2014-10-24T10:17:25-05:00 2014-06-30 592032210 CRIPPEN TRICE FORD TORRES LLP 1900 SE 18TH AVE OCALA FL 344718312 990 2013-07-01 590946642 UNITED WAY OF MARION COUNTY INC UNIT 3527329696 1401 NE SECOND STREET OCALA FL 34470 SCOT QUINTEL PRESIDENT 3527329696 2014-10-23 WILLIAM L TRICE P00292820 3527324260 2014-10-24 2013 2015-11-30 17:44:51Z SCOT QUINTEL 1401 NE SECOND STREET OCALA FL 34470 3834845 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 16 900 0 2067497 2032413 0 195596 429064 18107 34949 2281200 2496426 1364700 1375740 0 538704 462193 0 267429 318926 429763 2222330 2267696 58870 228730 6003106 6223887 292591 234268 5710515 5989619 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 1375740 1375740 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. 292854 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. 30707 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. 38597 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. 38597 1737898 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 false false false false false false false false false true 10 0 true 16 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 true false true true true true true true true true false FL X X SCOT QUINTEL 3527329696 1401 NE SECOND STREET OCALA FL 34470 SAMUEL WILLIAMS BOARD MEMBER 1.00 X 0 0 0 DOUGLAS DAY VC - INCOME 2.00 X 0 0 0 RANDY EWERS BOARD MEMBER 1.00 X 0 0 0 JANE FONTAINE BOARD MEMBER 1.00 X 0 0 0 PHIL SCHUCK CHAIR-CAMPAI 2.00 X 0 0 0 TOM DEWEY VC RESOURCE 1.00 X 0 0 0 CHRIS BLAIR BOARD MEMBER 1.00 X 0 0 0 TOM FALANGA CHAIR 2.00 X X 0 0 0 GREG GRAHAM BOARD MEMBER 1.00 X 0 0 0 DAVID BRADY COMMUNITY IM 2.00 X 0 0 0 JULIE SHEALY BOARD MEMBER 1.00 X 0 0 0 IRE BETHEA BOARD MEMBER 1.00 X 0 0 0 DR JAMES HENNINGSEN BOARD MEMBER 1.00 X 0 0 0 BILL D'AIUTO BOARD MEMBER 1.00 X 0 0 0 JOHN L DOZIER BOARD MEMBER 1.00 X 0 0 0 DR MANAL FAKHOURY BOARD MEMBER 1.00 X 0 0 0 MICHAEL GREINER BOARD MEMBER 1.00 X 0 0 0 DR NATHAN GROSSMAN VC HEALTH CO 2.00 X 0 0 0 JACK HILLESLAND VC STRATEGIC 2.00 X 0 0 0 DIRK LEEWARD BOARD MEMBER 1.00 X 0 0 0 ANGIE LEWIS BOARD MEMBER 1.00 X 0 0 0 PAUL CLARK BOARD MEMBER 1.00 X 0 0 0 MARY SUE RICH BOARD MEMBER 1.00 X 0 0 0 TED SCHATT VC - EDUCATI 2.00 X 0 0 0 JEFF SHEALY BOARD MEMBER 1.00 X 0 0 0 JIM ALSOBROK BOARD MEMBER 1.00 X 0 0 0 JOHN GOFF CHAIR ELECT 2.00 X X 0 0 0 KATHY JUDKINS VC PR & MARK 2.00 X 0 0 0 WALLACE WATFORD TREASURER 2.00 X X 0 0 0 DON UMPLEBY SECRETARY 2.00 X X 0 0 0 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 X 67811 0 6074 DIANE NGUYEN VP FINANCE 40.00 X 22900 0 277 NATALIYA DOVE VP OF FINANC 40.00 X 7356 0 0 SCOT QUINTEL PRESIDENT 40.00 X 0 0 0 98067 6351 false false false 32640 1999773 12623 2032413 73852 73852 1597469 64134 1306391 291078 64134 355212 291078 64134 32038 32028 10 10 MISC RECEIPTS AND REFUNDS 34939 34939 34939 2496426 326017 137996 1375740 1375740 86236 28543 27510 30183 306821 158533 72003 76285 37848 16983 10402 10463 31288 13993 9451 7844 20950 20950 25596 25596 87814 15252 17616 54946 99179 38042 22886 38251 25288 8031 9402 7855 41997 13189 15718 13090 12107 5205 4480 2422 59315 48091 2785 8439 24413 7285 9638 7490 16216 5241 5813 5162 5926 1317 3528 1081 AWARDS 4935 1481 795 2659 MISCELLANEOUS 4312 415 3610 287 MEMBERSHIP 1715 557 186 972 2267696 1737898 262369 267429 200 200 1443322 1625878 666776 630075 28787 18830 730349 361553 382337 368796 3480834 3579258 850 850 6003106 6223887 94710 40329 3682 6319 194199 187620 292591 234268 X 3503610 3799615 803624 779437 1403281 1410567 5710515 5989619 6003106 6223887 228730 58888 -8514 X false true true false X 2160861 2109709 2396601 2067497 2032413 10767081 2160861 2109709 2396601 2067497 2032413 10767081 10767081 110982 106055 117779 97640 73852 506308 27714 14506 43920 41477 32038 159655 11433044 34939 0.94180 0.94390 X PART II, LINE 10 OTHER INCOME-SPONSORSHIPS & 127,617 NON CAMPAIGN ADMINISTRATIVE FEES 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3325797 5855 476365 176121 25364 3606532 3247354 10354 259275 166429 24757 3325797 3209619 226190 -18917 148399 21139 3247354 2814906 5373 533296 123937 20019 3209619 2481118 93733 373693 115514 18124 2814906 0.62290 0.37710 false false 68000 68000 477861 197529 280332 184488 164024 20464 368796 DONOR CHOICE CONTRIBUTIONS PAYABLE 187620 187620 2366087 58888 7285 66173 2299914 196512 196512 2496426 2086983 2086983 180713 180713 2267696 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 SPECIAL EVENTS 32038 32038 200 11063 20765 32038 32038 200 11063 20765 32028 10 true ANNIE JOHNSON SENIOR SERVICE CENTER PO BOX 1951 DUNNELLON FL 34430 592757655 3 31169 FOOD, RENT & UTIL. ANNIE JOHNSON SENIOR SERVICE CENTER P O BOX 1951 DUNNELLON FL 34430 592757655 3 6433 UTILITIES ARC- MARION INC 2800 SE MARICAMP ROAD OCALA FL 34471 592217524 3 37580 SALARIES BOYS & GIRLS CLUB OF MARION COUNTY 800 SW 12 STREET OCALA FL 34471 591172127 3 82333 GENERAL SUPPORT BROTHER'S KEEPERDIOCESE OF ORLANDO 5 SE 17TH STREET OCALA FL 34471 591404508 3 18000 UTILITIES COMMUNITY LEGAL SERVICES OF MID-FL 1610 SE 36TH AVENUE OCALA FL 34471 591156260 3 26284 SALARIES COMMUNITY OF GRATITUDE PO BOX 2021 OCKLAWAHA FL 32183 300025921 3 12209 FOOD & GENERAL SUPP. EARLY LEARNING COALITION OF MARION 3304 SE LAKE WEIR AVENUE OCALA FL 34471 593627759 3 134340 MATCH, SUCCESS BY 6 FIFTH CIRCUIT PUBLIC GUARDIAN CORP 500 NE 8TH AVENUE OCALA FL 34470 593706138 3 30380 SALARY HEART OF FLORIDA HEALTH CENTER 1025 SW 1ST AVENUE OCALA FL 34471 590808854 3 87211 DENTAL SALARY & SUPP HEART OF FLORIDA UNITED WAY2-1-1 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 3 95481 INFORMATION & REFER INTERFAITH EMERGENCY SERVICES PO BOX 992 OCALA FL 34478 592349840 3 5529 GENERAL SUPPORT MARION COUNTY CHILDREN'S ADVOCACY C 2800 NE 14 STREET OCALA FL 34470 593575631 3 62786 GENERAL SUPPORT MARION COUNTY FAMILY YMCA 3200 SE 17 STREET OCALA FL 34471 590624430 3 19099 GENERAL SUPPORT MARION COUNTY LITERACY COUNCIL 110 E SILVER SPRINGS BLVD OCALA FL 34476 600000676 3 41803 GENERAL SUPPORT MARION SENIOR SERVICES 1644 NE 22 AVENUE OCALA FL 34470 237362750 3 105441 GENERAL SUPPORT OCALA HOUSING AUTHORITY 1629 NW 4TH ST OCALA FL 34475 591499684 3 30033 GENERAL SUPPORT PACE CENTER FOR GIRLS 328 NE 1ST AVENUE OCALA FL 34470 592414492 3 32735 SALARIES PUBLIC ASSISTANCE TRUST FUND 2641 N MAGNOLIA AVENUE OCALA FL 34474 320242055 3 6549 GENERAL SUPPOR ST THERESA'S SOCIAL SERVICES 11528 SE HIGHWAY 301 BELLEVIEW FL 34420 591675277 3 8464 UTILITIES ST VINCENT DE PAUL SOCIETY 7801 SE US HIGHWAY 42 SUMMERFIELD FL 34491 592948683 3 10057 UTILITIES THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 96302 FOOD, UTIL., SALARY THE SALVATION ARMY 320 NW 1ST AVENUE OCALA FL 34478 580660607 3 11633 UTILITIES UNITED WAY OF LAKE & SUMTER COUNTIE 320 WEST OAK TERRACE DRIVE LEESBURG FL 34748 591143758 3 6096 GENERAL SUPPORT SHEPHERD'S LIGHTHOUSE 5930 SE ROBINSON ROAD BELLEVIEW FL 34420 481288332 3 21062 SHELTER ARNETTE HOUSE 2310 NE 24TH STREET OCALA FL 34470 592119445 3 32112 FAMILY COUNSELING CHILDHOOD DEVELOPMENT SERVICES 1601 NE 25TH AVE SUITE 900 OCALA FL 34470 591262700 3 81332 HEADSTART PROGRAM CHILDREN'S HOME SOCIETY 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 590192430 3 18498 HEALTHY FAMILIES CREATIVE SERVICES PO BOX 2193 OCALA FL 34478 591876422 3 155912 GENERAL SUPPORT COLLEGE OF CENTRAL FLORIDA FOUND 3001 SW COLLEGE ROAD OCALA FL 34474 596139037 3 15566 GENERAL SUPPORT 28 SCHEDULE I, PAGE 4, PART IV STAFF AND VOLUNTEERS MEET FREQUENTLY AND REVIEW QUARTERLY AND ANNUAL FINANCIAL STATEMENTS. ANY FAILURE TO REPORT OR QUESTIONABLE REPORTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE BOARD WHICH BOTH MEET ON A MONTHLY BASIS. VARIOUS BOARD MEMBERS BOARD MEMBER ON BOARD OF AGENCY false VARIOUS BOARD MEMBERS BOARD MEMBER SPOUSES false VARIOUS BOARD MEMBERS BOARD MEMBER WORK TOGETHER false 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