2024-05-15T13:24:51-05:00 2023-06-30 883726494 POWELL AND JONES CPA 1359 SW MAIN BLVD LAKE CITY FL 320256685 990 2022-07-01 590946642 UNITED WAY OF MARION COUNTYINC UNIT 3527329696 1401 NE 2ND STREET OCALA FL 34470 SCOTT A QUINTEL KEY EMPLOYEE 3527324260 2024-05-15 1 SCOTT QUINTEL 999009999 1 Caleb A Perla P02190220 3867554200 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT A QUINTEL 1401 NE 2ND STREET OCALA FL 34470 1488847 0 X https://www.uwmc.org/ X 1961 FL To advance the common good through community impact initiatives and agency support. 24 24 0 0 302220 0 15862955 1181145 0 0 310029 302220 76125 5482 16249109 1488847 14400353 542572 0 0 718342 849827 0 0 253440 1795193 940319 16913888 2332718 -664779 -843871 4846839 3927558 95103 19693 4751736 3907865 X None 0 0 1349923 542572 UNITED WAY OF MARION COUNTY FOCUSES ON THE AREAS OF EDUCATION, INCOME ANDHEALTH. IN 2019-2020, INVESTMENTS WERE MADE TO FUND 27 PROGRAMS AT 21DIFFERENT AGENCIES. OUR PARTNERSHIP CONTINUES WITH THE HEART OF FLORIDAUNITED WAY IN PROVIDING OUR COMMUNITY THE 24-HOUR INFORMATION AND REFERRALSERVICE: 2-1-1. LAST YEAR, THIS PROGRAM RECEIVED MORE THAN 25,000 CALLSFOR ASSISTANCE. WE ALSO CONTINUES TO PARTNER WITH THE EARLY LEARNINGCOALITION IN OUR SUCCESS BY 6 PROGRAM FOCUSED ON EDUCATING PARENTS THATTHEY ARE THEIR CHILD'S FIRST TEACHER. WE COMPLETED EIGHT YEARS OF OUREARLY LITERACY PROGRAM, READINGPALS, THAT ACTIVELY RECRUITED AND ENGAGED227 COLUNTEERS TO HELP KINDERGARTEN STUDENTS WITH READING SKILLS WITHIN THE SCHOOL SYSTEM'S ACADEMY PROGRAM.FINANCIAL STABILITY EFFORTS CONTINUE THROUGH OUR OFFERING OF FREE INCOMETAX PREPARATION BY CERTIFIED IRS VOLUNTEERS. THIS PAST YEAR INCLUDED FIVEPERMANENT SITES, WHERE 1,944 TAX RETURNS WERE PROCESSED FREE OF CHARGE TOMARION COUNTY RESIDENTS. 423025 UNITED WAY OF MARION COUNTY IS AN ACTIVE COMMUNITY LEADER WHO COLLABORATESWITH LOCAL NON-PROFIT ORGANIZATIONS, LOCAL GOVERNMENT, CORPORATIONS,FOUNDATIONS, AND PHILANTHROPISTS ADDRESSING PRESSING NEEDS IN OURCOMMUNITY. THESE COSTS ASSOCIATED WITH THIS FUNCTION INCLUDE COMMUNITYPLANNING, COLLABORATIONS SUPPORTING EDUCATION, FINANCIAL STABILITY, HEALTH,PROGRAM ADMINISTRATION, FINANCE, ADMINISTRATION, AND MARKETING. EXPENSESRELATED TO THIS FUNCTION ARE NOT DIRECTLY ASSOCIATED WITH FUNDRAISING. 5482 5482 1772948 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X STEVEN LEE 3527329696 1401 NE 2ND STREET OCALA FL 34470 X Dr James Henningsen Chair 2.00 X 0 0 0 Jared Jack Konstanty Annual Giving Chair 2.00 X 0 0 0 Peggy Bourne Secretary 2.00 X 0 0 0 Rusty Branson Treasurer 2.00 X 0 0 0 Kevin Sheilley VC Strategic Planning 2.00 X 0 0 0 Linda Allcott VC Administration 2.00 X 0 0 0 Greg Harrell Chair of the Board Elect 2.00 X 0 0 0 Linda Allcott Board Memeber 2.00 X 0 0 0 Margarete Talbert-Irving Board Memeber 2.00 X 0 0 0 Kristy Rowland Board Memeber 2.00 X 0 0 0 Shane Alexander Board Memeber 2.00 X 0 0 0 Kevin Sheilley Board Memeber 2.00 X 0 0 0 Chris Altobello Board Memeber 2.00 X 0 0 0 Mark Lander Board Memeber 2.00 X 0 0 0 Michelle Stone Board Memeber 2.00 X 0 0 0 Peggy Bourne Board Memeber 2.00 X 0 0 0 Rich Larkin Board Memeber 2.00 X 0 0 0 Chuck Trout Board Memeber 2.00 X 0 0 0 Rusty Branson Board Memeber 2.00 X 0 0 0 Charles McIntosh Board Memeber 2.00 X 0 0 0 Mark Vianello Board Memeber 2.00 X 0 0 0 Gregory C Harrell Board Memeber 2.00 X 0 0 0 Lisa Patton Board Memeber 2.00 X 0 0 0 David Willis MD Board Memeber 2.00 X 0 0 0 Dr James Henningsen Board Memeber 2.00 X 0 0 0 Lina Piedrahita Board Memeber 2.00 X 0 0 0 Adam Woods Board Memeber 2.00 X 0 0 0 ROBERT HAIGHT PRESIDENT & CEO 45.00 X 0 0 0 0 0 0 0 0 0 0 0 594107 587038 1181145 302220 302220 community service reve 900099 5482 5482 5482 1488847 5482 302220 0 X 542572 542572 697781 523289 174492 11373 8509 1697 1167 85925 59923 13011 12991 54748 40176 321 14251 90580 90580 14503 5823 702 7978 47577 32100 860 14617 33453 27162 5231 1060 18329 18329 allocations 230043 230043 Direct Services 94675 74771 19904 0 campaign 2021-2022 87456 87456 unrealized gain/loss 73857 73857 249846 210251 12711 26884 2332718 1772948 306330 253440 200 300 461241 217718 814483 74514 36479 17202 678010 421849 269712 256161 3073469 3246359 191255 115304 4846839 3927558 19693 52145 42958 95103 19693 X 4751736 3907865 4751736 3907865 4846839 3927558 -843871 0 X 0 0 0 X 1929576 1593535 5597418 15862955 1176739 26160223 1929576 1593535 5597418 15862955 1176739 26160223 26160223 101496 102948 54898 75686 302220 637248 26797471 0.97620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3073469 172890 3246359 3630585 936665 379549 3073469 3125614 519860 13293 3630585 3223815 7406 45713 132936 18384 3125614 3123876 5287 290725 172252 23821 3223815 0 0 68000 68000 477861 421849 56012 132149 132149 256161 0 ARNETTE HOUSE 592119445 81094 0 family counseling Blessed Trinity Catholic Church 3016293 3016293 596046933 30163 0 invest ocala Boys & Girls Club 591172127 45681 0 general support Creative Services 591876422 16322 0 shelter Early Learning Coalition 593627759 47841 0 success by 6 Episcopal Children's Services 591146765 41368 0 head start program Florida Center for the Blind 592953392 15610 0 vision screening Heart of Florida Health Center 590808854 34170 0 dental and salary support Kimberly's Center for Child Protection 593575631 64958 0 general support Marion County Literacy Council 600000676 44664 0 general support Marion Senior Services 237362750 86234 0 general support Shepherd's Lighthouse 481288332 25357 0 shelter The Pearl Project 824494844 9000 0 invest ocala PART 1, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS STAFF AND VOLUNTEERS MEET FREQUENTLY AND REVIEW QUARTERLY AND ANNUAL FINANCIAL STATEMENTS. ANY FAILURE TO REPORT OR QUESTIONABLE REPORTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE BOARD WHICH BOTH MEET ON A BI-MONTHLY BASIS Form 990, Part VI, Section B, line 11b FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. APPROVAL IS ALSO OBTAINED AT THE EXECUTIVE AND REGULAR BOARD MEETINGS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING REGULAR BUSINESS HOURS. THE FINANCIAL AUDIT AND TAX RETURN ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATIONS WEBSITE. Form 990, Part IX, line 24e professional fees: Program service expenses 52,678. Management and general expenses 3,961. Fundraising expenses 3,743. Total expenses 60,382. equipment maint: Program service expenses 36,044. Management and general expenses 5. Fundraising expenses 16,172. Total expenses 52,221. office supplies: Program service expenses 25,512. Management and general expenses 3,706. Fundraising expenses 3,492. Total expenses 32,710. auditor fees: Program service expenses 30,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,000. corna relief: Program service expenses 29,069. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,069. telephone: Program service expenses 22,161. Management and general expenses 120. Fundraising expenses 0. Total expenses 22,281. educational training: Program service expenses 8,050. Management and general expenses 986. Fundraising expenses 600. Total expenses 9,636. Communications: Program service expenses 5,067. Management and general expenses 455. Fundraising expenses 2,433. Total expenses 7,955. misc: Program service expenses 0. Management and general expenses 3,188. Fundraising expenses 0. Total expenses 3,188. postage: Program service expenses 1,670. Management and general expenses 290. Fundraising expenses 444. Total expenses 2,404.