UNITED WAY OF MARION CO INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARION CO INC (EIN 59-0946642)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-24
- IRS object ID
- 201422979349300512
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-24T10:17:25-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592032210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIPPEN TRICE FORD TORRES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| 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 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590946642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARION COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3527329696 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT QUINTEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3527329696 | PhoneNum |
| Signature | 2014-10-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM L TRICE | PreparerPersonNm |
| PTIN | P00292820 | PTIN |
| Phone | 3527324260 | PhoneNum |
| Preparation | 2014-10-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOT QUINTEL | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,834,845 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWMC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 900 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,067,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,032,413 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $195,596 | PYInvestmentIncomeAmt |
| CY Investment Income | $429,064 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,107 | PYOtherRevenueAmt |
| CY Other Revenue | $34,949 | CYOtherRevenueAmt |
| PY Total Revenue | $2,281,200 | PYTotalRevenueAmt |
| CY Total Revenue | $2,496,426 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,364,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,375,740 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $538,704 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $462,193 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,429 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $318,926 | PYOtherExpensesAmt |
| CY Other Expenses | $429,763 | CYOtherExpensesAmt |
| PY Total Expenses | $2,222,330 | PYTotalExpensesAmt |
| CY Total Expenses | $2,267,696 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $58,870 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $228,730 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,003,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,223,887 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $292,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $234,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,710,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,989,619 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,375,740 | ExpenseAmt |
| Grant | $1,375,740 | GrantAmt |
| Desc | UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME AND HEALTH. IN 2013-2014, INVESTMENTS WERE MADE TO FUND 23 PROGRAMS AT 19 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 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. WE COMPLETED TWO YEARS OF OUR READINGPALS INITIATIVE RECRUITING AND ENGAGING 225 VOLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $292,854 | ExpenseAmt |
| Desc | FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOME TAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVE PERMANENT SITES, WHERE 2,020 TAX RETURNS AND BROUGHT 967,473 BACK TO MARION COUNTY IN EARNED INCOME TAX CREDITS. 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 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 APPROXIMATELY 30% TO OUR RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,707 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,597 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $38,597 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,737,898 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOT QUINTEL | PersonNm |
| Phone | 3527329696 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SAMUEL WILLIAMS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS DAY | ||||||
| VC - INCOME | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY EWERS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE FONTAINE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL SCHUCK | ||||||
| CHAIR-CAMPAI | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DEWEY | ||||||
| VC RESOURCE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BLAIR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM FALANGA | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG GRAHAM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BRADY | ||||||
| COMMUNITY IM | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE SHEALY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IRE BETHEA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JAMES HENNINGSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL D'AIUTO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN L DOZIER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MANAL FAKHOURY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GREINER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR NATHAN GROSSMAN | ||||||
| VC HEALTH CO | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK HILLESLAND | ||||||
| VC STRATEGIC | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIRK LEEWARD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE LEWIS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CLARK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SUE RICH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED SCHATT | ||||||
| VC - EDUCATI | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SHEALY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM ALSOBROK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GOFF | ||||||
| CHAIR ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY JUDKINS | ||||||
| VC PR & MARK | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WALLACE WATFORD | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DON UMPLEBY | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN P LEITGEB | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY MCVAY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSEMARY MESA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN QUINLAN | ||||||
| PRESIDENT | 40.00 | $67,811 | $0 | $6,074 | Yes (X) | |
| DIANE NGUYEN | ||||||
| VP FINANCE | 40.00 | $22,900 | $0 | $277 | Yes (X) | |
| NATALIYA DOVE | ||||||
| VP OF FINANC | 40.00 | $7,356 | $0 | $0 | Yes (X) | |
| SCOT QUINTEL | ||||||
| PRESIDENT | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,067 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,351 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $32,640 | GovernmentGrantsAmt |
| All Other Contributions | $1,999,773 | AllOtherContributionsAmt |
| Noncash Contributions | $12,623 | NoncashContributionsAmt |
| Total Contributions | $2,032,413 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,852 | TotalRevenueColumnAmt |
| Exclusion | $73,852 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,597,469 | SecuritiesAmt |
| Other | $64,134 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,306,391 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $291,078 | SecuritiesAmt |
| Other | $64,134 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $355,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $291,078 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $64,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,038 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $32,028 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10 | TotalRevenueColumnAmt |
| Exclusion | $10 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC RECEIPTS AND REFUNDS | Desc |
| Total Revenue Column | $34,939 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,939 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,939 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,496,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $326,017 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $137,996 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,375,740 | TotalAmt |
| Program Services | $1,375,740 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,236 | TotalAmt |
| Program Services | $28,543 | ProgramServicesAmt |
| Management And General | $27,510 | ManagementAndGeneralAmt |
| Fundraising | $30,183 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,821 | TotalAmt |
| Program Services | $158,533 | ProgramServicesAmt |
| Management And General | $72,003 | ManagementAndGeneralAmt |
| Fundraising | $76,285 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,848 | TotalAmt |
| Program Services | $16,983 | ProgramServicesAmt |
| Management And General | $10,402 | ManagementAndGeneralAmt |
| Fundraising | $10,463 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,288 | TotalAmt |
| Program Services | $13,993 | ProgramServicesAmt |
| Management And General | $9,451 | ManagementAndGeneralAmt |
| Fundraising | $7,844 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,950 | TotalAmt |
| Management And General | $20,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,596 | TotalAmt |
| Management And General | $25,596 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,814 | TotalAmt |
| Program Services | $15,252 | ProgramServicesAmt |
| Management And General | $17,616 | ManagementAndGeneralAmt |
| Fundraising | $54,946 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,179 | TotalAmt |
| Program Services | $38,042 | ProgramServicesAmt |
| Management And General | $22,886 | ManagementAndGeneralAmt |
| Fundraising | $38,251 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,288 | TotalAmt |
| Program Services | $8,031 | ProgramServicesAmt |
| Management And General | $9,402 | ManagementAndGeneralAmt |
| Fundraising | $7,855 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,997 | TotalAmt |
| Program Services | $13,189 | ProgramServicesAmt |
| Management And General | $15,718 | ManagementAndGeneralAmt |
| Fundraising | $13,090 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,107 | TotalAmt |
| Program Services | $5,205 | ProgramServicesAmt |
| Management And General | $4,480 | ManagementAndGeneralAmt |
| Fundraising | $2,422 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,315 | TotalAmt |
| Program Services | $48,091 | ProgramServicesAmt |
| Management And General | $2,785 | ManagementAndGeneralAmt |
| Fundraising | $8,439 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,413 | TotalAmt |
| Program Services | $7,285 | ProgramServicesAmt |
| Management And General | $9,638 | ManagementAndGeneralAmt |
| Fundraising | $7,490 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,216 | TotalAmt |
| Program Services | $5,241 | ProgramServicesAmt |
| Management And General | $5,813 | ManagementAndGeneralAmt |
| Fundraising | $5,162 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,926 | TotalAmt |
| Program Services | $1,317 | ProgramServicesAmt |
| Management And General | $3,528 | ManagementAndGeneralAmt |
| Fundraising | $1,081 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AWARDS | $4,935 | $1,481 | $795 | $2,659 |
| MISCELLANEOUS | $4,312 | $415 | $3,610 | $287 |
| MEMBERSHIP | $1,715 | $557 | $186 | $972 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,696 | TotalAmt |
| Program Services | $1,737,898 | ProgramServicesAmt |
| Management And General | $262,369 | ManagementAndGeneralAmt |
| Fundraising | $267,429 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,443,322 | BOYAmt |
| EOY | $1,625,878 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,776 | BOYAmt |
| EOY | $630,075 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,787 | BOYAmt |
| EOY | $18,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $730,349 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $361,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,337 | BOYAmt |
| EOY | $368,796 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,834 | BOYAmt |
| EOY | $3,579,258 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850 | BOYAmt |
| EOY | $850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,003,106 | BOYAmt |
| EOY | $6,223,887 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,710 | BOYAmt |
| EOY | $40,329 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682 | BOYAmt |
| EOY | $6,319 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,199 | BOYAmt |
| EOY | $187,620 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,591 | BOYAmt |
| EOY | $234,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,503,610 | BOYAmt |
| EOY | $3,799,615 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $803,624 | BOYAmt |
| EOY | $779,437 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,403,281 | BOYAmt |
| EOY | $1,410,567 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,710,515 | BOYAmt |
| EOY | $5,989,619 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,003,106 | BOYAmt |
| EOY | $6,223,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $228,730 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,888 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,514 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,160,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,109,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,396,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,067,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,032,413 | CurrentTaxYearAmt |
| Total | $10,767,081 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,160,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,109,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,396,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,067,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,032,413 | CurrentTaxYearAmt |
| Total | $10,767,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $10,767,081 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,852 | CurrentTaxYearAmt |
| Total | $506,308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,038 | CurrentTaxYearAmt |
| Total | $159,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,433,044 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,939 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME-SPONSORSHIPS & 127,617 NON CAMPAIGN ADMINISTRATIVE FEES 0 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,325,797 | BeginningYearBalanceAmt |
| Contributions | $5,855 | ContributionsAmt |
| Investment Earnings Or Losses | $476,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $176,121 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25,364 | AdministrativeExpensesAmt |
| End Year Balance | $3,606,532 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,247,354 | BeginningYearBalanceAmt |
| Contributions | $10,354 | ContributionsAmt |
| Investment Earnings Or Losses | $259,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $166,429 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,757 | AdministrativeExpensesAmt |
| End Year Balance | $3,325,797 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,209,619 | BeginningYearBalanceAmt |
| Contributions | $226,190 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,917 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $148,399 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,139 | AdministrativeExpensesAmt |
| End Year Balance | $3,247,354 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,814,906 | BeginningYearBalanceAmt |
| Contributions | $5,373 | ContributionsAmt |
| Investment Earnings Or Losses | $533,296 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $123,937 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,019 | AdministrativeExpensesAmt |
| End Year Balance | $3,209,619 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,481,118 | BeginningYearBalanceAmt |
| Contributions | $93,733 | ContributionsAmt |
| Investment Earnings Or Losses | $373,693 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $115,514 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,124 | AdministrativeExpensesAmt |
| End Year Balance | $2,814,906 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37710 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,000 | OtherCostOrOtherBasisAmt |
| Book Value | $68,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $477,861 | OtherCostOrOtherBasisAmt |
| Depreciation | $197,529 | DepreciationAmt |
| Book Value | $280,332 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $164,024 | DepreciationAmt |
| Book Value | $20,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $368,796 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR CHOICE CONTRIBUTIONS PAYABLE | Desc |
| Amt | $187,620 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $187,620 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,366,087 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $58,888 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,285 | OtherRevenueAmt |
| Revenue Not Reported | $66,173 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,299,914 | RevenueSubtotalAmt |
| Other Revenues Not Included | $196,512 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $196,512 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,496,426 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,086,983 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,086,983 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $180,713 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $180,713 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,267,696 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 7,285 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN 196,512 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR CHOICE ALLOCATIONS PAID 180,713 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPECIAL EVENTS | NameOfEvent1Amt |
| Gross Receipts Event1 | $32,038 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,038 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $200 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $11,063 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $20,765 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $32,038 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $32,038 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $200 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $11,063 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,765 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,028 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ANNIE JOHNSON SENIOR SERVICE CENTER | |||||||
| PO BOX 1951 | DUNNELLON | FL | 34430 | 592757655 | 3 | $31,169 | FOOD, RENT & UTIL. |
| ANNIE JOHNSON SENIOR SERVICE CENTER | |||||||
| P O BOX 1951 | DUNNELLON | FL | 34430 | 592757655 | 3 | $6,433 | UTILITIES |
| ARC- MARION INC | |||||||
| 2800 SE MARICAMP ROAD | OCALA | FL | 34471 | 592217524 | 3 | $37,580 | SALARIES |
| BOYS & GIRLS CLUB OF MARION COUNTY | |||||||
| 800 SW 12 STREET | OCALA | FL | 34471 | 591172127 | 3 | $82,333 | GENERAL SUPPORT |
| BROTHER'S KEEPERDIOCESE OF ORLANDO | |||||||
| 5 SE 17TH STREET | OCALA | FL | 34471 | 591404508 | 3 | $18,000 | UTILITIES |
| COMMUNITY LEGAL SERVICES OF MID-FL | |||||||
| 1610 SE 36TH AVENUE | OCALA | FL | 34471 | 591156260 | 3 | $26,284 | SALARIES |
| COMMUNITY OF GRATITUDE | |||||||
| PO BOX 2021 | OCKLAWAHA | FL | 32183 | 300025921 | 3 | $12,209 | FOOD & GENERAL SUPP. |
| EARLY LEARNING COALITION OF MARION | |||||||
| 3304 SE LAKE WEIR AVENUE | OCALA | FL | 34471 | 593627759 | 3 | $134,340 | MATCH, SUCCESS BY 6 |
| FIFTH CIRCUIT PUBLIC GUARDIAN CORP | |||||||
| 500 NE 8TH AVENUE | OCALA | FL | 34470 | 593706138 | 3 | $30,380 | SALARY |
| HEART OF FLORIDA HEALTH CENTER | |||||||
| 1025 SW 1ST AVENUE | OCALA | FL | 34471 | 590808854 | 3 | $87,211 | DENTAL SALARY & SUPP |
| HEART OF FLORIDA UNITED WAY2-1-1 | |||||||
| 1940 TRAYLOR BLVD | ORLANDO | FL | 32804 | 590808854 | 3 | $95,481 | INFORMATION & REFER |
| INTERFAITH EMERGENCY SERVICES | |||||||
| PO BOX 992 | OCALA | FL | 34478 | 592349840 | 3 | $5,529 | GENERAL SUPPORT |
| MARION COUNTY CHILDREN'S ADVOCACY C | |||||||
| 2800 NE 14 STREET | OCALA | FL | 34470 | 593575631 | 3 | $62,786 | GENERAL SUPPORT |
| MARION COUNTY FAMILY YMCA | |||||||
| 3200 SE 17 STREET | OCALA | FL | 34471 | 590624430 | 3 | $19,099 | GENERAL SUPPORT |
| MARION COUNTY LITERACY COUNCIL | |||||||
| 110 E SILVER SPRINGS BLVD | OCALA | FL | 34476 | 600000676 | 3 | $41,803 | GENERAL SUPPORT |
| MARION SENIOR SERVICES | |||||||
| 1644 NE 22 AVENUE | OCALA | FL | 34470 | 237362750 | 3 | $105,441 | GENERAL SUPPORT |
| OCALA HOUSING AUTHORITY | |||||||
| 1629 NW 4TH ST | OCALA | FL | 34475 | 591499684 | 3 | $30,033 | GENERAL SUPPORT |
| PACE CENTER FOR GIRLS | |||||||
| 328 NE 1ST AVENUE | OCALA | FL | 34470 | 592414492 | 3 | $32,735 | SALARIES |
| PUBLIC ASSISTANCE TRUST FUND | |||||||
| 2641 N MAGNOLIA AVENUE | OCALA | FL | 34474 | 320242055 | 3 | $6,549 | GENERAL SUPPOR |
| ST THERESA'S SOCIAL SERVICES | |||||||
| 11528 SE HIGHWAY 301 | BELLEVIEW | FL | 34420 | 591675277 | 3 | $8,464 | UTILITIES |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 7801 SE US HIGHWAY 42 | SUMMERFIELD | FL | 34491 | 592948683 | 3 | $10,057 | UTILITIES |
| THE SALVATION ARMY | |||||||
| 320 NW 1ST AVENUE | OCALA | FL | 34478 | 580660607 | 3 | $96,302 | FOOD, UTIL., SALARY |
| THE SALVATION ARMY | |||||||
| 320 NW 1ST AVENUE | OCALA | FL | 34478 | 580660607 | 3 | $11,633 | UTILITIES |
| UNITED WAY OF LAKE & SUMTER COUNTIE | |||||||
| 320 WEST OAK TERRACE DRIVE | LEESBURG | FL | 34748 | 591143758 | 3 | $6,096 | GENERAL SUPPORT |
| SHEPHERD'S LIGHTHOUSE | |||||||
| 5930 SE ROBINSON ROAD | BELLEVIEW | FL | 34420 | 481288332 | 3 | $21,062 | SHELTER |
| ARNETTE HOUSE | |||||||
| 2310 NE 24TH STREET | OCALA | FL | 34470 | 592119445 | 3 | $32,112 | FAMILY COUNSELING |
| CHILDHOOD DEVELOPMENT SERVICES | |||||||
| 1601 NE 25TH AVE SUITE 900 | OCALA | FL | 34470 | 591262700 | 3 | $81,332 | HEADSTART PROGRAM |
| CHILDREN'S HOME SOCIETY | |||||||
| 5950 NW 1ST PLACE SUITE A | GAINESVILLE | FL | 32607 | 590192430 | 3 | $18,498 | HEALTHY FAMILIES |
| CREATIVE SERVICES | |||||||
| PO BOX 2193 | OCALA | FL | 34478 | 591876422 | 3 | $155,912 | GENERAL SUPPORT |
| COLLEGE OF CENTRAL FLORIDA FOUND | |||||||
| 3001 SW COLLEGE ROAD | OCALA | FL | 34474 | 596139037 | 3 | $15,566 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| VARIOUS BOARD MEMBERS | ||
| BOARD MEMBER | ON BOARD OF AGENCY | false |
| VARIOUS BOARD MEMBERS | ||
| BOARD MEMBER | SPOUSES | false |
| VARIOUS BOARD MEMBERS | ||
| BOARD MEMBER | WORK TOGETHER | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4B | APPROXIMATELY 30% TO OUR RESIDENTS. |
| 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. |
| FORM 990, PAGE 6, PART VI, LINE 9 | MAUREEN QUINLAN DIANE NGUYEN |
| 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. 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 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, 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 EVALUATION, 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 7,285 DONOR CHOICE CONTRIBUTIONS SHOWN AS REVENUE ON TAX RETURN -196,512 DONOR CHOICE ALLOCATIONS PAID 180,713 |
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