2025-05-15T12:15:01-05:00 2024-06-30 454084437 WARREN AVERETT LLC 36474C EMERALD COAST PKWY SUITE 3301 DESTIN FL 32541 990 2023-07-01 590972293 UNITED WAY EMERALD COAST UNIT 8502430315 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 KELLY JASEN CEO 8502430315 2025-05-08 1 0 LORI K KELLEY CPA P00111278 8508370398 2025-05-08 2023 2025-03-06 01:10:19Z 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 1297368 0 X WWW.UNITED-WAY.ORG X 1957 FL UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES. 21 21 14 3465 0 0 1420540 1264258 7950 7650 2889 7182 33741 14359 1465120 1293449 472089 385344 0 0 457712 463873 0 0 126932 485811 422061 1415612 1271278 49508 22171 1697049 1654098 737766 672644 959283 981454 X OUR MISSION IS TO UNITE PEOPLE WITH RESOURCES TO IMPROVE THE QUALITY OF LIFE IN OKALOOSA AND WALTON COUNTIES. 0 0 688527 385344 UWEC FACILITATES A COMMUNITY INVESTMENT PROCESS TO DISTRIBUTE UNDESIGNATED DONOR CONTRIBUTIONS TO NON-PROFITS SERVING OKALOOSA AND WALTON COUNTIES IN THE AREAS OF HEALTH, EDUCATION, AND ECONOMIC MOBILITY. TRAINED VOLUNTEERS REVIEW GRANT APPLICATIONS AND RECOMMEND FUNDING LEVELS TO UWEC'S BOARD OF DIRECTORS. IN THE REPORTING YEAR, THE BOARD OF DIRECTORS APPROVED FUNDING TO 23 PROGRAMS. THE AMOUNTS ALLOCATED TO THESE AGENCIES RANGED FROM $5,000 TO $32,411. SERVICES PROVIDED BY THESE AGENCIES INCLUDE HUNGER RELIEF PROGRAMS, MEDICAL CARE, HIGH-QUALITY CHILDCARE AND LEARNING, AND EMERGENCY SHELTER OR HOUSING SUPPORTS. 235110 UWEC'S WOMEN UNITED ENGAGES DONORS IN UWEC'S WORK TO STRENGTHEN OKALOOSA AND WALTON COUNTIES. WOMEN UNITED SUPPORT UWEC THROUGH PHILANTHROPIC EFFORTS, NETWORKING, VOLUNTEERISM, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. THEY LEAD TWO EMPOWHER WORKSHOPS A YEAR, PROVIDING MENTAL HEALTH SERVICES AND SUPPORTS TO HIGH SCHOOL STUDENTS. THEY ALSO BUILT CRISIS KITS WHICH WERE SHARED WITH MENTAL HEALTH COUNSELORS AT 10 TITLE I SCHOOLS, PROVIDING CRITICAL RESOURCES TO SUPPORT STUDENTS DURING CHALLENGING TIMES. 146243 UWEC LEADS SEVERAL VOLUNTEER PROGRAMS TO ENGAGE INDIVIDUALS, COMPANIES, AND GROUPS IN MEANINGFUL SERVICE OPPORTUNITIES. FROM ONE DAY EVENTS, SUCH AS DAY OF CARING, TO ONGOING OPPORTUNITIES THROUGH RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP), OR READINGPALS, MORE THAN 3,500 VOLUNTEERS WERE PLACED WITHIN UWEC PROGRAMS, AT OTHER NON-PROFITS, AND SCHOOLS TO PREPARE CHILDREN FOR LIFELONG LEARNING, PROVIDE NUTRITION PROGRAMS, AND SUPPORT MENTAL HEALTH SERVICES. RENTAL INCOME AT LESS THAN FAIR MARKET VALUE FROM A SUPPORTED ORGANIZATION AND OTHER PROGRAM RELATED INCOME. 1069880 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 5 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X THE ORGANIZATION 8502430315 112 TUPELO AVENUE FORT WALTON BEACH FL 32548 THOMAS EVERIDGE CHAIR 0.25 X X 0 0 0 JASON FULGHUM IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 KIM COX SECRETARY 0.25 X X 0 0 0 MATTHEW ZASADA TREASURER/VICE-CHAIR 1.00 X X 0 0 0 SHEILA FITZGERALD IMPACT CHAIR 0.25 X X 0 0 0 ROBIN SHAW IMPACT VICE CHAIR 0.25 X X 0 0 0 SAMANTHA SMITH COMMUNITY IMPACT CHAIR 0.25 X X 0 0 0 ALAN GIESEMAN BOARD MEMBER 0.25 X 0 0 0 ALEXIS TIBBETTS BOARD MEMBER 0.25 X 0 0 0 BERNARD JOHNSON BOARD MEMBER 0.25 X 0 0 0 CAROLINE BURRIS BOARD MEMBER 0.25 X 0 0 0 JENNI BRUNSON BOARD MEMBER 0.25 X 0 0 0 STEVE HORTON BOARD MEMBER 0.25 X 0 0 0 TRACY JOHNSON BOARD MEMBER 0.25 X 0 0 0 CLINT ADEN BOARD MEMBER 0.25 X 0 0 0 DARRA FLANAGAN BOARD MEMBER 0.25 X 0 0 0 HONG POTOMSKI BOARD MEMBER 0.25 X 0 0 0 JESSICA LEAVINS BOARD MEMBER 0.25 X 0 0 0 LAURIE GUZMAN BOARD MEMBER 0.25 X 0 0 0 PAMELA CLARKE BOARD MEMBER 0.25 X 0 0 0 SUSAN RIMSA BOARD MEMBER 0.25 X 0 0 0 KELLY JASEN PRESIDENT & CEO 48.00 X X 87318 0 0 87318 0 0 0 0 0 0 0 18021 1246237 72451 1264258 RENTAL INCOME 531120 7650 7650 7650 3641 3641 7460 3919 3541 3541 3541 0 18021 0 0 BAD DEBT RECOVERY 900099 14359 14359 14359 1293449 25550 0 3641 385344 385344 87318 70790 5785 10743 323725 262450 21446 39829 22578 19656 1023 1899 30252 25234 1756 3262 51752 34659 6720 10373 32375 24944 7431 160199 110355 19938 29906 39426 32364 3531 3531 17458 14102 1343 2013 16332 11354 1991 2987 10035 9032 502 501 16297 12348 1580 2369 FINANCIAL ASSISTANCE 21213 21213 REPAIRS AND MAINTENANCE 21160 15966 2597 2597 DUES 17709 8855 3542 5312 TELEPHONE 10099 7091 1203 1805 8006 4123 1509 2374 1271278 1069880 74466 126932 570700 1040596 431288 118318 546558 233609 127026 434818 300269 148503 134549 1697049 1654098 435145 31042 380000 288188 244169 14433 17433 737766 672644 X 288867 287357 670416 694097 959283 981454 1697049 1654098 22171 0 X 0 1 X 1 0 X 1179657 1035157 1079084 1308956 1264258 5867112 1179657 1035157 1079084 1308956 1264258 5867112 5287 5861825 11221 8724 12065 10839 11291 54140 3922 42 3110 7317 14391 5935643 0.98760 0.90810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 45743 45743 45743 45743 45656 87 45743 44082 1574 45656 56000 56000 342386 278227 64159 36432 22042 14390 134549 ACCRUED WAGES 14433 ACCRUED EXPENSES 3000 17433 X 1271054 0 1271054 22395 22395 1293449 1248883 0 1248883 22395 22395 1271278 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED AN EXEMPTION FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AS A NOT-FOR-PROFIT CORPORATION. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE DISCLOSURE OR ACCRUAL IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL TAX PURPOSES, THE INFORMATION RETURNS FILED REMAIN OPEN TO POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 18,854. GAINS ON SALE OF ASSETS 3,541. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 18,854. GAIN ON SALE OF ASSETS 3,541. DONOR NETWORK 18021 18021 18021 18021 1 AMIKIDS EMERALD COST 207 4TH STREET SE FORT WALTON BEACH FL 32548 593531532 501(C)3 0 10076 GENERAL SUPPORT ARC OF THE EMERALD COAST (HORIZONS) 123 TRUXTON AVE FORT WALTON BEACH FL 32547 999999999 501(C)3 0 20095 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHWEST FLORIDA INC 1320 CREIGHTON ROAD PENSACOLA FL 32504 592996893 501(C)3 0 12737 GENERAL SUPPORT BOYS AND GIRLS CLUBS OF THE EEMERALD COAST INC 923 DENTON BOULEVARD NW FORT WALTON BEACH FL 32547 591267050 501(C)3 0 33091 GENERAL SUPPORT CATHOLIC CHARITIES 11 FIRST STREET SE FORT WALTON BEACH FL 32547 593213644 501(C)3 0 15152 GENERAL SUPPORT CRESTVIEW AREA SHELTER FOR THE HOMELESS 120 GUGGAN AVE CRESTVIEW FL 32536 999999999 501(C)3 0 15000 GENERAL SUPPORT CROSSROADS CENTER INC 444 VALPARAISO PKWY BLDG C VALPARAISO FL 32580 205518720 501(C)3 0 20000 GENERAL SUPPORT EARLY LEARNING COALITION OF THE EMERALD COAST 1130 N EGLIN PARKWAY SHALIMAR FL 32579 311745051 501(C)3 0 27088 GENERAL SUPPORT ELDER SERVICES OF OKALOOSA COUNTY 207 HOSPITAL DR NE FORT WALTON BEACH FL 32548 999999999 501(C)3 0 21351 GENERAL SUPPORT EMERALD COAST CHILDREN'S ADVOCACY 401 MCEWEN DR NICEVILLE FL 32578 593454168 501(C)3 0 20772 GENERAL SUPPORT EMERALD COAST SCIENCE CENTER 31 MEMORIAL PKWY SW FORT WALTON BEACH FL 32548 593317924 501(C)3 0 8627 GENERAL SUPPORT FEEDING THE GULF COAST 5248 MOBILE SOUTH ST THEODORE AL 36582 630821997 501(C)3 0 6363 GENERAL SUPPORT HABITAT FOR HUMANITY - OKALOOSA 595 N FERDON BLVD CRESTVIEW FL 32536 593066029 501(C)3 0 9703 GENERAL SUPPORT HABITAT FOR HUMANITY - WALTON US 98 W SANTA ROSA BEACH FL 32459 593380235 501(C)3 0 25000 GENERAL SUPPORT HEALING HOOF STEPS 3942 JACE DR CRESTVIEW FL 32539 471954864 501(C)3 0 8000 GENERAL SUPPORT MATRIX COMMUNITY OUTREACH CENTER 37 STATE HIGHWAY 83 DEFUNIAK SPRINGS FL 32433 473295501 501(C)3 0 21346 GENERAL SUPPORT PEARL PROJECT INC 625 NE 12TH AVE OCALA FL 34470 999999999 501(C)3 0 12451 GENERAL SUPPORT POINT WASHINGTON MEDICAL CLINIC 1290 N COUNTY HIGHWAY 395 SANTA ROSA BEACH FL 32549 831125021 501(C)3 0 28712 GENERAL SUPPORT UNITED METHODIST CHILDRENS HOME 428 MCLAUGHLIN AVE CRESTVIEW FL 32536 630302145 501(C)3 0 16200 GENERAL SUPPORT WESTERWOOD RANCH 4390 STATE HIGHWAY 20 W FREEPORT FL 32539 821221167 501(C)3 0 25000 GENERAL SUPPORT PART I, LINE 2: AGENCIES ARE REQUIRED TO APPLY ANNUALLY FOR GRANT FUNDS. IN THEIR APPLICATIONS, THEY STATE THEIR ANTICIPATED USE OF THE FUNDS AND PROVIDE THEIR FORM 990 FOR REVIEW. THEY ALSO PRESENT AN ORAL STATEMENT TO A COMMITTEE AS TO HOW THE FUNDS ARE BEING SPENT FROM THE PREVIOUS CAMPAIGN AND THEIR INTENTIONS FOR THE NEXT CAMPAIGN. KIM COX RELATED PARTY KIM COX IS A BOARD MEMBER OF THE ORGANIZATION AND IS ALSO AN OFFICER AT UNITED FEDILITY BANK. THE ORGANIZATION HAS FOUR ACCOUNTS WITH A BALANCE OF $341,267. AS OF JUNE 30, 2024 BEING HELD AT THIS BANK. 0 X VENUE FEES/DECOR 7 41002 X SUPPLIES/PRIZE GIVEAWAYS 36 15909 X PROFESSIONAL & ARTISTIC SERVICES 15 15540 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE RIGHT TO ELECT BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE/EXECUTIVE COMMITTEE FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CIRCULATED ANNUALLY TO THE BOARD OF DIRECTORS AND THE FUND DISTRIBUTION COMMITTEE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CHIEF EMPLOYED EXECUTIVE INCLUDES (1)REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION, (2)USE OF DATA FROM THE UNITED WAY OF AMERICA FOR METRO 3'S AS TO COMPARABLE COMPENSATION, AND (3)CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE ON THE WEBSITE.