UNITED WAY OF CENTRAL FLORIDA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF CENTRAL FLORIDA INC (EIN 59-2116280)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201330449349301063
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T13:00:06-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd | AddressLine1 |
| Address Line2 | Suite 1100 | AddressLine2 |
| City | Fort Lauderdale | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592116280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF CENTRAL FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8636481500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1357 | AddressLine1 |
| City | Highland City | City |
| State | FL | State |
| ZIP Code | 338461357 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY WORTHINGTON | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicole Bencik | Name |
| PTIN | P00756195 | PTIN |
| Phone | 9542028600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY WORTHINGTON | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1357 | AddressLine1 |
| City | Highland City | City |
| State | FL | State |
| ZIP Code | 338461357 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10502225 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | UNITED WAY OF CENTRAL FLORIDA (UWCF) UNDERSTANDS LOCAL NEEDS AND DRIVES LASTING CHANGE TO BUILD BETTER LIVES AND STRONGER COMMUNITIES. UWCF ADDRESSES ROOT CAUSES OF COMMUNITY PROBLEMS FOCUSING ON EDUCATION, INCOME & HEALTH. UWCF BRINGS COMMUNITY LEADERS TOGETHER TO IDENTIFY NEEDS, FUND SERVICES AND ACHIEVE RESULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 47 | TotalNbrEmployees |
| Total Nbr Volunteers | 1321 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10391351 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9631137 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 554481 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 591646 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 152727 | InvestmentIncomePriorYear |
| Investment Income Current Year | 129736 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 373076 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15173 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11471635 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10367692 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6819106 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6759225 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2083953 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2183129 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1101157 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1068496 | OtherExpensePriorYear |
| Other Expenses Current Year | 1124691 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9971555 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10067045 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1500080 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 300647 | RevenuesLessExpensesCY |
| Total Assets BOY | 22191834 | TotalAssetsBOY |
| Total Assets EOY | 23433584 | TotalAssetsEOY |
| Total Liabilities BOY | 10581243 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11500091 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11610591 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11933493 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MISSION: UNITED WAY OF CENTRAL FLORIDA (UWCF) UNDERSTANDS LOCAL NEEDS AND DRIVES LASTING CHANGE TO BUILD BETTER LIVES AND STRONGER COMMUNITIES. VISION: UNITED WAY OF CENTRAL FLORIDA IS THE PREEMINENT LEADER FOR EMPOWERING PEOPLE AND MAXIMIZING RESOURCES FOR IMPROVING LIVES AND OUR COMMUNITIES. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7100374 | Expense |
| Grants | 6754225 | Grants |
| Revenue | 541166 | Revenue |
| Description | COMMUNITY IMPACT - UWCF'S PREMIERE COMMUNITY INVESTMENT PROCESS MOBILIZES MORE THAN 100 VOLUNTEERS ON 15 TEAMS AROUND FOCUS AREAS OF EDUCATION, INCOME AND HEALTH. THESE VOLUNTEERS VISIT PROGRAM SITES, REVIEW PREVIOUS INVESTMENTS, PROGRAM GOALS AND OUTCOMES, AND MAKE RECOMMENDATIONS ABOUT THE MOST EFFECTIVE WAY TO MEET CRITICAL COMMUNITY NEEDS. EDUCATION: HELPS AT-RISK CHILDREN DEVELOP THE LANGUAGE SKILLS THEY NEED TO SUCCEED IN SCHOOL. INCOME: THROUGH FINANCIAL STABILITY PARTNERSHIPS, HELPS LOW-INCOME FAMILIES MAXIMIZE INCOME, INCREASE SAVINGS AND IMPROVE CREDIT SCORES. HEALTH: FOCUSES ON PROGRAMS THAT HELP IMPROVE OR MAINTAIN GOOD HEALTH, ACCESS AND PERSONAL RESPONSIBILITY ABOUT HEALTH ISSUES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 351253 | Expense |
| Revenue | 50480 | Revenue |
| Description | FAMILY FUNDAMENTALS - AN OUTREACH OF SUCCESS BY 6 - FAMILY FUNDAMENTALS IS A "ONE-STOP" PARENT RESOURCE CENTER WHICH MOBILIZES PARTNERSHIPS WITH MORE THAN FIFTY HUMAN SERVICE ORGANIZATIONS PROVIDING PARENTS AND FAMILY MEMBERS WITH ACTIVITIES, CLASSES, READING, TUTORING AND OTHER PROGRAMS DESIGNED TO STRENGTHEN THE DEVELOPMENT OF CHILDREN AND FAMILY RELATIONSHIPS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 333234 | Expense |
| Description | MASTER TEACHER - AN OUTREACH OF SUCCESS BY 6 SCHOOL READINESS - THE MASTER TEACHER INITIATIVE TARGETS NEIGHBORHOODS WHERE CHILDREN CONSIDERED AT-RISK FOR SCHOOL FAILURE RESIDE. IT PROVIDES AN INTERNSHIP FOR CHILDCARE INSTRUCTORS USING FOUR MASTER TEACHERS, ALONG WITH PARENT EDUCATION CLASSES, TO HELP INSTRUCTORS AND PARENTS PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO SUCCEED. READINESS SKILLS FOR CHILDREN IN CLASSES TRAINED BY A MASTER TEACHER IMPROVED AN AVERAGE OF 2 1/2 MONTHS FOR EVERY 1 MONTH WITH THE NEWLY TRAINED CAREGIVER. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 515484 | Expense |
| Grants | 5000 | Grants |
| Revenue | 15173 | Revenue |
| Description | OTHER PROGRAM SERVICES: SUCCESS BY 6: MOBILIZES VOLUNTEERS FROM LOCAL ORGANIZATIONS, BUSINESSES, GOVERNMENT, CHURCHES, CIVIC GROUPS, EDUCATORS AND HUMAN SERVICES TO ENSURE THAT ALL CHILDREN, BY THE AGE OF SIX HAVE THE PHYSICAL, EMOTIONAL, SOCIAL AND MENTAL FOUNDATION TO SUCCEED IN SCHOOL AND IN LIFE. SINCE 1995, UWCF'S SB6 HAS FOCUSED ON EARLY LITERACY TO HELP CHILDREN ENTER SCHOOL READY TO SUCCEED. LET'S GROW: FOCUSES ON IMPROVING LANGUAGE SKILLS OF CHILDREN AT-RISK OF SCHOOL FAILURE. LANGUAGE SKILLS PREDICT THE ABILITY OF CHILDREN TO LEARN TO READ. THE GOAL IS TO ELIMINATE THE GAP IN EARLY LITERACY BETWEEN CHILDREN FROM LOW AND MIDDLE/HIGH INCOME LEVELS BY 2015. 2-1-1: PROVIDES INFORMATION AND REFERRALS TO FAMILIES/INDIVIDUALS AND COMMUNITY GROUPS CONCERNING LOCAL SERVICES AND RESOURCES. 2-1-1 ALSO IDENTIFIES GAPS IN SERVICES; ASSISTS IN CREATING REMEDIES TO MEET LOCAL NEEDS; CONNECTS PEOPLE TO RESOURCES; AND ADVOCATES FOR ACCESS TO RESOURCES. IT ALSO WORKS TO PROVIDE BETTER SERVICE, ACCESS AND INFORMATION TO THE HISPANIC COMMUNITY. DISASTER RELIEF: PROVIDES IMMEDIATE ASSISTANCE AND LONG TERM RECOVERY SUPPORT TO OUR COMMUNITY'S MOST URGENT DISASTER RELIEF NEEDS. UWCF MEETS WITH PARTNERS TO COORDINATE THE EFFORTS OF GOVERNMENT, NON-PROFIT AND FAITH-BASED ORGANIZATIONS INVOLVED IN DISASTER RESPONSE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 515484 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 5000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 15173 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 8300345 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 47 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jill Martin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8636481500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1357 | AddressLine1 |
| City | Highland City | City |
| State | FL | State |
| ZIP Code | 338461357 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CINDY ALEXANDER | ||||||
| BOARD CAMPAIGN CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| ED VOGEL | ||||||
| BOARD PAST CHAIRMAN - PARTIAL YEAR | 2.50 | X | X | 0 | 0 | 0 |
| EILEEN HOLDEN | ||||||
| BOARD VICE CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| IKE FOUNTAIN | ||||||
| BOARD COMMUNITY INTEREST | 2.50 | X | X | 0 | 0 | 0 |
| JAMES HORTON | ||||||
| BOARD CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| JEROME FERSON | ||||||
| BOARD STRATEGIC PLANNING | 2.50 | X | X | 0 | 0 | 0 |
| JOE TEDDER | ||||||
| BOARD CHAIRMAN ELECT | 2.50 | X | X | 0 | 0 | 0 |
| MIKE CARTER | ||||||
| BOARD TREASURER | 2.50 | X | X | 0 | 0 | 0 |
| PAULINE BROWN | ||||||
| BOARD SECRETARY | 2.50 | X | X | 0 | 0 | 0 |
| TERRY BRIGMAN | ||||||
| BOARD COMMUNITY IMPACT | 2.50 | X | X | 0 | 0 | 0 |
| ALLISON DEVITO BEEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL MUTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BONNIE PARKER | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| BUTCH RIGGLEMAN | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| DAN HAIGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DERIC FEACHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRAN MCASKILL | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| FRANK KENDRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREG LITTLETON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HAROLD BENNETT | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| HERSCHEL MORRIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANET FANSLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JESSE JACKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN FITZWATER | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| JUDITH PONTICELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KELLY LONSBERRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KERRY WILSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRIS GIORDANO | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| LARRY ROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL WALKER | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| MONTI SOMMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PEGGY THRELKEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD SCHULER | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| RICK JACKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROB BRINKERHOFF | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| ROBIN SCHECK | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| RON YASUREK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHERRIE NICKELL | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| STEVE MOORE | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| SUZETTE JONES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TERRY SIMMERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TONY DELGADO | ||||||
| DIRECTOR - PARTIAL YEAR | 2.50 | X | 0 | 0 | 0 | |
| WEYMON SNUGGS | ||||||
| DIRECTOR - PARTIAL YEAR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINA CRISER | ||||||
| VP MAJOR GIFTS | 37.50 | X | 43012 | 0 | 10271 | |
| DALE STILLS | ||||||
| VP RESOURCE DEVELOPMENT | 37.50 | X | 53415 | 0 | 16063 | |
| JILL MARTIN | ||||||
| CHIEF FINANCIAL OFFICER | 37.50 | X | 75312 | 0 | 13887 | |
| PENNY BORGIA | ||||||
| CHIEF OPERATING OFFICER | 37.50 | X | 72280 | 0 | 19988 | |
| TERRY WORTHINGTON | ||||||
| PRESIDENT | 37.50 | X | 125349 | 0 | 37872 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 369368 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 98081 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 298628 | FederatedCampaigns |
| Government Grants | 4000 | GovernmentGrants |
| All Other Contributions | 9328509 | AllOtherContributions |
| Noncash Contributions | 39337 | NoncashContributions |
| Total Contributions | 9631137 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE & ADMIN FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 591646 | TotalRevenueColumn |
| Related Or Exempt Function Income | 591646 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 591646 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99912 | TotalRevenueColumn |
| Exclusion | $99,912 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 164357 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 132688 | Securities |
| Other | 1845 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31669 | Securities |
| Other | -1845 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29824 | TotalRevenueColumn |
| Exclusion | $29,824 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15173 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15173 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15173 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10367692 | TotalRevenueColumn |
| Related Or Exempt Function Income | 606819 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $129,736 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6674898 | Total |
| Program Services | 6674898 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84327 | Total |
| Program Services | 84327 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483338 | Total |
| Program Services | 125786 | ProgramServices |
| Management And General | 224135 | ManagementAndGeneral |
| Fundraising | 133417 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1278251 | Total |
| Program Services | 589530 | ProgramServices |
| Management And General | 355701 | ManagementAndGeneral |
| Fundraising | 333020 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145249 | Total |
| Program Services | 69827 | ProgramServices |
| Management And General | 46244 | ManagementAndGeneral |
| Fundraising | 29178 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146806 | Total |
| Program Services | 59465 | ProgramServices |
| Management And General | 49999 | ManagementAndGeneral |
| Fundraising | 37342 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129485 | Total |
| Program Services | 53127 | ProgramServices |
| Management And General | 41335 | ManagementAndGeneral |
| Fundraising | 35023 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24576 | Total |
| Management And General | 24576 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20304 | Total |
| Management And General | 20304 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191589 | Total |
| Program Services | 95119 | ProgramServices |
| Management And General | 37559 | ManagementAndGeneral |
| Fundraising | 58911 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214027 | Total |
| Program Services | 35839 | ProgramServices |
| Management And General | 22394 | ManagementAndGeneral |
| Fundraising | 155794 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201385 | Total |
| Program Services | 141463 | ProgramServices |
| Management And General | 53259 | ManagementAndGeneral |
| Fundraising | 6663 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52892 | Total |
| Program Services | 8886 | ProgramServices |
| Management And General | 40244 | ManagementAndGeneral |
| Fundraising | 3762 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143223 | Total |
| Program Services | 80670 | ProgramServices |
| Management And General | 60649 | ManagementAndGeneral |
| Fundraising | 1904 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46544 | Total |
| Program Services | 12071 | ProgramServices |
| Management And General | 7918 | ManagementAndGeneral |
| Fundraising | 26555 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31961 | Total |
| Program Services | 7568 | ProgramServices |
| Management And General | 19740 | ManagementAndGeneral |
| Fundraising | 4653 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85724 | Total |
| Management And General | 85724 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54910 | Total |
| Program Services | 26067 | ProgramServices |
| Management And General | 12635 | ManagementAndGeneral |
| Fundraising | 16208 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4626 | Total |
| Management And General | 4626 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE | 19494 | 10099 | 5636 | 3759 |
| MEMBERSHIP DUES | 27587 | 647 | 24504 | 2436 |
| ALLOCATION OF INDIRECT COSTS | 0 | 222811 | -475056 | 252245 |
| MISCELLANEOUS | 5849 | 2145 | 3417 | 287 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10067045 | Total |
| Program Services | 8300345 | ProgramServices |
| Management And General | 665543 | ManagementAndGeneral |
| Fundraising | 1101157 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550 | BOY |
| EOY | 3902872 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3655469 | BOY |
| EOY | 489165 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12353121 | BOY |
| EOY | 13093322 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78543 | BOY |
| EOY | 39384 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36231 | BOY |
| EOY | 36963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2385185 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1755148 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633012 | BOY |
| EOY | 630037 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2135159 | BOY |
| EOY | 2082221 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3299749 | BOY |
| EOY | 3159620 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22191834 | BOY |
| EOY | 23433584 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111525 | BOY |
| EOY | 134864 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9771460 | BOY |
| EOY | 10667920 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698258 | BOY |
| EOY | 697307 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10581243 | BOY |
| EOY | 11500091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6950821 | BOY |
| EOY | 7297329 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3463522 | BOY |
| EOY | 3508073 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196248 | BOY |
| EOY | 1128091 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11610591 | BOY |
| EOY | 11933493 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22191834 | BOY |
| EOY | 23433584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 300647 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 22255 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8879562 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9506361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9039523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10391351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9631137 | CurrentTaxYear |
| Total | 47447934 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8879562 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9506361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9039523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10391351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9631137 | CurrentTaxYear |
| Total | 47447934 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11395210 | AmountsSubstContributorsTotal |
| Public Support Total170 | 36052724 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 252440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 132904 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97533 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99912 | CurrentTaxYear |
| Total | 687192 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19213 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 98867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15173 | CurrentTaxYear |
| Total | 243194 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48378320 | TotalSupport |
| Gross Receipts From Admissions Etc | 502347 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.45100 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - OTHER INCOME, COLUMN A - 3835, COLUMN B - 12295, COLUMN C - 9978, COLUMN D - 15768, COLUMN E - 15173, COLUMN F - 57049; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 15378, COLUMN B - 86572, COLUMN C - 9596, COLUMN D - 25044, COLUMN E - 0, COLUMN F - 136590; DESCRIPTION - GROSS INCOME FROM GAMING, COLUMN A - , COLUMN B - , COLUMN C - 8308, COLUMN D - 41247, COLUMN E - 0, COLUMN F - 49555;, | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1624179 | BeginningOfYearBalance |
| Contributions | 14854 | Contributions |
| Investment Earnings Or Losses | -34020 | InvestmentEarningsOrLosses |
| Other Expenditures | 48983 | OtherExpenditures |
| End Of Year Balance | 1556030 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1393348 | BeginningOfYearBalance |
| Contributions | 17099 | Contributions |
| Investment Earnings Or Losses | 267509 | InvestmentEarningsOrLosses |
| Other Expenditures | 53777 | OtherExpenditures |
| End Of Year Balance | 1624179 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1366620 | BeginningOfYearBalance |
| Contributions | 16866 | Contributions |
| Investment Earnings Or Losses | 69476 | InvestmentEarningsOrLosses |
| Other Expenditures | 59614 | OtherExpenditures |
| End Of Year Balance | 1393348 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1364001 | BeginningOfYearBalance |
| Contributions | 215776 | Contributions |
| Investment Earnings Or Losses | -158937 | InvestmentEarningsOrLosses |
| Other Expenditures | 54220 | OtherExpenditures |
| End Of Year Balance | 1366620 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19460 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.72510 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08030 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100000 | OtherCostOrOtherBasis |
| Book Value | 100000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1013236 | OtherCostOrOtherBasis |
| Depreciation | 550523 | Depreciation |
| Book Value | 462713 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 444822 | OtherCostOrOtherBasis |
| Depreciation | 438219 | Depreciation |
| Book Value | 6603 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 827127 | OtherCostOrOtherBasis |
| Depreciation | 766406 | Depreciation |
| Book Value | 60721 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 630037 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN TRUSTS | Description |
| Book Value | 3159620 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3159620 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DESIGNATIONS PAYABLE - SPLIT INTEREST TRUST | Description |
| Amount | $697,307 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 697307 | TotalOfAmounts |
| Total Revenue | 10367692 | TotalRevenue |
| Total Expenses | 10067045 | TotalExpenses |
| Excess Or Deficit For Year | 300647 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -114156 | NetUnrealizedGLOnInvestments |
| Other | $136,411 | OtherAmount |
| Total Adjustments | 22255 | TotalAdjustments |
| Excess Or Deficit Per FS | 322902 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9354249 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -114156 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 15716 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 136411 | OtherRevenues |
| Revenue Not Rptd F990 | 37971 | RevenueNotRptdF990 |
| Revenue Subtotal | 9316278 | RevenueSubtotal |
| Investment Expenses Not Included | 20304 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1031110 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1051414 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10367692 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9031347 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 15716 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 15716 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9015631 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 20304 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1031110 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1051414 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10067045 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | UNLESS INCOME IS EXPLICITLY RESTRICTED BY THE DONOR, INCOME IS USED TO SUPPORT THE CITIZENS INVESTMENT TEAM ALLOCATION PROCESS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | UWCF HAS RECEIVED DETERMINATION OF TAX EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE UNDER CODE SECTION 501(C)(3) AND, CONSEQUENTLY, THE EARNINGS OF UWCF ARE NOT TAXED. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. UWCF IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE JUNE 30, 2008. UWCF DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. UWCF RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. UWCF DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2012 OR 2011, RESPECTIVELY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (75 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UW OF MIDWEST & SOUTH DISASTER | |||||||||||
| 2515 CANAL STREET | NEW ORLEANS | LA | 701196435 | 720642009 | 501(C)(3) | 5000 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| FLORIDA RANGERS INC | |||||||||||
| 3065 US HIGHWAY 17S | FORT MEADE | FL | 33841 | 592467618 | 501(C)(3) | 5091 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| UNITED WAY OF MANATEE COUNTY | |||||||||||
| 1701 TAMIAMI TRAIL | BRADENTON | FL | 34205 | 590901509 | 501(C)(3) | 5150 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| YOUNG LIFE | |||||||||||
| PO BOX 8962 | LAKELAND | FL | 33806 | 840385934 | 501(C)(3) | 5270 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| STEPPIN STONE FARM | |||||||||||
| 8421 PRITCHER ROAD | LITHIA | FL | 33547 | 237348139 | 501(C)(3) | 5783 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||||
| PO BOX 1971 | LAKELAND | FL | 33802 | 593528825 | 501(C)(3) | 6000 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| UNITED WAY OF LAKE & SUMTER | |||||||||||
| P O BOX 490720 | LEESBURG | FL | 34749 | 591143758 | 501(C)(3) | 6657 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| AMERICA'S CHARITIES | |||||||||||
| 14150 NEWBROOK DR 110 | CHANTILLY | VA | 201512223 | 541517707 | 501(C)(3) | 6741 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| BOYS & GIRLS CLUB-HIGHLANDS | |||||||||||
| PO BOX1596 | SEBRING | FL | 33871 | 593468588 | 501(C)(3) | 7028 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| POLK VISION | |||||||||||
| PO BOX 1506 | HIGHLAND CITY | FL | 33846 | 200141870 | 501(C)(3) | 7500 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| INDEPENDENT CHARITIES OF AMERICA | |||||||||||
| 1100 LARKSPUR LANDING CIRCLE | LARKSPUR | CA | 94939 | 943067804 | 501(C)(3) | 8111 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | STE 340 |
| FLORIDA BAPTIST CHILDREN'S HOMES | |||||||||||
| PO BOX 8190 | LAKELAND | FL | 33802 | 590657326 | 501(C)(3) | 8587 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| HEARTLAND HORSES & HANDICAPPED INC | |||||||||||
| PO BOX 3787 | SEBRING | FL | 338713787 | 593734965 | 501(C)(3) | 10316 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| WEBBER INTERNATIONAL UNIVERSITY | |||||||||||
| PO BOX 96 | BABSON PARK | FL | 33827 | 592139553 | 501(C)(3) | 10750 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| BIG BROTHERS BIG SISTERS OF THE SUNCOAST | |||||||||||
| 101 W VENICE AVENUE | VENICE | FL | 342851940 | 591361826 | 501(C)(3) | 13073 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | SUITE 34 |
| HEART OF FLORIDA UNITED WAY | |||||||||||
| 1940 TRAYLOR BOULEVARD | ORLANDO | FL | 32804 | 590808854 | 501(C)(3) | 13264 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| AMERICAN RED CROSS-HIGHLANDS | |||||||||||
| 106 MEDICAL CENTER AVE | SEBRING | FL | 338705422 | 530196605 | 501(C)(3) | 14192 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| UNITED WAY SUNCOAST-TAMPA BAY | |||||||||||
| 5201 W KENNEDY BOULEVARD | TAMPA | FL | 33609 | 593725701 | 501(C)(3) | 14906 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | SUITE 600 |
| HARDEE HELP CENTER | |||||||||||
| P O BOX 422 | WAUCHULA | FL | 33873 | 592993242 | 501(C)(3) | 16500 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| CAMP FIRE USA SUNSHINE COUNCIL INC | |||||||||||
| 2600 BUCKINGHAM AVE | LAKELAND | FL | 338033109 | 590637819 | 501(C)(3) | 18793 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| GIRL SCOUTS GULF COAST COUNCIL | |||||||||||
| 4780 CATTLEMAN ROAD | SARASOTA | FL | 34233 | 590760212 | 501(C)(3) | 19511 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| POLK STATE COLLEGE FOUNDATION | |||||||||||
| 999 AVENUE H | WINTER HAVEN | FL | 33881 | 264804143 | 501(C)(3) | 19661 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| HIGHLANDS COUNTY FAMILY YMCA | |||||||||||
| 100 YMCA LANE | SEBRING | FL | 33872 | 592859656 | 501(C)(3) | 20000 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| NEIGHBORHOOD SERVICE CENTER | |||||||||||
| PO BOX 3311 | WINTER HAVEN | FL | 338813311 | 591363593 | 501(C)(3) | 20559 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| NTL ALLIANCE FOR THE MENTALLY ILL POLK | |||||||||||
| 1090 US HIGHWAY 17 S | BARTOW | FL | 338306026 | 592600811 | 501(C)(3) | 23328 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| CITIZEN CPR | |||||||||||
| PO BOX 24298 | LAKELAND | FL | 338024298 | 592469360 | 501(C)(3) | 24675 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| HABITAT FOR HUMANITY OF LAKELAND | |||||||||||
| 1317 GEORGE JENKINS BOULEVARD | LAKELAND | FL | 33815 | 593000422 | 501(C)(3) | 25000 | 0 | N/A | N/A | DONOR DESIGNATED FOR GENERAL SUPPORT | |
| ENTERPRISE COMMUNITY SERVICE | |||||||||||
| PO BOX 480 | EATON PARK | FL | 33840 | 412221951 | 501(C)(3) | 26575 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| NU-HOPE ELDER CARE SERVICES INC | |||||||||||
| 6414 US HWY 27 SOUTH | SEBRING | FL | 33875 | 591634802 | 501(C)(3) | 28700 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| EARLY LEARNING COALITION-HIGHLANDS | |||||||||||
| 209 N RIDGEWOOD DRIVE | SEBRING | FL | 33870 | 651006254 | 501(C)(3) | 33002 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| CHAMPION FOR CHILDREN FDN OF HIGHLANDS | |||||||||||
| P O BOX 7125 | SEBRING | FL | 33872 | 650444941 | 501(C)(3) | 33134 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| RIDGE AREA ARC | |||||||||||
| 120 WEST COLLEGE DRIVE | AVON PARK | FL | 33825 | 590829984 | 501(C)(3) | 34369 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| SUNRISE COMMUNITIES OF POLK COUNTY | |||||||||||
| 1339 GOLCONDRA ROAD | LAKELAND | FL | 33801 | 650714062 | 501(C)(3) | 39114 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| EPILEPSY SERVICES OF W CENT FL | |||||||||||
| 305 S FLORIDA AVE | LAKELAND | FL | 33801 | 593151484 | 501(C)(3) | 39933 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| WOMEN'S CARE CENTER | |||||||||||
| PO BOX 1041 | BARTOW | FL | 338311041 | 650332777 | 501(C)(3) | 40445 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| HARDEE COUNTY FAMILY YMCA | |||||||||||
| 610 WEST ORANGE STREET | WAUCHULA | FL | 33873 | 591618413 | 501(C)(3) | 41186 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| INNERACT ALLIANCE | |||||||||||
| 621 S FLORIDA AVE | LAKELAND | FL | 33801 | 592844663 | 501(C)(3) | 43370 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| EARLY LEARNING COALITION -HARDEE | |||||||||||
| 3028 CARING WAY SUITE 4 | PORT CHARLOTTE | FL | 33952 | 533738819 | 501(C)(3) | 45704 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| CHURCH SERVICE CENTER | |||||||||||
| 290 E CHURCH STREET | BARTOW | FL | 338303924 | 591162397 | 501(C)(3) | 49240 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| FROSTPROOF CARE CENTER | |||||||||||
| 21 S SCENIC HIGHWAY | FROSTPROOF | FL | 338432120 | 592988744 | 501(C)(3) | 52746 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| YMCA OF WEST CENTRAL FLORIDA | |||||||||||
| 3620 CLEVELAND HEIGHTS BLVD | LAKELAND | FL | 338034997 | 591158144 | 501(C)(3) | 54320 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| YOUTH & FAMILY ALTERNATIVES | |||||||||||
| 7524 PLATHE ROAD | NEW PORT RICHEY | FL | 34653 | 591545990 | 501(C)(3) | 54602 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| TAMPA LIGHTHOUSE FOR THE BLIND | |||||||||||
| 1106 WEST PLATT STREET | TAMPA | FL | 336062199 | 590637876 | 501(C)(3) | 58231 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| NU-HOPE ELDER CARE SERVICES INC | |||||||||||
| 6414 US HWY 27 SOUTH | SEBRING | FL | 33875 | 591634802 | 501(C)(3) | 59306 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| FAMILY EMERGENCY SERVICE CNTR | |||||||||||
| PO BOX 624 | WINTER HAVEN | FL | 338820624 | 590609724 | 501(C)(3) | 59366 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| HEART OF FL LEGAL AID SOCIETY INC | |||||||||||
| 510 S BROADWAY AVE | BARTOW | FL | 33830 | 596215748 | 501(C)(3) | 65006 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | SUITE 2 |
| WOMEN'S RESOURCE CENTER | |||||||||||
| 165 AVENUE A NW | WINTER HAVEN | FL | 338814012 | 592344584 | 501(C)(3) | 66406 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| EXPLORATIONS V MUSEUM | |||||||||||
| 109 N KENTUCKY AVENUE | LAKELAND | FL | 33801 | 592994883 | 501(C)(3) | 78169 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| LAKE WALES FAMILY YMCA | |||||||||||
| 1001 BURNS AVE | LAKE WALES | FL | 338533499 | 591741481 | 501(C)(3) | 80581 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| MULBERRY COMMUNITY SERVICE CENTER | |||||||||||
| 301 NE 5TH STREET | MULBERRY | FL | 338602138 | 591896141 | 501(C)(3) | 81577 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| AMERICAN CANCER SOCIETY | |||||||||||
| 809 S FLORIDA AVENUE | LAKELAND | FL | 33801 | 131788491 | 501(C)(3) | 92684 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| LEARNING RESOURCE CENTER | |||||||||||
| 1628 S FLORIDA AVENUE | LAKELAND | FL | 33803 | 510182646 | 501(C)(3) | 94089 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| BOY SCOUTS-GULF RIDGE COUNCIL | |||||||||||
| 13228 N CENTRAL AVENUE | TAMPA | FL | 33612 | 590624406 | 501(C)(3) | 95964 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| TRI-COUNTY HUMAN SERVICES INC | |||||||||||
| 1815 CRYSTAL LAKE DRIVE | LAKELAND | FL | 338015979 | 591708182 | 501(C)(3) | 102769 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| LAKELAND VOLUNTEERS IN MEDICINE | |||||||||||
| 1021 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | 522351630 | 501(C)(3) | 119179 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| CATHOLIC CHARITIES | |||||||||||
| 1801 EAST MEMORIAL BLVD | LAKELAND | FL | 33801 | 591084272 | 501(C)(3) | 135908 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| BIG BROTHERS & BIG SISTERS | |||||||||||
| 201 N KENTUCKY AVE 1 | LAKELAND | FL | 338014962 | 592173085 | 501(C)(3) | 135923 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| SALVATION ARMY OF EAST POLK | |||||||||||
| PO BOX 1069 | WINTER HAVEN | FL | 338821069 | 590631403 | 501(C)(3) | 140250 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| CHILDREN'S HOME SOCIETY | |||||||||||
| 1260 SOUTH GOLFVIEW AVE | BARTOW | FL | 33830 | 590192430 | 501(C)(3) | 153786 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| GIRL SCOUTS-WEST CENTRAL FL | |||||||||||
| 1831 N GILMORE AVE | LAKELAND | FL | 338053017 | 590895909 | 501(C)(3) | 154187 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| GOOD SHEPHERD HOSPICE | |||||||||||
| 105 ARNESON AVENUE | AUBURNDALE | FL | 33823 | 591926521 | 501(C)(3) | 154788 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| GIRLS INCORPORATED OF WH | |||||||||||
| PO BOX 7285 | WINTER HAVEN | FL | 338837285 | 591158810 | 501(C)(3) | 157584 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| GIRLS INCORPORATED OF LAKELAND | |||||||||||
| PO BOX 1975 | LAKELAND | FL | 338021975 | 237101551 | 501(C)(3) | 178625 | 0 | N/A | N/A | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| HELP OF FORT MEADE | |||||||||||
| 121 WEST BROADWAY STREET | FORT MEADE | FL | 33841 | 592993886 | 501(C)(3) | 186417 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| PEACE RIVER CENTER | |||||||||||
| P O BOX 1559 | BARTOW | FL | 338311559 | 590818924 | 501(C)(3) | 189425 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| VOLUNTEERS IN SERVICE TO THE ELDERLY | |||||||||||
| 1232 EAST MAGNOLIA STREET | LAKELAND | FL | 338012126 | 592625297 | 501(C)(3) | 197867 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| ALLIANCE FOR INDEPENDENCE | |||||||||||
| 1038 SUNSHINE DRIVE EAST | LAKELAND | FL | 33801 | 590812958 | 501(C)(3) | 206160 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| AMERICAN NATIONAL RED CROSS-WH | |||||||||||
| 147 AVENUE A NORTHWEST | WINTER HAVEN | FL | 33881 | 530196605 | 501(C)(3) | 221417 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| TALBOT HOUSE MINISTRIES | |||||||||||
| PO BOX 902 | LAKELAND | FL | 338020902 | 592151802 | 501(C)(3) | 226122 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| ACHIEVEMENT ACADEMY INC | |||||||||||
| 716 E BELLA VISTA STREET | LAKELAND | FL | 338053009 | 590774205 | 501(C)(3) | 248341 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| CITRUS CENTER BOYS & GIRLS CLUB INC | |||||||||||
| PO BOX 2666 | WINTER HAVEN | FL | 338832666 | 590776417 | 501(C)(3) | 256537 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| BOYS & GIRLS CLUB OF LAKELAND | |||||||||||
| PO BOX 763 | LAKELAND | FL | 33802 | 590171815 | 501(C)(3) | 281389 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| EARLY LEARNING COALITION-POLK COUNTY | |||||||||||
| 1765 N BROADWAY AVENUE | BARTOW | FL | 33830 | 593648316 | 501(C)(3) | 292473 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| CENTRAL FLORIDA SPEECH & HEARING | |||||||||||
| 710 E BELLA VISTA | LAKELAND | FL | 33805 | 590939466 | 501(C)(3) | 367114 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| SALVATION ARMY SERVING WESTERN POLK | |||||||||||
| PO BOX 928 | LAKELAND | FL | 338020928 | 590631403 | 501(C)(3) | 407673 | 0 | N/A | N/A | PROGRAM OPERATING COST | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 75 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| ASSISTANCE WITH RENT & UTILITIES FOR FAMILIES | 81 | 65527 | 0 | N/A | N/A |
| ASSISTANCE WITH FOOD ITEMS FOR FAMILIES | 34 | 0 | 18800 | RESALE/REDEMPTION VALUE | GROCERY GIFT CARDS |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring use of grant funds | Schedule I, Part I, Line 2 | MEMBER AGENCIES OF THE UNITED WAY OF CENTRAL FL SUBMIT AN ANNUAL APPLICATION TO THE COMMUNITY IMPACT DEPARTMENT FOR REVIEW. THIS APPLICATION PROVES ONGOING ELIGIBILITY OF THE AGENCY AND ITS PROGRAMS. FOR NON-MEMBER AGENCIES OF THE UNITED WAY OF CENTRAL FL, AN APPLICATION PACKET IS MAILED AND ELIGIBILITY FOR THAT AGENCY TO RECEIVE DESIGNATED FUNDS IS DETERMINED. NON-MEMBER APPLICATIONS ARE GOOD FOR THREE YEARS. EACH YEAR MORE THAN 100 VOLUNTEERS ON 15 TEAMS VISIT PROGRAM SITES, REVIEW PREVIOUS INVESTMENTS, PROGRAM GOALS AND OUTCOMES, AND MAKE RECOMMENDATIONS ABOUT THE MOST EFFECTIVE WAY TO MEET CRITICAL NEEDS. THE PROCESS INCLUDES: 1. AN ON-LINE APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE, HISTORIC AND ANTICIPATED RESULTS FROM USE OF THE FUNDING. APPLICATIONS INCLUDE AGENCY AND PROGRAM BUDGETS, PROGRAM PROFILE, DEMOGRAPHICS, SPECIFIC OUTCOMES AND RELATED INDICATORS THAT MEASURE RESULTS. SOCIAL CONDITIONS IDENTIFY THE NEED FOR THE SERVICE IN THE COMMUNITY. A SUCCESS STORY PROVIDES AN EXAMPLE OF A CLIENT WHOSE LIFE WAS IMPACTED BY THE SERVICE. 2. FINANCIAL REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND POLICIES. PARTNER PROGRAMS SUBMIT BUDGETS. 3. A COPY OF THE ORGANIZATION'S 990 AND AUDIT ARE ALSO REQUIRED. 4. VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT ARE INCLUDED IN THE APPLICATION. 5. VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501 (C) (3) NONPROFIT ORGANIZATION. PARTNER PROGRAMS ARE REQUIRED TO PROVIDE UWCF WITH 6 MONTH PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED AS WELL AS A FINAL REPORT. |
| DEFINITIONS OF CODES USED: | PART II, LINE 1(H) | GENERAL OPERATING COST: AN UNRESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF ITS GENERAL OPERATING COSTS PROGRAM OPERATING COST: A RESTRICTED GRANT MADE TO AN AGENCY IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES DONOR DESIGNATED FOR GENERAL SUPPORT: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR (S) IN SUPPORT OF ITS GENERAL OPERATING COSTS DONOR DESIGNATED FOR PROGRAM COSTS: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR (S) IN SUPPORT OF THE COSTS ASSOCIATED WITH A SPECIFIC PROGRAM THAT IT OPERATES DONOR DESIGNATED FOR DISASTER/EMERGENCY RELIEF: AN UNRESTRICTED GRANT MADE TO AN AGENCY AT THE DIRECTION OF THE DONOR (S) IN SUPPORT OF THE COSTS ASSOCIATED WITH PROVIDING DISASTER/EMERGENCY RELIEF EFFORTS TO VICTIMS DONOR DESIGNATED, 3RD PARTY PROCESSED, FOR GENERAL SUPPORT: AN UNRESTRICTED GRANT MADE TO AN AGENCY, AT THE DIRECTION OF THE DONOR(S), COLLECTED AND PAID DIRECTLY TO THE AGENCY BY A 3RD PARTY, IN SUPPORT OF ITS GENERAL OPERATING COSTS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERRY WORTHINGTON | NamePerson |
| Base Compensation Filing Org | 125349 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 19432 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 18440 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 163221 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 23165 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SUPPLIES | 10 | 276 | COST |
| X | COMPUTERS | 1 | 662 | COST |
| X | COMPUTER SOFTWARE | 1 | 14500 | COST |
| X | CHRISTMAS TREES | 1 | 184 | COST |
| X | WINE | 1 | 550 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanations of reporting method for number of contributions | Schedule M, Part I | SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 9 | NUMBER OF CONTRIBUTIONS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line other=SUPPLIES | NUMBER OF CONTRIBUTIONS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line other=COMPUTERS | NUMBER OF CONTRIBUTIONS |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line other=COMPUTER SOFTWARE | NUMBER OF CONTRIBUTIONS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| New program services | Form 990, Part III, Line 2 | WOMEN'S LEADERSHIP COUNCIL - READINGPALS: IN SPRING 2012, UWCF RECEIVED A FIRST YEAR GRANT TO BEGIN WOMEN'S LEADERSHIP COUNCIL'S READINGPALS. PLANNING AND IMPLEMENTATION INCLUDE COLLABORATIONS WITH POLK COUNTY SCHOOLS, EARLY LEARNING COALITION OF POLK AND LEARNING RESOURCE CENTER. READINGPALS FOCUSES ON ENGAGING, TRAINING AND DEPLOYING VOLUNTEER TUTORS TO INCREASE THE NUMBER OF STUDENTS READING AT GRADE LEVEL BY THE END OF 3RD GRADE. IT IS IMPORTANT TO OUR COMMUNITY THAT WE MAKE A UNITED EFFORT TO REDUCE THE CLOSE TO 40% OF CHILDREN WHO ARE NOT READING AT GRADE LEVEL. THE GOAL IS TO HAVE 500 READINGPALS IN 12 SCHOOLS BY THE END OF 2015. |
| Description of other program services | Form 990, Part III, Line 4d | OTHER PROGRAM SERVICES: SUCCESS BY 6: MOBILIZES VOLUNTEERS FROM LOCAL ORGANIZATIONS, BUSINESSES, GOVERNMENT, CHURCHES, CIVIC GROUPS, EDUCATORS AND HUMAN SERVICES TO ENSURE THAT ALL CHILDREN, BY THE AGE OF SIX HAVE THE PHYSICAL, EMOTIONAL, SOCIAL AND MENTAL FOUNDATION TO SUCCEED IN SCHOOL AND IN LIFE. SINCE 1995, UWCF'S SB6 HAS FOCUSED ON EARLY LITERACY TO HELP CHILDREN ENTER SCHOOL READY TO SUCCEED. LET'S GROW: FOCUSES ON IMPROVING LANGUAGE SKILLS OF CHILDREN AT-RISK OF SCHOOL FAILURE. LANGUAGE SKILLS PREDICT THE ABILITY OF CHILDREN TO LEARN TO READ. THE GOAL IS TO ELIMINATE THE GAP IN EARLY LITERACY BETWEEN CHILDREN FROM LOW AND MIDDLE/HIGH INCOME LEVELS BY 2015. 2-1-1: PROVIDES INFORMATION AND REFERRALS TO FAMILIES/INDIVIDUALS AND COMMUNITY GROUPS CONCERNING LOCAL SERVICES AND RESOURCES. 2-1-1 ALSO IDENTIFIES GAPS IN SERVICES; ASSISTS IN CREATING REMEDIES TO MEET LOCAL NEEDS; CONNECTS PEOPLE TO RESOURCES; AND ADVOCATES FOR ACCESS TO RESOURCES. IT ALSO WORKS TO PROVIDE BETTER SERVICE, ACCESS AND INFORMATION TO THE HISPANIC COMMUNITY. DISASTER RELIEF: PROVIDES IMMEDIATE ASSISTANCE AND LONG TERM RECOVERY SUPPORT TO OUR COMMUNITY'S MOST URGENT DISASTER RELIEF NEEDS. UWCF MEETS WITH PARTNERS TO COORDINATE THE EFFORTS OF GOVERNMENT, NON-PROFIT AND FAITH-BASED ORGANIZATIONS INVOLVED IN DISASTER RESPONSE. |
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | THE EXECUTIVE COMMITTEE IS COMPOSED OF ALL OFFICERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY ACT BROADLY ON BEHALF OF THE FULL BOARD WHENEVER THE NEED ARISES OR THE FULL BOARD IS NOT SCHEDULED OR CANNOT MEET. |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED TO DESCRIBE AN EXECUTIVE COMMITTEE WHICH IS AUTHORIZED TO ACT ON THE BOARD'S BEHALF IN (I.) DETERMINING APPROPRIATE COMPENSATION FOR UWCF'S EXECUTIVES AND OTHER DISQUALIFIED PERSONS; (II) EVALUATING EXECUTIVES' AND OTHER DISQUALIFIED PERSONS' COMPENSATION PLANS, POLICIES AND PROGRAMS; (III) REVIEWING BENEFIT PLANS FOR EXECUTIVES AND OTHER DISQUALIFIED PERSONS AND (IV) VERYIFYING THAT COMPENSATION INFORMATION IS APPROPRIATELY AND FULLY DISCLOSED. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | A FULL ELECTRONIC COPY OF THE FORM 990 WAS E-MAILED TO THE BOARD INCLUDING THE FINANCE COMMITTTEE. THE FINANCE COMMITTEE REVIEWED THE FORM 990 IN MORE DEPTH AND REPORTED AT THE SUBSEQUENT BOARD MEETING, PRIOR TO THE 990'S FILING. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | EACH YEAR BOARD MEMBERS AND STAFF ARE ASKED TO REVIEW AND BECOME FAMILIAR, OR REFAMILIARIZE THEMSELVES WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND TO STATE ANY EXISTING CONFLICTS AS DEFINED IN THE POLICY. DIRECTORS WITH CONFLICTS ABSTAIN FROM VOTING ON RELATED ISSUES AS NOTED IN THE MINUTES OF THE MEETING. PRIOR TO EACH FISCAL YEAR END A COMPLETED QUESTIONNAIRE IS ALSO SENT TO DIRECTORS TO DISCLOSE FAMILY AND BUSINESS RELATIONSHIPS AND ESTABLISH WHETHER THERE MIGHT BE ANY RELATIONSHIPS OR BUSINESS TRANSACTIONS TO REPORT OR DISCLOSE IN THE FORM 990 SCHEDULE L OR THAT AFFECT INDEPENDENCE. THE RESPONSES ARE REVIEWED, MAINTAINED, AND SUMMARIZED BY THE ADMINISTRATIVE ASSISTANT TO THE PRESIDENT. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | UWCF ADOPTED AN EXECUTIVE COMPENSATION PROGRAM POLICY GUIDE IN JUNE 2009 FOR PERFORMANCE AND COMPENSATION OF THE CEO, CFO AND OTHER MEMBERS OF THE LEADERSHIP TEAM. UWCF WILL STRIVE TO PROVIDE EXECUTIVE SALARIES AND TOTAL COMPENSATION LEVELS THAT ARE COMPETITIVE WITH THE MARKETPLACE AND THAT ARE INTERNALLY EQUITABLE. UWCF WILL REWARD EXECUTIVE PERFORMANCE BASED ON PREDETERMINED GOALS AND OBJECTIVES SUPPORTIVE OF THE MISSION AND BUSINESS OBJECTIVE. FINALLY, UWCF WILL STRIVE TO PROVIDE COMPETITIVE, AFFORDABLE, AND FAIR EXECUTIVE PERQUISITES AND EXECUTIVE BENEFITS. ENFORCEMENT AND ADMINISTRATIVE RESPONSIBILITIES FOR THE PROGRAM INVOLVING THE CEO AND CFO RESTS WITH THE EXECUTIVE COMMITTEE. THOSE SAME RESPONSIBILITIES REST WITH THE CEO FOR ALL OTHER MEMBERS OF THE LEADERSHIP TEAM. THE EXECUTIVE COMMITTEE MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE AND COMPENSATION. A COMPENSATION COMMITTEE, WHOSE CHAIR IS SELECTED BY THE BOARD CHAIR, ANALYZES AND COMPARES SALARIES AND BENEFITS OF SIMILAR SIZE UNITED WAYS. A RECOMMENDATION IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE DECISIONS MADE BY THE EXECUTIVE COMMITTEE ARE DOCUMENTED IN THE EMPLOYEE'S FILE. IN THE DETERMINATION OF COMPENSATION, COMPARABILITY DATA PROVIDED BY UNITED WAY WORLDWIDE IS USED TO ENSURE REASONABLENESS. THIS PROCESS WAS LAST DONE PRIOR TO AND CONTINUING AFTER JUNE 2012. |
| COMPENSATION OF OTHER OFFICERS | FORM 990, PART VI, LINE 15B | THE ORGANIZATION'S CEO REVIEWS AND APPROVES COMPENSATION FOR THE OTHER OFFICERS. THE CEO USES COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. THE PROCESS IS DOCUMENTED IN EACH EMPLOYEE'S FILE. THIS PROCESS IS UNDERTAKEN ANNUALLY. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.UWCF.ORG. THESE DOCUMENTS AS WELL AS THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY PHONE, MAIL OR IN PERSON. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -114156; CHANGE IN BENEFICIAL INTEREST IN TRUSTS - 81623; RECOVERY OF PRIOR YEAR UNCOLLECTIBLE PLEDGES - 54788; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERPETUAL TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | TRUST | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWCF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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