UNITED WAY OF CENTRAL FLORIDA INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF CENTRAL FLORIDA INC (EIN 59-2116280)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201131369349303973
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T13:04:12-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYLIS & COMPANY PA CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 LAKE MORTON DRIVE | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 338015344 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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 |
| Phone | 8636481500 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edith L Yates | Name |
| Phone | 8636888841 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRY WORTHINGTON | NameOfPrincipalOfficerPerson |
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 | 10411655 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | Established in 1980, UWCF has addressed root causes of community problems for 30 years. Focusing on EDUCATION, INCOME AND HEALTH, UWCF brings community leaders together to identify needs, fund services and achieve results. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 1700 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9506361 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9039523 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 509368 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 510916 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -79494 | InvestmentIncomePriorYear |
| Investment Income Current Year | -30304 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 79385 | OtherRevenuePriorYear |
| Other Revenue Current Year | 81587 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10015620 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9601722 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6720827 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6853534 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2065943 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2021046 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 863593 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 949297 | OtherExpensePriorYear |
| Other Expenses Current Year | 1057431 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9736067 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9932011 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 279553 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -330289 | RevenuesLessExpensesCY |
| Total Assets BOY | 18269533 | TotalAssetsBOY |
| Total Assets EOY | 18744841 | TotalAssetsEOY |
| Total Liabilities BOY | 8533463 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9039902 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9736070 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9704939 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mission: United Way of Central Florida 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 | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7190892 | Expense |
| Grants | 6853534 | Grants |
| Revenue | 466236 | Revenue |
| Description | COMMUNITY IMPACT - THROUGH A CONTINUING COMMUNITY ASSESSMENT PROCESS MORE THAN 100 VOLUNTEERS ON 15 TEAMS HAVE GUIDED THE ORGANIZATION TO COMMUNITY INITIATIVES FOCUSED ON MEASURABLE RESULTS IN THE FOCUS AREAS: 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. We believe that it's not enough to help children who are already performing below grade level in school; we work to change conditions that lead to school failure in the first place. Children who enter school ready to succeed are more likely to perform at grade level and to graduate from high school. Children who drop out of school are more likely to use drugs, get pregnant, get arrested and have difficulty finding work. The consequences of school failure are widespread and long-lasting. Thirty-eight programs funded by the UWCF focus on helping kids to succeed in school. An additional 14 are funded by grants and sponsorships.We believe that it's not enough to feed a hungry family; we work to change the conditions that lead to their hunger in the first place. Experts agree the most common description of a child in poverty is a child from a one parent home. United Way of Central Florida's major program to address the root cause of this is the UW Financial Stability Partnership. Partners are convened and mobilized to address ways to stabilize families past a crisis, first by increasing income (increasing job skills and opportunities), second, by promoting increased savings. The third is by changing savings into assets: like reliable transportation to access better jobs, or savings for higher education, or savings to purchase a home or small business. Twenty-two programs funded by United Way of Central Florida focus on keeping families strong.We believe that it's not enough to educate our community about health issues; we work to change conditions that lead to poor health in the first place. We partner with our community to increase access to health care and pharmaceuticals while also helping to change diet and exercise behaviors. We partner with groups that help the young, the old and those with disabilities to make choices that promote wellness and independence in a measurable way. Twenty-four programs funded by the United Way of Central Florida focus on promoting wellness and independence.United Way of Central Florida also serves the public as a means to collect resources that are forwarded to other health and human service organizations not currently participating in our comprehensive program review and allocation process. In addition, increased funding for needs related to national disasters is processed by the United Way. Finally, when the community is affected by large scale lay-offs, the United Way joins community partners to help with job training and related services along with short-term financial assistance to help families begin again. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 328912 | Expense |
| Description | MASTER TEACHER - Success By 6 Master Teacher - a supervised internship provided on-site in childcare centers serving children from low-income families. In 2009/10, four Master Teachers provided supervised internships for 89 childcare instructors teaching 522 children at 38 childcare centers and Family Childcare Homes. After Master Teacher Training, test scores improved from 11-68% with an average improvement of 34% on the Florida State Assessment (99 quality indicators) and/or Reddy Measurement % of age appropriate on-task behaviors. Since 1995, UWCF's SB6 has focused on early literacy to help children enter school ready to succeed. Ninety-seven (97) percent (35 of 36) of pre-school classrooms with teachers who complete a 160-hour on-site internship supervised by a Master Teacher will improve the quality of classroom environment, teacher/child interaction and age-appropriate on-task behaviors, by at least fifteen (15) percent as measured by pre- and post-testing. (Family Childcare Homes provide for smaller groups of children and receive 80 hours of training; otherwise, the same outcome applies.) Pre/post-language scores for children scoring below age level will score closer to their chronological age. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 312326 | Expense |
| Revenue | 44680 | 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 our children and family relationships. Class and event registrations attendance totaled 29,452 in 2009/10 including parents, caregivers & children. Forty seven percent of the people who come to Family Fundamentals for an initial program, service or event will return to take advantage of at least one additional program or service to help them prepare their children to be successful in school. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 565784 | Expense |
| Description | 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. UW's Success By 6 is working with partners to measure language proficiency and school readiness skills. Since 1995, SB6 has focused on early literacy. More than 132,254 books were borrowed from 119 Parent Lending Libraries in fiscal year ended 6/30/10. These programs significantly increased the number of parents who read to their children in targeted low-income areas. Approximately 200,000 Parent Resource Guides and an equal number of Born Learning community education materials promoted awareness of early childhood issues. Pre/post testing at parent education classes demonstrated an increased awareness of positive parenting practices. Success By 6 Parent Lending Libraries - Kiosk and approximately 200 books located in childcare centers serving children from low-income families. Thirty-five (35) percent of Early Learning Coalition licensed childcare sites that serve low-income children through the Early Learning Coalition of Polk County will receive a Parent Lending Library to encourage parents to read with their children.Success By 6 Parent Education Classes - 6 week series for a target audience of parents with children birth - age 5Eighty-five (85) percent of parents who complete the Systematic Training for Effective Parenting (STEP) parent education series will increase their knowledge of parental skills at least five (5) percent as measured by pre- and post-tests.Success By 6 Parent Resource Guide - Parent information and family resources distributed to over 300,000 parents and social service providers annually. Residents of 20 Polk communities will be helped to use everyday learning moments that prepare children to be successful in school through distribution of the Parent Resource Guide in The Ledger newspaper and ninety-five (95) percent of responses will be positive.2-1-1 Information & Referral Service - Social service and health care call center available 24 hours a day, 7 days a week; web access also available.Ninety-two (92) percent of callers with social service and health care needs will be successfully referred to appropriate agency(ies) for services. 2-1-1 Case Management - Personalized services for individuals and families seeking assistance through the 2-1-1 Information and Referral Service.Eighty-nine (89) percent of families or individuals surveyed who required additional or unusual resources more than just a phone referral from 2-1-1 (health condition, job loss, significant unexpected expense) will indicate they received services which addressed their specific need and enabled them to be in safe housing.2-1-1 - provides information and referrals to families/individuals and community groups concerning local services and resources. The service is available 7 days a week, 24 hours a day. 2-1-1 also identifies gaps in services; assists in creating remedies to meet local needs; connects individuals/families to resources; and advocates on behalf of individuals/families for access to resources. They also work to provide better service, accessibility and information to the Hispanic community. Calls calculated by a computer count totaled 42,962 in 2009/10.Disaster Relief - Provides immediate assistance and long-term recovery support to our community's most urgent disaster relief needs. In the aftermath of the 2004 hurricanes, UWCF developed partnerships to address the many challenges that our community faced. Volunteer committees worked to provide assistance and long-term recovery through careful analysis of unmet needs and allocation of resources. UWCF maintains involvement with community planning for Disaster Relief and stands ready to serve should disaster strike.Let's Grow. Every Child. Every Chance. - This is a community-wide early literacy initiative facilitated by the United Way of Central FL with outcomes goals "to eliminate the gap in early literacy between low and middle/high income levels". The focus will be to improve language skills of children at-risk of school failure. Language skills predict the ability of children to learn to read. Of middle/high income children, 8 of 10 enter school with the skills they need. However, only 2 of 10 low income children have sufficient skills! Children who enter school ready to succeed, learn to read and graduate on time. Partners include, Central Florida Speech and Hearing, Campfire USA, Explorations V Children's Museum, Help of Fort Meade, Lake Wales Literacy Academy, Learning Resource Center, Florida KidCare, Polk County Schools, Polk State College and United Way's Success By 6. Let's Grow/Success By 6/Dolly Parton Imagination Libraries - Almost 1,000 children are currently receiving books in the mail each month. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 565784 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 8397914 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 49 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JILL MARTIN CFO | NamePerson |
| Telephone Number | 8636481500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5605 US HWY 98S | AddressLine1 |
| City | HIGHLAND CITY | City |
| State | FL | State |
| ZIP Code | 33846 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BECKY BYWATER | ||||||
| BOARD COMMUNITY INVESTMENT | 2.50 | X | X | 0 | 0 | 0 |
| DAVE MACDOUGALL | ||||||
| BOARD CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| JAMES HORTON | ||||||
| BOARD VICE CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| RON CLARK | ||||||
| BOARD PAST CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| SAM NIMAH | ||||||
| BOARD TREASURER | 2.50 | X | X | 0 | 0 | 0 |
| WEYMON SNUGGS | ||||||
| BOARD SECRETARY | 2.50 | X | X | 0 | 0 | 0 |
| ED VOGEL | ||||||
| BOARD CHAIRMAN ELECT | 2.50 | X | X | 0 | 0 | 0 |
| TOM MCLAUGHLIN | ||||||
| BOARD CAMPAIGN CHAIRMAN | 2.50 | X | X | 0 | 0 | 0 |
| ROBIN BURDICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBBIE BURDETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TONY DELGADO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALLISON DEVITO BEEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEROME FERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN FITZWATER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE HERR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RANDY HOLLEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JESSE JACKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLOTTE KOZLIN | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| GAIL MCKINZIE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDA PILKINGTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL POWERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRIS GIORDANO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOE TEDDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HERSCHEL MORRIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANK KENDRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICK JACKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD SCHULER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BONNIE PARKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MONTI SOMMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY ROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL WALKER | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| CINDY ALEXANDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL MUTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TERRY BRIGMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAN MCAULIFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE CARTER | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| EILEEN HOLDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE MOORE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER STRICKLAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SYLVIA BLACKMON-ROBERTS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NANCY THOMPSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL BENTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHIRLEY BALOGH | ||||||
| dIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TERRY WORTHINGTON | ||||||
| PRESIDENT | 37.50 | X | 129423 | 0 | 29492 | |
| JILL MARTIN | ||||||
| CHIEF FINANCIAL OFFICER | 37.50 | X | 73579 | 0 | 12879 | |
| PENNY BORGIA | ||||||
| CHIEF OPERATING OFFICER | 37.50 | X | 74388 | 0 | 19050 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 277390 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 61421 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 8408738 | FederatedCampaigns |
| Fundraising Events | 45074 | FundraisingEvents |
| Related Organizations | 139040 | RelatedOrganizations |
| Government Grants | 45400 | GovernmentGrants |
| All Other Contributions | 401271 | AllOtherContributions |
| Noncash Contributions | 40568 | NoncashContributions |
| Total Contributions | 9039523 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 510916 | TotalRevenueColumn |
| Related Or Exempt Function Income | 510916 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 510916 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104403 | TotalRevenueColumn |
| Exclusion | $104,403 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 639670 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 774377 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -134707 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -134707 | TotalRevenueColumn |
| Exclusion | -$134,707 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9596 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 45074 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 31513 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21917 | TotalRevenueColumn |
| Exclusion | -$21,917 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 8308 | GrossIncomeGaming |
| Gaming Direct Expenses | 4043 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4265 | TotalRevenueColumn |
| Exclusion | $4,265 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SPLIT INTEREST TRUST | 900099 | 89261 | $89,261 |
| MISCELLANEOUS | 900099 | 9978 | $9,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 99239 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9601722 | TotalRevenueColumn |
| Related Or Exempt Function Income | 510916 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $51,283 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6823002 | Total |
| Program Services | 6823002 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30532 | Total |
| Program Services | 30532 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275778 | Total |
| Program Services | 118902 | ProgramServices |
| Management And General | 129598 | ManagementAndGeneral |
| Fundraising | 27278 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1265748 | Total |
| Program Services | 563935 | ProgramServices |
| Management And General | 329524 | ManagementAndGeneral |
| Fundraising | 372289 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177846 | Total |
| Program Services | 73955 | ProgramServices |
| Management And General | 59651 | ManagementAndGeneral |
| Fundraising | 44240 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186045 | Total |
| Program Services | 71801 | ProgramServices |
| Management And General | 62821 | ManagementAndGeneral |
| Fundraising | 51423 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115629 | Total |
| Program Services | 49435 | ProgramServices |
| Management And General | 32516 | ManagementAndGeneral |
| Fundraising | 33678 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36182 | Total |
| Management And General | 36182 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17435 | Total |
| Program Services | 17435 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111823 | Total |
| Program Services | 95047 | ProgramServices |
| Management And General | 10886 | ManagementAndGeneral |
| Fundraising | 5890 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143545 | Total |
| Program Services | 36770 | ProgramServices |
| Management And General | 16344 | ManagementAndGeneral |
| Fundraising | 90431 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185199 | Total |
| Program Services | 125586 | ProgramServices |
| Management And General | 55302 | ManagementAndGeneral |
| Fundraising | 4311 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55066 | Total |
| Program Services | 13012 | ProgramServices |
| Management And General | 39430 | ManagementAndGeneral |
| Fundraising | 2624 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175062 | Total |
| Program Services | 89474 | ProgramServices |
| Management And General | 74322 | ManagementAndGeneral |
| Fundraising | 11266 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42030 | Total |
| Program Services | 14825 | ProgramServices |
| Management And General | 6135 | ManagementAndGeneral |
| Fundraising | 21070 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14419 | Total |
| Program Services | 5401 | ProgramServices |
| Management And General | 3946 | ManagementAndGeneral |
| Fundraising | 5072 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85726 | Total |
| Management And General | 85726 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74373 | Total |
| Program Services | 35325 | ProgramServices |
| Management And General | 18378 | ManagementAndGeneral |
| Fundraising | 20670 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4564 | Total |
| Management And General | 3576 | ManagementAndGeneral |
| Fundraising | 988 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CATERING EXPENSE | 43742 | 3408 | 10664 | 29670 |
| MEMBERSHIP DUES | 26829 | 752 | 23505 | 2572 |
| EQUIPMENT MAINTENANCE | 22260 | 10563 | 7959 | 3738 |
| MISCELLANEOUS | 19176 | 3047 | 4811 | 11318 |
| ALLOCATION OF MKTG & IT | 0 | 215707 | -340772 | 125065 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9932011 | Total |
| Program Services | 8397914 | ProgramServices |
| Management And General | 670504 | ManagementAndGeneral |
| Fundraising | 863593 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2616 | BOY |
| EOY | 1551 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3030889 | BOY |
| EOY | 3678257 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12108261 | BOY |
| EOY | 11801407 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57907 | BOY |
| EOY | 61085 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43163 | BOY |
| EOY | 30898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2317992 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1645603 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 717670 | BOY |
| EOY | 672389 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1556492 | BOY |
| EOY | 1736857 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752535 | BOY |
| EOY | 762397 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18269533 | BOY |
| EOY | 18744841 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120861 | BOY |
| EOY | 165628 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8266758 | BOY |
| EOY | 8779454 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145844 | BOY |
| EOY | 94820 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8533463 | BOY |
| EOY | 9039902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6978214 | BOY |
| EOY | 6816168 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1819166 | BOY |
| EOY | 1923353 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 938690 | BOY |
| EOY | 965418 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9736070 | BOY |
| EOY | 9704939 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18269533 | BOY |
| EOY | 18744841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 7295019 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8260413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8879562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9506361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9039523 | CurrentTaxYear |
| Total | 42980878 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7295019 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8260413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8879562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9506361 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9039523 | CurrentTaxYear |
| Total | 42980878 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15183953 | AmountsSubstContributorsTotal |
| Public Support Total170 | 27796925 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 210192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 269810 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 252440 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 132904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104403 | CurrentTaxYear |
| Total | 969749 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 605178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 601150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 598113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 607870 | CurrentTaxYearMinus1Year |
| Current Tax Year | 565475 | CurrentTaxYear |
| Total | 2977786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 46928413 | TotalSupport |
| Gross Receipts From Admissions Etc | 250952 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.59230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71220 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 1366620 | BeginningOfYearBalance |
| Contributions | 16866 | Contributions |
| Investment Earnings Or Losses | 69476 | InvestmentEarningsOrLosses |
| Other Expenditures | 59614 | OtherExpenditures |
| End Of Year Balance | 1393348 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.30710 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69290 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | 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 | 1003290 | OtherCostOrOtherBasis |
| Depreciation | 496069 | Depreciation |
| Book Value | 507221 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 435852 | OtherCostOrOtherBasis |
| Depreciation | 435852 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 737375 | OtherCostOrOtherBasis |
| Depreciation | 672576 | Depreciation |
| Book Value | 64799 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41475 | OtherCostOrOtherBasis |
| Depreciation | 41106 | Depreciation |
| Book Value | 369 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 672389 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPLIT INTEREST TRUST | Description |
| Amount | $94,820 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 94820 | TotalOfAmounts |
| Total Revenue | 9601722 | TotalRevenue |
| Total Expenses | 9932011 | TotalExpenses |
| Excess Or Deficit For Year | -330289 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 289296 | NetUnrealizedGLOnInvestments |
| Other | $9,862 | OtherAmount |
| Total Adjustments | 299158 | TotalAdjustments |
| Excess Or Deficit Per FS | -31131 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8972973 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 289296 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 24778 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 9862 | OtherRevenues |
| Revenue Not Rptd F990 | 323936 | RevenueNotRptdF990 |
| Revenue Subtotal | 8649037 | RevenueSubtotal |
| Investment Expenses Not Included | 17435 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 935250 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 952685 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9601722 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9004104 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 24778 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 24778 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8979326 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 17435 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 935250 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 952685 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9932011 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | CHANGE IN BENEFICIAL INTEREST IN TRUST: 9862. |
| Part XII, Line 2d - Other Adjustments: | CHANGE IN BENEFICIAL INTEREST IN TRUST: 9862. |
| Part XII, Line 4b - Other Adjustments: | DONOR DESIGNATIONS: 935250. |
| Part XIII, Line 4b - Other Adjustments: | DONOR DESIGNATIONS: 935250. |
| SCHEDULE D, PART XII LINE 4B: DONOR DESIGNATIONS | |
| SCHEDULE D, PART XIII, 4B: DONOR DESIGNATIONS |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MOSAIC TALENT EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 35170 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 25574 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9596 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 750 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 8398 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 448 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DETOQUEVILLE EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 14000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 14000 | CharitableContributionsEvent2 |
| Rent Facility Costs Event2 | 430 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 18563 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 5500 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 5500 | CharitableContribOtherEvents |
| Rent Facility Costs Other Events | 324 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2250 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 350 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 54670 | GrossReceiptsTotal |
| Charitable Contributions Total | 45074 | CharitableContributionsTotal |
| Gross Revenue Total Events | 9596 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 750 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9152 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2250 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 19361 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31513 | DirectExpenseSummaryEvents |
| Net Income Summary | -21917 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (76 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Achievement Academy Inc | ||||||||
| 716 E Bella Vista Street | LAKELAND | FL | 338053009 | 590774205 | 501(c)(3) | 276239 | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| Alliance for Independence | ||||||||
| 1038 Sunshine Drive East | LAKELAND | FL | 33801 | 590812958 | 501(c)(3) | 199754 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Alpha-Omega Crisis Center | ||||||||
| 140 Dunty Rd | LAKE PLACID | FL | 33852 | 592844169 | 501(c)(3) | 14842 | PROGRAM OPERATING COST, DONOR DESIGNATED FOR PROGRAM COSTS | |
| American Cancer Society | ||||||||
| 809 S Florida Avenue | LAKELAND | FL | 33801 | 131788491 | 501(c)(3) | 102986 | PROGRAM OPERATING COST, DONOR DESIGNATED FOR GENERAL SUPPORT AND PROGRAM COSTS | |
| American Cancer Society Sarasota Office | ||||||||
| 2801 Fruitville Road Suite 250 | SARASOTA | FL | 34237 | 131788491 | 501(c)(3) | 1446 | Donor Designated for General Support | |
| American National Red Cross - WH | ||||||||
| 147 Avenue A Northwest | WINTER HAVEN | FL | 33881 | 530196605 | 501(c)(3) | 252256 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| American Red Cross-Highlands | ||||||||
| 106 Medical Center Avenue | SEBRING | FL | 338705422 | 530196605 | 501(c)(3) | 15034 | Program Operating Cost, Donor Designated for General Support | |
| American Red Cross-Manatee County(Hardee) | ||||||||
| 2905 59th Street W | BRADENTON | FL | 34209 | 530196605 | 501(c)(3) | 14686 | Program Operating Cost, Donor Designated for General Support | |
| America's Charities | ||||||||
| 14150 Newbrook Drive 110 | CHANTILLY | VA | 201512223 | 541517707 | 501(c)(3) | 12795 | Donor Designated for General Support | |
| Auburndale Relief Association | ||||||||
| P O Box 1162 | AUBURNDALE | FL | 338231162 | 593064549 | 501(c)(3) | 36019 | Program Operating Cost, Donor Designated for General Support | |
| Big Brothers & Big Sisters | ||||||||
| 201 N Kentucky Ave 1 | LAKELAND | FL | 338014962 | 592173085 | 501(c)(3) | 147201 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Big Brothers Big Sisters of the Suncoast (Florida Ridge) | ||||||||
| 101 W Venice Avenue Suite 34 | VENICE | FL | 342851940 | 591361826 | 501(c)(3) | 9224 | Program Operating Cost, Donor Designated for General Support | |
| Boy Scouts-Gulf Ridge Council | ||||||||
| 13228 N Central Avenue | TAMPA | FL | 33612 | 590624406 | 501(c)(3) | 106798 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Boys & Girls Clubs of Lakeland | ||||||||
| P O Box 763 | LAKELAND | FL | 33802 | 590171815 | 501(c)(3) | 287228 | 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) | 114425 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Catholic Charities | ||||||||
| 1801 East Memorial Boulevard | LAKELAND | FL | 33801 | 591084272 | 501(c)(3) | 143794 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Central Florida Speech & Hearing | ||||||||
| 710 E Bella Vista | LAKELAND | FL | 33805 | 590939466 | 501(c)(3) | 429009 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Children's Home Society | ||||||||
| 1260 South Golfview Avenue | BARTOW | FL | 33830 | 590192430 | 501(c)(3) | 169770 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Children's Services Foundation of Highlands County | ||||||||
| P O Box 7125 | SEBRING | FL | 33872 | 650444941 | 501(c)(3) | 26174 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Church Service Center | ||||||||
| 290 E Church | BARTOW | FL | 338303924 | 591162397 | 501(c)(3) | 51915 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Citizen CPR | ||||||||
| P O Box 24298 | LAKELAND | FL | 338024298 | 592469360 | 501(c)(3) | 29449 | Program Operating Cost, Donor Designated for General Support | |
| Citrus Center Boys & Girls Club Inc | ||||||||
| P O Box 2666 | WINTER HAVEN | FL | 338832666 | 590776417 | 501(c)(3) | 292436 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Community Health Charities of Florida | ||||||||
| 3333 West Pensacola Street Building | Tallahassee | FL | 32304 | 593218006 | 501(c)(3) | 10011 | Donor Designated for General Support | 200 Suite 240 |
| Early Learning Coalition -Hardee | ||||||||
| 3028 Caring Way Suite 4 | PORT CHARLOTTE | FL | 33952 | 533738819 | 501(c)(3) | 47194 | Program Operating Cost, Donor Designated for General Support | |
| Early Learning Coalition-Highlands | ||||||||
| 209 N Ridgewood Drive | SEBRING | FL | 33870 | 651006254 | 501(c)(3) | 19930 | Donor Designated for General Support AND Program Costs | |
| Early Learning Coalition-Polk County | ||||||||
| 1765 N Broadway Avenue | BARTOW | FL | 33830 | 593648316 | 501(c)(3) | 316178 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Epilepsy Services of W Cent Fla | ||||||||
| 305 S Florida Ave | LAKELAND | FL | 33801 | 593151484 | 501(c)(3) | 41495 | 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) | 14357 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Florida Baptist Children's Homes | ||||||||
| P O Box 8190 | LAKELAND | FL | 33802 | 590657326 | 501(c)(3) | 7548 | Donor Designated for General Support | |
| Family Emergency Service Cntr | ||||||||
| P O Box 624 | wINTER HAVEN | FL | 338820624 | 590609724 | 501(c)(3) | 70402 | Program Operating Cost, Donor Designated for General Support | |
| Florida Environmental InstituteInc | ||||||||
| P O BOX 506 | VENUS | FL | 33960 | 592218777 | 501(c)(3) | 13417 | 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) | 51424 | Program Operating Cost, Donor Designated for General Support | |
| Girl Scouts Gulf Coast Council | ||||||||
| 4780 Cattleman Road | SARASOTA | FL | 34233 | 590760212 | 501(c)(3) | 20325 | 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) | 161734 | Program Operating Cost, Donor Designated for General SupporT AND Program Costs | |
| Girls Incorporated of Lakeland | ||||||||
| P O Box 1975 | LAKELAND | FL | 338021975 | 237101551 | 501(c)(3) | 192670 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Girls Incorporated of WH | ||||||||
| P O Box 7285 | WINTER HAVEN | FL | 338837285 | 591158810 | 501(c)(3) | 165351 | Program Operating Cost, Donor Designated for General Support AND Program COSTS | |
| Good Shepherd Hospice | ||||||||
| 105 Arneson Avenue | AUBURNDALE | FL | 33823 | 591926521 | 501(c)(3) | 150325 | 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) | 35420 | Donor Designated for General Support | |
| HARDEE ASSOCIATION RETARDED CITiZENS (HARC) | ||||||||
| P O Box 1372 | WAUCHULA | FL | 33873 | 591672829 | 501(c)(3) | 22782 | Program Operating Cost, Donor Designated for General Support | |
| Hardee County Family YMCA | ||||||||
| 610 West Orange Street | WAUCHULA | FL | 33873 | 591618413 | 501(c)(3) | 44856 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Hardee Help Center | ||||||||
| P O Box 422 | WAUCHULA | FL | 33873 | 592993242 | 501(c)(3) | 22759 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Heart of Florida Legal Aid Society Inc | ||||||||
| 510 S Broadway Ave Suite 2 | BARTOW | FL | 33830 | 596215748 | 501(c)(3) | 64808 | Program Operating Cost, Donor Designated for General Support | |
| Heartland Horses & Handicapped Inc | ||||||||
| P O Box 3787 | SEBRING | FL | 338713787 | 593734965 | 501(c)(3) | 9408 | 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) | 125503 | 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) | 22338 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Independent Charities of America | ||||||||
| 1100 Larkspur Landing Cir Ste 340 | LARKSPUR | CA | 94939 | 943067804 | 501(c)(3) | 11434 | Donor Designated for General Support | |
| InnerAct Alliance | ||||||||
| 621 S Florida Ave | LAKELAND | FL | 33801 | 592844663 | 501(c)(3) | 52264 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Lake Wales Care Center | ||||||||
| 140 E Park Avenue | LAKE WALES | FL | 338534214 | 592015847 | 501(c)(3) | 20786 | Donor Designated for General Support | |
| Lake Wales Family YMCA | ||||||||
| 1001 Burns Ave | LAKE WALES | FL | 338533499 | 591741481 | 501(c)(3) | 97871 | Program Operating Cost, Donor Designated for General Support | |
| Lakeland Christian School | ||||||||
| 1111 Forest Park Street | LAKELAND | FL | 33803 | 590730067 | 501(c)(3) | 20000 | Donor Designated for Program Costs | |
| Lakeland Volunteers In Medicine | ||||||||
| 1021 Lakeland Hills Blvd | LAKELAND | FL | 33805 | 522351630 | 501(c)(3) | 89613 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Learning Resource Center | ||||||||
| 1628 S Florida Avenue | LAKELAND | FL | 338033109 | 510182646 | 501(c)(3) | 98461 | Program Operating Cost, Donor Designated for General Support | |
| Lighthouse Ministries | ||||||||
| 117 E MAGNOLIA ST | LAKELAND | FL | 33801 | 591722768 | 501(c)(3) | 6671 | Donor Designated for General Support | |
| Mulberry Community Service Center | ||||||||
| 301 NE 5th Street | MULBERRY | FL | 338602138 | 591896141 | 501(c)(3) | 77727 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| National Alliance for the Mentally Ill Polk County Inc | ||||||||
| 1090 US Highway 17 S | BARTOW | FL | 338306026 | 592600811 | 501(c)(3) | 40451 | Program Operating Cost, Donor Designated for General Support and Program Costs | |
| Neighborhood Service Center | ||||||||
| P O Box 3311 FVS | WINTER HAVEN | FL | 338813311 | 591363593 | 501(c)(3) | 21951 | Program Operating Cost, Donor Designated for General Support | |
| NU-Hope Elder Care Services Inc(HARDEE) | ||||||||
| P O BOX 1763 | WAUCHULA | FL | 33873 | 591634802 | 501(c)(3) | 65936 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| NU-Hope Elder Care Services Inc(Highlands) | ||||||||
| 6414 US Hwy 27 South | seBRING | FL | 33875 | 591634802 | 501(c)(3) | 25758 | Program Operating Cost, Donor Designated for General Support | |
| Peace River Center | ||||||||
| P O Box 1559 | BARTOW | FL | 338311559 | 590818924 | 501(c)(3) | 188270 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| POLK STATE COLLEGE FOUNDATION (LAKE WALES CHARTER SCHOOLS) | ||||||||
| 999 AVENUE H NE | WINTER HAVEN | FL | 338814299 | 591819213 | 501(c)(3) | 23032 | Program Operating Cost, Donor Designated for Program Costs | |
| POLK VISION | ||||||||
| P O BOX 1506 | HIGHLAND CITY | FL | 33846 | 200141870 | 501(c)(3) | 7500 | PROGRAM OPERATING COST | |
| Ridge Area ARC | ||||||||
| 120 West College Drive | AVON PARK | FL | 33825 | 590829984 | 501(c)(3) | 27878 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Salvation Army of East Polk (Winter Haven) | ||||||||
| P O Box 1069 | WINTER HAVEN | FL | 338821069 | 590631403 | 501(c)(3) | 160285 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Salvation Army Serving Western Polk (Lakeland) | ||||||||
| P O Box 928 | LAKELAND | FL | 338020928 | 590631403 | 501(c)(3) | 454808 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Steppin' Stone Farm | ||||||||
| 8421 Pritcher Road | LITHIA | FL | 33547 | 237348139 | 501(c)(3) | 10437 | Donor Designated for General Support | |
| Sunrise Communities of Polk County | ||||||||
| 1339 Golcondra Road | LAKELAND | FL | 33801 | 650714062 | 501(c)(3) | 55549 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Talbot House Ministries | ||||||||
| P O Box 902 | lakelAND | FL | 338020902 | 592151802 | 501(c)(3) | 217654 | 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) | 55584 | 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) | 56584 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| United Way of Tampa Bay | ||||||||
| 5201 W Kennedy Boulevard Suite 600 | TAMPA | FL | 33609 | 593725701 | 501(c)(3) | 61111 | Donor Designated for General Support | |
| United Way of Volusia - Flagler Counties | ||||||||
| 3747 W INTL SPEEDWAY BLVD | DAYTONA BEACH | FL | 321241011 | 591099774 | 501(c)(3) | 5001 | Donor designated for General Support | |
| Volunteers in Service to the Elderly (VISTE) | ||||||||
| 1232 East Magnolia Street | LAKELAND | FL | 338012126 | 592625297 | 501(c)(3) | 200131 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Women's Care Center | ||||||||
| P O Box 1041 | BARTOW | FL | 338311041 | 650332777 | 501(c)(3) | 39295 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Women's Resource Center | ||||||||
| 165 Avenue A NW | WINTER HAVEN | FL | 338814012 | 592344584 | 501(c)(3) | 59572 | 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) | 54235 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Youth & Family Alternatives | ||||||||
| 7524 Plathe Road | NEW PORT RICHIE | FL | 34653 | 591545990 | 501(c)(3) | 58708 | Program Operating Cost, Donor Designated for General Support AND Program Costs | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 76 | 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 | 33 | 25982 | |||
| Assistance with Food items for Families | 13 | 4550 | RESALE VALUE | GROCERY GIFT CARDS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| Explanation | Member Agencies of the United Way of Central Florida 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 Florida, an application packet is mailed and eligibility for that agency to receive designated funds is determined. Non-member applications are good for three years. There are 85 Organizations under the $5,000 threshold receiving $94,730 in donor designated grants for General Support and/or Program Costs. Allocations - Partner programs receiving "DISCRETIONARY" funding from United Way undergo intensive pre-screening before being awarded funding. Such screening includes: 1. An on-line application process that includes explanation of the proposed use, historic results 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 3 budgets: an Actual Budget for the most recently completed 12 month period, a Revised Budget with mid-year updates for the year in progress and a Proposed Budget for funding in the next cycle. 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 United Way with 6 month progress reports that show how the funding has been utilized. Partner programs are required to provide United Way with a final report at the end of the allocation period that verifies that all funding has been used for the purposes intended. The annual report tracks the number of clients served and the number who successfully met requirements specifically identified in the program'S initial Outcome. Increases or decreases in numbers served are examined. Improvements or declines in quality and results are inspected. Each application is reviewed by volunteers on one of fourteen (14) Community Investment Teams (CIT). CITs: a. Meet to review applications and submit questions about any unclear or conflicting data in the information submitted. b. Tour each Partner's Program facilities and attend a presentation provided by the Partner Program's staff, board and clients. c. Meet a third time to "Discuss and Deliberate," comparing and contrasting programs with needs in the community before making recommendations for funding. Community Investment Team recommendations are reviewed by the Community Investment Committee, made up of the Chairs and Vice-Chairs of each of the fourteen CITs representing all applicants. The Community Investment Committee recommendation is reviewed by the Community Impact Cabinet. The Community Impact Cabinet is responsible for identifying United Way of Central Florida's impact and funding focus. It is made up of business, government and faith-based leaders with representatives from Partner Programs. Experts in the fields of impact, Education, Income (financial stability), and Health are also included. With the help of Study Committees in each focus area, this body identifies community needs and prioritizes services that meet those needs. The Community Impact Cabinet's recommendation is presented to the Board of Directors for final approval. Donor Designations Organizations receiving donor designated contributions through United Way of Central Florida: 1. Undergo screening prior to distribution of funding. Such screening includes: A. Verification of compliance with the provisions of the Patriot Act B. Verification of current status as an IRS Code Section 501(c)(3) nonprofit organization 2. Organizations receiving donor designations do not undergo a review to verify outcomes, indicators, results, demographics or fiscal evaluation. SCHEDULE I, PART II, COLUMN H: DEFINITIONS OF CODES USED: 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 | Explanation |
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 | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY WORTHINGTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 125898 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 3525 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 18885 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10607 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 158915 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2373 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4147 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLISHED AVAILABLE MARK | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22608 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINION OF EXPERT | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OFFICE SUPPLIES | 8 | 275 | COST |
| X | ITEMS FOR RECOGNITION | 1 | 650 | COST |
| X | FOOD GIFT CARDS FOR EMERGENCY RELIEF | 14 | 1670 | COST |
| X | FACILITY RENTAL | 1 | 8845 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 2 | New Program Services | Whole Child is a web-based data system which gives the public access to individualized services and resources families and individuals need. This introduced "Whole Child" to Polk, Hardee & Highlands Co. as a result of United Way's 2-1-1 program collaboration with the Department of Children & Families, Heartland for Children & the Lawton Chiles Foundation. Financial Stability - The United Way Financial Stability Partnership was formally created to focus programming around financial stability for working families. A steering committee convened to survey available indicators of financial stability that might be adopted as a community goal. United Way began to transition its partnership with family service providers to interventions that combine financial education with crisis payments preventing homelessness. The intent is to prevent the financial emergency from happening in the first place. Free-Tax-Preparation for working families was initiated in partnership with United Way family service providers and the IRS, as a way for families to keep more of their tax return for savings goals supporting stability of the family. Health - The Chair for a HEALTH Study committee accepted his role in June 2009. This committee studied local community needs, refined target issues and established indicators that measure intended results associated with local health issues. These include increased 1) access & utilization of health services, 2) increased knowledge & personal responsibility, & 3) reductions in avoidable medical interventions. A $100,000 Request for Proposal is anticipated to be released to the public in fall 2010. |
| Form 990, Part VI, Section B, line 11 | A full electronic copy was e-mailed to the Board prior to filing the return. Due to the time constraints, there will be no further review of the Form 990 with the Board. The board did review the independent audit. | |
| 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. | |
| Form 990, Part VI, Section B, line 15 | UWCF adopted an Executive Compensation Program Policy Guide in June 2009 for performance and compensation of the CEO and CFO and other Members of the Leadership Team. UWCF will strive to provide executive base salaries and total cash 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. Marketplace is defined as other United Ways and other for-profits and nonprofits of similar and slightly larger size in the Central Florida prevailing marketplace. Research included Form 990 for 14 other Florida UWs, as well as 23 similar size UW's throughout the Country. The United Way Worldwide benchmark salary survey information was also referenced. 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. | |
| Form 990, Part VI, Section C, line 19 | All organizational documents are available to the public upon request. Plans are in place to include the documents on the organization's website by the next fiscal year end. |
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