2019-12-17T10:47:58-06:00 2019-06-30 721396621 CARR RIGGS & INGRAM LLC 1301 PLANTATION ISLAND DR STE 205A ST AUGUSTINE FL 32080 990 2018-07-01 596018986 UNITED WAY OF ST JOHNS COUNTY INC UNIT 9048299721 PO BOX 1007 ST AUGUSTINE FL 32085 MILTON NUCKOLS TREASURER 9048299721 2019-11-22 1 LOUISE H ANDERSON CPA P00076150 9044713445 2019-11-22 12.228.58.122 2019-11-22 12:54:42 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 27F156286BFF40C945AEC1E8A8F1670B777AE287 2018 2020-04-17 16:48:07Z MILTON NUCKOLS PO BOX 1007 ST AUGUSTINE FL 32085 1471222 0 X WWW.UNITEDWAY-SJC.COM X 1967 FL SEE SCHEDULE O 17 17 9 660 0 0 1242119 1321451 0 0 623 8268 32864 52264 1275606 1381983 800041 855348 0 0 274715 279266 0 0 139582 132192 189597 1206948 1324211 68658 57772 1654248 1651403 736088 658161 918160 993242 X UNITED WAY OF ST. JOHNS COUNTY FIGHTS FOR THE EDUCATION, HEALTH AND FINANCIAL STABILITY FOR EVERY PERSON IN OUR COMMUNITY BY FOCUSING ON THE THINGS THAT ARE NEEDED FOR A GOOD LIFE: A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. 1 0 602100 548500 6518 UNITED WAY OF ST. JOHNS COUNTY STRATEGICALLY INVESTS IN QUALITY PROGRAMS, BUILDING PARTNERSHIPS, ADVOCATING FOR BETTER POLICIES, ENGAGING OUR COMMUNITY AND LEVERAGING RESOURCES. ONE AREA OF INVESTMENT IS THROUGH COMMUNITY IMPACT GRANTS PROVIDED TO PARTNER ORGANIZATIONS IN THE COMMUNITY. THIS PROCESS FUNDED 36 PROGRAMS, TARGETING EDUCATION, HEALTH AND FINANCIAL STABILITY. THE PROCESS ALSO ENGAGES NUMEROUS COMMUNITY VOLUNTEERS TO REVIEW AND VISIT PROGRAMS. OVER 500 VOLUNTEER HOURS SUPPORTED THE GRANT PROCESS THIS YEAR. 27567 27567 RELIEF EFFORTS FOR HURRICANES MATTHEW AND IRMA CONTINUE. THE TWO HURRICANES WITHIN 11 MONTHS LEFT LONG-TERM DAMAGE TO THE HEALTH AND WELFARE OF MANY RESIDENTS, ESPECIALLY TO THOSE ALREADY IN NEED. HURRICANE RELIEF FUNDS WERE PROVIDED FOR BUILDING REPAIRS. 124551 104650 646 SUPPORTED BY COMMUNITY DONATIONS SINCE THE 1980'S, THE EMPTY STOCKING FUND ASSISTS VULNERABLE CHILDREN AND SENIORS WITH FUNDS FOR FOOD, CLOTHING OR TOYS FOR THE HOLIDAY SEASON. MANAGEMENT TRANSITIONED TO UNITED WAY OF ST. JOHNS COUNTY IN 2018. OVER 500 FAMILIES AND SENIORS WERE SERVED. 16064 445 REALSENSE FREE TAX PREPARATION NOT ONLY PROVIDES A FREE SERVICE TO LOWER INCOME HOUSEHOLDS AND A SAFE HAVEN FROM PREDATORY LENDING PRACTICES, IT RETURNS MUCH NEEDED DOLLARS TO THE HOUSEHOLDS AND IN TURN TO THE COMMUNITY. 658 RETURNS WERE COMPLETED, AND THE OVERALL IMPACT TO THE COMMUNITY IS ESTIMATED AT ALMOST $1.2 MILLION. 18400 18400 INDIVIDUAL EMERGENCY ASSISTANCE IS PROVIDED TO AREA RESIDENTS FACING FINANCIAL INSTABILITY DUE TO AN UNEXPECTED LIFE EVENT SUCH AS THE INABILITY TO WORK DUE TO MEDICAL EMERGENCY, CARING FOR A FAMILY MEMBER, LACK OF TRANSPORTATION OR OTHER CATASTROPHIC ISSUE. ASSISTANCE ALLOWS THESE WORKING INDIVIDUALS TO REGAIN STABILITY. TWENTY-EIGHT (28) FAMILIES WERE ASSISTED WITH AN AVERAGE ASSISTANCE OF $657. 172707 156231 9571 OTHER PROGRAMS INCLUDE TOOLS FOR SCHOOLS, WHICH GARNERED OVER $12,000 IN SCHOOL SUPPLIES FOR AREA SCHOOLS, AND THE FAMILYWIZE PRESCRIPTION DRUG PROGRAM, WHICH PROVIDED AN ESTIMATED $500,000 SAVINGS ON PRESCRIPTION DRUGS TO OVER 4,000 PEOPLE IN THE COMMUNITY. UW-SJC PROVIDED THANKSGIVING MEALS FOR A STRUGGLING COMMUNITY, COORDINATED FOOD DRIVES AND A SOCK DRIVE, AND ASSISTED RESIDENTS IN CRISIS WITH INFORMATION, SERVICES AND BASIC NEEDS. 207171 174631 10016 961389 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X MILTON NUCKOLS 9048299721 PO BOX 1007 ST AUGUSTINE FL 32085 BOBBY CRUM CHAIRMAN 1.00 X X 0 0 0 KELLY GREEN DIRECTOR 1.00 X 0 0 0 MELISSA NELSON EXEC DIR, SECRETARY 40.00 X X 94526 0 0 SUZANNE BROWN DIRECTOR 1.00 X 0 0 0 MILTON NUCKOLS TREASURER 1.00 X X 0 0 0 JOHN REAGAN DIRECTOR 1.00 X 0 0 0 BEVERLY SLOUGH CAMPAIGN CHAIR 1.00 X 0 0 0 JAY OWEN DIRECTOR 1.00 X 0 0 0 STEVE HILL DIRECTOR 1.00 X 0 0 0 MATT CLINE DIRECTOR 1.00 X 0 0 0 GLENN GUEST DIRECTOR 1.00 X 0 0 0 BRITTANY FRASER KEITH DIRECTOR 1.00 X 0 0 0 SUSAN PONDER-STANSEL DIRECTOR 1.00 X 0 0 0 BOB ROUSSEAU DIRECTOR 1.00 X 0 0 0 JOSEPH JOYNER DIRECTOR 1.00 X 0 0 0 DAVID TONER DIRECTOR 1.00 X 0 0 0 CYNTHIA WILLIAMS DIRECTOR 1.00 X 0 0 0 94526 0 0 0 0 0 0 0 165626 1155825 10250 1321451 8268 8268 124323 165626 89239 35084 35084 OTHER INCOME 900099 14356 14356 ADMINISTRATIVE FEES 900099 2824 2824 17180 1381983 17180 0 43352 855348 855348 75440 75440 203826 58817 48385 96624 12566 2388 5026 5152 15075 4855 10220 3117 1004 2113 36339 8088 17028 11223 37892 12202 25690 11363 2159 4545 4659 12408 2358 4963 5087 8657 1645 3463 3549 PRINTING 14645 3374 7104 4167 PROFESSIONAL FEES 14001 4509 9492 MEMBERSHIP & DUES 8974 1706 3589 3679 POSTAGE 7525 1519 3198 2808 7035 1417 2984 2634 1324211 961389 223240 139582 518337 379163 640365 700325 421785 235259 7578 19913 265502 102150 66033 163352 153241 150 150 1654248 1651403 7053 31747 516000 500000 22327 213035 104087 736088 658161 X 712553 773322 68607 82920 137000 137000 918160 993242 1654248 1651403 57772 17310 0 X X 0 1 X 1 0 X 1138203 1213774 1351778 1242119 1321451 6267325 1138203 1213774 1351778 1242119 1321451 6267325 6267325 6151 5957 6062 623 8268 27061 7236 6873 11381 17180 42670 6337056 0.98900 0.98860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 137000 137000 137000 137000 137000 137000 137000 137000 137000 137000 1.00000 0 0 18000 18000 204627 68862 135765 42875 33288 9587 163352 DUE TO AGENCIES 51600 DESIGNATIONS PAYABLE 52487 104087 X 1360774 17310 89239 106549 1254225 127758 127758 1381983 1285692 89239 89239 1196453 127758 127758 1324211 PART IV, LINE 2B: THE ORGANIZATION HAS AN AGREEMENT WITH ST. JOHNS AND PUTNAM COUNTY LONG-TERM RECOVERY ORGANIZATION, IN WHICH THE ORGANIZATION ACTS AS THE FISCAL AGENT AND DISBURSES FUNDS AS INSTRUCTED UNDER THE AGREEMENT. PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES - INCLUDED ON LINE 990, PART VIII, LINE 8B 89,239. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 127,758. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES - INCLUDED ON LINE 990, PART VIII, LINE 8B 89,239. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 127,758. GIVING GALA 151359 109051 42308 523 9796 23547 5750 21934 HURLEY EVENT 77218 52262 24956 325 9442 10193 3 61372 4313 57059 2619 2735 2375 289949 165626 124323 523 12740 35724 5750 34502 89239 35084 1 ALPHA OMEGA MIRACLE HOME 1797 OLD MOULTRIE ROAD SUITE 107 ST AUGUSTINE FL 32084 650318958 3 23300 IMPROVE LIVES AMERICAN RED CROSS 2730 US 1 S SUITE L ST AUGUSTINE FL 32086 590624355 3 19500 IMPROVE LIVES BAYVIEW - ST JOHNS COUNTY WELFARE FEDERATION 161 MARINE STREET ST AUGUSTINE FL 32084 590737904 3 33450 IMPROVE LIVES BETTY GRIFFIN HOUSE- SAFETY SHELTER FOR ST JOHNS COUNTY PO BOX 3319 ST AUGUSTINE FL 32085 593028497 3 43800 IMPROVE LIVES CATHOLIC CHARITIES BUREAU PO BOX 543 ST AUGUSTINE FL 32085 591660798 3 58900 IMPROVE LIVES CHILDREN'S HOME SOCIETY 482 S KELLER ROAD ORLANDO FL 32810 593055343 3 9900 IMPROVE LIVES ST JOHNS COUNTY COUNCIL ON AGING 179 MARINE STREET ST AUGUSTINE FL 32084 591255820 3 53050 IMPROVE LIVES EARLY LEARNING COALITION 200 REID STREET PALATKA FL 32177 593238148 3 25000 CHARACTER DEVELOPMENT EMERGENCY SERVICES AND HOMELESS COALITION OF ST JOHNS COUNTY INC 62 CHAPIN ST ST AUGUSTINE FL 32084 593547712 3 20500 IMPROVE LIVES EPIC COMMUNITY SERVICES 1850 STATE ROAD 207 ST AUGUSTINE FL 32084 591502582 3 25500 IMPROVE LIVES GOOD SAMARITAN HEALTH CLINIC 1835 US 1 SOUTH PMB 325 ST AUGUSTINE FL 32084 522125419 3 25800 IMPROVE LIVES HABITAT FOR HUMANITY 7 HOPKINS STREET ST AUGUSTINE FL 32086 593129794 3 22700 IMPROVE LIVES LEARN TO READ OF ST JOHNS COUNTY PO BOX 860355 ST AUGUSTINE FL 32086 592994710 3 26900 CHARACTER DEVELOPMENT BOY SCOUTS OF AMERICA NORTH FLORIDA COUNCIL 521 S EDGEWOOD AVENUE JACKSONVILLE FL 32205 590637816 3 18300 CHARACTER DEVELOPMENT ST GERARD HOUSE PO BOX 5382 ST AUGUSTINE FL 32085 592483955 3 25000 IMPROVE LIVES THE ARC OF ST JOHNS COUNTY 2101 ARC DRIVE ST AUGUSTINE FL 32085 237201838 3 21900 IMPROVE LIVES BOYS AND GIRLS CLUB OF NORTHEAST FL 555 W 25TH ST JACKSONVILLE FL 32206 596167630 3 17800 CHARACTER DEVELOPMENT UNITED WAY OF NORTHEAST FLORIDA 2-1-1 CO UW NE LF 40 E ADAMS ST STE 200 JACKSONVILLE FL 32202 590637825 3 10000 IMPROVE LIVES YMCA OF FLORIDA'S FIRST COAST 500 POPE ROAD ST AUGUSTINE FL 32080 590638514 3 33800 CHARACTER DEVELOPMENT GIRL SCOUTS OF GATEWAY COUNCIL 1000 SHEARER AVE JACKSONVILLE FL 322056055 590637857 3 10000 CHARACTER DEVELOPMENT ST JOHNS HOUSING PARTNERSHIP PO BOX 1086 ST AUGUSTINE FL 32085 593422856 3 30500 IMPROVE LIVES CULTURAL CENTER AT PONTE VEDRA BEACH 50 EXECUTIVE WAY PONTE VEDRA BEACH FL 32082 593238148 3 9900 IMPROVE LIVES PORT IN THE STORM 458 COUNTY ROAD 550 RIENZI MS 38865 454194174 3 21500 IMPROVE LIVES 23 PART I, LINE 2: THE COMMUNITY IMPACT PROCESS IS MAINTAINED ON THE ECIMPACT SOFTWARE AND INCLUDES THE VOLUNTEERS' INPUTS, THE SCORING AND THE AMOUNTS GRANTED. RECIPIENTS MUST SIGN THE AGREEMENTS FOR COMMUNITY IMPACT FUNDING. FORM 990, PART I, LINE 1 TO POSITIVELY IMPACT LIVES IN ST. JOHN COUNTY. THE VISION IS TO INSPIRE AND LEAD A COMMUNITY UNITED IN PROVIDING TRANSFORMATIVE HEALTH, EDUCATION AND FINANCIAL STABILITY FOR ALL GENERATIONS BY COLLABORATING WITH DONORS, PARTNERS AND VOLUNTEERS. FORM 990, PART III, LINE 2 SUPPORTED BY COMMUNITY DONATIONS SINCE THE 1980'S, THE EMPTY STOCKING FUND ASSISTS VULNERABLE CHILDREN AND SENIORS WITH FUNDS FOR FOOD, CLOTHING OR TOYS FOR THE HOLIDAY SEASON. MANAGEMENT TRANSITIONED TO UNITED WAY OF ST. JOHNS COUNTY IN 2018. OVER 500 FAMILIES AND SENIORS WERE SERVED. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY ACTION OF THE BOARD OF DIRECTORS. THE NOMINATING AND GOVERNANCE COMMITTEE SHALL SUBMIT A LIST OF NOMINEES TO THE BOARD OF DIRECTORS FOR ELECTION. THE COMMITTEE SHALL PROVIDE THE BOARD WITH BACKGROUND AND QUALIFICATIONS DATA ON EACH NOMINEE AT LEAST TWO (2) WEEKS PRIOR TO THE DATE OF THE BOARD OF DIRECTORS MEETING SLATED FOR ELECTION OF NEW BOARD MEMBERS. THE COMMITTEE SHALL IDENTIFY AND NOMINATE INDIVIDUALS REPRESENTING THE DIVERSITY OF THE COMMUNITY. THE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR DEVELOPING AND IMPLEMENTING THE CORPORATION'S CODE OF ETHICS, WHICH SHALL INCLUDE PROCEDURES FOR THE BOARD, STAFF AND COMMUNITY MEMBERS TO SUBMIT ETHICAL COMPLAINTS AND CONDUCT INVESTIGATIONS OF COMPLAINS IN A CONFIDENTIAL MANNER. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW THE 990. THEY WILL VOTE TO APPROVE AFTER ANY DISCUSSION/CHANGES. THE TREASURER WILL THEN PRESENT, WITH THE TAX PARTNER, THE 990 TO THE BOARD OF DIRECTORS. THEY WILL VOTE TO APPROVE AFTER ANY DISCUSSION/CHANGES. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED ANNUALLY TO SIGN A DOCUMENT ACKNOWLEDGING POTENTIAL CONFLICTS OF INTEREST. THE BOARD MEMBER IS NOT ALLOWED TO VOTE ON ANY MATTERS WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO ON AN ANNUAL BASIS AND REVIEWS RELEVANT SALARIES IN THE SURROUNDING AREA. THE INCREASES ARE APPROVED BY THE PERSONNEL COMMITTEE AND THE FINANCE COMMITTEE BEFORE BEING APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SOME OF THE GOVERNING DOCUMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: MANAGEMENT IS RESPONSIBLE FOR THE PREPARATION AND FAIR PRESENTATION OF THE FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA; THIS INCLUDES THE DESIGN, IMPLEMENTATION, AND MAINTENANCE OF INTERNAL CONTROL RELEVANT TO THE PREPARATION AND FAIR PRESENTATION OF FINANCIAL STATEMENTS THAT ARE FREE FROM MATERIAL MISSTATEMENT, WHETHER DUE TO FRAUD OR ERROR.