2013-03-12T12:41:38-05:00 2012-06-30 Thomas Howell Ferguson PA 2615 Centennial Blvd Suite 200 Tallahassee FL 32308 990 2011-07-01 596011150 United Way of the Big Bend Inc % AYESHA TOWNSEND UNIT 8504140844 307 east seventh avenue tallahassee FL 323035520 HEATHER R MITCHELL 2013-02-19 true Deborah Leonard 8506688100 2011 2016-03-07 17:11:31Z HEATHER MITCHELL 307 east seventh avenue tallahassee FL 32303 6868418 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. 33 33 30 879 0 6039655 5716340 0 12500 207929 202540 32283 27995 6279867 5959375 4617160 4118611 0 0 1156238 1050719 0 0 505085 695952 669705 6469350 5839035 -189483 120340 6459692 6031919 5684586 5304897 775106 727022 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 3573007 3573007 3573007 Funds for the agency programs come from the contributions of United Way of the Big Bend (UWBB) supporters through its annual fundraising campaigns. The Community Campaign, the Florida State Employees' Charitable Campaign, Leon County Schools Campaign and the Florida State University Employees' Campaign solicit monetary support from the corresponding constituents. uwbb serves 105 agencies and 448,333 clients in Franklin, Gadsden, Jefferson, Leon, Liberty, Madison, Taylor and Wakulla counties. Allocation of funds is based on the decisions of the Community Investment Team, which is a trained group of more than 629 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 much money each agency program should receive. 165150 50000 132263 Driven by its mission of building a community where everyone works together to make sure that our youngest children thrive, Whole Child Leon (WCL) is focused on ensuring that our community participates in early childhood success and that all children from Leon County will be healthy at age 1, making appropriate progress and entering kindergarten ready to succeed. WCL coordinates with more than 24 agencies to provide "free development screening days" for infants, toddlers, and pre-school children three times annually. children will be screened for delays in: speech, hearing, vision, cognitive ability, gross and fine motor skills, and will receive a dental screening by a dentist. if delays or concerns are identified, children are immediately connected to agencies that can provide assistance. follow-up letters are sent to children's physicians. between October 2011 and september 2012, 126 children were screened for developmental delays and 71 were referred to appropriate services. 24944 26605 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 & costly refund anticipation loans. In the 2012 tax season, VITA prepared free tax returns for 4,202 residents saving them more than $630,300 in tax preparation fees, enabling families to claim $1,120,000 in Earned Income Tax Credits, and bringing more than $4.69 million in tax refunds back into the community. 1058895 495604 4821996 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 false true 35 0 true 30 true false false false false false true true false false false false X 33 33 false false false false false false false true true false false true true true true true true true false false FL X X AYESHA TOWNSEND 8504140844 307 E 7TH AVENUE tallahassee FL 32303 Alan Williams 0.25 X 0 0 0 Barry Webster 1.5 X 0 0 0 Bennie Shaw 0.25 X 0 0 0 Bill Colledge 2.0 X X 0 0 0 Bill Montford 0.25 X 0 0 0 Chris Erde 0.25 X 0 0 0 David Wilkins 0.25 X 0 0 0 Dean Jerger 0.25 X 0 0 0 Dee Crumpler 0.25 X 0 0 0 Emory Mayfield 0.5 X X 0 0 0 Frank Jameson 0.25 X 0 0 0 Glenda Thornton 0.5 X X 0 0 0 Howard Drew 0.25 X 0 0 0 Jackie Malone 0.25 X 0 0 0 Jackie Pons 0.25 X 0 0 0 Jeanette Wilk Yaeger 0.5 X 0 0 0 Johanna Money 0.25 X 0 0 0 Joyce Ingram 0.25 X 0 0 0 Karen Wendland 0.25 X 0 0 0 Kevin Priest 0.25 X 0 0 0 Kimberly Moore 0.25 X 0 0 0 Loranne Ausley 0.5 X X 0 0 0 Mark O'Bryant 1.0 X X 0 0 0 Monesia Brown 0.25 X 0 0 0 Nancy Van Vessem 0.25 X 0 0 0 Pam Davis 0.25 X 0 0 0 Patrick Dorsey 0.5 X X 0 0 0 Patsy Palmer 0.5 X X 0 0 0 Phil Harrison 0.25 X 0 0 0 R Jai Gillum 0.25 X 0 0 0 Robin Safley 0.5 X X 0 0 0 Sean Pittman 0.25 X 0 0 0 Terry Steaple 0.25 X 0 0 0 Tom Pennekamp 0.5 X X 0 0 0 Vince Long 0.25 X X 0 0 0 Ron Sachs 2.0 X X 0 0 0 John Hogan 0.5 X X 0 0 0 John C Thomas 0.5 X X 0 0 0 AJ Brickler 0.25 X 0 0 0 Berneice Cox 0.25 X 0 0 0 Willy Gamalero 0.25 X 0 0 0 Chase McNeill 0.25 X 0 0 0 Dr James Murdaugh 0.25 X 0 0 0 Sam Rogers 0.25 X 0 0 0 Dr Garnett Stokes 0.25 X 0 0 0 Barbara Wills 0.25 X 0 0 0 Charles McDonald 0.25 X 0 0 0 Amanda Clements 0.25 X 0 0 0 kenneth s armstrong jr 20.0 X 152284 0 34612 ayesha townsend 40.0 X 58159 0 6564 heather mitchell 40.0 X 70659 0 10723 281102 0 51899 2 false true false 0 5716340 5135 5716340 LE SPONSORSHIP 900099 12500 12500 12500 113140 113140 0 0 11330 0 11330 11330 11330 847106 757706 89400 89400 89400 165786 151337 14449 14449 0 0 MISCELLANEOUS INCOME 900099 2216 2216 2216 5959375 14716 228319 4105144 4105144 13467 13467 0 0 467889 147846 238205 81838 0 375844 197614 98619 79611 48108 10890 15236 21982 77528 18618 22600 36310 81350 20323 21631 39396 0 0 35149 8781 9346 17022 0 0 23562 23562 13006 3831 3252 5923 13973 764 466 12743 82899 18476 17389 47034 19291 9115 3623 6553 0 28194 7043 7498 13653 7723 2122 1990 3611 0 32202 13389 7404 11409 0 75133 18502 20516 36115 28159 7035 7488 13636 24973 4316 12290 8367 MISCELLANEOUS 61998 1906 839 59253 BEST 47664 47664 HEALTH INSURANCE OUTREACH 50000 50000 WHOLE CHILD 115150 115150 10629 10629 5839035 4821996 511954 505085 187310 230482 75381 357777 2135235 2075020 20000 10000 0 0 0 0 0 0 0 0 11267 6178 1303423 552160 774118 751263 3256381 2601199 0 0 0 0 0 0 0 0 6459692 6031919 5641449 5127203 0 0 43137 177694 0 0 0 0 0 0 0 0 0 0 0 0 5684586 5304897 X 631213 432550 33893 184472 110000 110000 775106 727022 6459692 6031919 X 120340 -168424 X false true true X false X 7121280 6558158 6183683 6039655 5716340 31619116 7121280 6558158 6183683 6039655 5716340 31619116 1258269 30360847 180157 125191 105518 110314 113140 634320 32253436 840399 0.94132 0.94869 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 111446 0 -178 111268 99374 0 12072 111446 92607 0 6767 99374 65706 40000 -13099 92607 1.00000 true false 0 313803 313803 0 757959 385408 372551 0 50632 30680 19952 0 177029 136072 40957 0 4000 0 4000 751263 5959375 5839035 120340 -168424 -168424 -48084 4473491 -168424 -168424 4641915 1317460 1317460 5959375 4521575 4521575 1317460 1317460 5839035 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 xii, line 4b: designated pledges $1,317,460 part xiii, line 4b: designated pledges $1,317,460 GOLF TOURNAMENT 26230 26230 6345 7962 DOWNTWN GETDOWN 25530 25530 250 19148 7 104037 104037 0 102657 155797 155797 6595 129767 136362 19435 true 2-1-1 BIG BEND PO BOX 10950 TALLAHASSEE FL 323022950 510201771 501(C)(3) 59910 Human SRVC Support A LIFE RECOVERY CENTER 449 W Georgia St TALLAHASSEE FL 32301 592091522 501(C)(3) 60000 HUMAN SRVC SUPPORT ABILITY 1ST 1823 BUFORD COURT TALLAHASSEE FL 32308 590624360 501(C)(3) 38650 HUMAN SRVC SUPPORT AMERICAN RED CROSS CAPITAL AREA CHAPTER 187 OFFICE PLAZA DR TALLAHASSEE FL 32301 541517707 501(C)(3) 61700 HUMAN SRVC SUPPORT AMERICA'S CHARITIES PO BOX 79570 BALTIMORE MD 212790570 592610345 501(C)(3) 56822 HUMAN SRVC SUPPORT AMERICA'S SECOND HARVEST OF THE BIG BEND 4016 NW PASSAGE TALLAHASSEE FL 32303 592816580 501(C)(3) 116727 HUMAN SRVC SUPPORT BIG BEND CARES 2201 S MONROE ST TALLAHASSEE FL 32301 592252756 501(C)(3) 109198 HUMAN SRVC SUPPORT BIG BEND HABITAT FOR HUMANITY 2921 ROBERTS AVENUE TALLAHASSEE FL 32310 592898810 501(C)(3) 18037 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) 174536 HUMAN SRVC SUPPORT BIG BROTHERS BIG SISTERS OF THE BIG BEND 565 E TENNESSEE ST TALLAHASSEE FL 32308 592426414 501(C)(3) 148150 HUMAN SRVC SUPPORT BOY SCOUTS OF AMERICA SUWANNEE RIVER AREA COUNCIL 2032 THOMASVILLE ROAD SUITE C TALLAHASSEE FL 32308 592973927 501(C)(3) 31550 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) 151083 HUMAN SRVC SUPPORT BOYS & GIRLS CLUB TABULA RASA PO BOX 251 GREENVILLE FL 32331 203478334 501(C)(3) 8700 HUMAN SRVC SUPPORT BOYS' CHOIR OF TALLAHASSEE PO BOX 1182 TALLAHASSEE FL 323021182 591865406 501(C)(3) 20000 HUMAN SRVC SUPPORT BREHON INSTITUTE FOR FAMILY SERVICES PO BOX 7643 TALLAHASSEE FL 323147643 591117362 501(C)(3) 81749 HUMAN SRVC SUPPORT CAPITAL AREA COMMUNITY ACTION AGENCY 309 OFFICE PLAZA DR TALLAHASSEE FL 32301 593145687 501(C)(3) 27399 HUMAN SRVC SUPPORT CAPITAL AREA HEALTHY START COALITION 1311 PAUL RUSSELL RD SUITE A101 TALL FL 32301 593184365 501(C)(3) 38000 HUMAN SRVC SUPPORT CAPITAL CITY YOUTH SERVICES 2407 ROBERTS AVENUE TALLAHASSEE FL 32310 590808247 501(C)(3) 67596 HUMAN SRVC SUPPORT CAPITAL REGION YMCA 2001 APALACHEE PKWY TALLAHASSEE FL 32301 593213644 501(C)(3) 20000 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) 50399 HUMAN SRVC SUPPORT COMMUNITY HEALTH CHARITIES OF FLORIDA 3333 W PENSACOLA ST SUITE 240 BLDG 200 TALLAHASSEE FL 32304 311630103 501(C)(3) 80047 HUMAN SRVC SUPPORT CONSOLIDATED CHRISTIAN MINIST OF MADISON 799-C SW PINCKNEY ST MADISON FL 32340 591553555 501(C)(3) 12871 HUMAN SRVC SUPPORT DICK HOWSER CENTER 240 MABRY TALLAHASSEE FL 32304 593743672 501(C)(3) 124381 HUMAN SRVC SUPPORT EARLY LEARNING COALITION - BIG BEND 325 JOHN KNOX ROAD BUILDING L-201 TALLAHASSEE FL 32303 133632209 501(C)(3) 87300 HUMAN SRVC SUPPORT EARTH SHARE 592290628 501(C)(3) 17015 HUMAN SRVC SUPPORT ECHO OUTREACH MINISTRIES 702 WEST MADISON ST TALLAHASSEE FL 32304 591426079 501(C)(3) 25000 HUMAN SRVC SUPPORT ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE FL 32304 592935276 501(C)(3) 279598 HUMAN SRVC SUPPORT EPILEPSY ASSOCIATION OF THE BIG BEND 1215 LEE AVENUE SUITE M-4 TALLAHASSEE FL 32303 440610626 501(C)(3) 24000 HUMAN SRVC SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 2221 OLD BAINBRIDGE RD TALL FL 32303 300115977 501(C)(3) 19800 HUMAN SRVC SUPPORT GIRL SCOUT COUNCIL OF THE APALACHEE BEND 250 PINEWOOD DRIVE TALLAHASSEE FL 32303 521273585 501(C)(3) 16046 HUMAN SRVC SUPPORT GLOBAL IMPACT PO BOX 409616 ATLANTA GA 303849616 943067804 501(C)(3) 17333 HUMAN SRVC SUPPORT INDEPENDENT CHARITIES OF AMERICA 1100 LARKSPUR LNDG CIR STE 340 LARKSPURE CA 94939 592015689 501(C)(3) 86703 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) 201700 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) 41173 HUMAN SRVC SUPPORT LEON COUNTY HUMANE SOCIETY 413 TIMBERLANE RD TALL FL 323121628 592288754 501(C)(3) 18828 HUMAN SRVC SUPPORT LIGHTHOUSE OF THE BIG BEND 1286 CEDAR CENTER DR TALLAHASSEE FL 32301 593502561 501(C)(3) 23024 HUMAN SRVC SUPPORT LITERACY VOLUNTEERS OF GADSDEN 732 PAT THOMAS PARKWAY QUINCY FL 32351 592937641 501(C)(3) 8249 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 LUTHERAN SOCIAL SERVICES OF NORTH FLORIDA 606 W 4TH AVE SUITE 11 TALLAHASSEE FL 32303 237097794 501(C)(3) 9201 HUMAN SRVC SUPPORT MADISON SENIOR CITIZENS PO BOX 204 MADISON FL 32341 593222366 501(C)(3) 26000 HUMAN SRVC SUPPORT NEIGHBOR TO NATION C/O SUNTRUST BANK PO BOX 79991 BALTIMORE MD 212799991 237422549 501(C)(3) 16848 HUMAN SRVC SUPPORT NEIGHBORHOOD HEALTH SERVICES 438 W BREVARD STREET ROOM 11 TALLAHASSEE FL 32301 161652866 501(C)(3) 138649 HUMAN SRVC SUPPORT OFFICE OF THE PUBLIC GUARDIAN 2292 WEDNESDAY STREET SUITE 1 TALLAHASSEE FL 32308 592414492 501(C)(3) 26926 HUMAN SRVC SUPPORT PACE CENTER FOR GIRLS ONE W ADAMS ST STE 301 JACKSONVILLE FL 32202 592414492 501(C)(3) 37260 HUMAN SRVC SUPPORT PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA 2121 W PENSACOLA ST B-2 TALL FL 32304 591745861 501(C)(3) 20153 HUMAN SRVC SUPPORT PREGNANCY HELP & INFORMATION CENTER 1710 S GADSDEN ST TALLAHASSEE FL 32301 591869324 501(C)(3) 11613 HUMAN SRVC SUPPORT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 323160910 592794505 501(C)(3) 264797 HUMAN SRVC SUPPORT SICKLE CELL FOUNDATION 1336 VICKERS ROAD TALLAHASSEE FL 32303 237181560 501(C)(3) 14599 HUMAN SRVC SUPPORT SPECIAL OLYMPICS OF FLORIDA - LEON COUNTY 750 MISSION ROAD 99310-D TALLAHASSEE FL 32304 237181560 501(C)(3) 25000 HUMAN SRVC SUPPORT TAYLOR CO SENIOR SERVICES 1201 MARTIN LUTHER KING AVE PERRY FL 32347 593163907 501(C)(3) 52385 HUMAN SRVC SUPPORT THE ALZHEIMER'S PROJECT 301 EAST THARPE ST TALLAHASSEE FL 32303 592910293 501(C)(3) 53525 HUMAN SRVC SUPPORT THE SHELTER PO BOX 4062 TALLAHASSEE FL 32315 592147472 501(C)(3) 421248 HUMAN SRVC SUPPORT TURN ABOUT PO BOX 13488 TALLAHASSEE FL 32317 131624241 501(C)(3) 77000 HUMAN SRVC SUPPORT WAKULLA SENIOR CITIZENS 33 MICHAEL DRIVE CRAWFORDVILLE FL 32327 592104510 501(C)(3) 65073 HUMAN SRVC SUPPORT WE CARE NETWORK 1204 MICCOSUKEE ROAD TALLAHASSEE FL 32308 592104510 501(c)(3) 14799 HUMAN SRVC SUPPORT FLORIDA DISABLED OUTDOORS ASSOCIATION 2475 APALACHEE PARKWAY SUITE 205 TALLAHASSEE FL 32301 593051552 501(C)(3) 6503 HUMAN SRVC SUPPORT SECOND CHANCE FARMS INC 4410 NW 129TH STREET GAINESVILLE FL 32606 300484915 501(C)(3) 5861 HUMAN SRVC SUPPORT LEON COUNTY SCHOOLS COMBINED CHARITIES 2757 W PENSACOLA ST TALLAHASSEE FL 32304 592852594 501(C)(3) 6071 HUMAN SRVC SUPPORT TAYLOR LEADERSHIP COUNCIL 1202 MLK AVENUE PERRY FL 32348 592482011 501(C)(3) 8000 HUMAN SRVC SUPPORT GADSDEN ART CENTER 13 N MADISON ST QUINCY FL 32351 593247747 501(C)(3) 7149 HUMAN SRVC SUPPORT 65 HUMAN SERVICE SUPPORT - INDIVIDUALS 16 13467 ACTUAL COST part i line 2 Each year, the United Way of the Big Bend organizes 18 community investMent 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 127307 0 24977 0 0 0 23149 0 11463 0 186896 0 0 0 PART I, LINE 4B NON-QUALIFIED RETIREMENT PLAN KENNETH ARMSTRONG RECEIVED $190,471 IN NON-QUALIFIED RETIREMENT COMPENSATION. THIS AMOUNT WAS NOT DISTRIBUTED IN CALENDAR YEAR 2011, BUT WAS DISTRIBUTED IN FISCAL YEAR ENDING JUNE 30, 2012. $147,658 WAS ACCRUED FROM 2002-2011. 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: After being reviewed by the Vice-President of Operations and the President, the 990 is presented to the Finance Committee, which is chaired by the Board's Treasurer. The remaining members of the Finance Committee must include at least three (3) members of the Board. The Committee reviews the 990 and must approve it as authorized by the Board prior to mailing. The entire board receives a copy of the Form 990 prior to filing with the IRS. section b, line 12c: The entire 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 interest in a transaction or decision that his/her family or significant other, employer, or close associates stand to receive a benefit or gain. section b, line 15a: the organization has a compensation committee comprised of board members that meet at least annually to approve the president's compensation package. 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 salaries. section c, line 19: The unaudited financial statements are presented at bimonthly meetings of the Board of Directors which are open to the public. The audited financial statements are available on the website. Governing documents and the conflict of interest policy are available upon request. PART XI: RECONCILIATION OF NET ASSETS LINE 5: UNREALIZED LOSS: -168,424