UNITED WAY OF MARION CO INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARION CO INC (EIN 59-0946642)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-11
- IRS object ID
- 201400709349300335
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-11T13:57:46-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIPPEN TRICE FORD TORRES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SE 18TH AVE | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 344718312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590946642 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARION COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 3527329696 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE SECOND STREET | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34470 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONI JAMES | Name |
| Title | OFFICER | Title |
| Phone | 3527329696 | Phone |
| Date Signed | 2014-01-26 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM L TRICE | Name |
| Phone | 3527324260 | Phone |
| Date Prepared | 2014-03-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TONI JAMES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE SECOND STREET | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3141775 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWMC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2396601 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2067497 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 224342 | InvestmentIncomePriorYear |
| Investment Income Current Year | 195596 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14386 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18107 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2635329 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2281200 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1407797 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1364700 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 536826 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 538704 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 231763 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 282889 | OtherExpensePriorYear |
| Other Expenses Current Year | 318926 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2227512 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2222330 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 407817 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 58870 | RevenuesLessExpensesCY |
| Total Assets BOY | 5837170 | TotalAssetsBOY |
| Total Assets EOY | 6003106 | TotalAssetsEOY |
| Total Liabilities BOY | 250112 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 292591 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5587058 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5710515 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1311737 | Expense |
| Grants | 1311737 | Grants |
| Description | UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2012-2013, INVESTMENTS WERE MADE TO FUND 23 PROGRAMS AT 19 DIFFERENT AGENCIES. GOALS WERE ADOPTED FOR EACH OF THE AREAS REQUIRING APPLYING ORGANIZATIONS TO MEET AT LEAST ONE OF THOSE AREAS IN ORDER TO BE CONSIDERED FOR FUNDING. 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 13,000 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. EIGHT ACTIVE PARENTING SESSIONS REACHING 145 PARENTS WERE CONDUCTS ALONG WITH THE ADDITION OF FIVE BORN LEARNING TRAILS THAT WERE INSTALLED THROUGHOUT MARION COUNTY. WE COMPLETED OUR FIRST SUCCESSFUL YEAR OF OUR READINGPALS GRANT RECRUITING AND ENGAGING 168 VOLUNTEERS TO HELP STRUGGLING KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 227270 | Expense |
| Description | FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 1,611 TAX RETURNS WERE PREPARED RESULTING IN 2.2 MILLION INTO OUR COMMUNITY. OF THESE, 459 PEOPLE BENEFITED FROM THE EARNED INCOME TAX CREDIT RECEIVING 750,000. OUR MONEY SMART BUDGET WORKSHOPS RESULTED IN 610 CLIENTS PARTICIPATING. CLASSES WERE GIVEN AT LOCATIONS THROUGHOUT THE COMMUNITY. OUR FOCUS ON HEALTH CONTINUES WITH OUR KIDCARE PROGRAM HELPING 59 FAMILIES TO ENROLL THEIR CHILDREN IN HEALTH INSURANCE AND GAINING EIGHT NEW PARTNERS TO HELP WITH THE FACILITATION OF THE PROGRAM. OUR FAMILYWIZE PRESCRIPTION DISCOUNT PROGRAM CONTINUES FOR THE FIFTH YEAR REDUCING DRUG COSTS BY 379,197 TO OUR RESIDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 33408 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 101780 | Expense |
| Grants | 52963 | Grants |
| Description | THOSE COSTS ASSOCIATED WITH EDUCATION AND INFORMING THE UNITED WAY'S CUSTOMERS AND THE GENERAL PUBLIC ABOUT HUMAN SERVICE NEEDS AND THE WORK OF UNITED WAY SUPPORTED AGENCIES ADDRESSING THOSE NEEDS. COSTS CHARGED TO THIS FUNCTION ARE THOSE NOT DIRECTLY ASSOCIATED WITH ANY SOLICITATION OF A CONTRIBUTION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 101780 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 52963 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1674195 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TONI JAMES | NamePerson |
| Telephone Number | 3527329696 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 NE SECOND STREET | AddressLine1 |
| City | OCALA | City |
| State | FL | State |
| ZIP Code | 34470 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SAMUEL WILLIAMS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS DAY | ||||||
| VC - INCOME | 2.00 | X | 0 | 0 | 0 | |
| RANDY EWERS | ||||||
| CO-CHAIR CAM | 2.00 | X | 0 | 0 | 0 | |
| JANE FONTAINE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CATHY BEAL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TOM DEWEY | ||||||
| VC ADMINITRA | 2.00 | X | 0 | 0 | 0 | |
| CHRIS YANCEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TOM FALANGA | ||||||
| CHAIR ELECT | 2.00 | X | 0 | 0 | 0 | X |
| DAN KUHN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID BRADY | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| JULIE SHEALY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| IRE BETHEA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LORI BORING | ||||||
| VC PLANNED G | 2.00 | X | 0 | 0 | 0 | |
| BILL D'AIUTO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN L DOZIER | ||||||
| CO-CHAIR CAM | 2.00 | 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 | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JACK HILLESLAND | ||||||
| VC STRATEGIC | 2.00 | X | 0 | 0 | 0 | |
| DIRK LEEWARD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARBARA BURROWS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL CLARK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KAREN REED | ||||||
| VC - HEALTH | 2.00 | X | 0 | 0 | 0 | |
| MARY SUE RICH | ||||||
| IMMEDIATE PA | 1.00 | X | 0 | 0 | 0 | X |
| TED SCHATT | ||||||
| VC - EDUCATI | 2.00 | X | 0 | 0 | 0 | |
| JEFF SHEALY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM ALSOBROK | ||||||
| VC INCOME CO | 1.00 | X | 0 | 0 | 0 | |
| JOHN GOFF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATHY JUDKINS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WALLACE WATFORD | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DON UMPLEBY | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| SUSAN P LEITGEB | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RANDY MCVAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROSEMARY MESA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MAUREEN QUINLAN | ||||||
| PRESIDENT | 40.00 | 73761 | 0 | 11551 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 73761 | TotalReportableCompFromOrg |
| Total Other Compensation | 11551 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 31000 | GovernmentGrants |
| All Other Contributions | 2036497 | AllOtherContributions |
| Noncash Contributions | 54281 | NoncashContributions |
| Total Contributions | 2067497 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97640 | TotalRevenueColumn |
| Exclusion | $97,640 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 878027 | Securities |
| Other | 47067 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 827128 | Securities |
| Other | 10 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50899 | Securities |
| Other | 47057 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97956 | TotalRevenueColumn |
| Related Or Exempt Function Income | 50889 | RelatedOrExemptFunctionIncome |
| Exclusion | $47,067 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 41477 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 33437 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8040 | TotalRevenueColumn |
| Exclusion | $8,040 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC RECEIPTS AND REFUNDS | Description |
| Total Revenue Column | 10067 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10067 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10067 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2281200 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60956 | RelatedOrExemptFunctionIncome |
| Exclusion | $152,747 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1364700 | Total |
| Program Services | 1364700 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89375 | Total |
| Program Services | 37029 | ProgramServices |
| Management And General | 26175 | ManagementAndGeneral |
| Fundraising | 26171 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355127 | Total |
| Program Services | 128666 | ProgramServices |
| Management And General | 129285 | ManagementAndGeneral |
| Fundraising | 97176 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14691 | Total |
| Program Services | 2369 | ProgramServices |
| Management And General | 7469 | ManagementAndGeneral |
| Fundraising | 4853 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44471 | Total |
| Program Services | 17599 | ProgramServices |
| Management And General | 15116 | ManagementAndGeneral |
| Fundraising | 11756 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35040 | Total |
| Program Services | 11932 | ProgramServices |
| Management And General | 14257 | ManagementAndGeneral |
| Fundraising | 8851 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18950 | Total |
| Management And General | 18950 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24769 | Total |
| Management And General | 24769 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7669 | Total |
| Program Services | 690 | ProgramServices |
| Management And General | 5660 | ManagementAndGeneral |
| Fundraising | 1319 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99065 | Total |
| Program Services | 41864 | ProgramServices |
| Management And General | 20055 | ManagementAndGeneral |
| Fundraising | 37146 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24845 | Total |
| Program Services | 8866 | ProgramServices |
| Management And General | 9008 | ManagementAndGeneral |
| Fundraising | 6971 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35235 | Total |
| Program Services | 11102 | ProgramServices |
| Management And General | 13725 | ManagementAndGeneral |
| Fundraising | 10408 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12745 | Total |
| Program Services | 8045 | ProgramServices |
| Management And General | 2241 | ManagementAndGeneral |
| Fundraising | 2459 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35312 | Total |
| Program Services | 23274 | ProgramServices |
| Management And General | 3125 | ManagementAndGeneral |
| Fundraising | 8913 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24722 | Total |
| Program Services | 6422 | ProgramServices |
| Management And General | 12199 | ManagementAndGeneral |
| Fundraising | 6101 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21241 | Total |
| Program Services | 6734 | ProgramServices |
| Management And General | 8262 | ManagementAndGeneral |
| Fundraising | 6245 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4889 | Total |
| Program Services | 1006 | ProgramServices |
| Management And General | 3048 | ManagementAndGeneral |
| Fundraising | 835 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AWARDS | 5696 | 2593 | 1925 | 1178 |
| MEMBERSHIP | 2000 | 586 | 561 | 853 |
| MISCELLANEOUS | 1788 | 718 | 542 | 528 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2222330 | Total |
| Program Services | 1674195 | ProgramServices |
| Management And General | 316372 | ManagementAndGeneral |
| Fundraising | 231763 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1131757 | BOY |
| EOY | 1443322 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 705205 | BOY |
| EOY | 666776 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9008 | BOY |
| EOY | 28787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 736101 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 353764 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402589 | BOY |
| EOY | 382337 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3586880 | BOY |
| EOY | 3480834 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1531 | BOY |
| EOY | 850 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5837170 | BOY |
| EOY | 6003106 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45382 | BOY |
| EOY | 94710 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10461 | BOY |
| EOY | 3682 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194269 | BOY |
| EOY | 194199 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250112 | BOY |
| EOY | 292591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3387242 | BOY |
| EOY | 3503610 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806542 | BOY |
| EOY | 803624 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1393274 | BOY |
| EOY | 1403281 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5587058 | BOY |
| EOY | 5710515 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5837170 | BOY |
| EOY | 6003106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 58870 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 70489 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -5902 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3235238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2160861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2109709 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2396601 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2067497 | CurrentTaxYear |
| Total | 11969906 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3235238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2160861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2109709 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2396601 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2067497 | CurrentTaxYear |
| Total | 11969906 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 11969906 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 134439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 110982 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106055 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117779 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97640 | CurrentTaxYear |
| Total | 566895 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43920 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41477 | CurrentTaxYear |
| Total | 144011 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12680812 | TotalSupport |
| Gross Receipts From Admissions Etc | 10067 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94390 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94100 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3247354 | BeginningOfYearBalance |
| Contributions | 10354 | Contributions |
| Investment Earnings Or Losses | 259275 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 166429 | GrantsOrScholarships |
| Administrative Expenses | 24757 | AdministrativeExpenses |
| End Of Year Balance | 3325797 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3209619 | BeginningOfYearBalance |
| Contributions | 226190 | Contributions |
| Investment Earnings Or Losses | -18917 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 148399 | GrantsOrScholarships |
| Administrative Expenses | 21139 | AdministrativeExpenses |
| End Of Year Balance | 3247354 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2814906 | BeginningOfYearBalance |
| Contributions | 5373 | Contributions |
| Investment Earnings Or Losses | 533296 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 123937 | GrantsOrScholarships |
| Administrative Expenses | 20019 | AdministrativeExpenses |
| End Of Year Balance | 3209619 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2481118 | BeginningOfYearBalance |
| Contributions | 93733 | Contributions |
| Investment Earnings Or Losses | 373693 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 115514 | GrantsOrScholarships |
| Administrative Expenses | 18124 | AdministrativeExpenses |
| End Of Year Balance | 2814906 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2058918 | BeginningOfYearBalance |
| Contributions | 633390 | Contributions |
| Investment Earnings Or Losses | -102553 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 91479 | GrantsOrScholarships |
| Administrative Expenses | 17158 | AdministrativeExpenses |
| End Of Year Balance | 2481118 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.59260 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.40740 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68000 | OtherCostOrOtherBasis |
| Book Value | 68000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 477861 | OtherCostOrOtherBasis |
| Depreciation | 185146 | Depreciation |
| Book Value | 292715 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 190240 | OtherCostOrOtherBasis |
| Depreciation | 168618 | Depreciation |
| Book Value | 21622 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 382337 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DONOR CHOICE CONTRIBUTIONS PAYABLE | Description |
| Amount | $194,199 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 194199 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 2158014 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 70489 | NetUnrealizedGainsInvestments |
| Other Revenues | 5007 | OtherRevenues |
| Revenue Not Rptd F990 | 75496 | RevenueNotRptdF990 |
| Revenue Subtotal | 2082518 | RevenueSubtotal |
| Other Revenues Not Included | 198682 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 198682 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2281200 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2034557 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2034557 | ExpensesSubtotal |
| Other Expenses Not Included | 187773 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 187773 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2222330 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 5,007 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 198,682 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR CHOICE ALLOCATIONS PAID 187,773 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPECIAL EVENTS | NameOfEvent1 |
| Gross Receipts Event1 | 41477 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 41477 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 757 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 13072 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 19608 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 41477 | GrossReceiptsTotal |
| Gross Revenue Total Events | 41477 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 757 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 13072 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 19608 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33437 | DirectExpenseSummaryEvents |
| Net Income Summary | 8040 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ANNIE JOHNSON SENIOR SERVICE CENTER | |||||||
| PO BOX 1951 | DUNNELLON | FL | 34430 | 592757655 | 3 | 33473 | FOOD, RENT & UTIL. |
| ANNIE JOHNSON SENIOR SERVICE CENTER | |||||||
| P O BOX 1951 | DUNNELLON | FL | 34430 | 592757655 | 3 | 10615 | UTILITIES |
| ARC- MARION INC | |||||||
| 2800 SE MARICAMP ROAD | OCALA | FL | 34471 | 592217524 | 3 | 39426 | SALARIES |
| BOYS & GIRLS CLUB OF MARION COUNTY | |||||||
| 800 SW 12 STREET | OCALA | FL | 34471 | 591172127 | 3 | 91471 | GENERAL SUPPORT |
| BROTHER'S KEEPERDIOCESE OF ORLANDO | |||||||
| 5 SE 17TH STREET | OCALA | FL | 34471 | 591404508 | 3 | 9000 | UTILITIES |
| COMMUNITY LEGAL SERVICES OF MID-FL | |||||||
| 2300 SW 17TH STREET | OCALA | FL | 34471 | 591156260 | 3 | 25227 | SALARIES, SINKHOLE |
| COMMUNITY OF GRATITUDE | |||||||
| PO BOX 2021 | OCKLAWAHA | FL | 32183 | 300025921 | 3 | 12303 | FOOD & GENERAL SUPP. |
| EARLY LEARNING COALITION OF MARION | |||||||
| 3304 SE LAKE WEIR AVENUE | OCALA | FL | 34471 | 593627759 | 3 | 134343 | MATCH, SUCCESS BY 6, |
| FIFTH CIRCUIT PUBLIC GUARDIAN CORP | |||||||
| 500 NE 8TH AVENUE | OCALA | FL | 34470 | 593706138 | 3 | 30425 | SALARY |
| HEART OF FLORIDA HEALTH CENTER | |||||||
| 1025 SW 1ST AVENUE | OCALA | FL | 34471 | 590808854 | 3 | 85542 | DENTAL SALARY & SUPP |
| HEART OF FLORIDA UNITED WAY2-1-1 | |||||||
| 1940 TRAYLOR BLVD | ORLANDO | FL | 32804 | 590808854 | 3 | 92700 | INFORMATION & REFER |
| INTERFAITH EMERGENCY SERVICES | |||||||
| PO BOX 992 | OCALA | FL | 34478 | 592349840 | 3 | 15093 | GENERAL SUPPORT |
| MARION COUNTY CHILDREN'S ADVOCACY C | |||||||
| 2800 NE 14 STREET | OCALA | FL | 34470 | 593575631 | 3 | 63565 | GENERAL SUPPORT |
| MARION COUNTY LITERACY COUNCIL | |||||||
| 110 E SILVER SPRINGS BLVD | OCALA | FL | 34476 | 600000676 | 3 | 45245 | GENERAL SUPPORT |
| MARION SENIOR SERVICES | |||||||
| 1644 NE 22 AVENUE | OCALA | FL | 34470 | 237362750 | 3 | 104661 | GENERAL SUPPORT |
| OCALA HOUSING AUTHORITY | |||||||
| 1629 NW 4TH ST | OCALA | FL | 34475 | 591499684 | 30133 | GENERAL SUPPORT | |
| PACE CENTER FOR GIRLS | |||||||
| 1601 NE 25 AVENUE SUITE 900 | OCALA | FL | 34470 | 592414492 | 3 | 30754 | SALARIES; VAN |
| PUBLIC ASSISTANCE TRUST FUND | |||||||
| 2641 N MAGNOLIA AVENUE | OCALA | FL | 34474 | 320242055 | 3 | 11658 | GENERAL SUPPOR |
| RAPE CRISISDOMESTIC VIOLENCE CENTE | |||||||
| PO BOX 2193 | OCALA | FL | 34478 | 591876422 | 3 | 158556 | GENERAL SUPPORT; VAN |
| ST THERESA'S SOCIAL SERVICES | |||||||
| 11528 SE HIGHWAY 301 | BELLEVIEW | FL | 34420 | 591675277 | 3 | 9283 | UTILITIES |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 7801 SE US HIGHWAY 42 | SUMMERFIELD | FL | 34491 | 592948683 | 3 | 10184 | UTILITIES |
| THE SALVATION ARMY | |||||||
| 320 NW 1ST AVENUE | OCALA | FL | 34478 | 580660607 | 3 | 93540 | FOOD, UTIL., SALARY |
| THE SALVATION ARMY | |||||||
| 320 NW 1ST AVENUE | OCALA | FL | 34478 | 580660607 | 3 | 10541 | UTILITIES |
| UNITED WAY OF LAKE & SUMTER COUNTIE | |||||||
| 320 WEST OAK TERRACE DRIVE | LEESBURG | FL | 34748 | 591143758 | 3 | 9088 | GENERAL SUPPORT |
| SHEPHERD'S LIGHTHOUSE | |||||||
| 5930 SE ROBINSON ROAD | BELLEVIEW | FL | 34420 | 481288332 | 3 | 20554 | SHELTER |
| ARNETTE HOUSE | |||||||
| 2310 NE 24TH STREET | OCALA | FL | 34470 | 592119445 | 3 | 32884 | FAMILY COUNSELING |
| CHILDHOOD DEVELOPMENT SERVICES | |||||||
| 1601 NE 25TH AVE SUITE 900 | OCALA | FL | 34470 | 591262700 | 3 | 82721 | HEADSTART PROGRAM |
| CHILDREN'S HOME SOCIETY | |||||||
| 5950 NW 1ST PLACE SUITE A | GAINESVILLE | FL | 32607 | 590192430 | 3 | 18752 | HEALTHY FAMILIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 28 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE I, PAGE 4, PART IV | ReturnReference |
| Explanation | 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| CHRIS COTTER | ||
| FAMILY MEMBER | EMPLOYMENT | false |
| VARIOUS BOARD MEMBERS | ||
| BOARD MEMBER | ON BOARD OF AGENCY | false |
| MAUREEN QUINLAN | ||
| PRESIDENT | ON BOARD OF AGENCY | false |
| VARIOUS BOARD MEMBERS | ||
| BOARD MEMBER | SPOUSES | false |
| VARIOUS BOARD MEMBERS | ||
| BOARD MEMBER | WORK TOGETHER | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 54281 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | CURRENT TRADING VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | USED A BROKER TO SELL SECURITIES DONATED | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | THAT WERE INSTALLED THROUGHOUT MARION COUNTY. WE COMPLETED OUR FIRST SUCCESSFUL YEAR OF OUR READINGPALS GRANT RECRUITING AND ENGAGING 168 VOLUNTEERS TO HELP STRUGGLING KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. |
| SECOND ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | DISCOUNT PROGRAM CONTINUES FOR THE FIFTH YEAR REDUCING DRUG COSTS BY 379,197 TO OUR RESIDENTS. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | THOSE COSTS ASSOCIATED WITH EDUCATION AND INFORMING THE UNITED WAY'S CUSTOMERS AND THE GENERAL PUBLIC ABOUT HUMAN SERVICE NEEDS AND THE WORK OF UNITED WAY SUPPORTED AGENCIES ADDRESSING THOSE NEEDS. COSTS CHARGED TO THIS FUNCTION ARE THOSE NOT DIRECTLY ASSOCIATED WITH ANY SOLICITATION OF A CONTRIBUTION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE TREASURER AND THEN PRESENTED BY OUR AUDITOR TO THE EXECUTIVE COMMITTEE AND THE BOARD. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THERE IS NOT A FORMAL PROCEDURE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. A COMPENSATION 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 EXECUTIVE COMMITTEE FOR APPROVAL, AND THEN IT GOES 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 COMPENSATION COMMITTEE AND PASSES THRU THE SAME COMMITTEE APPROVAL AND MUST FALL WITHIN BUDGET THE BUDGET GUIDELINES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE SALARY RANGES AND SETS THE STANDARD SALARY INCREASE FOR THE YEAR. THIS FOLLOWS WITH APPROVAL BY THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND THE BOARD AS PART OF THE OPERATING BUDGET FOR THE YEAR. INDIVIDUALS DO SELF EVALUATIONS, THE CEO DOES AN EVALUATION, AND THE SALARY INCREASE IS DETERMINED BY THE CEO WITHIN THE RANGE ESTABLISHED BY THE COMPENSATION COMMITTEE AND ALLOWED BY THE BUDGET. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 5,007 DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN -198,682 DONOR CHOICE ALLOCATIONS PAID 187,773 |
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