2021-05-11T06:58:12-05:00 2020-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2019-07-01 590637825 UNITED WAY OF NORTHEAST FLORIDA INC UNIT 9043903200 40 EAST ADAMS STREET NO 200 JACKSONVILLE FL 32202 MICHELLE BRAUN PRESIDENT & CEO 9043903200 2021-05-11 1 AMY BIBBY P00445891 8282542254 2021-05-11 2019 2022-09-23 18:48:47Z MICHELLE BRAUN 40 EAST ADAMS STREET NO 200 JACKSONVILLE FL 32202 28210078 0 X WWW.UNITEDWAYNEFL.ORG X 1964 FL SEE SCHEDULE O. 16 16 81 4986 0 0 21185419 26449502 0 213894 67869 68525 0 153381 21253288 26885302 15255182 18236369 0 0 5318255 5184462 0 0 1771312 2945003 2818081 23518440 26238912 -2265152 646390 20354822 23292003 3933951 6161621 16420871 17130382 X SEE SCHEDULE O. 0 0 8238070 5832516 213894 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 79,883 PHONE CALLS IN FY2019-20 AND MADE 37,904 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 FY2019-20. 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 2019-2020, UNITED WAY'S VOLUNTEER AND COMMUNITY ENGAGEMENT OFFICE GENERATED MORE THAN 190 PROJECTS THAT INVOLVED MORE THAN 2,673 COMPANY AND COMMUNITY VOLUNTEERS WITH A TOTAL OF MORE THAN 15,340 LOGGED VOLUNTEER HOURS. WITH THE INCLUSION OF OUR MORE THAN 428 READING PALS, ACHIEVERS FOR LIFE MENTORS AND REALSENSE VOLUNTEERS, THE OFFICE LOGGED IN CLOSE TO 29,785 HOURS OF VOLUNTEER SERVICE. 4580193 4361501 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. DROPPING OUT IS A GRADUAL PROCESS WITH SIGNS APPEARING AS EARLY AS MIDDLE SCHOOL. WARNING SIGNS OF DROPPING OUT IN THE FUTURE INCLUDE POOR ATTENDANCE, BEHAVIOR, READING AND MATH GRADES AND READING AND MATH STANDARDIZED TEST SCORES. 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. SINCE IMPLEMENTING ACHIEVERS FOR LIFE IN 2007, 6099 STUDENTS AND THEIR FAMILIES HAVE PARTICIPATED IN THE INITIATIVE, AND WE HAVE CONSISTENTLY MEASURED THE RESULTS OF AFL STUDENTS. THIS INITIATIVE IN COLLABORATION WITH OUR IMPACT AND COMMUNITY PARTNERS HAS, ON AVERAGE, RESULTED IN PROMOTION RATES OF 99%, ATTENDANCE RATES OF 100% AND GPAS REACHING 2.55 FOR STUDENTS WHO WERE STRUGGLING IN SCHOOL BEFORE ADDITIONAL SUPPORT. IN ADDITION, AFTER THREE YEARS OF SUPPORT ACHIEVERS FOR LIFE: 88% OF STUDENTS HAD AN A, B, OR C IN MATH; 85% OF STUDENTS HAD AN A, B, OR C IN ENGLISH; 99% OF STUDENTS HAD 2 OR FEWER SCHOOL SUSPENSIONS; AND STABILIZE FAMILIES - 99% OF AFL FAMILIES DID NOT MOVE, EITHER PLANNED OR UNPLANNED, DURING THE SCHOOL YEAR. COMMUNITIES IN SCHOOLS OF JACKSONVILLE, BIG BROTHERS BIG SISTERS OF NE FL AND JEWISH FAMILY AND COMMUNITY SERVICES ARE UNITED WAY'S LEAD PARTNERS IN IMPLEMENTING THIS INITIATIVE. IN MAY 2009, ACHIEVERS FOR LIFE WAS RECOGNIZED BY UNITED WAY WORLDWIDE AS A BEST PRACTICE IN EDUCATION INNOVATION. MICHAEL WARD'S $1 MILLION PLEDGE DURING 2008, OSCAR AND CATHY MUNOZ'S PLEDGE OF $1 MILLION DURING 2010, AVAILITY'S $500,000 PLEDGE IN 2011 AND FNF'S $500,000 PLEDGE IN 2012 AND $500,000 FROM THE DUVAL COUNTY PUBLIC SCHOOLS ARE INDICATIVE OF DONOR INTEREST IN IMPROVING GRADUATION RATES THROUGH INITIATIVES LIKE ACHIEVERS FOR LIFE. ACHIEVERS FOR LIFE WAS IN TEN MIDDLE SCHOOLS IN DUVAL COUNTY IN 2020-21: ARLINGTON, LAKESHORE, MATHEW GILBERT, NORTHWESTERN, JEB STUART, JEFFERSON DAVIS, YOUNG MEN'S AND YOUNG WOMEN'S LEADERSHIP ACADEMY, JEAN RIBAULT, HIGHLANDS AND JOSEPH STILWELL. 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. SINCE SUCCESS BY 6 BEGAN IN 2007, 1915 PRESCHOOLERS HAVE RECEIVED GRANTS TO ATTEND TWO YEARS OF HIGH-QUALITY EARLY LEARNING. BECAUSE SUCCESS BY 6 FUNDING SUPPORTS THE HIGH-QUALITY EDUCATION PROGRAMMING AT THE CENTERS, MORE THAN 2,500 PRESCHOOLERS BENEFIT EACH YEAR. 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. UNITED WAY OF NE FL IS ONE OF 17 FLORIDA UNITED WAYS SHARING A MULTI-MILLION DOLLAR GRANT FROM CAROL & BARNEY BARNETT OF PUBLIX SUPER MARKETS. THE GOAL IS TO ENSURE THAT MORE CHILDREN IN OUR COMMUNITY START KINDERGARTEN READY TO LEARN TO READ. READINGPALS MATCHES VOLUNTEERS WITH FOUR-YEAR-OLD VPK STUDENTS FOR READING AND ACTIVITIES TO BUILD ORAL LANGUAGE SKILLS AND VOCABULARY. READINGPALS IS A STATEWIDE EARLY LITERACY INITIATIVE THAT PROVIDES VOLUNTEER MENTORS FOR VOLUNTARY PREKINDERGARTEN (VPK) STUDENTS WHO NEED EXTRA HELP. IN THE PAST SEVEN YEARS READINGPALS HAS SERVED OVER 1814 CHILDREN WITH OVER 933 VOLUNTEERS. READINGPALS PROVIDED APPROXIMATELY 16,000 BOOKS TO STUDENTS AND VOLUNTEERS GAVE OVER 10,000 HOURS OF READING TIME. TRADITIONALLY, READINGPALS STUDENTS START FURTHER BEHIND THAN THEIR PEERS. IN LAST YEAR'S EVALUATION, READING PALS STUDENTS HAD A 40% INCREASE ON ORAL LANGUAGE/VOCABULARY ASSESSMENTS FROM FALL TO SPRING COMPARED TO A 22% INCREASE FOR NON-READINGPALS STUDENTS. THIS YEAR, ALL READINGPALS VOLUNTEER SESSIONS WERE VIRTUAL WITH VELLO, AN ONLINE TUTORING PLATFORM. 4723878 2960999 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. MAJOR FUNDING PARTNERS ARE BAPTIST HEALTH, CHARTRAND FAMILY FUND, DUVAL COUNTY PUBLIC SCHOOLS, DUVAL COUNTY DEPARTMENT OF HEALTH, KIDS HOPE ALLIANCE, LUCY GOODING CHARITABLE FOUNDATION TRUST, ST. VINCENT'S MOBILE HEALTH AND WEAVER FAMILY FOUNDATION. 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. FULL SERVICE SCHOOLS PROVIDES A COMPREHENSIVE ARRAY OF SERVICES TO 87 DUVAL COUNTY SCHOOLS, WITH 57,000 STUDENTS ELIGIBLE TO RECEIVE SERVICES. AN ADDITION, 56,000 STUDENTS (AT 73 DUVAL COUNTY SCHOOLS) HAVE ACCESS TO COMPREHENSIVE MENTAL HEALTH SERVICES. SINCE THE CREATION OF THE FIRST SITE IN THE ANDREW JACKSON FEEDER PATTERN IN 1991, FULL SERVICE SCHOOLS OF JACKSONVILLE HAS GROWN TO EIGHT TARGETED NEIGHBORHOODS IN DUVAL COUNTY. THEY ARE: ARLINGTON FAMILY RESOURCE CENTER, BEACHES FAMILY RESOURCE CENTER, ENGLEWOOD FAMILY RESOURCE CENTER, GREATER SPRINGFIELD FAMILY RESOURCE CENTER, HISTORIC JAMES WELDON JOHNSON FAMILY RESOURCE CENTER, RIBAULT FAMILY RESOURCE CENTER, SANDALWOOD FAMILY RESOURCE CENTER AND WESTSIDE FAMILY RESOURCE CENTER. 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. THE NATIONAL CENTER FOR SCHOOL ENGAGEMENT, CONDUCTED AN EVALUATION (2011-12) OF FULL-SERVICE SCHOOLS THAT SHOWED THE FOLLOWING RESULTS FOR STUDENTS WHO RECEIVED COUNSELING: 20% IMPROVEMENT IN ATTENDANCE, 32% INCREASE IN LANGUAGE ARTS GRADES AND 31% INCREASE IN MATH GRADES. FULL SERVICE SCHOOL STUDENTS WERE HALF AS LIKELY TO BE RETAINED TWO CONSECUTIVE YEARS COMPARED TO STUDENTS WHO DIDN'T PARTICIPATE IN COUNSELING BUT NEEDED IT. RESULTS FOR THE 2019-20 SCHOOL YEAR: 6,721 STUDENTS WERE REFERRED FOR SERVICES, 6,444 STUDENTS WERE PROVIDED MEDICAL SERVICES, 4,282 STUDENTS RECEIVED MENTAL HEALTH TREATMENT AND 29,142 PEOPLE WERE SERVED BY FULL SERVICE SCHOOLS. 99% OF STUDENTS COMPLETING COUNSELING DEMONSTRATED A MEASURABLE INCREASE IN OVERALL FUNCTIONING, AND 97% OF STUDENTS WERE PROMOTED TO THE NEXT GRADE LEVEL. STATEMENTS MADE BY INDIVIDUALS BENEFITTING FROM THE SERVICES OF FULL-SERVICE SCHOOLS: "THE COUNSELING MADE A DIFFERENCE BECAUSE IF IT WAS UP TO ME, I WOULD HAVE DROPPED OUT WHEN I WAS 18." - HIGH SCHOOL STUDENT WHO RECEIVED COUNSELING "MY CHILD HAS MADE THE HONOR ROLL, AND HE HAS NOT DONE THAT SINCE PROBABLY KINDERGARTEN." - PARENT OF STUDENT WHO RECEIVED COUNSELING. 5720221 5081353 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. IN TODAY'S SOCIETY, SIMPLY HAVING A JOB NO LONGER STOPS PEOPLE FROM BEING POOR. INDEED, MANY HARD-WORKING FAMILIES WORK MULTIPLE JOBS TO AVOID THE CYCLE OF POVERTY, YET THE RISING COSTS OF BASIC NECESSITIES, COUPLED WITH CHANGES IN THE ECONOMY, LEAVE MANY HARD-WORKING INDIVIDUALS STRUGGLING TO MAKE ENDS MEET. MANY ARE FORCED TO CHOOSE BETWEEN PAYING BILLS AND BUYING GROCERIES. UNITED WAY'S 2018 ALICE REPORT (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) PROVIDES A COUNTY-BY-COUNTY ASSESSMENT TO HELP US BETTER UNDERSTAND THE STRUGGLES THAT LOW-INCOME HOUSEHOLDS ENCOUNTER EVERY DAY. ALICE REPRESENTS THOSE FAMILIES WHO WORK HARD, BUT DUE TO HIGH LIVING COSTS AND FACTORS OFTEN BEYOND THEIR CONTROL, ARE CONSTANTLY LIVING PAYCHECK TO PAYCHECK. THE REPORT INDICATES THAT, IN NORTHEAST FLORIDA, 40% OF THE HOUSEHOLDS ARE BELOW THE ALICE LEVEL (HOUSEHOLD SURVIVAL BUDGET OF $56,160 FOR A FAMILY OF FOUR), MEANING THAT THESE FAMILIES ARE IN CONSTANT FINANCIAL STRESS JUST TO AFFORD BASIC HOUSEHOLD NECESSITIES. 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. REALSENSE ACHIEVEMENTS - DURING THE 2020 TAX SEASON, VOLUNTEERS AND SEASONAL PAID STAFF ASSISTED 17,189 CLIENTS IN SEVEN COUNTIES THROUGHOUT NORTHEAST FLORIDA WITH PREPARING THEIR FEDERAL INCOME TAXES, RESULTING IN $23.4 MILLION IN TOTAL REFUND DOLLARS RETURNED TO OUR LOCAL ECONOMY AT NO COST TO THE CLIENTS. AS A RESULT, CLIENTS SAVED AN ESTIMATED $3.6 MILLION IN PREPARATION FEES ALONE, WHILE $6.0 MILLION IN FEDERAL EITC FUNDS WERE FUNNELED INTO OUR LOCAL ECONOMY (AN ESTIMATED LOCAL ECONOMIC IMPACT OF $38 MILLION). REALSENSE'S FINANCIAL EDUCATION PROGRAMS FOCUS ON TEACHING SOUND MONEY MANAGEMENT TECHNIQUES AND CREATING SPENDING AND SAVING PLANS FOR WORKING FAMILIES, INDIVIDUALS AND YOUTH IN ORDER TO BUILD LONG-TERM ASSETS. COLLABORATING WITH UNITED WAY'S PARTNER AGENCIES, REALSENSE STAFF AND VOLUNTEERS CONDUCT 15-20 FINANCIAL EDUCATION WORKSHOPS PER MONTH AT LOCATIONS ACROSS NORTHEAST FLORIDA, THUS HELPING THESE NONPROFIT ORGANIZATIONS EXPAND THE SERVICE DELIVERY CAPACITY TO THEIR CLIENTS AND PROMOTE THE FREE TAX PREPARATION SERVICES. IN 2019/2020, MORE THAN 8,621 PARTICIPANT HOURS WERE LOGGED IN ALL OUR FINANCIAL EDUCATION WORKSHOPS. SURVEYS COMPLETED SIX MONTHS AFTER PARTICIPATING IN A REALSENSE FINANCIAL EDUCATION WORKSHOP INDICATE THAT 34% OF PARTICIPANTS HAD DECREASED THEIR DEBT THANKS TO KNOWLEDGE GAINED AND 64% HAD DEVELOPED A WRITTEN BUDGET. DONOR DESIGNATIONS - IN ADDITION TO FUNDING FOR ALL OF THE AFOREMENTIONED PROGRAMS, UNITED WAY PROCESSED APPROXIMATELY $4.6 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. 5720221 5081353 23262362 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 0 0 1 81 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 GEORGE SCANLON BOARD OF DIRECTORS - CHAIR 2.00 X X 0 0 0 MICHAEL HERMAN BOARD OF DIRECTORS - VICE CHAIR 2.00 X X 0 0 0 JIM STEPNOSKI BOARD OF DIRECTORS - TREASURER 2.00 X X 0 0 0 SCOTT COBLE BOARD OF DIRECTORS 1.00 X 0 0 0 MELISSA DYKES BOARD OF DIRECTORS 1.00 X 0 0 0 BRIAN EVANS BOARD OF DIRECTORS 1.00 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 SARA LEY 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 DARNELL SMITH BOARD OF DIRECTORS 1.00 X 0 0 0 MAX STAPLIN BOARD OF DIRECTORS 1.00 X 0 0 0 RUSS THOMAS BOARD OF DIRECTORS 1.00 X 0 0 0 HEATHER WALTON 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 64.00 X 238412 0 35247 RICHARD BUTCHER CHIEF FINANCIAL OFFICER 56.00 X 87339 0 146 MAUREEN MERCHO VP OF MARKETING, COMMUNICATION & CAMPAIGN 59.00 X 123489 0 27499 BRENT DIETZ I.T. DIRECTOR 50.00 X 126487 0 258 PHYLLIS MARTIN HEAD OF COMMUNITY IMPACT & STRATEGIC INVESTMENT 44.00 X 125425 0 12114 LORI SMITH VP OF HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT 57.00 X 123551 0 906 824703 0 76170 5 0 1 0 0 91239 26358263 26449502 SERVICE FEES 900099 213894 213894 213894 70967 70967 1322334 1324776 -2442 -2442 -2442 MISCELLANEOUS INCOME 900099 153381 153381 153381 26885302 211452 0 224348 18202380 18202380 33989 33989 325751 59603 206545 59603 3639615 2262674 495566 881375 952884 699440 69758 183686 266212 154521 46839 64852 1006006 779728 137454 88824 613468 448827 76659 87982 134045 115763 4755 13527 25672 12734 5912 7026 32212 20748 11209 255 32141 16148 15532 461 185333 116434 28050 40849 42790 26041 7779 8970 UNITED WAY WORLDWIDE ME 219511 121028 44341 54142 SPC LICENSURE FEE EXPEN 187662 187662 MAINTENANCE AND REPAIRS 175815 85996 29015 60804 PUBLIC AWARENESS CAMPAI 91599 74286 17313 71827 32022 25824 13981 26238912 23262362 1205238 1771312 6144807 9162621 1509262 1791013 7434011 8882784 438827 358059 190868 51160 2461614 1528508 1087839 933106 3549208 2113260 20354822 23292003 484501 679761 519781 21887 975500 2929669 4484473 3933951 6161621 X 12458046 13974341 3962825 3156041 16420871 17130382 20354822 23292003 X 646390 81000 -17879 X X 0 1 X 1 0 X 20349854 18783621 22891578 16808892 21631028 100464973 20349854 18783621 22891578 16808892 21631028 100464973 19849674 80615299 3823 99025 87516 71339 68525 330228 100795201 0.79980 0.94600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1619733 59629 73707 1605655 1551387 5000 73302 9956 1619733 494962 1018115 69805 20502 10993 1551387 440257 5000 52722 3017 494962 439545 1000 2453 2741 440257 0.30400 0.69600 1 0 2461614 1528508 933106 933106 DESIGNATIONS PAYABLE 3984615 DEFERRED LEASE INCENTIVE 499858 4484473 X 22129949 81000 81000 22048949 4836353 4836353 26885302 21420438 0 21420438 4818474 4818474 26238912 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, 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PENSION BENEFIT 17,879. DONOR DESIGNATIONS 4,818,474. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,818,474. 0 ABILITY HOUSING INC C JACKSONVILLE FL 32207 593087085 501 (C) (3) 25000 PERMANENT SUPPORTIVE AND AFFORDABLE HOUSING 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) 36616 CRISIS ASSISTANCE BASCA INC 352 STOWE AVENUE ORANGE PARK FL 32073 593318252 501 (C) (3) 25000 PROGRAMS TO PROVIDE ASSISTANCE BOYS AND GIRLS CLUBS OF NASSAU PO BOX 16003 FERNANDINA BEACH FL 32035 593672345 501 (C) (3) 23429 GREAT FUTURES CITY YEAR INC 287 COLUMBUS AVE BOSTON MA 02116 222882549 501 (C) (3) 184166 WHOLE SCHOOL WHOLE CHILD CLAY BEHAVIORAL HEALTH CENTER INC 1726 KINGSLEY AVE STE 2 ORANGE PARK FL 32073 592219317 501 (C) (3) 8751 VOCATIONAL SERVICES DELORES BARR WEAVER POLICY CENTER 40 E ADAMS ST STE 130 JACKSONVILLE FL 32202 460938295 501 (C) (3) 25000 GIRL MATTERS CONTINUITY OF CARE FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 1300 RIVERPLACE BLVD STE 700 JACKSONVILLE FL 32207 593759863 501 (C) (3) 25000 PARENT NEEDS ASSISTANCE FEEDING NORTHEAST FLORIDA 1116 EDGEWOOD AVE NORTH UNIT D E JACKSONVILLE FL 32254 465014769 501 (C) (3) 225000 EMERGENCY SERVICES - COVID-19 RELIEF 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) 130000 FINANCIAL STABILITY GIRLS INCORPORATED OF JACKSONVILLE 100 FESTIVAL PARK AVE JACKSONVILLE FL 32202 591317196 501 (C) (3) 94738 STRONG SMART BOLD JASMYN 923 PENINSULAR PLACE JACKSONVILLE FL 32205 593284175 501 (C) (3) 32146 YOUTH HOMELESSNESS MUSLIM AMERICAN SOCIAL SEVICES 2251 ST JOHNS BLUFF RD S JACKSONVILLE FL 322462347 465096772 501 (C) (3) 25000 FREE CLINIC 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) 75000 SENIOR MEDS OPERATION NEW HOPE INC 1830 NORTH MAIN STREET JACKSONVILLE FL 322063736 593590360 501 (C) (3) 25000 READY4WORK THE CARPENTER'S SHOP CENTER 1601 UNIVERSITY BLVD JACKSONVILLE FL 32211 202828807 501 (C) (3) 44000 AFTERSCHOOL AND SUMMER PROGRAM VISION IS PRICELESS COUNCIL INC 3 SHIRCLIFF WAY SUITE 546 JACKSONVILLE FL 32204 593386495 501 (C) (3) 32675 VISION CARE SERVICES WE CARE JACKSONVILLE 4080 WOODCOCK DR BLDG 2400 STE 130 JACKSONVILLE FL 32207 593431724 501 (C) (3) 157567 ACCESS TO HEALTHCARE WOMENS CENTER OF JACKSONVILLE 5644 COLCORD AVENUE JACKSONVILLE FL 32211 237437216 501 (C) (3) 25000 RAPE CRISIS AND SAFE PROGRAM ALL SAINTS EARLY LEARNING & COMMUNITY CARE CENTER 4171 HENDRICKS AVENUE JACKSONVILLE FL 32207 591500774 501 (C) (3) 50531 INTERGENERATIONAL CARE CENTER AMERICAN LUNG ASSOCIATION 6852 BELFORT OAKS PLACE JACKSONVILLE FL 32216 590662271 501 (C) (3) 10925 OPEN AIRWAYS FOR SCHOOLS AMERICAN RED CROSS NORTHEAST FLORIDA CHAPTER 751 RIVERSIDE AVENUE JACKSONVILLE FL 32204 530196605 501 (C) (3) 232697 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) 88810 EMPLOYMENT INITIATIVE BEAM 850 6TH AVENUE S SUITE 400 JACKSONVILLE BEACH FL 32250 592564222 501 (C) (3) 25000 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) 124470 ONETOONE MENTORING NASSAU BOY SCOUTS OF AMERICA NORTH FLORIDA COUNCIL 521 S EDGEWOOD AVENUE JACKSONVILLE FL 32205 590637816 501 (C) (3) 135922 POSITIVE YOUTH DEVELOPMENT TITLE 1 BOYS AND GIRLS CLUBS OF NORTHEAST FLORIDA 555 W 25TH STREET JACKSONVILLE FL 322063736 596167630 501 (C) (3) 327363 TRADITIONAL CLUBS CATHOLIC CHARITIES BUREAU 134 E CHURCH STREET STE 2 JACKSONVILLE FL 32202 590624375 501 (C) (3) 363787 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) 353102 DCPS GRANT - MENTAL HEALTH SVCS CLARA WHITE MISSION 613 W ASHLEY STREET JACKSONVILLE FL 32202 596002104 501 (C) (3) 96626 DAILY FEEDING PROGRAM DANIEL MEMORIAL INC 4203 SOUTHPOINT BOULEVARD JACKSONVILLE FL 32216 593067752 501 (C) (3) 831269 PROJECT PREPARE/MENTAL HEALTH SERVICES DLC NURSE & LEARN 4101 1 COLLEGE STREET JACKSONVILLE FL 32205 593618761 501 (C) (3) 70788 SPECIALIZED CHILDRENS PROGRAM DOWNTOWN ECUMENICAL SERVICES COUNCIL INC 215 NORTH OCEAN ST JACKSONVILLE FL 32202 592437003 501 (C) (3) 25000 RENT AND ELECTRIC ASSISTANCE EARLY LEARNING COALITION OF DUVAL (SB6) 8301 CYPRESS PLAZA DRIVE STE 201 JACKSONVILLE FL 32256 593688924 501 (C) (3) 1046092 SUCCESS BY 6 EPISCOPAL CHILDREN'S SERVICES (SB6) 8443 BAYMEADOWS ROAD STE 1 JACKSONVILLE FL 32256 591146765 501 (C) (3) 257308 SUCCESS BY 6 FAMILY FOUNDATIONS OF NORTHEAST FLORIDA INC 40 E ADAMS STREET SUITE 320 JACKSONVILLE FL 32202 590768265 501 (C) (3) 660278 MENTAL HEALTH SVCS GIRL SCOUTS OF GATEWAY COUNCIL INC 13007 W LINEBAUGH AVE TAMPA FL 33626 590637857 501 (C) (3) 87100 SUMMER CAMPS HOPE HAVEN CHILDREN'S CLINIC AND FAMILY CENTER 4600 BEACH BOULEVARD JACKSONVILLE FL 32207 590668485 501 (C) (3) 13105 ACCESS TO SUCCESS HUBBARD HOUSE INC PO BOX 4909 JACKSONVILLE FL 32201 591814635 501 (C) (3) 95744 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) 148935 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 JEWISH COMMUNITY ALLIANCE 40 E ADAMS ST STE LL20 JACKSONVILLE FL 32217 592620208 501 (C) (3) 143795 YOUTH HOMELESSNESS JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER RD JACKSONVILLE FL 32256 590637868 501 (C) (3) 2011557 BALANCE PREVENTION/SENIOR ENGAGEMENT LEARN TO READ-LITERACY ALLIANCE OF NEFL PO BOX 2178 JACKSONVILLE FL 32203 237153919 501 (C) (3) 44661 EDUCATION ASSESMENT AND LDS LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA INC 4615 PHILLIPS HIGHWAY JACKSONVILLE FL 32207 591965600 501 (C) (3) 70366 NOURISHMENT NETWORK MALIVAI WASHINGTON YOUTH FOUNDATION 1096 WEST 6TH STREET JACKSONVILLE FL 32209 593559150 501 (C) (3) 33078 TNT PROGRAM 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 32207 590718304 501 (C) (3) 85257 ADULT & CHILDREN THERAPY SERVICES ONEJAX INSTITUTE AT UNF 1 UNF DR BLDG 53 STE 2750 JACKSONVILLE FL 32224 202719059 501 (C) (3) 16091 ONEYOUTH PACE CENTER FOR GIRLS JACKSONVILLE 2933 UNIVERSITY BLVD N JACKSONVILLE FL 32211 592414492 501 (C) (3) 52611 HEALTH CLINIC PINE CASTLE INC 4911 SPRING PARK ROAD JACKSONVILLE FL 32207 590704733 501 (C) (3) 76196 GROUP HOME SERVICES QUIGLEY HOUSE INC PO BOX 142 ORANGE PARK FL 32067 592935027 501 (C) (3) 74881 EMERGENCY SHELTER AND SUPPORT SERVICES SANCTUARY ON 8TH STREET PO BOX 3301 JACKSONVILLE FL 32206 593108041 501 (C) (3) 75251 AFTERSCHOOL AND SUMMER PROGRAM SULZBACHER CENTER 611 EAST ADAMS STREET JACKSONVILLE FL 32202 593229898 501 (C) (3) 232274 HOMELESS HEALTH CARE & SHELTER SERVICES THE SALVATION ARMY PO BOX 52508 JACKSONVILLE FL 32201 580660607 501 (C) (3) 375417 RED SHIELD LODGE & FAMILY SERVICES (CLAY, DUVAL & NASSAU) UNITED WAY OF ST JOHNS COUNTY PO BOX 625 ST AUGUSTINE FL 32085 596018986 501 (C) (3) 27418 DONOR DIRECTED CONTRIBUTIONS YMCA OF FLORIDA'S FIRST COAST INC 40 EAST ADAMS ST STE 210 JACKSONVILLE FL 32202 590638514 501 (C) (3) 299654 YMCA URBAN TEEN & HEALTH PROGRAMS YOUTH CRISIS CENTER 3015 PARENTAL HOME ROAD JACKSONVILLE FL 32216 592176287 501 (C) (3) 107500 YOUNG ADULTS EMERGENCY SHELTER & MENTAL HEALTH SVCS 65 0 RENT ASSISTANCE 43 33989 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 225696 0 12716 0 0 0 17102 0 18145 0 273659 0 0 0 MAUREEN MERCHO VP OF MARKETING, COMMUNICATION & CAM 119914 0 3575 0 0 0 6194 0 21305 0 150988 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 OF ACHIEVERS FOR LIFE - IDENTIFIES MIDDLE SCHOOL STUDENTS WHO ARE EXHIBITING THE WARNING SIGNS OF DROPPING OUT OF SCHOOL AND CONNECTS THEM TO MENTORS, COUNSELORS, TUTORS AND FAMILY ADVOCATES TO GET THEM BACK ON TRACK TO GRADUATION. O UNITED WAY 2-1-1 - OFFERS 24-HOUR ACCESS TO CRITICAL RESOURCES, AND SERVES AS THE AREA'S SUICIDE INTERVENTION HELPLINE O REAL SENSE - INCREASES FINANCIAL STABILITY OF NORTHEAST FLORIDA'S HARDWORKING FAMILIES THROUGH STRATEGIES THAT INCREASE INCOME, KNOWLEDGE AND ASSETS OF FULL-SERVICE SCHOOLS -PROVIDES THERAPEUTIC, HEALTH, AND SOCIAL SERVICES TO STUDENTS AND THEIR FAMILIES IN EIGHT NEIGHBORHOODS THROUGHOUT JACKSONVILLE. 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 OF ACHIEVERS FOR LIFE - IDENTIFIES MIDDLE SCHOOL STUDENTS WHO ARE EXHIBITING THE WARNING SIGNS OF DROPPING OUT OF SCHOOL AND CONNECTS THEM TO MENTORS, COUNSELORS, TUTORS AND FAMILY ADVOCATES TO GET THEM BACK ON TRACK TO GRADUATION. O UNITED WAY 2-1-1 - OFFERS 24-HOUR ACCESS TO CRITICAL RESOURCES, AND SERVES AS THE AREA'S SUICIDE INTERVENTION HELPLINE O REAL SENSE - INCREASES FINANCIAL STABILITY OF NORTHEAST FLORIDA'S HARDWORKING FAMILIES THROUGH STRATEGIES THAT INCREASE INCOME, KNOWLEDGE AND ASSETS OF FULL-SERVICE SCHOOLS -PROVIDES THERAPEUTIC, HEALTH, AND SOCIAL SERVICES TO STUDENTS AND THEIR FAMILIES IN EIGHT NEIGHBORHOODS THROUGHOUT JACKSONVILLE. 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 MET WITH THE INDEPENDENT AUDITORS ON OCTOBER 24, 2019. THEY DISCUSSED THE AUDIT PROCESS; REVIEWED AND ACCEPTED THE AUDIT; AND MET IN EXECUTIVE SESSION WITH THE AUDIT TEAM. AT THE JANUARY 23, 2020 BOARD OF DIRECTORS MEETING, THE AUDIT AND IRS FORM 990 WAS REVIEWED. 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 FOR BOTH THE JUNE 30, 2020, AND JUNE 30, 2019, FISCAL YEARS WILL BE 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 FOR BOTH THE JUNE 30, 2020, AND JUNE 30, 2019, FISCAL YEARS WILL BE POSTED ELECTRONICALLY ON UNITED WAY'S WEBSITE WWW.UNITEDWAYNEFL.ORG. FORM 990, PART XI, LINE 9: CHANGE IN PENSION BENEFIT -17,879. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.