2020-07-13T10:45:58-05:00 2019-06-30 CRIPPEN & CO 1900 SE 18TH AVE OCALA FL 344718312 990 2018-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 SCOT A QUINTEL KEY EMPLOYEE 3527329696 2020-07-09 MATTHEW J WHITE P01699449 3527324260 2020-07-13 65.200.43.2 2020-07-13 10:45:58 CD P E14CFBB0E3FF1832A3CEE26C3FA52669217186E3 E14CFBB0E3FF1832A3CEE26C3FA52669217186E3 2018 2020-09-22 18:59:49Z SCOT A QUINTEL 3217855 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 20 1259 0 2554967 2022661 0 149711 159887 67414 36770 2772092 2219318 1724355 1293815 0 627298 700189 0 197588 408891 405205 2760544 2399209 11548 -179891 6077141 5999720 248163 280598 5828978 5719122 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 1293815 1293815 UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2018-2019, INVESTMENTS WERE MADE TO FUND 24 PROGRAMS AT 20 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 18,461 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 SEVEN YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 225 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 SIX PERMANENT SITES, WHERE 2,409 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS. 641757 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. 1935572 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 true true true false false false false false false false false false true 29 0 20 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 PHIL SCHUCK VC ADMINISTR 2.00 X X 0 0 0 STEVEN LEE TREASURER 2.00 X X 0 0 0 JOHN ZOBLER VC STRATEGIC 2.00 X X 0 0 0 DR JAMES HENNINGSEN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GREINER PAST BOARD C 2.00 X X 0 0 0 LOLA GONZALEZ BOARD MEMBER 1.00 X 0 0 0 KATHY JUDKINS VC PUBLIC RE 2.00 X X 0 0 0 ANGIE UMPLEBY BOARD MEMBER 1.00 X 0 0 0 BRAD ROGERS BOARD MEMBER 1.00 X 0 0 0 ERIN BUSS BOARD CHAIR 2.00 X X 0 0 0 WILLIAM PAUL JR CHAIR-ELECT 2.00 X X 0 0 0 ANGY SCROBLE BOARD MEMBER 1.00 X 0 0 0 CHUCK TROUT VC COMMUNITY 2.00 X X 0 0 0 RUSTY BRANSON BOARD MEMBER 1.00 X 0 0 0 CHRIS ALTOBELLO BOARD MEMBER 1.00 X 0 0 0 GREGORY C HARRELL SECRETARY 2.00 X X 0 0 0 JEFF PRIMM BOARD MEMBER 1.00 X 0 0 0 KEN RUSSELL BOARD MEMBER 1.00 X 0 0 0 PATTY SCHIEFER BOARD MEMBER 1.00 X 0 0 0 ADAM WOODS VC RESOURCE 2.00 X X 0 0 0 KATHLEEN WOODRING BOARD MEMBER 1.00 X 0 0 0 MICHELLE STONE VC ANNUAL CA 2.00 X X 0 0 0 ELIZABETH CHRYST BOARD MEMBER 1.00 X 0 0 0 MARK LANDER BOARD MEMBER 1.00 X 0 0 0 false false false 285149 1737512 2022661 101496 101496 1023771 965380 58391 58391 58391 76207 33157 43050 43050 MISC RECEIPTS AND REFUNDS -6280 -6280 -6280 2219318 52111 144546 1293815 1293815 574090 337183 124119 112788 21494 12454 4322 4718 59337 36837 13552 8948 45268 27350 9555 8363 18000 18000 23791 23791 34140 4364 27242 2534 46825 23588 10960 12277 38895 11413 20337 7145 19746 16498 787 2461 177119 142660 3866 30593 16347 6146 5357 4844 EQUIPMENT MAINTENANCE 24615 21733 1415 1467 MEMBERSHIP 5275 1531 2309 1435 MISCELLANEOUS 452 437 15 2399209 1935572 266049 197588 1590183 1475992 730695 663100 22519 49772 673232 360687 328892 312545 3401672 3495296 3180 3015 6077141 5999720 69913 78566 7774 15041 170476 186991 248163 280598 X 3447842 3874808 968849 430605 1412287 1413709 5828978 5719122 6077141 5999720 X -179891 159230 -89195 X false true true false X 1807120 1905197 2303388 2554967 2022661 10593333 1807120 1905197 2303388 2554967 2022661 10593333 10593333 84023 74992 77229 96956 101496 434696 32164 57356 65061 88582 76207 319370 11347399 23331 0.93350 0.93950 X PART II, LINE 10 OTHER INCOME-SPONSORSHIPS & 243,163 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3123876 5287 290725 172252 23821 3223815 3203078 6197 114783 175943 24239 3123876 3153694 6253 245569 183345 19093 3203078 3437420 6048 -75218 188712 25844 3153694 3606532 6242 33106 182701 25759 3437420 0.57040 0.42960 false false 68000 68000 477861 259152 218709 127371 101535 25836 312545 DONOR CHOICE CONTRIBUTIONS PAYABLE 186991 186991 2026821 3890 3890 2022931 196387 196387 2219318 2295907 2295907 103302 103302 2399209 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,890 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 196,387 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR CHOICE ALLOCATIONS PAID 103,302 SPECIAL EVENTS 76207 76207 33157 76207 76207 33157 33157 43050 true ARNETTE HOUSE 2310 NE 24TH STREET OCALA FL 34470 592119445 3 98664 FAMILY COUNSELING BOYS & GIRLS CLUB OF MARION COUNTY 800 SW 12 STREET OCALA FL 34471 591172127 3 62802 GENERAL SUPPORT CHILDREN'S HOME SOCIETY 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 590192430 3 21342 HEALTHY FAMILIES COMMUNITY OF GRATITUDE PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 12725 FOOD & GENERAL SUPP. CREATIVE SERVICES PO BOX 2193 OCALA FL 34478 591876422 3 114936 SHELTER EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 146735 MATCH, SUCCESS BY 6 FIFTH CIRCUIT PUBLIC GUARDIAN CORP 500 NE 8TH AVENUE OCALA FL 34470 593706138 3 25067 SALARY HEART OF FLORIDA HEALTH CENTER 1025 SW 1ST AVENUE OCALA FL 34471 590808854 3 30460 DENTAL SALARY & SUPP HEART OF FLORIDA UNITED WAY2-1-1 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 3 99174 INFORMATION & REFER KIMBERLY'S CENTER FOR CHILD PROTECT 2800 NE 14 STREET OCALA FL 34470 593575631 3 52253 GENERAL SUPPORT MARION COUNTY LITERACY COUNCIL 110 E SILVER SPRINGS BLVD OCALA FL 34476 600000676 3 17177 GENERAL SUPPORT MARION SENIOR SERVICES 1644 NE 22 AVENUE OCALA FL 34470 237362750 3 84266 GENERAL SUPPORT SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 15507 SHELTER ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 13275 UTILITIES ST VINCENT DE PAUL SOCIETY 7801 SE US HIGHWAY 42 SUMMERFIELD FL 34491 592948683 3 14281 UTILITIES THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 96522 FOOD, UTIL., SALARY THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 16191 UTILITIES MARION COUNTY HOMELESS COUNCIL 108 N MAGNOLIA AVE SUITE 202 OCALA FL 34475 562369991 3 17864 RENT & UTILITIES UNITED HANDS INC 1740 18TH STREET SUITE 901 OCALA FL 34471 591930334 3 22500 PROGRAM SUPPORT PROJECT LIFT INC PO BOX 1152 STUART FL 34995 273949112 3 125234 PROGRAM SUPPORT BLESSED TRINITY CATHOLIC CHURCH 5 SE 7TH STREET OCALA FL 34471 596046933 3 17919 EPISCOPAL CHILDREN'S SERVICES 8443 BAYMEADOWS ROAD JACKSONVILLE FL 32256 591146765 3 50000 FLORIDA CENTER FOR THE BLIND 1411 NE 22ND AVENUE OCALA FL 34479 592953392 13276 HABITAT FOR HUMANITY PO BOX 5578 OCALA FL 34478 592992077 3 17500 NATIONAL ASSOCIATION ON MENTAL ILLNESS PO BOX 5753 OCALA FL 34478 593509499 3 20000 OUTREACH AUTISM SERVICE 7634 SW 60TH AVENUE OCALA FL 34476 455484493 3 10126 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. MICHAEL GREINER BOARD MEMBER MERRILL LYNCH EMPLOY false 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 2018-2019, INVESTMENTS WERE MADE TO FUND 24 PROGRAMS AT 20 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 18,461 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 SEVEN YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 225 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 SIX PERMANENT SITES, WHERE 2,409 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 CONTRIBUTOR CHOICE ALLOCATIONS 103,302 CHANGE IN VALUE OF TRUSTS 3,890 CONTRIBUTOR CHOICE PLEDGES -196,387 TOTAL -89,195