2022-12-15T23:00:15+00:00 2022-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2021-07-01 592116280 United Way of Central Florida Inc UNIT 8636481500 P O Box 1357 Highland City FL 338461357 CHRISTINA CRISER JACKSON CEO 2022-12-15 true CHRISTINA CRISER JACKSON 999009999 Gina Ardillo P01395893 9542028600 2021 2022-09-23 18:48:47Z CHRISTINA CRISER JACKSON P O Box 1357 Highland City FL 338461357 9903775 false X www.uwcf.org X 1980 FL To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive, local change. To unite our community and empower everyone to achieve their full potential. 31 31 46 1393 0 0 24438620 9178137 375839 307978 707251 396181 111 20397 25521821 9902693 19044082 5799305 0 2228830 2319515 0 1068411 1290431 1331044 22563343 9449864 2958478 452829 30720551 26696940 14183456 11366256 16537095 15330684 X Mission Statement: To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive, local change. Vision Statement: To unite our community and empower everyone to achieve their full potential. false false 6176093 5725668 322975 COMMUNITY IMPACT: UWCF'S PREMIER COMMUNITY INVESTMENT PROCESS MOBILIZES MORE THAN 100 VOLUNTEERS ON 16 TEAMS AROUND FOCUS AREAS OF EDUCATION, INCOME, HEALTH, AND SAFETY NET. THESE VOLUNTEERS VISIT PROGRAM SITES, REVIEW PREVIOUS INVESTMENTS, PROGRAM GOALS AND OUTCOMES, AND MAKE RECOMMENDATIONS ABOUT THE MOST EFFECTIVE WAY TO MEET CRITICAL COMMUNITY NEEDS. EDUCATION: The Early Literacy Initiative helps at-risk children develop the language skills they need to succeed in school. Given the right start, children learn to read, succeed academically and are more likely to graduate from high school. The Academic Achievement Initiative helps children in grades K-12 pass achievement tests at grade level and graduate on time. FINANCIAL STABILITY/INCOME: The Financial Stability Initiative helps families improve financial stability with GED and job training, credit and budgeting classes, money coaches, financial education and savings match programs. Improved credit scores, increases in emergency savings accounts, increases in job related credentials and/or increases in family income measure success. HEALTH: The Health Initiative helps people of all ages to improve or maintain good health. United Way improves access and utilization of health services and increases knowledge and personal responsibility about health issues that lead to improved blood pressure, weight control and other specific health indicators. United Way also works to reduce avoidable hospitalizations and incarcerations with prevention services and treatment for those with addiction. SAFETY NET: The Safety Net Initiative provides relatively short-term, crisis intervention services that vary widely, but meet one or more of the following: 1) Must verify that the service helped to stabilize a crisis, 2) Must refer clients to sources of on-going support (counseling, health clinic etc.) as needed, 3) Must verify quality of services using approved indicators selected by experts on a Safety Net Steering Team, 4) Crisis includes but is not limited to: health emergency, domestic violence, rape, child abuse, fire, teenaged runaways, hospice care, hunger & homelessness. END HUNGER INITIATIVE: The End Hunger Initiative helps to eliminate hunger and food insecurity by increasing the access to food and helps families to find financial stability. In 2020-22 our food distributions were able to provide food to over 650,000 visitors in Polk, Highlands and Hardee Counties. Over 5,000,000 meals were provided to communities in need. COMMUNITY PARTNERSHIP SCHOOL INITIATIVE: The Community Partnership School Initiative helps to provide a full-service health clinic, financial education and academic support for Polk's first Community Partnership School. In 2020, Crystal Lake Elementary, a community partnership school, began operations under guidance from the University of Central Florida. Five core partners of this project are Southeastern University, Heartland for Children, Central Florida Health Care, Polk County Public Schools, and United Way of Central Florida. 309604 5400 FAMILY FUNDAMENTALS: AN OUTREACH OF SUCCESS BY 6 - IS A "ONE-STOP" PARENT RESOURCE CENTER WHICH MOBILIZES PARTNERSHIPS WITH MORE THAN 42 HUMAN SERVICE ORGANIZATIONS PROVIDING PARENTS AND FAMILY MEMBERS WITH ACTIVITIES, CLASSES, READING, TUTORING AND OTHER PROGRAMS DESIGNED TO STRENGTHEN THE DEVELOPMENT OF OUR CHILDREN AND FAMILY RELATIONSHIPS. 272102 2-1-1: PROVIDES INFORMATION AND REFERRALS TO FAMILIES/INDIVIDUALS AND COMMUNITY GROUPS CONCERNING LOCAL SERVICES AND RESOURCES. 2-1-1 ALSO IDENTIFIES GAPS IN SERVICES; ASSISTS IN CREATING REMEDIES TO MEET LOCAL NEEDS; CONNECTS INDIVIDUALS/FAMILIES TO RESOURCES; AND ADVOCATES FOR ACCESS TO RESOURCES. IT ALSO WORKS TO PROVIDE BETTER SERVICE, ACCESSIBILITY AND INFORMATION TO THE HISPANIC COMMUNITY. 566326 73637 OTHER PROGRAM SERVICES: SUCCESS BY 6 (SB6): MOBILIZES VOLUNTEERS FROM LOCAL ORGANIZATIONS, BUSINESSES, GOVERNMENT, CHURCHES, CIVIC GROUPS, EDUCATORS AND HUMAN SERVICES TO ENSURE THAT ALL CHILDREN, BY THE AGE OF SIX, HAVE THE PHYSICAL, EMOTIONAL, SOCIAL AND MENTAL FOUNDATION TO SUCCEED IN SCHOOL AND IN LIFE. SINCE 1995, UWCF'S SB6 HAS FOCUSED ON EARLY LITERACY TO HELP CHILDREN ENTER SCHOOL READY TO SUCCEED. MORE THAN 134 PARENT LENDING LIBRARIES WERE IN CHILDCARE CENTERS SERVING LOW-INCOME FAMILIES; WITH AN AVERAGE OF 26,182 BOOKS CHECKED OUT ANNUALLY. THE BORN LEARNING CAMPAIGN INCREASES AWARENESS OF THE IMPORTANCE OF EARLY CHILDHOOD EDUCATION AND PROVIDED MORE THAN 300,000 MESSAGES TO CITIZENS. 220,000 PARENT RESOURCE GUIDES, WHICH INCLUDE CONTACT INFORMATION FOR CHILDREN AND PARENT SERVICES, WERE DISTRIBUTED DURING THE FISCAL YEAR. Dolly Parton Imagination Library mails a book each month to the homes of preschool children. LET'S GROW: An SB6 INITIATIVE THAT FOCUSES ON IMPROVING LANGUAGE SKILLS OF CHILDREN AT-RISK OF SCHOOL FAILURE. LANGUAGE SKILLS PREDICT THE ABILITY OF CHILDREN TO LEARN TO READ. OF MIDDLE/HIGH INCOME CHILDREN, 8 OF 10 ENTER SCHOOL WITH THE SKILLS THEY NEED. HOWEVER, ONLY 2 OF 10 LOW INCOME CHILDREN HAVE SUFFICIENT SKILLS. CHILDREN WHO ENTER SCHOOL READY TO SUCCEED, LEARN TO READ AND GRADUATE ON TIME. LET'S GROW PARTNERS PROVIDE EARLY LITERACY INTERVENTIONS IMPROVING VOCABULARY SCORES BY AN AVERAGE OF 5 MONTHS FOR EVERY 1 MONTH OF EXPOSURE TO THE INTERVENTIONS. MASTER TEACHER: AN OUTREACH OF SUCCESS BY 6 SCHOOL READINESS - THE EXPANDED MASTER TEACHER INITIATIVE TARGETS NEIGHBORHOODS WHERE CHILDREN CONSIDERED AT-RISK FOR SCHOOL FAILURE RESIDE. IT PROVIDES AN INTERNSHIP FOR CHILDCARE INSTRUCTORS USING FOUR MASTER TEACHERS, ALONG WITH PARENT EDUCATION CLASSES, TO HELP INSTRUCTORS AND PARENTS PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO SUCCEED. READINESS SKILLS FOR CHILDREN IN CLASSES WITH TEACHERS TRAINED BY A MASTER TEACHER IMPROVED AN AVERAGE OF 3 MONTHS FOR EVERY 1 MONTH WITH THE NEWLY TRAINED CAREGIVER. WOMEN UNITED - READINGPALS : IN SPRING 2012, UWCF RECEIVED A FIRST YEAR GRANT TO BEGIN READING PALS. PLANNING AND IMPLEMENTATION INCLUDED COLLABORATION WITH POLK AND HIGHLANDS COUNTY SCHOOLS, THE EARLY COALITION OF POLK AND LEARNING RESOURCE CENTER. FROM 2012-2020, CAROL AND BARNEY BARNETT INVESTED OVER $8,500,000 IN 17 REGIONS THROUGHOUT THE STATE OF FLORIDA TO IMPROVE EARLY LITERACY. READINGPALS FOCUSES ON ENGAGING, TRAINING, AND DEPLOYING VOLUNTEER TUTORS TO INCREASE THE NUMBER OF STUDENTS READING AT GRADE LEVEL BY THE END OF 3RD GRADE. IT IS IMPORTANT TO OUR COMMUNITY, TO THE BARNETTS, TO ALL BUSINESSES AND FAMILIES IN FLORIDA THAT WE MAKE A UNITED EFFORT TO REDUCE THE CLOSE TO 50% OF CHILDREN WHO ARE NOT READING AT GRADE LEVEL. A TOTAL OF 236 READING PALS WERE TRAINED TO OFFER TUTORING SESSIONS IN 58 CLASSROOMS IN THE 2020/21 SCHOOL YEAR. READINGPALS TRADITIONAL IN PERSON PROGRAM TRANSITIONED TO VIRTUAL ON A LIMITED BASIS IN 2020. IN 2021 the in-person program was scaled back to 6 schools and less than 50 volunteers. For the 2022 school year our goal is to return the program to the full 14 schools and 59 classrooms. DISASTER RELIEF: PROVIDES IMMEDIATE ASSISTANCE AND LONG-TERM RECOVERY SUPPORT IN THE EVENT OUR COMMUNITY NEEDS URGENT DISASTER RELIEF. UWCF DEVELOPS PARTNERSHIPS TO ADDRESS THE MANY CHALLENGES AND/OR EMERGENCIES THAT OUR COMMUNITY FACES. UWCF MEETS WITH PARTNERS TO COORDINATE THE EFFORTS OF GOVERNMENT, NON-PROFIT, AND FAITH-BASED ORGANIZATIONS INVOLVED IN DISASTER RESPONSE 566326 73637 7324125 true true false false false false false false true true false false false false true true false false false false false false false false false false true true true false false false false false false false false true false false false false true true false false false true 13 0 true 46 true false false false false false true true false false false false false false X 31 31 false false false false false false false true true false false true true true true true true true false false FL X X Jill Martin 8636481500 P O Box 1357 Highland City FL 338461357 Ashley Robin Bell Barnett Chair Elect/Community Impact Chair 2.0 X X 0 0 0 Brian Haas Secretary 2.0 X X 0 0 0 Chris Chaffin Treasurer 2.0 X X 0 0 0 Greg Littleton Chair 2.0 X X 0 0 0 Michael Tamney Vice Chair 2.0 X X 0 0 0 Alice Koehler director 1.0 X 0 0 0 Andy Oguntola director 1.0 X 0 0 0 Angel Davis director 1.0 X 0 0 0 Ann Claussen director 1.0 X 0 0 0 Brittany Honeycutt Sale director 1.0 X 0 0 0 Dusty Johnson director 1.0 X 0 0 0 Emily Rogers director 1.0 X 0 0 0 Emily Spath director 1.0 X 0 0 0 Gow Fields director 1.0 X 0 0 0 Jessica Turner Carlson Director (Partial Year) 1.0 X 0 0 0 Joe Wolf director 1.0 X 0 0 0 John Attaway Jr director 1.0 X 0 0 0 Jonathan Crain Community Investments Chair 2.0 X 0 0 0 Kim Long director 1.0 X 0 0 0 Kimberly Elmhorst director 1.0 X 0 0 0 Lyle Bowlin director 1.0 X 0 0 0 Major Ian Floyd Resource Development Chair 2.0 X 0 0 0 Mark Codd director 1.0 X 0 0 0 Mark Miller director 1.0 X 0 0 0 Merissa Green director 1.0 X 0 0 0 Nick Plott director 1.0 X 0 0 0 Rick Garcia director 1.0 X 0 0 0 Scott Sjoblom director 1.0 X 0 0 0 Sheriff Vent Crawford director 1.0 X 0 0 0 Tim Campbell director 1.0 X 0 0 0 Tip Fowler director 1.0 X 0 0 0 Troy Smith director 1.0 X 0 0 0 Anastasia Walsh VP Resource Development-partial year 37.5 X 29177 0 3026 Ansley Woods VP Resource Development-partial year 37.5 X 62296 0 10319 Christina Criser Jackson CEO 37.5 X 136753 0 17520 Jill Martin CFO 37.5 X 111898 0 15547 Katherine Fitzwater VP Marketing & Communications 37.5 X 65299 0 12097 Rod Crowley COO 37.5 X 91045 0 13055 496468 0 71564 2 false true false 0 7774 12463 9157900 283940 9178137 Service & Admin fees 900099 307978 307978 0 0 0 0 307978 137161 137161 0 0 260102 0 0 1082 260102 -1082 259020 259020 Miscellaneous 900099 20397 20397 0 0 0 0 20397 9902693 328375 0 396181 5691615 5691615 107690 107690 569769 128996 322945 117828 39455 39455 1348169 516348 420396 411425 67136 30667 18955 17514 158730 71113 32891 54726 136256 46928 50959 38369 39573 39573 52136 52136 226817 185544 0 41273 253672 108859 52773 92040 151820 67209 80127 4484 130324 11343 111337 7644 106302 34251 72051 38478 7937 4997 25544 55680 4942 28780 21958 138029 138029 83848 50768 16819 16261 4879 4879 Membership dues 22865 5005 11415 6445 Allocation of indirect costs 0 254376 -461881 207505 26621 534 20692 5395 9449864 7324125 1057328 1068411 3860819 5179269 18432658 13928448 282541 510542 0 0 0 0 194244 270270 1693028 1274445 465170 418583 6578183 5648132 0 0 906936 741696 30720551 26696940 221927 323935 13961529 11042321 0 0 0 0 14183456 11366256 X 10936741 9862387 5600354 5468297 16537095 15330684 30720551 26696940 X 452829 -1224571 -434669 X false true X true false X 10536400 10092354 12874454 24438620 9178137 67119965 0 0 10536400 10092354 12874454 24438620 9178137 67119965 11504698 55615267 153656 157488 143352 134091 137161 725748 0 0 0 0 0 0 5180 11198 1175 111 20397 38061 67883774 2878555 0.8193 0.8174 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 5180.0, COLUMN B - 11198.0, COLUMN C - 1175.0, COLUMN D - 111.0, COLUMN E - 20397.0, COLUMN F - 38061.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3898526 62742 -495837 107927 3357504 3225219 12408 773626 112727 3898526 3392925 12197 -50066 129837 3225219 3308318 12071 128091 55555 3392925 3158957 13161 223670 87470 3308318 0.1864 0.3683 0.4453 true false 100000 100000 1051263 786709 264554 113651 113651 0 428114 374085 54029 418583 Designations Payable - Split Interest Trust 0 X 7610360 -1224571 56089 -163323 -1331805 8942165 52136 908392 960528 9902693 8816771 56089 0 56089 8760682 52136 637046 689182 9449864 Schedule D, Part V, Line 4 Intended uses of endowment funds Spending was made in funds owned and controlled by a 3rd party Trustee, in accordance with donor stipulations. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UWCF has received determination of tax exempt status from the Internal Revenue Service under Code Section 501(c)(3) and, consequently, the earnings of UWCF are not taxed. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. UWCF does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. UWCF recognizes interest and/or penalties related to income tax matters in income tax expense. UWCF did not have any amount accrued for interest and penalties at June 30, 2022, or 2021. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGES IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS - -163323 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Estimated Uncollectibles - 271346 Donor Designations - 637046 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 637046 true 10090 American National Red Cross - WH 147 Avenue A Northwest Winter Haven FL 33881 590624362 501c3 66975 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Achievement Academy Inc 716 E Bella Vista Street Lakeland FL 33805 590774205 501c3 201935 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Alliance for Independence 1038 Sunshine Drive East Lakeland FL 33801 590812958 501c3 194618 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Big Brothers & Big Sisters 1231 East Orange Street Lakeland FL 33801 592173085 501c3 118124 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Big Brothers Big Sisters of the Suncoast (Florida Ridge) 1000 Tamiami Trail South Suite C Venice FL 34285 591361826 501c3 19282 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Boy Scouts-Gulf Ridge Council 13228 N Central Avenue Tampa FL 33612 590624406 501c3 55437 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Boys & Girls Club-Highlands County PO Box 1596 Sebring FL 33871 593468588 501c3 17185 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Boys & Girls Clubs of Polk County PO Box 763 Lakeland FL 33802 590171815 501c3 405944 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Camp Fire USA Sunshine Council Inc 2600 Buckingham Ave Lakeland FL 33803 590637819 501c3 125706 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Catholic Charities of Central Florida 1819 N Semoran Blvd Orlando FL 32807 591214353 501c3 52009 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Central Florida Health Care Inc 47 5th Street NW Winter Haven FL 33881 591404594 501c3 230500 0 N/A N/A Donor Designated for Disaster/ Emergency Relief, Donor Designated for Program Costs Central Florida Speech & Hearing Center Inc 3020 Lakeland Highlands Road Lakeland FL 33803 590939466 501c3 217655 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Champion for Children Foundation of Highlands County PO Box 7125 Sebring FL 33872 650444941 501c3 41243 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Children's Home Society of Greater Lakeland 1010 East Rose Street Lakeland FL 33801 590192430 501c3 67217 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Church Service Center 495 E Summerlin Street Bartow FL 33830 591162397 501c3 62687 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Early Learning Coalition -Hardee 2886 Tamiami Trail Suite 1 Port Charlotte FL 33952 651047991 501c3 45042 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Early Learning Coalition-Highlands 2886 Tamiami Trail Suite 1 Port Charlotte FL 33952 651047991 501c3 44137 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Early Learning Coalition-Polk County 115 S Missouri Avenue Ste 501 Lakeland FL 33815 593648316 501c3 254283 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Epilepsy Services of West Central Florida 1102 South Florida Avenue Lakeland FL 33803 593151484 501c3 51294 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Explorations V Children's Museum 109 N Kentucky Avenue Lakeland FL 33801 592994883 501c3 70571 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Family Literacy Academy at Lake Wales 31 Oak Street Babson Park FL 33827 474294685 501c3 31735 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Feeding Tampa Bay 4702 Transport Drive 6 Tampa FL 33605 592116576 501c3 58570 0 N/A N/A Donor Designated for Disaster/ Emergency Relief, Donor Designated for General Support Frostproof Care Center 17 South Scenic Highway Frostproof FL 33843 592988744 501c3 69300 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Girl Scouts-West Central FL 4610 Eisenhower Boulevard Tampa FL 33634 590624454 501c3 126813 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Girls Incorporated of Lakeland PO Box 1975 Lakeland FL 33802 237101551 501c3 182341 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Girls Incorporated of Winter Haven PO Box 7285 Winter Haven FL 33883 591158810 501c3 129442 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Good Shepherd Hospice 3010 W Azeele Street Suite 120 Tampa FL 33609 205276923 501c3 92740 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Hands for Homeless Inc PO Box 240 Avon Park FL 33826 824299863 501c3 6900 0 N/A N/A Donor Designated for Disaster/ Emergency Relief Hardee Help Center P O Box 422 Wauchula FL 33873 592993242 501c3 22433 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Heart of Florida Legal Aid Society Inc 550 East Davidson Street Bartow FL 33830 596215748 501c3 58626 0 N/A N/A Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Heartland for Children PO Box 1017 Bartow FL 33831 020619609 501c3 100592 0 N/A N/A Donor Designated for Disaster/ Emergency Relief, Donor Designated for General Support Heartland Horses Equine Activities and Learning Inc PO Box 6884 Avon Park FL 33826 593734956 501c3 11616 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Help of Fort Meade 121 West Broadway Street Fort Meade FL 33841 592993886 501c3 51591 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Highlands County Family YMCA 100 YMCA Lane Sebring FL 33872 592859656 501c3 18356 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost House of Hope of Polk County Inc 1801 Havendale Blvd Winter Haven FL 33881 824395460 501c3 23000 0 N/A N/A Donor Designated for Disaster/ Emergency Relief Inspiration Ministries INC (Blessing and Hope) PO Box 2735 Lakeland FL 33806 061596874 501c3 27150 0 N/A N/A Donor Designated for Disaster/ Emergency Relief kidsPACK Inc 3725 Frontage Road North Suite 1 Lakeland FL 33810 800830473 501c3 7876 0 N/A N/A Donor Designated for Disaster/ Emergency Relief, Donor Designated for General Support Lake Wales Family YMCA 1001 Burns Ave Lake Wales FL 33853 591741481 501c3 5828 0 N/A N/A Designated for Program Costs Lakeland Volunteers In Medicine 600 West Peachtree Street Lakeland FL 33815 522351630 501c3 132608 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Lakeland Youth Alliance Inc PO Box 8978 Lakeland FL 33806 593666953 501c3 6021 0 N/A N/A Donor Designated for General Support Learning Resource Center 1628 S Florida Avenue Lakeland FL 33803 510182646 501c3 178634 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Mulberry Community Service Center 211 NW 1st Ave Mulberry FL 33860 591896141 501c3 230581 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost NU-Hope Elder Care Services Inc 3530 Office Park Road Sebring FL 33870 591649814 501c3 107040 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Peace River Center P O Box 1559 Bartow FL 33831 590818924 501c3 228787 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Polk Vision 600 N Broadway Ave Ste 201 Bartow FL 33830 200141870 501c3 7500 0 N/A N/A Donor Designated for Disaster/ Emergency Relief; General Operating Cost Ridge Area ARC 120 West College Drive Avon Park FL 33825 590829984 501c3 27832 0 N/A N/A Program Operating Support, Donor Designated for General Support Salvation Army of East Polk (Winter Haven) PO Box 1069 Winter Haven FL 33882 590631403 501c3 97608 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Salvation Army Serving Western Polk (Lakeland) PO Box 928 Lakeland FL 33802 590631403 501c3 234841 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost SPCA Tampa Bay 9099 130th Avenue North Largo FL 33773 590715928 501c3 10387 0 N/A N/A Donor Designated for General Agency Support Talbot House Ministries PO Box 902 Lakeland FL 33802 592151802 501c3 256183 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Tampa Lighthouse for the Blind 1106 West Platt Street Tampa FL 33606 590637876 501c3 85884 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Temple Emanuel 600 Lake Hollingsworth Drive Lakeland FL 33803 590915228 501c3 10781 0 N/A N/A Donor Designated for Disaster/ Emergency Relief, Donor Designated for General Support The Freedom Tour Inc (The Freedom Church) 108 1st Eloise St Winter Haven FL 33880 814516415 501c3 32000 0 N/A N/A Donor Designated for Disaster/ Emergency Relief Tri-County Human Services Inc 1815 Crystal Lake Drive Lakeland FL 33801 591708182 501c3 58110 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Volunteers in Service to the Elderly (VISTE) 1232 East Magnolia Street Lakeland FL 33801 592625297 501c3 130853 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Women's Care Center of Bartow PO Box 1040 Bartow FL 33831 650332777 501c3 24188 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Women's Resource Center 165 Avenue A NW Winter Haven FL 33831 592344584 501c3 58415 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost YMCA of West Central Florida 3620 Cleveland Heights Boulevard Lakeland FL 33803 591158144 501c3 123147 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Youth & Family Alternatives 7524 Plathe Road New Port Richey FL 34653 591545990 501c3 36087 0 N/A N/A Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost 59 0 COVID-19 DISASTER RELIEF - FOOD, SHELTER, UTILITIES ETC 15 25587 0 N/A N/A FAMILY EMERGENCY RELIEF - FOOD, SHELTER, UTILITIES, ETC 120 77330 4773 FMV Publix Food Cards Schedule I, Part II Definitions of codes used General operating cost: An unrestricted grant made to an agency in support of its general operating costs Program operating cost: A restricted grant made to an agency in support of the costs associated with a specific program that it operates Donor designated for general support: An unrestricted grant made to an agency at the direction of the donor (s) in support of its general operating costs Donor designated for program costs: An unrestricted grant made to an agency at the direction of the donor (s) in support of the costs associated with a specific program that it operates Donor designated for disaster/emergency relief: An unrestricted grant made to an agency at the direction of the donor (s) in support of the costs associated with providing disaster/emergency relief efforts to victims Donor designated, 3rd party processed, for general support: An unrestricted grant made to an agency, at the direction of the donor(s), collected and paid directly to the agency by a 3rd party, in support of its general operating costs Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Member agencies of the United Way of Central FL submit an annual application to the Community Impact department for review. This application proves ongoing eligibility of the agency and its programs. For non-member agencies of the United Way of Central FL, an application packet is mailed and eligibility for that agency to receive designated funds is determined. Non-member applications are good for three years. Each year more than 100 volunteers on 16 teams visit program sites, review previous investments, program goals and outcomes, and make recommendations about the most effective way to meet critical needs. The process includes: 1. An on-line application process that includes explanation of the proposed use, historic and anticipated results from use of the funding. Applications include agency and program budgets, program profile, demographics, specific outcomes and related indicators that measure results. Social conditions identify the need for the service in the community. A success story provides an example of a client whose life was impacted by the service. 2. Financial review of the organization to gain a level of assurance that the organization follows sound policies. Partner programs submit budgets. 3. A copy of the organization's 990 and audit are also required. 4. Verification of compliance with the provisions of the Patriot act are included in the application. 5. Verification of current status as an IRS code section 501 (c) (3) nonprofit organization. 6. Community Investment Teams, composed of trained volunteers and staff, conduct site visits to meet the applicant's CEO, Board member(s), program staff and clients served. Teams monitor staff credentials and impact data collection to verify reliability. Partner programs are required to provide UWCF with 6 month progress reports that show how the funding has been utilized as well as a final report. X X X X false false false false false false false false false Christina Criser Jackson CEO 136353 0 0 0 400 0 10626 0 6894 0 154273 0 0 0 X 3 263768 Market value X 1 20172 Selling cost 0 false true false Form 990, Part III, Line 4d Description of other program services (Expenses $ 566,326 including grants of $ 73,637) OTHER PROGRAM SERVICES: SUCCESS BY 6 (SB6): MOBILIZES VOLUNTEERS FROM LOCAL ORGANIZATIONS, BUSINESSES, GOVERNMENT, CHURCHES, CIVIC GROUPS, EDUCATORS AND HUMAN SERVICES TO ENSURE THAT ALL CHILDREN, BY THE AGE OF SIX, HAVE THE PHYSICAL, EMOTIONAL, SOCIAL AND MENTAL FOUNDATION TO SUCCEED IN SCHOOL AND IN LIFE. SINCE 1995, UWCF'S SB6 HAS FOCUSED ON EARLY LITERACY TO HELP CHILDREN ENTER SCHOOL READY TO SUCCEED. MORE THAN 134 PARENT LENDING LIBRARIES WERE IN CHILDCARE CENTERS SERVING LOW-INCOME FAMILIES; WITH AN AVERAGE OF 26,182 BOOKS CHECKED OUT ANNUALLY. THE BORN LEARNING CAMPAIGN INCREASES AWARENESS OF THE IMPORTANCE OF EARLY CHILDHOOD EDUCATION AND PROVIDED MORE THAN 300,000 MESSAGES TO CITIZENS. 220,000 PARENT RESOURCE GUIDES, WHICH INCLUDE CONTACT INFORMATION FOR CHILDREN AND PARENT SERVICES, WERE DISTRIBUTED DURING THE FISCAL YEAR. Dolly Parton Imagination Library mails a book each month to the homes of preschool children. LET'S GROW: An SB6 INITIATIVE THAT FOCUSES ON IMPROVING LANGUAGE SKILLS OF CHILDREN AT-RISK OF SCHOOL FAILURE. LANGUAGE SKILLS PREDICT THE ABILITY OF CHILDREN TO LEARN TO READ. OF MIDDLE/HIGH INCOME CHILDREN, 8 OF 10 ENTER SCHOOL WITH THE SKILLS THEY NEED. HOWEVER, ONLY 2 OF 10 LOW INCOME CHILDREN HAVE SUFFICIENT SKILLS. CHILDREN WHO ENTER SCHOOL READY TO SUCCEED, LEARN TO READ AND GRADUATE ON TIME. LET'S GROW PARTNERS PROVIDE EARLY LITERACY INTERVENTIONS IMPROVING VOCABULARY SCORES BY AN AVERAGE OF 5 MONTHS FOR EVERY 1 MONTH OF EXPOSURE TO THE INTERVENTIONS. MASTER TEACHER: AN OUTREACH OF SUCCESS BY 6 SCHOOL READINESS - THE EXPANDED MASTER TEACHER INITIATIVE TARGETS NEIGHBORHOODS WHERE CHILDREN CONSIDERED AT-RISK FOR SCHOOL FAILURE RESIDE. IT PROVIDES AN INTERNSHIP FOR CHILDCARE INSTRUCTORS USING FOUR MASTER TEACHERS, ALONG WITH PARENT EDUCATION CLASSES, TO HELP INSTRUCTORS AND PARENTS PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO SUCCEED. READINESS SKILLS FOR CHILDREN IN CLASSES WITH TEACHERS TRAINED BY A MASTER TEACHER IMPROVED AN AVERAGE OF 3 MONTHS FOR EVERY 1 MONTH WITH THE NEWLY TRAINED CAREGIVER. WOMEN UNITED - READINGPALS : IN SPRING 2012, UWCF RECEIVED A FIRST YEAR GRANT TO BEGIN READING PALS. PLANNING AND IMPLEMENTATION INCLUDED COLLABORATION WITH POLK AND HIGHLANDS COUNTY SCHOOLS, THE EARLY COALITION OF POLK AND LEARNING RESOURCE CENTER. FROM 2012-2020, CAROL AND BARNEY BARNETT INVESTED OVER $8,500,000 IN 17 REGIONS THROUGHOUT THE STATE OF FLORIDA TO IMPROVE EARLY LITERACY. READINGPALS FOCUSES ON ENGAGING, TRAINING, AND DEPLOYING VOLUNTEER TUTORS TO INCREASE THE NUMBER OF STUDENTS READING AT GRADE LEVEL BY THE END OF 3RD GRADE. IT IS IMPORTANT TO OUR COMMUNITY, TO THE BARNETTS, TO ALL BUSINESSES AND FAMILIES IN FLORIDA THAT WE MAKE A UNITED EFFORT TO REDUCE THE CLOSE TO 50% OF CHILDREN WHO ARE NOT READING AT GRADE LEVEL. A TOTAL OF 236 READING PALS WERE TRAINED TO OFFER TUTORING SESSIONS IN 58 CLASSROOMS IN THE 2020/21 SCHOOL YEAR. READINGPALS TRADITIONAL IN PERSON PROGRAM TRANSITIONED TO VIRTUAL ON A LIMITED BASIS IN 2020. IN 2021 the in-person program was scaled back to 6 schools and less than 50 volunteers. For the 2022 school year our goal is to return the program to the full 14 schools and 59 classrooms. DISASTER RELIEF: PROVIDES IMMEDIATE ASSISTANCE AND LONG-TERM RECOVERY SUPPORT IN THE EVENT OUR COMMUNITY NEEDS URGENT DISASTER RELIEF. UWCF DEVELOPS PARTNERSHIPS TO ADDRESS THE MANY CHALLENGES AND/OR EMERGENCIES THAT OUR COMMUNITY FACES. UWCF MEETS WITH PARTNERS TO COORDINATE THE EFFORTS OF GOVERNMENT, NON-PROFIT, AND FAITH-BASED ORGANIZATIONS INVOLVED IN DISASTER RESPONSE Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS THE ORGANIZATION'S CEO REVIEWS AND APPROVES COMPENSATION FOR THE OTHER OFFICERS. THE CEO USES COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. THIS PROCESS IS DOCUMENTED DURING THE ANNUAL BUDGET PROCESS. THIS WAS DONE BY THE CEO PRIOR TO THE END OF FYE 6/30/2022. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee is composed of all officers of the Board of Directors. The Executive Committee may act broadly on behalf of the full Board whenever the need arises or the full Board is not scheduled or cannot meet. Form 990, Part VI, Line 11b Review of form 990 by governing body A full electronic copy of the form 990 was e-mailed to the Board including the Finance Committee. The Finance Committee reviewed the Form 990 in more depth and reported at the subsequent Board meeting, prior to the 990's filing. Form 990, Part VI, Line 12c Conflict of interest policy Each year Board members and staff are asked to review and become familiar, or refamiliarize themselves with the organization's conflict of interest policy and to state any existing conflicts as defined in the policy. Directors with conflicts abstain from voting on related issues as noted in the minutes of the meeting. Each fiscal year, a completed questionnaire is also sent to Directors to disclose family and business relationships and establish whether there might be any relationships or business transactions to report or disclose in the form 990 or that affect independence. The responses are reviewed, maintained, and summarized by the administrative assistant to the President. Form 990, Part VI, Line 15a Process to establish compensation of top management official UWCF adopted an executive compensation program policy guide in June 2009 for performance and compensation of the CEO, CFO and other members of the leadership team. UWCF will strive to provide executive salaries and total compensation levels that are competitive with the marketplace and that are internally equitable. UWCF will reward executive performance based on predetermined goals and objectives supportive of the mission and business objective. Finally, UWCF will strive to provide competitive, affordable, and fair executive perquisites and executive benefits. Enforcement and administrative responsibilities for the program involving the CEO and CFO rests with the executive committee. Those same responsibilities rest with the CEO for all other members of the leadership team. The Executive Committee also serves as the Compensation Committee that meets annually to review the President's performance and compensation. They analyze and compare salaries and benefits of similar size United Ways. Decisions made by the Executive Committee are documented in the employee's file. In the determination of compensation, comparability data provided by United Way Worldwide is used to ensure reasonableness. This process was last done for the CEO position prior to the end of FYE 6/30/2022. Form 990, Part VI, Line 19 Required documents available to the public The form 990 and audited financial statements are available on the organization's website at www.uwcf.org. These documents as well as the conflict of interest policy and governing documents are available upon request by phone, mail or in person. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGES IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS - -163323; Uncollectible Pledges - -271346; PERPETUAL TRUST P O BOX 1357 HIGHLAND CITY FL 338461357 TRUST FL NA Trust false false false false false false false false false false false false false false false false false false false false