2019-05-15T09:02:37-05:00 2018-06-30 592032210 CRIPPEN & CO 1900 SE 18TH AVE OCALA FL 344718312 990 2017-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 STEVEN LEE TREASURER 3527329696 2019-05-13 MATTHEW J WHITE P01699449 3527324260 2019-05-15 65.200.43.71 2019-05-15 09:02:37 CD P E14CFBB0E3FF1832A3CEE26C3FA52669217186E3 E14CFBB0E3FF1832A3CEE26C3FA52669217186E3 2017 2019-02-21 02:37:17Z STEVEN LEE 4609061 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. 25 25 17 1423 0 2303388 2554967 0 406496 149711 64716 67414 2774600 2772092 1501685 1724355 0 540330 627298 0 210828 301205 408891 2343220 2760544 431380 11548 6044709 6077141 219742 248163 5824967 5828978 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 1724355 1724355 UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2017-2018, INVESTMENTS WERE MADE TO FUND 19 PROGRAMS AT 15 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 15,441 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 FIVE YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 219 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 2,202 TAX RETURNS WERE PROCESSED FREE OF CHARGE TO MARION COUNTY RESIDENTS. 508642 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. 2232997 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 true false false false false false false false false true 4 0 17 true false false false false false false false false false false false false false false false X 25 25 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 RESOURCE 2.00 X X 0 0 0 STEVEN LEE TREASURER 2.00 X X 0 0 0 JOHN ZOBLER CHAIR-ELECT 2.00 X X 0 0 0 IRE BETHEA BOARD MEMBER 1.00 X 0 0 0 DR JAMES HENNINGSEN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GREINER CHAIRMAN OF 2.00 X X 0 0 0 JACK HILLESLAND PAST BOARD C 2.00 X X 0 0 0 LOLA GONZALEZ BOARD MEMBER 1.00 X 0 0 0 KATHY JUDKINS BOARD MEMBER 1.00 X 0 0 0 ANGIE UMPLEBY BOARD MEMBER 1.00 X 0 0 0 BRITTNEY MARTHALLER BOARD MEMBER 1.00 X 0 0 0 BRAD ROGERS BOARD MEMBER 1.00 X 0 0 0 GINGER BROSLAT VC PUBLIC RE 2.00 X X 0 0 0 ERIN BUSS SECRETARY 2.00 X X 0 0 0 WILLIAM PAUL JR VC STRATEGIC 2.00 X X 0 0 0 ANGY SCROBLE BOARD MEMBER 1.00 X 0 0 0 CHUCK TROUT VC OF COMMUN 2.00 X X 0 0 0 RUSTY BRANSON VICE CHAIR A 2.00 X X 0 0 0 CHRIS ALTOBELLO BOARD MEMBER 1.00 X 0 0 0 GREGORY C HARRELL BOARD MEMBER 1.00 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 BOARD MEMBER 1.00 X 0 0 0 KATHLEEN WOODRING BOARD MEMBER 1.00 X 0 0 0 false false false 41243 2513724 41402 2554967 96956 96956 1838387 558 1786190 52197 558 52755 52197 558 88582 50779 37803 37803 MISC RECEIPTS AND REFUNDS 29611 29611 29611 2772092 81808 135317 1724355 1724355 515757 283668 125133 106956 17348 7931 5381 4036 55863 21741 18876 15246 38330 21205 9249 7876 18000 18000 24656 24656 45767 9157 28962 7648 67778 20992 31935 14851 45562 23053 12979 9530 6991 3197 3686 108 155654 92693 29826 33135 16523 6262 6158 4103 EQUIPMENT MAINTENANCE 27049 13518 6345 7186 MISCELLANEOUS 911 5225 -4467 153 2760544 2232997 316719 210828 200 2031882 1590183 622409 730695 18485 22519 721719 392827 341251 328892 3026013 3401672 4469 3180 6044709 6077141 48185 69913 12623 7774 158934 170476 219742 248163 X 3573493 3447842 843136 968849 1408338 1412287 5824967 5828978 6044709 6077141 11548 -19342 11805 X false true true false X 2032413 1807120 1905197 2303388 2554967 10603085 2032413 1807120 1905197 2303388 2554967 10603085 10603085 73852 84023 74992 77229 96956 407052 32038 32164 57356 65061 88582 275201 11285338 29611 0.93950 0.94090 X PART II, LINE 10 OTHER INCOME-SPONSORSHIPS & 186,619 3203078 6197 114783 175943 24239 3123876 3153694 6253 245569 183345 19093 3203078 3437420 6048 -75218 188712 25844 3153694 3606532 6242 33106 182701 25759 3437420 3325797 5855 476365 176121 25364 3606532 0.55830 0.44170 false false 68000 68000 477861 247061 230800 175858 145766 30092 328892 DONOR CHOICE CONTRIBUTIONS PAYABLE 170476 170476 2573211 -19342 3949 -15393 2588604 183488 183488 2772092 2569200 2569200 191344 191344 2760544 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,949 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 183,488 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR CHOICE ALLOCATIONS PAID 191,344 SPECIAL EVENTS 88582 88582 50779 88582 88582 50779 50779 37803 true ARNETTE HOUSE 2310 NE 24TH STREET OCALA FL 34470 592119445 3 99284 FAMILY COUNSELING BOYS & GIRLS CLUB OF MARION COUNTY 800 SW 12 STREET OCALA FL 34471 591172127 3 123535 GENERAL SUPPORT BROTHER'S KEEPERDIOCESE OF ORLANDO 5 SE 17TH STREET OCALA FL 34471 591404508 3 7193 UTILITIES CHILDREN'S HOME SOCIETY 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 590192430 3 57081 HEALTHY FAMILIES COMMUNITY LEGAL SERVICES OF MID-FL 1610 SE 36TH AVENUE OCALA FL 34471 591156260 3 15690 SALARIES COMMUNITY OF GRATITUDE PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 14088 FOOD & GENERAL SUPP. CREATIVE SERVICES PO BOX 2193 OCALA FL 34478 591876422 3 125023 SHELTER EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 147300 MATCH, SUCCESS BY 6 FIFTH CIRCUIT PUBLIC GUARDIAN CORP 500 NE 8TH AVENUE OCALA FL 34470 593706138 3 30190 SALARY HEART OF FLORIDA HEALTH CENTER 1025 SW 1ST AVENUE OCALA FL 34471 590808854 3 70927 DENTAL SALARY & SUPP HEART OF FLORIDA UNITED WAY2-1-1 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 3 96285 INFORMATION & REFER KIMBERLY'S CENTER FOR CHILD PROTECT 2800 NE 14 STREET OCALA FL 34470 593575631 3 65346 GENERAL SUPPORT MARION COUNTY LITERACY COUNCIL 110 E SILVER SPRINGS BLVD OCALA FL 34476 600000676 3 22368 GENERAL SUPPORT MARION SENIOR SERVICES 1644 NE 22 AVENUE OCALA FL 34470 237362750 3 103411 GENERAL SUPPORT SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 20790 SHELTER ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 7203 UTILITIES ST VINCENT DE PAUL SOCIETY 7801 SE US HIGHWAY 42 SUMMERFIELD FL 34491 592948683 3 13452 UTILITIES THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 101486 FOOD, UTIL., SALARY THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 17653 UTILITIES MARION COUNTY HOMELESS COUNCIL 108 N MAGNOLIA AVE SUITE 202 OCALA FL 34475 562369991 3 20349 RENT & UTILITIES PROJECT LIFT INC PO BOX 1152 STUART FL 34995 273949112 3 97488 PROGRAM SUPPORT 21 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 MONTHLY BASIS. MICHAEL GREINER BOARD MEMBER MERRILL LYNCH EMPLOY false X 1 41402 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B USED A BROKER TO SELL SECURITIES DONATED 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 FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED SIX PERMANENT SITES, WHERE 2,202 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. 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 191,344 CHANGE IN VALUE OF TRUSTS 3,949 CONTRIBUTOR CHOICE PLEDGES -183,488 TOTAL 11,805