2024-01-24T11:40:09-05:00 2023-06-30 593017072 MOSS KRUSICK & ASSOCIATES LLC 501 S NEW YORK AVE STE 100 WINTER PARK FL 327894241 990 2022-07-01 590836384 UNITED WAY OF BREVARD COUNTY UNIT 3216312740 1100 ROCKLEDGE BLVD SUITE 300 ROCKLEDGE FL 32955 CARON PARTRIDGE INTERIM PRESIDENT 3216312740 2024-01-24 CARON PATRIDGE XXX-XX-XXXX true W ED MOSS JR P00531414 4076445811 2024-01-24 2022 2023-04-26 12:10:37Z CARON PARTRIDGE 1100 ROCKLEDGE BLVD SUITE 300 ROCKLEDGE FL 32955 8470444 false X WWW.UWBREVARD.ORG X 1957 FL UNITED WAY IS THE TRUSTED COMMUNITY SOURCE THAT MOBILIZES OUR COMMUNITY TO CARE. ULTIMATELY, THIS CREATES A STRONGER ECONOMY AND A BETTER PLACE TO LIVE FOR ALL. SEE ADDITIONAL INFORMATION ON SCHEDULE O. 51 51 55 2380 0 8254300 8164842 0 201152 214232 45603 22694 8501055 8401768 4066538 3720408 0 2351063 2115391 0 531500 1828652 1395138 8246253 7230937 254802 1170831 7759735 8513177 3485507 3718138 4274228 4795039 X TO BE BREVARD'S LEADER IN MOBILIZING THE CARING POWER OF OUR COMMUNITY. false false 4608106 2926151 6105976 UNITED WAY OF BREVARD PARTNER AGENCIES ARE A DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO PROVIDE CRITICAL SERVICES TO OUR COMMUNITY AND MEET COMPREHENSIVE FUNDING STANDARDS AND BI-ANNUAL PERFORMANCE REVIEWS FOR EFFICIENT, HIGH-QUALITY PROGRAMS SERVING BREVARD COUNTY RESIDENTS. AGENCIES MUST DEMONSTRATE ACCOUNTABILITY AND COMPLETE ALL REPORTING REQUIREMENTS IN ADDITION TO MAINTAINING ESTABLISHED STANDARDS OF PERFORMANCE. 68 COMMUNITY VOLUNTEERS SPENT OVER 760 HOURS REVIEWING FUNDING APPLICATIONS, FISCAL PERFORMANCE AND OUTCOMES IN ORDER TO RECOMMEND FUNDING LEVELS TO THE UNITED WAY BOARD OF DIRECTORS. 44 PARTNER AGENCY PROGRAMS WILL SERVE MORE THAN 200,000 PEOPLE THROUGHOUT THE BREVARD COMMUNITY. IN ADDITION TO DOLLARS DONATED THROUGH THE COMMUNITY CARE FUND, DONORS ALSO HAVE THE OPPORTUNITY TO DIRECT THEIR FUNDS TO A SPECIFIC NOT FOR PROFIT AGENCY. 1039773 128383 1020086 HEALTHY FAMILIES BREVARD IS A PROGRAM DESIGNATED TO PREVENT CHILD ABUSE AND NEGLECT AND PROMOTE HEALTHY CHILD DEVELOPMENT. SINCE 1999, HEALTHY FAMILIES BREVARD HAS HELPED PARENTS WITH THEIR MOST IMPORTANT ROLE - NURTURING AND RAISING THEIR CHILDREN IN A SAFE AND HEALTHY HOME. UNITED WAY OF BREVARD IS THE DIRECT SERVICE PROVIDER FOR THIS HIGHLY SUCCESSFUL PROGRAM. DURING 2022/2023 2,126 HOME VISITS WERE COMPLETED AND 193 FAMILIES WERE SERVED BY THIS PROGRAM. IN ADDITION, 1198 REFERRALS WERE MADE TO OTHER COMMUNITY AGENCIES. 715296 665874 714294 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) SUPPORTS LONG-TERM SOLUTIONS TO HOUSING CHALLENGES OF ELIGIBLE PERSONS BY PROVIDING FUNDING FOR EMERGENCY AND TEMPORARY HOUSING NEEDS OF PERSONS WITH HIV/AIDS.FOR FY 22-23 714,007 IN FUNDING PROVIDED CRITICAL SERVICES TO IMPROVE ACCESS TO HIV TREATMENT AND HEALTHCARE AND REDUCED THE RISK OF HOMELESSNESS AMONG PEOPLE LIVING WITH HIV/AIDS. UNITED WAY OF BREVARD DISTRIBUTED THESE FUNDS TO AGENCIES SERVING THE ENTIRE COUNTY AND PERFORMED ALL REPORTING TO THE FL DEPARTMENT OF HEALTH. UNITED WAY OF BREVARD WAS ALSO RESPONSIBLE FOR THE MONITORING OF SUBCONTRACTORS PROVIDING DIRECT SERVICE. HOPWA FUNDING PROVIDED CASE MANAGEMENT, HOUSING AND UTILITIES ASSISTANCE TO 237 PERSONS WITH HIV/AIDS. 6363175 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 109 0 false 55 true false false false false false false false false false false false false false false X 51 51 false false false false true true true true true false false true true true true true true true true false FL X X X UNITED WAY OF BREVARD COUNTY 3216312740 1100 ROCKLEDGE BLVD SUITE 300 ROCKLEDGE FL 32955 ROBERT RAINS PRESIDENT 40.00 X X 175231 0 15992 CARON PARTRIDGE INTERIM PRES 40.00 X X 115000 0 0 LYNDA WEATHERMAN BOARD CHAIR 0.80 X X 0 0 0 BART GAETJENS BOARD CHAIR- 0.80 X X 0 0 0 JACKIE BARKER 2022 CAMPAIG 0.80 X X 0 0 0 MOSES HARVIN II VICE CHAIR 0.80 X X 0 0 0 JOHNETTE GINDLING GRANT-CONTRA 0.80 X X 0 0 0 ROBB MORRISON TREASURER 0.80 X X 0 0 0 LAURA CHIESMAN PAST BOARD C 0.80 X X 0 0 0 TIM ANTONITION MEMBER AT LA 0.50 X 0 0 0 LAURIE CAPPELLI MEMBER AT LA 0.50 X 0 0 0 RON FORSTON MEMBER AT LA 0.50 X 0 0 0 HEATHER MCDONOUGH MEMBER AT LA 0.50 X 0 0 0 SUMMIT SHAH MEMBER AT LA 0.50 X 0 0 0 LOUIS WILSON MEMBER AT LA 0.50 X 0 0 0 FRANK ABBATE DIRECTOR 0.50 X 0 0 0 HENRY ANDERSSON DIRECTOR 0.50 X 0 0 0 MARA BELLABY DIRECTOR 0.50 X 0 0 0 STEPHANIE BERSIEKER DIRECTOR 0.50 X 0 0 0 KRISTIN COLACCHIO DIRECTOR 0.50 X 0 0 0 JIM ARCHAMBEAU DIRECTOR 0.50 X 0 0 0 DENNIS BROUGHTON DIRECTOR 0.50 X 0 0 0 RANDY COLEMAN DIRECTOR 0.50 X 0 0 0 MICHAEL AYERS DIRECTOR 0.50 X 0 0 0 PASCAL BUDGE DIRECTOR 0.50 X 0 0 0 WES COVELL DIRECTOR 0.50 X 0 0 0 KRISTOPHER DOAN DIRECTOR 0.50 X 0 0 0 CHRISTOPHER MCALPINE DIRECTOR 0.50 X 0 0 0 JASON FLEISCHMAN DIRECTOR 0.50 X 0 0 0 SUMMERPAL KAHLON DIRECTOR 0.50 X 0 0 0 RANDY FLETCHER DIRECTOR 0.50 X 0 0 0 CORY LANCASTER DIRECTOR 0.50 X 0 0 0 MARK MERZ DIRECTOR 0.50 X 0 0 0 SCOTT LARESE DIRECTOR 0.50 X 0 0 0 MARK MIKOLAJCZYK DIRECTOR 0.50 X 0 0 0 MARCIA GAEDCKE DIRECTOR 0.50 X 0 0 0 JIM LAROCQUE DIRECTOR 0.50 X 0 0 0 SHANNON LEWIS DIRECTOR 0.50 X 0 0 0 MARK MULLINS DIRECTOR 0.50 X 0 0 0 CHRISTY GALZERANO DIRECTOR 0.50 X 0 0 0 JERRY MAMROL DIRECTOR 0.50 X 0 0 0 STEVE OWENS DIRECTOR 0.50 X 0 0 0 MISTY MAROT DIRECTOR 0.50 X 0 0 0 ROBERT PERERS DIRECTOR 0.50 X 0 0 0 TRAVIS PROCTOR DIRECTOR 0.50 X 0 0 0 LINDA STOUT DIRECTOR 0.50 X 0 0 0 THERRIN PROTZE DIRECTOR 0.50 X 0 0 0 MELANIE RAKITA DIRECTOR 0.50 X 0 0 0 CORDELL ROLLE DIRECTOR 0.50 X 0 0 0 SUZANNE SHERMAN DIRECTOR 0.50 X 0 0 0 DEDRA SIBLEY DIRECTOR 0.50 X 0 0 0 DAVID SMITH DIRECTOR 0.50 X 0 0 0 290231 15992 2 false true false 2106205 6058637 562802 8164842 214232 214232 63236 68676 -5440 -5440 OTHER INCOME 15054 15054 ADMINISTRATION SERVICE FEE 13080 13080 28134 8401768 28134 208792 3720408 3720408 290232 206027 37722 46483 1367627 970840 177751 219036 332116 255293 22632 54191 125416 90694 14714 20008 32000 17568 10003 4429 117464 64488 36717 16259 62113 7244 526 54343 19956 10819 2774 6363 131619 104895 7311 19413 147508 109884 9845 27779 31842 28181 600 3061 10523 8281 537 1705 19392 15643 1249 2500 IN-KIND 561487 561487 PAYMENT TO AFFILIATED ORG 129266 101771 6573 20922 CAMPAIGN SUPPLIES 38966 33777 5189 TELEPHONE 31168 28401 753 2014 61834 27474 6555 27805 7230937 6363175 336262 531500 655991 567712 555611 588584 1815267 1724446 301744 315898 12545 16325 29805 36543 67994 63512 15005 4482 4363852 3072555 9915 2186632 7759735 8513177 149875 118823 508078 3335632 3091237 3485507 3718138 X 3784618 4155775 489610 639264 4274228 4795039 7759735 8513177 X 1170831 144702 -19442 -775280 X false true X true true true X 8849502 8320072 14010206 8254300 8164842 47598922 8849502 8320072 14010206 8254300 8164842 47598922 671106 46927816 151619 167121 106224 163508 214232 802704 63236 63236 48464862 81545 0.96830 0.76540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 966764 264901 38410 4742 1265333 782624 216242 -32102 966764 632474 278532 -128382 782624 512874 161115 -41515 632474 467891 13187 31796 512874 false false 4184 3347 837 17401 13756 3645 46409 46409 4482 OTHER ASSETS 1681941 OPERATING LEASE RIGHT TO USE ASSET 504691 2186632 BOARD-APPROVED AGENCY PAYABLE 2610672 DONOR DESIGNATIONS PAYABLE 323629 PASS-THROUGH DESIGNATIONS 147256 OTHER CURRENT LIABILITIES 9680 3091237 X 7751748 144702 144702 7607046 19442 775280 794722 8401768 7230937 7230937 7230937 SCHEDULE D, PAGE 3, PART X UWBC IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. FASB ASC 740, ACCOUNTING FOR INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE OF THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT EVALUATES THE ORGANIZATIONS TAX POSITIONS ON AN ANNUAL BASIS, BOTH PAST AND CURRENT. IF MANAGEMENT DETERMINES THAT A PAST OR CURRENT TAX POSITION IS UNCERTAIN THEN A TAX LIABILITY IS CALCULATED TO REPRESENT THE INCREASE IN TAXES ANTICIPATED UPON EXAMINATION. AS OF JUNE 30, 2022, MANAGEMENT HAS DETERMINED THAT ALL PAST AND CURRENT TAX POSITIONS WERE LIKELY TO BE REALIZABLE AND SUSTAINABLE UPON EXAMINATION AND THAT THE CALCULATION OF A TAX LIABILITY WAS NOT NECESSARY. TAX YEARS ENDED JUNE 30, 2020 THROUGH 2023 REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS RECEIVED 775,280 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS PAID 0 EVENT INCOME 63236 63236 68676 63236 63236 68676 68676 -5440 false 2-1-1 BREVARD PO BOX 561627 ROCKLEDGE FL 32956 591897447 501C3 184048 ALLOCATION/DESG ACADEMIC SUCCESS ADVOCATES PO BOX 33981 INDIALANTIC FL 32903 850918902 501C3 6751 DESG AGING MATTERS 3600 WEST KING ST STE 1 COCOA FL 32926 591110325 501C3 256005 DESG AMERICAN RED CROSS 8245 DEVERAUX DRIVE STE101 MELBOURNE FL 32940 530196605 501C3 75057 ALLOCATION/DESG AMIKIDS SPACE COAST INC 1000 INSPIRATION LN MELBOURNE FL 32934 592869412 501C3 61693 ALLOCATION/DESG BIG BROTHERS BIG SISTERS CENTRAL FL 618 SOUTH ST STE 500 ORLANDO FL 32801 596555007 501C3 80157 ALLOCATION/DESG BOY SCOUTS 1951 S ORANGE BLOSSOM TR STE 102 APOPKA FL 32703 590624376 501C3 16078 ALLOCATION/DESG BOYS & GIRLS CLUBS 101 EAST COLONIAL DRIVE ORLANDO FL 32801 590951887 501C3 160686 ALLOCATION/DESG BREVARD ACHIEVEMENT CENTER 1845 COGSWELL ST ROCKLEDGE FL 32955 591203280 501C3 127921 DESG BREVARD ALZHEIMERS FOUNDATION 4676 NORTH WICKHAM RD MELBOURNE FL 32935 593369526 501C3 88296 ALLOCATION/DESG BREVARD COUNTY LEGAL AID 1038 HARVIN WAY STE 100 ROCKLEDGE FL 32955 591301750 501C3 110000 ALLOCATION BREVARD PUBLIC SCHOOLS 2700 JUDGE FRAN JAMISON WAY VIERA FL 32940 596000522 501C3 32500 STRATEGIC ALLOCATION BREVARD SCHOOLS FOUNDATION 2700 JUDGE FRAN JAMISON WAY VIERA FL 32940 592895155 501C3 8161 DESG BREVARD ZOO SCHOOL 8225 NORTH WICKHAM RD MELBOURNE FL 32940 592496749 501C3 22292 ALLOCATION/DESG BRIDGES BTC INC 1694 CEDAR ST ROCKLEDGE FL 32955 590905505 501C3 56350 ALLOCATION CATHOLIC CHARITIES OF CENTRAL FL 1819 NORTH SEMORAN BLVD ORLANDO FL 32807 591214353 501C3 39115 ALLOCATION/DESG CENTRAL BREVARD SHARING CENTER 113 AURORA ST COCOA FL 32922 591839108 501C3 180923 ALLOC/DESG/RELIEF CHILDREN'S HOME SOCIETY 1403 DIXON BLVD COCOA FL 32922 590192430 501C3 39604 ALLOCATION/DESG CLUB ESTEEM 3316 S MONROE ST MELBOURNE FL 32901 593317831 501C3 75564 ALLOCATION/DESG COMMUNITY FOUNDATION FOR BREVARD 1361 BEDFORD DRIVE STE 102 MELBOURNE FL 32940 592114988 501C3 7025 ALLOCATION/DESG COMPUTERS ADVANCING EDUCATION PO BOX 902 SHARPES FL 32959 753130752 501C3 9000 DESG CROSSWINDS YOUTH SERVICES 1407 DIXON BLVD COCOA FL 32922 237376943 501C3 62488 ALLOCATION/DESG EARLY LEARNING COALITION OF BREVARD 2671 WEST EAU GALLIE BLVD MELBOURNE FL 32935 593651961 501C3 268872 ALLOCATION/DESG FAMILY PROMISE OF BREVARD 114 FIRST ST COCOA FL 32922 331170962 501C3 29673 ALLOCATION/DESG FLORIDA TECH 150 WEST UNIVERSITY BLVD MELBOURNE FL 32901 596046500 501C3 10532 DESG FRIENDS OF CHILDREN 2825 JUDGE FRAN JAMIESON WAY VIERA FL 32940 593175485 501C3 43860 ALLOCATION/DESG GENESIS HOUSE 2102 HELEN ST MELBOURNE FL 32901 591595818 501C3 5103 DESG GIRL SCOUNTS OF CITRUS COUNCIL 341 NORTH MILLS AVE ORLANDO FL 32803 590696293 501C3 18626 ALLOCATION/DESG GRANDPARENTS RAISING GRANDCHILDREN 123 BARTON BLVD STE 102 ROCKLEDGE FL 32955 593712039 501C3 25090 ALLOCATION/DESG HEALTH FIRST FOUNDATION 1350 SOUTH HICKORY ST MELBOURNE FL 32901 593528774 501C3 8000 DESG HOUSING FOR HOMELESS 4087 US HWY 1 STE 3 ROCKLEDGE FL 32955 592981409 501C3 42359 ALLOCATION/DESG JUNIOR ACHIEVEMENT 1275 S PATRICK DR STE E SATELLITE BEACH FL 32937 592461562 501C3 24569 ALLOCATION LIFETIME COUNSELING CENTER 1100 ROCKLEDGE BLVD ROCKLEDGE FL 32955 592432318 501C3 79094 ALLOCATION/DESG LINKS OF HOPE 1535 COGSWELL STREET STE C20 ROCKLEDGE FL 32955 010553077 501C3 24000 ALLOCATION MY COMMUNITY CARES 301 GROVE BLVD MERRITT ISLAND FL 32953 463723291 501C3 30303 ALLOCATION/DESG N BREVARD CHARITIES SHARING CENTER 4475 S HOPKINS AVE TITUSVILLE FL 32780 593079635 501C3 116013 ALLOCATION/DESG N BREVARD MEDICAL SUPPORT 5650 WASHINGTON AVE TITUSVILLE FL 32780 593074052 501C3 30000 ALLOCATION NATIONAL TECHNICAL ASSOCIATION 1686 MARYWOOD RD MELBOURNE FL 32934 521699722 501C3 11000 ALLOCATION NATIONAL VETERANS HOMELESS SUPPORT 1436 WEST KING ST COCOA FL 32922 352330290 501C3 16586 ALLOCATION/DESG NEIGHBOR UP BREVARD 1151 MASTERSON ST MELBOURNE FL 32935 593483505 501C3 61447 ALLOCATION/DESG NEW LIFE MISSION PO BOX 362203 MELBOURNE FL 32936 261686406 501C3 24687 ALLOCATION/DESG OTHER GRANTS 378665 ALLOCATION/DESG PALM BAY FIREFIGHTERS COMMUNITY 1465 GEORGIA ST STE B PALM BAY FL 32907 274590150 501C3 7387 DESG PROJECT RESPONSE 745 S APOLLO BLVD MELBOURNE FL 32901 593036563 501C3 38234 ALLOCATION/DESG PROMISE INC 4105 NORTHFOLK PARKWAY WEST MELBOURNE FL 32904 900520600 501C3 18927 DESG ROLLING READERS SPACE COAST 101 PIRATE LN PORTABLE 27 MELBOURNE FL 32901 593755192 501C3 16564 ALLOCATION/DESG SECOND HARVEST FOOD BANK 411 MERCY DR ORLANDO FL 32805 592142315 501C3 237229 ALLOCATION SERENE HARBOR CONFIDETIAL PER STATE STATUTE PALM BAY FL 32910 593115093 501C3 54482 ALLOCATION/DESG SOUTH BREVARD SHARING CENTER 17 EAST HIBISCUS BLVD MELBOURNE FL 32901 591604414 501C3 5589 DESG SPACE COAST DISCOVERY 3790 DAIRY RD MELBOURNE FL 32904 592858471 501C3 39758 ALLOCATION/DESG STEPS 1033 NORTH PINE HILLS RD STE 30 ORLANDO FL 32808 630836930 501C3 33594 ALLOCATION/DESG THE CHILDREN'S HUNGER PROJECT 26 FOREST AVENUE COCOA FL 32922 364686823 501C3 52390 ALLOCATION/DESG THE HAVEN FOR CHILDREN 555 GRANT AVE SATELLITE BEACH FL 32937 592722408 501C3 5317 DESG THE SALVATION ARMY 1080 SOUTH HICKORY STREET MELBOURNE FL 32901 580660607 501C3 106587 ALLOCATION/DESG THE WOMEN'S CENTER 1425 AURORA RD MELBOURNE FL 32935 591628264 501C3 98585 ALLOCATION/DESG UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVE FORT LAUDERDALE FL 33316 590624402 501C3 42803 DESG UNITED WAY OF MIAMI-DADE 3250 SW THIRD AVE MIAMI FL 33129 590830840 501C3 5310 DESG UNITED WAY OF VOLUSIA-FLAGLER 1530 CORNERSTONE BLVD STE 210 DAYTONA BEACH FL 32117 591099774 501C3 8467 DESG SCHEDULE I, PAGE 1, PART I, LINE 2 1. AGENCY ALLOCATIONS: MEMBER AGENCIES THAT RECEIVE AN ALLOCATION SUBMIT AN ANNUAL PROGRAM NARRATIVE AND BUDGET. EACH AGENCY UNDERGOES A SITE VISIT BY UNITED WAY OF BREVARD STAFF AND VOLUNTEERS TO REVIEW THE FUNDED PROGRAM(S). AGENCIES ALSO SUBMIT A MID-YEAR REPORT AND AN END-OF-YEAR REPORT THAT DETAILS THE USE OF THE GRANT FUNDS FOR THE YEAR. 2. DONOR DESIGNATIONS: UNITED WAY OF BREVARD REQUIRES AN AGENCY TO BE CLASSIFIED AS A 501(C)(3) EXEMPT ORGANIZATION TO RECEIVE DESIGNATED FUNDS FROM DONORS. UNITED WAY OF BREVARD REQUIRES EACH DESIGNATED AGENCY TO RETURN A FORM ANNUALLY THAT PROVES THEIR 501(C)(3) STATUS AND CERTIFY THAT THE AGENCY WILL COMPLY WITH ALL OF THE REQUIREMENTS OF THE PATRIOT ACT. false false false false false false false false false ROBERT RAINS PRESIDENT 175231 2360 13632 191223 X 49894 THRIFT STORE PRICES X 113567 THRIFT STORE PRICES X 45 399341 ESTIMATED PURCHASE PRICE false false false FORM 990 UNITED WAY BELIEVES THAT WHEN YOU GIVE A PERSON A CHANCE THERE IS AN OPPORTUNITY TO MAKE POSITIVE LASTING CHANGE. THAT'S WHY WE FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON. WHEN YOU MAKE THE DECISION TO GIVE TO UNITED WAY, YOU ARE GIVING SOMEONE A CHANCE TO CHANGE THEIR LIFE. KEY HIGHLIGHTS: -OUR COMMUNITY CAMPAIGN RAISED 5,400,000 FOR LOCAL HEALTH AND HUMAN SERVICE PARTNERS. JACKIE BARKER, SKY ADVERTISING SERVED AS OUR 2022 UNITED WAY CAMPAIGN CHAIR. -L3HARRIS AND ITS EMPLOYEES WERE THE LARGEST CONTRIBUTORS, RAISING 1.4M. PUBLIX SUPER MARKETS AND ITS ASSOCIATES AGAIN JOINED L3HARRIS IN THE MILLION-DOLLAR CIRCLE BY RAISING 1.1 M. -GRANTS SECURED O VOLUNTEER INCOME TAX ASSISTANCE PROGRAM - VITA (30,000) O HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) (714,007) O UNIVERSITY OF SOUTH FLORIDA AFFORDABLE CARE ACT GRANT (237,736) O CORPORATE GRANTS TO SUPPORT OUR INITIATIVES (66,315) -GIFTS IN KIND DISTRIBUTED 562,802 WORTH OF ITEMS SUCH AS DIAPERS, CAR SEATS, HYGIENE PRODUCTS, DISASTER ITEMS AND OTHER GOODS. -FINANCES - WE RECEIVED AN UNMODIFIED AUDIT FOR 2022-23 FROM MOSS KRUSICK. -THE COMMUNITY CARE FUND/ALLOCATIONS PROCESS RETURNED TO IN-PERSON THIS YEAR. PANEL VOLUNTEERS SPENT OVER 760 VOLUNTEER HOURS REVIEWING AGENCY FUNDING REQUESTS. -LOCALLY, 2368 VOLUNTEERS DONATED 11,835 HOURS TO UNITED WAY LAST YEAR, WHICH TRANSLATED TO A VALUE OF 375,809 ACCORDING TO THE POINTS OF LIGHT FOUNDATION. -HEALTHY FAMILIES ENSURING CHILDREN LIVE IN A SAFE, HEALTHY ENVIRONMENT IS ESSENTIAL. THAT'S WHY WE OFFER A DIRECT PROVEN PROGRAM TO PREVENT CHILD ABUSE AND NEGLECT. HEALTHY FAMILIES HELPED PARENTS OF NEWBORNS LEARN HOW TO BE THE BEST THEY CAN BE AT THEIR MOST IMPORTANT JOB-RAISING AND NURTURING THEIR CHILDREN. THIS PROGRAM IS FUNDED BY TWO GRANTS TOTALING 1,071,500. -TAX PREPARATION CREATING EMPOWERED, MORE FINANCIALLY STABLE CITIZENS IS THE GOAL BEHIND THE FREE TAX PREP SERVICE BY UNITED WAY. TAX PROGRAM VOLUNTEERS PREPARED 1,577 TAX RETURNS FOR LOW TO MODERATE INCOME WORKERS, SAVING TAXPAYERS AN AVERAGE OF 250 PER TAX RETURN AND CREATING AN ESTIMATED COMMUNITY IMPACT OF 1.7M. -OUR TARGETED CARE OPTIONS INCLUDE THE FOLLOWING AREAS WHICH ALLOW A GIFT TO BE RESTRICTED TO A SPECIFIC AREA OF OUR IMPACT WORK WITH VOLUNTEER OVERSIGHT AND INPUT. TARGETED IMPACT AREAS INCLUDE THE FOLLOWING: -EARLY GRADE READING EARLY BRAIN DEVELOPMENT IS VITAL FOR KIDS TO THRIVE BY THE AGE OF FIVE. THAT'S WHY UNITED WAY INVESTS IN THESE STRATEGIES FOR EDUCATIONAL SUCCESS. O SUMMER FEED AND READ THIS PAST SUMMER WE SERVED 1,000 CHILDREN, DISTRIBUTED MORE THAN 8,000 BRAND-NEW, FREE BOOKS AND 8,000 TAKE-HOME FOOD PACKS. O SUMMER SLIDE UNITED WAY LEADS AN INITIATIVE WITH BREVARD PUBLIC SCHOOLS TO PROMOTE THE IMPORTANCE OF READING OVER THE SUMMER TO 35,000 LOCAL ELEMENTARY STUDENTS. STUDIES SHOW STUDENTS CAN LOSE 1 TO 3 MONTHS OF LEARNING OVER THE SUMMER. -EQUITY IN BREVARD UNITED WAY WILL INVEST IN ORGANIZATIONS, NETWORKS AND PROGRAMS THAT SPARK DIALOGUE AND ACTION TO IMPROVE EQUITY IN BREVARD. ACHIEVING THIS REQUIRES A COMMITMENT AND A SUSTAINED EFFORT THAT CAN ONLY BE ACCOMPLISHED WHEN ALL PARTIES COME TOGETHER TO ACT UNITED. -MISSION UNITED THIS INITIATIVE CONNECTS VETERANS AND THEIR FAMILIES WITH THE SERVICES THEY NEED-FROM SECURING A ROOF OVER THEIR HEADS, TO FINDING A STABLE JOB, TO GETTING HEALTH TREATMENT. FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF BREVARD PARTNER AGENCIES ARE A DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO PROVIDE CRITICAL SERVICES TO OUR COMMUNITY AND MEET COMPREHENSIVE FUNDING STANDARDS AND BI-ANNUAL PERFORMANCE REVIEWS FOR EFFICIENT, HIGH-QUALITY PROGRAMS SERVING BREVARD COUNTY RESIDENTS. AGENCIES MUST DEMONSTRATE ACCOUNTABILITY AND COMPLETE ALL REPORTING REQUIREMENTS IN ADDITION TO MAINTAINING ESTABLISHED STANDARDS OF PERFORMANCE. 68 COMMUNITY VOLUNTEERS SPENT OVER 760 HOURS REVIEWING FUNDING APPLICATIONS, FISCAL PERFORMANCE AND OUTCOMES IN ORDER TO RECOMMEND FUNDING LEVELS TO THE UNITED WAY BOARD OF DIRECTORS. 44 PARTNER AGENCY PROGRAMS WILL SERVE MORE THAN 200,000 PEOPLE THROUGHOUT THE BREVARD COMMUNITY. IN ADDITION TO DOLLARS DONATED THROUGH THE COMMUNITY CARE FUND, DONORS ALSO HAVE THE OPPORTUNITY TO DIRECT THEIR FUNDS TO A SPECIFIC NOT FOR PROFIT AGENCY. FORM 990, PAGE 6, PART VI, LINE 6 EVERY CONTRIBUTOR OF CASH DONATIONS, OR CASH EQUIVALENT, THEREBY BECOMES A MEMBER OF THE CORPORATION AND IS ENTITLED TO VOTE AT ALL MEETING OF THE MEMBERS DURING THE ANNUAL YEAR OF THE CORPORATION FOLLOWING THE CONTRIBUTION. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ARE ALLOWED TO VOTE AT THE ANNUAL MEETING. THE ANNUAL MEETING OF THE UNITED WAY OF BREVARD, INC. IS HELD FOR THE TRANSACTION OF BUSINESS AND THE ELECTION OF MEMBERS TO ITS BOARD OF DIRECTORS. IT IS HELD AT SUCH TIME AS MAY BE FIXED BY THE EXECUTIVE COMMITTEE, UPON THE CALL OF THE CHAIR OF THE BOARD, OR IN HIS/HER ABSENCE, BY THE CHAIR-ELECT OF THE SELECTED VICE CHAIR. FORM 990, PAGE 6, PART VI, LINE 7B DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE PRIMARY GOVERNANCE DECISION RESERVED TO MEMBERS IS TO ELECT BOARD MEMBERS AT THE ANNUAL MEETING. ONCE SEATED, THE BOARD ELECTS ITS OWN OFFICERS. FORM 990, PAGE 6, PART VI, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COMPLETED DRAFT OF THE IRS FORM 990 IS EMAILED TO THE BOARD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR THE ETHICS POLICY (WHICH CONTAINS THE CONFLICT OF INTEREST POLICY) IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE ENTIRE STAFF BY THE ETHICS OFFICER. EACH YEAR THE BOARD OF DIRECTORS AND THE ENTIRE STAFF ARE REQUIRED TO REVIEW THE POLICY, DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN A STATEMENT THAT THEY HAVE REVIEWED THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A NONE OF THE OFFICERS OF THE ORGANIZATION'S BOARD RECEIVE COMPENSATION. THE ORGANIZATION'S DIRECTOR RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE EXECUTIVE ASSISTANT INFORMING HER OF THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES. FORM 990, PAGE 6, PART VI, LINE 15B NONE OF THE OFFICERS OF THE ORGANIZATION'S BOARD RECEIVE COMPENSATION. THE ORGANIZATION'S DIRECTOR RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE EXECUTIVE ASSISTANT INFORMING HER OF THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES. FORM 990, PAGE 6, PART VI, LINE 19 IF A REQUEST IS MADE, UNITED WAY OF BREVARD, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR REVIEW AT ITS OFFICE LOCATED AT 1100 ROCKLEDGE BLVD, SUITE 300. FORM 990, PART XI, LINE 9 DONOR DESIGNATIONS RECEIVED -775,280 DONOR DESIGNATIONS PAID 0 TOTAL -775,280