2019-12-11T13:57:31-06:00 2019-06-30 010720052 MORRISON BROWN ARGIZ & FARRA LLC 301 EAST LAS OLAS BLVD 4TH FLOOR FORT LAUDERDALE FL 33301 990 2018-07-01 590624402 UNITED WAY OF BROWARD COUNTY INC UNIT 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 THOMAS J WATSON CFO 9544624850 2019-11-20 1 LAZARO GUTIERREZ CPA P01294889 9547609000 38.140.52.131 2019-11-20 17:45:13 ES P 30719A01A0925AF3994ABE7EA536FA6CAA816A40 0611A4D855B8B801CF807CF0ACA63D00BC4FF49F 2018 2020-04-17 16:48:07Z THOMAS J WATSON 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 25214773 0 X WWW.UNITEDWAYBROWARD.ORG X 1976 FL SCHEDULE O.UNITED WAY OF BROWARD COUNTY FIGHTS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. 18 18 82 2424 0 0 18120369 22061239 0 14601 489682 199642 220315 193163 18830366 22468645 12082299 14751435 0 0 4293348 4910843 0 0 1919420 1527625 1570526 17903272 21232804 927094 1235841 12365151 14483877 7181751 8001703 5183400 6482174 X TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFICANT LASTING CHANGE IN THE COMMUNITY IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH - THE BUILDING BLOCKS FOR A BETTER LIFE - WHICH POSITIVELY IMPACT PEOPLE'S LIVES. 0 0 10110157 6477383 ALLOCATION TO AGENCIES PROVIDING HEALTH AND HUMAN SERVICES IN BROWARD COUNTY IN ONE OF THE THREE IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. 3134816 2723149 DISASTER CASE MANAGEMENT TO DETERMINE UNMET NEEDS OF PEOPLE IMPACTED BY HURRICANE IRMA IN BROWARD, COLLIER, AND LEE COUNTIES. 2742798 1610960 SUBSTANCE ABUSE PREVENTION AND TREATMENT PROGRAMS THAT PROMOTE HEALTHY AND DRUG FREE LIVING IN BROWARD COUNTY. 2396438 3939943 53310 OTHER SERVICES AND SUPPORT PROVIDED TO CREATE COMMUNITY IMPACT. 2396438 3939943 53310 18384209 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 187 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X THOMAS J WATSON 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 COLIN BROWN DIRECTOR 1.00 X 0 0 0 ANDY CAGNETTA CHAIR 1.00 X 0 0 0 LORI CHEVY DIRECTOR 1.00 X 0 0 0 DR TRACY LYNN BURTON DIRECTOR 1.00 X 0 0 0 GREGORY HAILE DIRECTOR 1.00 X 0 0 0 GEORGE HANBURY II PHD DIRECTOR 1.00 X 0 0 0 KEN HETLAGE DIRECTOR 1.00 X 0 0 0 MATT KATZ DIRECTOR 1.00 X 0 0 0 LISA LUTOFF-PERLO DIRECTOR 1.00 X 0 0 0 STEPHEN MOSS DIRECTOR 1.00 X 0 0 0 HECTOR PONTE DIRECTOR 1.00 X 0 0 0 GARY ROSEN VICE CHAIR 1.00 X 0 0 0 ROBERT RUNCIE DIRECTOR 1.00 X 0 0 0 BEN WESLEY DIRECTOR 1.00 X 0 0 0 D KEITH COBB DIRECTOR 1.00 X 0 0 0 CHARLES B MORTON JR DIRECTOR 1.00 X 0 0 0 DAN REYNOLDS DIRECTOR 1.00 X 0 0 0 BOB SWINDELL DIRECTOR 1.00 X 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 40.00 X 253557 0 14637 MARIA HERNANDEZ CHIEF PROGRAM OFFICER 40.00 X 149262 0 11666 TOM WATSON CHIEF FINANCIAL OFFICER 40.00 X 108464 0 6828 EVI TAMAR KOHN MARKS FORMER CHIEF DEVELOPMENT OFFICER 40.00 X 173323 0 10332 684606 0 43463 4 1 1 0 0 300547 8921492 12839200 164949 22061239 PROGRAM RENTAL INCOME 900099 14601 14601 14601 160933 160933 2181178 2142469 38709 38709 38709 796822 300547 603659 193163 193163 22468645 53310 0 354096 14751435 14751435 684607 397296 95124 192187 3467679 2012390 481821 973468 2985 1732 415 838 460811 236776 78235 145800 294761 174126 38440 82195 37196 22515 14681 35050 35050 152170 76429 18302 57439 180983 70789 9619 100575 248737 68458 19088 161191 145411 80207 29638 35566 67048 46234 3771 17043 129624 94073 18184 17367 246948 174383 24025 48540 170554 76750 42638 51166 76673 49069 9139 18465 EQUIPMENT RENTAL & MAIN 60989 44248 5253 11488 POSTAGE & SHIPPING 10979 4763 2135 4081 OTHER 8164 2536 3617 2011 21232804 18384209 929175 1919420 776421 1947711 4663685 6505377 123679 109729 4628074 3278167 1402357 1349907 4266901 3473314 1132108 1097839 12365151 14483877 1126513 2058698 6055238 5943005 7181751 8001703 X 3255199 3644174 927574 1837373 1000627 1000627 5183400 6482174 12365151 14483877 1235841 62933 0 X X 0 1 X 1 1 1 X 16141347 16794664 16499215 18120369 22061239 89616834 16141347 16794664 16499215 18120369 22061239 89616834 89616834 174983 145237 88800 143798 160933 713751 90330585 0.99210 0.99050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1132108 37348 55379 16238 1097839 1127082 78495 56250 17219 1132108 1067356 134395 74669 1127082 1186605 2509 -46036 75722 1067356 3087512 -50764 1850143 1186605 1 0 76900 76900 2789214 1619357 1169857 1761960 1658810 103150 1349907 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF BROWARD 1097839 1097839 APPROVED ALLOCATIONS PAYABLE 5576102 DONOR DESIGNATIONS PAYABLE 366903 5943005 X 20829315 62933 62933 20766382 1702263 1702263 22468645 19530541 0 19530541 1702263 1702263 21232804 PART V, LINE 4: THE UNITED WAY OF BROWARD COUNTY INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES TO FULFILL THE ORGANIZATION'S MISSION. DONOR DESIGNATIONS TOTAL DONOR DESIGNATIONS IN THE AMOUNT OF $1,667,213 WERE REDUCED FROM INCOME IN THE AUDITED FINANCIAL STATEMENTS. HOWEVER, SUCH DESIGNATIONS ARE NOT DEDUCTED FROM INCOME ON THE FORM 990. PART X, LINE 2: UNITED WAY OF BROWARD COUNTY IS A NON-PROFIT CORPORATION WHOSE REVENUES ARE DERIVED FROM CONTRIBUTIONS AND OTHER FUND-RAISING ACTIVITIES AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. UNITED WAY OF BROWARD COUNTY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, EXCEPT FOR ANY INCOME THAT MAY BE A RESULT OF UNRELATED BUSINESS TRANSACTIONS. UNITED WAY OF BROWARD COUNTY IS REQUIRED UNDER GAAP TO RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. UNITED WAY OF BROWARD COUNTY DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY HAS NOT RECOGNIZED ANY LIABILITY FOR ANY UNCERTAIN TAX BENEFIT. UNITED WAY OF BROWARD COUNTY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, UNITED WAY OF BROWARD COUNTY HAS FILED INTERNAL REVENUE SERVICE FORM 990 AS REQUIRED AND ALL OTHER APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. UNITED WAY OF BROWARD COUNTY BELIEVES THAT IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-US INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 35,050. DONOR DESIGNATIONS 1,667,213. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 35,050. DONOR DESIGNATIONS 1,667,213. MAYORS GALA 457420 110000 347420 133594 72672 0 43087 MAGNOLIA 201150 70000 131150 34555 40212 35000 28818 4 438799 120547 318252 23751 117836 5000 69134 1097369 300547 796822 191900 230720 40000 141039 603659 193163 0 URBAN LEAGUE OF BROWARD COUNTY INC 730 N ANDREWS AVE PEMBROKE PINES FL 33025 591564384 501 (C)(3) 190000 GENERAL SUPPORT EARLY LEARNING COALITION 6301 NW 5TH WAY STE 3400 FORT LAUDERDALE FL 33309 651060848 501 (C)(3) 325000 GENERAL SUPPORT CHILDREN'S DIAGNOSTIC & TREATMENT CENTER INC 1401 S FEDERAL HWY FORT LAUDERDALE FL 33316 651026739 501 (C)(3) 233131 GENERAL SUPPORT LEGAL AID SERVICE OF BROWARD COUNTY INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 650161493 501 (C)(3) 231889 GENERAL SUPPORT HISPANIC UNITY OF FLORIDA INC 4740 N STATE ROAD 7 FORT LAUDERDALE FL 33308 592230272 501 (C)(3) 230000 GENERAL SUPPORT CENTER FOR HEARING & COMMUNICATION 2900 W CYPRESS ROAD 3 FORT LAUDERDALE FL 33309 131624127 501 (C)(3) 10000 GENERAL SUPPORT MUSEUM OF DISCOVERY & SCIENCE 401 SW 2ND ST FORT LAUDERDALE FL 33312 591709542 501 (C)(3) 181908 GENERAL SUPPORT COMMUNITY BASED CONNECTIONS 1033 NW 6TH ST 201 FORT LAUDERDALE FL 33311 270513560 501 (C)(3) 165688 GENERAL SUPPORT LUZ DEL MUNDO - LIGHT OF THE WORLD CLINIC INC 650 N ANDREWS AVE PLANTATION FL 33317 650266070 501 (C)(3) 173574 GENERAL SUPPORT AMERICAN RED CROSS BROWARD COUNTY CHAPTER 600 NE 3RD AVENUE FORT LAUDERDALE FL 33304 530196605 501 (C)(3) 150000 GENERAL SUPPORT FIREWALL CENTERS INC 840 SW 81ST AVE POMPANO BEACH FL 33069 061704451 501 (C)(3) 70000 GENERAL SUPPORT HENDERSON BEHAVIORAL HEALTH INC 501 NE 8TH ST FORT LAUDERDALE FL 33315 590711167 501 (C)(3) 148500 GENERAL SUPPORT BROWARD REGIONAL HEALTH PLANNING COUNCIL INC 200 OAKWOOD BLVD 100 HOLLYWOOD FL 33020 592274772 501 (C)(3) 40000 GENERAL SUPPORT BROWARD PARTNERSHIP FOR THE HOMELESS INC 920 NW 7TH AVE FORT LAUDERDALE FL 33311 650777033 501 (C)(3) 124000 GENERAL SUPPORT JACK & HILL CHILDREN'S CENTER 4701 NW 33RD AVE FORT LAUDERDALE FL 33309 590637870 501 (C)(3) 125000 GENERAL SUPPORT SOUTH FLORIDA INSTITUTE ON AGING INC 2038 N DIXIE HWY SUITE 201 FORT LAUDERDALE FL 33305 591297932 501 (C)(3) 107050 GENERAL SUPPORT MEMORIAL FOUNDATION INC 3329 JOHNSON ST HOLLYWOOD FL 33021 621202302 501 (C)(3) 125000 GENERAL SUPPORT FLORIDA DEPARTMENT OF HEALTH IN BROWARD COUNTY 351 N STATE RD 7 102 PLANTATION FL 33317 501 (C)(3) 89248 GENERAL SUPPORT BROWARD HOUSING SOLUTIONS 305 SE 18TH COURT FORT LAUDERDALE FL 33316 650407370 501 (C)(3) 72890 GENERAL SUPPORT SUNSHINE SOCIAL SERVICES (SUNSERVE) 1835 SE 4TH AVE FORT LAUDERDALE FL 33312 010582371 501 (C)(3) 85128 GENERAL SUPPORT CROCKETT FOUNDATION PO BOX 3774 HALLANDALE BEACH FL 33008 202689974 501 (C)(3) 100000 GENERAL SUPPORT JOE DI MAGGIO CHILDREN'S HOSPITAL FOUNDATION 100 S PINE ISLAND ROAD SUITE 230 FORT LAUDERDALE FL 33313 650492343 501 (C)(3) 80000 GENERAL SUPPORT HEALTHY MOTHERS HEALTHY BABIES COALITION OF BROWARD COUNTY INC 6600 W COMMERCIAL BLVD LAUDERHILL FL 33319 650161493 501 (C)(3) 55269 GENERAL SUPPORT KIDS IN DISTRESS 819 NE 26 ST WILTON MANORS FL 33305 591927289 501 (C)(3) 115564 GENERAL SUPPORT FLITE CENTER 3217 NW 10TH TERRACE SUITE 307 FORT LAUDERDALE FL 33309 264155794 501 (C)(3) 65000 GENERAL SUPPORT HOPE SOUTH FLORIDA INC 5840 JOHNSON ST LAUDERDALE LAKES FL 33319 590816448 501 (C)(3) 63000 GENERAL SUPPORT LIGHTHOUSE OF BROWARD COUNTY INC 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 591650909 501 (C)(3) 62000 GENERAL SUPPORT SALVATION ARMY - BROWARD COUNTY 1405 NW 10TH ST WILTON MANORS FL 33311 580660607 501 (C)(3) 50000 GENERAL SUPPORT SECOND CHANCE SOCIETY INC 1445 W BROWARD BLVD DANIA BEACH FL 33004 592414492 501 (C)(3) 50000 GENERAL SUPPORT TASKFORCE FOR ENDING HOMELESSNESS INC 1633 POINCIANA DR WILTON MANORS FL 33305 412110971 501 (C)(3) 40000 GENERAL SUPPORT LIFENET4FAMILIES 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 651060848 501 (C)(3) 80000 GENERAL SUPPORT ARC BROWARD INC 10250 NW 53RD ST SUNRISE FL 33351 590809623 501 (C)(3) 220000 GENERAL SUPPORT PACE CENTER FOR GIRLS OF BROWARD 2225 N ANDREWS AVE FORT LAUDERDALE FL 33311 592414492 501 (C)(3) 50000 GENERAL SUPPORT YMCA OF SOUTH FLORIDA INC 900 SE 3RD AVE 300 FORT LAUDERDALE FL 33316 590624464 501 (C)(3) 240000 GENERAL SUPPORT GOODMAN JEWISH FAMILY SERVICE INC OF BROWARD COUNTY 5890 S PINE ISLAND RD 201 DAVIE FL 33328 590995106 501 (C)(3) 132438 GENERAL SUPPORT FOOD MARKETING CONSULTANTS INC - SAN BERNARDINO ICE 2805 N COMMERCE PKWY MIRAMAR FL 33025 591922910 501 (C)(3) 520000 GENERAL SUPPORT CANINE ASSISTED THERAPY 1040 NE 45TH ST OAKLAND PARK FL 33334 270700622 501 (C)(3) 15000 GENERAL SUPPORT DANIEL CANTOR SENIOR CENTER 5000 N NOB HILL RD SUNRISE FL 33351 650245068 501 (C)(3) 15000 GENERAL SUPPORT EASTERSEALS SOUTH FLORIDA 1475 NW 14TH AVE MIAMI FL 33125 590637848 501 (C)(3) 16225 GENERAL SUPPORT FLORIDA HEALTH NETWORKS 13899 BISCAYNE BLVD NORTH MIAMI BEACH FL 33181 471707599 501 (C)(3) 30000 GENERAL SUPPORT MOUNT OLIVE DEVELOPMENT CORPORATION 1530 NW 6TH ST FORT LAUDERDALE FL 33311 650548855 501 (C)(3) 32775 GENERAL SUPPORT FIRST CALL FOR HELP OF BROWARD INC 250 NE 33RD STREET OAKLAND PARK FL 33334 650589294 501 (C)(3) 230000 GENERAL SUPPORT X 0 0 0 0 0 0 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 253557 0 0 0 0 0 7809 0 6828 0 268194 0 0 0 MARIA HERNANDEZ CHIEF PROGRAM OFFICER 149262 0 0 0 0 0 4838 0 6828 0 160928 0 0 0 EVI TAMAR KOHN MARKS FORMER CHIEF DEVELOPMENT OFFICER 173323 0 0 0 0 0 3504 0 6828 0 183655 0 0 0 X 10 104615 STOCK EXCHANGE VALUE X GIFT CARDS 1 33820 FMV X FURNITURE 2 26514 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS AN INITAL DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, CFO AND CONTROLLER FOR ACCURACY BEFORE THE FORM IS PRESENTED TO THE AUDIT COMMITTEE. THE APPROVED DRAFT OF THE FORM 990 IS SUBSEQUENTLY PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FORM IS PRESENTED TO THE BOARD OF DIRECTORS. THE REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS IS COMPLETED PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOSURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, OFFICER AND KEY EMPLOYEES IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION TO CEO, EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA FROM SIMILAR-SIZED UNITED WAY ORGANIZATIONS AVAILABLE THROUGH UNITED WAY WORLDWIDE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE (WWW.UNITEDWAYBROWARD.ORG) FORM 990, PART VI, SECTION C, LINE 19 THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, AND KEY EMPLOYEE IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS.