2018-11-26T13:14:46-06:00 2018-06-30 010720052 MORRISON BROWN ARGIZ & FARRA LLC 301 EAST LAS OLAS BLVD 4TH FLOOR FORT LAUDERDALE FL 33301 990 2017-07-01 590624402 UNITED WAY OF BROWARD COUNTY INC UNIT 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 THOMAS J WATSON CFO 9544624850 2018-11-26 1 LAZARO GUTIERREZ CPA P01294889 9547609000 38.140.52.131 2018-11-26 09:45:52 ES P E303922E6E0AAFF29FB4DE912DBC32EDAA0EADFE A2701DDE398CDC82E51FD7C56B54381A2001AB22 2017 2019-02-21 02:37:17Z THOMAS J WATSON 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 21204854 0 X WWW.UNITEDWAYBROWARD.ORG X 1976 FL SCHEDULE O.UNITED WAY OF BROWARD COUNTY FIGHTS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY. 18 18 73 3263 0 0 16499215 18120369 0 0 134149 489682 728291 220315 17361655 18830366 11484892 12082299 0 0 4125534 4293348 0 0 1881824 1352835 1527625 16963261 17903272 398394 927094 11179301 12365151 6826239 7181751 4353062 5183400 X TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFICANT LASTING CHANGE IN THE COMMUNITY IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH - THE BUILDING BLOCKS FOR A BETTER LIFE - WHICH POSITIVELY IMPACT PEOPLE'S LIVES. 0 0 7984348 4912232 ALLOCATION TO AGENCIES PROVIDING HEALTH AND HUMAN SERVICES IN BROWARD COUNTY IN ONE OF THE THREE IMPACT AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. 2490246 1624035 SUBSTANCE ABUSE PREVENTION AND TREATMENT PROGRAMS THAT PROMOTE HEALTHY AND DRUG FREE LIVING IN BROWARD COUNTY. 2431194 963761 SUPPORT SERVICES FOR VETERAN FAMILIES (SSVF). 2192345 4582271 OTHER SERVICES AND SUPPORT PROVIDED TO CREATE COMMUNITY IMPACT. 2192345 4582271 15098133 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 134 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X THOMAS J WATSON 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 COLIN BROWN BOARD OF DIRECTOR 1.00 X 0 0 0 ANDY CAGNETTA VICE CHAIR 1.00 X 0 0 0 LORI CHEVY BOARD OF DIRECTOR 1.00 X 0 0 0 BRENDAN COURTNEY BOARD OF DIRECTOR 1.00 X 0 0 0 JON FERRANDO CHAIR 1.00 X 0 0 0 GEORGE HANBURY II PHD BOARD OF DIRECTOR 1.00 X 0 0 0 KEN HETLAGE BOARD OF DIRECTOR 1.00 X 0 0 0 MATT KATZ BOARD OF DIRECTOR 1.00 X 0 0 0 LISA LUTOFF-PERLO BOARD OF DIRECTOR 1.00 X 0 0 0 STEPHEN MOSS BOARD OF DIRECTOR 1.00 X 0 0 0 HECTOR PONTE BOARD OF DIRECTOR 1.00 X 0 0 0 GARY ROSEN TREASURER 1.00 X 0 0 0 ROBERT RUNCIE BOARD OF DIRECTOR 1.00 X 0 0 0 MATT SHORE BOARD OF DIRECTOR 1.00 X 0 0 0 KATHLEEN WOODS-RICHARDSON BOARD OF DIRECTOR 1.00 X 0 0 0 D KEITH COBB BOARD OF DIRECTOR 1.00 X 0 0 0 CHARLES B MORTON JR BOARD OF DIRECTOR 1.00 X 0 0 0 MANUEL M PERDOMO BOARD OF DIRECTOR 1.00 X 0 0 0 DAN REYNOLDS BOARD OF DIRECTOR 1.00 X 0 0 0 BOB SWINDELL BOARD OF DIRECTOR 1.00 X 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 40.00 X 237067 0 13190 MARIA HERNANDEZ CHIEF PROGRAM OFFICER 40.00 X 118340 0 8751 TOM WATSON CHIEF FINANCIAL OFFICER 40.00 X 94110 0 0 EVI TAMAR KOHN MARKS CHIEF DEVELOPMENT OFFICER 40.00 X 161152 0 7731 610669 0 29672 3 1 1 0 0 5823723 12296646 87595 18120369 143798 143798 2209167 1863283 345884 345884 345884 731520 511205 220315 220315 18830366 345884 0 364113 12082299 12082299 610669 328337 93278 189054 3115917 1675327 475947 964643 -104674 -56280 -15989 -32405 406021 184906 87764 133351 265415 145813 37990 81612 35750 21640 14110 41009 41009 139644 66092 16347 57205 137088 63124 4682 69282 265193 78683 16031 170479 130267 73047 26009 31211 68961 43717 4747 20497 111047 81222 5267 24558 222953 119875 34055 69023 171555 77199 42889 51467 74946 43819 10284 20843 EUIPMENT RENTAL & MAINT 75955 58834 5416 11705 OTHER 33307 5729 21452 6126 POSTAGE & SHIPPING 19950 4750 2027 13173 17903272 15098133 923315 1881824 867737 820113 3784398 4663685 34028 123679 4509970 3107613 1534456 1402357 3831600 4223209 1127082 1132108 11179301 12365151 685515 1126513 6140724 6055238 6826239 7181751 X 2713948 3255199 638487 927574 1000627 1000627 4353062 5183400 11179301 12365151 927094 -96756 0 X X 0 1 X 1 1 1 X 13831757 16141347 16794664 16499215 18120369 81387352 13831757 16141347 16794664 16499215 18120369 81387352 81387352 224055 174983 145237 88800 143798 776873 82164225 0.99050 0.98960 X 0 1127082 78495 73469 1132108 1067356 134395 74669 1127082 1186605 2509 -46036 75722 1067356 3087512 -50764 1850143 1186605 2588125 259676 245885 6174 3087512 0.88390 0.11610 1 0 76900 76900 2689847 1524174 1165673 1743223 1583439 159784 1402357 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF BROWARD 1132108 1132108 APPROVED ALLOCATIONS PAYABLE 5701217 DONOR DESIGNATIONS PAYABLE 354021 6055238 X 17003873 -96756 -96756 17100629 1729737 1729737 18830366 16173535 0 16173535 1729737 1729737 17903272 PART V, LINE 4: THE UNITED WAY OF BROWARD COUNTY INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES TO FULLFILL THE ORGANIZATION'S MISSION. DONOR DESIGNATIONS TOTAL DONOR DESIGNATIONS IN THE AMOUNT OF $1,688,728 WERE REDUCED FROM INCOME IN THE AUDITED FINANCIAL STATEMENTS. HOWEVER, SUCH DESIGNATIONS ARE NOT DEDUCTED FROM INCOME ON THE FORM 990. PART X, LINE 2: UNITED WAY IS A NON-PROFIT CORPORATION WHOSE REVENUES ARE DERIVED FROM CONTRIBUTIONS AND OTHER FUND-RAISING ACTIVITIES AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, EXCEPT FOR ANY INCOME THAT MAY BE A RESULT OF UNRELATED BUSINESS TRANSACTIONS. UNITED WAY IS REQUIRED UNDER GAAP TO RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. UNITED WAY DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY HAS NOT RECOGNIZED ANY LIABILITY FOR ANY UNCERTAIN TAX BENEFIT. UNITED WAY HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, UNITED WAY HAS FILED INTERNAL REVENUE SERVICE FORM 990 AS REQUIRED AND ALL OTHER APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. UNITED WAY BELIEVES THAT IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-US INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015. HOWEVER, UNITED WAY IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2015 FORWARD. NO INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE FINANCIAL STATEMENTS RELATED TO ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 41,009. DONOR DESIGNATIONS 1,688,728. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 41,009. DONOR DESIGNATIONS 1,688,728. MAYORS GALA 488270 488270 102611 77746 16100 69599 MAGNOLIA 154505 154505 21902 5410 30000 13230 3 88745 88745 8260 24180 12000 130167 731520 731520 132773 107336 58100 212996 511205 220315 0 ACHIEVEMENT AND REHABILITATION CENTERS INC 10250 NW 53RD ST SUNRISE FL 33351 590809623 501 (C)(3) 162000 GENERAL SUPPORT AMERICAN RED CROSS 600 NE 3RD AVENUE FORT LAUDERDALE FL 33304 530196605 501 (C)(3) 150000 GENERAL SUPPORT BOYS & GIRLS CLUBS OF BROWARD COUNTY INC 877 NW 61ST ST FORT LAUDERDALE FL 33309 591108790 501 (C)(3) 75000 GENERAL SUPPORT BROWARD HEALTH FOUNDATION 1201 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 650930889 501 (C)(3) 5000 GENERAL SUPPORT BROWARD HOUSING SOLUTIONS 305 SE 18TH COURT FORT LAUDERDALE FL 33316 650407370 501 (C)(3) 86900 GENERAL SUPPORT BROWARD PARTNERSHIP FOR THE HOMELESS INC 920 NW 7TH AVE FORT LAUDERDALE FL 33311 650777033 501 (C)(3) 124000 GENERAL SUPPORT BROWARD REGIONAL HEALTH PLANNING COUNCIL INC 200 OAKWOOD BLVD 100 HOLLYWOOD FL 33020 592274772 501 (C)(3) 124780 GENERAL SUPPORT CHILDNET INC 313 N STATE ROAD 7 PLANTATION FL 33317 651149351 501 (C)(3) 50000 GENERAL SUPPORT CHILDREN'S DIAGNOSTIC & TREATMENT CENTER 1401 S FEDERAL HWY FORT LAUDERDALE FL 33316 651026739 501 (C)(3) 233131 GENERAL SUPPORT COMMUNITY BASED CONNECTIONS 1033 NW 6TH ST 201 FORT LAUDERDALE FL 33311 270513560 501 (C)(3) 175668 GENERAL SUPPORT CROCKETT FOUNATION PO BOX 3774 HALLANDALE BEACH FL 33008 202689974 501 (C)(3) 81665 GENERAL SUPPORT EARLY LEARNING COALITION 6301 NW 5TH WAY STE 3400 FORT LAUDERDALE FL 33309 651060848 501 (C)(3) 240220 GENERAL SUPPORT FAMILY CENTRAL INC 501 NE 8TH ST FORT LAUDERDALE FL 33304 591487190 501 (C)(3) 76032 GENERAL SUPPORT FIREWALL MINISTRIES INC 3000 SW 60TH AVENUE DAVIE FL 33314 621817603 501 (C)(3) 61669 GENERAL SUPPORT FIRST CALL FOR HELP 250 NE 33RD ST OAKLAND PK FL 33334 650589294 501 (C)(3) 243500 GENERAL SUPPORT FLITE CENTER 3217 NW 10TH TERRACE SUITE 307 FORT LAUDERDALE FL 33309 264155794 501 (C)(3) 65000 GENERAL SUPPORT FLORIDA DEPARTMENT OF HEALTH BROWARD COUNTY 351 N STATE RD 7 102 PLANTATION FL 33317 501 (C)(3) 89248 GENERAL SUPPORT HANDSON BROWARD 5815-A N ANDREWS WAY FORT LAUDERDALE FL 33304 591506570 501 (C)(3) 25000 GENERAL SUPPORT HANDY INC 501 NE 8TH ST FORT LAUDERDALE FL 33309 592507617 501 (C)(3) 50000 GENERAL SUPPORT HEALTHY MOTHERS HEALTHY BABIES COALITION 6600 W COMMERCIAL BLVD LAUDERHILL FL 33319 650161493 501 (C)(3) 70269 GENERAL SUPPORT HENDERSON BEHAVIORAL HEALTH INC 501 NE 8TH ST FORT LAUDERDALE FL 33315 590711167 501 (C)(3) 148500 GENERAL SUPPORT HISPANIC UNITY OF FLORIDA INC 4740 N STATE ROAD 7 FORT LAUDERDALE FL 33308 592230272 501 (C)(3) 194999 GENERAL SUPPORT HOPE SOUTH FLORIDA INC 5840 JOHNSON ST LAUDERDALE LAKES FL 33319 590816448 501 (C)(3) 63000 GENERAL SUPPORT JACK & HILL CHILDREN'S CENTER 4701 NW 33RD AVE FORT LAUDERDALE FL 33309 590637870 501 (C)(3) 113000 GENERAL SUPPORT JEWISH FAMILY CENTER SERVICE INC OF BROWARD COUNTY 1315 W BROWARD BLVD FORT LAUDERDALE FL 33312 590995106 501 (C)(3) 87438 GENERAL SUPPORT KIDS IN DISTRESS 819 NE 26 ST WILTON MANORS FL 33305 591927289 501 (C)(3) 70000 GENERAL SUPPORT LEGAL AID SERVICE OF BROWARD COUNTY INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 650161493 501 (C)(3) 231889 GENERAL SUPPORT LIFENE4FAMILIES 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 651060848 501 (C)(3) 10000 GENERAL SUPPORT LIGHTHOUSE OF BROWARD COUNTY INC 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 591650909 501 (C)(3) 50000 GENERAL SUPPORT LUZ DEL MUNDO (LIGHT OF THE WORLD CLINIC) 650 N ANDREWS AVE PLANTATION FL 33317 650266070 501 (C)(3) 173574 GENERAL SUPPORT MEMORIAL FOUNDATION 3329 JOHNSON ST HOLLYWOOD FL 33021 621202302 501 (C)(3) 100000 GENERAL SUPPORT MUSEUM OF DISCOVERY & SCIENCE 401 SW 2ND ST FORT LAUDERDALE FL 33312 591709542 501 (C)(3) 181908 GENERAL SUPPORT SALVATION ARMY 1405 NW 10TH ST WILTON MANORS FL 33311 580660607 501 (C)(3) 50000 GENERAL SUPPORT SECOND CHANCE SOCIETY INC 1445 W BROWARD BLVD DANIA BEACH FL 33004 592414492 501 (C)(3) 50000 GENERAL SUPPORT SOUTH FLORIDA INSTITUTE OF AGING 2038 N DIXIE HWY SUITE 201 FORT LAUDERDALE FL 33305 591297932 501 (C)(3) 107050 GENERAL SUPPORT SUNSHINE SOCIAL SERVICES (SUNSERVE) 1835 SE 4TH AVE FORT LAUDERDALE FL 33312 010582371 501 (C)(3) 85000 GENERAL SUPPORT SUSAN B ANTHONY CENTER INC 2312 WILTON DRIVE PLANTATION FL 33317 650583089 501 (C)(3) 75000 GENERAL SUPPORT TASKFORCE FORE ENDING HOMELESSNESS INC 1633 POINCIANA DR WILTON MANORS FL 33305 412110971 501 (C)(3) 40000 GENERAL SUPPORT URBAN LEAGUE OF BROWARD COUNTY 730 N ANDREWS AVE PEMBROKE PINES FL 33025 591564384 501 (C)(3) 262000 GENERAL SUPPORT X 0 0 0 0 0 0 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 237067 0 0 0 0 0 6873 0 6317 0 250257 0 0 0 EVI TAMAR KOHN MARKS CHIEF DEVELOPMENT OFFICER 161152 0 0 0 0 0 1414 0 6317 0 168883 0 0 0 X 10 87595 STOCK EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS AN INITAL DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, CFO AND CONTROLLER FOR ACCURACY BEFORE THE FORM IS PRESENTED TO THE AUDIT COMMITTEE. THE APPROVED DRAFT OF THE FORM 990 IS SUBSEQUENTLY PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER THE AUDIT COMMITTEE'S APPROVAL, THE FORM IS PRESENTED TO THE BOARD OF DIRECTORS. THE REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS IS COMPLETED PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOSURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, OFFICER AND KEY EMPLOYEES IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION TO CEO, EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA FROM SIMILAR-SIZED UNITED WAY ORGANIZATIONS AVAILABLE THROUGH UNITED WAY WORLDWIDE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE (WWW.UNITEDWAYBROWARD.ORG) FORM 990, PART VI, SECTION C, LINE 19 THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, AND KEY EMPLOYEE IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS.