2025-05-13T17:04:08-05:00 2024-06-30 WITHUMSMITHBROWNPC 200 S ORANGE AVESTE 1200 ORLANDO FL 328013400 990 2023-07-01 590836384 UNITED WAY OF BREVARD COUNTY INC % UNITED WAY OF BREVARD COUNTY UNIT 3216312740 1100 rockledge blvd Suite 300 rockledge FL 32955 CARON PARTRIDGE PRESIDENT 3216312740 2025-05-15 true true ERIK A HALLUSKA CPA P01954172 4078491569 2023 2025-03-06 01:10:19Z CARON PARTRIDGE 1100 rockledge blvd ste 300 rockledge FL 32955 9425438 false X www.uwbrevard.org X 1957 FL UNITED WAY IS THE TRUSTED COMMUNITY SOURCE THAT MOBILIZES OUR COMMUNITY TO CARE. ULTIMATELY THIS CREATES A STONGER ECONOMY AND A BETTER PLACE TO LIVE FOR ALL. (see schedule O) 45 44 43 1409 0 0 8164842 7629289 0 0 214232 197603 22694 1948 8401768 7828840 3720408 3020218 0 0 2115391 1940191 0 0 572259 1395138 1237822 7230937 6198231 1170831 1630609 8513177 9379481 3718138 3283335 4795039 6096146 X TO BE BREVARD'S LEADER IN MOBILIZING THE CARING POWER OF OUR COMMUNITY. false true 3149227 2418838 UNITED WAY OF BREVARD PARTNER AGENCIES ARE A DIVERSE GROUP OF HEALTH AND HUMAN SERVICE PROVIDERS WHO PROVIDE CRITICAL SERVICES TO OUR COMMUNITY. 1447656 115525 HEALTHY FAMILIES BREVARD IS A PROGRAM DESIGNATED TO PREVENT CHILD ABUSE AND NEGLECT AND PROMOTE HEALTHY CHILD DEVELOPMENT. 526831 485855 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS (HOPWA) SUPPORTS LONG-TERM SOLUTIONS TO HOUSING CHALLENGES OF ELIGIBLE PERSONS BY PROVIDING FUNDING FOR EMERGENCY AND TEMPORARY HOUSING NEEDS OF PERSONS WITH HIV/AIDS. FUNDING PROVIDED CRITICAL SERVICES TO IMPROVE ACCESS TO HIV TREATMENT AND HEALTHCARE AND REDUCED THE RISK OF HOMELESSNESS AMONG PEOPLE LIVING WITH HIV/AIDS. UNITED WAY OF BREVARD DISTRIBUTED THESE FUNDS TO AGENCIES SERVING THE ENTIRE COUNTY AND PERFORMED ALL REPORTING TO THE FL DEPARTMENT OF HEALTH. UNITED WAY OF BREVARD WAS ALSO RESPONSIBLE FOR THE MONITORING OF SUBCONTRACTORS PROVIDING DIRECT SERVICE. 5123714 true true false false false false false false false true true false false false true true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 118 0 true 43 true false false false false false false false false false false false false X 45 44 false false false false true true true true true false false true true true true true true true true false FL X X X UNITED WAY OF BREVARD COUNTY 3216312740 1100 ROCKLEDGE BLVD SUITE 300 rockledge FL 32955 Caron Partridge President 40.0 0.0 X X 157946 0 16025 Robert Rains Past President 40.0 0.0 X 161016 0 3286 Emily Orndorff Chief Operating Officer 40.0 0.0 X 78238 0 5994 Bart Gaetjens Board Chair 0.8 0.0 X X 0 0 0 Jackie Barker Board Chair-Elect 0.8 0.0 X X 0 0 0 Timothy Antonition 2023 Campaign Chair 0.8 0.0 X X 0 0 0 Moses Harvin II Vice Chair/Community Impact 0.8 0.0 X X 0 0 0 Johnette Gindling Vice Chair/Grant-Contract Over 0.8 0.0 X X 0 0 0 Robb Morrison Treasurer 0.8 0.0 X X 0 0 0 Lynda Weatherman Past Board Chair 0.8 0.0 X X 0 0 0 Laurie Cappelli Member at Large 0.5 0.0 X 0 0 0 Jason Fleischman Member at Large 0.5 0.0 X 0 0 0 Louis Wilson Member at Large 0.5 0.0 X 0 0 0 Ron Capasso DIRECTOR 0.5 0.0 X 0 0 0 Dr Kristopher Doan Director 0.5 0.0 X 0 0 0 Lindsay Aviles Director 0.5 0.0 X 0 0 0 Randy Coleman Director 0.5 0.0 X 0 0 0 Dr Randy Fletcher Director 0.5 0.0 X 0 0 0 Mara Bellaby Director 0.5 0.0 X 0 0 0 Wes Covell Director 0.5 0.0 X 0 0 0 Ron Fortson MEMBER AT LARGE 0.5 0.0 X 0 0 0 Dennis Broughton Director 0.5 0.0 X 0 0 0 Pam Davis Director 0.5 0.0 X 0 0 0 Christy Galzerano Director 0.5 0.0 X 0 0 0 Misty Marot Director 0.5 0.0 X 0 0 0 Robert Perers Director 0.5 0.0 X 0 0 0 Dr Christopher McAlpine Director 0.5 0.0 X 0 0 0 Travis Proctor Director 0.5 0.0 X 0 0 0 Michele Goodwin Director 0.5 0.0 X 0 0 0 Mark Mikolajczyk Director 0.5 0.0 X 0 0 0 Therrin Protze Director 0.5 0.0 X 0 0 0 Dr Mark J Rendell Director 0.5 0.0 X 0 0 0 Dr Summerpal Kahlon Director 0.5 0.0 X 0 0 0 Michele Murrell Director 0.5 0.0 X 0 0 0 Cordell Rolle Director 0.5 0.0 X 0 0 0 Scott Larese Director 0.5 0.0 X 0 0 0 Mark Nappi Director 0.5 0.0 X 0 0 0 Summit Shah Director 0.5 0.0 X 0 0 0 Lorna Kenna Director 0.5 0.0 X 0 0 0 Dr John Nicklow Director 0.5 0.0 X 0 0 0 Suzanne Sherman Director 0.5 0.0 X 0 0 0 Jerry Mamrol Director 0.5 0.0 X 0 0 0 Steve Owens Director 0.5 0.0 X 0 0 0 Dr Dedra Sibley Director 0.5 0.0 X 0 0 0 David Smith Director 0.5 0.0 X 0 0 0 Linda Stout Director 0.5 0.0 X 0 0 0 Kirsten Wilkers Director 0.5 0.0 X 0 0 0 397200 0 25305 2 false true false 0 5404714 1642997 581578 312822 7629289 0 197229 197229 0 0 0 0 0 1539471 1539097 374 374 374 27950 57501 -29551 -29551 0 0 0 0 0 0 ADMINISTRATIVE SERVICE FEE 561000 24499 24499 OTHER INCOME 900099 7000 7000 31499 7828840 31499 168052 3020218 3020218 0 0 0 418287 271926 71783 74578 0 1122932 709268 198691 214973 67301 43985 7512 15804 211283 152625 23582 35076 120388 86965 13437 19986 0 0 14375 14375 0 0 21818 21818 290436 131351 99476 59609 68533 10695 2960 54878 39500 28299 5871 5330 74373 56538 6780 11055 0 184615 130310 17847 36458 38935 33006 1722 4207 0 0 0 95335 74232 6135 14968 3260 2403 220 637 26033 18505 3806 3722 IN-KIND EXPENSES 322974 322974 STAFF & VOLUNTEER DEVEL. 26947 16367 697 9883 DUES AND SUBSCRIPTIONS 12362 7093 1044 4225 EQUIP. LEASES & MAINTENANCE 5689 3755 1400 534 12637 3199 3102 6336 6198231 5123714 502258 572259 X 567712 1455821 588584 375352 1724446 1595808 315898 234610 0 0 0 0 0 0 16325 6888 36543 16554 89880 62588 4482 27292 3072555 5347316 0 0 0 0 0 0 2186632 319840 8513177 9379481 118823 161263 0 0 0 0 0 0 0 0 0 0 0 0 508078 0 3091237 3122072 3718138 3283335 X 4155775 5666771 639264 429375 4795039 6096146 8513177 9379481 X 1630609 307481 -636983 X false true X true true true X 8320072 14420206 8254300 8164842 7629290 46788710 0 0 8320072 14420206 8254300 8164842 7629290 46788710 10606949 36181761 167121 106224 163508 214232 197229 848314 0 59799 49231 58791 91370 59449 318640 47955664 0.75448 0.96830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1265333 4018 124077 5742 1387686 966764 264901 38410 4742 1265333 782624 216242 -32102 966764 632474 278532 -128382 782624 512874 161115 -41515 632474 1.00000 false false 43471 16179 27292 46409 46409 27292 0 BOARD-APPROVED AGENCY PAYABLE 2436800 OPERATING LEASE LIABILITY 314866 DONOR DESIGNATIONS PAYABLE 220579 PASS-THROUGH DESIGNATIONS 149827 3122072 X 7816284 307481 -298219 9262 7807022 21818 21818 7828840 6515177 338764 338764 6176413 21818 21818 6198231 Schedule D, Part X, line 2 UWBC is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and from Florida income tax under Chapter 220 of the Florida Statutes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. GAAP prescribes requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by the UWBC in its tax returns. UWBC's status as an exempt organization is defined as an income tax position under these requirements. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by UWBC in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that UWBC has any material uncertain tax positions at June 30, 2024. In the event interest and penalties were due relating to an unsustainable tax position, they would be treated as a component of income tax expense. No interest or penalties were due for the year ended June 30, 2024. Schedule D, Part XI, line 2d In-kind Professional fees - $338,764 DONOR DESIGNATIONS RECEIVED - ($636,983) Total ($298,219) Schedule D, Part V, line 4 UWBC has a spending policy that governs the rate at which funds are transferred from the endowment to the operating fund. The ordinary income from interest and dividends as well as gains in investments from the endowment fund may be distributed as deemed prudent to carry out programs for persons then present in or living in Brevard County, Florida. Transfers were made in accordance with the aforementioned spending policy. The board of directors has responsibility to manage the utilization of the endowment funds. Schedule D, Part XII, line 2d In-kind Professional fees - $338,764 event income 27950 27950 10686 9676 37139 0 27950 27950 10686 9676 37139 57501 -29551 true Aging Matters in Brevard 3600 West King Street Cocoa FL 32926 591110325 501(C)(3) 238158 DESG/Allocations Early Learning Coalition of Brevard County 2671 W Eau Gallie BLVD Melbourne FL 32935 593651961 501(C)(3) 233732 DESG/Allocations 2-1-1 Brevard PO Box 561627 Rockledge FL 32956 591897447 501(C)(3) 180557 DESG/Allocations Central Brevard Sharing Center 113 Aurora Street Cocoa FL 32922 591839108 501(C)(3) 168417 DESG/Allocations Boys & Girls Clubs of Central Florida 101 East Colonial Drive Orlando FL 32801 590951887 501(C)(3) 151302 DESG/Allocations Brevard Achievement Center 1845 Cogswell Street Rockledge FL 32955 591203280 501(C)(3) 115698 DESG/Allocations North Brevard Charities Sharing Center 4475 South Hopkins AVE Titusville FL 32780 593079635 501(C)(3) 115223 DESG/Allocations Second Harvest Food Bank of Central Florida 411 Mercy Drive Orlando FL 32805 592142315 501(C)(3) 104209 DESG/Allocations Women's Center of Brevard 1425 Aurora Road Melbourne FL 32935 591628264 501(C)(3) 95976 DESG/Allocations The Children's Hunger Project 26 Forest Avenue Cocoa FL 32922 364686823 501(C)(3) 94197 DESG/Allocations United Way of Broward County 1300 S Andrews Ave Fort Lauderdale FL 333161838 590624402 501(C)(3) 80471 Designations Brevard Alzheimers Foundation 4676 North Wickham Road Melbourne FL 32935 593369526 501(C)(3) 78100 DESG/Allocations The Salvation Army of South Brevard County 1080 South Hickory St Melbourne FL 32901 580660607 501(C)(3) 77106 DESG/Allocations Club Esteem 3316 South Monroe St Melbourne FL 32901 593317831 501(C)(3) 75742 DESG/Allocations Lifetime Counseling Center 505 Brevard Ave Suite 106 Cocoa FL 32922 592432318 501(C)(3) 72703 DESG/Allocations Neighbor Up Brevard Formerly BNDC 1151 Masterson Street Melbourne FL 32935 593483505 501(C)(3) 66532 DESG/Allocations American Red Cross-Chapter 10022 Space Coast 8245 Deveraux DrIVE Melbourne FL 32940 530196605 501(C)(3) 66225 DESG/Allocations Crosswinds Youth Services 1407 Dixon Boulevard Cocoa FL 32922 237376943 501(C)(3) 66033 DESG/Allocations Big Brothers Big Sisters of Central Florida 618 East South Street Orlando FL 32801 596555007 501(C)(3) 61515 DESG/Allocations AMIkids Space Coast The Melbourne Center for Perso 1000 Inspiration Lane Melbourne FL 32934 592869412 501(C)(3) 61136 DESG/Allocations Serene Harbor PO Box 100039 Palm Bay FL 329100039 593115093 501(C)(3) 55067 DESG/Allocations The Arc of Space Coast 1694 Cedar Street Rockledge FL 32955 590905505 501(C)(3) 53588 DESG/Allocations Space Coast Discovery Academy of Promising Future 3790 Dairy Road Melbourne FL 32904 592858471 501(C)(3) 53042 DESG/Allocations The Salvation Army Brevard County Domestic Violenc PO Box 940 Cocoa FL 32923 580660607 501(C)(3) 52444 DESG/Allocations Catholic Charities of Central Florida 1819 North Semoran BLVD Orlando FL 32807 591214353 501(C)(3) 46715 DESG/Allocations HFH Supportive Housing 1490 Dignity Circle Cocoa FL 32922 592981409 501(C)(3) 44720 DESG/Allocations Children's Advocacy Center of Brevard 1100 Rockledge BLVD Rockledge FL 32955 592432318 501(C)(3) 44013 DESG/Allocations Brevard County Legal Aid 1037 Pathfinder Way Rockledge FL 32955 591301750 501(C)(3) 40000 Allocations Childrens Home Society of FL- Brevard 1403 Dixon Boulevard Cocoa FL 32922 590192430 501(C)(3) 38471 DESG/Allocations Project Response 378 N Babcock St Melbourne FL 32935 593036563 501(C)(3) 37873 DESG/Allocations STEPS 1033 N Pine Hills Road Orlando FL 32808 630836930 501(C)(3) 33553 DESG/Allocations Grandparents Raising Grandchildren of Brevard Coun 123 Barton BLVD Rockledge FL 32955 593712039 501(C)(3) 32797 DESG/Allocations New Life Mission PO Box 362203 Melbourne FL 32936 261686406 501(C)(3) 31259 DESG/Allocations The Childrens Center 5650 S Washington Ave Titusville FL 32780 593074052 501(C)(3) 30205 DESG/Allocations Junior Achievement of the Space Coast 1275 S Patrick Dr Satellite Beach FL 32937 592461562 501(C)(3) 22293 DESG/Allocations United Way Of Volusia-Flagler Counties 1530 Cornerstone BLVD Daytona Beach FL 32117 591099774 501(C)(3) 18893 Designations The Salvation Army North Central Brevard Corps 919 West Peachtree StreeT Cocoa FL 32922 580660607 501(C)(3) 17549 DESG/Allocations Brevard Zoo East Coast Zoological Society of FL 8225 North Wickham Road Melbourne FL 32940 592496749 501(C)(3) 16000 DESG/Allocations Rolling Readers Space Coast 101 Pirate Lane Melbourne FL 32901 593755192 501(C)(3) 15136 DESG/Allocations Family Promise of Brevard Inc 114 First Street Cocoa FL 32922 331170962 501(C)(3) 15101 DESG/Allocations National Veterans Homeless Support 1436 West King StreeT Cocoa FL 32922 352330290 501(C)(3) 13130 DESG/Allocations Links of Hope 3735 N Indian River Dr Cocoa FL 32926 010553077 501(C)(3) 12161 DESG/Allocations Girl Scouts of Citrus Council 341 North Mills Avenue Orlando FL 32803 590696293 501(C)(3) 12132 DESG/Allocations United Way of Miami-Dade 3250 SW Third Avenue Miami FL 331292712 590830840 501(C)(3) 12055 DESG/Allocations University of Connecticut Foundation 2390 Alumni Drive Storrs CT 06268 066070722 501(C)(3) 9633 Designations Boy Scouts of America Central Florida Council 1951 S Orange Blossom Trail Apopka FL 32703 590624376 501(C)(3) 9285 Designations Computers Advancing Education 3000 Jolly Street Titusville FL 32780 753130752 501(C)(3) 9000 DESG/Allocations National Technical Association 1686 Marywood Road Melbourne FL 32934 521699722 501(C)(3) 8000 DESG/Allocations Brevard Schools Foundation 2700 Judge Fran Jamieson Way Viera FL 32940 592895155 501(C)(3) 7788 Designations Health First Foundation 1350 South Hickory St Melbourne FL 32901 593528774 501(C)(3) 7750 Designations Heart of Florida United Way 1940 Traylor BLVD Orlando FL 328044714 590808854 501(C)(3) 7167 Designations Palm Bay Firefighters Community Benevolent 1465 Georgia Street Palm Bay FL 32907 274590150 501(C)(3) 7052 Designations Promise Inc Promise In Brevard 4105 Norfolk PKWY West Melbourne FL 32904 900520600 501(C)(3) 6163 Designations Candlelighters Of Brevard 436 Fifth Avenue Indialantic FL 32903 593068501 501(C)(3) 5492 Designations 54 Part I, line 2 - Procedures for monitoring the use of grant funds 1. AGENCY ALLOCATIONS: MEMBER AGENCIES THAT RECEIVE AN ALLOCATION SUBMIT AN ANNUAL PROGRAM NARRATIVE AND BUDGET. EACH AGENCY UNDERGOES A SITE VISIT BY UNITED WAY OF BREVARD STAFF AND VOLUNTEERS TO REVIEW THE FUNDED PROGRAM(S). AGENCIES ALSO SUBMIT A MID-YEAR REPORT AND AN END-OF-YEAR REPORT THAT DETAILS THE USE OF THE GRANT FUNDS FOR THE YEAR. 2. DONOR DESIGNATIONS: UNITED WAY OF BREVARD REQUIRES AN AGENCY TO BE CLASSIFIED AS A 501(C)(3) EXEMPT ORGANIZATION TO RECEIVE DESIGNATED FUNDS FROM DONORS. UNITED WAY OF BREVARD REQUIRES EACH DESIGNATED AGENCY TO RETURN A FORM ANNUALLY THAT PROVES THEIR 501 (C) (3) STATUS AND CERTIFY THAT THE AGENCY WILL COMPLY WITH ALL OF THE REQUIREMENTS OF THE PATRIOT ACT. X X false false false false false false false false false Robert Rains Past President 161016 0 0 0 0 0 0 0 3286 0 164302 0 0 0 Caron Partridge President 157946 0 0 0 0 0 14744 0 1281 0 173971 0 0 0 X 87035 Est. Purchase Price X 199210 Thrift Store Prices X 4 7199 Est. Purchase Price X Electonics 1 17460 Est. Purchase Price X Medical supplies 3 1917 Thrift Store Prices false false false Part I, column B THE NUMBERS IN PART I, COLUMN (B) representS the number of contributions. Form 990, part I, line 1 UNITED WAY BELIEVES THAT WHEN YOU GIVE A PERSON A CHANCE THERE IS AN OPPORTUNITY TO MAKE POSITIVE LASTING CHANGE. THAT'S WHY WE FIGHT FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON. WHEN YOU MAKE THE DECISION TO GIVE TO UNITED WAY, YOU ARE GIVING SOMEONE A CHANCE TO CHANGE THEIR LIFE. KEY HIGHLIGHTS: OUR COMMUNITY CAMPAIGN RAISED 5,130,000 FOR LOCAL HEALTH AND HUMAN SERVICE PARTNERS. TIM ANTONITION, PRESIDENT AND CEO, SPACE COAST CREDIT UNION SERVED AS OUR 2023 UNITED WAY CAMPAIGN CHAIR. GIFTS IN KIND DISTRIBUTED 312,821 WORTH OF ITEMS SUCH AS DIAPERS, CAR SEATS, HYGIENE PRODUCTS, DISASTER ITEMS AND OTHER GOODS. LOCALLY, 1409 VOLUNTEERS DONATED 5,700 HOURS TO UNITED WAY LAST YEAR, WHICH TRANSLATED TO A VALUE OF $190,923 ACCORDING TO THE POINTS OF LIGHT FOUNDATION. OUR TARGETED CARE OPTIONS INCLUDE THE FOLLOWING AREAS WHICH ALLOW A GIFT TO BE RESTRICTED TO A SPECIFIC AREA OF OUR IMPACT WORK WITH VOLUNTEER OVERSIGHT AND INPUT. HEALTH: WE BELIEVE THAT WHEN IT COMES TO HEALTH, A PERSON'S ZIP CODE SHOULDN'T BE A DETERRENT TO SUCCESS, NOR SHOULD IT BE A BARRIER TO IMPROVED HEALTH. FOR MANY INDIVIDUALS FACING DIFFICULTIES, INCLUDING SENIORS AND PERSON WITH DISABILITIES, IT IS A DAILY REALITY. BY PROVIDING PATHS TO ACCESS NUTRITIOUS FOOD AND OTHER CRITICAL SERVICES, WE HELP INDIVIDUALS, FAMILIES, SENIORS, AND PERSONS WITH DISABILITIES MAXIMIZE THEIR INDEPENDENCY AND MAINTAIN THEIR HEALTH AND WELL-BEING. EDUCATION: SUCCESS IN LIFE BEGINS WITH A QUALITY EDUCATION. YET MILLIONS OF CHILDREN LACK THE SUPPORT THEY NEED TO STRENGHTEN THEIR LITERACY, STAY ON TRACK IN SCHOOL, GRADUATE HIGH SCHOOL AND FIND A CAREER. WE SHIFT THE ODDS SO TOMORROW'S LEADERS CAN BUILD A SOLID FOUNDATION. WITH AN APPROACH TO EDUCATION THAT SPANS CRADLE TO CAREER, WE ENSURE CHILDREN GET STRONG STRARTS IN LIFE, ASSIST TEENAGERS WITH THE TOOLS TO LEARN AND GROW, AND ENABLE YOUNG ADULTS TO THRIVE IN THE JOB MARKET. OUR SUMMER FEED AND READ THIS PAST SUMMER WE SERVED 2,000 CHILDREN, DISTRIBUTED MORE THAN 9,000 BRANDNEW, FREE BOOKS AND NEARLY 11,000 TAKEHOME FOOD PACKS. OUR SECOND GRADE READING INITATIVE PROVIDED READING INCENTIVES TO SECOND GRADE CLASSROOMS AT 13 TITLE 1 SCHOOLS IN BREVARD COUNTY. FINANCIAL STABILITY: AFFORDABLE HOUSING. FINANCIAL ILLITERACY. HOMELESSNESS. IN OUR COMMUNITY, INDIVIDUALS AND FAMILIES ARE FACING FINANCIAL OBSTACLES THAT PREVENT A QUALITY OF LIFE. WE FIGHT FOR EVERY PERSON ON A PATH TOWARD FINANCIAL EMPOWERMENT. THAT STARTS WITH ACCESS TO SERVICES AND MEANINGFUL PROGRAMS.THROUGH MENTORING, FINANCIAL WORKSHOPS, PROVIDING INDIVIDUALS WITH JOB-SKILLS TRAINING AND SECURING HOUSING FOR STRUGGLING FAMILIES, WE ARE HELPING PEOPLE GET BACK ON THEIR FEET. OUR FINANCIAL WELLNESS CLASSES ARE FREE TO THE COMMUNITY AND HELPED OVER 100 PEOPLE LAST YEAR. PARTICIAPTANTS LEARN HOW CREDIT CARDS, CREDIT SCORES AND CREDIT REPORTS CAN HAVE AN IMPACT ON YOUR FINANCIAL GOALS, HOW TO CREATE A THREE STEP SPENDING PLAN, HOW TO MANAGE DEBT AND CREDIT AND HOW TO PLAN FOR RETIREMENT. OUR VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VOLUNTEERS PREPARED 1287 TAX RETURNS FOR LOW TO MODERATE INCOME WORKERS, SAVING TAXPAYERS AN AVERAGE OF 250 PER TAX RETURN AND CREATING AN ESTIMATED COMMUNITY IMPACT OF 1M. MISSION UNITED: THIS INITIATIVE CONNECTS VETERANS AND THEIR FAMILIES WITH THE SERVICES THEY NEEDFROM SECURING A ROOF OVER THEIR HEADS, TO FINDING A STABLE JOB, TO GETTING HEALTH TREATMENT. FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS EVERY CONTRIBUTOR OF CASH DONATIONS, OR CASH EQUIVALENT, THEREBY BECOMES A MEMBER OF THE CORPORATION AND IS ENTITLED TO VOTE AT ALL MEETING OF THE MEMBERS DURING THE ANNUAL YEAR OF THE CORPORATION FOLLOWING THE CONTRIBUTION. FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS MEMBERS ARE ALLOWED TO VOTE AT THE ANNUAL MEETING. THE ANNUAL MEETING OF THE UNITED WAY OF BREVARD, INC. IS HELD FOR THE TRANSACTION OF BUSINESS AND THE ELECTION OF MEMBERS TO ITS BOARD OF DIRECTORS. IT IS HELD AT SUCH TIME AS MAY BE FIXED BY THE EXECUTIVE COMMITTEE, UPON THE CALL OF THE CHAIR OF THE BOARD, OR IN HIS/HER ABSENCE, BY THE CHAIR-ELECT OF THE SELECTED VICE CHAIR. FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE PRIMARY GOVERNANCE DECISION RESERVED TO MEMBERS IS TO ELECT BOARD MEMBERS AT THE ANNUAL MEETING. ONCE SEATED, THE BOARD ELECTS ITS OWN OFFICERS. FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 ORGANIZATION'S PROCESS TO REVIEW FORM 990 A COMPLETED DRAFT OF THE IRS FORM 990 IS EMAILED TO THE BOARD MEMBERS BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY EACH YEAR THE ETHICS POLICY (WHICH CONTAINS THE CONFLICT OF INTEREST POLICY) IS REVIEWED WITH THE BOARD OF DIRECTORS AND THE ENTIRE STAFF BY THE ETHICS OFFICER. EACH YEAR THE BOARD OF DIRECTORS AND THE ENTIRE STAFF ARE REQUIRED TO REVIEW THE POLICY, DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN A STATEMENT THAT THEY HAVE REVIEWED THE POLICY. FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL THE ORGANIZATION'S PRESIDENT RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE HR CONTRACTOR INFORMING THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS THE ORGANIZATION'S PRESIDENT RECEIVES A PERFORMANCE REVIEW EACH MAY BY THE EXECUTIVE COMMITTEE. BASED UPON THE PERFORMANCE REVIEW, THE EXECUTIVE COMMITTEE DETERMINES ANY INCREASES OR BENEFITS TO BE AWARDED. THE BOARD CHAIR THEN FORWARDS A SIGNED MEMO TO THE HR CONTRACTOR INFORMING THE APPROVED ANNUAL SALARY AND BENEFITS SO THAT ANY CHANGES CAN BE MADE IN THE ORGANIZATION'S PAYROLL REPORTING SYSTEMS. THE BOARD APPROVES THE ANNUAL BUDGET EACH YEAR THAT INCLUDES A BUDGET FOR SALARIES. THE PRESIDENT THEN REVIEWS EACH INDIVIDUAL EMPLOYEE'S SALARY AND SIGNS AN APPROVAL FOR ANY SALARY INCREASES. FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION IF A REQUEST IS MADE, UNITED WAY OF BREVARD, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR REVIEW AT ITS OFFICE LOCATED AT 1100 ROCKLEDGE BLVD, SUITE 300. Form 990, Part XI, line 9 -636,938 donor designations received. Form 990, Part III, line 3 United Way of Brevard voluntarily did not renew the contract for the Healthy Families grant for FY24-25. After an evaluation of costs and outcomes it was determined that the program no longer aligned with the strategic vision for United Way Space Coast (our brand relaunch and new DBA). We worked with the funder and the next grantee to successfully rehome the program. The program ended on 6/30/24 and was picked up by Healthy Start Brevard effective 7/1/24.