2025-05-07T15:03:29-05:00 2024-06-30 201277979 Berger Toombs Elam Gaines & Frank CPA 729 SW Federal Highway Suite 103 Stuart FL 34994 990 2023-07-01 203521388 UNITED WAY OF MARTIN COUNTY FOUNDATION INC UNIT 7722834800 POST OFFICE BOX 362 STUART FL 34995 GREGORY R NUTTALL TREASURER 7722834800 2025-05-07 1 1 BRITT W FRANK P00115391 7722190220 2025-05-05 2023 2025-03-06 01:10:19Z CAROL HOUWAART-DIEZ POST OFFICE BOX 362 STUART FL 34995 16406851 0 X WWW.UNITEDWAYMARTIN.ORG X 2005 FL THE UNITED WAY OF MARTIN COUNTY FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY UNIQUELY POSITIONED TO ACCEPT LEGACY GIFTS AND BUILD AN ENDOWMENT FUND TO MEET THE CURRENT AND FUTURE UNMET NEEDS IN MARTIN COUNTY. 8 8 0 10 0 0 702620 103707 0 0 290784 538158 15415 6671 1008819 648536 10000 10000 0 0 45216 46289 0 0 146589 91198 100300 146414 156589 862405 491947 7555772 8214144 19502 21628 7536270 8192516 THE UNITED WAY OF MARTIN COUNTY FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY UNIQUELY POSITIONED TO ACCEPT LEGACY GIFTS AND BUILD AN ENDOWMENT FUND TO MEET THE CURRENT AND FUTURE UNMET NEEDS IN MARTIN COUNTY. 0 0 10000 10000 GRANTS AND AWARDS FROM ENDOWED GIFTS 10000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CAROL HOUWAART-DIEZ 7722834800 PO BOX 362 STUART FL 34995 CHARLES R CLEAVER DIRECTOR 2.00 X 0 0 0 ROBERT WEISSMAN EX OFFICIO 2.00 X 0 0 0 THOMAS CAMPENNI DIRECTOR 2.00 X 0 0 0 RANDY PENNINGTON DIRECTOR 2.00 X 0 0 0 STEPHEN A PINNACOLI IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 DENNIS LONGSTREET CHAIR 2.00 X X 0 0 0 GREGORY R NUTTALL TREASURER 2.00 X X 0 0 0 BETSY HEROLD DIRECTOR 2.00 X 0 0 0 PHIL WINTERCORN VICE CHAIR 2.00 X 0 0 0 CAROL HOUWAART-DIEZ SECRETARY 4.00 46.00 X 0 157656 42411 THERESA SCHINEIS VP FINANCE 6.00 39.00 X 0 95711 26109 0 253367 68520 0 0 1 0 0 103707 103707 291449 291449 15991195 15744486 246709 246709 246709 20500 13829 6671 6671 648536 0 0 544829 10000 10000 37000 37000 6667 6667 2622 2622 6900 6900 305 305 143 143 3024 3024 SHARED FUNDRAISING EXPE 48829 48829 PROFESSIONAL SERVICES & 29396 29396 CAMPAIGN & FUNDRAISING 13484 13484 LEASE EXPENSE 3508 3508 -5289 -5289 156589 10000 0 146589 70410 89 946003 924527 285827 169435 2452 2366 6251080 7117727 7555772 8214144 19502 21628 19502 21628 X 1923299 3132261 5612971 5060255 7536270 8192516 7555772 8214144 491947 164299 0 X X 0 1 X 1 0 X X X 1 UNITED WAY OF MARTIN COUNTY INC 237273540 10 1 10000 0 1 10000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7536270 124207 702457 170418 8192516 6346806 723435 617843 151814 7536270 6464874 724782 -833393 9457 6346806 5007728 833229 1050495 72281 354297 6464874 4876558 198050 183020 33970 215930 5007728 0.38000 0.60000 0.02000 0 0 0 X 826664 164299 13829 178128 648536 0 648536 170418 13829 13829 156589 0 156589 Part X, Line 2: THE ORGANIZATION HAS ADOPTED ACCOUNTING POLICIES FOR UNCERTAINTY IN INCOME TAX POSITIONS. THE POLICIES FOLLOW ACCOUNTING GUIDANCE WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS INCOME TAX RETURNS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS FOR JUNE 30,2023, 2022 AND 2021 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENNUE SERVICE. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS, MANAGMENT BELIEVES THAT ANY ESTIMATES ARE APPROPRIATELY BASED ON CURRENT FACTS AND CIRCUMSTANCES. Part XI, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES 13,829. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES TO SCHEDULE G 13,829. LANGFORD AWARDS RECEPTION 20500 20500 11340 2489 20500 20500 11340 2489 13829 6671 1 UNITED WAY OF ST LUCIE COUNTY 4800 SOUTH US HIGHWAY 1 FORT PIERCE FL 34982 596212157 501(c)(3) 10000 0 GENERAL SUPPORT/LICHTENBERGER ENDOWMENT 1 0 0 0 0 0 0 0 0 0 CAROL HOUWAART-DIEZ SECRETARY 0 157656 0 0 0 0 0 0 0 42411 0 200067 0 0 Part I, Line 3 METHODS USED TO DETERMINE COMPENSATION PAID THROUGH RELATED ORGANIZATION INCLUDE DETERMINATION THROUGH A COMPENSATION COMMITTEE AND APRROVAL BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION AND THE PRESIDENT/CEO OF THE SUPPORTED ORGANIZATION, UNITED WAY OF MARTIN COUNTY, INC, AND APPROVED BY THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED. Form 990, Part VI, Section B, line 12c ANNUALLY, ALL BOARD AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED CONFLICT OF INTEREST FORM. ALL SUBMISSIONS ARE REVIEWED FOR ANY POTENTIAL CONFLICTS. MEMBERS WITH CONFLICTS MUST RECUSE THEMSELVES FROM ANY RELATED ACTION OR VOTE. Form 990, Part VI, Section C, line 19 THE ORGANIZATION WILL PROVIDE UPON REQUEST A COPY OF FORM 1023 AND FORM 990 TO ANY INDIVIDUAL OR ORGANIZATION. THE COPIES ARE PROVIDED WITHIN A REASONABLE PERIOD OF TIME FROM INITIAL REQUEST. FORM 990 IS ALSO AVAILABLE ON THE UNITED WAY WEBSITE AT WWW.UNITEDWAYMARTIN.ORG. Form 990, Part XII, Line 2c: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF ITS INDEPENDENT ACCOUNTANTS. UNITED WAY OF MARTIN COUNTY INC PO BOX 362 STUART FL 34995 237273540 FUND RAISING & FUND DISTRIBUTION ORGANIZATION FL 501(C)(3) Line 11 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 ALL TRANSACTIONS LESS THAN 50000