2024-11-08T15:15:32-06:00 2024-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2023-07-01 590637885 Town of Palm Beach United Way Inc TOWN 5616551919 44 Cocoanut Row M-201 Palm Beach FL 33480 Elizabeth Walton President & CEO 5616551919 2024-11-07 1 0 Scott Y Haynes P01366363 5616896000 2023 2024-10-15 13:58:12Z Elizabeth Walton 44 Cocoanut Row M-201 Palm Beach FL 33480 15088946 0 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. 78 78 5 476 0 0 7510659 6564051 0 0 164475 175368 0 0 7675134 6739419 5301521 4684788 0 0 512223 544112 0 0 397532 1108881 644817 6922625 5873717 752509 865702 18517140 20936783 3943600 4254133 14573540 16682650 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. 0 0 1683508 1538068 BUILD HEALTHIER COMMUNITIES FOR ALL: Investments in health benefit the entire community because residents who have access to quality healthcare 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 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 for co-pays or 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 providing services to 10,405 patients. 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. $320,000 was invested into 10 programs providing services to 14,900 children and adults. 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, interventions 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 providing services to 534 children and adults. Older Adults and Caregiver Support: The new generation of 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 providing services to 4,505 seniors and caregivers. Disabilities and Special Needs: After age 21, young adults with disabilities "age out" of the services and programs that help them maintain independent living, financial security and a stable environment. $284,000 was invested into 4 programs providing services to 1,798 children and adults. 1360976 1243400 HELPING ADULTS ACHIEVE FINANCIAL STABILITY AND STRENGHTHEN 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 of Palm Beach United Way invested $1,243,400 into 20 programs at 13 agencies in Palm Beach County.Access to Jobs and Skills: 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 living expenses. $175,000 was invested into 3 programs providing services to 825 individuals. Food Pantries: Food insecurity is the limited or uncertain availability of nutritionally adequate food for an active, healthy lifestyle. In Palm Beach County nearly 200,000 people are food insecure, including more than 50,000 children. Hunger can have a negative impact on child development, educational achievement and mental and physical health. $174,000 was invested into 5 programs providing services to 63,478 individuals. 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. Community based support helps connect individuals and families to community resources and services. $572,400 was invested in 8 programs providing services to 58,032 individuals. 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 into 4 programs providing services to 11,538 children and adults. 1262247 1153200 IMPROVING CHILDREN'S EDUCATION: Investments in education prepare the next generation to lead our families, businesses and communities. Children who have access to high-quality education from cradle to career position themselves for work that pays a sustaining wage. The Town of Palm Beach United Way invested $1,153,200 into 23 programs at 16 agencies in Palm Beach County. Early Childhood Education: Children are more successful in school and throughout their lives when they have had the benefit of high-quality learning experiences in their early years. Early childhood education programs can put children on the path toward positive development and prevent poor outcomes in adulthood. $485,600 was invested into 6 programs providing services to 1,025 children. Elementary Afterschool and Out of School: Youth are more successful when they are provided with afterschool and out of school programming that bolsters their school day activities and helps keep them on track. $367,000 was invested into 5 programs providing services to 4,382 children. Middle School: Providing academic, social and behavioral support to middle school students prepares them to transition to high school to put them on a path toward success. $144,000 was invested into 4 programs providing services to 1,356 youth. High School and After: A high school credential is a minimum requirement for higher education, post-secondary certification programs and most career opportunities. Individuals with high school credentials are more likely to participate in the workforce, earn higher wages, and access safer housing, healthier food and better medical care than their counterparts who lack high school credentials. $45,600 was invested in 2 programs providing services to 1,279 students. Middle and High Afterschool and Out of School: Youth are more successful when they are provided afterschool and out of school programming that bolsters school day activities, helps keep kids on track, ensures students can access post-secondary options, graduate college workforce ready, and persist in obtaining a degree or credential that will put them on the path to success. $111,000 was invested in 6 programs providing services to 765 students. 1022907 750120 Other programs 1022907 750120 5329638 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 5 1 0 0 0 0 0 0 0 0 0 0 X 78 78 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X Elizabeth Walton 5616551919 44 Cocoanut Row Palm Beach FL 33480 X Mary Freitas Trustee 1.00 X 0 0 0 Mark Cook Vice Chairman 1.00 X X 0 0 0 Christine Curtis Vice Chairwoman 1.00 X X 0 0 0 Trip Moore Vice Chairman 1.00 X X 0 0 0 Danielle Moore Vice Chairwoman 1.00 X X 0 0 0 Jeffrey Marcus Vice Chairman 1.00 X X 0 0 0 William Tiefel Chairman 1.00 X X 0 0 0 Debra Vasilopoulos Secretary 1.00 X X 0 0 0 Missy Agnello Treasurer 1.00 X X 0 0 0 Jorge Cabrera Asst. Treasurer 1.00 X X 0 0 0 Suzanne Ainslie Trustee 1.00 X 0 0 0 Skip Aldridge Trustee 1.00 X 0 0 0 Sean Baker Trustee 1.00 X 0 0 0 Howard Bernick Trustee 1.00 X 0 0 0 Ann-Britt Angle Trustee 1.00 X 0 0 0 Cynthia Boardman Trustee 1.00 X 0 0 0 Nancy Brinker Trustee 1.00 X 0 0 0 Sandra Bornstein Trustee 1.00 X 0 0 0 James Borynack Trustee 1.00 X 0 0 0 David Duffy Trustee 1.00 X 0 0 0 Ginny Edlavitch Trustee 1.00 X 0 0 0 Nancy Lane Trustee 1.00 X 0 0 0 Atesh Chandra Trustee 1.00 X 0 0 0 Carla Cove Trustee 1.00 X 0 0 0 Stephen Fiverson Trustee 1.00 X 0 0 0 David Frisbie Trustee 1.00 X 0 0 0 Kimberly Goodwin Trustee 1.00 X 0 0 0 Arthur Indursky Trustee 1.00 X 0 0 0 Kristen Lambert Trustee 1.00 X 0 0 0 Diane McNeal Trustee 1.00 X 0 0 0 George Garfunkel Trustee 1.00 X 0 0 0 Susan Wright Trustee 1.00 X 0 0 0 Lee Gordon Trustee 1.00 X 0 0 0 Stephen Hall Trustee 1.00 X 0 0 0 Ann Heathwood Trustee 1.00 X 0 0 0 Vicky Hunt Trustee 1.00 X 0 0 0 Brian Hurley Trustee 1.00 X 0 0 0 Evie McNiff Trustee 1.00 X X 0 0 0 David Mack Trustee 1.00 X 0 0 0 Cara Coniglio McClure Trustee 1.00 X 0 0 0 Pamela McIver Trustee 1.00 X 0 0 0 Hess Musallet Trustee 1.00 X 0 0 0 Heidi Niblack Trustee 1.00 X 0 0 0 Rita Nowak Trustee 1.00 X 0 0 0 Daniel Ponton Trustee 1.00 X 0 0 0 Stephanie Ribakoff Trustee 1.00 X 0 0 0 Lyn Ross Trustee 1.00 X 0 0 0 Richard Rothschild Trustee 1.00 X 0 0 0 Laurie Silvers Trustee 1.00 X 0 0 0 Jessica Surovek Trustee 1.00 X 0 0 0 Ross Meltzer Trustee 1.00 X 0 0 0 Betsy Turner Trustee 1.00 X 0 0 0 Kathryn Vecellio Trustee 1.00 X 0 0 0 Simone Vickar Trustee 1.00 X 0 0 0 Lisa Wilkinson Trustee 1.00 X 0 0 0 Katherine Parr Trustee 1.00 X 0 0 0 Wendy Cox Trustee 1.00 X 0 0 0 Gail Engelberg Trustee 1.00 X 0 0 0 Kristin Kelly Fisher Trustee 1.00 X 0 0 0 Ellen Jaffe Trustee 1.00 X 0 0 0 Jason Kalisman Trustee 1.00 X 0 0 0 Paulette Koch Trustee 1.00 X 0 0 0 Roberta Kozloff Trustee 1.00 X 0 0 0 William Mack Trustee 1.00 X 0 0 0 William Meyer Trustee 1.00 X 0 0 0 Michael Pucillo Trustee 1.00 X 0 0 0 Farley Rentschler Trustee 1.00 X 0 0 0 Laing Rogers Trustee 1.00 X 0 0 0 John Scarpa Trustee 1.00 X 0 0 0 Robbi Toll Trustee 1.00 X 0 0 0 Beth Wilf Trustee 1.00 X 0 0 0 Mark Zeidman Trustee 1.00 X 0 0 0 Josephine Kalisman Trustee 1.00 X 0 0 0 Louise Snyder Trustee 1.00 X 0 0 0 Felicia Taylor Trustee 1.00 X 0 0 0 Barbara Rothschild Trustee 1.00 X 0 0 0 Wally Turner Trustee 1.00 X 0 0 0 Paul Kozloff Trustee 1.00 X 0 0 0 Elizabeth Walton President and CEO 50.00 X 173050 0 46741 173050 0 46741 1 0 1 0 0 6564051 6564051 487903 487903 8036992 8349527 -312535 -312535 -312535 6739419 0 0 175368 4684788 4684788 226126 113063 22610 90453 221000 110500 22102 88398 33151 16575 3316 13260 34065 17033 3407 13625 29770 14885 2977 11908 23995 11998 2400 9597 25000 25000 20220 10110 2023 8087 85934 42967 8593 34374 19441 9721 1944 7776 3500 1750 350 1400 70469 52852 7047 10570 8476 3899 1441 3136 7834 3917 783 3134 Sponsored meetings and 243578 171525 14411 57642 Repairs and maintenance 30619 15310 3062 12247 Processing and bank fee 27339 13670 2734 10935 Printing and Postage 17507 8754 1751 7002 60905 26321 20596 13988 5873717 5329638 146547 397532 X 500 500 4183289 4867363 197209 168003 17637 6303 465160 461301 9795 3859 2501170 2617204 9349695 10576870 2257845 2696681 18517140 20936783 8932 13330 3934668 3906000 0 334803 3943600 4254133 X 7956354 9695682 6617186 6986968 14573540 16682650 18517140 20936783 X 865702 1156985 -128296 214719 X X 0 1 X 1 0 X 6476090 5462980 8112321 7848159 6644518 34544068 6476090 5462980 8112321 7848159 6644518 34544068 34544068 84522 136906 365626 384136 533253 1504443 36048511 0.95830 0.95490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10476898 108362 -514723 25000 10045537 10313813 675603 512518 10476898 11545071 250000 -1481258 10313813 9320297 253700 1971074 11545071 8858131 756737 -294571 9320297 0.59030 0.40970 0 0 303028 301209 1819 162132 160092 2040 3859 Iberia CD 531333 C Investment - Endowment 10045537 F 10576870 Beneficial Interest in Trusts 2696681 2696681 Agency payable - Impact 100 334803 334803 X 8018842 1156985 43235 339003 1539223 6479619 25000 234800 259800 6739419 5781436 43235 124284 167519 5613917 25000 234800 259800 5873717 Part X, Line 2: Part X FASB ASC 740 Footnote The Organization is exempt from federal & state income taxes as a voluntary health & welfare organization under Internal Revenue Section 501(c)(3). Income fom 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, 2024 and 2023. The Organization is no longer subject to income tax examination for the fiscal years prior to 2019. Part XI, Line 2d - Other Adjustments: Change in value of beneficial interest 214,719. Donated materials and give away items 124,284. Part XI, Line 4b - Other Adjustments: Designation to other agencies 234,800. Part XII, Line 2d - Other Adjustments: Donated materials and give away items 124,284. Part XII, Line 4b - Other Adjustments: Designation to other agencies 234,800. 0 211 Palm Beach PO Box 3588 Lantana FL 33465 237153017 155500 0 Cash Grants to support program operations Achievement Centers 555 NW 4th Street Delray Beach FL 33444 591264435 150642 0 Cash Grants to support program operations Adopt-a-Family 1712 Second Avenue North Lake Worth FL 33460 592471253 221862 0 Cash Grants to support program operations Aid to Victims of Domestic Abuse PO Box 6167 Delray Beach FL 33482 592486620 181862 0 Cash Grants to support program operations Alpert Jewish Family Service PO Box 220627 West Palm Beach FL 33422 591520581 78455 0 Cash Grants to support program operations Alzheimer's Community Care 800 Northpoint Parkway West Palm Beach FL 33407 311481653 87000 0 Cash Grants to support program operations American Assoc of Caregiving Youth 6401 Congress Avenue Boca Raton FL 33487 650866677 31112 0 Cash Grants to support program operations The ARC of the Glades 4250 NW 16th Street Belle Glade FL 33430 591760374 40375 0 Cash Grants to support program operations Boca Helping Hands 1500 NW 1st Ct Boca Raton FL 33432 311713631 51455 0 Cash Grants to support program operations Boys and Girls Club of PBC 800 Northpoint Parkway West Palm Beach FL 33407 237060561 212000 0 Cash Grants to support program operations CROS Ministries 301 S First Street Lake Worth FL 33460 591802917 51455 0 Cash Grants to support program operations Caridad Center 8545 W Boynton Beach Boynton Beach FL 33472 650149453 246000 0 Cash Grants to support program operations Catholic Charities PO Box 109650 Palm Beach Gardens FL 33410 650932032 37612 0 Cash Grants to support program operations Center for Child Counseling 8995 N Military Trail Suite 300 Palm Beach Gardens FL 33410 650932032 71000 0 Cash Grants to support program operations The Center for Family Services 4101 Parker Avenue West Palm Beach FL 33405 591084179 46112 0 Cash Grants to support program operations Clinics Can Help 2560 Westgate Avenue West Palm Beach FL 33409 202778895 60000 0 Cash Grants to support program operations Drug Abuse Foundation 400 South Swinton Avenue Delray Beach FL 33444 237074625 159798 0 Cash Grants to support program operations El Sol 106 Military Trail Jupiter FL 33458 010870672 56455 0 Cash Grants to support program operations Fraternal Order of Firefighters Inc 2801 Tuxedo Avenue West Palm Beach FL 33405 596195444 6000 0 Cash Grants to support program operations Families First of PBC 3333 Forest Hill West Palm Beach FL 33406 650166352 125677 0 Cash Grants to support program operations Farmworker Coordinating Council 1123 Crestwood Boulevard Lake Worth FL 33460 591830267 80642 0 Cash Grants to support program operations The Glades Initiative 141 SE Avenue C Belle Glade FL 33430 010733180 245567 0 Cash Grants to support program operations Global Empowerment Mission 1309 North Flagler Drive West Palm Beach FL 33401 952557091 10000 0 Cash Grants to support program operation Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 10000 0 Cash Grants to support program operations Lake Worth Middle School 1300 Barnett Drive Lake Worth Beach FL 33461 030439098 8000 0 Cash Grants to support program operations Healthy Mothers Healthy Babies 4601 Lake Worth Road Greenacres FL 33463 592657051 41112 0 Cash Grants to support program operations Home Safe 2840 South Dixie Hwy Lake Worth FL 33461 591935485 101736 0 Cash Grants to support program operations Legal Aid Society 423 Fern West Palm Beach FL 33401 596046994 73350 0 Cash Grants to support program operations Literacy Coalition of Palm Beach County 3651 3651 Quantum Blvd Boynton Beach FL 33426 650169781 182112 0 Cash Grants to support program operations The Lord's Place PO Box 3265 West Palm Beach FL 33402 592240502 453612 0 Cash Grants to support program operations Milagro Center 695 Auburn Ave Delray Beach FL 33444 650804625 145562 0 Cash grants to support program operations Palm Beach County Food Bank 525 Gator Avenue Lantana FL 33462 900788707 50000 0 Cash Grants to support program operations Opportunity Inc 4171 Westgate Ave West Palm Beach FL 33409 590624429 191112 0 Cash Grants to support program operations Planned Parenthood 2300 North Florida Mango West Palm Beach FL 33409 591391115 187500 0 Cash Grants to support program operations Project Lift Inc 1330 SW 34th Street Palm City FL 34990 273949112 96112 0 Cash Grants to support program operations Take Stock in Children 1896 Palm Beach Lakes West Palm Beach FL 33409 593331584 88602 0 Cash Grants to support program operations Urban Youth Impact PO Box 222592 West Palm Beach FL 33407 911901103 19500 0 Cash Grants to support program operations Vita Nova 2724 N Australian Ave West Palm Beach FL 33407 650298299 58112 0 Cash Grants to support program operations World's Central Kitchen Inc 200 Massachusetts Ave NW Washington DC 20001 273521132 10000 0 Cash Grants to support program operations YMCA of Palm Beach County 2200 N Florida Mango Road West Palm Beach FL 33409 590751935 117142 0 Cash Grants to support program operations YMCA of South Palm Beach 6631 S Palmetto Circle Boca Raton FL 33431 591416281 20000 0 Cash Grants to support program operations Drug Abuse Treatment Association 1016 Clemons Street Suite 300 Jupiter FL 33477 591363887 203000 0 Cash Grants to support program operations X 0 0 0 0 0 0 0 0 0 Elizabeth Walton President and CEO 173050 0 0 0 0 0 25958 0 20783 0 219791 0 0 0 X 12 312845 FMV - Public Exchange 0 1 1 Part I, Line 32b: Any non-cash contributions of marketable securities are required to be delivered to the Organization's investment advisors for liquidation to cash, pursuant to company policy. Form 990, Part VI, Section A, line 2 Jason Kalisman and Josephine Kalisman - Husband and Wife Paul Kozloff and Roberta Kozloff - Husband and Wife Richard Rothchild and Barbara Rothchild - Husband and Wife Wally Turner and Betsy Turner - 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, Holyfield & Thomas, 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 of Trustees for review. Once reviewed by the entire board the 990 is filed with the Internal Revenue Service and posted on the agency's 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 15 The Executive Committee of the 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 and Conflict of Interest policy available to the public upon request. The Town of Palm Beach United Way's Forms 990 and audited financial statements are available on the website at www.palmbeachunitedway.org. The Town of Palm Beach United Way's Forms 990 and audited financial statements are also available on third party websites: www.guidestar.org www.foundationcenter.org www.charitynavigator.org Part X, Column (A) Beginning of the year In connection with the current year audit, a prior period adjustment is reported on Part XI, line 8 of the Form 990. Furthermore, Part X, Column A, Beginning of the year balances have been reclassified to provide a more consistent presentation. Form 990, Part XI, line 9: Change in value of beneficial interest in trusts 214,719. Part XII Line 2C The audit committee has oversight of the audited financial statements and Form 990 as presented by the independent auditor. The process is unchanged from prior years.