2018-12-17T11:30:38-06:00 2018-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2017-07-01 592116280 United Way of Central Florida Inc UNIT 8636481500 P O Box 1357 Highland City FL 338461357 SHIRLEY BALOGH INTERIM CEO 2018-12-17 true Brittney Kocaj P01320603 9542028600 2017 2019-02-21 02:37:17Z Shirley Balogh P O Box 1357 Highland City FL 338461357 12682630 false X www.uwcf.org X 1980 FL To improve lives and strengthen our community. (CONTINUED ON SCHEDULE O) 34 34 53 1878 0 0 10390554 10536400 758299 781748 514959 270652 13414 5180 11677226 11593980 6841268 7786302 0 2438240 2399326 0 951621 1256809 1175818 10536317 11361446 1140909 232534 30062641 30375093 16071269 16447959 13991372 13927134 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 8290284 7299294 755910 COMMUNITY IMPACT: UWCF'S PREMIERE COMMUNITY INVESTMENT PROCESS MOBILIZES MORE THAN 100 VOLUNTEERS ON 17 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, 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. 496892 487008 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. 307110 29568 FAMILY FUNDAMENTALS: AN OUTREACH OF SUCCESS BY 6 - IS A "ONE-STOP" PARENT RESOURCE CENTER WHICH MOBILIZES PARTNERSHIPS WITH MORE THAN THIRTY-FIVE 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. MORE THAN 29,000 PARENTS AND CHILDREN SIGNED IN AT CLASSES AND EVENTS SPONSORED BY FAMILY FUNDAMENTALS. 338706 1450 OTHER PROGRAM SERVICES: SUCCESS BY 6: 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 40,000 BOOKS CHECKED OUT ANNUALLY. BORN LEARNING INCREASES AWARENESS OF THE IMPORTANCE OF EARLY CHILDHOOD EDUCATION AND PROVIDED MORE THAN 300,000 MESSAGES TO CITIZENS. 100,000 PARENT RESOURCE GUIDES, WHICH INCLUDE CONTACT INFORMATION FOR CHILDREN AND PARENT SERVICES, WERE DISTRIBUTED 3 TIMES 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. 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. 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 40% OF CHILDREN WHO ARE NOT READING AT GRADE LEVEL. MORE THAN 200 READINGPALS OFFERED TUTORING SESSIONS IN 60 CLASSROOMS IN THE 2017/18 SCHOOL YEAR. 338706 1450 9432992 true true false false false false false false false true true false false true 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 26 0 true 53 true false false false false false true true true false false false X 34 34 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 Jennifer Kincart Jonsson Chair 2.0 X X 0 0 0 Don Selvage Chair Elect 2.0 X X 0 0 0 Greta Dupuy Vice Chair 2.0 X X 0 0 0 Tim Campbell Secretary 2.0 X X 0 0 0 Joe Tedder Treasurer 2.0 X X 0 0 0 Lyle Bowlin Director 1.0 X 0 0 0 Brian Burns Director 1.0 X 0 0 0 Chris Chaffin Director 1.0 X 0 0 0 Ann Claussen Director 1.0 X 0 0 0 Stephanie Colon Director 1.0 X 0 0 0 Kimberly Elmhorst Director 1.0 X 0 0 0 Gow Fields Director 1.0 X 0 0 0 Ian Floyd Director 1.0 X 0 0 0 Robert Fredere Jr Director 1.0 X 0 0 0 Michell Githens Director 1.0 X 0 0 0 Merissa Green Director 1.0 X 0 0 0 Brian Haas Director 1.0 X 0 0 0 Dana Hurley Director 1.0 X 0 0 0 Brad Johnson Director 1.0 X 0 0 0 Chris Jones Director 1.0 X 0 0 0 Mark Miller Director 1.0 X 0 0 0 Bill Mutz Director 1.0 X 0 0 0 Marty Oliver Director 1.0 X 0 0 0 Robert Pericht Director 1.0 X 0 0 0 David Robinson Director 1.0 X 0 0 0 Martha Santiago Director 1.0 X 0 0 0 Weymon Snuggs III Director 1.0 X 0 0 0 Monti Sommer Director 1.0 X 0 0 0 Deric Feacher Immediate Past Chair 2.0 X 0 0 0 Paul Noris Campaign Chair 2.0 X 0 0 0 Jeff Dodson Community Investment Chair 2.0 X 0 0 0 Ashley Barnett Community Impact Chair 2.0 X 0 0 0 Dusty Johnson Highlands County Advisory Board Liaison 2.0 X 0 0 0 Roxann Bonta Agency Director Council Chair 2.0 X 0 0 0 Alan H Turner II President/CEO 38.0 X 161873 0 26530 Penny Borgia CIO 38.0 X 103806 0 25973 Jill Martin CFO 38.0 X 97316 0 17765 Christina Criser VP of Resource Development 38.0 X 82235 0 19973 Candace Stanton VP of Marketing and Communication/partial year 38.0 X 58587 0 17184 503817 0 107425 2 false true false 0 32022 60362 10444016 274372 10536400 Service & Admin fees 900099 781748 781748 0 0 0 0 781748 153656 153656 0 0 1205646 0 1085472 3178 120174 -3178 116996 116996 Miscellaneous 900099 5180 5180 0 0 0 0 5180 11593980 786928 0 270652 7281077 7281077 505225 505225 609382 137912 347385 124085 1341138 598119 405249 337770 71471 34849 20573 16049 233064 100027 91107 41930 144271 60096 50582 33593 28340 28340 42965 42965 284655 188472 37407 58776 183315 44542 32379 106394 160859 90337 67839 2683 72320 12480 54566 5274 125307 54757 70379 171 50796 14085 6454 30257 29301 9943 6799 12559 100072 100072 56652 27705 15581 13366 4834 4834 Membership dues 26778 321 24282 2175 Allocation of indirect costs 0 268555 -434121 165566 9624 4490 4161 973 11361446 9432992 976833 951621 4281593 4165043 18410853 18816234 37538 50926 0 0 0 32852 33363 2428777 1941612 529909 487165 4829774 5152125 0 0 1940122 1670237 30062641 30375093 155590 154480 15556265 16008592 0 359414 284887 16071269 16447959 X 8737335 8704430 4028305 3978192 1225732 1244512 13991372 13927134 30062641 30375093 X 232534 159784 -456556 X false true X true false X 10369128 10242117 10186058 10390554 10536400 51724257 0 0 10369128 10242117 10186058 10390554 10536400 51724257 13041971 38682286 119857 141140 118618 134311 153656 667582 0 14570 14367 12875 13414 5180 60406 52452245 3579883 0.7375 0.7446 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 14570.0, COLUMN B - 14367.0, COLUMN C - 12875.0, COLUMN D - 13414.0, COLUMN E - 5180.0, COLUMN F - 60406.0; 3158957 13161 223670 87470 3308318 2813542 145017 263830 63432 3158957 2925005 15597 -89259 37801 2813542 2898079 15186 60135 48395 2925005 2545453 15741 371702 34817 2898079 0.1682 0.3762 0.4556 true false 100000 100000 1041283 695772 345511 490404 484607 5797 797090 761233 35857 487165 Beneficial Interest in Trusts 1670237 1670237 Designations Payable - Split Interest Trust 284887 284887 X 10286288 159784 23035 10968 193787 10092501 42965 1458514 1501479 11593980 10350526 23035 0 23035 10327491 42965 990990 1033955 11361446 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, 2018 or 2017. 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 - 10968 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Estimated Uncollectible Pledges - 467524 Donor Designations - 990990 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 990990 true Achievement Academy Inc 716 E BELLA VISTA STREET Lakeland FL 33805 590774205 501(c)(3) 254728 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Alliance for Independence Inc 1038 SUNSHINE DRIVE EAST Lakeland FL 33801 590812958 501(c)(3) 271232 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) 114136 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs American Red Cross-Highlands Co 6011 US-27 Sebring FL 33870 530196605 501(c)(3) 6670 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 201 N KENTUCKY AVE 1 Lakeland FL 33801 592173085 501(c)(3) 145512 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 N Fernleaf Ave Sebring FL 33870 650330147 501(c)(3) 18186 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Boys and Girls Club of Highlands County PO BOX 1596 Sebring FL 33870 593468588 501(c)(3) 15604 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Boys and Girls Club of Lakeland & Mulberry PO BOX 763 Lakeland FL 33802 590171815 501(c)(3) 286551 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Camp Fire USA Sunshine Council 2600 BUCKINGHAM AVE Lakeland FL 33803 590637819 501(c)(3) 125943 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Catholic Charities of Central FL 801 Florida Ave S Suite 3 Lakeland FL 33803 541214353 501(c)(3) 112623 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, Hurricane Irma Relief Central Florida Healthcare 950 County Rd 17A W Avon Park FL 33825 591404594 501(c)(3) 100000 0 N/A N/A Program Operating Costs Central Florida Speech & Hearing Center 3020 Lakeland Highlands Rd Lakeland FL 33803 590939466 501(c)(3) 309179 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Champion for Children Foundation of Highlands County Inc P O BOX 7125 Sebring FL 33870 650444941 501(c)(3) 41988 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 St Lakeland FL 33801 590192430 501(c)(3) 103193 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Church Service Center 495 East Summerlin Street Bartow FL 33830 591162397 501(c)(3) 59381 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF Citrus Center Boys & Girls Clubs 2400 Havendale Blvd NW Winter Haven FL 33881 590776417 501(c)(3) 236063 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Early Learning Coalition (Highlands Co) 6432 US Hwy 27 S Sebring FL 33876 651006254 501(c)(3) 50533 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 2886 Tamiami Trail Suite 1 Port Charlotte FL 33952 533738819 501(c)(3) 39410 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Early Learning Coalition of Polk County 115 S Missouri Ave Lakeland FL 33815 593648316 501(c)(3) 338667 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Explorations V Children's Museum 109 N KENTUCKY AVENUE Lakeland FL 33801 592994883 501(c)(3) 85021 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Family Emergency Services of Winter Haven 320 Ave T NW Winter Haven FL 33881 590609724 501(c)(3) 7625 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Florida Epilepsy Services 305 S FLORIDA AVE Lakeland FL 33801 593151484 501(c)(3) 51196 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Florida Prosperity Partnership - Polk 1021 Lakeland Hills Blvd Lakeland FL 33805 270905144 501(c)(3) 90618 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Frostproof Care Center 21 S SCENIC HIGHWAY Frostproof FL 33843 592988744 501(c)(3) 83990 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF Girl Scouts of Gulfcoast Florida Inc 4780 CATTLEMAN ROAD Sarasota FL 34233 590760212 501(c)(3) 5120 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Girl Scouts of West Central Florida 4610 Eisenhower Blvd Tampa FL 33634 590895909 501(c)(3) 153534 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Girls Inc of Lakeland 1220 W Highland St Lakeland FL 33815 237101551 501(c)(3) 219780 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Girls Inc of Winter Haven 400 Havendale Blvd NW Winter Haven FL 33881 591158810 501(c)(3) 164508 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Good Shepherd Hospice 105 Arneson Ave Auburndale FL 33823 205276923 501(c)(3) 169983 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Goodwill Industries-Suncoast 10596 Gandy Blvd N A St Petersburg FL 33702 590718492 501(c)(3) 5000 0 N/A N/A Donor Designated for General Support and Program Costs Greater Tampa Bay Area Council Boy Scout 13228 N CENTRAL AVENUE Tampa FL 33612 590624406 501(c)(3) 98905 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) 25000 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) 51860 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Hardee Help Center PO BOX 422 Wauchula FL 33873 592993242 501(c)(3) 47237 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF Heart of Florida Legal Aid Society Inc 510 S BROADWAY AVE SUITE 2 Bartow FL 33830 596215748 501(c)(3) 86797 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Heartland for Children 1239 E Main St Bartow FL 33860 020619609 501(c)(3) 100000 0 N/A N/A Program Operating Cost Heartland Horses Equine Activities and Learning Inc 4305 Independence St Avon Park FL 33825 593734965 501(c)(3) 21832 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs HELP of Fort Meade Inc 121 WEST BROADWAY STREET Fort Meade FL 33841 592993886 501(c)(3) 51459 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF Highlands County Family YMCA 100 YMCA LANE Sebring FL 33875 592859656 501(c)(3) 21408 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs InnerAct Alliance 621 S FLORIDA AVE Lakeland FL 33801 592844663 501(c)(3) 61731 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lake Wales Family YMCA 1001 BURNS AVE Lake Wales FL 33853 591741481 501(c)(3) 74939 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lakeland Volunteers in Medicine 1021 LAKELAND HILLS BLVD Lakeland FL 33805 522351630 501(c)(3) 150990 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lakeland Youth Alliance PO Box 8978 Lakeland FL 33806 593666953 501(c)(3) 6055 0 N/A N/A Donor Designated for General Support Learning Resource Center of Polk County Inc 1628 S FLORIDA AVENUE Lakeland FL 33803 510182646 501(c)(3) 183843 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Lighthouse for the Blind Polk Division 206 Ave D NW Winter Haven FL 33881 590637876 501(c)(3) 111572 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Mulberry Community Service Center 1392 Church Avenue Mulberry FL 33860 591896141 501(c)(3) 116919 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF Neighborhood Service Center PO BOX 3311 Winter Haven FL 33881 591363593 501(c)(3) 7014 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs NU-HOPE Elder Care Services Inc 6414 US HWY 27 SOUTH Sebring FL 33876 591649814 501(c)(3) 109019 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Peace River Center for Personal Development Inc PO BOX 1559 Bartow FL 33830 590818924 501(c)(3) 293037 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Polk County Public Schools 1915 SOUTH FLORAL AVENUE Bartow FL 33830 596000807 501(c)(3) 217628 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Polk State College Foundation 999 AVENUE H Winter Haven FL 33881 591819213 501(c)(3) 33672 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Polk Vision 1035 Florida Ave S 208 Lakeland FL 33803 200141870 501(c)(3) 7500 0 N/A N/A Program Operating Cost Ridge Area Arc 120 WEST COLLEGE DRIVE Avon Park FL 33825 590829984 501(c)(3) 36675 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Sunrise Community of Central Florida 807 North Lake Parker Ave Lakeland FL 33801 650714062 501(c)(3) 61112 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Talbot House Ministries of Lakeland Inc 814 N Kentucky Ave Lakeland FL 33801 592151802 501(c)(3) 319807 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs The Salvation Army of East Polk PO BOX 1069 Winter Haven FL 33881 580660607 501(c)(3) 112793 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF The Salvation Army Serving West Polk 2620 Kathleen Road Lakeland FL 33810 580660607 501(c)(3) 407012 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs, HURRICANE IRMA RELIEF Tri-County Human Services 1815 CRYSTAL LAKE DRIVE Lakeland FL 33801 591708182 501(c)(3) 93486 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs United Way Suncoast - Tampa Bay 5201 WEST KENNEDY BOULEVARD Tampa FL 33609 593725701 501(c)(3) 11761 0 N/A N/A Donor Designated for General Support and Program Costs VISTE 1232 EAST MAGNOLIA STREET Lakeland FL 33801 592625297 501(c)(3) 193324 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Women's Care Center of Bartow Inc PO BOX 1041 Bartow FL 33830 650332777 501(c)(3) 24488 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Women's Resource Center 165 AVENUE A NW Winter Haven FL 33881 592344584 501(c)(3) 86577 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs YMCA of West Central Florida 3620 CLEVELAND HEIGHTS BLVD Lakeland FL 33803 591158144 501(c)(3) 94080 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) 61617 0 N/A N/A Program Operating Cost, Donor Designated for General Support and Program Costs Salvation Army- Sebring PO Box 1843 Sebring FL 33871 580660607 501(C)(3) 10000 0 N/A N/A Hurricane Irma Relief Lake Wales Care Center 140 East Park Avenue Lake Wales FL 33853 592015847 501(C)(3) 10000 0 N/A N/A Hurricane Irma Relief Redlands Christian Migrant Association 402 West Main Street Immokallee FL 34142 591221966 501(C)(3) 50000 0 N/A N/A Hurricane Irma Relief 67 0 EMERGENCY/HURRICANE RELIEF-FOOD,SHELTER,UTILITIES 194 400489 0 N/A N/A EMERGENCY/HURRICANE RELIEF, FOOD GIFT CARDS 758 0 104736 FMV FOOD 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 17 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. 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 H Turner II President/CEO 161203 0 0 0 670 0 16120 0 10410 0 188403 0 0 0 X 3 253406 Market value X 3 17301 Opinions of experts X Office Supplies 12 264 Cost X Food gift cards 34 3401 Cost 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 $ 338,706 including grants of $)(Revenue $ 1,450) OTHER PROGRAM SERVICES: SUCCESS BY 6: 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 40,000 BOOKS CHECKED OUT ANNUALLY. BORN LEARNING INCREASES AWARENESS OF THE IMPORTANCE OF EARLY CHILDHOOD EDUCATION AND PROVIDED MORE THAN 300,000 MESSAGES TO CITIZENS. 100,000 PARENT RESOURCE GUIDES, WHICH INCLUDE CONTACT INFORMATION FOR CHILDREN AND PARENT SERVICES, WERE DISTRIBUTED 3 TIMES 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. 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. 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 40% OF CHILDREN WHO ARE NOT READING AT GRADE LEVEL. MORE THAN 200 READINGPALS OFFERED TUTORING SESSIONS IN 60 CLASSROOMS IN THE 2017/18 SCHOOL YEAR. 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 6/30/2018. 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 6/30/2018. 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 - 10968; Uncollectible Pledges - -467524; 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