2016-10-27T08:50:23-05:00 2016-06-30 592032210 CRIPPEN & CO 1900 SE 18TH AVE OCALA FL 344718312 990 2015-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 SCOT QUINTEL PRESIDENT 3527329696 2016-10-26 WILLIAM L TRICE P00292820 3527324260 2016-10-27 2015 2017-02-10 21:41:12Z SCOT QUINTEL 1401 NE 2ND STREET OCALA FL 34470 4317291 false X WWW.UWMC.ORG X 1961 FL THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. 27 27 14 1274 0 1822422 1905197 0 368897 -59064 55020 28607 2246339 1874740 1281155 1333224 0 494286 450144 0 177691 316421 262636 2091862 2046004 154477 -171264 6023892 5821676 221171 200579 5802721 5621097 X THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. false false 1333224 1333224 UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2015-2016, INVESTMENTS WERE MADE TO FUND 19 PROGRAMS AT 15 DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDA UNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRAL SERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 17,000 CALLS FOR ASSISTANCE. WE ALSO CONTINUE TO PARTNER WITH THE EARLY LEARNING COALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THAT THEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED FOUR YEARS OF OUR EARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED 200 VOLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 2,283 TAX RETURNS AND BROUGHT OVER 982,000 BACK TO MARION COUNTY IN EARNED INCOME TAX CREDITS. 311516 THERE ARE COSTS ASSOCIATED WITH EDUCATING UNITED WAY'S DONORS AND THE COMMUNITY ABOUT HUMAN SERVICE NEEDS AND THE WORK BEING ACCOMPLISHED BY UNITED WAY SUPPORTED AGENCIES ADDRESSING THOSE NEEDS. COSTS CHARGED TO THIS FUNCTION ARE THOSE NOT DIRECTLY ASSOCIATED WITH ANY SOLICITATION OF A CONTRIBUTION. 1644740 true true false false false false false false false true true false false false true false true false false false false false false false true false false true false false false false false false false true true true true false false false false false false false false true 9 0 true 14 true false false false false false true true false false false false false false false false false X 27 27 true false false false false false false true true false false true true true true true true true true false FL X X SCOT QUINTEL 3527329696 1401 NE SECOND STREET OCALA FL 34470 BOB MOORE TREASURER 2.00 X 0 0 0 RANDY EWERS BOARD MEMBER 1.00 X 0 0 0 PHIL SCHUCK BOARD MEMBER 1.00 X 0 0 0 CHRIS BLAIR BOARD MEMBER 1.00 X 0 0 0 STEVEN LEE BOARD MEMBER 1.00 X 0 0 0 GREG GRAHAM BOARD MEMBER 1.00 X 0 0 0 DAVID BRADY VC COMMUNITY 2.00 X 0 0 0 JOHN ZOBLER VC ELECT-CAM 2.00 X 0 0 0 IRE BETHEA BOARD MEMBER 1.00 X 0 0 0 DR JAMES HENNINGSEN BOARD MEMBER 1.00 X 0 0 0 BILL D'AIUTO BOARD MEMBER 1.00 X 0 0 0 PAT MOSES BOARD MEMBER 1.00 X 0 0 0 GEORGE TOMYN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GREINER BOARD CHAIR- 2.00 X 0 0 0 DR NATHAN GROSSMAN BOARD MEMBER 1.00 X 0 0 0 JACK HILLESLAND BOARD CHAIR 1.00 X 0 0 0 DIRK LEEWARD BOARD MEMBER 1.00 X 0 0 0 LOLA GONZALEZ BOARD MEMBER 1.00 X 0 0 0 JIM ALSOBROOK BOARD MEMBER 1.00 X 0 0 0 KATHY JUDKINS BOARD MEMBER 1.00 X 0 0 0 ANGIE UMPLEBY BOARD MEMBER 1.00 X 0 0 0 DON UMPLEBY VC STRATEGIC 2.00 X 0 0 0 SUSAN P LEITGEB SECRETARY 1.00 X 0 0 0 RANDY MCVAY VC ADMIN DIV 2.00 X 0 0 0 RON CRAWFORD BOARD MEMBER 1.00 X 0 0 0 BRITTNEY MARTHALLER VC PR & MARK 2.00 X 0 0 0 BRAD ROGERS VC ANNUAL CA 2.00 X 0 0 0 SCOT QUINTEL PRESIDENT 40.00 X 71023 0 1908 NATALIYA DOVE VP OF FINANC 40.00 X 45867 0 917 116890 2825 false false false 1905197 25239 1905197 74992 74992 2214443 36877 2385376 -170933 36877 -134056 -170933 36877 57356 57175 181 181 MISC RECEIPTS AND REFUNDS 28426 28426 28426 1874740 -142507 112050 1333224 1333224 129217 48115 39741 41361 248062 137886 61019 49157 6123 3400 1585 1138 34516 14695 11563 8258 32226 13660 12077 6489 20750 20750 26048 26048 71724 19490 16977 35257 25939 11023 6887 8029 34648 14653 10511 9484 4950 2880 756 1314 32348 26971 2233 3144 23304 9720 7215 6369 15696 6535 4851 4310 3179 1753 278 1148 AWARDS 1899 25 372 1502 MEMBERSHIP 1542 564 344 634 MISCELLANEOUS 609 146 366 97 2046004 1644740 223573 177691 200 200 1667184 1379071 592139 594301 20113 18411 743632 386907 365886 356725 3377241 3471118 1129 1850 6023892 5821676 30771 36264 6129 27507 184271 136808 221171 200579 X 3621829 3399595 768808 816290 1412084 1405212 5802721 5621097 6023892 5821676 -171264 -5208 -5152 X false true true false X 2396601 2067497 2032413 1807120 1905197 10208828 2396601 2067497 2032413 1807120 1905197 10208828 10208828 117779 97640 73852 84023 74992 448286 43920 41477 32038 32164 57356 206955 10864069 28426 0.93970 0.94180 X PART II, LINE 10 OTHER INCOME-SPONSORSHIPS & 149,599 NON CAMPAIGN ADMINISTRATIVE FEES 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3437420 6048 -75218 188712 25844 3153694 3606532 6242 33106 182701 25759 3437420 3325797 5855 476365 176121 25364 3606532 3247354 10354 259275 166429 24757 3325797 3209619 226190 -18917 148399 21139 3247354 0.43460 0.56540 false false 68000 68000 477861 222295 255566 197771 164612 33159 356725 DONOR CHOICE CONTRIBUTIONS PAYABLE 136808 136808 1673969 -5208 -6872 -12080 1686049 188691 188691 1874740 1855593 1855593 190411 190411 2046004 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -6,872 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 188,691 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR CHOICE ALLOCATIONS PAID 190,411 SPECIAL EVENTS 57356 57356 13662 43513 57356 57356 13662 43513 57175 181 true ARC- MARION INC 2800 SE MARICAMP ROAD OCALA FL 34471 592217524 3 41986 SALARIES BOYS & GIRLS CLUB OF MARION COUNTY 800 SW 12 STREET OCALA FL 34471 591172127 3 115633 GENERAL SUPPORT BROTHER'S KEEPERDIOCESE OF ORLANDO 5 SE 17TH STREET OCALA FL 34471 591404508 3 20764 UTILITIES COMMUNITY LEGAL SERVICES OF MID-FL 1610 SE 36TH AVENUE OCALA FL 34471 591156260 3 25045 SALARIES COMMUNITY OF GRATITUDE PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 14085 FOOD & GENERAL SUPP. EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 140658 MATCH, SUCCESS BY 6 FIFTH CIRCUIT PUBLIC GUARDIAN CORP 500 NE 8TH AVENUE OCALA FL 34470 593706138 3 30154 SALARY HEART OF FLORIDA HEALTH CENTER 1025 SW 1ST AVENUE OCALA FL 34471 590808854 3 85014 DENTAL SALARY & SUPP HEART OF FLORIDA UNITED WAY2-1-1 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 3 93481 INFORMATION & REFER INTERFAITH EMERGENCY SERVICES PO BOX 992 OCALA FL 34478 592349840 3 13214 GENERAL SUPPORT KIMBERLY'S CENTER FOR CHILD PROTECT 2800 NE 14 STREET OCALA FL 34470 593575631 3 59087 GENERAL SUPPORT MARION COUNTY FAMILY YMCA 3200 SE 17 STREET OCALA FL 34471 590624430 3 7377 GENERAL SUPPORT MARION COUNTY LITERACY COUNCIL 110 E SILVER SPRINGS BLVD OCALA FL 34476 600000676 3 51547 GENERAL SUPPORT MARION SENIOR SERVICES 1644 NE 22 AVENUE OCALA FL 34470 237362750 3 100153 GENERAL SUPPORT PACE CENTER FOR GIRLS 328 NE 1ST AVENUE OCALA FL 34470 592414492 3 39719 SALARIES ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 10288 UTILITIES ST VINCENT DE PAUL SOCIETY 7801 SE US HIGHWAY 42 SUMMERFIELD FL 34491 592948683 3 10288 UTILITIES THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 90766 FOOD, UTIL., SALARY THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 10096 UTILITIES UNITED WAY OF LAKE & SUMTER COUNTIE 320 WEST OAK TERRACE DRIVE LEESBURG FL 34748 591143758 3 5879 GENERAL SUPPORT SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 20528 SHELTER ARNETTE HOUSE 2310 NE 24TH STREET OCALA FL 34470 592119445 3 27083 FAMILY COUNSELING CHILDHOOD DEVELOPMENT SERVICES 1601 NE 25TH AVE SUITE 900 OCALA FL 34470 591262700 3 83519 HEADSTART PROGRAM CHILDREN'S HOME SOCIETY 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 590192430 3 10292 HEALTHY FAMILIES CREATIVE SERVICES PO BOX 2193 OCALA FL 34478 591876422 3 153134 SHELTER DUNNELLON FOOD-4-KIDS 21899 SW 82ND STREET DUNNELLON FL 34431 260461575 3 5115 BACKPACK PROGRAM ANNIE JOHNSON SENIOR SERVICE CENTER PO BOX 1951 DUNNELLON FL 34430 592757655 3 10096 UTILITIES CHURCH OF HOPE 3233 SE MARICAMP ROAD 107 OCALA FL 34471 263794075 3 6500 GENERAL SUPPORT GATEWAY TO HOPE MINISTRIES PO BOX 37 SILVER SPRINGS FL 34489 273289344 3 15000 GENERAL SUPPORT HOSPICE OF MARION COUNTY 3231 SW 34TH AVENUE OCALA FL 34474 592214796 3 6378 GENERAL SUPPORT 29 SCHEDULE I, PAGE 4, PART IV STAFF AND VOLUNTEERS MEET FREQUENTLY AND REVIEW QUARTERLY AND ANNUAL FINANCIAL STATEMENTS. ANY FAILURE TO REPORT OR QUESTIONABLE REPORTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE BOARD WHICH BOTH MEET ON A MONTHLY BASIS. VARIOUS BOARD MEMBERS BOARD MEMBER WORK TOGETHER false X 3 25239 CURRENT TRADING VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B USED A BROKER TO SELL SECURITIES DONATED FORM 990 - ORGANIZATION'S MISSION THE MISSION STATEMENT IS "UNITING LOCAL RESOURCES TO HELP OUR NEIGHBORS". UNITED WAY OF MARION COUNTY IS FOCUSED ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS OF LIFE. UNITED WAY WILL ACHIEVE THE GOALS, STRATEGIES AND OBJECTIVES SET FOR THE THREE FOCUS AREAS BY ENGAGING THE COMMUNITY TO GIVE, ADVOCATE AND VOLUNTEER. FORM 990, PAGE 2, PART III, LINE 4A FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 2,283 TAX RETURNS AND BROUGHT OVER 982,000 BACK TO MARION COUNTY IN EARNED INCOME TAX CREDITS. FORM 990, PAGE 6, PART VI, LINE 2 PUBLIX ROBERTS REAL ESTATE VC STRA. PL. BOARD MEMBER SPOUSE OCALA HEALTH OCALA HEALTH VC ADMIN VC PR WORK AT THE SAME COMPANY OCALA STAR BANNER OCALA STAR BANNER SECRETARY VC CAMPAIGN WORK AT THE SAME COMPANY FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, THEN THE EXECUTIVE COMMITTEE AND FINALLY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 12C THERE IS NOT A FORMAL PROCEDURE. FORM 990, PAGE 6, PART VI, LINE 15A OUR CEO IS GIVEN GOALS FOR THE YEAR AND AT THE END OF THE YEAR LISTS HIS/HER ACCOMPLISHMENTS. THE EXECUTIVE COMMITTEE COMPRISED OF BOARD MEMBERS REVIEWS THESE DOCUMENTS, IF NECESSARY, UPDATES THE SALARY RANGE WITH COMPARABLE SALARIES FOR THE REGION AND METRO SIZE, AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE SALARY INCREASE FALLS WITHIN THE RANGE THAT HAS BEEN APPROVED FOR THE UPCOMING BUDGET. ANY BONUS THAT IS EARNED IS RECOMMENDED BY THE FINANCE COMMITTEE AND PASSES THRU THE SAME COMMITTEE APPROVAL AND MUST FALL WITHIN THE BUDGET GUIDELINES. FORM 990, PAGE 6, PART VI, LINE 15B THE FINANCE COMMITTEE ANNUALLY REVIEWS THE SALARY RANGES AND SETS THE STANDARD SALARY INCREASE FOR THE YEAR. THIS FOLLOWS WITH APPROVAL BY THE FINANCE COMMITTEE AND/OR THE EXECUTIVE COMMITTEE AND THE BOARD AS PART OF THE OPERATING BUDGET FOR THE YEAR. INDIVIDUALS DO SELF EVALUATIONS, THE CEO AND VICE PRESIDENTS DO EVALUATIONS, AND THE SALARY INCREASE IS DETERMINED BY THE CEO WITHIN THE RANGE ESTABLISHED BY THE FINANCE COMMITTEE AND ALLOWED BY THE BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -6,872 DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN -188,691 DONOR CHOICE ALLOCATIONS PAID 190,411 TOTAL -5,152