2017-02-08T16:27:18-06:00 2016-06-30 010720052 MORRISON BROWN ARGIZ & FARRA LLC 301 E LAS OLAS BLVD 4TH FLOOR FORT LAUDERDALE FL 33301 990 2015-07-01 590624402 UNITED WAY OF BROWARD COUNTY INC UNIT 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 THOMAS J WATSON VP OF FINANCE 9544624850 2017-02-06 1 DAVID HOLLANDER CPA P00646430 9547609000 2015 2021-01-29 14:40:06Z THOMAS J WATSON 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 20930232 0 X WWW.UNITEDWAYBROWARD.ORG X 1976 FL 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. 17 0 68 0 0 0 16141347 16794664 0 0 569736 47860 451358 899333 17162441 17741857 12865986 12044486 0 0 4351947 3872744 0 0 1292057 1322202 1229000 18540135 17146230 -1377694 595627 11463294 10517376 8355601 6952742 3107693 3564634 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 7901929 5149763 ALLOCATION TO AGENCIES PROVIDING HEALTH AND HUMAN SERVICES IN BROWARD COUNTY IN ONE OF THE THREE IMPACT AREAS OF HEALTH, EDUCATION, AND INCOME. 2819796 1818265 SUBSTANCE ABUSE PREVENTION AND TREATMENT PROGRAMS THAT PROMOTE HEALTHY AND DRUG FREE LIVING IN BROWARD COUNTY. 2046919 896250 SUPPORT SERVICES FOR VETERAN FAMILIES (SSVF). 2131615 4180208 OTHER SERVICES AND SUPPORTS PROVIDED TO CREATE COMMUNITY IMPACT. 2131615 4180208 14900259 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 77 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 X 17 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X X X THOMAS J WATSON 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 ANDY CAGNETTA BOARD OF DIRECTOR 1.00 X 0 0 0 BILL MAHONEY BOARD OF DIRECTOR 1.00 X 0 0 0 CHUCK LAETSCH TREASURER 1.00 X 0 0 0 COLIN BROWN BOARD OF DIRECTOR 1.00 X 0 0 0 GEORGE HANBURY II PHD BOARD OF DIRECTOR 1.00 X 0 0 0 JON FERRANDO BOARD OF DIRECTOR 1.00 X 0 0 0 KENNON HETLAGE BOARD OF DIRECTOR 1.00 X 0 0 0 LISA LUTOFF-PERLO BOARD OF DIRECTOR 1.00 X 0 0 0 LORI CHEVY BOARD OF DIRECTOR 1.00 X 0 0 0 MATT KATZ BOARD OF DIRECTOR 1.00 X 0 0 0 MATT SHORE BOARD OF DIRECTOR 1.00 X 0 0 0 PAUL DALY BOARD OF DIRECTOR 1.00 X 0 0 0 ROBERT RUNCIE BOARD OF DIRECTOR 1.00 X 0 0 0 STEPHEN MOSS BOARD OF DIRECTOR 1.00 X 0 0 0 HOWARD DVORKIN BOARD OF DIRECTOR 1.00 X 0 0 0 MARGARET CALLIHAN BOARD OF DIRECTOR 1.00 X 0 0 0 DAN REYNOLD BOARD OF DIRECTOR 1.00 X 0 0 0 KATHLEEN WOODS-RICHARDSON BOARD OF DIRECTOR 1.00 X 0 0 0 DANIEL KEARNS COO 40.00 X 134447 0 16903 HOWARD BAKALAR CPO 40.00 X 141433 0 9564 KATHLEEN CANNON PRESIDENT AND CEO 40.00 X 225924 0 15995 501804 0 42462 3 0 1 0 0 5127707 11666957 66008 16794664 145237 145237 2668321 2765698 -97377 -97377 -97377 821387 422677 398710 398710 OTHER INCOME 900099 500623 500623 500623 17741857 500623 0 446570 12044486 12044486 513786 297996 66792 148998 3033166 1808508 548067 676591 -301741 -179202 -52306 -70233 376128 180843 82304 112981 251405 151354 40202 59849 54850 52631 2219 42413 42413 141630 52217 42413 47000 94835 43651 2950 48234 187161 68052 17751 101358 101121 49683 23381 28057 40745 20996 7294 12455 70936 54407 12806 3723 160233 95161 27776 37296 144533 65040 36133 43360 90714 55505 15029 20180 EQUIPMENT RENTAL & MAIN 58570 27177 16923 14470 OTHER 25456 3717 18594 3145 POSTAGE & SHIPPING 15803 8037 3173 4593 17146230 14900259 953914 1292057 1179437 220201 4265605 3939678 113694 45483 4437016 2773175 663015 1663841 4054938 3580817 1186605 1067356 11463294 10517376 1411340 774461 6944261 6178281 8355601 6952742 X 1146734 2034688 960332 529319 1000627 1000627 3107693 3564634 11463294 10517376 595627 -138686 0 X X 0 1 X 1 1 1 X 12977788 12674936 13831757 16141347 16794664 72420492 12977788 12674936 13831757 16141347 16794664 72420492 72420492 145255 166790 224055 174983 145237 856320 73276812 0.98830 0.98600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1186605 2509 -46036 75722 1067356 3087512 -50764 1850143 1186605 2588125 259676 245885 6174 3087512 2463688 134043 9606 2588125 2145958 285001 41518 8789 2463688 0.93750 0.06250 1 0 76900 76900 2689847 1425989 1263858 1670269 1347186 323083 1663841 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF BROWARD 1067356 1067356 APPROVED ALLOCATIONS PAYABLE 5864083 DONOR DESIGNATIONS PAYABLE 314198 6178281 X 15429143 -138686 -138686 15567829 2174028 2174028 17741857 14972202 0 14972202 2174028 2174028 17146230 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 $2,313,615. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE 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-THEN-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 2013. HOWEVER, UNITED WAY IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2013 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 42,413. DONOR DESIGNATIONS 2,131,615. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED UNDER REVENUE SECTION 42,413. DONOR DESIGNATIONS 2,131,615. MAYORS GALA 326875 326875 59604 175882 DAY OF CARING 34169 34169 84036 3 460343 460343 103155 821387 821387 59604 363073 422677 398710 0 HISPANIC UNITY OF FLORIDA INC 4740 N STATE ROAD 7 FORT LAUDERDALE FL 33308 592230272 501 (C)(3) 270000 GENERAL SUPPORT URBAN LEAGUE OF BROWARD COUNTY 730 N ANDREWS AVE PEMBROKE PINES FL 33025 591564384 501 (C)(3) 222000 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 COVENANT HOUSE FLORIDA INC 733 BREAKERS AVE FORT LAUDERDALE FL 33304 592323607 501 (C)(3) 129940 GENERAL SUPPORT BROWARD COUNTY COMMUNITY DEVELOPMENT CORP INC 305 SE 18TH CT FORT LAUDERDALE FL 33316 650407370 501 (C)(3) 126900 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 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 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 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 SUSAN B ANTHONY CENTER INC 2312 WILTON DRIVE PLANTATION FL 33317 650583089 501 (C)(3) 75000 GENERAL SUPPORT BOYS & GIRLS CLUBS OF BROWARD COUNTY INC 877 NW 61ST ST FORT LAUDERDALE FL 33309 591108790 501 (C)(3) 74877 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 FLITE CENTER 3217 NW 10TH TERRACE SUITE 307 FORT LAUDERDALE FL 33309 501 (C)(3) 65000 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) 61670 GENERAL SUPPORT BROWARD REGIONAL HEALTH PLANNING COUNCIL INC 200 OAKWOOD BLVD 100 HOLLYWOOD FL 33020 592274772 501 (C)(3) 60882 GENERAL SUPPORT CENTER FOR INDEPENDENT LIVING OF BROWARD 4800 N STATE ROAD 7 LAUDERDALE LAKES FL 33319 650292125 501 (C)(3) 59959 GENERAL SUPPORT LEGAL AID SERVICE OF BROWARD COUNTY INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 650161493 501 (C)(3) 58293 GENERAL SUPPORT HEALTHY MOTHERS HEALTHY BABIES COALITION 6600 W COMMERCIAL BLVD LAUDERHILL FL 33319 650161493 501 (C)(3) 55269 GENERAL SUPPORT CHILDNET INC 313 N STATE ROAD 7 PLANTATION FL 33317 651149351 501 (C)(3) 50000 GENERAL SUPPORT IMPACT BROWARD INC 1232 NE 26TH ST WILTON MANORS FL 33305 591297932 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 HANDY INC 501 NE 8TH ST FORT LAUDERDALE FL 33304 592507617 501 (C)(3) 50000 GENERAL SUPPORT HENDERSON BEHAVIORAL HEALTH INC 501 NE 8TH ST FORT LAUDERDALE FL 33315 590711167 501 (C)(3) 44666 GENERAL SUPPORT TASKFORCE FORE ENDING HOMELESSNESS INC 1633 POINCIANA DR WILTON MANORS FL 33305 412110971 501 (C)(3) 40000 GENERAL SUPPORT CITY OF FORT LAUDERDALE 100 N ANDREWS AVE FORT LAUDERDALE FL 33301 596000319 501 (C)(3) 30000 GENERAL SUPPORT BROWARD PARTNERSHIP FOR THE HOMELESS INC 920 NW 7TH AVE FORT LAUDERDALE FL 33311 650777033 501 (C)(3) 24000 GENERAL SUPPORT X 0 0 0 0 0 0 0 0 0 DANIEL KEARNS COO 134447 0 0 0 0 0 1051 0 15852 0 151350 0 0 0 HOWARD BAKALAR CPO 141433 0 0 0 0 0 4284 0 5280 0 150997 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 225924 0 0 0 0 0 6647 0 9348 0 241919 0 0 0 X 7 66008 STOCK EXCHANGE VALUE X GIFTS IN KIND 0 302134 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS AN INITAL DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, CFO AND CONTROLLER FOR ACCURACY BEFORE THE FORM IS FILED. THE APPROVED DRAFT OF THE FORM 990 IS SUBSEQUENTLY PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. 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 SELETION PROCESS