2015-05-13T13:21:42-05:00 2014-06-30 Thomas Howell Ferguson PA 2615 Centennial Blvd Suite 200 Tallahassee FL 32308 990 2013-07-01 596011150 United Way of the Big Bend Inc % IRVIN CHIKOTI UNIT 8504140844 307 east seventh avenue Suite tallahassee FL 323035520 Katrina Rolle President/CEO 8504140844 2015-05-04 true Stacey T Kolka P01371120 8504140844 2013 2016-03-07 17:11:31Z Katrina Rolle 307 east seventh avenue tallahassee FL 32303 5522338 false X www.uwbb.org X 1943 FL UNITED WAY OF THE BIG BEND UNITES AND INSPIRES LOCAL CITIZENS IN CARING FOR ONE ANOTHER AND BUILDING A MORE VIBRANT COMMUNITY. 31 31 19 16000 0 4694335 4429508 12500 5000 324746 167297 73115 92454 5104696 4694259 3424778 3157876 0 0 989697 999251 0 0 396970 629867 503655 5044342 4660782 60354 33477 5113655 4954396 4467508 4205731 646147 748665 X UNITED WAY OF THE BIG BEND UNITES AND INSPIRES LOCAL CITIZENS IN CARING FOR ONE ANOTHER AND BUILDING A MORE VIBRANT COMMUNITY. false false 3059748 3059748 3059748 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 205 PROGRAMS WHICH TRANSLATED INTO 418,460 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 125 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. 75573 75573 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 2013-2014 school year, 200 ReadingPals were trained and deployed in 9 local elementary schools and read to 221 students. 5,600 books were distributed as part of the ReadingPals Initiative. 51% of the students showed improvement in their reading scores. 41200 8913 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 2014 tax season, VITA prepared free tax returns for 4,202 residents saving them more than $630,300 in tax preparation fees, enabling families to claim $1,237,414 in Earned Income Tax Credits, and bringing more than $4,797,109 in tax refunds back into the community. 682101 3858622 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 38 0 true 19 true false false false false false true true false false false false X 31 31 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 1.0 X 0 0 0 Dee Crumpler Member at Large 1.0 X 0 0 0 Emory Mayfield chair-elect 2.0 X X 0 0 0 Howard Drew Member at Large 1.0 X 0 0 0 Jeanette Wilk Yaeger Committee Chair 2.0 X X 0 0 0 Jennifer Boutwell Patty JPB REP 1.0 X 0 0 0 Johanna Money Member at Large 1.0 X 0 0 0 Karen Wendland Member at Large 1.0 X 0 0 0 Mark O'Bryant past chair 2.0 X X 0 0 0 Nancy Van Vessem Member at Large 1.0 X 0 0 0 Patsy Palmer member at large 1.0 X 0 0 0 Phil Harrison Member at Large 1.0 X 0 0 0 Tom Pennekamp committee chair 1.0 X X 0 0 0 Vince Long SECRETARY 1.0 X X 0 0 0 Ron Sachs chair 2.0 X X 0 0 0 John Hogan past Campaign Chair 1.0 X X 0 0 0 John C Thomas Treasurer 2.0 X X 0 0 0 AJ Brickler Member at large 1.0 X 0 0 0 Chase McNeill member at large 1.0 X 0 0 0 Sam Rogers treasurer-elect 2.0 X X 0 0 0 Dr Garnett Stokes Member at Large 1.0 X 0 0 0 Barbara Wills member at large 1.0 X 0 0 0 BROOKE HALLOCK MEMBER AT LARGE 1.0 X 0 0 0 DR JIM MURDAUGH MEMBER AT LARGE 1.0 X 0 0 0 FRED BAGGETT MEMBER AT LARGE 1.0 X 0 0 0 JOHN PADGETT MEMBER AT LARGE 1.0 X 0 0 0 JULIE MORENO MEMBER AT LARGE 1.0 X 0 0 0 KATRINA ROLLE MEMBER AT LARGE 2.0 X 0 0 0 LILA JABER MEMBER AT LARGE 1.0 X 0 0 0 PETER BOULWARE MEMBER AT LARGE 1.0 X 0 0 0 VIRGINIA GLASS CAMPAIGN CHAIR 2.0 X X 0 0 0 heather mitchell executive director/president 40.0 X 113763 0 9794 IRVIN CHIKOTI VP of Finance & Operations 40.0 X 51086 0 9001 164849 0 18795 1 false false false 0 4429508 4429508 LE SPONSORSHIP 900099 5000 5000 5000 61956 61956 0 0 11320 11320 0 11320 11320 803003 697662 105341 105341 105341 211551 130417 81134 81134 0 0 0 4694259 5000 259751 3133642 3133642 24234 24234 0 0 193622 85707 76435 31480 0 611959 301268 168228 142463 51350 25279 14116 11955 75416 37128 20732 17556 66904 32937 18392 15575 0 0 13437 3980 4245 5212 0 0 17923 17923 66587 45448 9488 11651 1523 871 293 359 95937 45894 16872 33171 7448 2206 2353 2889 0 33878 10034 10702 13142 7326 2170 2314 2842 0 20644 10476 4564 5604 0 65260 19330 20616 25314 26996 7996 8528 10472 27073 8019 8553 10501 MISCELLANEOUS 9799 7493 836 1470 BEST 54510 54510 EVENT EXPENSES 55314 55314 4660782 3858622 405190 396970 399620 98218 567922 483484 1700100 1629676 19842 14447 0 0 0 0 0 0 0 0 6766 11170 1286704 584473 724535 702231 1694870 2015170 0 0 0 0 0 0 0 0 5113655 4954396 4398096 4051510 0 0 69412 79221 0 0 0 0 0 0 0 75000 0 0 0 0 4467508 4205731 X 335310 427832 200837 210833 110000 110000 646147 748665 5113655 4954396 33477 69041 X false true X true false X 6183683 6039655 5716340 4694335 4429508 27063521 0 0 6183683 6039655 5716340 4694335 4429508 27063521 0 27063521 105518 110314 113140 83224 61956 474152 0 0 27537673 946458 0.98278 0.98192 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118956 17991 136947 111268 7688 118956 111446 0 -178 111268 99374 0 12072 111446 92607 0 6767 99374 1.00000 true false 313803 313803 757959 424857 333102 50632 34262 16370 160310 125354 34956 4000 4000 702231 0 0 X 4237034 69041 -3801 65240 4171794 522465 522465 4694259 4134516 -3801 -3801 4138317 522465 522465 4660782 PART V LINE 4: the endowment fund was established to make it possible for UWBB to help social services agencies sustain current programs and develop new ones, as needed. All endowment funds are classified as permanently restricted net assets 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 AND PRIOR. part xi, line 2d: Cash Prizes -$3,023 Negative Miscellaneous Income -$778 part xi, line 4b: designated pledges $522,465 part xii, line 2d: cash prizes -$3,023 Negative Miscellaneous Income -$778 part xii, line 4b: designated pledges $522,465 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. DOWNTOWN GETDOW 160000 160000 110547 GOLF TOURNAMENT 27735 27735 800 10644 1 23790 23790 8400 211525 211525 800 129591 130391 81134 true 2-1-1 BIG BEND PO BOX 10950 TALLAHASSEE FL 323022950 510201771 501(C)(3) 25519 Human SRVC Support A LIFE RECOVERY CENTER 449 W Georgia St TALLAHASSEE FL 32301 592091522 501(C)(3) 33000 HUMAN SRVC SUPPORT ABILITY 1ST 1823 BUFORD COURT TALLAHASSEE FL 32308 590624360 501(C)(3) 34823 HUMAN SRVC SUPPORT AMERICAN RED CROSS 1115 EASTERWOOD DR TALLAHASSEE FL 32311 590624360 501(C)(3) 28024 HUMAN SRVC SUPPORT AMERICA'S SECOND HARVEST OF THE BIG BEND 110 FOUR POINTS WAY TALLAHASSEE FL 32305 592816580 501(C)(3) 38916 HUMAN SRVC SUPPORT BIG BEND CARES 2201 S MONROE ST TALLAHASSEE FL 32301 592252756 501(C)(3) 100479 HUMAN SRVC SUPPORT BIG BEND HOMELESS COALITION 2729 W PENSACOLA ST TALLAHASSEE FL 32304 592328806 501(C)(3) 39311 HUMAN SRVC SUPPORT BIG BEND HOSPICE 1723 MAHAN CTR BLVD Tall FL 323085428 592130789 501(C)(3) 104165 HUMAN SRVC SUPPORT BIG BROTHERS BIG SISTERS OF THE BIG BEND 565 E TENNESSEE ST TALLAHASSEE FL 32308 592426414 501(C)(3) 145000 HUMAN SRVC SUPPORT BOY SCOUTS OF AMERICA SUWANNEE RIVER AREA COUNCIL 2032 THOMASVILLE ROAD SUITE C TALLAHASSEE FL 32308 592973927 501(C)(3) 17650 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB - TAYLOR PO BOX 1474 PERRY FL 32347 593076558 501(C)(3) 90000 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB OF THE BIG BEND 306 LAURA LEE AVENUE TALLAHASSEE FL 32301 205421558 501(C)(3) 80192 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB TABULA RASA PO BOX 251 GREENVILLE FL 32331 203478334 501(C)(3) 9500 HUMAN SRVC SUPPORT BOYS' CHOIR OF TALLAHASSEE PO BOX 1182 TALLAHASSEE FL 323021182 591865406 501(C)(3) 20000 HUMAN SRVC SUPPORT BREHON INSTITUTE FOR FAMILY SERVICES 1315 linda ann drive TALLAHASSEE FL 32301 591117362 501(C)(3) 40693 HUMAN SRVC SUPPORT CAPITAL AREA COMMUNITY ACTION AGENCY 309 OFFICE PLAZA DR TALLAHASSEE FL 32301 593145687 501(C)(3) 18478 HUMAN SRVC SUPPORT CAPITAL AREA HEALTHY START COALITION 1311 PAUL RUSSELL RD SUITE A101 TALL FL 32301 593184365 501(C)(3) 34200 HUMAN SRVC SUPPORT CAPITAL CITY YOUTH SERVICES 2407 ROBERTS AVENUE TALLAHASSEE FL 32310 590808247 501(C)(3) 88950 HUMAN SRVC SUPPORT CAPITAL REGION YMCA 2001 APALACHEE PKWY TALLAHASSEE FL 32301 593213644 501(C)(3) 25000 HUMAN SRVC SUPPORT CATHOLIC CHARITIES OF NORTHWEST FLORIDA 1380 blountstown highway TALLAHASSEE FL 32304 590192430 501(C)(3) 30000 HUMAN SRVC SUPPORT CHILDREN'S HOME SOCIETY OF FLORIDA 1801 MICCOSUKEE COMMONS DR TALL FL 32308 520728032 501(C)(3) 39450 HUMAN SRVC SUPPORT CONSOLIDATED CHRISTIAN MINIST OF MADISON 799-C SW PINCKNEY ST MADISON FL 32340 591553555 501(C)(3) 13372 HUMAN SRVC SUPPORT DICK HOWSER CENTER 240 MABRY st TALLAHASSEE FL 32304 593743672 501(C)(3) 103000 HUMAN SRVC SUPPORT EARLY LEARNING COALITION - BIG BEND 1940 n monroe avenue TALLAHASSEE FL 32303 133632209 501(C)(3) 84556 HUMAN SRVC SUPPORT ECHO OUTREACH MINISTRIES 702 WEST MADISON ST TALLAHASSEE FL 32304 591426079 501(C)(3) 12000 HUMAN SRVC SUPPORT ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE FL 32304 592935276 501(C)(3) 289667 HUMAN SRVC SUPPORT EPILEPSY ASSOCIATION OF THE BIG BEND 1215 LEE AVENUE SUITE M-4 TALLAHASSEE FL 32303 440610626 501(C)(3) 22000 HUMAN SRVC SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 2221 OLD BAINBRIDGE RD TALL FL 32303 300115977 501(C)(3) 16309 HUMAN SRVC SUPPORT GIRL SCOUT COUNCIL OF THE APALACHEE BEND 250 PINEWOOD DRIVE TALLAHASSEE FL 32303 521273585 501(C)(3) 13515 HUMAN SRVC SUPPORT JEFFERSON SENIOR CENTER 1155 N JEFFERSON ST MONTICELLO FL 32344 237411718 501(C)(3) 16649 HUMAN SRVC SUPPORT KIDS INCORPORATED OF THE BIG BEND 2326 CENTERVILLE ROAD TALLAHASSEE FL 32308 591236357 501(C)(3) 206500 HUMAN SRVC SUPPORT LEGAL AID FOUNDATION 2119 delta blvd TALLAHASSEE FL 32303 510197090 501(c)(3) 10000 HUMAN SRVC SUPPORT LEGAL SERVICES OF NORTH FLORIDA 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 590944330 501(C)(3) 58628 HUMAN SRVC SUPPORT LIGHTHOUSE OF THE BIG BEND 3071 highland oaks terrace TALLAHASSEE FL 32301 593502561 501(C)(3) 20000 HUMAN SRVC SUPPORT LITERACY VOLUNTEERS OF LEON COUNTY 200 w park avenue C/O LANIGAN ASSOCIATES TALLAHASSEE FL 32301 592939507 501(C)(3) 23000 HUMAN SRVC SUPPORT MADISON SENIOR CITIZENS PO BOX 204 MADISON FL 32341 593222366 501(C)(3) 24000 HUMAN SRVC SUPPORT NEIGHBORHOOD medical center 438 W BREVARD STREET ROOM 11 TALLAHASSEE FL 32301 161652866 501(C)(3) 45119 HUMAN SRVC SUPPORT OFFICE OF THE PUBLIC GUARDIAN 2292 WEDNESDAY STREET SUITE 1 TALLAHASSEE FL 32308 592414492 501(C)(3) 28750 HUMAN SRVC SUPPORT PACE CENTER FOR GIRLS 1344 cross creek circle tallahassee FL 32301 592414492 501(C)(3) 22760 HUMAN SRVC SUPPORT PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA 5978 powers avenue jacksonville FL 32217 591745861 501(C)(3) 13185 HUMAN SRVC SUPPORT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 323160910 592794505 501(C)(3) 218564 HUMAN SRVC SUPPORT SICKLE CELL FOUNDATION 1336 VICKERS ROAD TALLAHASSEE FL 32303 237181560 501(C)(3) 10500 HUMAN SRVC SUPPORT SPECIAL OLYMPICS OF FLORIDA - LEON COUNTY 750 MISSION ROAD 99310-D TALLAHASSEE FL 32304 237181560 501(C)(3) 25000 HUMAN SRVC SUPPORT TAYLOR CO SENIOR SERVICES 1201 MARTIN LUTHER KING AVE PERRY FL 32347 593163907 501(C)(3) 50000 HUMAN SRVC SUPPORT THE ALZHEIMER'S PROJECT 301 EAST THARPE ST TALLAHASSEE FL 32303 592910293 501(C)(3) 41406 HUMAN SRVC SUPPORT THE SHELTER PO BOX 4062 TALLAHASSEE FL 32315 592147472 501(C)(3) 425210 HUMAN SRVC SUPPORT TURN ABOUT 2771 miccosukee road TALLAHASSEE FL 32308 131624241 501(C)(3) 95000 HUMAN SRVC SUPPORT WAKULLA SENIOR CITIZENS 33 MICHAEL DRIVE CRAWFORDVILLE FL 32327 592104510 501(C)(3) 49536 HUMAN SRVC SUPPORT WE CARE NETWORK 1204 MICCOSUKEE ROAD TALLAHASSEE FL 32308 592104510 501(c)(3) 43500 HUMAN SRVC SUPPORT FLORIDA DISABLED OUTDOORS ASSOCIATION 2475 APALACHEE PARKWAY SUITE 205 TALLAHASSEE FL 32301 593051552 501(C)(3) 17700 HUMAN SRVC SUPPORT TAYLOR LEADERSHIP COUNCIL 1202 MLK AVENUE PERRY FL 32348 592482011 501(C)(3) 7482 HUMAN SRVC SUPPORT GADSDEN ART CENTER 13 N MADISON ST QUINCY FL 32351 593247747 501(C)(3) 6000 HUMAN SRVC SUPPORT 52 HUMAN SERVICE SUPPORT - INDIVIDUALS 64 24234 ACTUAL COST part i line 2 Each year, the United Way of the Big Bend organizes 18 community investent 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 Raise money and mobilize resources to meet priority human needs. 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.