2012-11-15T07:35:41-06:00 2011-12-31 320000304 LEWIS BIRCH & RICARDO LLC 1401 COURT STREET CLEARWATER FL 337566146 990 2011-01-01 593384413 CHARITY WORKS INC CHAR 7274472064 635 COURT STREET SUITE 130 CLEARWATER FL 33756 CHRIS RENFROW 7274472064 2012-11-14 1 BETTY ISLER CPA P00541979 7274463058 2011 2016-02-24 21:20:13Z CHRIS R RENFROW 635 COURT STREET SUITE 130 CLEARWATER FL 33756 247632 0 X WWW.CHARITYWORKS.ORG X 1996 FL HELPING THOSE WHO HELP OTHERS 6 5 2 150 0 0 158983 141805 0 0 0 0 -27236 11577 131747 153382 29309 40323 0 0 70600 75769 0 0 23826 60496 59967 160405 176059 -28658 -22677 27813 44750 606520 649407 -578707 -604657 X TO PROMOTE CHARITABLE GIVING AND ASSIST CHARITABLE NONPROFIT ORGANIZATIONS IN MANAGING THEIR RESOURCES MORE EFFECTIVELY WHEN USED TO AQUIRE GOODS AND SERVICES FROM OTHERS. 0 0 79299 0 CHARITABLE ALLIANCE NETWORK PROGRAM (THE "CAN" PROGRAM):CHARITY WORKS PROVIDES CHARITIES, OTHER NON-PROFIT ENTITIES AND SCHOOLS ("NONPROFITS") WITH ACCESS TO SIGNIFICANTLY DISCOUNTED PRICES ON A BROAD RANGE OF PRODUCTS AND SERVICES THROUGH ITS CAN PROGRAM. THROUGH THE DEVELOPMENT OF BENEFICIAL NETWORKS AND STRATEGIC ALLIANCES, PEOPLE ENJOY COLLABORATIVE ACTION THAT HELPS CREATE VALUE AND REDUCE OPERATING COSTS.THE CAN PROGRAM DIRECTLY BENEFITS NONPROFITS BY PROVIDING THE FOLLOWING PURCHASING ADVISORY SERVICES: - MATCHING NEEDS WITH PRODUCT SPECIFICATIONS/SERVICE REQUIREMENTS - LOCATING QUALIFIED VENDORS/SUPPLIERS - NEGOTIATING CONTRACT TERMS - PURCHASING CONSULTATIONTHE OUTCOME OF THE CAN PROGRAM IS A COLLABORATIVE PROCESS WHEREBY THE PUBLIC AND PRIVATE SECTORS WORK MORE EFFECTIVELY AND EFFICIENTLY TOGETHER IN SERVING HUMANITARIAN CAUSES AND THUS RELIEVE GOVERNMENT OF ADMINISTRATIVE BURDEN.ANNUALLY NONPROFITS IN FLORIDA AND THROUGHOUT THE UNITED STATES BENEFIT FROM THE SERVICES RENDERED UNDER THE CAN RESOURCE FINDER PROGRAM.COMMON GROUND PROJECT:CHARITY WORKS PROMOTES A PROJECT CALLED "COMMON GROUND" THAT INVOLVES COOPERATIVE PURCHASING INITIATIVES BETWEEN GOVERNMENT AGENCIES AND QUALIFIED NONPROFIT ENTITIES. THE PROJECT IS BASED ON THE THEORY THAT "CHARITIES" ARE INSTRUMENTALITIES OF GOVERNMENT AND, AS SUCH, SHOULD HAVE STATUTORY ACCESS TO COMPETITIVELY BID PURCHASING CONTRACTS THAT ARE NEGOTIATED AND MANAGED BY FEDERAL, STATE, AND/OR LOCAL GOVERNMENT AGENCIES. TODAY, A SIGNIFICANT NUMBER OF ALL NONPROFITS IN THE UNITED STATES RECEIVE FUNDING EITHER IN WHOLE OR PART FROM ONE OR MORE GOVERNMENT AGENCIES. GOVERNMENT OFFICIALS TEND TO AGREE THAT IT MAKES SENSE TO ALLOW QUALIFIED NONPROFITS ACCESS TO GOVERNMENT PURCHASING CONTRACTS. HOWEVER, THESE GOVERNMENT OFFICIALS ARE GENERALLY RELUCTANT TO RECOGNIZE AND RESPONSIBLY SERVE THESE SPECIAL USERS. THIS PROJECT ESTABLISHES CHARITY WORKS AS THE FACILITATING ADMINISTRATIVE ORGANIZATION THAT HELPS TO UNITE THE COMMON TRADING INTERESTS AMONG AND BETWEEN DONORS, GOVERNMENT AGENCIES, NONPROFITS, AND VENDORS.COMMON GROUND IS DESIGNED TO LEVERAGE THE PURCHASING POWER OF IRS APPROVED NONPROFITS THROUGHOUT THE UNITED STATES. BASED ON OUR RESEARCH, THIS PROJECT COULD GENERATE BILLIONS OF DOLLARS OF ANNUAL SAVINGS ON GOODS AND SERVICES PURCHASED BY THE NONPROFIT SECTOR. EVEN UNITED STATES-BASED INTERNATIONAL RELIEF ORGANIZATIONS COULD BENEFIT FROM HAVING NON-MANDATORY ACCESS TO GOVERNMENT-VENDOR CONTRACTS THROUGH AN INTERMEDIARY LIKE CHARITY WORKS. THIS PROJECT HELPS TO ESTABLISH PRICING PARITY WITH THOSE LIMITED NUMBER OF NONPROFITS THAT ALREADY HAVE LEGISLATIVE AUTHORITY TO USE THE UNITED STATES GENERAL SERVICES ADMINISTRATION'S FEDERAL SUPPLY SERVICE MULTIPLE AWARD SCHEDULES PROGRAM. THREE STATES--NEW YORK, TEXAS AND FLORIDA--HAVE PASSED LAWS TO INCLUDE CHARITIES AND OTHER NONPROFITS UNDER THEIR RESPECTIVE PURCHASING SYSTEMS. HOWEVER, THE LEVEL OF RECOGNITION VARIES IN EACH STATE. FOR EXAMPLE, IN FLORIDA THE DEPARTMENT MANAGEMENT SERVICES ("DMS") REDEFINED THE TERM "ELIGIBLE USERS" IN 2004 AND RECANTED ON ITS EARLIER POSITION TO TREAT CHARITIES AS SUCH. ALTHOUGH DMS HAS THE LEGAL AUTHORITY TO INCLUDE CHARITIES AND OTHER NONPROFITS AS ELIGIBLE USERS, ITS VENDORS ARE "ENCOURAGED" TO EXTEND STATE TERM CONTRACT PRICING TO THOSE ENTITIES THAT ARE RECOGNIZED UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. OF COURSE, STATE APPROVED VENDORS ARE UNDER NO LEGAL OBLIGATION TO PAY USER FEES TO DMS FOR THEIR CONTRACT EXTENSION TO AND THE PURCHASES MADE BY THESE ENTITIES. THUS, IRS APPROVED CHARITIES MAY NEGOTIATE EVEN HIGHER LEVEL OF DISCOUNTS FROM GOVERNMENT-APPROVED VENDORS BASED ON THEIR PREFERENTIAL CUSTOMER CLASSIFICATION AND STATUS.CHARITY WORKS' GOAL IS TO ENGAGE ALL LEVELS OF GOVERNMENT IN SUPPORTING COOPERATIVE PURCHASING THROUGH STATUTORY CHANGES THAT WILL EFFECTIVELY REDUCE THE DUPLICATIVE ADMINISTRATIVE FUNCTIONS AND RELATED EXPENSES THAT EACH INCUR WHEN CONTRACTING WITH VENDORS TO ACQUIRE THE SAME TYPES OF PRODUCTS AND SERVICES. OUR VISION, ALTHOUGH CHALLENGING, IS TO HELP MAKE FLORIDA THE FIRST STATE IN THE UNITED STATES THAT RECOGNIZES ITS QUALIFIED NONPROFITS AS ELIGIBLE USERS OF ITS COMPETITIVELY BID STATE, COUNTY AND CITY PURCHASING CONTRACTS.ALSO, THE COMMON GROUND PROJECT WILL ESTABLISH AND PROMOTE STANDARDS FOR RESPONSIBLE SPENDING BY NONPROFITS. BY CREATING A BASE-LINE PRICE CEILING DERIVED FROM ALL LEVELS OF GOVERNMENT-VENDOR CONTRACTS, NONPROFITS WILL BE ABLE TO COMPARE AND GAUGE THE EFFECTIVENESS OF THEIR ACTUAL SPENDING. NONPROFIT TRUSTEES AND DIRECTORS IN EXERCISING THEIR FIDUCIARY DUTIES COULD USE THESE STANDARDS TO REASONABLY MEASURE NONPROFIT SPENDING. THIS PROJECT IS DESIGNED TO INCREASE THE TRUST FACTOR FOR DONORS, THEREBY STRENGTHENING THE FINANCIAL VIABILITY OF THE NONPROFIT SECTOR DUE TO THE NEED FOR RENEWED CONFIDENCE IN CHARITABLE SPENDING. 2702 2241 CHARITYWORKS HOLIDAY GIFT GIVING FUND:THE HOLIDAY GIFT GIVING FUND ("HOLIDAY FUND") WAS ESTABLISHED IN 2007 TO: 1) ENCOURAGE PEOPLE TO GIVE DURING THE HOLIDAY SEASON, 2) LEVERAGE CHARITABLE GIFTS PURCHASED FOR UNDERPRIVILEGED CHILDREN, 3)STRENGTHEN RELATIONSHIPS BETWEEN LOCAL RETAILERS AND CHILDREN'S CHARITIES, AND 4) PROMOTE VOLUNTEERISM DURING THE HOLIDAY SEASON. IN 2011, PROCEEDS FROM THE HOLIDAY FUND BENEFITED CHILDREN AND FAMILIES IN THE TAMPA BAY AREA OF FLORIDA AND INCLUDED DISTRIBUTIONS OF CASH AND GIFTS SUCH AS CLOTHES, TOYS AND OTHER BASIC NECESSITIES TO VARIOUS PARTICIPATING NONPROFITS AND INDIVIDUALS. THE PROGRAM MAY BE EXPANDED STATEWIDE IN THE NEAR FUTURE. 25100 27545 GIVE HOPE USA PROGRAM: CHARITY WORKS LAUNCHED A NEW PROGRAM IN 2010 CALLED GIVE HOPE USA WHICH IS DESIGNED TO PROVIDE TEMPORARY RELIEF AND WELLNESS AID TO THE ECONOMICALLY DISADVANTAGED AND HEALTH-STRESSED FAMILIES AND INDIVIDUALS THROUGH LOCAL NONPROFITS AND SCHOOLS. THE FIRST PACKS DISTRIBUTION WAS MADE IN DECEMBER 2010 TO ONE NONPROFIT LOCATED IN CLEARWATER, FLORIDA. EACH WELLNESS-MEDICAL AID PACK MAY CONTAIN VARIOUS PRODUCTS IN UP TO THREE DIFFERENT CATEGORIES: FOOD SUPPLEMENTS, HYGIENE PRODUCTS AND OVER-THE-COUNTER MEDICINES. IN ADDITION, A PACK MAY INCLUDE A PAMPHLET ON HOW TO MAINTAIN A HEALTHY DIET, A VICINITY MAP, A REFERENCE CARD LISTING HUMANITARIAN ASSISTANCE CENTERS IN THE LOCAL COMMUNITY SERVED, AND OTHER TYPES OF BASIC NEEDS INFORMATION SUCH AS TRANSPORTATION OPTIONS, DISCOUNT PROGRAMS, COUPONS, ETC. PACKS MAY BE CUSTOMIZED BASED ON SPECIFIC NEEDS OF A PARTICIPATING NONPROFIT. IN AN EFFORT TO HELP SUSTAIN THE PROGRAM, CHARITY WORKS WILL BE MARKETING IT TO MANUFACTURERS AND DISTRIBUTORS FOR PRODUCT PLACEMENT AND BRANDING CONSIDERATIONS. RETAILERS WILL BE GIVEN THE OPPORTUNITY TO LICENSE THE PROGRAM AS A CAUSE-RELATED SALES PROMOTION THAT PROVIDES THEIR CUSTOMERS A CONVENIENT WAY TO MAKE IN-STORE, TAX-DEDUCTIBLE CONTRIBUTIONS TO SUPPORT THE PROGRAM. 10287 10537 10287 10537 117388 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 7 1 1 2 1 0 0 0 0 0 1 1 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 FL X CHRIS RENFROW 7274472064 635 COURT ST STE 130 CLEARWATER FL 33756 CHRIS RENFROW 40.00 X X 28153 0 5677 EVERETT S RICE 1.00 X X 0 0 0 JEANETTE G RENFROW 1.00 X 0 0 0 RUSTY MCCLELLAND 1.00 X 0 0 0 TERRY MCCOY 1.00 X 0 0 0 ELAINE WAHL 1.00 X X 0 0 0 28153 0 5677 0 0 0 0 0 59894 81911 28084 141805 53729 59894 49509 4220 4220 52098 44741 7357 7357 153382 7357 0 4220 40323 40323 65678 49258 6568 9852 7373 5161 369 1843 2718 2010 244 464 250 250 6038 6038 4354 2574 219 1561 1201 523 201 477 24051 8688 6935 8428 990 255 255 480 12000 4800 7200 2767 1578 934 255 3036 1478 1211 347 1962 1962 1190 476 595 119 2128 264 1864 176059 117388 34845 23826 3525 5994 15000 2319 5067 16281 15512 2653 1331 18909 17063 3035 1846 27813 44750 603153 646503 3367 2904 606520 649407 X -586408 -619657 7701 15000 -578707 -604657 27813 44750 X -22677 -3273 X 0 1 1 X 0 X 45603 200628 144376 158983 141805 691395 92797 163582 115429 64924 105827 542559 138400 364210 259805 223907 247632 1233954 6700 4735 8371 10080 425 30311 0 6700 4735 8371 10080 425 30311 1203643 138400 364210 259805 223907 247632 1233954 0.97540 0.96590 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7701 15000 7701 15000 10000 2299 7701 1.00000 0 0 18909 17063 1846 1846 153382 176059 -22677 -3273 -3273 -25950 262720 109338 109338 153382 0 153382 288670 112611 112611 176059 0 176059 PART V ENDOWMENT FUNDS DURING 2010, CHARITY WORKS RECEIVED A $10,000 GRANT FROM ALLEGANY FRANCISCAN MINISTRIES, INC. TO BE USED FOR SUPPLIES FOR THE WELLNESS PACKAGES THAT ARE PART OF THEIR GIVE HOPE USA PROGRAM. DUE TO THE RESTRICTIVE NATURE OF THE GRANT, THE UNUSED PORTION TOTALING $7,701 WAS RECORDED AS TEMPORARILY RESTRICTED NET ASSETS AT DECEMBER 31, 2010. THESE FUNDS WERE UTILIZED DURING 2011 FOR SUPPLIES IN THE WELLNESS PACKAGES; THEREFORE, THE $7,701 HAS BEEN REFLECTED AS NET ASSETS RELEASED FROM RESTRICTIONS IN 2011. DURING 2011, CHARITY WORKS RECEIVED A $15,000 PLEDGE FROM AN INDIVIDUAL FOR DENTAL KITS FOR KIDS. THIS AMOUNT HAS BEEN REFLECTED AS A CONTRIBUTION TO TEMPORARILY RESTRICTED NET ASSETS. NO AMOUNTS WERE SPENT DURING 2011 FOR THE RESTRICTED NATURE OF THE DONATION. THE FULL $15,000 IS RECORDED AS TEMPORARILY RESTRICTED NET ASSETS AT DECEMBER 31,2011 AND IS AVAILABLE FOR THE PROGRAM IN 2012. AT DECEMBER 31, 2011 AND 2010, THERE WERE NO PERMANENTLY RESTRICTED ASSETS. DINNER/AUCTION 56413 24566 31847 2464 7542 400 16967 GOLF EVENT 32327 17947 14380 12835 3018 2 23107 15605 7502 1630 4628 111847 58118 53729 2464 20377 2030 24613 49484 4245 1 BELLEAIR ELEMENTRAY 1156 LAKEVIEW RD CLEARWATER FL 33756 596000799 501(C)(3) 5013 FMV WELLNESS-MEDICAL AID PACKS TO PROVIDE HEALTHCARE ITEMS TO CHILDREN IN NEED FICPA- SUNCOAST CHAPTER 12425 28TH ST N STE 300 ST PETERSBURG FL 33716 590578470 501(C)(6) 10287 COLLEGE SCHOLARSHIPS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CHARITY WORKS ALLOCATES AVAILABLE FUNDS TO CHARITABLE ORGANIZATIONALS AND INDIVIDUALS BASED ON RELATIVE NEED AND PARTICIPATION IN CHARITY WORKS' PROGRAMS. X 130 X 164 X 5 1672 X HEALTH CARE ITEMS 9 5940 X OFFICE SUPPLIES 3 5479 X FUNDRAISING SUPPLIES 69 24699 X BICYCLES 1 500 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHRIS RENFROW AND JEANETTE RENFROW ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED BY A CPA FIRM. ONCE THE RETURN IS PREPARED, IT IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS. EACH OF THESE INDIVIDUALS IS REQUIRED TO INFORM THE BOARD OF DIRECTORS REGARDING ANY TRANSACTION FROM WHICH A PERSON MIGHT BENEFIT AS WELL AS RELATIONSHIPS WITH ANY OTHER OFFICERS, DIRECTORS OR KEY EMPLOYEES OR RELATED ORGANIZATIONS. INDIVIDUALS ARE ASKED TO INFORM THE BOARD OF CHANGES AS THEY OCCUR. THE BOARD CHAIR REVIEWS ALL RESPONSES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE OF THE TOP MANAGEMENT OFFICIAL THROUGH AN ANNUAL PERFORMANCE REVIEW. THE BOARD CONSIDERS THIS REVIEW AND MARKET CONDITIONS WHEN DETERMINING THE COMPENSATION AMOUNT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, INCLUDING THE FORM 990, ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: -3,273.