2016-10-30T16:27:15-07:00 2016-06-30 990 2015-07-01 591099774 UNITED WAY OF VOLUSIA-FLAGLER COUNTIES INC UNIT 3862530563 3747 W International Speedway Blvd Daytona Beach FL 32124 Dennis Burns President 3862530563 2016-10-31 2015 2017-02-10 21:41:12Z Dennis Burns 3747 W International Speedway Blvd Daytona Beach FL 32124 5041523 0 X www.unitedway-vfc.org X 1977 FL To increase the organized capacity of this community to care for its people. Through our initiatives and Partner Agencies we continue to bring nutritious food to those in need, keep at-risk youth engaged in education programs, help individuals and families achieve financial stability, and ensure the viability of human service nonprofits. 43 43 24 1714 0 0 3116906 2849580 96764 83871 519363 425955 0 0 3733033 3359406 1735525 1697665 0 0 803321 928528 0 0 623895 608295 667958 3147141 3294151 585892 65255 9262483 8978094 1801701 2026925 7460782 6951169 To Increase the organized capacity of our community to care for its people 0 0 1697665 0 Community Distributions - 1) $1,385,000 in funding was made to 30 local partner agencies to benefit the community in the areas of education, income and health. 2) $157,700 was distributed to multiple non-profit agencies providing a vast array of social services in the community. 3) Through focused distributions of $60,800 the Women's Initiative strived to improve the quality of life for women and children in Volusia and Flagler counties. 4) Approximately $20,000 was distributed to help families pay utility bills through the Duke Energy Neighborhood Fund. 5) United Way provides fiscal sponsor services for several community service programs. Each of the programs has a steering committee of several community residents who provide all the support for fundraising and fund distribution decisions. This year the programs provided $124,000 to the community. 332172 0 164067 Community Investments - 1) United Way's Public Policy Committee strives to affect public policy for the common good of the community. The committee's goal is to educate businesses, community leaders, and policymakers regarding the strengths of our local providers, as well as, the gaps in service provision. 2) UWVF administers the federal Emergency Food and Shelter Program for Volusia and Flagler Counties. During this fiscal year the United Way was able to administer Phase 32 funding to supplement and expand the ongoing work of local social service organizations, both non-profit and governmental, to provide shelter, food and supportive services to individuals and families who have economic emergencies. 3) FamilyWize Prescription Drug Cards - offers free prescription discount cards to those in our community who do not have health insurance, or need medicine not covered by their insurance plan. During this fiscal year Volusia and Flagler County residents used the FamilyWize prescription discount cards saving a total of approximately $1,340,288. 4) The Campaign For Working Families (CFWF) continued to provide free tax preparation at fourteen Volunteer Income Tax Assistance (VITA) sites in Volusia and Flagler Counties. With 140 dedicated volunteers and approximately 5,415 hours of donated time, they were able to provide: 3,229 Tax Returns filed; $3,378,915 in Tax Refunds; and $1,607,267 in EITC and Child Tax Credit Refunds. 351117 0 213214 1) United Way's 2-1-1/First Call For Help is an easy to remember number that anyone can call to get directed to the social service providers who may be able to assist them. The Information and Referral staff is certified by the national Alliance of Information and Referral Systems. Last year 21,228 referrals were made through the 211 call center and 211Live.org website. 211 acts as hotline number for multiple community programs including: FDOH Diabetes Education Resource Center; FDOA Summer BreakSpot; VITA Tax Prep Scheduling and Help Me Grow Florida. 211 was in its second year of Help Me Grow Florida program which provides families with: FREE developmental screening for all children 0 to 8 years of age without waitlists or income limits; Activities that support healthy growing and learning; Community resources, from parenting classes to food pantries and Referrals for evaluation and early intervention services. 2) Several Direct Service Community Programs are supported by the Organization. The largest program provides funding to improve policing skills, leadership, and crime reduction through training programs and the acquisition and use of high technology. 140903 0 50828 United Way's Volunteer Center strives to promote and nurture volunteerism through the recruitment, development, placement, and recognition of individuals and groups who Live United through volunteerism. This year the Volunteer Center connected approximately 1,714 local volunteers who served more than 21,497 hours at a value of more than $506,476 to our community when calculated at the national average of $23.56 per hour. Additionally, the Volunteer Center received Year 4 Reading Pals for $46,489, which was used to recruit, train, implement, and do follow up evaluations for volunteers to go to 10 different schools and read to 182 children from Pre-K to third grade. Students receiving the mentoring and tutoring had improved test scores in the areas of literacy and phonological awareness which demonstrated that the Reading Pals had a tremendous impact on building on teachers' instructions and improve literacy rates. 140903 0 50828 2521857 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X John Holcomb 3862751934 3747 W International Speedway Blvd Daytona Beach FL 32124 Ali Karger Director 0.3 0 X 0 0 0 Aubrey Long Director 0.3 0 X 0 0 0 Betty Goodman Director 0.3 0 X 0 0 0 Bob Davis Director 0.3 0 X 0 0 0 Bobbie King Director 0.3 0 X 0 0 0 Brooks Matthews Director 0.3 0 X 0 0 0 Bruce Page Director 0.3 0 X 0 0 0 Bud Ritchey Director 0.3 0 X 0 0 0 Christie McGee Director 0.3 0 X 0 0 0 DJ Lebo Director 0.3 0 X 0 0 0 Don Needham Director 0.3 0 X 0 0 0 Dona Butler Director 0.3 0 X 0 0 0 Donna Murry Director 0.3 0 X 0 0 0 Elan Kaney Director 0.3 0 X 0 0 0 Erum Kistemaker Director 0.3 0 X 0 0 0 James Manfre Director 0.3 0 X 0 0 0 Jamie Brown Director 0.3 0 X 0 0 0 Jeff Blass Director 0.3 0 X 0 0 0 Jessica Scott Director 0.3 0 X 0 0 0 Jill Piazza Director 0.3 0 X 0 0 0 Jim Cameron Director 0.3 0 X 0 0 0 John Guthrie Director 0.3 0 X X 0 0 0 Joyce Shanahan Director 0.3 0 X 0 0 0 Kathy Milthorpe Director 0.3 0 X 0 0 0 Ken Mattison Director 0.3 0 X 0 0 0 Kim Rogers Director 0.3 0 X 0 0 0 Larry Volenec Director 0.3 0 X 0 0 0 Lindsey Preston Director 0.3 0 X 0 0 0 Lori Campbell Baker Director 0.3 0 X 0 0 0 Maurie Johnson Director 0.3 0 X 0 0 0 Michael Olivari Director 0.3 0 X 0 0 0 Mike Coffin Director 0.3 0 X 0 0 0 Naomi D'Antonio Director 0.3 0 X 0 0 0 Rene Adams Director 0.3 0 X 0 0 0 Rob Grossman Director 0.3 0 X 0 0 0 Robin King Director 0.3 0 X 0 0 0 Ron Nowviskie Director 0.3 0 X 0 0 0 Sam Willett Director 0.3 0 X 0 0 0 Sarah Bates Director 0.3 0 X 0 0 0 Troy McNichols Director 0.3 0 X 0 0 0 John Walsh Board Chair 0.3 0 X X 0 0 0 Lori Catron Immediate Past Chair 0.3 0 X X 0 0 0 James Halleran Treasurer 0.3 0 X X 0 0 0 Ray Salazar Secretary and Office President 40 0 X 83922 0 5875 John Holcomb Office Director of Administration 36 0 X 58059 0 11186 141981 0 17061 0 0 0 0 0 0 0 129932 0 169242 2550406 0 2849580 Program Revenues 561000 77932 77932 0 0 Designation Admin Revenues 561000 5939 5939 0 0 0 0 0 0 83871 312120 312120 0 0 0 0 0 0 0 0 0 0 0 0 1538711 3795 1424631 4040 114080 -245 113835 113835 0 0 253446 129932 253446 0 0 0 0 3359406 509826 0 0 1697165 1697165 500 500 0 0 0 0 128758 40068 44449 44241 0 0 0 0 610521 315559 29124 265838 31018 13640 1666 15712 106967 54088 9987 42892 51264 24443 4577 22244 0 0 0 0 4193 0 1484 2709 18850 0 16250 2600 0 0 0 0 0 0 51429 0 0 51429 0 0 0 0 6113 6113 0 0 25716 16515 2714 6487 24710 12194 4363 8153 0 0 0 0 49107 24542 4414 20151 28996 13905 2137 12954 0 0 0 0 17568 7486 3240 6842 0 0 0 0 32007 15760 3375 12872 29214 13545 2949 12720 1743 867 188 688 Professional Fees 155752 100610 8954 46188 Printing and Publications 37466 16880 1587 18999 Equipment Service Contracts 15674 9253 1516 4905 Program Expense 133813 133813 0 0 35607 4911 5425 25271 3294151 2521857 148399 623895 X 84980 275 899774 981430 735839 794446 42096 9092 0 0 0 0 0 0 0 0 23402 34929 647475 414857 250229 232618 6990510 6682717 0 0 0 235653 242587 9262483 8978094 175958 397531 1427486 1445263 94242 52783 0 0 0 0 0 0 0 0 0 0 104015 131348 1801701 2026925 X 5924002 5469432 900572 845529 636208 636208 7460782 6951169 9262483 8978094 X 65255 -576662 0 0 0 1794 X 0 1 X 1 0 X 2857012 2629031 2583803 3116906 2849580 14036332 2857012 2629031 2583803 3116906 2849580 14036332 14036332 115165 131973 178710 323159 312120 1061127 15097459 0.92971 0.94205 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8 0 199886 0 222811 0 805437 1 1 5945586 0 -440817 0 0 0 5504769 636208 5309378 0 0 0 0 5945586 636208 0 0 0 0 0 636208 636208 0 0 0 0 0 636208 636208 0 0 0 0 0 636208 0.88 0.12 0 0 0 0 92056 92056 0 401591 287975 113616 0 0 0 0 0 153828 126882 26946 0 0 0 0 232618 0 Annuity Obligations 91110 Pooled Income Fund 40238 131348 X 2760123 -576662 10620 0 6463 -559579 3319702 0 39704 39704 3359406 3269736 10620 0 0 0 10620 3259116 0 35035 35035 3294151 Schedule D, Part V, Line 4 Income from permanently restricted endowments is used to support specific programs and agencies per donor's requests. The Board Designated endowment is managed by the Community Foundation, a division of the organization. The growth and income of that fund (the EDGE Fund) will be used to offset fundraising and administrative expenses of the organization to ensure that for all future donations, Every Dollar Gets Empowered. Schedule D, Part X, Line 2 The Organization follows accounting standards relating to accounting for uncertainty in income taxes. The Organization assessed whether there were any uncertain tax positions which may give rise to income tax liabilities and determined that there were no such matters requiring recognition in the accompanying financial statements. Schedule D, Part XI, Line 2d Change in Value of Pooled Income Fund ($1,384), Change in Cash Surrender Value of Life Insurance Policies $7,847. Schedule D, Part XI, Line 4b Donor Designations $158,549, Change In Value of Gift Annuities $4,669, Fundraising Expenses Netted from Revenues ($123,514) Schedule D, Part XII, Line 4b Donor Designations $158,549, Fundraising Expenses Netted from Revenues ($123,514) Womens Initiative 83851 56973 26878 0 4019 0 21318 312 1230 HMD Dinner 53234 16834 36400 0 1256 0 19479 600 15064 4 116362 56125 60237 0 10213 4948 31274 1800 12002 253447 129932 123515 0 15488 4948 72071 2712 28296 123515 0 1 American Red Cross 431 White Street Daytona Beach FL 32114 590637809 501(c)3 66327 Partner Agency ARC Volusia 100 Jimmy Huger Circle Daytona Beach FL 32117 591035137 501(c)3 73164 Partner Agency Boys and Girls Clubs of Volusia County 101 North Woodland Blvd Suite 400 DeLand FL 32720 593158162 501(c)3 55896 Partner Agency Boys Scouts Central Florida Division 1951 South Orange Blossom Trail Suite 102 Apopka FL 32703 590624376 501(c)3 36566 Partner Agency Catholic Charities Inc 207 White Street Daytona Beach FL 32114 591214353 501(c)3 27556 Partner Agency Center for Visually Impaired 1187 Dunn Avenue Daytona Beach FL 32114 592938258 501(c)3 20380 Partner Agency Children's Home Society 2400 South Ridgewood Avenue Suite 32 Daytona Beach FL 32119 590192430 501(c)3 48885 Partner Agency Clearpoint Financial Services 3670 Maguire Boulevard Suite 103 Orlando FL 32803 590942924 501(c)3 11808 Partner Agency Community Legal Services 128 Orange Avenue Suite 300 Daytona Beach FL 32114 591156260 501(c)3 9429 Partner Agency Council on Aging of Volusia County 160 North Beach Street Daytona Beach FL 32115 591160221 501(c)3 62464 Partner Agency Domestic Abuse Council PO Box 142 Daytona Beach FL 32115 591881222 501(c)3 31038 Partner Agency Easter Seals of Volusia and Flagler Counties 1219 Dunn Avenue Daytona Beach FL 32114 590722785 501(c)3 36156 Partner Agency Family Life Center PO Box 2058 Bunnell FL 32110 592832976 501(c)3 42157 Partner Agency Family Renew 810 Ridgewood Avenue Holly Hill FL 32117 592971766 501(c)3 33997 Partner Agency Flagler County Education Foundation 1769 East Moody Blvd Bldg 2 Bunnell FL 32110 593006312 501(c)3 12714 Grants Florida Hopital Flagler Foundation 60 Memorial Medical Parkway Palm Coast FL 32164 592219301 501(c)3 9814 Grants Food Brings Hope 2379 Beville Rd Daytona Beach FL 32119 455480270 501(c)3 10000 Grants Girls Scouts of Citrus Council 341 North Mills Avenue Orlando FL 32803 590696293 501(c)3 26412 Partner Agency Halifax Health Foundation PO Box 2830 Daytona Beach FL 32120 592893051 501(c)3 10407 Grants Halifax Urban Ministries PO Box 6053 Daytona Beach FL 32122 592093922 501(c)3 102494 Partner Agency House Next Door 804 North Woodland Boulevard DeLand FL 32720 591675284 501(c)3 100452 Partner Agency Neighborhood Center of West Volusia 434 South Woodland Boulevard DeLand FL 32720 591292577 501(c)3 94239 Partner Agency PAAIA 1614 20th Street NW Washington DC 20009 260551523 501(c)3 11000 Grants Pace Center for Girls 208 Central Avenue Ormond Beach FL 32174 592414492 501(c)3 11459 Partner Agency Salvation Army 121 West Plymouth Avenue DeLand FL 32721 590631403 501(c)3 63863 Partner Agency Second Harvest Food Bank 2008 Brengle Avenue Orlando FL 32808 592142315 501(c)3 41881 Partner Agency St Elizabeth Ann Seton Catholic Church 4600 Belle Terre Parkway Palm Coast FL 32164 591839035 501(c)3 6500 St Gerard House 1405 US 1 South St Augustine FL 32084 592483955 501(c)3 5396 Partner Agency Stewart Marchman ACT 1220 Willis Avenue Daytona Beach FL 32114 590976866 501(c)3 132458 Partner Agency The Early Learning Coalition 230 North Beach Street Daytona Beach FL 32114 593646549 501(c)3 94422 Partner Agency Volusia Flagler Family YMCA 761 E International Speedway Blvd DeLand FL 32724 593284968 501(c)3 137709 Partner Agency Volusia Literacy Council 900 South Ridgewood Avenue Daytona Beach FL 32114 592609500 501(c)3 34704 Partner Agency Volusia Volunteers in Medicine 113 Lockhart Street Daytona Beach FL 32114 471005976 501(c)3 10407 Grants Work Orientation Rehabiltation Center 1100 Jimmy Ann Drive Daytona Beach FL 32117 237026771 501(c)3 70128 Partner Agency World Affairs Councils on America 1200 18th Steet Ste 902 Washington DC 20036 521514424 501(c)3 11000 Grants 35 0 Schedule I, Part I, Line 2 United Way of Volusia-Flagler Counties Inc. has a Director of Community Investments who is assigned to provide oversight for all grants. The director reviews annual program reports and applications from the agencies to ensure they meet United Way guidelines. Grants are up for competitive review each year. The review of the grant applications by a 60 member volunteer review staff includes visits to the applicant's place of business and an interview with the chief operating officer and chief financial officer of each agency. Form 990, Part VI, Section B, Line 11b A preliminary 990 is prepared by the Chief Financial Staff person of the organization. It is then sent to an independent outside accounting firm for review. It is then sent electronically to a 7 member Finance Committee/Audit Review Board. After the review, the Finance Committee meets to discuss the audit and 990, and vote on approval. If approved, the audit and 990 are sent electronically to the each member of the Board of Directors. After the review, the Board of Directors meet to discuss the audit and the 990 and vote on approval. When approved, the 990 is sent to the IRS, and the audit and 990 are posted to the organizations website. Form 990, Part VI, Section B, Line 12c On an annual basis every Board Member receives a letter from the organization stating the conflict of interest policy. Attached to the memo is a schedule of member agencies who will receive monthly allocations from the organization. Each Board member must sign, date, and return the memo indicating that he/she agrees to the policy and if he/she has any affiliation with any of the member agencies receiving allocations. If a Board Member does have an affiliation with one of the agencies, it is documented and he/she is not allowed to vote on any Board motions regarding that agency. Form 990, Part VI, Section B, Line 15 The annual compensation of the CEO is reviewed and approved by the Executive Committee and approved by the Chairman of the Board. The annual compensation of all employees is reviewed and approved by the CEO. Baseline comparisons are obtained from United Way Worldwide for all management positions. Form 990, Part VI, Section C, Line 19 The Income Tax Return Form 990 and the Annual Audit is available on the organizations website. All other public documents are available on request Form 990, Part X, Line 27 The Organization's Board of Directors has designated the Unrestricted Net Assets as follows: a) Designated for the Community Foundation $4,868,561 b) Designated for Woman's Affinity Group $28,982 c) Undesignated $571,889 Form 990, Part XI, Line 9 Change in Cash Surrender Value of Life Ins. Policies $7,847, Change In Value of Gift Annuities ($4,669), Change In Value of Pooled Income Fund ($1,384)