2025-04-18T17:38:17+00:00 2024-06-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-07-01 592116280 United Way of Central Florida Inc UNIT 8636481500 P O Box 1357 Highland City FL 338461357 CHRISTINA CRISER JACKSON CEO 2025-04-18 true Gina Ardillo P01395893 9542028600 2025-04-18 2023 2025-03-06 01:10:19Z CHRISTINA CRISER JACKSON P O Box 1357 Highland City FL 338461357 15406314 false X www.uwcf.org X 1980 FL To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive local change. To unite our community and empower everyone to achieve their full potential. 29 29 60 3432 0 0 15948295 14635294 267088 275902 128484 430415 9734 62049 16353601 15403660 10120587 9408227 0 2801846 3485150 0 0 1232002 1418139 1525794 14340572 14419171 2013029 984489 21900180 44346370 4349830 25666927 17550350 18679443 X Mission Statement: To inspire our community to give, advocate and volunteer by identifying needs and mobilizing vetted resources to create positive local change. Vision Statement: To unite our community and empower everyone to achieve their full potential. false false 7251383 6776621 337951 Community Impact: UWCF's premiere Community Investment Process mobilizes more than 130 volunteers on 15 teams around their focus areas of EDUCATION, INCOME, HEALTH and SAFETY NET. These volunteers visit program sites, review previous investments, program goals and outcomes, and make recommendations about the most effective way to meet critical community needs. EDUCATION: The Early Literacy Initiative helps at-risk children develop the language skills they need to succeed in school. Given the right start, children learn to read, succeed academically, and are more likely to graduate from high school. Academic Achievement Initiative helps children in grades K-12 pass achievement tests at grade level and graduate on time. FINANCIAL STABILITY/INCOME: The Financial Stability initiative helps families improve financial stability with GED and job training, credit and budgeting classes, money coaches, financial education and savings match programs. Improved credit scores, increases in emergency savings accounts, increases in job related credentials and/or increases in family income measure success. HEALTH: The Health Initiative helps people of all ages to improve or maintain good health. United Way improves access and utilization of health services and increases knowledge and personal responsibility about health issues that lead to improved blood pressure, weight control and other specific health indicators. United Way also works to reduce avoidable hospitalizations and incarcerations with prevention services and treatment for those with addiction. SAFETY NET: The Safety Net Initiative provides relatively short-term, crisis intervention services that vary widely, but meet one or more of the following: 1) Must verify that the service helped to stabilize a crisis, 2) Must refer clients to sources of on-going support (counseling, health clinic etc.) as needed, 3) Must verify quality of services using approved indicators selected by experts on a Safety Net Steering Team, 4) Crisis includes but is not limited to: health emergency, domestic violence, rape, child abuse, fire, teenaged runaways, hospice care, hunger & homelessness. END HUNGER INITIATIVE: The End Hunger Initiative helps to eliminate hunger and food insecurity by increasing the access to food and helps families to increase financial stability by decreasing food costs. * In 2020-24 our food distributions were able to provide food to 1,268,815 visitors in Polk, Highlands, and Hardee Counties. In the first three years of this initiative 9,629,415 meals were provided to communities in need. COMMUNITY PARTNERSHIP SCHOOL INITIATIVE: The Community Partnership School Initiative helps to provide a full-service health clinic, financial education and academic support for Polk's first Community Partnership School. * In 2019, Crystal Lake Elementary, A Community Partnership School began operations under guidance from the University of Central Florida. Five core partners of this project are Southeastern University, Heartland for Children, Central Florida Health Care, Polk County Public Schools, and United Way of Central Florida. Crystal Lake Elementary, A Community Partnership School received statewide certification from the UCF Center for Community Partnership Schools in 2023. 3347702 2631606 Community Wellness: The UWCF Community Wellness initiative is a $10,160,000 grant in collaboration with the Polk County Indigent Health Care Department. Polk County is on an October 1-September 30 fiscal year. During the 2023-24 Polk County fiscal year, the grant provided a $460,000 administrative fee to UWCF, up to $500,000 to fund a team of UWCF Community Wellness Navigators, and $9,200,000 to fund behavioral/mental health and prevention/early intervention programs through an open Request for Proposals (RFP) to 501(c)3 organizations. The navigator program's main purpose is to assist in connecting eligible Polk County residents with the Polk HealthCare Plan and additional community resources. 383970 Carol Jenkins Barnett United Way Children's Resource Center (CJBUWCRC), formerly Family Fundamentals, opened in November 2022 in our new location within the Florida Children's Museum at Bonnet Springs Park in Lakeland. As a community and family outreach of Success By 6 - CJBUWCRC is a parent resource center which mobilizes partnerships with more than 40 human service organizations providing parents and family members with activities, classes, reading, tutoring and other programs designed to strengthen the development of our children and family relationships. 798584 OTHER PROGRAM SERVICES: Disaster Relief: Provides immediate assistance and long-term recovery support in the event our community needs urgent disaster relief. UWCF develops partnerships to address the many challenges and/or emergencies that our community faces. UWCF meets with partners to coordinate the efforts of government, businesses, non-profit and faith-based organizations involved in disaster response. UWCF continues to respond to disasters through food security efforts and other assistance. With the support of local partnerships, UWCF was able to provide the following support: * The United Community Relief Fund was formed in partnership with GiveWell Community Foundation in 2020 to provide COVID-19 pandemic response. In the wake of Hurricane Ian in 2022, over $259,600 was distributed to nonprofits and their clients suffering direct losses as a result of the storm. This fund was not activated during the 2023-24 fiscal year. * Publix Super Markets Emergency Relief provided $363,720 to support individuals who have experienced hardships due to various emergencies where other assistance is unavailable. This fund will also be providing Hurricane Helene and Hurricane Milton relief across multiple states in the 2024-25 fiscal year. * 2-1-1 referrals have remained high due to increasing needs faced by citizens of Polk, Highlands and Hardee counties: including the housing crisis, inflation of all goods, supply chain woes, fuel prices, childcare crisis, and staffing shortages. Success By 6: Success By 6 (SB6) mobilizes volunteers from local organizations, businesses, government, churches, civic groups, educators and human services to ensure that all children, by the age of six, have the physical, emotional, social and mental foundation to succeed in school and in life. Since 1995, UWCF's SB6 has focused on early literacy to help children enter school ready to succeed. In total Success By 6 programs placed over 56,000 books in the hands of children in FY 23/24. In addition: * 103 Parent Lending Libraries were in childcare centers serving low-income families; with 22,974 books checked out. * To increase awareness of the importance of early childhood education, Born Learning, a $90 million early childhood awareness campaign developed by the Ad Council, Civilian provided more than 300,000 messages to citizens of Central Florida. These included bus signs, billboards, newspaper advertisements and parent education materials placed in key locations throughout the area. Success By 6 events and staff provided 6,173 pieces of Born Learning and other literature into our community. * Dolly Parton Imagination Library mails a book each month to the homes of preschool children. 25,844 books were placed in the homes of 2,500 children ages 0-5. * Let's Grow is a Success By 6 initiative facilitated by UWCF to improve language skills of children at-risk of school failure. Language skills predict the ability of children to learn to read. Of middle/high income children, 8 of 10 enter school with the skills they need. However, only 2 of 10 low income children have sufficient skills. Children who enter school ready to succeed, learn to read and graduate on time. Let's Grow partners provide early literacy interventions improving vocabulary scores by an average of 5 months for every 1 month of exposure to the interventions. Master Teacher: An outreach of Success By 6 school readiness - the expanded Master Teacher initiative targets neighborhoods where children considered at-risk for school failure reside. It provides an internship for childcare instructors using three Master Teachers along with parent education classes to help the instructors and parents to prepare children to enter kindergarten ready to succeed. Readiness skills for children in classes with teachers trained by a Master Teacher improved an average of 3 months for every 1 month with the newly trained caregiver. 2-1-1: The 2-1-1 program provides information and referrals to families/individuals and community groups concerning local services and resources. 2-1-1 also identifies gaps in services; assists in creating remedies to meet local needs; connects individuals/families to resources; and advocates on behalf of individuals/families for access to resources. It also works to provide better service, accessibility and information to the Hispanic community. * From July 1, 2023-June 30, 2024, 211 received 39,565 contacts for services through calls, chats, texts, e-mail inquiries, and database searches. In addition, there were over 93,000 webpage views for end hunger, 211, CJBUWCRC, free tax prep, and other needed community resources. Women United - ReadingPals: In Spring 2012, UWCF received a first-year grant to begin ReadingPals. Planning and implementation include collaborations with Polk and Highlands County Schools, the Early Learning Coalition of Polk and Learning Resource Center. From 2012-2020, Carol and Barney Barnett invested over $8,500,000 in 17 regions throughout the state of Florida to improve early literacy. ReadingPals focuses on engaging, training and deploying volunteer tutors to increase the number of students reading at grade level by the end of 3rd grade. It is important to our community, to the Barnetts, to all businesses and families in Florida that we make a united effort to reduce the close to 50% of children who are not reading at grade level. In 2023 the program secured 156 volunteers and served 374 students at 15 schools. This year, we have secured 201 ReadingPals volunteers serving 402 children in 14 schools. 798584 11781639 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 true true false false false true 57 0 true 60 true false false false false false true true false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true false false FL X X John Rounds 8636481500 P O Box 1357 Highland City FL 338461357 Brian Haas Chair Elect 2.0 X X 0 0 0 Chris Chaffin Treasurer 2.0 X X 0 0 0 Jonathan Crain Vice Chair 2.0 X X 0 0 0 Merissa Green Secretary 2.0 X X 0 0 0 MIchael Tamney Chair 2.0 X X 0 0 0 Ali Wright director 1.0 X 0 0 0 Ana Wood director 1.0 X 0 0 0 Andy Oguntola director 1.0 X 0 0 0 Angel Davis director until Apr 2024 1.0 X 0 0 0 Ashley Bell Barnett Immediate Past Chair 1.0 X 0 0 0 Brandon Giles director UNTIL APR 2024 1.0 X 0 0 0 Brian Donnelly director 1.0 X 0 0 0 Brittany Sale director 1.0 X 0 0 0 Callie Neslund director 1.0 X 0 0 0 Cyndi Durham director Until Feb 2024 1.0 X 0 0 0 Dana Hurley director 1.0 X 0 0 0 Deely Hunt director Until Apr 2024 1.0 X 0 0 0 Don Elwell director 1.0 X 0 0 0 Dusty Johnson director 1.0 X 0 0 0 Emily Rogers director 1.0 X 0 0 0 Emily Spath director 1.0 X 0 0 0 Erica Lupercio director 1.0 X 0 0 0 Fred Heid director 1.0 X 0 0 0 Greg Littleton director 1.0 X 0 0 0 Kim Long director 1.0 X 0 0 0 Lauren Giordano director 1.0 X 0 0 0 Mark Codd director Until Jan 2024 1.0 X 0 0 0 Naomi Boyer director 1.0 X 0 0 0 Nick Plott director 1.0 X 0 0 0 Rick Garcia director 1.0 X 0 0 0 Scott Sjoblom director 1.0 X 0 0 0 Tip Fowler director 1.0 X 0 0 0 Troy Smith director 1.0 X 0 0 0 Vent Crawford director 1.0 X 0 0 0 Christina Criser Jackson CEO 37.5 X 168899 0 21442 Ileana Kniss Chief Development and Marketing Officer BEGAN JULY 2023 37.5 X 61201 0 3133 Jill Martin CFO Partial Year 37.5 X 140964 0 18641 John Rounds CFO Partial Year 37.5 X 27643 0 199 Katherine Fitzwater VP Marketing & Communications 37.5 X 92166 0 15342 Rodney Crowley COO 37.5 X 142761 0 19056 633634 0 77813 3 false true false 0 7567 3516214 11111513 357285 14635294 Service & Admin fees 900099 275902 275902 0 0 0 0 275902 242838 242838 0 0 190231 0 2654 190231 -2654 187577 187577 Miscellaneous 900099 62049 62049 0 0 0 0 62049 15403660 337951 0 430415 8997862 8997862 410365 410365 843000 191445 493408 158147 8089 8089 2033029 1038818 526181 468030 161105 83087 54625 23393 231166 118900 67373 44893 208761 91475 71696 45590 35753 35753 51262 51262 327282 206672 63793 56817 249569 17426 79836 152307 168133 101094 63148 3891 174827 11951 157881 4995 140145 67080 73065 108728 33967 33759 41002 51892 9170 23669 19053 87041 87041 61823 30043 17789 13991 5154 5154 Membership dues 44276 1655 34349 8272 Allocation of indirect costs 0 361868 -543519 181651 Miscellaneous 19909 8761 1178 9970 0 0 0 0 14419171 11781639 1405530 1232002 10236162 22145528 2790746 13383841 639662 650231 0 0 0 0 854421 44634 1634940 1209422 467853 425518 6148373 6778615 0 0 762963 918003 21900180 44346370 3833434 14900841 503149 10758672 0 0 13247 7414 4349830 25666927 X 11999632 12772370 5550718 5907073 17550350 18679443 21900180 44346370 X 984489 380916 -236312 X false true X true false X 12874454 24438620 9178137 15948295 14635294 77074800 0 0 12874454 24438620 9178137 15948295 14635294 77074800 11390487 65684313 143352 134091 137161 177437 242838 834879 0 0 0 0 0 0 1175 111 20397 9734 62049 93466 78003145 1831253 0.8421 0.8439 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 1175.0, COLUMN B - 111.0, COLUMN C - 20397.0, COLUMN D - 9734.0, COLUMN E - 62049.0, COLUMN F - 93466.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3561902 10151 364784 103119 3833718 3357504 10581 247156 53339 3561902 3898526 62742 -495837 107927 3357504 3225219 12408 773626 112727 3898526 3392925 12197 -50066 129837 3225219 0.2019 0.3387 0.4594 true false 100000 100000 1043940 818696 225244 24040 7878 16162 427144 372856 54288 39816 9992 29824 425518 Lease Liability 7414 7414 X 15232640 380916 64665 29623 475204 14757436 51262 594962 646224 15403660 14103547 64665 0 64665 14038882 51262 329027 380289 14419171 Schedule D, Part V, Line 4 Intended uses of endowment funds Spending was made in funds owned and controlled by a 3rd party Trustee, in accordance with donor stipulations. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote UWCF has received determination of tax exempt status from the Internal Revenue Service under Code Section 501(c)(3) and, consequently, the earnings of UWCF are not taxed. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. UWCF does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. UWCF recognizes interest and/or penalties related to income tax matters in income tax expense. UWCF did not have any amount accrued for interest and penalties at June 30, 2024, or 2023. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGES IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS - 29623 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Estimated uncollectible pledges - 265935 Donor Designations - 329027 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 329027 true 10090 American National Red Cross - WH 147 Avenue A Northwest Winter Haven FL 33881 530196605 501c3 68486 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Achievement Academy Inc 716 E Bella Vista Street Lakeland FL 33805 590774205 501c3 248141 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Alliance for Independence 1038 Sunshine Drive East Lakeland FL 33801 590812958 501c3 189962 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Big Brothers & Big Sisters 1231 East Orange Street Lakeland FL 33801 592173085 501c3 139849 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Big Brothers Big Sisters of the Suncoast (Florida Ridge) 1000 Tamiami Trail South Suite C Venice FL 34285 591361826 501c3 25058 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Boy Scouts of America - Greater Tampa Bay Area Council 13228 N Central Avenue Tampa FL 33612 590624406 501c3 52848 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Boys & Girls Club-Highlands County PO Box 1596 Sebring FL 33871 593468588 501c3 15174 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Boys & Girls Clubs of Polk County PO Box 763 Lakeland FL 33802 590171815 501c3 607589 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Camp Fire USA Sunshine Council Inc 2600 Buckingham Ave Lakeland FL 33803 590637819 501c3 147368 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Catholic Charities of Central Florida 1819 N Semoran Blvd Orlando FL 32807 591214353 501c3 63499 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Central Florida Health Care Inc 47 5th Street NW Winter Haven FL 33881 591404594 501c3 208051 Donor Designated for Disaster/ Emergency Relief, Donor Designated for Program Costs Central Florida Speech & Hearing Center Inc 3020 Lakeland Highlands Road Lakeland FL 33803 590939466 501c3 345241 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Champion for Children Foundation of Highlands County PO Box 7125 Sebring FL 33872 650444941 501c3 43324 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Children's Home Society of Florida 5766 S Semoran Blvd Orlando FL 32822 590192430 501c3 148752 Program Operating Support Children's Home Society of Greater Lakeland 1010 East Rose Street Lakeland FL 33801 590192430 501c3 65074 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Church Service Center 495 E Summerlin Street Bartow FL 33830 591162397 501c3 83985 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Early Learning Coalition -Hardee 2886 Tamiami Trail Suite 1 Port Charlotte FL 33952 651047991 501c3 50000 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Early Learning Coalition-Highlands 2886 Tamiami Trail Suite 1 Port Charlotte FL 33952 651047991 501c3 40857 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Early Learning Coalition-Polk County 115 S Missouri Avenue Ste 501 Lakeland FL 33815 593648316 501c3 337628 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Epilepsy Services of West Central Florida 1102 South Florida Avenue Lakeland FL 33803 593151484 501c3 48785 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Family Literacy Academy at Lake Wales 31 Oak Street Babson Park FL 33827 474294685 501c3 34452 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Feeding Tampa Bay 4702 Transport Drive 6 Tampa FL 33605 592116576 501c3 64427 Donor Designated for Disaster/ Emergency Relief, Donor Designated for General Support Florida Baptist Children's Home (One More Child) PO Box 8190 Lakeland FL 33802 590657326 501C3 79861 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Florida Children's Museum 600 Bonnet Springs Blvd Lakeland FL 33815 592994883 501c3 449069 Donor Designated for General Support, Donor Designated for Program Costs Frostproof Care Center 17 South Scenic Highway Frostproof FL 33843 592988744 501c3 69772 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Girl Scouts-West Central FL 4610 Eisenhower Boulevard Tampa FL 33634 590624454 501c3 157823 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Girls Incorporated of Lakeland PO Box 1975 Lakeland FL 33802 237101551 501c3 199786 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Girls Incorporated of Winter Haven PO Box 7285 Winter Haven FL 33883 591158810 501c3 125285 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Good Shepherd Hospice 3010 W Azeele Street Suite 120 Tampa FL 33609 205276923 501c3 94268 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Hands of Hope America Inc 9230 US Hwy 192 STE C Clermont FL 34714 843782110 501c3 30000 Program Operating Support Hardee Help Center P O Box 422 Wauchula FL 33873 592993242 501c3 50901 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Heart for Winter Haven PO Box 2383 Winter Haven FL 33883 471249404 501c3 11921 Program Operating Support, Donor Designated for Program Costs Heart of Florida Legal Aid Society Inc 550 East Davidson Street Bartow FL 33830 596215748 501c3 59125 Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Heartland for Children PO Box 1017 Bartow FL 33831 020619609 501c3 100000 Donor Designated for Disaster/ Emergency Relief, Donor Designated for General Support Heartland Horses Equine Activities and Learning Inc PO Box 6884 Avon Park FL 33826 593734956 501c3 13977 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost Help of Fort Meade 121 West Broadway Street Fort Meade FL 33841 592993886 501c3 65886 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Highlands County Family YMCA 100 YMCA Lane Sebring FL 33872 592859656 501c3 16845 Donor Designated for General Support, Donor Designated for Program Costs, Program Operating Cost House of Hope of Polk County Inc 1801 Havendale Blvd Winter Haven FL 33881 824395460 501c3 22000 Donor Designated for Disaster/ Emergency Relief Inspiration Ministries INC (Blessing and Hope) PO Box 2735 Lakeland FL 33806 061596874 501c3 22000 Donor Designated for Disaster/ Emergency Relief Lake Wales Care Center 140 E Park Avenue Lake Wales FL 33853 592015847 501c3 20364 Donor Designated for General Support Lakeland Volunteers In Medicine 600 West Peachtree Street Lakeland FL 33815 522351630 501c3 219594 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Learning Resource Center 1628 S Florida Avenue Lakeland FL 33803 510182646 501c3 241154 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Mulberry Community Service Center 211 NW 1st Ave Mulberry FL 33860 591896141 501c3 233502 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost North American Family Institute Inc 90 Maple Street Unit 2 Stoneham MA 02180 042921507 501c3 66038 Program Operating Support NU-Hope Elder Care Services Inc 3530 Office Park Road Sebring FL 33870 591649814 501c3 103879 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost One Hope United 333 S Wabash Ave Suite 2750 Chicago IL 30604 362181967 501c3 68278 Program Operating Support Peace River Center P O Box 1559 Bartow FL 33831 590818924 501c3 586473 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Polk Education Foundation PO Box 391 1530 Shumate Drive Bartow FL 33830 592956529 501c3 8286 Donor Designated for General Support Polk for Recovery 3031 Eagle Haven Dr Winter Haven FL 33880 854273773 501c3 89918 Program Operating Support Polk Vision 600 N Broadway Ave Ste 201 Bartow FL 33830 200141870 501c3 10000 Donor Designated for Disaster/ Emergency Relief; General Operating Cost Ridge Area ARC 120 West College Drive Avon Park FL 33825 590829984 501c3 32463 Program Operating Support, Donor Designated for General Support Salvation Army of East Polk (Winter Haven) PO Box 1069 Winter Haven FL 33882 590631403 501c3 97456 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Salvation Army Serving Western Polk (Lakeland) PO Box 928 Lakeland FL 33802 580660607 501c3 359803 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Talbot House Ministries PO Box 902 Lakeland FL 33802 592151802 501c3 420291 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Tampa Lighthouse for the Blind 1106 West Platt Street Tampa FL 33606 590637876 501c3 103364 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost The Freedom Tour Inc (The Freedom Church) 108 1st Eloise St Winter Haven FL 33880 814516415 501c3 109606 Donor Designated for Disaster/ Emergency Relief The Wilson House Inc PO Box 2461 Lakeland FL 33806 593230584 501c3 222017 Program Operating Support Tri-County Human Services Inc 1815 Crystal Lake Drive Lakeland FL 33801 591708182 501c3 71186 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Volunteers in Service to the Elderly (VISTE) 1232 East Magnolia Street Lakeland FL 33801 592625297 501c3 150303 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Women's Care Center of Bartow PO Box 1040 Bartow FL 33831 650332777 501c3 51675 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Women's Resource Center 165 Avenue A NW Winter Haven FL 33831 592344584 501c3 63726 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost WonderHere Education Foundation 5120 Colbert Road Lakeland FL 33812 852908933 501c3 7000 Program Operating Support YMCA of West Central Florida 3620 Cleveland Heights Boulevard Lakeland FL 33803 591158144 501c3 87707 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost Youth & Family Alternatives 7524 Plathe Road New Port Richey FL 34653 591545990 501c3 37558 Donor Designated for General Support, Donor Designated for Program Costs, Donor Designated for Disaster/ Emergency Relief, Program Operating Cost 64 0 FAMILY EMERGENCY RELIEF - FOOD, SHELTER, UTILITIES, TRANSPORTATION, ETC. 216 408065 2300 FMV Food Cards Schedule I, Part II Definitions of codes used General operating cost: An unrestricted grant made to an agency in support of its general operating costs Program operating cost: A restricted grant made to an agency in support of the costs associated with a specific program that it operates Donor designated for general support: An unrestricted grant made to an agency at the direction of the donor (s) in support of its general operating costs Donor designated for program costs: An unrestricted grant made to an agency at the direction of the donor (s) in support of the costs associated with a specific program that it operates Donor designated for disaster/emergency relief: An unrestricted grant made to an agency at the direction of the donor (s) in support of the costs associated with providing disaster/emergency relief efforts to victims Donor designated, 3rd party processed, for general support: An unrestricted grant made to an agency, at the direction of the donor(s), collected and paid directly to the agency by a 3rd party, in support of its general operating costs Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Member agencies of the United Way of Central FL submit an annual application to the Community Impact department for review. This application proves ongoing eligibility of the agency and its programs. For non-member agencies of the United Way of Central FL, an application packet is mailed and eligibility for that agency to receive designated funds is determined. Non-member applications are good for three years. Each year more than 100 volunteers on 16 teams visit program sites, review previous investments, program goals and outcomes, and make recommendations about the most effective way to meet critical needs. The process includes: 1. An on-line application process that includes explanation of the proposed use, historic and anticipated results from use of the funding. Applications include agency and program budgets, program profile, demographics, specific outcomes and related indicators that measure results. Social conditions identify the need for the service in the community. A success story provides an example of a client whose life was impacted by the service. 2. Financial review of the organization to gain a level of assurance that the organization follows sound policies. Partner programs submit budgets. 3. A copy of the organization's 990 and audit are also required. 4. Verification of compliance with the provisions of the Patriot act are included in the application. 5. Verification of current status as an IRS code section 501 (c) (3) nonprofit organization. 6. Community Investment Teams, composed of trained volunteers and staff, conduct site visits to meet the applicant's CEO, Board member(s), program staff and clients served. Teams monitor staff credentials and impact data collection to verify reliability. Partner programs are required to provide UWCF with 6 month progress reports that show how the funding has been utilized as well as a final report. GRANTS PROVIDED TO QUALIFYING INDIVIDUALS FOR TRANSPORTATION ARE AWARDED BASED ON NEED AND ARE PAID DIRECTLY TO LYFT, INC., THE TRANSPORTATION PROVIDER. X X X X false false false false false false false false false Christina Criser Jackson CEO 168659 0 0 0 240 0 12333 0 9109 0 190341 0 0 0 Rodney Crowley COO 140177 0 1000 0 1584 0 10080 0 8976 0 161817 0 0 0 Jill Martin CFO Partial Year 138110 0 1000 0 1854 0 9858 0 8783 0 159605 0 0 0 X 2 356666 Market value X Gift Cards for Houseless Students 1 619 Cost 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - - Number of contributions Form 990, Part III, Line 4d Description of other program services (Expenses $ 798,584 including grants of $) OTHER PROGRAM SERVICES: Disaster Relief: Provides immediate assistance and long-term recovery support in the event our community needs urgent disaster relief. UWCF develops partnerships to address the many challenges and/or emergencies that our community faces. UWCF meets with partners to coordinate the efforts of government, businesses, non-profit and faith-based organizations involved in disaster response. UWCF continues to respond to disasters through food security efforts and other assistance. With the support of local partnerships, UWCF was able to provide the following support: * The United Community Relief Fund was formed in partnership with GiveWell Community Foundation in 2020 to provide COVID-19 pandemic response. In the wake of Hurricane Ian in 2022, over $259,600 was distributed to nonprofits and their clients suffering direct losses as a result of the storm. This fund was not activated during the 2023-24 fiscal year. * Publix Super Markets Emergency Relief provided $363,720 to support individuals who have experienced hardships due to various emergencies where other assistance is unavailable. This fund will also be providing Hurricane Helene and Hurricane Milton relief across multiple states in the 2024-25 fiscal year. * 2-1-1 referrals have remained high due to increasing needs faced by citizens of Polk, Highlands and Hardee counties: including the housing crisis, inflation of all goods, supply chain woes, fuel prices, childcare crisis, and staffing shortages. Success By 6: Success By 6 (SB6) mobilizes volunteers from local organizations, businesses, government, churches, civic groups, educators and human services to ensure that all children, by the age of six, have the physical, emotional, social and mental foundation to succeed in school and in life. Since 1995, UWCF's SB6 has focused on early literacy to help children enter school ready to succeed. In total Success By 6 programs placed over 56,000 books in the hands of children in FY 23/24. In addition: * 103 Parent Lending Libraries were in childcare centers serving low-income families; with 22,974 books checked out. * To increase awareness of the importance of early childhood education, Born Learning, a $90 million early childhood awareness campaign developed by the Ad Council, Civilian provided more than 300,000 messages to citizens of Central Florida. These included bus signs, billboards, newspaper advertisements and parent education materials placed in key locations throughout the area. Success By 6 events and staff provided 6,173 pieces of Born Learning and other literature into our community. * Dolly Parton Imagination Library mails a book each month to the homes of preschool children. 25,844 books were placed in the homes of 2,500 children ages 0-5. * Let's Grow is a Success By 6 initiative facilitated by UWCF to improve language skills of children at-risk of school failure. Language skills predict the ability of children to learn to read. Of middle/high income children, 8 of 10 enter school with the skills they need. However, only 2 of 10 low income children have sufficient skills. Children who enter school ready to succeed, learn to read and graduate on time. Let's Grow partners provide early literacy interventions improving vocabulary scores by an average of 5 months for every 1 month of exposure to the interventions. Master Teacher: An outreach of Success By 6 school readiness - the expanded Master Teacher initiative targets neighborhoods where children considered at-risk for school failure reside. It provides an internship for childcare instructors using three Master Teachers along with parent education classes to help the instructors and parents to prepare children to enter kindergarten ready to succeed. Readiness skills for children in classes with teachers trained by a Master Teacher improved an average of 3 months for every 1 month with the newly trained caregiver. 2-1-1: The 2-1-1 program provides information and referrals to families/individuals and community groups concerning local services and resources. 2-1-1 also identifies gaps in services; assists in creating remedies to meet local needs; connects individuals/families to resources; and advocates on behalf of individuals/families for access to resources. It also works to provide better service, accessibility and information to the Hispanic community. * From July 1, 2023-June 30, 2024, 211 received 39,565 contacts for services through calls, chats, texts, e-mail inquiries, and database searches. In addition, there were over 93,000 webpage views for end hunger, 211, CJBUWCRC, free tax prep, and other needed community resources. Women United - ReadingPals: In Spring 2012, UWCF received a first-year grant to begin ReadingPals. Planning and implementation include collaborations with Polk and Highlands County Schools, the Early Learning Coalition of Polk and Learning Resource Center. From 2012-2020, Carol and Barney Barnett invested over $8,500,000 in 17 regions throughout the state of Florida to improve early literacy. ReadingPals focuses on engaging, training and deploying volunteer tutors to increase the number of students reading at grade level by the end of 3rd grade. It is important to our community, to the Barnetts, to all businesses and families in Florida that we make a united effort to reduce the close to 50% of children who are not reading at grade level. In 2023 the program secured 156 volunteers and served 374 students at 15 schools. This year, we have secured 201 ReadingPals volunteers serving 402 children in 14 schools. Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS THE ORGANIZATION'S CEO REVIEWS AND APPROVES COMPENSATION FOR THE OTHER OFFICERS. THE CEO USES COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. THIS PROCESS IS DOCUMENTED DURING THE ANNUAL BUDGET PROCESS. THIS WAS DONE BY THE CEO PRIOR TO THE END OF FYE 6/30/2024. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee is composed of all officers of the Board of Directors. The Executive Committee may act broadly on behalf of the full Board whenever the need arises or the full Board is not scheduled or cannot meet. Form 990, Part VI, Line 11b Review of form 990 by governing body A full electronic copy of the form 990 was e-mailed to the Board including the Finance Committee. The Finance Committee reviewed the Form 990 in more depth and reported at the subsequent Board meeting, prior to the 990's filing. Form 990, Part VI, Line 12c Conflict of interest policy Each year Board members and staff are asked to review and become familiar, or refamiliarize themselves with the organization's conflict of interest policy and to state any existing conflicts as defined in the policy. Directors with conflicts abstain from voting on related issues as noted in the minutes of the meeting. Each fiscal year, a completed questionnaire is also sent to Directors to disclose family and business relationships and establish whether there might be any relationships or business transactions to report or disclose in the form 990 or that affect independence. The responses are reviewed, maintained, and summarized by the administrative assistant to the President. Form 990, Part VI, Line 15a Process to establish compensation of top management official UWCF adopted an executive compensation program policy guide in June 2009 for performance and compensation of the CEO, CFO and other members of the leadership team. UWCF will strive to provide executive salaries and total compensation levels that are competitive with the marketplace and that are internally equitable. UWCF will reward executive performance based on predetermined goals and objectives supportive of the mission and business objective. Finally, UWCF will strive to provide competitive, affordable, and fair executive perquisites and executive benefits. Enforcement and administrative responsibilities for the program involving the CEO and CFO rests with the executive committee. Those same responsibilities rest with the CEO for all other members of the leadership team. The Executive Committee also serves as the Compensation Committee that meets annually to review the President's performance and compensation. They analyze and compare salaries and benefits of similar size United Ways. Decisions made by the Executive Committee are documented in the employee's file. In the determination of compensation, comparability data provided by United Way Worldwide is used to ensure reasonableness. This process was last done for the CEO position prior to the end of FYE 6/30/2024. Form 990, Part VI, Line 19 Required documents available to the public The form 990 and audited financial statements are available on the organization's website at www.uwcf.org. These documents as well as the conflict of interest policy and governing documents are available upon request by phone, mail or in person. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGES IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS - 29623; Uncollectible Pledges - -265935; PERPETUAL TRUST P O BOX 1357 HIGHLAND CITY FL 338461357 TRUST FL NA Trust false false false false false false false false false false false false false false false false false false false false