2015-11-24T08:50:25-06:00 2015-06-30 592032210 CRIPPEN & CO 1900 SE 18TH AVE OCALA FL 344718312 990 2014-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 SCOT QUINTEL PRESIDENT 3527329696 2015-11-15 WILLIAM L TRICE P00292820 3527324260 2015-11-24 2014 2016-03-07 17:11:31Z SCOT QUINTEL 1401 NE 2ND STREET OCALA FL 34470 3541673 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. 30 30 12 900 0 2032413 1822422 0 429064 368897 34949 55020 2496426 2246339 1375740 1281155 0 462193 494286 0 256827 429763 316421 2267696 2091862 228730 154477 6223887 6023892 234268 221171 5989619 5802721 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 1281155 1281155 UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2014-2015, INVESTMENTS WERE MADE TO FUND 23 PROGRAMS AT 18 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. 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 THREE YEARS OF OUR READINGPALS INITIATIVE RECRUITING AND ENGAGING 225 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 2,066 TAX RETURNS AND BROUGHT OVER 923,000 BACK TO MARION COUNTY IN EARNED INCOME TAX CREDITS. OUR FAMILYWIZE PRESCRIPTION DISCOUNT PROGRAM CONTINUES FOR THE FIFTH YEAR REDUCING DRUG COSTS BY 365,711 TO OUR RESIDENTS. 315059 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. 1596214 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 7 0 true 12 true false false false false false false false false false false false false false false false X 30 30 false 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 DOUGLAS DAY TREASURER 2.00 X 0 0 0 RANDY EWERS BOARD MEMBER 1.00 X 0 0 0 PHIL SCHUCK CHAIR-CAMPAI 2.00 X 0 0 0 CHRIS BLAIR BOARD MEMBER 1.00 X 0 0 0 TOM FALANGA BOARD MEMBER 2.00 X 0 0 0 GREG GRAHAM BOARD MEMBER 1.00 X 0 0 0 DAVID BRADY COMMUNITY IM 2.00 X 0 0 0 JULIE SHEALY BOARD MEMBER 1.00 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 JOHN L DOZIER VC RESOURCE 1.00 X 0 0 0 DR MANAL FAKHOURY BOARD MEMBER 1.00 X 0 0 0 MICHAEL GREINER BOARD MEMBER 1.00 X 0 0 0 DR NATHAN GROSSMAN VC HEALTH CO 2.00 X 0 0 0 JACK HILLESLAND BOARD CHAIR- 2.00 X 0 0 0 DIRK LEEWARD BOARD MEMBER 1.00 X 0 0 0 TED SCHATT BOARD MEMBER 1.00 X 0 0 0 JIM ALSOBROK BOARD MEMBER 1.00 X 0 0 0 KATHY JUDKINS BOARD CHAIR 1.00 X 0 0 0 WALLACE WATFORD BOARD MEMBER 2.00 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 BOARD MEMBER 1.00 X 0 0 0 RON CRAWFORD VC EDUCATION 1.00 X 0 0 0 LOLA GONZALEZ BOARD MEMBER 1.00 X 0 0 0 TONI JAMES VC PR & MARK 1.00 X 0 0 0 PAT MOSES VC INCOME CO 1.00 X 0 0 0 BRAD ROGERS BOARD MEMBER 1.00 X 0 0 0 GEORGE TOMYN BOARD MEMBER 1.00 X 0 0 0 SCOT QUINTEL PRESIDENT 40.00 X 54895 0 968 NATALIYA DOVE VP OF FINANC 40.00 X 43878 0 140 98773 1108 false false false 1822422 34530 1822422 92070 92070 1427878 108604 1259655 168223 108604 276827 168223 108604 35658 35679 -21 -21 MISC RECEIPTS AND REFUNDS 55041 55041 55041 2246339 223264 200653 1281155 1281155 128298 44250 39298 44750 288324 146917 66135 75272 10366 5123 2536 2707 35167 13655 9822 11690 32131 13763 10030 8338 20000 20000 25979 25979 29510 2484 2205 24821 93896 27304 22489 44103 21706 7403 6566 7737 42875 15400 12984 14491 6076 2281 2122 1673 28975 20515 5075 3385 23081 7963 7068 8050 16155 5583 4955 5617 4291 1849 621 1821 AWARDS 2380 491 1889 MEMBERSHIP 896 387 148 361 MISCELLANEOUS 601 182 297 122 2091862 1596214 238821 256827 200 200 1625878 1667184 630075 592139 18830 20113 740892 375006 368796 365886 3579258 3377241 850 1129 6223887 6023892 40329 30771 6319 6129 187620 184271 234268 221171 X 3799615 3621829 779437 768808 1410567 1412084 5989619 5802721 6223887 6023892 154477 -322512 -18863 X false true true false X 2109709 2396601 2067497 2032413 1807120 10413340 2109709 2396601 2067497 2032413 1807120 10413340 10413340 106055 117779 97640 73852 84023 479349 14506 43920 41477 32038 32164 164105 11056794 55041 0.94180 0.94180 X PART II, LINE 10 OTHER INCOME-SPONSORSHIPS & 164,105 NON CAMPAIGN ADMINISTRATIVE FEES 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3606532 6242 33106 182701 25759 3437420 3325797 5855 476365 176121 25364 3606532 3247354 10354 259275 166429 24757 3325797 3209619 226190 -18917 148399 21139 3247354 2814906 5373 533296 123937 20019 3209619 0.60280 0.39720 false false 68000 68000 477861 209912 267949 195031 165094 29937 365886 DONOR CHOICE CONTRIBUTIONS PAYABLE 184271 184271 1747102 -322512 1517 -320995 2068097 178242 178242 2246339 1934000 1934000 157862 157862 2091862 SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,517 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 178,242 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR CHOICE ALLOCATIONS PAID 157,862 SPECIAL EVENTS 35658 35658 7764 27915 35658 35658 7764 27915 35679 -21 true ARC- MARION INC 2800 SE MARICAMP ROAD OCALA FL 34471 592217524 3 39919 SALARIES BOYS & GIRLS CLUB OF MARION COUNTY 800 SW 12 STREET OCALA FL 34471 591172127 3 95778 GENERAL SUPPORT COMMUNITY LEGAL SERVICES OF MID-FL 1610 SE 36TH AVENUE OCALA FL 34471 591156260 3 25685 SALARIES COMMUNITY OF GRATITUDE PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 14196 FOOD & GENERAL SUPP. EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 140565 MATCH, SUCCESS BY 6 FIFTH CIRCUIT PUBLIC GUARDIAN CORP 500 NE 8TH AVENUE OCALA FL 34470 593706138 3 30382 SALARY HEART OF FLORIDA HEALTH CENTER 1025 SW 1ST AVENUE OCALA FL 34471 590808854 3 85889 DENTAL SALARY & SUPP HEART OF FLORIDA UNITED WAY2-1-1 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 3 93481 INFORMATION & REFER KIMBERLY'S CENTER FOR CHILD PROTECT 2800 NE 14 STREET OCALA FL 34470 593575631 3 57781 GENERAL SUPPORT MARION COUNTY LITERACY COUNCIL 110 E SILVER SPRINGS BLVD OCALA FL 34476 600000676 3 54529 GENERAL SUPPORT MARION SENIOR SERVICES 1644 NE 22 AVENUE OCALA FL 34470 237362750 3 101221 GENERAL SUPPORT PACE CENTER FOR GIRLS 328 NE 1ST AVENUE OCALA FL 34470 592414492 3 36427 SALARIES ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 10982 UTILITIES ST VINCENT DE PAUL SOCIETY 7801 SE US HIGHWAY 42 SUMMERFIELD FL 34491 592948683 3 11149 UTILITIES THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 93068 FOOD, UTIL., SALARY THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 9666 UTILITIES UNITED WAY OF LAKE & SUMTER COUNTIE 320 WEST OAK TERRACE DRIVE LEESBURG FL 34748 591143758 3 8159 GENERAL SUPPORT SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 20447 SHELTER ARNETTE HOUSE 2310 NE 24TH STREET OCALA FL 34470 592119445 3 27978 FAMILY COUNSELING CHILDHOOD DEVELOPMENT SERVICES 1601 NE 25TH AVE SUITE 900 OCALA FL 34470 591262700 3 82734 HEADSTART PROGRAM CHILDREN'S HOME SOCIETY 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 590192430 3 11201 HEALTHY FAMILIES CREATIVE SERVICES PO BOX 2193 OCALA FL 34478 591876422 3 152955 GENERAL SUPPORT ANNIE JOHNSON SENIOR SERVICE CENTER PO BOX 1951 DUNNELLON FL 34430 592757655 3 8930 22 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 4 34530 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 2,066 TAX RETURNS AND BROUGHT OVER 923,000 BACK TO MARION COUNTY IN EARNED INCOME TAX CREDITS. OUR FAMILYWIZE PRESCRIPTION DISCOUNT PROGRAM CONTINUES FOR THE FIFTH YEAR REDUCING DRUG COSTS BY 365,711 TO OUR RESIDENTS. 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 1,517 DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN -178,242 DONOR CHOICE ALLOCATIONS PAID 157,862