2024-03-26T23:19:52-05:00 2023-06-30 454084437 WARREN AVERETT LLC 45 EGLIN PARKWAY SUITE 301 FT WALTON BEACH FL 32548 990 2022-07-01 590972293 UNITED WAY EMERALD COAST UNIT 8502430315 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 KELLY JASEN CEO 8502430315 2024-03-23 1 KELLY JASEN 999009999 0 JULIA A AMEND CPA P00661926 8502445121 2024-03-23 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 1465120 0 X WWW.UNITED-WAY.ORG X 1957 FL UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES. 24 24 11 3123 0 0 1138087 1420540 8550 7950 3515 2889 34474 33741 1184626 1465120 467637 472089 0 0 354112 457712 0 0 134618 290882 485811 1112631 1415612 71995 49508 1553672 1697049 643897 737766 909775 959283 X OUR MISSION IS TO UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES. 0 0 1198632 472089 UNITED WAY EMERALD COAST IMPROVES LIVES IN OKALOOSA AND WALTON COUNTIES BY BUILDING A HEALTHY, STRONG COMMUNITY. THE ORGANIZATION BUILDS PARTNERSHIPS, MOBILIZES THE CARING POWER OF THE COMMUNITY, AND DIRECTS RESOURCES TO AREAS THAT WILL HAVE POSITIVE IMPACT. THE ORGANIZATION LEADS FUNDRAISING EFFORTS THROUGH AN ANNUAL CAMPAIGN. UNDESIGNATED DONOR CONTRIBUTIONS RAISED THROUGH THE CAMPAIGN ARE STRATEGICALLY INVESTED IN QUALITY PROGRAMS AT LOCAL AGENCIES THROUGH AN ANNUAL COMMUNITY INVESTMENT PROCESS. LOCAL CERTIFIED COMMUNITY PARTNER AGENCIES MEETING A SET OF ELIGIBILITY CRITERIA AND DOCUMENTATION REQUIREMENTS ARE ELIGIBLE TO APPLY FOR GRANT FUNDING THROUGH THE COMMUNITY INVESTMENT PROCESS. THESE AGENCIES OFFER PROGRAMS, SERVICES, AND INITIATIVES TO DRIVE POSITIVE COMMUNITY CHANGE IN THE AREAS OF HEALTH, EDUCATION, AND FINANCIAL STABILITY. TRAINED VOLUNTEERS REVIEW GRANT APPLICATIONS AND RECOMMEND FUNDING LEVELS TO UWEC'S BOARD OF DIRECTORS. IN THE REPORTING YEAR, THE BOARD OF DIRECTORS APPROVED FUNDING TO 16 PROGRAMS. THE AMOUNTS ALLOCATED TO THESE PROGRAMS RANGED FROM $4,000 TO $65,000. SERVICES PROVIDED BY THESE AGENCIES INCLUDED HUNGER RELIEF PROGRAMS, PRIMARY MEDICAL CARE, HIGH-QUALITY CHILDCARE, AND EMERGENCY SHELTER. 7950 RENTAL INCOME AT LESS THAN FAIR MARKET VALUE FROM A SUPPORTED ORGANIZATION AND OTHER PROGRAM RELATED INCOME. 7950 1198632 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X THE ORGANIZATION 8502430315 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 KELLY JASEN PRESIDENT & CEO 48.00 X X 80238 0 0 JASON FULGHUM CHAIR 1.00 X X 0 0 0 THOMAS EVERIDGE VICE CHAIR 0.25 X X 0 0 0 MATTHEW ZASADA TREASURER AND FINANCE CHAI 1.00 X X 0 0 0 KEVIN LOVELACE SECRETARY 0.25 X X 0 0 0 STEPHEN STABLER CAMPAIGN CHAIR 0.25 X X 0 0 0 SAMANTHA SMITH COMMUNITY IMPACT CHAIR 0.25 X X 0 0 0 PAULINE ANDERSON BOARD MEMBER 0.25 X 0 0 0 MAUREEN BIERMAN BOARD MEMBER 0.25 X 0 0 0 TIM BOLDUC BOARD MEMBER 0.25 X 0 0 0 JENNI BOLDUC BOARD MEMBER 0.25 X 0 0 0 CAROLINE BURRIS BOARD MEMBER 0.25 X 0 0 0 MIKE COUPE BOARD MEMBER 0.25 X 0 0 0 CARALEE GIBSON SECRETARY 1.00 X 0 0 0 ALAN GIESEMAN BOARD MEMBER 0.25 X 0 0 0 JOHN HOFSTAD BOARD MEMBER 0.25 X 0 0 0 STEVE HORTON BOARD MEMBER 0.25 X 0 0 0 BERNARD JOHNSON BOARD MEMBER 0.25 X 0 0 0 TRACY JOHNSON BOARD MEMBER 0.25 X 0 0 0 GORDON KING BOARD MEMBER 0.25 X 0 0 0 KELLY MURPHY-REDD BOARD MEMBER 0.25 X 0 0 0 ROBIN SHAW BOARD MEMBER 0.25 X 0 0 0 PAUL SWAN BOARD MEMBER 0.25 X 0 0 0 ALEXIS TIBBETTS BOARD MEMBER 0.25 X 0 0 0 80238 0 0 0 0 0 0 0 39798 111584 1269158 87161 1420540 RENTAL INCOME 531120 7950 7950 7950 2889 2889 0 39798 0 0 BAD DEBT RECOVERY 900099 26424 26424 MISCELLANEOUS 900099 7317 7317 33741 1465120 41691 0 2889 472089 472089 80238 65235 5251 9752 327551 266303 21437 39811 19095 16646 857 1592 30828 25551 1847 3430 61059 34030 10716 16313 28482 24036 4446 181110 126145 21986 32979 50699 40551 5074 5074 18486 14104 1753 2629 17049 11722 2131 3196 7437 6693 372 372 16752 12689 1625 2438 FINANCIAL ASSISTANCE 39455 39455 REPAIRS AND MAINTENANCE 27757 21933 2912 2912 DUES 17883 8941 3577 5365 TELEPHONE 10468 7345 1249 1874 9174 5164 1575 2435 1415612 1198632 82362 134618 543952 570700 433689 431288 438460 546558 501800 353297 137571 148503 1553672 1697049 379510 435145 249951 288188 14436 14433 643897 737766 X 197507 288867 712268 670416 909775 959283 1553672 1697049 49508 0 X 0 1 X 1 0 X 1107765 1179657 1035157 1079084 1308956 5710619 1107765 1179657 1035157 1079084 1308956 5710619 449444 5261175 7456 11221 8724 12065 10839 50305 18370 3922 42 3110 7317 32761 5793685 0.90810 0.86740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45743 45743 45743 45743 45656 87 45743 44082 1574 45656 42371 1711 44082 0 0 56000 56000 351361 281366 69995 94439 71931 22508 148503 ACCRUED WAGES 14433 14433 X 1359818 0 1359818 105302 105302 1465120 1310310 0 1310310 105302 105302 1415612 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED FOR FUTURE SUPPORT OF FAMILY AGENCIES. PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED AN EXEMPTION FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AS A NOT-FOR-PROFIT CORPORATION. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR ACCRUAL IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL TAX PURPOSES, THE INFORMATION RETURNS FILED REMAIN OPEN TO POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 105,302. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 105,302. DONOR NETWORK 39798 39798 39798 39798 1 AMIKIDS EMERALD COST 207 4TH STREET SE FORT WALTON BEACH FL 32548 593531532 501(C)3 0 23000 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHWEST FLORIDA INC 1320 CREIGHTON ROAD PENSACOLA FL 32504 592996893 501(C)3 0 12519 GENERAL SUPPORT BOYS AND GIRLS CLUBS OF THE EEMERALD COAST INC 923 DENTON BOULEVARD NW FORT WALTON BEACH FL 32547 591267050 501(C)3 0 21037 GENERAL SUPPORT CATERPILLER BUTTERFLY OUTREACH CENTER 619 LOVEJOY RD FORT WALTON BEACH FL 32548 462830895 501(C)3 0 7200 GENERAL SUPPORT CATHOLIC CHARITIES 11 FIRST STREET SE FORT WALTON BEACH FL 32547 593213644 501(C)3 0 11143 GENERAL SUPPORT CROSSROADS CENTER INC 444 VALPARAISO PKWY BLDG C VALPARAISO FL 32580 205518720 501(C)3 0 15065 GENERAL SUPPORT EARLY LEARNING COALITION OF THE EMERALD COAST 1130 N EGLIN PARKWAY SHALIMAR FL 32579 311745051 501(C)3 0 23796 GENERAL SUPPORT EMERALD COAST CHILDREN'S ADVOCACY 401 MCEWEN DR NICEVILLE FL 32578 593454168 501(C)3 0 15462 GENERAL SUPPORT EMERALD COAST SCIENCE CENTER 31 MEMORIAL PKWY SW FORT WALTON BEACH FL 32548 593317924 501(C)3 0 8503 GENERAL SUPPORT FEEDING THE GULF COAST 5248 MOBILE SOUTH ST THEODORE AL 36582 630821997 501(C)3 0 10000 GENERAL SUPPORT HABITAT FOR HUMANITY - OKALOOSA 595 N FERDON BLVD CRESTVIEW FL 32536 593066029 501(C)3 0 10725 GENERAL SUPPORT HABITAT FOR HUMANITY - WALTON US 98 W SANTA ROSA BEACH FL 32459 593380235 501(C)3 0 11635 GENERAL SUPPORT HEALING HOOF STEPS 3942 JACE DR CRESTVIEW FL 32539 471954864 501(C)3 0 8725 GENERAL SUPPORT LEGAL SERVICES OF NORTH FLORIDA 133 STAFF DR NE STE B FORT WALTON BEACH FL 32548 510197090 501(C)3 0 12500 GENERAL SUPPORT MATRIX COMMUNITY OUTREACH CENTER 37 STATE HIGHWAY 83 DEFUNIAK SPRINGS FL 32433 473295501 501(C)3 0 29866 GENERAL SUPPORT MENTAL HEALTH ASSOCIATION OF OKALOOSA WALTON COUNTIES INC 571 MOONEY ROAD NE FORT WALTON BEACH FL 32547 593282067 501(C)3 0 35889 GENERAL SUPPORT OASIS PO BOX 35 FORT WALTON BEACH FL 32549 593089946 501(C)3 0 7601 GENERAL SUPPORT OKALOOSA COUNTY COUNCIL ON AGING INC 207 HOSPITAL DRIVE NE FORT WALTON BEACH FL 32548 591356076 501(C)3 0 20618 GENERAL SUPPORT OPPORTUNITY PLACE 305 LOVEJOY RD NW FORT WALTON BEACH FL 32548 474430255 501(C)3 0 15803 GENERAL SUPPORT SAFE CONNECTIONS 56 BEAL PARKWAY NW FORT WALTON BEACH FL 32548 431077667 501(C)3 0 20090 GENERAL SUPPORT UNITED FOR A GOOD CAUSE 2210 GOZO CT NAVARRE FL 32566 320388687 501(C)3 0 15000 GENERAL SUPPORT UNITED METHODIST CHILDRENS HOME 428 MCLAUGHLIN AVE CRESTVIEW FL 32536 630302145 501(C)3 0 15085 GENERAL SUPPORT WALTON EDUCATIONAL FOUNDATION 145 S PARK ST DEFUNIAK SPRINGS FL 32435 311483755 501(C)3 0 6242 GENERAL SUPPORT WESTERWOOD RANCH 4390 STATE HIGHWAY 20 W FREEPORT FL 32539 821221167 501(C)3 0 25000 GENERAL SUPPORT PART I, LINE 2: AGENCIES ARE REQUIRED TO APPLY ANNUALLY FOR GRANT FUNDS. IN THEIR APPLICATIONS, THEY STATE THEIR ANTICIPATED USE OF THE FUNDS AND PROVIDE THEIR FORM 990 FOR REVIEW. THEY ALSO PRESENT AN ORAL STATEMENT TO A COMMITTEE AS TO HOW THE FUNDS ARE BEING SPENT FROM THE PREVIOUS CAMPAIGN AND THEIR INTENTIONS FOR THE NEXT CAMPAIGN. KIM COX RELATED PARTY KIM COX IS A BOARD MEMBER OF THE ORGANIZATION AND IS ALSO AN OFFICER AT UNITED FEDILITY BANK. THE ORGANIZATION HAS FOUR ACCOUNTS WITH A BALANCE OF $270,500. AS OF JUNE 30, 2023 BEING HELD AT THIS BANK. 0 X SUPPLIES/PRIZE GIVEAWAYS 36 38039 X PROFESSIONAL & ARTISTIC SERVICES 15 33642 X VENUE FEES/DECOR 7 15480 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE RIGHT TO ELECT BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE/EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED ANNUALLY TO THE BOARD OF DIRECTORS AND THE FUND DISTRIBUTION COMMITTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CHIEF EMPLOYED EXECUTIVE INCLUDES (1)REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION, (2)USE OF DATA FROM THE UNITED WAY OF AMERICA FOR METRO 3'S AS TO COMPARABLE COMPENSATION, AND (3)CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON THE WEBSITE.