DIRECTOR 1.00 X 0 0 0 HECTOR PONTE DIRECTOR 1.00 X 0 0 0 GARY ROSEN CHAIR 1.00 X 0 0 0 ROBERT RUNCIE DIRECTOR 1.00 X 0 0 0 D KEITH COBB DIRECTOR 1.00 X 0 0 0 CHARLES B MORTON JR DIRECTOR 1.00 X 0 0 0 BOB SWINDELL DIRECTOR 1.00 X 0 0 0 PAUL DALY DIRECTOR 1.00 X 0 0 0 BEN WESLEY DIRECTOR 1.00 X 0 0 0 GEORGE HAILE DIRECTOR 1.00 X 0 0 0 KEVIN PURVIS CPCU DIRECTOR 1.00 X 0 0 0 ASHLEY BECK DIRECTOR 1.00 X 0 0 0 CATHY DONNELLY DIRECTOR 1.00 X 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 40.00 X 294746 0 14568 MARY BETH ALBRITTON VICE PRESIDENT 40.00 X 101732 0 9318 MARIA HERNANDEZ CHIEF PROGRAM OFFICER 40.00 X 175364 0 11834 THOMAS WATSON CHIEF FINANCIAL OFFICER 40.00 X 124186 0 6260 696028 0 41980 4 0 1 0 0 166135 9050920 30008096 107887 39225151 PROGRAM RENTAL INCOME 900099 49214 49214 49214 372582 372582 17793811 17781561 12250 12250 12250 184969 166135 206291 -21322 -21322 39637875 61464 0 351260 14336680 14336680 696028 406926 105336 183766 3479172 2034063 526535 918574 427246 221409 79306 126531 300375 177616 43188 79571 45133 27320 17813 65828 65828 149937 92158 10822 46957 147613 64740 3553 79320 182763 50362 13955 118446 104409 63553 18571 22285 17024 8422 3451 5151 64168 12937 202 51029 356710 240191 42629 73890 132043 59419 33011 39613 80894 52546 10371 17977 OTHER 48040 3661 37295 7084 EUIPMENT RENTAL & MAINT 34896 25393 3645 5858 POSTAGE & SHIPPING 11790 5592 2225 3973 20680749 17882988 1017736 1780025 3292266 1629428 5010510 5192068 113907 114539 4715809 3569157 1278695 1146652 4584792 26010604 1029615 1300841 15309785 35394132 1202366 1334095 5975245 5372724 7177611 6706819 X 3832886 25268376 4299288 3418937 8132174 28687313 15309785 35394132 18957126 1598013 0 X X 0 1 X 1 1 1 X 16499215 18120369 22061239 22914227 39225151 118820201 16499215 18120369 22061239 22914227 39225151 118820201 22862407 95957794 88800 143798 160933 159084 372582 925197 119745398 0.80130 0.93180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1029615 342851 54183 17442 1300841 1097839 2970 55537 15657 1029615 1132108 37348 55379 16238 1097839 1127082 78495 73469 1132108 1067356 134395 74669 1127082 1.00000 1 0 58500 58500 2798790 1815080 983710 1858519 1754077 104442 1146652 APPROVED ALLOCATION PAYABLE 5190253 DONOR DESIGNATIONS PAYABLE 182471 5372724 X 40304658 1598013 1598013 38706645 65828 865402 931230 39637875 19749519 0 19749519 931230 931230 20680749 PART V, LINE 4: THE UNITED WAY OF BROWARD COUNTY INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES TO FULLFILL THE ORGANIZATION'S MISSION. DONOR DESIGNATIONS TOTAL DONOR DESIGNATIONS IN THE AMOUNT OF $864,402 WERE REDUCED FROM INCOME IN THE AUDITED FINANCIAL STATEMENTS. HOWEVER, SUCH DESIGNATIONS ARE NOT DEDUCTED FROM INCOME ON THE FORM 990. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS IN THE FLORIDA INCOME TAX CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS REQUIRED. THE ORGANIZATION RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESSES THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. THE U.S. FEDERAL JURISDICTION IS THE MAJOR TAX JURISDICTION WHERE THE ORGANIZATION FILES INCOME TAX RETURNS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2018. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 865,402. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 65,828. DONOR DESIGNATIONS 865,402. MAYORS GALA 65340 65340 5493 MAGNOLIA 199627 142500 57127 12873 37500 91405 2 86137 23635 62502 29390 29630 351104 166135 184969 42263 37500 126528 206291 -21322 0 ARC BROWARD INC 10250 NW 53RD ST SUNRISE FL 33351 590809623 501 (C)(3) 125471 GENERAL SUPPORT AMERICAN RED CROSS 600 NE 3RD AVENUE FORT LAUDERDALE FL 33304 530196605 501 (C)(3) 231008 GENERAL SUPPORT BROWARD HEALTHY START 4620 NORTH STATE ROAD 7 FORT LAUDERDALE FL 33319 650316363 501 (C)(3) 63435 GENERAL SUPPORT BROWARD HOUSING SOLUTIONS 305 SE 18TH COURT FORT LAUDERDALE FL 33316 650407370 501 (C)(3) 65353 GENERAL SUPPORT BROWARD PARTNERSHIP FOR THE HOMELESS INC 920 NW 7TH AVE FORT LAUDERDALE FL 33311 650777033 501 (C)(3) 91904 GENERAL SUPPORT BROWARD REGIONAL HEALTH PLANNING COUNCIL INC 200 OAKWOOD BLVD 100 HOLLYWOOD FL 33020 592274772 501 (C)(3) 36235 GENERAL SUPPORT CANINE ASSISTED THERAPY 1040 NE 45TH ST OAKLAND PK FL 33334 270700622 501 (C)(3) 13750 GENERAL SUPPORT CHILDREN'S DIAGNOSTIC & TREATMENT CENTER 1401 S FEDERAL HWY FORT LAUDERDALE FL 33316 651026739 501 (C)(3) 160848 GENERAL SUPPORT COMMUNITY BASED CONNECTIONS 1033 NW 6TH ST 201 FORT LAUDERDALE FL 33311 270513560 501 (C)(3) 158374 GENERAL SUPPORT CROCKETT FOUNATION PO BOX 3774 HALLANDALE BEACH FL 33008 202689974 501 (C)(3) 103166 GENERAL SUPPORT EARLY LEARNING COALITION 6301 NW 5TH WAY STE 3400 FORT LAUDERDALE FL 33309 651060848 501 (C)(3) 146296 GENERAL SUPPORT FIRST CALL FOR HELP OF BROWARD INC 250 NE 33RD ST OAKLAND PK FL 33334 650589294 501 (C)(3) 229434 GENERAL SUPPORT FLITE CENTER 3217 NW 10TH TERRACE SUITE 307 FORT LAUDERDALE FL 33309 264155794 501 (C)(3) 64745 GENERAL SUPPORT HEALTHY MOTHERS HEALTHY BABIES COALITION 6600 W COMMERCIAL BLVD LAUDERHILL FL 33319 650161493 501 (C)(3) 58756 GENERAL SUPPORT HENDERSON BEHAVIORAL HEALTH INC 501 NE 8TH ST FORT LAUDERDALE FL 33315 590711167 501 (C)(3) 145774 GENERAL SUPPORT HISPANIC UNITY OF FLORIDA INC 4740 N STATE ROAD 7 FORT LAUDERDALE FL 33308 592230272 501 (C)(3) 192943 GENERAL SUPPORT HOPE SOUTH FLORIDA INC 5840 JOHNSON ST LAUDERDALE LAKES FL 33319 590816448 501 (C)(3) 63000 GENERAL SUPPORT JACK & HILL CHILDREN'S CENTER 4701 NW 33RD AVE FORT LAUDERDALE FL 33309 590637870 501 (C)(3) 156460 GENERAL SUPPORT KIDS IN DISTRESS 819 NE 26 ST WILTON MANORS FL 33305 591927289 501 (C)(3) 112431 GENERAL SUPPORT LEGAL AID SERVICE OF BROWARD COUNTY INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 650161493 501 (C)(3) 218205 GENERAL SUPPORT LIFENET4FAMILIES 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 651060848 501 (C)(3) 35995 GENERAL SUPPORT LIGHTHOUSE OF BROWARD COUNTY INC 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 591650909 501 (C)(3) 61265 GENERAL SUPPORT LUZ DEL MUNDO (LIGHT OF THE WORLD CLINIC) 650 N ANDREWS AVE PLANTATION FL 33317 650266070 501 (C)(3) 174016 GENERAL SUPPORT MEMORIAL FOUNDATION 3329 JOHNSON ST HOLLYWOOD FL 33021 621202302 501 (C)(3) 149189 GENERAL SUPPORT SALVATION ARMY 1405 NW 10TH ST WILTON MANORS FL 33311 580660607 501 (C)(3) 63125 GENERAL SUPPORT SECOND CHANCE SOCIETY INC 1835 SE 4TH AVE FORT LAUDERDALE FL 33316 651118303 501 (C)(3) 46989 GENERAL SUPPORT SOUTH FLORIDA INSTITUTE OF AGING 2038 N DIXIE HWY SUITE 201 FORT LAUDERDALE FL 33305 591297932 501 (C)(3) 79640 GENERAL SUPPORT SUNSHINE SOCIAL SERVICES (SUNSERVE) 1835 SE 4TH AVE FORT LAUDERDALE FL 33312 010582371 501 (C)(3) 83955 GENERAL SUPPORT DANIEL CANTOR SENIOR CENTER 5000 N NOB HILL RD SUNRISE FL 33351 650245068 501 (C)(3) 22083 GENERAL SUPPORT EASTERSEALS SOUTH FLORIDA 1475 NW 14TH AVE MIAMI FL 33125 590722783 501 (C)(3) 20102 GENERAL SUPPORT FIREWALL CENTERS INC 840 SW 81ST AVE POMPANO BEACH FL 33069 061704451 501 (C)(3) 69999 GENERAL SUPPORT FOOD MARKETING CONSULTANTS INC 2805 N COMMERCE PKWY MIRAMAR FL 33025 591922910 501 (C)(3) 578301 GENERAL SUPPORT GILDA'S CLUB 119 ROSE DRIVE FORT LAUDERDALE FL 33316 650528626 501 (C)(3) 74695 GENERAL SUPPORT GOODMAN JEWISH FAMILY SERVICE INC OF BROWARD COUNTY 5890 S PINE ISLAND RD 201 DAVIE FL 33328 590995106 501 (C)(3) 105759 GENERAL SUPPORT JOE DI MAGGIO CHILDREN'S HOSPITAL FOUNDATION 100 S PINE ISLAND ROAD SUITE 230 FORT LAUDERDALE FL 33313 650492343 501 (C)(3) 82690 GENERAL SUPPORT MOUNT OLIVE DEVELOPMENT CORPORATION 1530 NW 6TH ST FORT LAUDERDALE FL 33311 650548855 501 (C)(3) 24213 GENERAL SUPPORT PACE CENTER FOR GIRLS OF BROWARD 2225 N ANDREWS AVE FORT LAUDERDALE FL 33311 592414492 501 (C)(3) 50000 GENERAL SUPPORT SLOW BURN THEATRE COMPANY 201 SW 5TH AVENUE FORT LAUDERDALE FL 33312 270802234 501 (C)(3) 8333 GENERAL SUPPORT TASKFORCE FOR ENDING HOMELESSNESS INC 1633 POINCIANA DR WILTON MANORS FL 33305 412110971 501 (C)(3) 40000 GENERAL SUPPORT URBAN LEAGUE OF BROWARD COUNTY INC 730 N ANDREWS AVE PEMBROKE PINES FL 33025 591564384 501 (C)(3) 189967 GENERAL SUPPORT YMCA OF SOUTH FLORIDA INC 900 SE 3RD AVE FORT LAUDERDALE FL 33316 590624464 501 (C)(3) 182958 GENERAL SUPPORT MUSEUM OF DISCOVERY AND SCIENCE 401 SW SECOND STREET FORT LAUDERDALE FL 33312 591709542 501 (C)(3) 16250 GENERAL SUPPORT COVENANT HOUSE FLORIDA INC 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 592323607 501 (C)(3) 25000 GENERAL SUPPORT SPECIAL OLYMPICS FLORIDA 1915 DON WICKHAM DR CLERMONT FL 34711 237181560 501 (C)(3) 25000 GENERAL SUPPORT X 0 0 0 0 0 0 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 294746 0 0 0 0 0 8308 0 6260 0 309314 0 0 0 MARIA HERNANDEZ CHIEF PROGRAM OFFICER 175364 0 0 0 0 0 5574 0 6260 0 187198 0 0 0 X 9 107887 STOCK EXCHANGE VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS AN INITAL DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, CFO AND CONTROLLER FOR ACCURACY BEFORE THE FORM IS PRESENTED TO THE AUDIT COMMITTEE. THE APPROVED DRAFT OF THE FORM 990 IS SUBSEQUENTLY PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FORM IS PRESENTED TO THE BOARD OF DIRECTORS. THE REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS IS COMPLETED PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOSURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, OFFICER AND KEY EMPLOYEES IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION TO CEO, EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA FROM SIMILAR-SIZED UNITED WAY ORGANIZATIONS AVAILABLE THROUGH UNITED WAY WORLDWIDE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE (WWW.UNITEDWAYBROWARD.ORG) FORM 990, PART VI, SECTION C, LINE 19 THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, AND KEY EMPLOYEE IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS. FORM 990, PART VIII, LINE 1E DUE TO THE CORONAVIRUS (COVID-19) PANDEMIC, WHICH HAS CAUSED SUBSTANTIAL DISRUPTION IN INTERNATIONAL AND U.S. ECONOMICS AND MARKETS DUE TO QUARANTINES, CANCELLATION OF EVENTS AND TRAVEL, BUSINESS AND SCHOOL SHUTDOWNS, AND OVERALL REDUCTION IN BUSINESS AND ECONOMIC ACTIVITY, THE ORGANIZATION RECEIVED APPROXIMATELY $862,000 FROM THE U.S. SMALL BUSINESS ADMINISTRATION ("SBA") AS PART OF THE PAYCHECK PROTECTION PROGRAM ("PPP") THROUGH A LOCAL FINANCIAL INSTIUTION. THE PPP IS DESIGNED TO PROVIDE A DIRECT INCENTIVE FOR SMALL BUSINESSES TO KEEP CERTAIN WORKERS ON THE PAYROLL. UNDER THIS METHOD THE PPP FUNDS WERE RECORDED AS A LIABILITY IN THE STATEMENT OF FINANCIAL POSITION WHEN IT WAS RECEIVED IN MAY 2020. DURING THE YEAR ENDED JUNE 30, 2021, THE ORGANIZATION RECOGNIZED THE REMAINING PPP FUNDS OF APPROXIMATELY $402,000 AS REVENUE WITHIN THE STATEMENT OF ACTIVITIES. ON JULY 12, 2021, THE ORGANIZATION RECEIVED FULL FORGIVENESS ON THE PPP LOAN.