2019-03-21T11:05:09-05:00 2018-06-30 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DR SUITE 400 CLEARWATER FL 337625539 990 2017-07-01 650836972 UNITED WAY FOUNDATION OF MANATEE COUNTY UNIT 9417481313 5201 W KENNEDY BLVD NO 600 TAMPA FL 33609 SUZANNE MCCORMICK PRESIDENT & CEO 9417481313 2019-03-19 1 DAVID JANOSEK P00959475 7275721400 71.41.95.34 2019-03-19 14:19:50 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8795436A6D2F947286B80284B86DAF385C7935EA 2017 2019-02-21 02:37:17Z X SUZANNE MCCORMICK 5201 W KENNEDY BLVD NO 600 TAMPA FL 33609 3683304 0 X WWW.UWMANATEE.ORG X 1998 FL TO SUPPORT AND INCREASE AWARENESS OF THE ACTIVITIES OF UNITED WAY SUNCOAST, INC. X 5 5 0 5 0 0 5000 0 0 0 328449 1116775 0 0 333449 1116775 483500 3663566 0 0 36000 0 0 0 0 24764 0 544264 3663566 -210815 -2546791 3636875 5004 30164 0 3606711 5004 X TO PROVIDE FINANCIAL SUPPORT TO AND INCREASE AWARENESS OF THE ACTIVITIES OF UNITED WAY SUNCOAST, INC. 0 1 3663566 3663566 THE FOUNDATION WAS ESTABLISHED TO ADMINISTER A BOARD-DESIGNATED ENDOWMENT ESTABLISHED BY THE UNITED WAY OF MANATEE COUNTY, INC. THE FOUNDATION IS ADMINISTERED BY A BOARD OF TRUSTEES, WHICH DIRECTS THE USE OF THE ASSETS. THE FOUNDATION SERVES TO PROVIDE FINANCIAL SUPPORT FOR AND INCREASE AWARENESS OF UNITED WAY SUNCOAST, INC. 3663566 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X UNITED WAY SUNCOAST INC 8132740900 5201 W KENNEDY BLVD NO 600 TAMPA FL 33609 X TIM HENNING TRUSTEE 1.00 2.00 X 0 0 0 BARB JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 DEBBIE TAPP TRUSTEE 1.00 0.00 X 0 0 0 BOB THOMPSON TRUSTEE 1.00 2.00 X 0 0 0 BILL WEBSTER TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 271 271 3683033 2566529 1116504 1116504 1116504 1116775 0 0 1116775 3663566 3663566 3663566 3663566 0 0 10426 0 3626449 5004 3636875 5004 30164 0 30164 0 X 3606711 5004 3606711 5004 3636875 5004 -2546791 -1054916 0 X X 0 1 X 1 0 X X 1 UNITED WAY SUNCOAST INC 593725701 7 1 3663566 0 1 3663566 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 RAYMOND JAMES 5004 F 5004 X PART X, LINE 2: THE ORGANIZAION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER THE PROVISIONS OF THE FLORIDA STATUTES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC 740 RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE INCOME TAX FILINGS OF UNITED WAY SUNCOAST, INC., UNITED WAY OF MANATEE COUNTY, INC. AND UNITED WAY FOUNDATION OF MANATEE COUNTY FOR THE YEAR ENDED JUNE 30, 2014 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. 1 MANATEE COMMUNITY FOUNDATION 2820 MANATEE AVE W BRADENTON FL 34205 650833500 501(C)(3) 3663566 0 N/A N/A FOR THE SUPPORT AND BENEFIT OF UNITED WAY SUNCOAST, INC. 1 PART I, LINE 2: ON JULY 1, 2017, UNITED WAY SUNCOAST, INC. (UWS) AND UNITED WAY OF MANATEE COUNTY, INC. (UWMC) AND ITS AFFILIATE, UNITED WAY FOUNDATION OF MANATEE COUNTY (FOUNDATION) COMPLETED A MERGER OF THEIR OPERATIONS. UWMC MERGING WITH UWS ENABLES THE ORGANIZATIONS TO BUILD A STRONGER AND MORE COLLABORATIVE NETWORK, MORE EFFECTIVELY ADDRESS REGIONAL HUMAN SERVICE NEEDS, AND MOBILIZE MORE HUMAN AND FINANCIAL RESOURCES. AS A RESULT OF THE MERGER, THE FOUNDATION TRANSFERRED FUNDS (THE FUND) TO THE MANATEE COMMUNITY FOUNDATION FOR THE SUPPORT AND BENEFIT OF UWS IN FULFILLING ITS MISSION WITHIN MANATEE COUNTY. THE FUND SHALL MAKE DISTRIBUTIONS TO UWS IN ACCORDANCE WITH THE DISTRIBUTION POLICY OF MANATEE COMMUNITY FOUNDATION, INC. (MCF). UWS MAY ALSO MAKE REQUESTS FOR DISTRIBUTIONS IN EXCESS OF THE MINIMUM ANNUAL DISTRIBUTION FOR ANY FISCAL PERIOD IN THE FOLLOWING MANNER: (1) THE REQUEST FOR SUCH DISTRIBUTION MUST BE IN WRITING AND SIGNED BY AN AUTHORIZED INDIVIDUAL FOR UWS; (2) THE PURPOSE(S) FOR THE REQUEST SHOULD BE DELINEATED AND MUST BE RELATED TO OR IN FURTHERANCE OF THE UWS CORPORATE PURPOSES; AND (3) A UWS BOARD OR EXECUTIVE COMMITTEE RESOLUTION MUST BE PROVIDED TO MCF EVIDENCING THAT THE UWS BOARD OR EXECUTIVE COMMITTEE HAS APPROVED THE REQUEST FOR SUCH DISTRIBUTION. CASH AND MARKETABLE SECURITIES 2017-07-01 3663566 ACTUAL CASH/STOCK QUOTE 593725701 MANATEE COMMUNITY FOUNDATION 2820 MANATEE AVE W BRADENTON FL 34205 501(C)(3) 0 0 0 0 PART II, LINE 1: ON JULY 1, 2017, UNITED WAY SUNCOAST, INC. (UWS) AND UNITED WAY OF MANATEE COUNTY, INC. (UWMC) AND ITS AFFILIATE, UNITED WAY FOUNDATION OF MANATEE COUNTY (FOUNDATION) COMPLETED A MERGER OF THEIR OPERATIONS. UWMC MERGING WITH UWS ENABLES THE ORGANIZATIONS TO BUILD A STRONGER AND MORE COLLABORATIVE NETWORK, MORE EFFECTIVELY ADDRESS REGIONAL HUMAN SERVICE NEEDS, AND MOBILIZE MORE HUMAN AND FINANCIAL RESOURCES. AS A RESULT OF THE MERGER, THE FOUNDATION TRANSFERRED FUNDS TO THE MANATEE COMMUNITY FOUNDATION FOR THE SUPPORT AND BENEFIT OF UWS IN FULFILLING ITS MISSION WITHIN MANATEE COUNTY. FORM 990, PART III, LINE 3 ON JULY 1, 2017, UNITED WAY SUNCOAST, INC. (UWS) AND UNITED WAY OF MANATEE COUNTY, INC. (UWMC) AND ITS AFFILIATE, UNITED WAY FOUNDATION OF MANATEE COUNTY (FOUNDATION) COMPLETED A MERGER OF THEIR OPERATIONS. UWMC MERGING WITH UWS ENABLES THE ORGANIZATIONS TO BUILD A STRONGER AND MORE COLLABORATIVE NETWORK, MORE EFFECTIVELY ADDRESS REGIONAL HUMAN SERVICE NEEDS, AND MOBILIZE MORE HUMAN AND FINANCIAL RESOURCES. SEE SCHEDULE N. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS INITIALLY REVIEWED AND APPROVED BY AUDIT AND ETHICS COMMITTEE. A COPY IS THEN PROVIDED TO THE ORGANIZATION'S BOARD OF TRUSTEES FOR FINAL REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD TRUSTEES AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED CONFLICT OF INTEREST FORM TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS ALL SUBMISSIONS AND, IF NECESSARY, FOLLOWS UP WITH ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FOUNDATION IS INCLUDED IN THE CONSOLIDATED AUDIT OF UNITED WAY SUNCOAST, INC. (UWS) AND AFFILIATES. THE UWS AUDIT & ETHICS COMMITTEE (THE COMMITTEE) IS RESPONSIBLE FOR ASSISTING THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES. AMONG THE RESPONSIBILITIES OF THE COMMITTEE IS THE OVERSIGHT OF THE INTEGRITY OF THE ORGANIZATION'S FINANCIAL ACCOUNTING PROCESSES AND SYSTEMS OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING AND USE OF ASSETS; THE INDEPENDENCE AND PERFORMANCE OF THE INDEPENDENT AUDITORS AND STAFF WITH FINANCE RESPONSIBILITIES; AND THE AUDITOR SELECTION PROCESS. IN RELATION TO THE ANNUAL AUDIT, THE COMMITTEE: -MEETS IN EXECUTIVE SESSION WITH THE INDEPENDENT AUDITORS -OBTAINS A FORMAL STATEMENT FROM THE AUDITORS ANNUALLY REGARDING THEIR INDEPENDENCE -OBTAINS A REPORT ANNUALLY REGARDING THE AUDITORS' QUALITY CONTROL PROCEDURES AND ANY REPORT ISSUED AS A RESULT OF A QUALITY CONTROL REVIEW OF THE AUDITORS -OBTAINS AND REVIEWS ANY SIGNIFICANT CORRECTING AUDIT ADJUSTMENTS OR PASSED CORRECTING AUDIT ADJUSTMENTS -REVIEWS THE DISPOSITION OF ANY MANAGEMENT LETTER COMMENTS, INTERNAL CONTROL AND/OR FRAUD RELATED MATTERS THAT ARISE DURING THE COURSE OF THE ANNUAL AUDIT -PRE-APPROVES ALL NON-AUDIT SERVICES (OTHER THAN 990 AND 5500 PREPARATION) -REVIEWS AND DISCUSSES WITH MANAGEMENT AND THE INDEPENDENT AUDITOR ALL CRITICAL ACCOUNTING POLICIES -REQUIRES THE INDEPENDENT AUDITING FIRM TO ROTATE AUDIT MANAGER EVERY 3-5 YEARS -REVIEWS ANNUALLY THE FORM 990 PRIOR TO FILING AND ENSURES THE CEO AND COO HAVE CERTIFIED THE CONTENTS OF THE FORM -PROVIDES AN AVENUE OF COMMUNICATION AMONG THE ORGANIZATION'S INDEPENDENT AUDITORS, MANAGEMENT, STAFF, AND THE BOARD OF DIRECTORS UNITED WAY SUNCOAST INC 5201 W KENNEDY BLVD SUITE 600 TAMPA FL 33609 593725701 TO IMPROVE LIVES AND CREATE LASTING COMMUNITY CHANGE FL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0