2025-04-30T18:03:37-05:00 2024-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2023-07-01 596011150 UNITED WAY OF THE BIG BEND INC UNIT 8504140844 307 EAST SEVENTH AVENUE TALLAHASSEE FL 323035520 BERNEICE COX PRESIDENT/CEO 8504140844 2025-04-25 1 0 STACEY T KOLKA P01371120 8506688100 2023 2025-03-06 01:10:19Z BERNEICE COX 307 EAST SEVENTH AVENUE TALLAHASSEE FL 323035520 3802068 0 X WWW.UWBB.ORG X 1943 FL TO RAISE AWARENESS, MOBILIZE RESOURCES AND FIND COLLABORATIVE, TARGETED SOLUTIONS FOR OUR COMMUNITY'S MOST VITAL CONCERNS. 30 30 82 569 0 0 3147226 2948326 0 0 42609 85348 175543 680176 3365378 3713850 1402315 1927676 0 0 915064 751934 0 0 266774 811244 862895 3128623 3542505 236755 171345 3484922 3477606 1754084 1492796 1730838 1984810 TO RAISE AWARENESS, MOBILIZE RESOURCES AND FIND COLLABORATIVE, TARGETED SOLUTIONS FOR OUR COMMUNITY'S MOST VITAL CONCERNS. 0 0 1929501 1927676 1929501 FUNDS FOR THE AGENCY'S PROGRAMS COME FROM THE CONTRIBUTIONS OF UNITED WAY OF THE BIG BEND (UWBB) SUPPORTERS THROUGH THE ANNUAL FUNDRAISING CAMPAIGN. THE COMMUNITY CAMPAIGN SOLICITS MONETARY SUPPORT FROM THE CORRESPONDING CONSTITUENTS. UWBB SUPPORTED 77 PROGRAMS ACROSS THE BIG BEND AREA LAST YEAR. THE ALLOCATION OF FUNDS IS BASED ON THE DECISION OF THE COMMUNITY INVESTMENT REVIEW TEAMS COMPRISED OF EXPERTS IN FINANCE, PROGRAMS RELATED TO OUR IMPACT AREAS AS WELL AS COMMUNITY VOLUNTEERS KNOWLEDGEABLE ABOUT THEIR COMMUNITIES' NEEDS. PANELS OF VOLUNTEERS AND EXPERTS REVIEW EACH AGENCY'S FINANCES AND PROGRAMS AND OPERATING CAPACITY TO DELIVER PROPOSED SERVICES. AFTER THOROUGH ANALYSIS OF THE REVIEW DATA, THE COMMUNITY INVESTMENT TEAM RECOMMENDS HOW FUNDS ARE ALLOCATED TO EACH AGENCY'S PROGRAM. 522661 21 CCLCTHIS PROGRAM SUPPORTS COMMUNITY LEARNING CENTERS THAT PROVIDE ACADEMIC ENRICHMENT OPPORTUNITIES DURING NON-SCHOOL HOURS FOR CHILDREN, PARTICULARLY STUDENTS WHO ATTEND HIGH-POVERTY AND LOW-PERFORMING SCHOOLS. THE PROGRAM HELPS STUDENTS MEET STATE AND LOCAL STUDENT STANDARDS IN CORE ACADEMIC SUBJECTS, SUCH AS READING AND MATH; OFFERS STUDENTS A BROAD ARRAY OF ENRICHMENT ACTIVITIES THAT CAN COMPLEMENT THEIR REGULAR ACADEMIC PROGRAMS; AND OFFERS LITERACY AND OTHER EDUCATIONAL SERVICES TO THE FAMILIES OF PARTICIPATING CHILDREN. 61497 UNITED WAY OF THE BIG BEND IS HELPING TO SUPPORT IMPROVED READING AND LITERACY RATES FOR 3RD GRADERS THROUGH OUR READINGPALS PROGRAM. READINGPALS IS A STATEWIDE EARLY LITERACY INITIATIVE MANAGED BY THE CHILDREN'S MOVEMENT AND ADMINISTERED THROUGH UNITED WAYS AND COMMUNITY PARTNERS THROUGHOUT FLORIDA. EACH PROGRAM RECRUITS, TRAINS, AND SUPPORTS VOLUNTEER MENTORS FOR STUDENTS IN PREK THIRD GRADE WHO NEED EXTRA READING SUPPORT. THE SESSIONS ARE SET UP AS GUIDED ONE-TO-ONE SHARED READING SESSIONS. THIS PROGRAM HAS BEEN IN PLACE FOR TWELVE YEARS IN LEON COUNTY. 508488 508488 3022147 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X THE ORGANIZATION 8504140844 307 E 7TH AVE TALLAHASSEE FL 32303 RHETT BAGWELL CHAIR OF THE BOARD 2.00 X X 0 0 0 ANGIE SIPPLE CHAIR-ELECT 0.50 X X 0 0 0 ERIK DAVIS IMMEDIATE PAST CHAIR 3.50 X X 0 0 0 SALLY BRADSHAW SECRETARY 0.50 X X 0 0 0 CHRIS MILLS TREASURER 1.00 X X 0 0 0 TENA PATE COMMUNITY IMPACT CHAIR 3.00 X X 0 0 0 JULIE MONTANARO RESOURCE DEVELOPMENT CHAIR 1.00 X X 0 0 0 JIMMY COLE AT-LARGE 0.50 X 0 0 0 LISA GARCIA AT-LARGE 0.50 X 0 0 0 MARK O'BRYANT AT-LARGE 0.50 X 0 0 0 BETH CORUM AT-LARGE 0.50 X 0 0 0 STEPHANIE DERZYPOLSKI AT-LARGE 0.50 X 0 0 0 SUE DICK AT-LARGE 0.50 X 0 0 0 DARRICK MCGHEE AT-LARGE 0.50 X 0 0 0 MICHELLE MITCHAM AT-LARGE 0.50 X 0 0 0 LARRY ROBINSON AT-LARGE 0.50 X 0 0 0 WENDY WALKER AT-LARGE 0.50 X 0 0 0 JEANNIE GARNER AT-LARGE 0.50 X 0 0 0 REESE GOAD AT-LARGE 0.50 X 0 0 0 ROCKY HANNA AT-LARGE 0.50 X 0 0 0 LYNN HATTER AT-LARGE 0.50 X 0 0 0 LYNN JONES AT-LARGE 0.50 X 0 0 0 JIM MURDAUGH AT-LARGE 0.50 X 0 0 0 ANDREW GAY AT-LARGE 0.50 X 0 0 0 JOHN HARRIS AT-LARGE 0.50 X 0 0 0 DAVID HARVEY AT-LARGE 0.50 X 0 0 0 VINCE LONG AT-LARGE 0.50 X 0 0 0 CHRIS MOSLEY AT-LARGE 0.50 X 0 0 0 KIMBERLY PRICE AT-LARGE 0.50 X 0 0 0 DANIEL VERMETTE AT-LARGE 0.50 X 0 0 0 BERNEICE COX PRESIDENT/CEO 40.00 X 152414 0 11542 CLAY TULLOS VP-FINANCE & OPERATIONS 40.00 X 84922 0 561 237336 0 12103 1 0 1 0 0 543169 2405157 2948326 47357 47357 16600 0 16600 16600 16600 37991 0 37991 37991 37991 751151 88218 662933 662933 MISC REVENUE 900099 643 643 643 3713850 643 0 764881 1829114 1829114 98562 98562 290397 60668 60668 169061 344815 268956 65515 10344 21300 16614 4047 639 50879 39686 9667 1526 44543 34744 8463 1336 29373 8812 17624 2937 14815 14815 42542 38288 2127 2127 1740 1112 315 313 39013 27309 5852 5852 8430 3372 2529 2529 44464 13339 31125 736 125 456 155 2852 1340 770 742 3164 949 1076 1139 44276 44276 18539 5562 6303 6674 31760 9528 22232 EVENT EXPENSES 519791 519791 CAMPAIGN EXPENSE 61400 61400 3542505 3022147 253584 266774 116292 240816 483110 294752 1079834 890726 128859 183120 1667 0 1316176 743959 577725 572217 1097435 1295975 3484922 3477606 1573821 1464137 30263 28659 150000 0 1754084 1492796 X 1432174 1407345 298664 577465 1730838 1984810 3484922 3477606 171345 64683 17944 0 X 0 1 X 1 0 X 3595158 3460104 2788773 3147226 2948326 15939587 3595158 3460104 2788773 3147226 2948326 15939587 15939587 54252 58364 28708 57307 63957 262588 16202175 0.98380 0.98630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 140705 7708 148413 135843 4862 140705 145088 -9245 135843 124712 20376 145088 127810 -3098 124712 0.25880 0.74120 1 0 313803 313803 782726 577155 205571 58132 51465 6667 157515 115339 42176 4000 4000 572217 X 3781662 64683 17944 82627 3699035 14815 14815 3713850 3527690 0 3527690 14815 14815 3542505 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO MAKE IT POSSIBLE FOR UWBB TO HELP SOCIAL SERVICES AGENCIES SUSTAIN CURRENT PROGRAMS AND DEVELOP NEW ONES AS NEEDED. ALL ENDOWMENT FUNDS ARE CLASSIFIED IN ACCORDANCE WITH DONOR STIPULATIONS. THE OVERALL OBJECTIVES OF THE ENDOWMENT FUND ARE PRODUCTION OF SUFFICIENT INCOME TO MEET THE GOALS OF THE ACCOUNT AND TO PROVIDE FOR GROWTH OF ASSETS TO MEET FUTURE OBJECTIVES. PART X, LINE 2: WITH FEW EXCEPTIONS, UWBB IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED JUNE 30, 2020 & PRIOR. POWER OF THE PURSE 42875 42875 9449 WOMEN'S LEADERSHIP BREAKFAST 126500 126500 8450 38706 3 76679 76679 464 4784 26365 246054 246054 464 13234 74520 88218 157836 1 211 BIG BEND PO BOX 10950 TALLAHASSEE FL 32302 590201771 501(C)(3) 67665 0 HUMAN SERVICES SUPPORT AMERICAN RED CROSS 1115 EASTERWOOD DR TALLAHASSEE FL 32311 530196605 501(C)(3) 14373 0 HUMAN SERVICES SUPPORT AMERICA'S SECOND HARVEST 4446 ENTREPOT BLVD TALLAHASSEE FL 32310 592610345 501(C)(3) 69730 0 HUMAN SERVICES SUPPORT BIG BEND HABITAT 2921 ROBERTS AVE TALLAHASSEE FL 32310 592252756 501(C)(3) 93271 0 HUMAN SERVICES SUPPORT BIG BEND HOMELESS COALITION 325 JOHN KNOX RD BLDG B TALLAHASSEE FL 32303 592898810 501(C)(3) 57982 0 HUMAN SERVICES SUPPORT BOYS AND GIRLS CLUB BIG BEND PO BOX 7141 TALLAHASSEE FL 32314 593076558 501(C)(3) 55637 0 HUMAN SERVICES SUPPORT BOYS AND GIRLS CLUB NC FL 918 NORTH WASHINGTON ST PERRY FL 32347 592973927 501(C)(3) 13950 0 HUMAN SERVICES SUPPORT BREHON FAMILY INSTITUTE PO BOX 7643 TALLAHASSEE FL 32314 591865406 501(C)(3) 65542 0 HUMAN SERVICES SUPPORT CAPITAL CITY YOUTH SERVICES 2407 ROBERTS AVE TALLAHASSEE FL 32310 593184365 501(C)(3) 31802 0 HUMAN SERVICES SUPPORT CAPITAL MEDICAL SOCIETY FND 1204 MICCOSUKEE RD TALLAHASSEE FL 32308 592104510 501(C)(3) 52196 0 HUMAN SERVICES SUPPORT CENTER FOR IND LVG ABILITY 1ST 1823 BUFORD CT TALLAHASSEE FL 32308 592091522 501(C)(3) 37934 0 HUMAN SERVICES SUPPORT CESC KEARNEY CENTER 2650 MUNICIPAL WAY TALLAHASSEE FL 32304 474589916 501(C)(3) 80662 0 HUMAN SERVICES SUPPORT EARLY LEARNING COALITION 2639 N MONROE ST SUITE C-300 TALLAHASSEE FL 32303 593743672 501(C)(3) 54313 0 HUMAN SERVICES SUPPORT ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE FL 32304 591426079 501(C)(3) 103743 0 HUMAN SERVICES SUPPORT GOOD NEWS OUTREACH PO BOX 3304 TALLAHASSEE FL 32315 593293598 501(C)(3) 37038 0 HUMAN SERVICES SUPPORT INDEPENDENCE LANDING 3025 SCHOOL HOUSE RD TALLAHASSEE FL 32311 822792376 501(C)(3) 31802 0 HUMAN SERVICES SUPPORT JEFFERSON SENIOR CITIZENS' CENTER 1155 N JEFFERSON ST MONTICELLO FL 32344 592015689 501(C)(3) 9300 0 HUMAN SERVICES SUPPORT KIDS INC OF THE BIG BEND 2326 CENTERVILLE RD TALLAHASSEE FL 32308 237411718 501(C)(3) 83576 0 HUMAN SERVICES SUPPORT LIGHTHOUSE OF THE BIG BEND 3071 HIGHLAND OAKS TERRACE TALLAHASSEE FL 32301 592288754 501(C)(3) 41109 0 HUMAN SERVICES SUPPORT OMEGA LAMPLIGHTERS PROGRAM 1872 MILL ST TALLAHASSEE FL 32310 473736894 501(C)(3) 26566 0 HUMAN SERVICES SUPPORT PACE CENTER FOR GIRLS 6745 PHILIPS INDUSTRIAL BLVD JACKSONVILLE FL 32256 592414492 501(C)(3) 42274 0 HUMAN SERVICES SUPPORT REFIRE CULINARY 1700 N MONROE ST SUITE 11-220 TALLAHASSEE FL 32303 872271636 501(C)(3) 52746 0 HUMAN SERVICES SUPPORT REFUGE HOUSE PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 126880 0 HUMAN SERVICES SUPPORT WAKULLA SENIOR CITIZENS COUNCIL 33 MICHAEL DR WAKULLA FL 32327 591316667 501(C)(3) 17352 0 HUMAN SERVICES SUPPORT THE OASIS CENTER FOR WOMEN & GIRLS 317 E CALL ST TALLAHASSEE FL 32301 260278278 501(C)(3) 31802 0 HUMAN SERVICES SUPPORT 25 HUMAN SERVICE SUPPORT-INDIVIDUALS 44 98562 PART I, LINE 2: EACH YEAR, THE UNITED WAY OF THE BIG BEND ORGANIZES 10 COMMUNITY INVESTMENT TEAMS TO REVIEW ITS GRANT-FUNDED AGENCIES AND PROGRAMS. AGENCIES MUST SUBMIT AN ANNUAL GRANT APPLICATION WHICH CONTAINS THREE YEARS OF BUDGET INFORMATION PLUS A DETAILED NARRATIVE ON HOW UNITED WAY FUNDS WERE USED IN THE PREVIOUS YEAR AND HOW THEY WILL BE USED IN THE FUTURE. DURING THE REVIEW PROCESS THE TEAMS HAVE AN OPPORTUNITY TO ASK VERY SPECIFIC QUESTIONS ABOUT THE OVERALL AGENCY BUDGET AND THE USE OF UNITED WAY GRANT FUNDS. IN ADDITION, THE AGENCIES ARE REQUIRED TO REPORT QUARTER PERFORMANCE OUTCOMES TO THE TEAMS. 0 0 0 0 0 0 0 0 0 BERNEICE COX PRESIDENT/CEO 128249 0 24165 0 0 0 11542 0 0 0 163956 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE IS ONE FAMILY RELATIONSHIP BETWEEN PATRICK O'BRYANT (SON) AND MARK O'BRYANT (FATHER). PATRICK IS A NON-VOTING MEMBER AND MARK IS A VOTING MEMBER. PATRICK ROLLED OFF IN MARCH 2024. FORM 990, PART VI, SECTION B, LINE 11B THE VICE PRESIDENT OF FINANCE AND OPERATIONS REVIEWS A DRAFT OF FORM 990 AND RESOLVES ANY QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE TAX RETURN. AFTER BEING REVIEWED BY THE VICE PRESIDENT OF FINANCE & OPERATIONS AND THE PRESIDENT, THE 990 IS PRESENTED TO THE FINANCE COMMITTEE, CHAIRED BY THE BOARD TREASURER WHICH INCLUDES AT LEAST THREE (3) MEMBERS OF THE BOARD. AFTER REVIEW BY THE COMMITTEE, THE 990 IS PRESENTED TO THE FULL BOARD FOR AUTHORIZATION PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF, VOLUNTEERS AND BOARD MEMBERS OF THE UNITED WAY OF THE BIG BEND MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. DISCLOSURE IS REQUIRED FOR ANY MEMBER AGENCY RELATIONSHIPS, ANY BENEFIT IN TRANSACTIONS OR DECISIONS THAT FAMILY, EMPLOYER OR CLOSE ASSOCIATE STAND TO GAIN. ALL CONFLICTS OR POTENTIAL CONFLICTS ARE RESOLVED BY THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS THAT MEET ANNUALLY TO APPROVE THE PRESIDENT'S COMPENSATION. THE COMMITTEE REVIEWS COMPENSATION SURVEYS AND STUDIES FOR COMPARABLE COMPENSATION PACKAGES. THE PRESIDENT'S COMPENSATION PACKAGE IS THEN SUBMITTED TO THE BOARD FOR APPROVAL. THE PRESIDENT DETERMINES ALL OTHER STAFF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 UNAUDITED FINANCIAL STATEMENTS ARE PRESENTED AT BIMONTHLY BOARD MEETINGS. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE UWBB WEBSITE. GOVERNANCE DOCUMENTS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES ITS THREE MOST RECENT 990 FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: UNITED WAY OF THE BIG BEND, INC. TAXPAYER ADDRESS: 307 EAST SEVENTH AVENUE TAXPAYER ID NUMBER: 59-6011150 YEAR-END: 06/30/2024 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.