2014-03-11T13:57:46-05:00 2013-06-30 CRIPPEN TRICE FORD TORRES LLP 1900 SE 18TH AVE OCALA FL 344718312 990 2012-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE SECOND STREET OCALA FL 34470 TONI JAMES 3527329696 2014-01-26 false WILLIAM L TRICE 3527324260 2014-03-11 2012 2015-11-30 17:44:51Z TONI JAMES 1401 NE SECOND STREET OCALA FL 34470 3141775 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. 34 34 11 0 2396601 2067497 0 224342 195596 14386 18107 2635329 2281200 1407797 1364700 0 536826 538704 0 231763 282889 318926 2227512 2222330 407817 58870 5837170 6003106 250112 292591 5587058 5710515 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 1311737 1311737 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. 227270 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. 33408 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. 101780 52963 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. 101780 52963 1674195 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 5 0 true 11 true false false false false false false false false false false false 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 true false FL X X TONI JAMES 3527329696 1401 NE SECOND STREET OCALA FL 34470 SAMUEL WILLIAMS 1.00 X 0 0 0 DOUGLAS DAY 2.00 X 0 0 0 RANDY EWERS 2.00 X 0 0 0 JANE FONTAINE 1.00 X 0 0 0 CATHY BEAL 1.00 X 0 0 0 TOM DEWEY 2.00 X 0 0 0 CHRIS YANCEY 1.00 X 0 0 0 TOM FALANGA 2.00 X X 0 0 0 DAN KUHN 1.00 X 0 0 0 DAVID BRADY 2.00 X X 0 0 0 JULIE SHEALY 1.00 X 0 0 0 IRE BETHEA 1.00 X 0 0 0 LORI BORING 2.00 X 0 0 0 BILL D'AIUTO 1.00 X 0 0 0 JOHN L DOZIER 2.00 X 0 0 0 DR MANAL FAKHOURY 1.00 X 0 0 0 MICHAEL GREINER 1.00 X 0 0 0 DR NATHAN GROSSMAN 1.00 X 0 0 0 JACK HILLESLAND 2.00 X 0 0 0 DIRK LEEWARD 1.00 X 0 0 0 BARBARA BURROWS 1.00 X 0 0 0 PAUL CLARK 1.00 X 0 0 0 KAREN REED 2.00 X 0 0 0 MARY SUE RICH 1.00 X X 0 0 0 TED SCHATT 2.00 X 0 0 0 JEFF SHEALY 1.00 X 0 0 0 JIM ALSOBROK 1.00 X 0 0 0 JOHN GOFF 1.00 X 0 0 0 KATHY JUDKINS 1.00 X 0 0 0 WALLACE WATFORD 2.00 X X 0 0 0 DON UMPLEBY 2.00 X X 0 0 0 SUSAN P LEITGEB 1.00 X 0 0 0 RANDY MCVAY 1.00 X 0 0 0 ROSEMARY MESA 1.00 X 0 0 0 MAUREEN QUINLAN 40.00 X 73761 0 11551 73761 11551 false false false 31000 2036497 54281 2067497 97640 97640 878027 47067 827128 10 50899 47057 97956 50889 47067 41477 33437 8040 8040 MISC RECEIPTS AND REFUNDS 10067 10067 10067 2281200 60956 152747 1364700 1364700 89375 37029 26175 26171 355127 128666 129285 97176 14691 2369 7469 4853 44471 17599 15116 11756 35040 11932 14257 8851 18950 18950 24769 24769 7669 690 5660 1319 99065 41864 20055 37146 24845 8866 9008 6971 35235 11102 13725 10408 12745 8045 2241 2459 35312 23274 3125 8913 24722 6422 12199 6101 21241 6734 8262 6245 4889 1006 3048 835 AWARDS 5696 2593 1925 1178 MEMBERSHIP 2000 586 561 853 MISCELLANEOUS 1788 718 542 528 2222330 1674195 316372 231763 200 200 1131757 1443322 705205 666776 9008 28787 736101 353764 402589 382337 3586880 3480834 1531 850 5837170 6003106 45382 94710 10461 3682 194269 194199 250112 292591 X 3387242 3503610 806542 803624 1393274 1403281 5587058 5710515 5837170 6003106 58870 70489 -5902 X false true true false X 3235238 2160861 2109709 2396601 2067497 11969906 3235238 2160861 2109709 2396601 2067497 11969906 11969906 134439 110982 106055 117779 97640 566895 16394 27714 14506 43920 41477 144011 12680812 10067 0.94390 0.94100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3247354 10354 259275 166429 24757 3325797 3209619 226190 -18917 148399 21139 3247354 2814906 5373 533296 123937 20019 3209619 2481118 93733 373693 115514 18124 2814906 2058918 633390 -102553 91479 17158 2481118 0.59260 0.40740 false false 68000 68000 477861 185146 292715 190240 168618 21622 382337 DONOR CHOICE CONTRIBUTIONS PAYABLE 194199 194199 2158014 70489 5007 75496 2082518 198682 198682 2281200 2034557 2034557 187773 187773 2222330 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 SPECIAL EVENTS 41477 41477 757 13072 19608 41477 41477 757 13072 19608 33437 8040 true 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 28 ADDITIONAL INFORMATION 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. 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 X 8 54281 CURRENT TRADING VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B USED A BROKER TO SELL SECURITIES DONATED 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