2014-03-17T15:23:45-05:00 2013-06-30 Thomas Howell Ferguson PA 2615 Centennial Blvd Suite 200 Tallahassee FL 32308 990 2012-07-01 596011150 United Way of the Big Bend Inc % IRVIN CHIKOTI UNIT 8504140844 307 east seventh avenue Suite tallahassee FL 323035520 HEATHER R MITCHELL 8504140844 2014-02-04 true Stacey T Kolka 8506688100 2012 2015-11-30 17:44:51Z HEATHER MITCHELL 307 east seventh avenue tallahassee FL 32303 7552462 false X www.uwbb.org X 1943 FL UNITED WAY OF THE BIG BEND UNITES AND INSPIRES LOCAL CITIZENS IN CARING FOR ONE ANOTHER AND BUILDING A MORE VIBRANT COMMUNITY. 35 35 29 16520 0 5716340 4694335 12500 12500 202540 324746 27995 73115 5959375 5104696 4118611 3424778 0 0 1050719 989697 0 0 481146 669705 629867 5839035 5044342 120340 60354 6031919 5113655 5304897 4467508 727022 646147 X UNITED WAY OF THE BIG BEND UNITES AND INSPIRES LOCAL CITIZENS IN CARING FOR ONE ANOTHER AND BUILDING A MORE VIBRANT COMMUNITY. false false 3036647 3036647 3036647 Funds for the agency programs come from the contributions of United Way of the Big Bend (UWBB) supporters through THE annual fundraising campaign. The Community Campaign AND Leon County Schools Campaign solicit monetary support from the corresponding constituents. uwbb SUPPORTED 205 PROGRAMS WHICH TRANSLATED INTO 418,460 SERVICE ENCOUNTERS in Franklin, Gadsden, Jefferson, Leon, Liberty, Madison, Taylor and Wakulla counties. THE Allocation of funds is based on the decision of the Community Investment Team, COMPRISED OF UP TO 125 volunteers knowledgeable about the community's needs. A panel of volunteers reviews each agency's finances, programs, facilities, and long-range plan within the broad framework of community needs. After thorough analysis, these volunteers recommend how THE FUNDS ARE ALLOCATED TO EACH AGENCY PROGRAM. 48941 88000 The ReadingPals Initiative focuses on early literacy intervention and reading readiness. Caring adults are matched one-to-one with a student who has been identified as a struggling reader. Using a developed curriculum, each ReadingPal commits one hour a week for the entire school year to read to the same child and work on literacy skills. Each student takes home a brand new book every week. For the 2012-2013 school year, 191 ReadingPals were trained and deployed in 10 local elementary school and read to 182 students. 4,250 books were distributed as part of the ReadingPals Initiative. 60% of the students showed improvement in their reading scores. 62919 16074 The Volunteer Income Tax Assistance (VITA) effort (part of our financial stability effort titled Believe, Earn, Save, Thrive - B.E.S.T.) offers free tax preparation by IRS-certified volunteers. This fast and free service helps Big Bend residents avoid predatory income tax preparers and costly refund anticipation loans. In the 2013 tax season, VITA prepared free tax returns for 4,127 residents saving them more than $619,050 in tax preparation fees, enabling families to claim $1,123,975 in Earned Income Tax Credits, and bringing more than $4.75 million in tax refunds back into the community. 971957 4120464 true true false false false false false false false true true false false false false false true false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false true 38 0 true 29 true false false false false false true true false false false false X 35 35 false false false false false false false true true false false true true true true true true true false false X X IRVIN CHIKOTI 8504140844 307 E 7TH AVENUE tallahassee FL 32303 Dean Jerger 0.25 X Dee Crumpler 0.25 X X Emory Mayfield 0.5 X X Howard Drew 0.25 X Jeanette Wilk Yaeger 0.5 X X Jennifer Boutwell Patty 0.25 X Johanna Money 0.25 X Joyce Ingram 0.25 X Karen Wendland 0.25 X Mark O'Bryant 0.5 X X Nancy Van Vessem 0.25 X Patsy Palmer 0.25 X Phil Harrison 0.25 X Tom Pennekamp 0.5 X X Vince Long 0.25 X X Ron Sachs 2.0 X X John Hogan 0.5 X X John C Thomas 0.5 X X AJ Brickler 0.25 X Berneice Cox 0.25 X X Willy Gamalero 0.25 X Chase McNeill 0.25 X Sam Rogers 0.25 X X Dr Garnett Stokes 0.25 X Barbara Wills 0.25 X X BROOKE HALLOCK 0.25 X DR JIM MURDAUGH 0.25 X FRED BAGGETT 0.25 X JOHN PADGETT 0.25 X JULIE MORENO 0.25 X KATRINA ROLLE 0.25 X LILA JABER 0.25 X PETER BOULWARE 0.25 X VIRGINIA GLASS 0.25 X X Gunster Law Firm Rep 0.25 X 0 0 0 ayesha townsend 40.0 X 56608 0 10428 heather mitchell 40.0 X 97185 0 13716 IRVIN CHIKOTI 40.0 X KENNETH S ARMSTRONG JR 0.25 X 217783 0 1910 371576 0 26054 1 true true false 0 4694335 4694335 LE SPONSORSHIP 900099 12500 12500 12500 83224 83224 0 0 11330 11330 0 11330 11330 2558247 2316725 241522 241522 241522 190512 131041 59471 61970 0 0 MISCELLANEOUS INCOME 900099 2314 2314 2314 5104696 14814 398046 3415387 3415387 9391 9391 0 0 206254 174727 20570 10957 0 615020 290869 113122 211029 41208 19489 7579 14140 58873 237 58001 635 68342 32322 12570 23450 0 0 15037 2895 4377 7765 0 0 18669 18669 110300 8062 80612 21626 14592 48 14414 130 113615 10694 54777 48144 8886 1711 2586 4589 0 30526 5877 8884 15765 6142 1182 1788 3172 0 5982 446 4339 1197 0 71409 13747 20785 36877 27709 5334 8065 14310 25849 3871 11594 10384 MISCELLANEOUS 4035 4035 BEST 71159 71159 WHOLE CHILD 48981 48981 EVENT EXPENSES 56976 56976 5044342 4120464 442732 481146 230482 399620 357777 567922 2075020 1700100 10000 19842 0 0 0 0 0 0 0 0 6178 6766 1284017 559482 751263 724535 2601199 1694870 0 0 0 0 0 0 0 0 6031919 5113655 5127203 4398096 0 0 177694 69412 0 0 0 0 0 0 0 0 0 0 0 0 5304897 4467508 X 432550 335310 184472 200837 110000 110000 727022 646147 6031919 5113655 X 60354 -141229 X false true X true false X 6558158 6183683 6039655 5716340 4694335 29192171 0 0 6558158 6183683 6039655 5716340 4694335 29192171 0 29192171 125191 105518 110314 113140 83224 537387 0 0 29729558 898945 0.98192 0.94132 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111268 7688 118956 111446 0 -178 111268 99374 0 12072 111446 92607 0 6767 99374 65706 40000 -13099 92607 1.00000 true false 313803 313803 757959 405132 352827 50632 32471 18161 157623 121879 35744 4000 4000 724535 4412375 -141229 2499 -138730 4551105 553591 553591 5104696 4493250 2499 2499 4490751 553591 553591 5044342 part v line 4 the endowment fund was established to make it possible for UWBB to help social services agencies sustain current programs and develop new ones, as needed. All endowment funds are classified as permanently restricted net assets in accordance with donor stipulations. The overall objectives of the endowment fund are production of sufficient income to meet the goals of the account and to provide for growth of assets to meet future objectives. part xi, line 2d: Cash Prizes $2,499 part xi, line 4b: designated pledges $553,591 part xii, line 2d: cash prizes $2,499 part xii, line 4b: designated pledges $553,591 FOR AUDITED FINANCIAL STATEMENT PURPOSES, WHEN A DONOR MAKES A CONTRIBUTION TO UWBB AND DESIGNATES A NAMED CHARITY AS THE BENEFICIARY, THE DONOR IS OPERATING AN AGENT TRANSACTION AND THE DONATION IS NOT CONSDIERED REVENUE TO UWBB. FOR TAX PURPOSES THESE DONOR DESIGNATED FUNDS ARE RECOGNIZED AS REVENUE AND THE SUBSEQUENT DONATION TO THE NAMED CHARITY IS RECONGIZED AS AN EXPENSE. GOLF TOURNAMENT 35321 35321 2500 12824 DOWNTOWN GETDOW 155191 155191 115717 0 0 0 0 0 0 0 0 0 0 190512 0 190512 2500 0 0 0 0 128541 131041 59471 true 2-1-1 BIG BEND PO BOX 10950 TALLAHASSEE FL 323022950 510201771 501(C)(3) 38671 Human SRVC Support A LIFE RECOVERY CENTER 449 W Georgia St TALLAHASSEE FL 32301 592091522 501(C)(3) 55150 HUMAN SRVC SUPPORT ABILITY 1ST 1823 BUFORD COURT TALLAHASSEE FL 32308 590624360 501(C)(3) 29543 HUMAN SRVC SUPPORT AMERICAN RED CROSS 1115 EASTERWOOD DR TALLAHASSEE FL 32311 590624360 501(C)(3) 52800 HUMAN SRVC SUPPORT AMERICA'S SECOND HARVEST OF THE BIG BEND 110 FOUR POINTS WAY TALLAHASSEE FL 32305 592816580 501(C)(3) 95893 HUMAN SRVC SUPPORT BIG BEND CARES 2201 S MONROE ST TALLAHASSEE FL 32301 592252756 501(C)(3) 108679 HUMAN SRVC SUPPORT BIG BEND HABITAT FOR HUMANITY 2921 ROBERTS AVENUE TALLAHASSEE FL 32310 592898810 501(C)(3) 5500 HUMAN SRVC SUPPORT BIG BEND HOMELESS COALITION 2729 W PENSACOLA ST TALLAHASSEE FL 32304 592328806 501(C)(3) 30000 HUMAN SRVC SUPPORT BIG BEND HOSPICE 1723 MAHAN CTR BLVD Tall FL 323085428 592130789 501(C)(3) 155409 HUMAN SRVC SUPPORT BIG BROTHERS BIG SISTERS OF THE BIG BEND 565 E TENNESSEE ST TALLAHASSEE FL 32308 592426414 501(C)(3) 148500 HUMAN SRVC SUPPORT BOY SCOUTS OF AMERICA SUWANNEE RIVER AREA COUNCIL 2032 THOMASVILLE ROAD SUITE C TALLAHASSEE FL 32308 592973927 501(C)(3) 23528 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB - TAYLOR PO BOX 1474 PERRY FL 32347 593076558 501(C)(3) 102000 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB OF THE BIG BEND 306 LAURA LEE AVENUE TALLAHASSEE FL 32301 205421558 501(C)(3) 112000 HUMAN SRVC SUPPORT BOYS' CHOIR OF TALLAHASSEE PO BOX 1182 TALLAHASSEE FL 323021182 591865406 501(C)(3) 5927 HUMAN SRVC SUPPORT BREHON INSTITUTE FOR FAMILY SERVICES PO BOX 7643 TALLAHASSEE FL 323147643 591117362 501(C)(3) 40193 HUMAN SRVC SUPPORT CAPITAL AREA COMMUNITY ACTION AGENCY 309 OFFICE PLAZA DR TALLAHASSEE FL 32301 593145687 501(C)(3) 25500 HUMAN SRVC SUPPORT CAPITAL AREA HEALTHY START COALITION 1311 PAUL RUSSELL RD SUITE A101 TALL FL 32301 593184365 501(C)(3) 30000 HUMAN SRVC SUPPORT CAPITAL CITY YOUTH SERVICES 2407 ROBERTS AVENUE TALLAHASSEE FL 32310 590808247 501(C)(3) 71700 HUMAN SRVC SUPPORT CATHOLIC CHARITIES OF NORTHWEST FLORIDA PO BOX 20165 TALLAHASSEE FL 32316 590192430 501(C)(3) 35172 HUMAN SRVC SUPPORT CHILDREN'S HOME SOCIETY OF FLORIDA 1801 MICCOSUKEE COMMONS DR TALL FL 32308 520728032 501(C)(3) 53464 HUMAN SRVC SUPPORT CONSOLIDATED CHRISTIAN MINIST OF MADISON 799-C SW PINCKNEY ST MADISON FL 32340 591553555 501(C)(3) 13372 HUMAN SRVC SUPPORT DICK HOWSER CENTER 240 MABRY TALLAHASSEE FL 32304 593743672 501(C)(3) 103000 HUMAN SRVC SUPPORT EARLY LEARNING COALITION - BIG BEND 325 JOHN KNOX ROAD BUILDING L-201 TALLAHASSEE FL 32303 133632209 501(C)(3) 95000 HUMAN SRVC SUPPORT ECHO OUTREACH MINISTRIES 702 WEST MADISON ST TALLAHASSEE FL 32304 591426079 501(C)(3) 12000 HUMAN SRVC SUPPORT ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE FL 32304 592935276 501(C)(3) 280425 HUMAN SRVC SUPPORT EPILEPSY ASSOCIATION OF THE BIG BEND 1215 LEE AVENUE SUITE M-4 TALLAHASSEE FL 32303 440610626 501(C)(3) 22000 HUMAN SRVC SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 2221 OLD BAINBRIDGE RD TALL FL 32303 300115977 501(C)(3) 20000 HUMAN SRVC SUPPORT GIRL SCOUT COUNCIL OF THE APALACHEE BEND 250 PINEWOOD DRIVE TALLAHASSEE FL 32303 521273585 501(C)(3) 12921 HUMAN SRVC SUPPORT JEFFERSON SENIOR CENTER 1155 N JEFFERSON ST MONTICELLO FL 32344 237411718 501(C)(3) 20000 HUMAN SRVC SUPPORT KIDS INCORPORATED OF THE BIG BEND 2326 CENTERVILLE ROAD TALLAHASSEE FL 32308 591236357 501(C)(3) 177836 HUMAN SRVC SUPPORT LEGAL AID FOUNDATION 301 S MONROE ST SUITE 108 TALLAHASSEE FL 32301 510197090 501(c)(3) 7000 HUMAN SRVC SUPPORT LEGAL SERVICES OF NORTH FLORIDA 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 590944330 501(C)(3) 38500 HUMAN SRVC SUPPORT LIGHTHOUSE OF THE BIG BEND 1286 CEDAR CENTER DR TALLAHASSEE FL 32301 593502561 501(C)(3) 22000 HUMAN SRVC SUPPORT LITERACY VOLUNTEERS OF GADSDEN 732 PAT THOMAS PARKWAY QUINCY FL 32351 592937641 501(C)(3) 9000 HUMAN SRVC SUPPORT LITERACY VOLUNTEERS OF LEON COUNTY 2630 CENTENNIAL PLACE C/O LANIGAN ASSOCIATES TALLAHASSEE FL 32308 592939507 501(C)(3) 20000 HUMAN SRVC SUPPORT MADISON SENIOR CITIZENS PO BOX 204 MADISON FL 32341 593222366 501(C)(3) 26000 HUMAN SRVC SUPPORT NEIGHBORHOOD HEALTH SERVICES 438 W BREVARD STREET ROOM 11 TALLAHASSEE FL 32301 161652866 501(C)(3) 114500 HUMAN SRVC SUPPORT OFFICE OF THE PUBLIC GUARDIAN 2292 WEDNESDAY STREET SUITE 1 TALLAHASSEE FL 32308 592414492 501(C)(3) 28379 HUMAN SRVC SUPPORT PACE CENTER FOR GIRLS ONE W ADAMS ST STE 301 JACKSONVILLE FL 32202 592414492 501(C)(3) 23760 HUMAN SRVC SUPPORT PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA 2121 W PENSACOLA ST B-2 TALL FL 32304 591745861 501(C)(3) 16632 HUMAN SRVC SUPPORT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 323160910 592794505 501(C)(3) 228715 HUMAN SRVC SUPPORT SICKLE CELL FOUNDATION 1336 VICKERS ROAD TALLAHASSEE FL 32303 237181560 501(C)(3) 13300 HUMAN SRVC SUPPORT SPECIAL OLYMPICS OF FLORIDA - LEON COUNTY 750 MISSION ROAD 99310-D TALLAHASSEE FL 32304 237181560 501(C)(3) 20000 HUMAN SRVC SUPPORT TAYLOR CO SENIOR SERVICES 1201 MARTIN LUTHER KING AVE PERRY FL 32347 593163907 501(C)(3) 55000 HUMAN SRVC SUPPORT THE ALZHEIMER'S PROJECT 301 EAST THARPE ST TALLAHASSEE FL 32303 592910293 501(C)(3) 38500 HUMAN SRVC SUPPORT THE SHELTER PO BOX 4062 TALLAHASSEE FL 32315 592147472 501(C)(3) 404500 HUMAN SRVC SUPPORT TURN ABOUT PO BOX 13488 TALLAHASSEE FL 32317 131624241 501(C)(3) 107300 HUMAN SRVC SUPPORT WAKULLA SENIOR CITIZENS 33 MICHAEL DRIVE CRAWFORDVILLE FL 32327 592104510 501(C)(3) 48012 HUMAN SRVC SUPPORT WE CARE NETWORK 1204 MICCOSUKEE ROAD TALLAHASSEE FL 32308 592104510 501(c)(3) 14800 HUMAN SRVC SUPPORT FLORIDA DISABLED OUTDOORS ASSOCIATION 2475 APALACHEE PARKWAY SUITE 205 TALLAHASSEE FL 32301 593051552 501(C)(3) 18010 HUMAN SRVC SUPPORT TAYLOR LEADERSHIP COUNCIL 1202 MLK AVENUE PERRY FL 32348 592482011 501(C)(3) 7000 HUMAN SRVC SUPPORT GADSDEN ART CENTER 13 N MADISON ST QUINCY FL 32351 593247747 501(C)(3) 8500 HUMAN SRVC SUPPORT YMCA 2001 APALACHEE PARKWAY TALLAHASSEE FL 32301 580056932 501(C)(3) 18099 HUMAN SRVC SUPPORT 53 HUMAN SERVICE SUPPORT - INDIVIDUALS ACTUAL COST part i line 2 Each year, the United Way of the Big Bend organizes 18 community investYent teams to review its grant-funded agencies and programs. Agencies must submit an annual grant application which contains three years of budget information plus a detailed narrative on how United Way funds were used in the previous year and how they will be used in the future. The teams also have an opportunity to ask the agency representatives in person, very specific questions about the overall agency budget and the use of United Way grant funds. In addition, the agencies are required to report annual performance outcomes to the teams. X X X false true false false false false false false false KENNETH S ARMSTRONG JR 27591 0 110100 0 80092 0 0 0 1910 0 219693 0 0 0 PART I, LINE 4B NON-QUALIFIED RETIREMENT PLAN KENNETH ARMSTRONG RECEIVED $190,471 IN NON-QUALIFIED RETIREMENT COMPENSATION. THIS AMOUNT WAS DISTRIBUTED IN FISCAL YEAR ENDING JUNE 30, 2012. $190,192 WAS RECOGNIZED ON THE JUNE 30, 2012 FORM 990, AS NOTED ON PART II, COLUMN F. part iii- PROGRAM SERVICE ACCOMPLISHMENTS line 4D Raise money and mobilize resources to meet priority human needs. PART VI, GOVERNANCE, MANAGEMENT AND DISCLOSURE section B, line 11B: THE VICE PRESIDENT OF FINANCE AND OPERATIONS REVIEWS A DRAFT OF FORM 990 AND RESOLVES ANY QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE TAX RETURN. AFTER BEING REVIEWED BY THE VICE PRESIDENT OF FINANCE & OPERATIONS AND THE PRESIDENT, THE 990 IS PRESENTED TO THE FINANCE COMMITTEE, CHAIRED BY THE BOARD TREASURER WHICH INCLUDES AT LAST THREE (3) MEMBERS OF THE BOARD. AFTER REVIEW BY THE COMMITTEE, THE 990 IS PRESENTED TO THE FULL BOARD FOR AUTHORIZATION PRIOR TO FILING WITH THE IRS. section b, line 12c: THE STAFF, VOLUNTEERS AND BOARD MEMBERS OF THE UNITED WAY OF THE BIG BEND MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. DISCLOSURE IS REQUIRED FOR ANY MEMBER AGENCY RELATIONSHIPS, ANY BENEFIT IN TRANSACTIONS OR DECISIONS THAT FAMILY, EMPLOYER OR CLOSE ASSOCIATE STAND TO GAIN. ALL CONFLICTS OR POTENTIAL CONFLICTS ARE RESOLVED BY THE CHAIRMAN OF THE BOARD. section b, line 15a: THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS THAT MEET ONCE ANNUALLY TO APPROVE THE PRESIDENTS COMPENSATION. THE COMMITTEE REVIEWS COMPENSATION SURVEYS AND STUDIES FOR COMPARABLE COMPENSATION PACKAGES. THE PRESIDENT'S COMPENSATION PACKAGE IS THEN SUBMITTED TO THE BOARD FOR APPROVAL. THE PRESIDENT DETERMINES ALL OTHER STAFF SALARIES. section c, line 19: UNAUDITED FINANCIAL STATEMENTS ARE PRESENTED AT BIMONTHLY BOARD MEETINGS WHICH ARE OPEN TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE UWBB WEBSITE. GOVERNANCE DOCUMENTS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST.