2021-05-15T19:42:39-05:00 2020-06-30 592032210 CRIPPEN & CO 1900 SE 18TH AVE OCALA FL 344718312 990 2019-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 SCOT A QUINTEL KEY EMPLOYEE 3527329696 2021-05-14 MATTHEW J WHITE P01699449 3527324260 2021-05-15 2019 2022-09-23 18:48:47Z STEVEN LEE 2087610 false X WWW.UWMC.ORG X 1961 FL THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. 24 24 18 1044 0 1929576 1812095 0 101496 118270 36770 106466 2067842 2036831 1293815 1555561 0 700189 691854 0 208732 405205 410405 2399209 2657820 -331367 -620989 5999720 5684552 280598 395363 5719122 5289189 X THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. false false 1612789 1555561 UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUE TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 227 VOLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS. 629292 THERE ARE COSTS ASSOCIATED WITH EDUCATING UNITED WAY'S DONORS AND THE COMMUNITY ABOUT HUMAN SERVICE NEEDS AND THE WORK BEING ACCOMPLISHED BY UNITED WAY SUPPORTED AGENCIES ADDRESSING THOSE NEEDS. COSTS CHARGED TO THIS FUNCTION ARE THOSE NOT DIRECTLY ASSOCIATED WITH ANY SOLICITATION OF A CONTRIBUTION. 2242081 true true false false false false false false false true true false false false true false true false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 0 0 18 true false false false false false false false false false false false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false X X SCOT QUINTEL 3527329696 1401 NE SECOND STREET OCALA FL 34470 X CHRIS ALTOBELLO BOARD MEMBER 2.00 X 0 0 0 RUSTY BRANSON TREASURER 2.00 X X 0 0 0 ERIN BUSS PAST CHAIR 2.00 X X 0 0 0 LAUREN DEBICK VC PUBLIC RE 2.00 X X 0 0 0 GREGORY C HARRELL SECRETARY 2.00 X X 0 0 0 DR JAMES HENNINGSEN VC ANNUAL FU 2.00 X X 0 0 0 WILLIAM PAUL JR CHAIRMAN OF 2.00 X X 0 0 0 KATHY JUDKINS BOARD MEMBER 2.00 X 0 0 0 JARED KONSTANY BOARD MEMBER 2.00 X 0 0 0 MARK LANDER BOARD MEMBER 2.00 X 0 0 0 RICH LARKIN BOARD MEMBER 2.00 X 0 0 0 STEVEN LEE VC ADMINISTR 2.00 X X 0 0 0 KEN RUSSELL VC RESOURCE 2.00 X X 0 0 0 PATTY SCHIEFER BOARD MEMBER 2.00 X 0 0 0 ANGY SCROBLE BOARD MEMBER 2.00 X 0 0 0 KEVIN SHEILLEY BOARD MEMBER 2.00 X 0 0 0 MICHELLE STONE CHAIRMAN ELE 2.00 X X 0 0 0 CHUCK TROUT BOARD MEMBER 2.00 X 0 0 0 ANGIE UMPLEBY BOARD MEMBER 2.00 X 0 0 0 MARK VIANELLO BOARD MEMBER 2.00 X 0 0 0 DAVID WILLIS BOARD MEMBER 2.00 X 0 0 0 KATHLEEN WOODRING VC COMMUNITY 2.00 X X 0 0 0 ADAM WOODS BOARD MEMBER 2.00 X 0 0 0 JOHN ZOBLER VC STRATEGIC 2.00 X X 0 0 0 false false false 1100 246478 1564517 1812095 110646 110646 7624 7624 7624 7624 156945 50779 106166 106166 MISC RECEIPTS AND REFUNDS 300 300 300 2036831 7924 216812 1555561 1555561 152202 57228 49877 45097 414462 307210 32803 74449 17403 9321 3319 4763 65078 46138 7691 11249 42709 27655 6173 8881 18575 18575 24459 24459 32320 9503 13386 9431 54761 27656 14262 12843 37869 10859 20701 6309 11579 8670 1072 1837 185923 162604 2651 20668 15184 5770 4859 4555 EQUIPMENT MAINTENANCE 24887 12134 5313 7440 MEMBERSHIP 3581 1000 1371 1210 MISCELLANEOUS 1267 772 495 2657820 2242081 207007 208732 1475992 657566 663100 682811 1000 49772 79198 673232 375872 312545 297360 3495296 3963602 3015 3015 5999720 5684552 78566 74784 15041 9864 186991 310715 280598 395363 X 3874808 2969582 1844314 2319607 5719122 5289189 5999720 5684552 X -620989 378685 -187629 X false true true false X 1905197 2303388 2554967 1929576 1812095 10505223 1905197 2303388 2554967 1929576 1812095 10505223 10505223 74992 77229 96956 101496 110646 461319 57356 65061 88582 76207 156945 444151 11410693 23631 0.92060 0.93300 X PART II, LINE 10 OTHER INCOME-SPONSORSHIPS & 287,206 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3223815 5090 93432 148124 48600 3125613 3123876 5287 290725 172252 23821 3223815 3203078 6197 114783 175943 24239 3123876 3153694 6253 245569 183345 19093 3203078 3437420 6048 -75218 188712 25844 3153694 0.55550 0.44450 false false 68000 68000 477861 270669 207192 127371 105203 22168 297360 DONOR CHOICE CONTRIBUTIONS PAYABLE 188869 SBA LOAN 121846 310715 2038544 1713 1713 2036831 2036831 2468478 2468478 189342 189342 2657820 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,713 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 0 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR CHOICE ALLOCATIONS PAID 189,342 SPECIAL EVENTS 156945 156945 50779 156945 156945 50779 50779 106166 true ARNETTE HOUSE 2310 NE 24TH STREET OCALA FL 34470 592119445 3 98636 FAMILY COUNSELING BLESSED TRINITY CATHOLIC CHURCH 5 SE 7TH STREET OCALA FL 34471 596046933 3 7500 INVEST OCALA BLESSED TRINITY CATHOLIC CHURCH 5 SE 7TH STREET OCALA FL 34471 596046933 3 18409 HOT FOOD DELIVERY BOYS & GIRLS CLUB OF MARION COUNTY 800 SW 12 STREET OCALA FL 34471 591172127 3 73238 GENERAL SUPPORT BRIDGE OF HOPE 1202 SW 17TH STREET SUITE 201 135 OCALA FL 34471 352445373 3 10000 INVEST OCALA BROTHER'S KEEPERDIOCESE OF ORLANDO 5 SE 17TH STREET OCALA FL 34471 591404508 3 5553 UTILITIES CHILDREN'S HOME SOCIETY 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 590192430 3 21116 HEALTHY FAMILIES COMMUNITY OF GRATITUDE PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 12494 FOOD & GENERAL SUPP. CREATIVE SERVICES PO BOX 2193 OCALA FL 34478 591876422 3 113509 SHELTER EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 102803 SUCCESS BY 6 EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 48950 MATCH, SUCCESS BY 6 EPISCOPAL CHILDREN'S SERVICES 8443 BAYMEADOWS ROAD JACKSONVILLE FL 32256 591146765 3 50380 HEAD START PROGRAM FIFTH CIRCUIT PUBLIC GUARDIAN CORP 500 NE 8TH AVENUE OCALA FL 34470 593706138 3 25200 SALARY FLORIDA CENTER FOR THE BLIND 1411 NE 22ND AVENUE OCALA FL 34479 592953392 3 14626 VISION SCREENING HABITAT FOR HUMANITY PO BOX 5578 OCALA FL 34478 592992077 3 18060 PREVENT FORECLOSURE HEART OF FLORIDA HEALTH CENTER 1025 SW 1ST AVENUE OCALA FL 34471 590808854 3 30400 DENTAL SALARY & SUPP HEART OF FLORIDA UNITED WAY2-1-1 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 3 99174 INFORMATION & REFER HIS COMPASSION FOOD BANK 2800 NE 78TH STREET OCALA FL 34479 472334771 3 10000 INVEST OCALA INTERFAITH EMERGENCY SERVICES PO BOX 992 OCALA FL 34478 592349840 3 119395 COVID-19 EMERGENCY S INTERFAITH EMERGENCY SERVICES PO BOX 992 OCALA FL 34478 592349840 3 15000 FOOD FOR KIDS KIMBERLY'S CENTER FOR CHILD PROTECT 2800 NE 14 STREET OCALA FL 34470 593575631 3 146360 GENERAL SUPPORT MARION COUNTY HOMELESS COUNCIL 108 N MAGNOLIA AVE SUITE 202 OCALA FL 34475 562369991 3 19000 RENT & UTILITIES MARION COUNTY HOMELESS COUNCIL 108 N MAGNOLIA AVE SUITE 202 OCALA FL 34475 562369991 3 80000 COVID-19 EMERGENCY S MARION COUNTY LITERACY COUNCIL 110 E SILVER SPRINGS BLVD OCALA FL 34476 600000676 3 17270 GENERAL SUPPORT MARION CTY VETERANS HELPING VETERAN 2730 E SILVER SPRINGS BLVD UNIT 200 OCALA FL 34470 591878048 3 10000 INVEST OCALA MARION SENIOR SERVICES 1644 NE 22 AVENUE OCALA FL 34470 237362750 3 84737 GENERAL SUPPORT MARION THERAPEUTIS RIDING ASSN 6850 SE 41ST COURT OCALA FL 34480 592822032 3 7500 INVEST OCALA OPEN ARMS VILLAGE INC 1839 NE 8TH ROAD OCALA FL 34470 462321723 3 12500 INVEST OCALA OUTREACH AUTISM SERVICE 7634 SW 60TH AVENUE OCALA FL 34476 455484493 3 10862 MENTAL HEALTH SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 16736 SHELTER ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 18397 UTILITIES ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 6575 COVID-19 EMERGENCY S ST VINCENT DE PAUL SOCIETY 7801 SE US HIGHWAY 42 SUMMERFIELD FL 34491 592948683 3 16855 UTILITIES THE PEARL PROJECT 625 NE 12TH AVENUE OCALA FL 34470 824494844 3 10000 INVEST OCALA THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 97034 FOOD, UTIL., SALARY THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 16084 UTILITIES UNITED HANDS INC 1740 18TH STREET SUITE 901 OCALA FL 34471 591930334 3 22826 PROGRAM SUPPORT WEAR GLOVES INC 701 SE SANCHEZ OCALA FL 34471 273644705 3 5500 INVEST OCALA SCHEDULE I, PAGE 4, PART IV STAFF AND VOLUNTEERS MEET FREQUENTLY AND REVIEW QUARTERLY AND ANNUAL FINANCIAL STATEMENTS. ANY FAILURE TO REPORT OR QUESTIONABLE REPORTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE BOARD WHICH BOTH MEET ON A BI-MONTHLY BASIS. FORM 990 - ORGANIZATION'S MISSION THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUE TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 227 VOLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, THEN THE EXECUTIVE COMMITTEE AND FINALLY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C THERE IS NOT A FORMAL PROCEDURE. THE BOARD & STAFF REVIEW AND SIGN OFF ON THE POLICY ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A OUR CEO IS GIVEN GOALS FOR THE YEAR AND AT THE END OF THE YEAR LISTS HIS/HER ACCOMPLISHMENTS. THE EXECUTIVE COMMITTEE COMPRISED OF BOARD MEMBERS REVIEWS THESE DOCUMENTS, IF NECESSARY, UPDATES THE SALARY RANGE WITH COMPARABLE SALARIES FOR THE REGION AND METRO SIZE, AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE SALARY INCREASE FALLS WITHIN THE RANGE THAT HAS BEEN APPROVED FOR THE UPCOMING BUDGET. ANY BONUS THAT IS EARNED IS RECOMMENDED BY THE FINANCE COMMITTEE AND PASSES THRU THE SAME COMMITTEE APPROVAL AND MUST FALL WITHIN THE BUDGET GUIDELINES. FORM 990, PAGE 6, PART VI, LINE 15B THE FINANCE COMMITTEE ANNUALLY REVIEWS THE SALARY RANGES AND SETS THE STANDARD SALARY INCREASE FOR THE YEAR. THIS FOLLOWS WITH APPROVAL BY THE FINANCE COMMITTEE AND/OR THE EXECUTIVE COMMITTEE AND THE BOARD AS PART OF THE OPERATING BUDGET FOR THE YEAR. INDIVIDUALS DO SELF EVALUATIONS, THE CEO AND VICE PRESIDENTS DO EVALUATIONS, AND THE SALARY INCREASE IS DETERMINED BY THE CEO WITHIN THE RANGE ESTABLISHED BY THE FINANCE COMMITTEE AND ALLOWED BY THE BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF TRUSTS 1,713 CONTRIBUTOR CHOICE ALLOCATIONS 0 CONTRIBUTOR CHOICE PLEDGES -189,342 TOTAL -187,629