2024-05-13T14:57:00+00:00 2023-06-30 440160260 FORVIS LLP 500 Ridgefield Court Asheville NC 28806 990 2022-07-01 590637825 UNITED WAY OF NORTHEAST FLORIDA INC UNIT 9043903200 40 East Adams Street Suite 310 Jacksonville FL 32202 Melanie Patz President and CEO 9043903200 2024-05-13 false Olga Mendoza 999009999 true Amy Bibby P00445891 2024-05-07 2022 2023-04-26 12:10:37Z X Melanie Patz 40 East Adams Street Suite 310 Jacksonville FL 32202 42380248 false X www.unitedwaynefl.org X 1964 FL United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas. 19 19 94 4944 0 0 43875652 41184019 31339 270 -274737 944627 290823 251332 43923077 42380248 37370157 18860859 0 5069221 5889746 0 1469152 4484266 4283695 46923644 29034300 -3000567 13345948 41231391 58770941 6190194 8806702 35041197 49964239 United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas. false false 26652840 18860859 270 United Way provides and funds programs in Northeast Florida, that deliver vital services to the community that create a community of opportunity where everyone has hope and can reach their full potential. This begins with improving economic mobility for all Northeast Florida residents. We do this by investing in programs and initiatives that make it easier for people to break the cycle of poverty and live a better life. CREATING OPPORTUNITY by addressing: Basic Needs, Financial Well Being and Racial Equity. Basic Needs Provide families with access to nutritious food, stable housing and mental health support during times of crisis. Financial Well-Being Help individuals obtain a quality education, steady employment and assets to weather financial challenges; and Racial Equity Eliminate deep disparities and systemic inequities limiting our communities of color. 26652840 true true false false false false false false true true false false false true true true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 40 0 true 94 true false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false FL X X X X The Organization 9043903292 40 East Adams Street Suite 310 Jacksonville FL 32202 KIRK LARSEN Chair, Audit Committee - Treasurer 2.0 X X 0 0 0 SABEEN PERWAIZ Director - Secretary 1.0 X X 0 0 0 AUNDRA WALLACE Director 1.0 X 0 0 0 BRIAN EVANS Director 1.0 X 0 0 0 DARNELL SMITH Director 1.0 X 0 0 0 DELORES BARR WEAVER Director 1.0 X 0 0 0 DIANA SORFLEET Director 1.0 X 0 0 0 DR DIANA GREENE Director 1.0 X 0 0 0 GREG MONTANA Vice Chair, Board of Directors 2.0 X 0 0 0 JAVON KNIGHT Chair, Atlantic Circle 2.0 X 0 0 0 JIM STEPNOSKI Immediate Past Chair 2.0 X 0 0 0 Lisa Palmer Chair of the Board 2.0 X 0 0 0 MATT ZUINO Director 1.0 X 0 0 0 Michael Herman Chair, Governance & Nominating Committee 2.0 X 0 0 0 NED PEVERLEY Chair, Community Investments Council 2.0 X 0 0 0 PATTY KEENAN Director 1.0 X 0 0 0 Phillip Lee Chair, Resource Development Council 2.0 X 0 0 0 RUDY F JAMISON JR EdD Director 1.0 X 0 0 0 SARA LEY Chair, VICE Committee 2.0 X 0 0 0 MELANIE PATZ President & CEO 60.0 X 74417 0 0 ROBIN ABBOT Chief Financial Officer 50.0 X 220703 0 2858 BRIAN DIETZ I.T. Director 48.0 X 140287 0 0 JEFF WINKLER Head of Basic Needs 50.0 X 113176 0 0 JENNIFER MACPHEE MIKOSKY VP of Marketing 50.0 X 105409 0 0 KETO PORTER Full Service School Director 45.0 X 102053 0 0 MAUREEN MERCHO Chief Development Officer 52.0 X 210714 0 23367 MICHELLE BRAUN Former President & CEO 55.0 X 323455 0 17182 1290214 0 43407 7 true true false TBD Solutions Inc 2930 Lucerne Dr LL Grand Rapids MI 495467117 Call Center Mgmt & Consulting 148915 1 130177 7936092 33117750 344888 41184019 Service Fees 900099 270 270 0 0 0 0 270 944627 944627 0 0 0 0 Miscellaneous Income 900099 251332 251332 0 0 0 0 251332 42380248 270 0 1195959 18736605 18736605 124254 124254 363760 64900 233960 64900 4252142 3529801 21517 700824 936145 724072 53055 159018 337699 262988 18691 56020 8274 8274 55100 55100 160202 160202 1226065 1065151 105047 55867 132953 115018 8469 9466 1105407 860852 61181 183374 461410 359330 25538 76542 35975 27020 7150 1805 182386 142035 10095 30256 62192 48433 3442 10317 United Way Worldwide Membership 242529 188873 13423 40233 Bank Charges and Fees 40655 31661 2250 6744 Operating Supplies and Equipment 570547 371847 124914 73786 0 0 0 0 29034300 26652840 912308 1469152 6251259 3053314 3169064 1812670 8291198 7841911 1307179 2279209 0 0 651794 625610 1986451 1693474 610203 292977 20950694 42421695 0 0 0 443555 41231391 58770941 2025148 3440142 0 4165046 5366560 6190194 8806702 32027924 27191797 3013273 22772442 35041197 49964239 41231391 58770941 X 13345948 1599532 -22438 X X false true X true true false X 16808892 21631028 49740276 43875652 41184019 173239867 0 0 16808892 21631028 49740276 43875652 41184019 173239867 11876012 161363855 71339 68525 55927 274737 944627 1415155 0 0 0 0 0 0 0 174655022 436926 0.9239 0.9089 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1782126 19771694 1717909 1021654 22250075 2051505 332 -256581 13130 1782126 1605655 48531 450921 53602 2051505 1619733 59629 73707 1605655 1551387 5000 73302 9956 1619733 0.027 0.973 true false 1986451 1693474 292977 292977 Designations Payable 3985113 Refundable Advances 715512 Operating Lease Liabilities 601111 Finance Lease Liabilities 64824 5366560 X 41386193 1599532 0 1599532 39786661 160202 2433385 2593587 42380248 26440713 0 0 26440713 160202 2433385 2593587 29034300 Schedule D, Part V, Line 4 Intended uses of endowment funds As part of its Planned Giving Program, United Way established and will grow endowment funds to provide income for sustaining operations against fluctuations in the annual campaign revenue; to enhance annual campaign revenue from income generated by the endowed gifts; and to provide program funding flexibility not possible through annual campaign revenue including emergency funding, venture grants, administrative costs, challenge grants and infrastructure need. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote United Way is exempt from federal and state income taxes under Internal Revenue Code Section 501(c)(3). Accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. United Way has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2023. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Donor Designations - 2433385 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 2433385 true ABILITY HOUSING OF NORTHEAST FLORIDA 593087085 501 (c) (3) 75000 Permanent Supportive and Affordable Housing BAKER COUNTY COUNCIL ON AGING 591596339 501 (c) (3) 37500 Home Delivered Meals Program BARNABAS CENTER INC 592920275 501 (c) (3) 67500 Crisis Assistance BEAM 592564222 501 (c) (3) 37500 Single Parent Project/Beyond School Walls BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA 590683256 501 (c) (3) 157000 OneToOne Mentoring Nassau BOYS & GIRLS CLUB OF NORTHEAST FLORIDA 596167630 501 (c) (3) 487500 Traditional Clubs CATHEDRAL ARTS PROJECT INC 593672453 501 (c) (3) 15000 Children art education CHILD GUIDANCE CENTER INC 590704727 501 (c) (3) 1395109 DCPS Grant - Mental Health Svcs CITY YEAR INC (JACKSONVILLE) 222882549 501 (c) (3) 112500 Whole School Whole Child CLARA WHITE MISSION 596002104 501 (c) (3) 67500 Daily Feeding Program COMMUNITIES IN SCHOOLS OF JACKSONVILLE 593027895 501 (c) (3) 96500 Positive Youth Development COMMUNITY HOSPICE OF NORTHEAST FLORIDA 593583920 501 (c) (3) 7500 Music Therapy & Enrichment CONNECTING THRU MUSIC INC 831825932 501 (c) (3) 17700 Music Therapy & Enrichment DANIEL MEMORIAL INC 593067752 501 (c) (3) 1766766 Project Prepare/Mental Health Services DOWNTOWN ECUMENICAL SERVICES COUNCIL 592437003 501 (c) (3) 131250 Rent and Electric Assistance DUVAL COUNTY PUBLIC SCHOOLS 596000589 501 (c) (3) 98132 Full Service Schools EARLY LEARNING COALITION OF DUVAL COUNTY 593688924 501 (c) (3) 985178 Success by 6 EPISCOPAL CHILDREN'S SERVICES 591146765 501 (c) (3) 260000 Success by 6 FAMILY FOUNDATIONS 590768265 501 (c) (3) 838353 Mental Health Svcs FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 593759863 501 (c) (3) 150000 Parent Needs Assistance FITNESS AND CHARACTER EDUCATION INC 272132221 501 (c) (3) 6700 Full Service Schools Generation USA 843357705 501 (c) (3) 206250 Workforce Development GIRL SCOUTS OF GATEWAY COUNCIL 590637857 501 (c) (3) 40000 Summer Camps GIRLS INCORPORATED OF JACKSONVILLE 591317196 501 (c) (3) 63750 Strong Smart Bold GROUNDWORK JACKSONVILLE INC 472342111 501 (c) (3) 300000 Susteined regeneration of phisical enviroment HUBBARD HOUSE INC 591814635 501 (c) (3) 37500 Emergency Services/Children's Program JACKSONVILLE AREA LEGAL AID 590696291 501 (c) (3) 75000 Legal Assistance Program JACKSONVILLE PUBLIC EDUCATION FUND 592756660 501 (c) (3) 64882 Parent Engagement JASMYN 593284175 501 (c) (3) 75000 Youth Homelessness JEWISH COMMUNITY ALLIANCE 592620208 501 (c) (3) 144641 Balance Prevention/Senior Engagement JEWISH FAMILY & COMMUNITY SERVICES 590637868 501 (c) (3) 2574098 Achievers for Life LEARN TO READ-LITERACY ALLIANCE OF NEFL 237153919 501 (c) (3) 66750 Education Assessment and LDS LIFT JAX INC 850819002 501 (c) (3) 500000 Ride United LISC LOCAL INITIATIVE SUPPORT 133030229 501 (c) (3) 125000 Economic development engine for underserved neighborhoods LUTHERAN SOCIAL SRVCS OF NORTHEAST FLORIDA 591965600 501 (c) (3) 56250 Nourishment Network MALIVAI WASHINGTON YOUTH FOUNDATION 593559150 501 (c) (3) 90000 TnT Program NASSAU COUNTY COUNCIL ON AGING 237375273 501 (c) (3) 56250 Geriatric Case Manager Program NEW HEIGHTS OF NORTHEAST FLORIDA 590718304 501 (c) (3) 90000 Adult & Children Therapy Services NORTHEAST FLORIDA AREA AGENCY ON AGING 591569867 501 (c) (3) 185000 Senior Meds Northeast Region Childrens Home Society 590192430 501 (c) (3) 1294255 Full Service Schools NORTHSIDE COMMUNITY INVOLVEMENT 593390714 501 (c) (3) 39500 Full Service Schools ONE MORE CHILD 453175893 501 (c) (3) 5850 Full Service Schools OPERATION NEW HOPE 593590360 501 (c) (3) 262500 Ready4Work PACE CENTER FOR GIRLS 592414492 501 (c) (3) 75000 Health Clinic Read USA Inc 474729513 501 (c) (3) 187500 Illiteracy in grade-level readers Regional Food Bank of Northeast Florida Inc 465014769 501 (c) (3) 262500 Feeding NE FL SALVATION ARMY OF NORTHEAST FLORIDA 580660607 501 (c) (3) 50000 Red Shield Lodge & Family Services (Clay, Duval & Nassau) Sanctuary of Northeast Florida Inc 593108041 501 (c) (3) 37500 Afterschool and Summer Program SEAMARK RANCH 621858150 501 (c) (3) 30000 Family home model SULZBACHER CENTER 593229898 501 (c) (3) 218000 Homeless Health Care & Shelter Services THE CARPENTER'S SHOP CENTER INC 202828807 501 (c) (3) 36000 Afterschool and Summer Program THE SOYINI CIRCLES GIRLS CORP 811692772 501 (c) (3) 10800 Full Service Schools US AND OUR CHILDREN INC 061690984 501 (c) (3) 18600 Full Service Schools VISION IS PRICELESS COUNCIL INC 593386495 501 (c) (3) 18750 Vision Care Services VOLUNTEERS IN MEDICINE CLINIC 753002172 501 (c) (3) 18500 Primary and specialty care Year Up Inc 043534407 501 (c) (3) 56250 Workforce Development YMCA-FLORIDA'S FIRST COAST 590638514 501 (c) (3) 50000 YMCA Urban Teen & Health Programs 57 0 RENT ASSISTANCE 66 114683 STUFF THE BUS 0 9571 Schedule I, Part III, Column (b) Estimated Number Of Recipients STUFF THE BUS : The Organization does not track the number of community members participating in the Stuff the Bus program Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Because funding is reported by purpose, agencies may be listed more than once. However, the dollars are not duplicated. A volunteer committee of accounting professionals reviews the financial statements of the agencies requesting funding to ensure proper use of United Way funds. Funding is granted based on the criticality of the need being addressed by the program, the program's impact on addressing the need, the participants' results in the program, the utilization of the program's capacity and the importance of United Way funding to the success of the program. Funding is granted through targeted Notice of Funding Opportunities (NOFO) with formal review processes occurring annually. Bi-Annual reports of performance measures and utilization of capacity are reviewed by staff and volunteers. In addition, United Way of Northeast Florida is an open donor choice organization and distributes donor designations as requested. X true true X X X X true false false false false false false false false ROBIN ABBOT Chief Financial Officer 220703 0 0 0 0 0 1142 0 1716 0 223561 0 0 0 MAUREEN MERCHO Chief Development Officer 185714 0 0 0 25000 0 9029 0 14338 0 234081 0 0 0 MICHELLE BRAUN Former President & CEO 323455 0 0 0 0 0 9381 0 7801 0 340637 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use Maureen Mercho received a housing allowance as part of her compensation. This amount was included in taxable income. Schedule J, Part I, Line 4a Severance or change-of-control payment During the 2022 calendar year, the former CEO received a severance payment equaling 9 months' salary. X 4 344888 Market value Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The organization is reporting the number of contributors. Form 990, Part VI, Line 11b Review of form 990 by governing body The Audit Committee meets with the independent auditors. They discuss the audit process; review and accept the audit; and meet in executive session with the audit team. At the Audit Committee meeting, the IRS Form 990 is reviewed. The form 990 is distributed to the board of directors for their approval prior to filling. Form 990, Part VI, Line 12c Conflict of interest policy Annually all Directors, Audit Committee Members and Staff Members review the conflict of interest policy included in the Code of Ethics and certify they recognize and understand their obligations and disclose any conflicts. Should situations arise during the course of the year, the individual immediately discloses the new situation. Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation is reviewed and approved with the budget. The most recent national United Way compensation study and local market data are part of the analysis process. In addition organizational growth, strategic direction and individual responsibilities and performance are considered when the President determines annual compensation for each Leadership Team member. The President's compensation is evaluated and set annually by the Board of Directors. Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation is reviewed and approved with the budget. The most recent national United Way compensation study and local market data are part of the analysis process. In addition organizational growth, strategic direction and individual responsibilities and performance are considered when the President determines annual compensation for each Leadership Team member. The President's compensation is evaluated and set annually by the Board of Directors. Form 990, Part VI, Line 18 How forms are made available to the public United Way provides governing documents and its conflict of interest policy upon request. Audited financial statements are available on request. Both prior year and current year audits are posted electronically on United Way's website www.unitedwaynefl.org/about-us/financial-information/ Form 990, Part VI, Line 19 Required documents available to the public United Way provides governing documents and its conflict of interest policy upon request. Audited financial statements are available on request. Both prioe year and current year audits are posted electronically on United Way's website www.unitedwaynefl.org/about-us/financial-information/ Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Pension Benefit - -22438; Form 990, Part XII, Line 3b Reason organization did not undergo required audit United Way understood its status to be a Contractor rather than a Sub-recipient for Federal mental health funding to operate 988. During an audit of 988, it was confirmed that United Way is considered to be a Sub-recipient. and is contracting with an auditing firm to complete a Single Audit.