2023-12-18T06:20:37-08:00 2023-06-30 591498723 DIVINE BLALOCK MARTIN & SELLARI LLC 580 VILLAGE BLVD SUITE 110 WEST PALM BEACH FL 33409 990 2022-07-01 590637885 Town of Palm Beach United Way Inc TOWN 5616551919 44 Cocoanut Row M-201 Palm Beach FL 33480 Elizabeth Walton President & CEO 2023-12-18 true Elizabeth Walton 999009999 true Dustan Brown CPA P01520825 5616861110 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Elizabeth Walton 9052670 false X www.palmbeachunitedway.org X 1945 FL The Town of Palm Beach United Way, Inc is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health. 74 76 5 440 0 7542474 7510659 0 545356 164475 0 8087830 7675134 5833255 5301521 0 491016 512223 0 385857 821267 1108881 7145538 6922625 942292 752509 16686552 18517140 3515290 3943600 13171262 14573540 X The Town of Palm Beach United Way, Inc is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health. false false 1869571 1538068 BUILD HEALTHIER COMMUNITIES FOR ALL: Investments in health benefit the entire community because residents who have access to quality health care are more productive and require fewer government services and costly long-term care. Healthy kids are more likely to succeed in school and healthy adults are more likely to maintain or gain employment. The Town of Palm Beach United Way invested $1,538,068 into 29 programs at 19 nonprofit partner agencies in Palm Beach County. Medical and Dental: Many individuals do not have access to health insurance or do not have the funds to pay co-pays for prescriptions. As a result, they are unable to maintain or improve their health status and are at-risk for long-term, serious health issues. Poor health impacts the ability to function, to attend school and to maintain or gain employment. $402,400 was invested into 5 programs.Mental Health: Many people have mental health concerns from time to time. A mental health concern becomes a mental illness when ongoing signs and symptoms cause frequent stress and affect the ability to function. If implemented early, Support and professional services for individuals with mental health concerns will alleviate the need for more extensive services for serious illness. $335,000 was invested into 11 programs.Substance Abuse: Individuals engaging in substance abuse are at risk of losing their families, jobs and engaging in risky behaviors. Most people who get into and remain in treatment stop using drugs, decrease their criminal activity, and improve their occupational, social, and psychological functioning: Access to appropriate treatment, intervention or on-going recovery programs is necessary to help individuals overcome substance abuse addiction or mental health issues. $346,200 was invested into 3 programs.Older Adults and Caregiver Support: The new generation or seniors has different expectations than previous ones. Older adults need services and programs that help them maintain independent living and/or increased or sustained financial security. Caregivers of family members need services that provide them support and help maintain a stable environment for their loved ones. $170,468 was invested into 6 programs.Disabilities and Special Needs: After age 21, young adults with disabilities "age out" of the services and supports provided through the school system. Individuals with disabilities and special needs and family caregivers need services and programs that help them maintain independent living, financial security, and a stable environment. $284,000 was invested into 4 programs. 1660840 1366853 HURRICANE IAN: Hurricane Ian, the fourth most powerful storm to hit Florida, made landfall on Floridas Gulf Coast on September 28, 2022. The Town of Palm Beach United Way created the Hurricane Ian Recovery Fund to assist with both immediate relief efforts and long-term recovery work, particularly in the hardest-hit areas of Lee County. Grants were distributed to nonprofit agencies providing food, water, medical care, housing supplies, building materials and other emergency assistance. The fund was made possible thanks to 17 matching gifts from numerous donors. The fund raised $1.1 million and distributed grants to 8 organizations assisting with recovery efforts.SCHOOL SUPPLY DRIVE: The 10th Annual Town of Palm Beach United Way School Supply Drive collected 16,500 individual items and raised $29,000. School supplies were donated to Achievement Centers for Children and Families, American Association of Care giving Youth, and Take Stock in Children. Funds were distributed to 15 United Way partner agencies.TOY DRIVE: The 29th Annual Holiday Toy Drive collected hundreds of toys and raised $24,525. Toys were donated to Catholic Charities, Clinics Can Help and Farmworker Coordinating Council. Funds were distributed to 18 United Way partner agencies.FOOD DRIVE: The 10th Annual Empty Your Pantry Food Drive collected hundreds of food items collected valued at $5,315. Food donations were distributed to 5 United Way partner agencies.TURKEY TROT: The 14th Annual 5K Turkey Trot held on Thanksgiving morning provided Thanksgiving meals for 4,984 children and adults at 19 nonprofit agencies throughout Palm Beach County. 1510732 1243400 HELPING ADULTS ACHIEVE FINANCIAL STABILITY AND STRENGTHEN THE SAFETY NET: Investments In financial stability lift people out of poverty because income-based programs allow adults to find and maintain jobs, secure housing, pay down debt and save for the future. Adults who are financially stable are less likely to be homeless, engage in crime and develop health problems. The Town or Palm Beach United Way Invested $1,243,400 Into 20 programs at 13 partner agencies in Palm Beach County.Access to Jobs and Job Skills Training: Although unemployment has gone down in the last decade, salaries and wages have not kept up with the cost of housing and daily living expenses. For this reason, the main Income earner in a low-income household works 2 or 3 jobs to make ends meet, and many families are borrowing heavily and relying on high-cost alternatives to cover their daily expenses. $175,000 was invested into 3 programs.Food pantries: Food insecurity is the limited or uncertain availability of nutritionally adequate food for an active healthy lifestyle in Palm Beach County nearly 158,000 people are food insecure, including more than 48,000 children. Hunger can have a negative impact on child development, educational achievement, and mental and physical health. $174,000 was invested in 5 programs.Housing and community-based support: Individuals and families often live on the edge between low income and becoming homeless. They may find themselves in need of emergency shelter for a variety of complex economic and social reasons. Emergency shelters are an essential component of homeless services and are often the first place to turn. $572,400 was invested in 8 programs.Domestic Violence: Domestic violence is the willful intimidation, physical assault battery, sexual assault and/or other abusive behavior perpetrated by an intimate partner against another. It affects individuals in every community, regardless of age, economic status, race, religion, nationality, or educational background. $322,000 was invested in 4 programs. 1401212 1153200 6442355 true true false false false false false false false true true false false true false true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 0 0 false 5 true false false false false false false false 0 false false false false false false false X 74 76 true false false false false false false true true false false true true true true true true true true false FL X X X Elizabeth Walton 5616551919 44 Cocoanut Row Palm Beach FL 33480 X Elizabeth Walton President and CEO 50.00 0.00 168000 0 25200 Mary Freitas Trustee 1.00 0.00 X 0 0 0 Mark Cook Vice Chairman 1.00 0.00 X X 0 0 0 Christine Curtis Vice Chairman 1.00 0.00 X X 0 0 0 Christina Dennis Trustee 1.00 0.00 X 0 0 0 Danielle Moore Vice Chairman 1.00 0.00 X X 0 0 0 Jeffrey Marcus Vice Chairman 1.00 0.00 X X 0 0 0 Ralph Moore Vice Chairman 1.00 0.00 X X 0 0 0 Debra Vasilopoulos Secretary 1.00 0.00 X X 0 0 0 Missy Agnello Treasurer 1.00 0.00 X X 0 0 0 Jorge Cabrera Asst. Treasurer 1.00 0.00 X X 0 0 0 Suzanne Ainslie Trustee 1.00 0.00 X 0 0 0 Jay Boodheshwar Trustee 1.00 0.00 X 0 0 0 Sean Baker Trustee 1.00 0.00 X 0 0 0 Howard Bernick Trustee 1.00 0.00 X 0 0 0 Paula Butler Trustee 1.00 0.00 X 0 0 0 Sheila Fine Trustee 1.00 0.00 X 0 0 0 Juliana Gendelmen Trustee 1.00 0.00 X 0 0 0 Sandra Bornstein Trustee 1.00 0.00 X 0 0 0 James Borynack Trustee 1.00 0.00 X 0 0 0 Darlene Jordan Trustee 1.00 0.00 X 0 0 0 Nancy Brinker Trustee 1.00 0.00 X 0 0 0 Beth Lang Trustee 1.00 0.00 X 0 0 0 Atesh Chandra Trustee 1.00 0.00 X 0 0 0 Carla Cove Trustee 1.00 0.00 X 0 0 0 Matthew Lorentzen Trustee 1.00 0.00 X 0 0 0 Thomas Quick Trustee 1.00 0.00 X 0 0 0 J Cater Randolph Trustee 1.00 0.00 X 0 0 0 Joyce Reingold Trustee 1.00 0.00 X 0 0 0 Christine Stiller Trustee 1.00 0.00 X 0 0 0 Rebecca Williams Trustee 1.00 0.00 X 0 0 0 George Garfunkel Trustee 1.00 0.00 X 0 0 0 Bob Wright Trustee 1.00 0.00 X 0 0 0 Lee Gordon Trustee 1.00 0.00 X 0 0 0 Steve Hall Jr Trustee 1.00 0.00 X 0 0 0 Ann Heathwood Trustee 1.00 0.00 X 0 0 0 Vicky Hunt Trustee 1.00 0.00 X 0 0 0 Brian Hurley Trustee 1.00 0.00 X 0 0 0 William Tiefel Chairman 1.00 0.00 X X 0 0 0 David Mack Trustee 1.00 0.00 X 0 0 0 Cara McClure Trustee 1.00 0.00 X 0 0 0 Pamela Mclver Trustee 1.00 0.00 X 0 0 0 Hess Musallet Trustee 1.00 0.00 X 0 0 0 Heidi Niblack Trustee 1.00 0.00 X 0 0 0 Rita Nowak Trustee 1.00 0.00 X 0 0 0 Daniel Ponton Trustee 1.00 0.00 X 0 0 0 Stephanie Ribakoff Trustee 1.00 0.00 X 0 0 0 Lyn Ross Trustee 1.00 0.00 X 0 0 0 Richard Rothschild Trustee 1.00 0.00 X 0 0 0 Laurie Silvers Trustee 1.00 0.00 X 0 0 0 Jessica Surovek Trustee 1.00 0.00 X 0 0 0 Dominick Telesco Trustee 1.00 0.00 X 0 0 0 Betsy Turner Trustee 1.00 0.00 X 0 0 0 Kathryn Vecellio Trustee 1.00 0.00 X 0 0 0 Simone Vickar Trustee 1.00 0.00 X 0 0 0 Lisa Wilkinson Trustee 1.00 0.00 X 0 0 0 Susan Wright Trustee 1.00 0.00 X 0 0 0 Wendy Cox Trustee 1.00 0.00 X 0 0 0 Ginny Edlavitch Trustee 1.00 0.00 X 0 0 0 Gail Engelberg Trustee 1.00 0.00 X 0 0 0 Kristen Kelly Fisher Trustee 1.00 0.00 X 0 0 0 Ellen Jaffe Trustee 1.00 0.00 X 0 0 0 Jason Kalisman Trustee 1.00 0.00 X 0 0 0 Paulette Koch Trustee 1.00 0.00 X 0 0 0 Roberta Kozloff Trustee 1.00 0.00 X 0 0 0 Bill Mack Trustee 1.00 0.00 X 0 0 0 Bill Meyer Trustee 1.00 0.00 X 0 0 0 Michael Pucillo Trustee 1.00 0.00 X 0 0 0 Farley Rentschler Trustee 1.00 0.00 X 0 0 0 Laing Rogers Trustee 1.00 0.00 X 0 0 0 John Scarpa Trustee 1.00 0.00 X 0 0 0 Robbi Toll Trustee 1.00 0.00 X 0 0 0 Beth Wilf Trustee 1.00 0.00 X 0 0 0 Mark Zeidman Trustee 1.00 0.00 X 0 0 0 Josephine Kalisman Director 1.00 0.00 X 0 0 0 168000 25200 1 false true false 0 7510659 204901 7510659 0 384136 384136 0 0 0 1157875 1377536 -219661 -219661 -219661 0 0 0 0 7675134 164475 5301521 5301521 0 0 0 168000 84000 16800 67200 0 209350 104675 20935 83740 56603 28302 5660 22641 50422 27275 2989 20158 27848 13925 2784 11139 0 0 24700 12350 2470 9880 0 0 57240 28802 5687 22751 0 20227 10113 2023 8091 82388 41077 8262 33049 18777 9388 1878 7511 0 27653 13827 2765 11061 3000 1500 300 1200 0 650467 576838 14726 58903 0 0 12696 6348 1270 5078 8580 4290 858 3432 In-Kind Special Events 85057 85057 Dues & Subscriptions 62014 61204 162 648 Donor cultivation 19518 9770 1950 7798 Printing and Publications 16745 8373 1674 6698 19819 13720 1220 4879 6922625 6442355 94413 385857 5615541 6684959 2202073 2257845 0 137633 197209 0 0 0 0 10798 17637 462620 452825 22491 9795 0 0 0 0 8698016 9349695 16686552 18517140 14340 8932 3500950 3934668 3515290 3943600 X 6799232 7956354 6372030 6617186 13171262 14573540 16686552 18517140 X 752509 595425 54344 X false true X true false X 4173509 6476090 5462980 8112321 7848159 32073059 0 0 4173509 6476090 5462980 8112321 7848159 32073059 0 32073059 545167 84522 136906 365626 384136 1516357 0 0 33589416 0.95490 0.94910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10313813 675603 512518 10476898 11545071 250000 -1481258 10313813 9320297 253700 1971074 11545071 8858131 756737 -294571 9320297 8435396 257725 165010 8858131 0.46100 0.53900 false false false 303028 295230 7798 159592 157595 1997 9795 Investments in Endowment 9349695 9349695 X 8324902 595424 54344 649768 7675134 7675134 6922625 6922625 6922625 Part X : FIN48 Footnote The Organization is exempt from federal & state income taxes as a voluntary health & welfare organization under Internal Revenue Section 501(c)(3). Income from activities not directly related to the Organization's exempt purpose is subject to taxation at statutory corporate tax rates. There were no income activities unrelated to the Organization's exempt purpose during the current year. Accordingly, no income taxes are provided in the financial statements.Management analyzes tax positions in jurisdictions where it is required to file income tax returns. Interest and penalties attributable to income taxes, if any, are included in operating expenses. Based on its evaluation, management did not identify any tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease. No interest or penalties related to income taxes were recorded for the years ended June 30, 2023 and 2022. The Organization is no longer subject to income tax examination for the fiscal years prior to 2019. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Change in value of beneficial interest $55774 Uncollectible pledge receivable $-1430 false 2-1-1 Palm Beach PO Box 3588 Lantana FL 33465 237153017 163868 0 Grants to support program operation AACY 6401 Congress Aveneue Boca Raton FL 33487 650866677 29200 0 Grants to support program operation Achievement center for Childr 555 NW 4th Street Delray Beach FL 33444 591264435 117000 0 Grants to support program operation Adopt-a-Family 1712 Second Avenue North Lake Worth FL 33460 592471253 219000 0 Grants to support program operation Aid to Victims of Domestic Ab PO Box 6161 Delray Beach FL 33482 592486620 184576 0 Grants to support program operation Alpert Jewish Family Service 5841 Corporate Way Suite 200 West Palm Beach FL 33407 591520581 63500 0 Grants to support program operation Alzheimers Community Care 800 Northpoint West Palm Beach FL 33407 311481653 87000 0 Grants to support program operation Americares 88 Hamilton Avenue Stamford CT 06902 061008595 75000 0 Grants to support program operation ARC of Palm Beach County 1201 Australian Riviera Beach FL 33404 590883386 318600 0 Grants to support program operation ARC of the Glades 4250 NW 16th Belle Glade FL 33430 591760374 20000 0 Grants to support program operation Boca Helping Hands 1500 NW 1st CT Boca Raton FL 33432 311713631 56000 0 Grants to support program operation Boys and Girls Clubs of PBC 800 Northpoint West Palm Beach FL 33407 237060561 231000 0 Grants to support program operation CROS Ministries 3677 23rd Avenue South B101 Lake Worth FL 33461 591802917 51000 0 Grants to support program operation Caridad Center 8545 W Boynton Beach Boynton Beach FL 33472 650149423 224000 0 Grants to support program operation Catholic Charities 100 West 20th Street Riviera Beach FL 33404 650932032 140700 0 Grants to support program operation Center for Child Counseling 8895 N Military Trail Ste 300 Palm Beach Gard FL 33410 80950 0 Grants to support program operation Center for family Services 4101 Parker Wes Palm Beach FL 33405 591084179 45000 0 Grants to support program operation Clinics can Help 2560 Westgate Avenue West Palm Beach FL 33409 202778895 58000 0 Grants to support program operation Convoy of Hope 1 Convoy Drive Springfield MO 65802 680051386 100000 0 Grants to support program operation Drug Abuse Foundation 400 South Swinton Delray Beach FL 33444 237074625 146072 0 Grants to support program operation Drug Abuse Treatment Associat 1016 Clemons St Suite 300 Jupiter FL 33477 591363887 193200 0 Grants to support program operation El Sol 106 Military Trail Jupiter FL 33458 010870672 52150 0 Grants to support program operation Elite Card Payment Center 18503 Pines Blvd Suite 314 Pembroke Pines FL 33029 17594 0 Grants to support program operation Families First of PBC 3333 Forest Hill West Pam Beach FL 33406 650166352 115005 0 Grants to support program operation Farmworker Coordinating Counc 1123 Crestwood Boulevard Lake Worth FL 33460 591830267 53450 0 Grants to support program operation Glades Initiative 141 SE Avenue C Belle Glade FL 33430 010733180 246000 0 Grants to support program operation Global Empowerment Mission 1309 N Flagler Dr West Palm Beach FL 33401 952557091 205000 0 Grants to support program operation Gulfstream Goodwill 1715 East Tiffany Drive West Palm Beach FL 33407 591197040 15000 0 Grants to support program operation Habitat for Humanity 6758 N Military Trail 301 Riviera Beach FL 33407 593525576 18500 0 Grants to support program operation Healthy Mothers Healthy Babie 4601 Lake Worth Road Greenacres FL 33463 592657051 44200 0 Grants to support program operation Home Safe 2840 South Dixie Hwy Lake Worth FL 33461 591935485 110824 0 Grants to support program operation Legal Aid Society 423 Fern West Palm Beach FL 33401 596046994 65350 0 Grants to support program operation Literacy Coalation 3651 Quantum Blvd Boynton Beach FL 33426 650169781 166725 0 Grants to support program operation Lords Place PO Box 3265 West Palm Beach FL 33402 592240502 401200 0 Grants to support program operation Milagro Center 695 Auburn Ave Delray Beach FL 33444 650804625 99880 0 Grants to support program operation NAACO Collier County PO Box 990727 Naples FL 34116 20000 0 Grants to support program operation Opportunity Inc 4171 Westgate Ave West Palm Beach FL 33409 590624429 193000 0 Grants to support program operation Planned Parenthood 2300 North Florida Mango West Palm Beach FL 33409 591391115 187500 0 Grants to support program operation Project Hope PO Box 487 White Sprngs FL 32096 364919046 75000 0 Grants to support program operation Project Lift 1330 SW 34th Street Palm City FL 34990 273949112 96716 0 Grants to support program operation Samaritanls Purse PO Box 3000 Boone NC 28607 100000 0 Grants to support program operation Take Stock in Children 1896 Palm Beach Lakes West Palm Beach FL 33409 593331584 80600 0 Grants to support program operation The Ukraine Volya Foundation 1927 39th Street NW Washington DC 20007 882847896 50000 0 Grants to support program operation Urban Youth Impact 2823 North Australian Ave West Palm Beach FL 33407 911901103 16000 0 Grants to support program operation Vita Nova 2724 N Austrailian Ave West Palm Beach FL 33407 650298299 57000 0 Grants to support program operation Worlds Central Kitchen 200 Massachusetts Ave NW Washington DC 20001 273521132 75000 0 Grants to support program operation YMCA of South Palm Beach 2500 N Military Trail 475 Boca Raton FL 33431 591416281 17200 0 Grants to support program operation YWCA of Palm Beach County 1016 North Dixie Highway West Palm Beach FL 33401 590751935 102200 0 Grants to support program operation 37 11 X false false false false false false false false false Elizabeth Walton President and CEO 168000 16800 8400 193200 X 4 33386 FMV Auction Items 8 85057 FMV Other 52 86458 FMV false true true Part I, Line 32, Hire and Use of Third Parties Any non-cash contributions of marketable securities are required to be delivered to the Organizations Investment advisors for liquidation to cash, pursuant to company policy. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: HURRICANE IAN: Hurricane Ian, the fourth most powerful storm to hit Florida, made landfall on Floridas Gulf Coast on September 28, 2022. The Town of Palm Beach United Way created the Hurricane Ian Recovery Fund to assist with both immediate relief efforts and long-term recovery work, particularly in the hardest-hit areas of Lee County. Grants were distributed to nonprofit agencies providing food, water, medical care, housing supplies, building materials and other emergency assistance. The fund was made possible thanks to 17 matching gifts from numerous donors. The fund raised $1.1 million and distributed grants to 8 organizations assisting with recovery efforts.SCHOOL SUPPLY DRIVE: The 10th Annual Town of Palm Beach United Way School Supply Drive collected 16,500 individual items and raised $29,000. School supplies were donated to Achievement Centers for Children and Families, American Association of Care giving Youth, and Take Stock in Children. Funds were distributed to 15 United Way partner agencies.TOY DRIVE: The 29th Annual Holiday Toy Drive collected hundreds of toys and raised $24,525. Toys were donated to Catholic Charities, Clinics Can Help and Farmworker Coordinating Council. Funds were distributed to 18 United Way partner agencies.FOOD DRIVE: The 10th Annual Empty Your Pantry Food Drive collected hundreds of food items collected valued at $5,315. Food donations were distributed to 5 United Way partner agencies.TURKEY TROT: The 14th Annual 5K Turkey Trot held on Thanksgiving morning provided Thanksgiving meals for 4,984 children and adults at 19 nonprofit agencies throughout Palm Beach County. Form 990, Part VI, Section A, Line 2 Wally Turner and Betsy Turner - Husband and WifeBob Wright and Susan Wright - Husband and Wife Form 990, Part VI, Section B, Line 11b The IRS Form 990 is prepared by the Town of Palm Beach United Way's auditing firm Divine Blalock Martin Sellari, LLC. A draft of Form 990 is reviewed by the CEO and bookkeeper and then is presented to the Audit Committee for review. A final version of Form 990 is presented to the Board or Trustees for review. Once reviewed by the entire board the 990 is filed with the Internal Revenue Service and posted on agencys website. Form 990, Part VI, Section B, Line 12c The Town of Palm Beach United Way annually provides a Conflict of Interest document to all staff, Board of Trustees members and Allocation Committee volunteers. Each are required to sign the statement. The statements are reviewed by the CEO of the Town of Palm Beach United Way and tracked by a staff member. It is the responsibility of the individual to make the Town of Palm Beach United Way aware of any conflicts that arise after they sign the document. If there is a real or perceived conflict of interest an individual may participate in discussion around a given issue but will abstain from any vote pertaining to their conflict. Form 990, Part VI, Section B, Line 15a The Executive Committee of the Town of Palm Beach United Way evaluates the CEO. The CEO evaluates the performance of all employees against goals and sets compensation accordingly. The salaries of all employees are voted on by the Executive Committee and the entire Board. Form 990, Part VI, Section C, Line 19 The Town of Palm Beach United Way makes its governing documents, Conflict of Interest policy, available to the public upon request. The Town of Palm Beach United Way's 990s and audits are available on the website at www.palmbeachunitedway.orgThe Town of Palm. Beach United Way's 990 and audit is also available on third party websites: www.guidestar.org,www.foundationcenter.orgwww.charitynavlgator.org Form 990, Part XI, Line 9 Change in value of beneficial interest in trusts = $55774 Form 990, Part XI, Line 9 Uncollectible pledges receivable = -$1430