2016-05-12T15:32:38-05:00 2015-06-30 Thomas Howell Ferguson PA 2615 Centennial Blvd Suite 200 Tallahassee FL 32308 990 2014-07-01 596011150 United Way of the Big Bend Inc % IRVIN CHIKOTI UNIT 8504140844 307 east seventh avenue tallahassee FL 323035520 KATRINA ROLLE PRESIDENT/CEO 8504140844 2016-05-12 true Stacey T Kolka P01371120 8506688100 2014 2016-08-17 19:52:53Z Katrina Rolle 307 east seventh avenue tallahassee FL 32303 5648881 false X www.uwbb.org X 1943 FL UNITED WAY LEADS A COLLECTIVE ACTION TO CREATE A COMMUNITY OF HEALTHY BABIES, SUCCESSFUL STUDENTS, RESPONSIBLE ADULTS, AND ACTIVE SENIORS. 34 34 22 1533 0 4429508 4503252 5000 10000 167297 127168 92454 67969 4694259 4708389 3157876 2862554 0 0 999251 1166039 0 0 400828 503655 570631 4660782 4599224 33477 109165 4954396 4598913 4205731 3880712 748665 718201 X To unite the support of our citizens to make a stronger, safer, healthier community. true false 2688216 2688216 2688216 Funds for the agency programs come from the contributions of United Way of the Big Bend (UWBB) supporters through THE annual fundraising campaign. The Community Campaign AND Leon County Schools Campaign solicit monetary support from the corresponding constituents. uwbb SUPPORTED 202 PROGRAMS WHICH TRANSLATED INTO 410,000 SERVICE ENCOUNTERS in Franklin, Gadsden, Jefferson, Leon, Liberty, Madison, Taylor and Wakulla counties. THE Allocation of funds is based on the decision of the Community Investment Team, COMPRISED OF UP TO 110 volunteers knowledgeable about the community's needs. A panel of volunteers reviews each agency's finances, programs, facilities, and long-range plan within the broad framework of community needs. After thorough analysis, these volunteers recommend how THE FUNDS ARE ALLOCATED TO EACH AGENCY PROGRAM. 90099 90099 The ReadingPals Initiative focuses on early literacy intervention and reading readiness. Caring adults are matched one-to-one with a student who has been identified as a struggling reader. Using a developed curriculum, each ReadingPal commits one hour a week for the entire school year to read to the same child and work on literacy skills. Each student takes home a brand new book every week. For the 2014-15 school year, 250 ReadingPals volunteers were trained and deployed in 13 schools in Leon & Gadsden Counties and read to 238 students. Of the 238 students, 112 students were both pre-and post- tested. In the areas of both letter naming fluency and reading curriculum-based measurement, the ReadingPals students outperformed the overall district in growth percentages. Specifically, for the Reading curriculum-based measurement test, the ReadingPals students increased their scores on average of three times the rate of their peers who did not receive the additional intervention. Approximately 5,400 books were distributed as part of the ReadingPals Initiative. Students participating in the ReadingPals program increased reading scores on average at three times the rate of their peers that did not receive assistance. 61883 The Volunteer Income Tax Assistance (VITA) effort (part of our financial stability effort titled Believe, Earn, Save, Thrive - B.E.S.T.) offers free tax preparation by IRS-certified volunteers. This fast and free service helps Big Bend residents avoid predatory income tax preparers and costly refund anticipation loans. In the 2015 tax season, VITA prepared free tax returns for 3,913 residents saving them more than $821,730 in tax preparation fees, enabling families to claim $1,052,600 in Earned Income Tax Credits, and bringing more than $4,700,300 million in tax refunds back into the community. 947904 3788102 true true false false false false false false false true true false false false false true true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true X 39 0 22 true false false false false false true true false false false false X 34 34 false false false false false false false true true false false true true true true true true true false false X X IRVIN CHIKOTI 8504140844 307 E 7TH AVENUE tallahassee FL 32303 Dean Jerger Member at Large 0.5 0.0 X 0 0 0 Emory Mayfield chair-elect 1.0 0.0 X X 0 0 0 Jeanette Wilk Yaeger COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 Karen Wendland Member at Large 0.5 0.0 X 0 0 0 Mark O'Bryant PAST CHAIRQ 1.0 0.0 X X 0 0 0 Nancy Van Vessem Member at Large 0.5 0.0 X 0 0 0 Tom Pennekamp COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 Vince Long SECRETARY 1.0 0.0 X X 0 0 0 Ron Sachs chair 1.0 0.0 X X 0 0 0 John C Thomas Treasurer 1.0 0.0 X X 0 0 0 Dr AJ Brickler Member at large 1.0 0.0 X 0 0 0 Berneice Cox COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 Chase McNeill member at large 0.5 0.0 X 0 0 0 Sam Rogers treasurer-elect 1.0 0.0 X X 0 0 0 Dr Garnett Stokes Member at Large 0.5 0.0 X 0 0 0 Dr Barbara Wills Member at large 0.5 0.0 X 0 0 0 BROOKE HALLOCK MEMBER AT LARGE 0.5 0.0 X 0 0 0 DR JIM MURDAUGH MEMBER AT LARGE 0.5 0.0 X 0 0 0 FRED BAGGETT MEMBER AT LARGE 0.5 0.0 X 0 0 0 JOHN PADGETT MEMBER AT LARGE 0.5 0.0 X 0 0 0 JULIE MORENO MEMBER AT LARGE 0.5 0.0 X 0 0 0 KATRINA ROLLE Member at Large 0.5 0.0 X 0 0 0 LILA JABER MEMBER AT LARGE 0.5 0.0 X 0 0 0 PETER BOULWARE MEMBER AT LARGE 0.5 0.0 X 0 0 0 VIRGINIA GLASS CAMPAIGN CHAIR 1.0 0.0 X X 0 0 0 Beth Corum Campaign Chair 1.0 0.0 X X 0 0 0 David Wilkins Member at large 0.5 0.0 X 0 0 0 Deanna Samaha Member at large 0.5 0.0 X 0 0 0 Dr Audra Pittman Member at large 0.5 0.0 X 0 0 0 Dr Fran Close Member at large 0.5 0.0 X 0 0 0 Josh DeSha Member at large (non-voting) 0.5 0.0 X 0 0 0 Keith Gilbert Member at large 0.5 0.0 X 0 0 0 Marta Arrington Member at large (non-voting) 0.5 0.0 X 0 0 0 Matt Guse Early Member at Large (non-voting) 0.5 0.0 X 0 0 0 Meg Baldwin Member at large (non-voting) 0.5 0.0 X 0 0 0 Pam Wilson Member at large (Non-voting) 0.5 0.0 X 0 0 0 Reverend Dr Julius McAllister Jr Member at large 0.5 0.0 X 0 0 0 Steve Evans Member at large 0.5 0.0 X 0 0 0 Tanya Wilkins Member at large (Non-voting) 0.5 0.0 X 0 0 0 Tracey Cohen Member at large 0.5 0.0 X 0 0 0 heather mitchell executive director/president 40.0 0.0 X 114408 0 10297 IRVIN CHIKOTI VICE PRESIDENT OF OPERATIONS 40.0 0.0 X 59743 0 5377 Susan Dunlap VP Collective Impact 40.0 0.0 X 63247 0 5692 Sarah Deeb VP Major Gifts/Ldrship giving 40.0 0.0 X 59875 0 5389 Karen Frazee VP Workplace Inv. 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All endowment funds are classified in accordance with donor stipulations. The overall objectives of the endowment fund are production of sufficient income to meet the goals of the account and to provide for growth of assets to meet future objectives. Part X, Line 2 With few exceptions, UWBB is no longer subject to examinations by major tax jurisdictions for years ended June 30, 2011 & prior. part xi, line 4b: designated pledges $502,542 part xii, line 4b: designated pledges $502,542 FOR AUDITED FINANCIAL STATEMENT PURPOSES, WHEN A DONOR MAKES A CONTRIBUTION TO UWBB AND DESIGNATES A NAMED CHARITY AS THE BENEFICIARY, THE DONOR IS OPERATING AN AGENT TRANSACTION AND THE DONATION IS NOT CONSDIERED REVENUE TO UWBB. FOR TAX PURPOSES THESE DONOR DESIGNATED FUNDS ARE RECOGNIZED AS REVENUE AND THE SUBSEQUENT DONATION TO THE NAMED CHARITY IS RECONGIZED AS AN EXPENSE. Golf Tournament 23400 23400 6000 9000 DOWNTOWN GETDOW 155808 155808 110006 0 179208 179208 6000 119006 125006 54202 true 2-1-1 BIG BEND PO BOX 10950 TALLAHASSEE FL 323022950 510201771 501(C)(3) 21969 Human SRVC Support A LIFE RECOVERY CENTER 449 W Georgia St TALLAHASSEE FL 32301 593099155 501(C)(3) 23000 HUMAN SRVC SUPPORT ABILITY 1ST 1823 BUFORD COURT TALLAHASSEE FL 32308 592091522 501(C)(3) 39900 HUMAN SRVC SUPPORT AMERICAN RED CROSS CAPITAL AREA CHAPTER 1115 Eastern Wood Dr TALLAHASSEE FL 32311 590624360 501(C)(3) 24734 HUMAN SRVC SUPPORT AMERICA'S SECOND HARVEST OF THE BIG BEND 110 FOUR POINTS WAY TALLAHASSEE FL 32305 592610345 501(C)(3) 39819 HUMAN SRVC SUPPORT BIG BEND CARES 2201 S MONROE ST TALLAHASSEE FL 32301 592816580 501(C)(3) 95429 HUMAN SRVC SUPPORT BIG BEND HOMELESS COALITION 2729 W PENSACOLA ST TALLAHASSEE FL 32304 592898810 501(C)(3) 41169 HUMAN SRVC SUPPORT BIG BEND HOSPICE 1723 MAHAN CTR BLVD Talla FL 323085428 592328806 501(C)(3) 88077 HUMAN SRVC SUPPORT BIG BROTHERS BIG SISTERS OF THE BIG BEND 565 E TENNESSEE ST TALLAHASSEE FL 32308 592130789 501(C)(3) 127500 HUMAN SRVC SUPPORT BOY SCOUTS OF AMERICA SUWANNEE RIVER AREA COUNCIL 2032 THOMASVILLE ROAD SUITE C TALLAHASSEE FL 32308 590624370 501(C)(3) 16844 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB - TAYLOR PO BOX 1474 PERRY FL 32347 592973927 501(C)(3) 63500 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB OF THE BIG BEND 306 LAURA LEE AVENUE TALLAHASSEE FL 32301 593076558 501(C)(3) 58248 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB TABULA RASA PO BOX 251 GREENVILLE FL 32331 593076558 501(C)(3) 8829 HUMAN SRVC SUPPORT BOYS' CHOIR OF TALLAHASSEE 723 W Orange Ave TALLAHASSEE FL 32310 203478334 501(C)(3) 30000 HUMAN SRVC SUPPORT BREHON INSTITUTE FOR FAMILY SERVICES 1315 Linda Ann Drive TALLAHASSEE FL 32301 591865406 501(C)(3) 32500 HUMAN SRVC SUPPORT CAPITAL AREA COMMUNITY ACTION AGENCY 309 OFFICE PLAZA DR TALLAHASSEE FL 32301 591117362 501(C)(3) 25800 HUMAN SRVC SUPPORT CAPITAL AREA HEALTHY START COALITION 1311 PAUL RUSSELL RD SUITE A101 TALL FL 32301 593145687 501(C)(3) 15000 HUMAN SRVC SUPPORT CAPITAL CITY YOUTH SERVICES 2407 ROBERTS AVENUE TALLAHASSEE FL 32310 593184365 501(C)(3) 74400 HUMAN SRVC SUPPORT CATHOLIC CHARITIES OF NORTHWEST FLORIDA 1380 Blountstown Hwy TALLAHASSEE FL 32304 753196619 501(C)(3) 24775 HUMAN SRVC SUPPORT CHILDREN'S HOME SOCIETY OF FLORIDA 1801 MICCOSUKEE COMMONS DR TALL FL 32308 520728032 501(C)(3) 37050 HUMAN SRVC SUPPORT CONSOLIDATED CHRISTIAN MINIST OF MADISON 799-C SW PINCKNEY ST MADISON FL 32340 311630103 501(C)(3) 13375 HUMAN SRVC SUPPORT DICK HOWSER CENTER 240 MABRY TALLAHASSEE FL 32304 591553555 501(C)(3) 95500 HUMAN SRVC SUPPORT EARLY LEARNING COALITION - BIG BEND 1940 N Monroe Ave TALLAHASSEE FL 32303 593743672 501(C)(3) 56650 HUMAN SRVC SUPPORT ECHO OUTREACH MINISTRIES 702 WEST MADISON ST TALLAHASSEE FL 32304 592290628 501(C)(3) 10318 HUMAN SRVC SUPPORT ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE FL 32304 591426079 501(C)(3) 252710 HUMAN SRVC SUPPORT EPILEPSY ASSOCIATION OF THE BIG BEND 1215 LEE AVENUE TALLAHASSEE FL 32303 592935276 501(C)(3) 22000 HUMAN SRVC SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 2221 OLD BAINBRIDGE RD TALL FL 32303 440610626 501(C)(3) 7600 HUMAN SRVC SUPPORT GIRL SCOUT COUNCIL OF THE APALACHEE BEND 250 PINEWOOD DRIVE TALLAHASSEE FL 32303 521273585 501(C)(3) 7600 HUMAN SRVC SUPPORT JEFFERSON SENIOR CENTER 1155 N JEFFERSON ST MONTICELLO FL 32344 592015689 501(C)(3) 13600 HUMAN SRVC SUPPORT KIDS INCORPORATED OF THE BIG BEND 2326 CENTERVILLE ROAD TALLAHASSEE FL 32308 237411718 501(C)(3) 215000 HUMAN SRVC SUPPORT LEGAL AID FOUNDATION 2119 Delta Blvd TALLAHASSEE FL 32303 591236357 501(c)(3) 15000 HUMAN SRVC SUPPORT LEGAL SERVICES OF NORTH FLORIDA 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 510197090 501(C)(3) 45000 HUMAN SRVC SUPPORT LIGHTHOUSE OF THE BIG BEND 3071 Highland Oaks TALLAHASSEE FL 32301 592288754 501(C)(3) 20000 HUMAN SRVC SUPPORT LITERACY VOLUNTEERS OF LEON COUNTY 200 West Park Avenue TALLAHASSEE FL 32301 592937641 501(C)(3) 18000 HUMAN SRVC SUPPORT MADISON SENIOR CITIZENS 1161 SW Harvey Green Dr MADISON FL 32340 237097794 501(C)(3) 20000 HUMAN SRVC SUPPORT NEIGHBORHOOD MEDICAL CENTER 438 W BREVARD STREET TALLAHASSEE FL 32301 237422549 501(C)(3) 48078 HUMAN SRVC SUPPORT OFFICE OF THE PUBLIC GUARDIAN 2292 WEDNESDAY STREET SUITE 1 TALLAHASSEE FL 32308 161652866 501(C)(3) 25163 HUMAN SRVC SUPPORT PACE CENTER FOR GIRLS 1344 Cross Creek Cir Tallahassee FL 32301 592414492 501(C)(3) 22760 HUMAN SRVC SUPPORT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 323160910 591869324 501(C)(3) 187578 HUMAN SRVC SUPPORT SICKLE CELL FOUNDATION 1336 VICKERS ROAD TALLAHASSEE FL 32303 592518049 501(C)(3) 9600 HUMAN SRVC SUPPORT SPECIAL OLYMPICS OF FLORIDA - LEON COUNTY 2898-1 Mahan Drive TALLAHASSEE FL 32308 237181560 501(C)(3) 24000 HUMAN SRVC SUPPORT TAYLOR CO SENIOR SERVICES 428 North Jefferson Street PERRY FL 32347 203093915 501(C)(3) 30000 HUMAN SRVC SUPPORT THE ALZHEIMER'S PROJECT 301 EAST THARPE ST TALLAHASSEE FL 32303 592482011 501(C)(3) 38656 HUMAN SRVC SUPPORT THE SHELTER PO BOX 4062 TALLAHASSEE FL 32315 592910293 501(C)(3) 406035 HUMAN SRVC SUPPORT TURN ABOUT 2771 Miccosukee Road TALLAHASSEE FL 32317 592147472 501(C)(3) 90000 HUMAN SRVC SUPPORT WAKULLA SENIOR CITIZENS 33 MICHAEL DRIVE CRAWFORDVILLE FL 32327 591316667 501(C)(3) 30000 HUMAN SRVC SUPPORT WE CARE NETWORK 1204 MICCOSUKEE ROAD TALLAHASSEE FL 32308 592104510 501(c)(3) 40454 HUMAN SRVC SUPPORT FLORIDA DISABLED OUTDOORS ASSOCIATION 2475 APALACHEE Pwy StE 205 TAL FL 32301 593051552 501(C)(3) 15884 HUMAN SRVC SUPPORT 48 0 HUMAN SERVICE SUPPORT - INDIVIDUALS 40 20238 ACTUAL COST part i Line 2 Each year, the United Way of the Big Bend organizes 18 community investment teams to review its grant-funded agencies and programs. Agencies must submit an annual grant application which contains three years of budget information plus a detailed narrative on how United Way funds were used in the previous year and how they will be used in the future. The teams also have an opportunity to ask the agency representatives in person, very specific questions about the overall agency budget and the use of United Way grant funds. In addition, the agencies are required to report annual performance outcomes to the teams. part iii- PROGRAM SERVICE ACCOMPLISHMENTS Line 4D In partnership with the Leon County Health Department Center for Dental Care & Prevention and Leon County Schools, United Way of the Big Bend created SMILE UNITED in the fall of 2014. SMILE UNITED is a preventative dental sealants program that ensures all second graders in Leon County Title I Schools have the opportunity to receive the following services: a dental assessment, oral cleaning, sealants, fluoride varnish, oral health instruction and a personal dental kit. SMILE UNITED services are provided for FREE to all students, regardless of the childs insurance or ability to pay. During the 2014-2015 school year, SMILE UNITED served 883 students at 12 Title I Schools, sealed more than 2,400 teeth and provided more than 5,800 total dental services. During the first week of May, UWBB annually recruits more than 150 volunteers to read classic tales like The Cat in the Hat and Curious George in every first grade public school classroom in the eight-county Big Bend area (Franklin, Gadsden, Jefferson, Leon, Liberty, Madison, Taylor and Wakulla Counties). To encourage a love of reading, every first grade student takes home a brand new, free book to add to his/her home library. Through READ UNITED, UWBB has distributed approximately 27,000 free books over the past six years. Last year, 200 volunteers read in 300 classrooms and distributed approximately 4,500 books in just 5 days! PART VI, GOVERNANCE, MANAGEMENT AND DISCLOSURE section B line 11B THE VICE PRESIDENT OF FINANCE AND OPERATIONS REVIEWS A DRAFT OF FORM 990 AND RESOLVES ANY QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE TAX RETURN. AFTER BEING REVIEWED BY THE VICE PRESIDENT OF FINANCE & OPERATIONS AND THE PRESIDENT, THE 990 IS PRESENTED TO THE FINANCE COMMITTEE, CHAIRED BY THE BOARD TREASURER WHICH INCLUDES AT LAST THREE (3) MEMBERS OF THE BOARD. AFTER REVIEW BY THE COMMITTEE, THE 990 IS PRESENTED TO THE FULL BOARD FOR AUTHORIZATION PRIOR TO FILING WITH THE IRS. line 12c THE STAFF, VOLUNTEERS AND BOARD MEMBERS OF THE UNITED WAY OF THE BIG BEND MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. DISCLOSURE IS REQUIRED FOR ANY MEMBER AGENCY RELATIONSHIPS, ANY BENEFIT IN TRANSACTIONS OR DECISIONS THAT FAMILY, EMPLOYER OR CLOSE ASSOCIATE STAND TO GAIN. ALL CONFLICTS OR POTENTIAL CONFLICTS ARE RESOLVED BY THE CHAIRMAN OF THE BOARD. line 15a THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS THAT MEET ONCE ANNUALLY TO APPROVE THE PRESIDENTS COMPENSATION. THE COMMITTEE REVIEWS COMPENSATION SURVEYS AND STUDIES FOR COMPARABLE COMPENSATION PACKAGES. THE PRESIDENT'S COMPENSATION PACKAGE IS THEN SUBMITTED TO THE BOARD FOR APPROVAL. THE PRESIDENT DETERMINES ALL OTHER STAFF SALARIES. section c line 19 UNAUDITED FINANCIAL STATEMENTS ARE PRESENTED AT BIMONTHLY BOARD MEETINGS WHICH ARE OPEN TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE UWBB WEBSITE. GOVERNANCE DOCUMENTS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES ITS THREE MOST RECENT 990 FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST.