2019-12-20T15:00:10-06:00 2019-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2018-07-01 592116280 United Way of Central Florida Inc UNIT 8636481500 P O Box 1357 Highland City FL 338461357 CHRISTINA CRISER JACKSON CEO 2019-12-20 true Brittney Kocaj P01320603 9542028600 2018 2020-03-31 21:24:44Z CHRISTINA CRISER JACKSON P O Box 1357 Highland City FL 338461357 11413112 false X www.uwcf.org X 1980 FL To improve lives and strengthen our community. (CONTINUED ON SCHEDULE O) 29 29 52 1555 0 0 10536400 10092354 781748 808544 270652 247240 5180 11198 11593980 11159336 7786302 7301330 0 2399326 2374811 0 1004405 1175818 1313317 11361446 10989458 232534 169878 30375093 29793006 16447959 16085904 13927134 13707102 X Mission: To improve lives and strengthen our community. Vision: To create positive lasting change in our community by helping children succeed in school; promoting family financial stability and independence; and improving people's health. false false 7728072 7273241 801807 COMMUNITY IMPACT: UWCF'S PREMIERE COMMUNITY INVESTMENT PROCESS MOBILIZES MORE THAN 100 VOLUNTEERS ON 14 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: 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. ADDITIONAL PROGRAMS HELP CHILDREN IN GRADES K - 12 TO PASS ACHIEVEMENT TESTS AT GRADE LEVEL AND TO GRADUATE ON TIME. INCOME: FAMILIES IMPROVE FINANCIAL STABILITY WITH GED AND JOB TRAINING, CREDIT AND BUDGETING CLASSES, MONEY COACHES, FINANCIAL EDUCATION FOR KIDS AND SAVINGS MATCH PROGRAMS. HEALTH: UWCF FUNDS PROGRAMS THAT HELP PEOPLE OF ALL AGES TO IMPROVE OR MAINTAIN GOOD HEALTH. UWCF 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. UWCF ALSO WORKS TO REDUCE AVOIDABLE HOSPITALIZATIONS AND INCARCERATIONS WITH PREVENTION SERVICES AND TREATMENT FOR THOSE WITH ADDICTION. SAFETY NET: 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: END HUNGER INITIATIVE HELPS TO ELIMINATE HUNGER AND FOOD INSECURITY BY INCREASING THE ACCESS TO FOOD AND HELPS FAMILIES TO FIND FINANCIAL STABILITY. COMMUNITY PARTNERSHIP SCHOOL INITIATIVE: THE COMMUNITY PARTNERSHIP SCHOOL INITIATIVE HELPS TO PROVIDE A FULL SERVICE HEALTH CLINIC, FINANCIAL EDUCATION, AND ACADEMIC SUPPORT FOR POLK COUNTY'S FIRST COMMUNITY PARTNERSHIP SCHOOL. 347716 17345 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. APPROXIMATELY 15,620 PARENTS AND CHILDREN SIGNED IN AT CLASSES AND EVENTS SPONSORED BY FAMILY FUNDAMENTALS. 262816 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. 645316 28089 590 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 100 PARENT LENDING LIBRARIES WERE IN CHILDCARE CENTERS SERVING LOW-INCOME FAMILIES; WITH AN AVERAGE OF 35,000 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. 210,000 PARENT RESOURCE GUIDES, WHICH INCLUDE CONTACT INFORMATION FOR CHILDREN AND PARENT SERVICES, WERE DISTRIBUTED DURING THE FISCAL YEAR. 45,000 COPIES WERE HAND DELIVERED TO HEALTH AND HUMAN SERVICES PROFESSIONALS WHO WORK WITH AT-RISK CHILDREN. 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. LET'S GROW: 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. DOLLY PARTON IMAGINATION LIBRARY MAILS BOOKS TO THE HOMES OF PRESCHOOL CHILDREN. 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. WOMEN UNITED - READINGPALS : 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. MORE THAN 200 READINGPALS OFFERED TUTORING SESSIONS IN 58 CLASSROOMS IN THE 2018/19 SCHOOL YEAR. 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. IN SEPTEMBER OF 2017 HURRICANE IRMA DEVASTATED MANY AREAS IN FLORIDA. UWCF PROVIDED IMMEDIATE DISASTER RELIEF FOLLOWING HURRICANE IRMA BY OFFERING DIRECT ASSISTANCE AND PARTNERING WITH VARIOUS AGENCIES FOR HELP ASSISTING FAMILIES IMPACTED BY THE HURRICANE. 645316 28089 590 8983920 true true false false false false false false true true false false false true 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 20 0 true 52 true false false false false false true true true false false false false false X 29 29 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 Don R Selvage Chair 2.0 X X 0 0 0 Greta Dupuy Chair Elect 2.0 X X 0 0 0 Tim Campbell Vice Chair 2.0 X X 0 0 0 Merissa S Green Secretary 2.0 X X 0 0 0 Dana Bull Hurley Treasurer 2.0 X X 0 0 0 Jennifer Kincart Jonsson Immediate Past Chair 2.0 X 0 0 0 Ashley Robin Bell Barnett Community Impact Chair 2.0 X 0 0 0 Michael W Tamney Community Investment Chair 2.0 X 0 0 0 Roxann Bonta Agency Director Chair 2.0 X 0 0 0 Stephanie A Colon Resource Development Chair 2.0 X 0 0 0 Dusty D Johnson Highlands County Liaison 2.0 X 0 0 0 Greg Littleton Governance Chair 2.0 X 0 0 0 Bill Mutz Facility Committee Chair 2.0 X 0 0 0 Lyle L Bowlin Director 1.0 X 0 0 0 Ann M Claussen Director 1.0 X 0 0 0 Kimberly Yang Elmhorst Director 1.0 X 0 0 0 Gow B Fields Director 1.0 X 0 0 0 Ian Floyd Director 1.0 X 0 0 0 Robert C Fredere Director 1.0 X 0 0 0 Brian Haas Director 1.0 X 0 0 0 Steve Madden Director 1.0 X 0 0 0 Mark A Miller Director 1.0 X 0 0 0 Robert Pericht Director 1.0 X 0 0 0 Emily Rogers Director 1.0 X 0 0 0 Troy C Smith Director 1.0 X 0 0 0 Joe G Tedder Director 1.0 X 0 0 0 George W Tinsley Director 1.0 X 0 0 0 Becky Ann Troutman Director 1.0 X 0 0 0 Joe Wolf Director 1.0 X 0 0 0 Ansley Woods VP Resource Development 37.5 X 50460 0 11423 Eric Decker VP Resource Development (beginning April 2019) 37.5 X 0 0 0 Alan Turner II CEO (Partial Year) 37.5 X 152205 0 17923 Shirley Balogh Interim CEO 37.5 X 23402 0 0 Christina Criser Jackson CEO (Partial Year)/VP Resource Development 37.5 X 86220 0 14156 Penny Borgia COO 37.5 X 109597 0 8505 Jill Martin CFO 37.5 X 102286 0 8106 Candace Stanton VP of Marketing and Communications 37.5 X 54336 0 10450 Amy Yeager VP of Marketing and Communications (beginning Feb 2019) 37.5 X 0 0 0 Katherine Fitzwater VP of Marketing and Communications (beginning June 2019) 37.5 X 0 0 0 578506 0 70563 3 false true false 0 26794 56810 10008750 317571 10092354 Service & Admin fees 900099 808544 808544 0 0 0 0 808544 157488 157488 0 0 343528 0 251060 2716 92468 -2716 89752 89752 Miscellaneous 900099 11198 11198 0 0 0 0 11198 11159336 819742 0 247240 7010920 7010920 290410 290410 599469 131104 302612 165753 4950 4950 1364908 609416 422240 333252 71178 35902 20087 15189 193430 99292 47654 46484 140876 54455 50083 36338 31700 31700 43930 43930 330189 218080 55794 56315 196949 30813 52013 114123 174494 105475 64958 4061 66535 8186 54563 3786 155802 75730 80072 54160 15694 11116 27350 51171 10331 20622 20218 100814 100814 57434 31726 13548 12160 5564 5564 Membership dues 28447 269 25693 2485 Allocation of indirect costs 0 251740 -415925 164185 16128 4377 9045 2706 10989458 8983920 1001133 1004405 4165043 4077043 18816234 18252200 50926 56112 0 0 0 33363 44415 1968941 1406997 487165 561944 5152125 5386100 0 0 1670237 1415192 30375093 29793006 154480 164660 16008592 15702026 0 284887 219218 16447959 16085904 X 8704430 8753535 3978192 3698106 1244512 1255461 13927134 13707102 30375093 29793006 X 169878 71531 -461441 X false true X true false X 10242117 10186058 10390554 10536400 10092354 51447483 0 0 10242117 10186058 10390554 10536400 10092354 51447483 12761784 38685699 141140 118618 134311 153656 157488 705213 0 0 0 0 0 0 14367 12875 13414 5180 11198 57034 52209730 3732567 0.7410 0.7375 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 14367.0, COLUMN B - 12875.0, COLUMN C - 13414.0, COLUMN D - 5180.0, COLUMN E - 11198.0, COLUMN F - 57034.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3308318 12071 128091 55555 3392925 3158957 13161 223670 87470 3308318 2813542 145017 263830 63432 3158957 2925005 15597 -89259 37801 2813542 2898079 15186 60135 48395 2925005 0.1737 0.37 0.4563 true false 100000 100000 1041283 721232 320051 113651 7093 106558 714007 678672 35335 561944 Designations Payable - Split Interest Trust 219218 219218 X 9619305 71531 31748 14123 117402 9501903 43930 1613503 1657433 11159336 9839337 31748 0 31748 9807589 43930 1137939 1181869 10989458 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, 2019 or 2018. 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 - 14123 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Estimated Uncollectible Pledges - 475564 Donor Designations - 1137939 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 1137939 true American Red Cross-Highlands Co 6011 US 27 South Sebring FL 33872 530196605 501(c)(3) 8228 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Achievement Academy Inc 716 East Bella Vista Street Lakeland FL 33805 590774205 501(c)(3) 255731 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Alliance for Independence Inc 1038 East Sunshine Drive Lakeland FL 33801 590812958 501(c)(3) 271011 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs American Red Cross - Mid-Florida Chapter 147 Avenue A Northwest Winter Haven FL 33881 530196605 501(c)(3) 112988 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Big Brothers Big Sisters of Tampa Bay Polk County Division 1231 East Orange Street Lakeland FL 33801 592173085 501(c)(3) 143752 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Big Brothers Big Sisters of the Suncoast Highlands County 366 North Fernleaf Avenue Sebring FL 33870 650330147 501(c)(3) 17264 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Boys and Girls Club of Highlands County 248 Pomegranate Avenue Sebring FL 33870 593468588 501(c)(3) 40865 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Boys and Girls Club of Polk County 1525 Martin L King Jr Avenue Lakeland FL 33805 590171815 501(c)(3) 534202 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Camp Fire USA Sunshine Council 2600 Buckingham Avenue Lakeland FL 33803 590637819 501(c)(3) 144931 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Catholic Charities of Central FL 801 South Florida Avenue Lakeland FL 33803 591084272 501(c)(3) 74240 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Central Florida Speech & Hearing Center 3020 Lakeland Highlands Road Lakeland FL 33803 590939466 501(c)(3) 310792 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Champion for Children Foundation of Highlands County Inc 419 East Center Avenue Sebring FL 33870 650444941 501(c)(3) 45910 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Children's Home Society Greater Lakeland Division - Polk Hardee & Highlands 1010 E Rose Street Lakeland FL 33801 590192430 501(c)(3) 91640 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Church Service Center 495 E Summerlin Street Bartow FL 33830 591162397 501(c)(3) 49612 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Early Learning Coalition (Highlands Co) 6432 US Highway 27 South Sebring FL 33876 651006254 501(c)(3) 49878 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Early Learning Coalition of Florida's Heartland - Hardee County 901 West Main Street Office 121 Wauchula FL 33873 533738819 501(c)(3) 40087 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Early Learning Coalition of Polk County 115 South Missouri Avenue Suite 501 Lakeland FL 33815 593648316 501(c)(3) 350980 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Explorations V Children's Museum 109 North Kentucky Avenue Lakeland FL 33801 592994883 501(c)(3) 91007 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Florida Epilepsy Services 305 South Florida Avenue Lakeland FL 33801 593151484 501(c)(3) 50926 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Frostproof Care Center 17 South Scenic Highway Frostproof FL 33843 592988744 501(c)(3) 74481 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Girl Scouts of West Central Florida 4610 Eisenhower Boulevard Tampa FL 33634 590895909 501(c)(3) 157068 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Girls Inc of Lakeland 1220 West Highland Street Lakeland FL 33815 237101551 501(c)(3) 221442 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Girls Inc of Winter Haven 2400 Havendale Boulevard Winter Haven FL 33881 591158810 501(c)(3) 166745 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Good Shepherd Hospice 105 Arneson Avenue Auburndale FL 33823 205276923 501(c)(3) 166624 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Greater Tampa Bay Area Council Boy Scout 13228 North Central Avenue Tampa FL 33612 590624406 501(c)(3) 96673 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Habitat for Humanity Lakeland 1317 George Jenkins Boulevard Lakeland FL 33815 593000422 501(c)(3) 25115 0 N/A N/A Donor Designated for General Support and Program Costs Hardee Family YMCA 610 West Orange Street Wauchula FL 33873 591618413 501(c)(3) 38670 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Hardee Help Center 713 East Bay Street Wauchula FL 33873 592993242 501(c)(3) 32611 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Heart of Florida Legal Aid Society Inc 550 East Davidson Street Bartow FL 33830 596215748 501(c)(3) 85531 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Heartland Horses Equine Activities and Learning Inc 4305 Independence Drive Avon Park FL 33825 593734965 501(c)(3) 22590 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs HELP of Fort Meade Inc 208 West Broadway Street Fort Meade FL 33841 592993886 501(c)(3) 38969 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Highlands County Family YMCA 100 YMCA Lane Sebring FL 33875 592859656 501(c)(3) 21704 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs InnerAct Alliance 621 South Florida Avenue Lakeland FL 33801 592844663 501(c)(3) 40927 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lake Wales Family YMCA 1001 Burns Avenue Lake Wales FL 33853 591741481 501(c)(3) 76096 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lakeland Volunteers in Medicine 1021 Lakeland Hills Boulevard Lakeland FL 33805 522351630 501(c)(3) 200368 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lakeland Youth Alliance 6409 Charolais Drive Lakeland FL 33810 593666953 501(c)(3) 7906 0 N/A N/A Designated for General Support Learning Resource Center of Polk County Inc 1628 South Florida Avenue Lakeland FL 33803 510182646 501(c)(3) 257777 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lighthouse for the Blind Polk Division 206 Avenue D Northwest Winter Haven FL 33881 590637876 501(c)(3) 112760 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Mulberry Community Service Center 304 NW 8th Street Mulberry FL 33860 591896141 501(c)(3) 220382 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs NU-HOPE Elder Care Services Inc 6414 US Highway 27 South Sebring FL 33876 591649814 501(c)(3) 114246 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Peace River Center for Personal Development Inc 1239 East Main Street Bartow FL 33830 590818924 501(c)(3) 289055 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Polk State College Foundation 999 Avenue H Northeast Winter Haven FL 33881 591819213 501(c)(3) 34593 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Polk Vision 1035 S Florida Avenue Suite 208 Lakeland FL 33803 200141870 501(c)(3) 7500 0 N/A N/A Program Operating Cost Ridge Area Arc 4352 Independence Street Avon Park FL 33825 590829984 501(c)(3) 28370 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Sunrise Community of Central Florida 5115 Wallace Court Lakeland FL 33813 650714062 501(c)(3) 55334 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Talbot House Ministries of Lakeland Inc 814 North Kentucky Avenue Lakeland FL 33801 592151802 501(c)(3) 352620 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs The Salvation Army of East Polk 1898 Highway 17 North Winter Haven FL 33881 590631403 501(c)(3) 108855 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs The Salvation Army Serving West Polk 2620 Kathleen Road Lakeland FL 33810 590631403 501(c)(3) 390755 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs The Spring of Tampa Bay Inc PO Box 5147 Tampa FL 33875 593485250 501(c)(3) 7927 0 N/A N/A Donor Designated for General Support Tri-County Human Services 1815 Crystal Lake Drive Lakeland FL 33801 591708182 501(c)(3) 158533 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs VISTE 1232 East Magnolia Street Lakeland FL 33801 592625297 501(c)(3) 205327 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Women's Care Center of Bartow Inc 490 East Boulevard Street Bartow FL 33830 650332777 501(c)(3) 29567 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Women's Resource Center 165 Avenue A Northwest Winter Haven FL 33881 592344584 501(c)(3) 83044 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs YMCA of West Central Florida 3620 Cleveland Heights Boulevard Lakeland FL 33803 591158144 501(c)(3) 88891 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Youth & Family Alternatives Inc 7524 Plathe Road New Port Richey FL 34653 591545990 501(c)(3) 65854 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs 55 0 EMERGENCY/HURRICANE RELIEF - FOOD, SHELTER, UTILITIES ETC 183 282360 0 N/A N/A EMERGENCY/HURRICANE RELIEF - FOOD GIFT CARDS 24 0 8050 FMV gift 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 14 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 Alan Turner II CEO (Partial Year) 151632 0 0 0 573 0 11017 0 6906 0 170128 0 0 0 X 3 315963 Market value X Office Supplies 10 249 Cost X Food gift cards 6 609 Cost X Program Supplies 250 750 NONE 0 false true false Form 990, Part I, Line 1 MISSION STATEMENT (CONTINUED FROM PAGE 1) UWCF FOCUSES ON ROOT CAUSES OF COMMUNITY PROBLEMS IN EDUCATION, INCOME & HEALTH & BRINGS COMMUNITY LEADERS TOGETHER TO IDENTIFY NEEDS, FUND SERVICES AND ACHIEVE RESULTS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 645,316 including grants of $ 28,089)(Revenue $ 590) 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 100 PARENT LENDING LIBRARIES WERE IN CHILDCARE CENTERS SERVING LOW-INCOME FAMILIES; WITH AN AVERAGE OF 35,000 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. 210,000 PARENT RESOURCE GUIDES, WHICH INCLUDE CONTACT INFORMATION FOR CHILDREN AND PARENT SERVICES, WERE DISTRIBUTED DURING THE FISCAL YEAR. 45,000 COPIES WERE HAND DELIVERED TO HEALTH AND HUMAN SERVICES PROFESSIONALS WHO WORK WITH AT-RISK CHILDREN. 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. LET'S GROW: 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. DOLLY PARTON IMAGINATION LIBRARY MAILS BOOKS TO THE HOMES OF PRESCHOOL CHILDREN. 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. WOMEN UNITED - READINGPALS : 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. MORE THAN 200 READINGPALS OFFERED TUTORING SESSIONS IN 58 CLASSROOMS IN THE 2018/19 SCHOOL YEAR. 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. IN SEPTEMBER OF 2017 HURRICANE IRMA DEVASTATED MANY AREAS IN FLORIDA. UWCF PROVIDED IMMEDIATE DISASTER RELIEF FOLLOWING HURRICANE IRMA BY OFFERING DIRECT ASSISTANCE AND PARTNERING WITH VARIOUS AGENCIES FOR HELP ASSISTING FAMILIES IMPACTED BY THE HURRICANE. 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 6/30/2019. 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 Committtee. 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 6/30/2019. 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 - 14123; Uncollectible Pledges - -475564; 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