2014-12-15T13:50:20-06:00 2014-06-30 BDO USA LLP 1111 BRICKELL AVENUE SUITE 2801 MIAMI FL 33131 990 2013-07-01 590624402 United Way of Broward County Inc % THOMAS J WATSON UNIT 9544624850 1300 South Andrews Avenue Suite Fort Lauderdale FL 33316 THOMAS J WATSON OFFICER 9544624850 2014-12-01 true Josephine Scott P00444367 9544624850 2013 2015-11-30 17:44:51Z THOMAS J WATSON 1300 South Andrews Avenue Fort Lauderdale FL 33316 15962743 false X WWW.UNITEDWAYBROWARD.ORG X 1976 FL To improve the lives of Broward County Residents by providing services that help children succeed and improve the general health and wellness of community members. 20 20 57 1000 0 12674936 13831757 0 0 673084 286240 374418 182768 13722438 14300765 7351583 9580522 0 0 3471436 3895536 0 0 1599081 3247356 1338743 14070375 14814801 -347937 -514036 13634122 12963547 8889478 8056431 4744644 4907116 TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFICANT LASTING CHANGE IN THE COMMUNITY IMPACT AREAS OF EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS FOR A BETTER LIFE - WHICH POSITIVELY IMPACTS PEOPLE'S LIVES. false false 7921688 5210198 SEE SCHEDULE O ATTACHMENT 3267151 2943137 SUBSTANCE ABUSE PREVENTION AND TREATMENT PROGRAMS THAT PROMOTE HEALTHY AND DRUG FREE LIVING IN BROWARD COUNTY 1427187 1427187 DISTRIBUTIONS OF DONOR-DESIGNATED CONTRIBUTIONS TO 501(C)(3) HEALTH AND HUMAN SERVICE ORGANIZATIONS IN THE COUNTIES OF BROWARD, DADE AND PALM BEACH 12616026 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 8 0 true 57 true false false false false false true true false false false false X 20 20 false false false false false false false true true false false false true true true true true true true false FL X X X THOMAS J WATSON 9544624850 1300 SOUTH ANDREWS AVENUE FORT LAUDERDALE FL 33316 ANGEL ALVAREZ DIRECTOR 1.0 X 0 0 0 J DAVID ARMSTRONG JR DIRECTOR 1.0 X JOHN BENZ DIRECTOR 1.0 X COLIN BROWN DIRECTOR 1.0 X DENNIS HAAS DIRECTOR 1.0 X HOWARD DVORKIN DIRECTOR 1.0 X PAULINE GRANT DIRECTOR 1.0 X GEORGE HANBURY II PHD DIRECTOR 1.0 X KEN HETLAGE BOARD CHAIR 1.0 X CHUCK LAETSCH TREASURER 1.0 X LISA LUTOFF-PERLO DIRECTOR 1.0 X BILL MAHONEY DIRECTOR 1.0 X AUDREY MILLSAPS DIRECTOR 1.0 X CHARLES B MORTON JR DIRECTOR 1.0 X Richard Rhoads DIRECTOR 1.0 X Matt Shore Vice Chair 1.0 X Raymond Southern DIRECTOR 1.0 X Lynne Wines DIRECTOR 1.0 X Timothy C Leixner DIRECTOR 1.0 X ROBERT RUNCIE DIRECTOR 1.0 X JON FERRANDO DIRECTOR 1.0 X WALTER CROSSON DIRECTOR 1.0 X HOWARD BAKALAR CPO 40.0 X 149314 0 10466 KATHLEEN CANNON PRESIDENT AND CEO 40.0 0.0 X 200643 0 11172 DANIEL KEARNS COO 40.0 X 140510 0 16107 490467 0 37745 3 false true false 0 1533008 12298749 245414 13831757 0 224055 224055 0 0 0 0 0 1309444 1247259 62185 62185 62185 445657 414719 30938 30938 0 0 OTHER INCOME 151830 151830 151830 14300765 469008 9580522 9580522 0 0 0 490467 325530 27483 137454 0 2673560 1774480 149814 749266 137828 90966 8270 38592 342632 138268 77175 127189 251049 142903 29053 79093 0 0 70280 29863 30275 10142 0 0 61732 61732 112701 47889 48548 16264 218188 40955 3942 173291 108700 64909 7628 36163 0 0 79705 35867 19926 23912 68925 25210 17964 25751 0 156912 67325 30091 59496 0 138530 88130 13012 37388 66424 29891 16606 19927 74102 37313 20959 15830 EQUIPMENT RENTAL & MAINTENANCE 108441 65399 8540 34502 OTHER 54782 18470 26947 9365 POSTAGE & SHIPPING 19321 12136 1729 5456 14814801 12616026 599694 1599081 2226381 717485 0 0 4354252 4759817 0 0 0 0 0 0 0 0 0 0 81464 107772 3100383 2538614 429248 561769 5249375 5556401 0 0 0 0 0 0 1293402 1260303 13634122 12963547 1529746 1868415 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7359732 6188016 8889478 8056431 X 3044881 3167205 699136 739284 1000627 1000627 4744644 4907116 13634122 12963547 X -514036 676508 X false true X true true true X 10867488 11130271 12977788 12674936 13831757 61482240 0 0 10867488 11130271 12977788 12674936 13831757 61482240 0 61482240 -65983 239387 145255 166790 224055 709504 0 0 62191744 0.98859 0.99135 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2588125 243885 6174 2825836 2463688 134043 9606 2588125 2145958 285001 41518 0 8789 0 2463688 1745036 206104 201805 0 6987 0 2145958 1587415 49600 131711 0 23690 0 1745036 0.64600 0.35400 true false 76900 76900 1589736 1222223 367513 1433747 1316391 117356 561769 OTHER RECEIVABLES 0 BENEFICIAL INTEREST 1260303 1260303 0 APPROVED ALLOCATIONS PAYABLE 5707229 DONOR DESIGNATIONS PAYABLE 441235 DEFERRED REVENUE 39552 6188016 X 13488354 676508 676508 12811846 61732 1427187 1488919 14300765 13325882 13325882 61732 1427187 1488919 14814801 SCHEDULE D, PAGE 3, PART X, LINE 2, FIN 48 (ASC 740) FOOTNOTE United Way is a non-profit corporation whose revenues are derived from contributions and other fund-raising activities and is not subject to federal or state income taxes. United Way is exempt from Federal income taxes under section 501(c)(3) of the Internal Revenue Code of 1986, except for any income that may be a result of unrelated business transactions. United Way is required under GAAP to recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. United Way does not believe that it has any material uncertain tax positions and accordingly has not recognized any liability for unrecognized tax benefits. United Way has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, United Way has filed Internal Revenue Service Form 990 tax returns as required and all other applicable returns in those jurisdictions where it is required. United Way believes that it is no longer subject to U.S. federal, state and local, or non-U.S. income tax examinations by tax authorities for years before 2011. However, United Way is still open to examination by taxing authorities from fiscal year 2011 forward. No interest or penalties have been recorded in the financial statements related to any uncertain tax positions. SCHEDULE D , PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS The United Way of Broward County intends to use the endowment funds which were designated by the Board of Directors for a variety of purposes to fulfill the organization's mission. SCHEDULE D, PAGE 4, PARTS XI LINE 4B & XII LINE 4B DONOR DESIGNATIONS ARE REDUCED FROM INCOME IN THE AUDITED FINANCIAL STATEMENTS. HOWEVER, DONOR DESIGNATIONS ARE NOT DEDUCTED FROM INCOME ON FORM 990 IN THE AMOUNT OF $1,427,187. Mayors Gala 255630 255630 201484 Wine, women, Sh 74613 74613 60838 4 115414 115414 152397 445657 445657 414719 414719 30938 true ACHIEVEMENT AND REHABILITATION CENTERS INC 10250 NW 53RD STREET SUNRISE FL 33351 590809623 501(c)(3) 202760 GENERAL SUPPORT American Red Cross Broward County Chapter 6710 W Sunrise Blvd Suite 111 Plantation FL 33313 590683253 501(c)(3) 210000 GENERAL SUPPORT ASPIRA of Florida Inc 4100 NE 2nd Avenue Suite 302 Miami FL 33137 592105537 501(c)(3) 16862 GENERAL SUPPORT Big BrothersBig Sisters of Broward Inc 4100 NE 2nd Avenue Suite 302 Miami FL 33137 591507595 501(c)(3) 90000 GENERAL SUPPORT Boys & Girls Clubs of Broward County Inc 877 NW 61ST STREET Fort Lauderdale FL 33309 591108790 501(c)(3) 75754 GENERAL SUPPORT Broward Children's Center Inc 200 SE 19TH AVENUE POMPANO BEACH FL 33060 591378244 501(c)(3) 10000 GENERAL SUPPORT Broward Partnership for the Homeless Inc 650777033 501(c)(3) 24000 GENERAL SUPPORT Broward Regional Health Planning Council Inc 915 MIDDLE RIVER DRIVE FORT LAUDERDALE FL 33311 592274772 501(c)(3) 90000 GENERAL SUPPORT Catholic Charities - Broward Office 9401 BISCAYNE BLVD SUITE 120 Fort Lauderdale FL 33304 651279497 501(c)(3) 27630 GENERAL SUPPORT Community Foundation of Broward 1405 NW 10th Street MIAMI SHORES FL 33138 592477112 501(c)(3) 40000 GENERAL SUPPORT Children's Harbor Inc 19425 SW 58th Manor Dania Beach FL 33004 311471766 501(c)(3) 40000 GENERAL SUPPORT Children's Diagnostic & Treatment Center 1401 SOUTH FEDERAL HIGHWAY Pembroke Pines FL 33332 651026739 501(c)(3) 16250 GENERAL SUPPORT Covenant House 733 BREAKERS AVENUE Fort lauderdale FL 33311 592323607 501(c)(3) 18750 GENERAL SUPPORT Episcopal Mental Health MinistriesSt Laurence Ch 1698 BLOUNT ROAD FORT LAUDERDALE FL 33304 650133444 501(c)(3) 12500 GENERAL SUPPORT Family Central Inc 840 SW 81st Ave POMPANO BEACH FL 33069 591487190 501(c)(3) 504524 GENERAL SUPPORT First Call for Help of Broward Inc 3217 NW 10th Terrace Suite 307 North Lauderdale FL 33068 650589294 501(c)(3) 260000 GENERAL SUPPORT Gilda's Club South Florida 119 Rose Dive Fort Lauderdale FL 33309 650528626 501(c)(3) 5175 GENERAL SUPPORT Healthy Mothers-Healthy Babies Coalition of Browar 1100 W State Road 84 2nd Floor North Lauderdale FL 33068 650161493 501(c)(3) 51250 GENERAL SUPPORT Helping Abused Neglected Disadvantaged Youth Inc 501 NE 8th Street Fort Lauderdale FL 33315 592507617 501(c)(3) 50000 GENERAL SUPPORT Henderson Mental Health Center Inc 4740 N State Road 7 Fort Lauderdale FL 33308 590711167 501(c)(3) 97875 GENERAL SUPPORT Hispanic Unity of Florida Inc 5840 Johnson Street Lauderdale Lakes FL 33319 592230272 501(c)(3) 85000 GENERAL SUPPORT IDA 560 NW 27 Ave Hollywood FL 33021 591564384 501(c)(3) 1556124 GENERAL SUPPORT Jewish Family Service Inc of Broward County 100 S Pine Island Road Suite 230 Fort Lauderdale FL 33311 590995106 501(c)(3) 72000 GENERAL SUPPORT Junior League of Greater Fort Lauderdale 704 SE 1st Street Plantation FL 33324 590932711 501(c)(3) 50000 GENERAL SUPPORT League for the Hard of HearingCenter for Hearing 2900 WEST CYPRESS CREEK ROAD Fort Lauderdale FL 33301 131624127 501(c)(3) 12000 GENERAL SUPPORT Legal Aid Service of Broward County Inc 491 N State Road 7 Fort Lauderdale FL 33309 650161493 501(c)(3) 63000 GENERAL SUPPORT Lighthouse of Broward County Inc 650 N Andrews Avenue Plantation FL 33317 591650909 501(c)(3) 58750 GENERAL SUPPORT NE Focal Point CASA Inc 227 NW 2nd Street Oakland Park FL 33311 590816448 501(c)(3) 37880 GENERAL SUPPORT Salvation Army - Broward County 1445 W Broward Blvd Dania Beach FL 33004 580660607 501(c)(3) 25000 GENERAL SUPPORT Second Chance Society Inc 1835 SE 4th Avenue Fort Lauderdale FL 33312 592414492 501(c)(3) 45000 GENERAL SUPPORT Starting Place Inc 351 NORTH STATE ROAD 7 Coconut Creek FL 33073 237047895 501(c)(3) 13750 GENERAL SUPPORT SunServeSunshine Social Services 2312 WILTON DRIVE PLANTATION FL 33317 010582371 501(c)(3) 18500 GENERAL SUPPORT Susan B Anthony Center Inc 1633 Poinciana Drive WILTON MANORS FL 33305 650583089 501(c)(3) 128250 GENERAL SUPPORT TaskForce Fore Ending Homelessness Inc 730 N Andrews Avenue Pembroke Pines FL 33025 412110971 501(c)(3) 40000 GENERAL SUPPORT Women In Distress of Broward County Inc PO Box 676 St Petersburg FL 33731 591592524 501(c)(3) 55636 GENERAL SUPPORT YMCA of Broward County Florida Inc 1830 W Broward Blvd Pompano Beach FL 33060 590624463 501(c)(3) 59000 GENERAL SUPPORT URBAN LEAGUE OF BROWARD COUNTY INC 11 NW 36th Avenue Fort Lauderdale FL 33312 591564384 501(c)(3) 122000 GENERAL SUPPORT Woodhouse Inc 1001 NE 3rd Avenue Pompano Beach FL 33060 592011016 501(C)(3) 6900 GENERAL SUPPORT College Summit 6101 Blue Lagoon Dr Ste 430 Miami FL 33126 522007028 501(c)(3) 50000 GENERAL SUPPORT HOMES 690 NE 13TH STREET STE 102 FORT LAUDERDALE FL 33304 650870180 501(c)(3) 50000 GENERAL SUPPORT Firewall Ministries 13044 SPRING LAKE DR COOPER CITY FL 33330 061704451 501(C)(3) 30000 GENERAL SUPPORT Lifenet 4 Families 1 NW 33RD TERRACE FORT LAUDERDALE FL 33311 592696451 501(C)(3) 93000 GENERAL SUPPORT Jack and Jill Children's Center 1315 W BROWARD BLVD FORT LAUDERDALE FL 33312 590637870 501(C)(3) 55000 GENERAL SUPPORT Center of Independent Living 4800 N STATE ROAD 7 BIDG F STE 102 FORT LAUDERDALE FL 33319 650292125 501(C)(3) 43700 GENERAL SUPPORT Impact Broward 4701 NW 33RD AVE FORT LAUDERDALE FL 33309 591297932 501(C)(3) 177750 GENERAL SUPPORT St Ambrose Episcopal Church 2250 SW 31ST AVE FORT LAUDERDALE FL 33312 596019046 501(C)(3) 35000 GENERAL SUPPORT HOPE South Florida 1232 NE 26TH STREET WILTON MANORS FL 33305 650670031 501(C)(3) 63000 GENERAL SUPPORT Hands on Broward 6600 W COMMERCIAL BLVD LAUDERHILL FL 33319 591506570 501(C)(3) 25000 GENERAL SUPPORT Childnet 313 N STATE RD 7 PLANTATION FL 33317 651149351 501(C)(3) 37000 GENERAL SUPPORT Museum of Discovery & Science 401 SW 2nd Street FtLauderdale FL 33312 591709542 501(c)(3) 139876 GENERAL SUPPORT Junior Achievement of South Florida 1130 Coconut Creek Blvd Coconut Creek FL 33066 590871446 501(c)(3) 63752 GENERAL SUPPORT Broward County Commission 200 SE 6th Street Suite 502 Ftlauderdale FL 33301 591383875 501(c)(3) 20000 GENERAL SUPPORT City of Ft Lauderdale 100 North Andrews Avenue Ft Lauderdale FL 33301 596000319 501(c)(3) 30000 GENERAL SUPPORT SCHEDULE I, PAGE 1, PART I LINE 2 SUPPLEMENTAL INFORMATION ALL FUNDED AGENCIES ARE REQUIRED TO SUBMIT A QUARTERLY PROGRAM ACTIVITY REPORT WHICH REPORTS PROGRAM OUTPUTS SUCH AS CLIENTS SERVED, CLIENT SUCCESS STORIES AND OTHER CLIENT DEMOGRAPHICS. AGENCIES CURRENTLY ARE SUBMITTING MONTHLY REQUESTS FOR FUNDS IN ADDITION TO THE QUARTERLY PROGRAM ACTIVITY REPORT. X X false false false false false false false false false HOWARD BAKALAR CPO 149314 0 0 0 0 0 0 0 10466 0 159780 0 0 0 KATHLEEN CANNON PRESIDENT AND CEO 193493 0 0 0 7150 0 0 0 11172 0 211815 0 0 0 DANIEL KEARNS COO 140510 0 0 0 0 0 0 0 16107 0 156617 0 0 0 X 11 245414 stock exchange value false false false FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF BROWARD COUNTY WORKS WITH OUR PARTNER AGENCIES TO PROVIDE SUPPORT SERVICES TO OUR FIVE FOCUS AREAS; IMPROVING PEOPLE'S HEALTH, YOUTH SUCCESS, FINANCIAL STABILITY EMERGENCY NEEDS AND MISSION UNITED. HEALTH INITIATIVES ENSURE PEOPLE HAVE THE OPPORTUNITY TO ACHIEVE OPTIMAL HEALTH THROUGH BETTER ACCESS TO HEALTH CARE. YOUTH SUCCESS - HELPING CHILDREN AND YOUTH ACHIEVE THEIR GREATEST POTENTIAL THROUGH EARLY LEARNING AND LEADERSHIP PROGRAMS. SEVERAL OF OUR PARTNER AGENCIES WORK WITH BROWARD RESIDENTS TO TEACH THEM AND EMPOWER THEM EARN A BETTER INCOME AND TO GROW ASSETS. FORM 990, PAGE 2, PART III, LINE 4A (CONTINUED) FUNDED BY PRIVATE GRANTS AND UNITED WAY, PROJECT LIFELINE ASSISTS BROWARD FAMILIES BY MAKING BULK PURCHASING AVAILABLE TO MORE THAN 25 FOOD BANKS ALLOWING THEM TO OFFER MORE EXPENSIVE NUTRITIOUS FOOD TO THOSE IN NEED. MISSION UNITED IS A CRITICAL PROGRAM SUPPORTING US MILITARY SERVICE MEMBERS, VETERANS AND THEIR FAMILIES BY HELPING THEM RE-ACCLIMATE TO CIVILIAN LIFE. KEY FOCUS AREAS INCLUDE EMPLOYMENT, EDUCATION, HEALTH, LEGAL ASSISTANCE, EMERGENCY FINANCIAL AID AND HOUSING. FORM 990, PAGE 6, PART VI, SECTION B POLICIES LINE 11 AN INITIAL DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT, CFO AND CONTROLLER FOR ACCURACY BEFORE THE FORM IS FILED. THE APPROVED DRAFT OF THE FORM 990 IS SUBSEQUENTLY PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. FORM 990, PAGE 6, PART VI, SECTION B POLICIES, LINE 12C THE TAX EXEMPT ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING AND DISCUSSING THE REQUIRED DISCLOSURE FORMS AT THE BOARD MEETING. EACH TRUSTEE, DIRECTOR, OFFICER AND KEY EMPLOYEE IS THEN REMINDED OF THE DISCLOSURE REQUIREMENTS AND REQUIRED TO UPDATE THE EXEMPT ORGANIZATION IF A CONFLICT ARISES. FORM 990, PAGE 6, PART VI, SECTION B POLICIES, LINE 15A & 15B COMPENSATION TO CEO, EXECUTIVE DIRECTORS, TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA FROM SIMILAR-SIZED UNITED WAY ORGANIZATIONS AVAILABLE THROUGH UNITED WAY WORLDWIDE. FORM 990, PAGE 6, PART VI, SECTION C DISCLOSURE, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE (WWW.UNITEDWAYBROWARD.ORG).