2017-11-15T16:28:09-06:00 2017-06-30 010720052 MORRISON BROWN ARGIZ & FARRA LLC 301 EAST LAS OLAS BLVD 4TH FLOOR FORT LAUDERDALE FL 33301 990 2016-07-01 590624402 UNITED WAY OF BROWARD COUNTY INC UNIT 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 THOMAS J WATSON VP OF FINANCE 9544624850 2017-11-15 1 LAZARO GUTIERREZ CPA P01294889 5619092100 38.140.52.131 2017-11-15 17:14:51 ES P 8B3A379C7FBA3A44279E6426DA85F69B423A6E25 6FE5060343E590B33315C1238663F7937BE9F739 2016 2017-02-10 21:41:12Z THOMAS J WATSON 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 19552144 0 X WWW.UNITEDWAYBROWARD.ORG X 1976 FL SCHEDULE O.TO IMPROVE THE LIVES OF BROWARD COUNTY RESIDENTS BY PROVIDING SERVICES THAT HELP CHILDREN SUCCEED AND IMPROVE THE GENERAL HEALTH AND WELLNESS OF COMMUNITY MEMBERS. 15 15 72 0 0 0 16794664 16499215 0 0 47860 134149 899333 728291 17741857 17361655 12044486 11484892 0 0 3872744 4125534 0 0 1498947 1229000 1352835 17146230 16963261 595627 398394 10517376 11179301 6952742 6826239 3564634 4353062 X TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFICANT LASTING CHANGE IN THE COMMUNITY IMPACT AREAS OF EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCK FOR A BETTER LIFE - WHICH POSITIVELY IMPACTS PEOPLE'S LIVES. 0 0 8034809 5498829 ALLOCATION TO AGENCIES PROVIDING HEALTH AND HUMAN SERVICES IN BROWARD COUNTY IN ONE OF THE THREE IMPACT AREAS OF HEALTH, EDUCATION, AND INCOME. 2837288 1854662 SUBSTANCE ABUSE PREVENTION AND TREATMENT PROGRAMS THAT PROMOTE HEALTHY AND DRUG FREE LIVING IN BROWARD COUNTY. 1811929 948647 SUPPORT SERVICES FOR VETERAN FAMILIES (SSVF). 1874459 3182754 OTHER SERVICES AND SUPPORTS PROVIDED TO CREATE COMMUNITY IMPACT. 1874459 3182754 14558485 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 1 120 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 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 KATHLEEN CANNON PRESIDENT AND CEO 40.00 X 224810 0 12307 HOWARD BAKALAR CPO 40.00 X 142072 0 10406 366882 0 22713 2 0 1 0 0 4821670 11677545 62059 16499215 88800 88800 1861834 1816485 45349 45349 45349 506740 374004 132736 132736 OTHER INCOME 900099 595555 595555 595555 17361655 640904 0 221536 11484892 11484892 366881 216150 57225 93506 3081611 1815547 480663 785401 71779 42289 11196 18294 359768 170757 81706 107305 245495 146848 35168 63479 34967 27467 7500 40029 40029 127359 69707 19033 38619 84496 37585 5236 41675 261800 94606 16353 150841 124654 70144 24777 29733 52881 34294 4436 14151 97786 65282 9510 22994 194653 114680 30362 49611 162882 73297 40720 48865 75713 52136 8951 14626 EUIPMENT RENTAL & MAINT 50267 33371 6237 10659 OTHER 31774 4392 24840 2542 POSTAGE & SHIPPING 13574 5041 1887 6646 16963261 14558485 905829 1498947 220201 867737 3939678 3784398 45483 34028 4470514 2936058 1663841 1534456 3580817 3831600 1067356 1127082 10517376 11179301 774461 685515 6178281 6140724 6952742 6826239 X 2034688 2713948 529319 638487 1000627 1000627 3564634 4353062 10517376 11179301 398394 390034 0 X X 0 1 X 1 1 1 X 12674936 13831757 16141347 16794664 16499215 75941919 12674936 13831757 16141347 16794664 16499215 75941919 75941919 166790 224055 174983 145237 88800 799865 76741784 0.98960 0.98830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1067356 134395 74669 1127082 1186605 2509 -46036 75722 1067356 3087512 -50764 1850143 1186605 2588125 259676 245885 6174 3087512 2463688 134043 9606 2588125 0.88780 0.11220 1 0 76900 76900 2689847 1427308 1262539 1703767 1508750 195017 1534456 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF BROWARD 1127082 1127082 APPROVED ALLOCATIONS PAYABLE 5790752 DONOR DESIGNATIONS PAYABLE 349972 6140724 X 15837201 390034 390034 15447167 1914488 1914488 17361655 15048773 0 15048773 1914488 1914488 16963261 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 DONOR DESIGNATIONS ARE REDUCED FROM INCOME IN THE AUDITED FINANCIAL STATEMENTS. HOWEVER, DONOR DESIGNATIONS ARE NOT DEDUCTED FROM INCOME ON THE FORM 990 IN THE AMOUNT OF $1,874,459. 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 RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 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 2014. HOWEVER, UNITED WAY IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2014 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 40,029. DONOR DESIGNATIONS 1,874,459. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 40,029. DONOR DESIGNATIONS 1,874,459. MAYORS GALA 323625 323625 77384 139696 DAY OF CARINGG 20030 20030 83502 4 163085 163085 73422 506740 506740 77384 296620 374004 132736 0 BROWARD REGIONAL HEALTH PLANNING COUNCIL INC 200 OAKWOOD BLVD 100 HOLLYWOOD FL 33020 592274772 501 (C)(3) 525882 GENERAL SUPPORT HISPANIC UNITY OF FLORIDA INC 4740 N STATE ROAD 7 FORT LAUDERDALE FL 33308 592230272 501 (C)(3) 308697 GENERAL SUPPORT FIRST CALL FOR HELP 250 NE 33RD ST OAKLAND PARK FL 33334 650589294 501 (C)(3) 284000 GENERAL SUPPORT URBAN LEAGUE OF BROWARD COUNTY 730 N ANDREWS AVE PEMBROKE PINES FL 33025 591564384 501 (C)(3) 262000 GENERAL SUPPORT LEGAL AID SERVICE OF BROWARD COUNTY INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 650161493 501 (C)(3) 231889 GENERAL SUPPORT MUSEUM OF DISCOVERY & SCIENCE 401 SW 2ND ST FORT LAUDERDALE FL 33312 591709542 501 (C)(3) 203408 GENERAL SUPPORT CHILDREN'S DIAGNOSTIC & TREATMENT CENTER 1401 S FEDERAL HWY FORT LAUDERDALE FL 33316 651026739 501 (C)(3) 185892 GENERAL SUPPORT COMMUNITY BASED CONNECTIONS 1033 NW 6TH ST 201 FORT LAUDERDALE FL 33311 270513560 501 (C)(3) 175668 GENERAL SUPPORT ACHIEVEMENT AND REHABILITATION CENTERS INC 10250 NW 53RD ST SUNRISE FL 33351 590809623 501 (C)(3) 162000 GENERAL SUPPORT AMERICAN RED CROSS 500 NE 3RD AVE FORT LAUDERDALE FL 33304 590196605 501 (C)(3) 150000 GENERAL SUPPORT COVENANT HOUSE FLORIDA INC 733 BREAKERS AVE FORT LAUDERDALE FL 33304 592323607 501 (C)(3) 129940 GENERAL SUPPORT GILDA'S CLUB S FLORIDA 2421 SW 6TH AVE FORT LAUDERDALE FL 33315 650528626 501 (C)(3) 123500 GENERAL SUPPORT LUZ DEL MUNDO (LIGHT OF THE WORLD CLINIC) 650 N ANDREWS AVE PLANTATION FL 33317 650266070 501 (C)(3) 115551 GENERAL SUPPORT JACK & HILL CHILDREN'S CENTER 4701 NW 33RD AVE FORT LAUDERDALE FL 33309 590637870 501 (C)(3) 113000 GENERAL SUPPORT SUNSHINE SOCIAL SERVICES 1835 SE 4TH AVE FORT LAUDERDALE FL 33312 010582371 501 (C)(3) 110089 GENERAL SUPPORT IMPACT BROWARD INC 1232 NE 26TH ST WILTON MANORS FL 33305 591297932 501 (C)(3) 107050 GENERAL SUPPORT COAST TO COAST LEGAL AID OF SOUTH FLORIDA 491 NORTH STATE ROAD 7 2ND FLOOR PLANTATION FL 33317 900089501 501 (C)(3) 95000 GENERAL SUPPORT HENDERSON BEHAVIORAL HEALTH INC 501 NE 8TH ST FORT LAUDERDALE FL 33315 590711167 501 (C)(3) 93166 GENERAL SUPPORT JOE DI MAGGIO CHILDREN'S HOSPITAL FOUNDATION 100 S PINE ISLAND ROAD SUITE 230 FORT LAUDERDALE FL 33313 650492343 501 (C)(3) 90124 GENERAL SUPPORT BROWARD HOUSING SOLUTIONS 305 SE 18TH ST FORT LAUDERDALE FL 33316 591108790 501 (C)(3) 86900 GENERAL SUPPORT HEALTHY MOTHERS HEALTHY BABIES COALITION 6600 W COMMERCIAL BLVD LAUDERHILL FL 33319 650161493 501 (C)(3) 85269 GENERAL SUPPORT CENTER FOR HEARING AND COMMUNICATION 2900 W CYPRESS ROAD 3 FORT LAUDERDALE FL 33309 131624127 501 (C)(3) 84300 GENERAL SUPPORT FLORIDA DEPARTMENT OF HEALTH BROWARD COUNTY 351 N STATE RD 7 102 PLANTATION FL 33317 501 (C)(3) 82858 GENERAL SUPPORT YMCA OF BROWARD COUNTY FLORIDA INC PO BOX 676 ST PETERSBERG FL 33731 590624463 501 (C)(3) 81906 GENERAL SUPPORT CROCKETT FOUNATION PO BOX 3774 HALLANDALE BEACH FL 33008 202689974 501 (C)(3) 81665 GENERAL SUPPORT FLITE CENTER 3217 NW 10TH TERRACE SUITE 307 FORT LAUDERDALE FL 33309 501 (C)(3) 80000 GENERAL SUPPORT BOYS & GIRLS CLUBS OF BROWARD COUNTY INC 877 NW 61ST ST FORT LAUDERDALE FL 33309 591108790 501 (C)(3) 75000 GENERAL SUPPORT SUSAN B ANTHONY CENTER INC 2312 WILTON DRIVE PLANTATION FL 33317 650583089 501 (C)(3) 75000 GENERAL SUPPORT JEWISH FAMILY CENTER SERVICE INC OF BROWARD COUNTY 1315 W BROWARD BLVD FORT LAUDERDALE FL 33312 590995106 501 (C)(3) 72438 GENERAL SUPPORT FAMILY CENTRAL INC 501 NE 8TH ST FORT LAUDERDALE FL 33304 591487190 501 (C)(3) 71028 GENERAL SUPPORT KIDS IN DISTRESS 819 NE 26 ST WILTON MANORS FL 33305 591927289 501 (C)(3) 70000 GENERAL SUPPORT HOPE SOUTH FLORIDA INC 5840 JOHNSON ST LAUDERDALE LAKES FL 33319 590816448 501 (C)(3) 63000 GENERAL SUPPORT FIREWALL INDUSTRIES INC 840 SW 81ST AVE POMPANO BEACH FL 33069 061704451 501 (C)(3) 61669 GENERAL SUPPORT CENTER FOR INDEPENDENT LIVING OF BROWARD 4800 N STATE ROAD 7 LAUDERDALE LAKES FL 33319 650292125 501 (C)(3) 59958 GENERAL SUPPORT CHILDNET INC 313 N STATE ROAD 7 PLANTATION FL 33317 651149351 501 (C)(3) 50000 GENERAL SUPPORT HANDY INC 501 NE 8TH ST FORT LAUDERDALE FL 33304 592507617 501 (C)(3) 50000 GENERAL SUPPORT LIGHTHOUSE OF BROWARD COUNTY INC 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 591650909 501 (C)(3) 50000 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 JUNIOR ACHIEVEMENT 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 590871446 501 (C)(3) 42500 GENERAL SUPPORT COMMUNITY FOUNDATION 901 E LAS OLAS 200 FORT LAUDERDALE FL 33301 592477112 501 (C)(3) 40000 GENERAL SUPPORT TASKFORCE FORE ENDING HOMELESSNESS INC 1633 POINCIANA DR WILTON MANORS FL 33305 412110971 501 (C)(3) 40000 GENERAL SUPPORT HANDSON BROWARD 5815 N ANDREWS WAY FORT LAUDERDALE FL 33309 591506570 501 (C)(3) 25000 GENERAL SUPPORT BROWARD PARTNERSHIP FOR THE HOMELESS INC 920 NW 7TH AVE FORT LAUDERDALE FL 33311 650777033 501 (C)(3) 24000 GENERAL SUPPORT NOVA SOUTHEASTERN 3301 COLLEGE AVE FORT LAUDERDALE FL 33314 591083502 501 (C)(3) 20000 GENERAL SUPPORT HOMES INC 690 NE 13TH ST 101 FORT LAUDERDALE FL 33304 650870180 501 (C)(3) 13410 GENERAL SUPPORT CITY OF FORT LAUDERDALE 100 N ANDREWS AVE FORT LAUDERDALE FL 33301 596000319 501 (C)(3) 10000 GENERAL SUPPORT X 0 0 0 0 0 0 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 224810 0 0 0 0 0 6225 0 6082 0 237117 0 0 0 HOWARD BAKALAR CPO 142072 0 0 0 0 0 4324 0 6082 0 152478 0 0 0 X 7 62059 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 AUDIT COMMITTEE 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 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