2025-10-23T17:34:20-05:00 2025-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2024-07-01 590637885 Town of Palm Beach United Way Inc TOWN 5616551919 44 Cocoanut Row M-201 Palm Beach FL 33480 Elizabeth Walton President & CEO 5616551919 2025-10-22 1 0 Scott Y Haynes P01366363 5616896000 2024 2025-03-06 01:10:19Z Elizabeth Walton 44 Cocoanut Row M-201 Palm Beach FL 33480 10516934 0 X www.palmbeachunitedway.org X 1945 FL The Town of Palm Beach United Way, Inc. is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health. 80 80 5 500 0 0 6564051 7837310 0 0 175368 909135 0 0 6739419 8746445 4684788 5970941 0 0 544112 573441 0 0 567930 644817 782526 5873717 7326908 865702 1419537 20936783 23382043 4254133 4691420 16682650 18690623 X The Town of Palm Beach United Way, Inc. is committed to building a healthy community by helping people care for one another, and investing in programs that build a better life for all by focusing on improving education, income, and health. 0 0 1771433 1608400 HELPING ADULTS ACHIEVE FINANCIAL STABILITY AND STRENGTHEN THE SAFETY NET: Investing in financial stability plays a crucial role in lifting people out of poverty. Income-based programs empower adults to secure and maintain employment, find stable housing, pay down debt, and save for the future. Financially stable adults are less likely to face homelessness, become involved in crime, or develop health issues.The Town of Palm Beach United Way has invested $1,608,400 into 29 programs in Palm Beach County, targeting key areas of need: Access to Jobs and SkillsWhile unemployment rates have decreased (continued on Schedule O)over the last decade, wages have not kept pace with the rising costs of housing and daily living. As a result, many low-income households rely on multiple jobs to make ends meet, often borrowing heavily or turning to high-cost alternatives to cover basic expenses. $200,000 was invested in 3 programs, serving 919 individuals.Food Food insecurity limited access to enough nutritious food for a healthy lifestyle affects nearly 200,000 people in Palm Beach County, including over 50,000 children. Hunger undermines child development, academic performance, and physical and mental health. $275,000 was invested in 9 programs, providing support to 71,423 individuals.Housing and Community-Based SupportMany individuals and families live on the brink of homelessness, facing complex economic and social challenges that can lead to housing instability. Emergency shelters provide critical support for those in need, offering immediate relief and connecting people to long-term resources. $713,400 was invested in 11 programs, benefiting 55,439 individuals.Domestic Violence SupportDomestic violence encompassing physical, sexual, emotional, and psychological abuse affects people of all ages, backgrounds, and socioeconomic statuses. It is a pervasive issue that requires targeted intervention to protect survivors and prevent further harm. $420,000 was invested in 6 programs, supporting 1,748 children and adults.These investments are vital in creating a safety net for adults in Palm Beach County, helping them break the cycle of poverty and build stronger, more stable futures for themselves and their families. 1640432 1477400 BUILD HEALTHIER COMMUNITIES FOR ALL: Investing in health creates a ripple effect that benefits entire communities. When residents have access to quality healthcare, they become more productive, rely less on government services, and reduce the need for expensive long-term care. Healthy children are better equipped to succeed in school, and healthy adults are more likely to maintain stable jobs or secure new employment opportunities.The Town of Palm Beach United Way made a significant impact by investing $1,477,400 into 23 programs in Palm Beach County, focusing on the following critical areas: (continued on Schedule O)Medical and Dental CareMany individuals lack health insurance or struggle to afford co-pays and prescriptions, which prevents them from improving or maintaining their health. This leads to long-term, serious health issues that affect their ability to work, go to school, or live independently. $484,500 was invested in 5 programs, providing care to 11,973 patients.Mental Health SupportMental health challenges are common, but when they evolve into ongoing conditions, they can significantly impair an individual's daily functioning. Early intervention and access to mental health services can prevent the escalation of these issues into more severe problems. $447,500 was invested in 11 programs, serving 16,078 children and adults.Substance Abuse Prevention and TreatmentSubstance abuse not only risks the health of individuals but can also lead to job loss, family breakdowns, and dangerous behaviors. Evidence shows that those who engage in treatment and recovery programs often stop using drugs, reduce criminal behavior, and improve their overall quality of life. $385,000 was invested in 2 programs, helping 555 children and adults. Support for Older Adults and CaregiversSeniors today have different needs and expectations than previous generations. They require programs that allow them to live independently while ensuring financial stability. Caregivers, too, need support to provide a stable environment for their loved ones. $135,400 was invested in 4 programs, benefiting 1,692 seniors and caregivers.Services for People with Disabilities and Special NeedsWhen individuals with disabilities reach adulthood, they often "age out" of the services that helped them maintain independence. These individuals need continued access to programs that support independent living, financial security, and overall stability. $25,000 was invested in 1 program, serving 44 children and adults.By prioritizing these health and social services, the Town of Palm Beach United Way is fostering a healthier, more resilient community, one investment at a time. 1390132 1227100 IMPROVING CHILDREN'S EDUCATION: Investing in education is a powerful way to prepare the next generation to lead in our families, businesses, and communities. When children have access to high-quality education from early childhood through to their careers, they are more likely to secure jobs with sustainable wages and opportunities for growth.The Town of Palm Beach United Way invested $1,227,100 into 19 programs across Palm Beach County, focusing on the following key areas:Early Childhood EducationChildren who experience high-quality learning in their early years are more likely to succeed throughout (continued on Schedule O)school and beyond. Early education sets the foundation for positive development, helping children avoid negative outcomes later in life. $371,000 was invested in 3 programs, reaching 356 children.Elementary Afterschool and Out-of-School ProgramsAfter-school and out-of-school programs give youth the extra support they need to stay on track and enhance their learning beyond the classroom. These programs help reinforce school-day activities and keep children engaged in their education. $531,600 was invested in 6 programs, supporting 3,245 children.Middle School SupportMiddle school is a critical time for academic, social, and behavioral development. By offering the right support at this stage, students are better prepared for the transition to high school and future success. $56,000 was invested in 3 programs, helping 414 students.High School and BeyondA high school diploma is a crucial stepping stone for higher education, certifications, and most career opportunities. Those who graduate from high school are more likely to enter the workforce, earn higher wages, and access safer housing, better healthcare, and improved quality of life. $268,500 was invested in 7 programs, serving 2,869 students.These investments in education are creating pathways for success, ensuring that children and youth in Palm Beach County are prepared to lead and thrive in the workforce and beyond. 1821075 1658041 Other programs 1821075 1658041 6623072 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 5 1 0 0 0 0 0 0 0 0 0 0 X 80 80 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X Elizabeth Walton 5616551919 44 Cocoanut Row Palm Beach FL 33480 Missy Agnello Treasurer 1.00 X X 0 0 0 Debra Vasilopoulos Secretary 1.00 X X 0 0 0 Jorge Cabrera Assistant Treasurer 1.00 X X 0 0 0 Mark Cook Vice Chairman 1.00 X X 0 0 0 Christine Curtis Vice Chairwoman 1.00 X X 0 0 0 Jeffrey Marcus Vice Chairman 1.00 X X 0 0 0 Danielle Moore Vice Chairwoman 1.00 X X 0 0 0 Trip Moore Vice Chairman 1.00 X X 0 0 0 Richard Rothschild Chairman 1.00 X X 0 0 0 Suzanne Ainslie Trustee 1.00 X X 0 0 0 Skip Aldridge Trustee 1.00 X X 0 0 0 Ann-Britt Angle Trustee 1.00 X 0 0 0 Sean Baker Trustee 1.00 X 0 0 0 Howard Bernick Trustee 1.00 X 0 0 0 David Blue Trustee 1.00 X 0 0 0 Cynthia Boardman Trustee 1.00 X 0 0 0 Sandra Bornstein Trustee 1.00 X 0 0 0 Carrie Bradburn Trustee 1.00 X 0 0 0 Atesh Chandra Trustee 1.00 X 0 0 0 Carla Cove Trustee 1.00 X 0 0 0 Wendy Cox Trustee 1.00 X 0 0 0 David Duffy Trustee 1.00 X 0 0 0 Ginny Edlavitch Trustee 1.00 X 0 0 0 Natalie Emerson Trustee 1.00 X 0 0 0 Gaye Engel Trustee 1.00 X 0 0 0 Gail Engelberg Trustee 1.00 X 0 0 0 Elizabeth Feuer Trustee 1.00 X 0 0 0 Kristen Kelly Fisher Trustee 1.00 X 0 0 0 Stephen Fiverson Trustee 1.00 X 0 0 0 Mary Freitas Trustee 1.00 X 0 0 0 David Frisbie Trustee 1.00 X 0 0 0 Kimberly Goodwin Trustee 1.00 X 0 0 0 Lee Gordon Trustee 1.00 X 0 0 0 Nicki Harris Trustee 1.00 X 0 0 0 Ann Heathwood Trustee 1.00 X 0 0 0 Brian Hurley Trustee 1.00 X 0 0 0 Arthur Indursky Trustee 1.00 X 0 0 0 Ellen Jaffe Trustee 1.00 X 0 0 0 Josephine Kalisman Trustee 1.00 X 0 0 0 Paulette Koch Trustee 1.00 X 0 0 0 Paul Kozloff Trustee 1.00 X 0 0 0 Roberta Kozloff Trustee 1.00 X 0 0 0 Kristen Lambert Trustee 1.00 X 0 0 0 Nancy Lane Trustee 1.00 X 0 0 0 Frances Levy Trustee 1.00 X 0 0 0 Helene Lorentzen Trustee 1.00 X 0 0 0 William Mack Trustee 1.00 X 0 0 0 David Mack Trustee 1.00 X 0 0 0 Sara Maggio Trustee 1.00 X 0 0 0 Cara McClure Trustee 1.00 X 0 0 0 Pamela McIver Trustee 1.00 X 0 0 0 Diane McNeal Trustee 1.00 X 0 0 0 Evie McNiff Trustee 1.00 X 0 0 0 William Meyer Trustee 1.00 X 0 0 0 Hess Musallet Trustee 1.00 X 0 0 0 Rita Nowak Trustee 1.00 X 0 0 0 Edward Pantzer Trustee 1.00 X 0 0 0 Katherine Parr Trustee 1.00 X 0 0 0 Michael Pucillo Trustee 1.00 X 0 0 0 Thomas Quick Trustee 1.00 X 0 0 0 Farley Rentschler Trustee 1.00 X 0 0 0 Eugene Ribakoff Trustee 1.00 X 0 0 0 Laing Rogers Trustee 1.00 X 0 0 0 Lyn Ross Trustee 1.00 X 0 0 0 Barbara Rothschild Trustee 1.00 X 0 0 0 John Scarpa Trustee 1.00 X 0 0 0 Louise Snyder Trustee 1.00 X 0 0 0 Christine Stiller Trustee 1.00 X 0 0 0 Jessica Surovek Trustee 1.00 X 0 0 0 John Tatooles Trustee 1.00 X 0 0 0 William Tiefel Trustee 1.00 X 0 0 0 Robbi Toll Trustee 1.00 X 0 0 0 Wendy Topkis Trustee 1.00 X 0 0 0 Betsy Turner Trustee 1.00 X 0 0 0 Wallace Turner Trustee 1.00 X 0 0 0 Kathryn Vecellio Trustee 1.00 X 0 0 0 Simone Vickar Trustee 1.00 X 0 0 0 Beth Wilf Trustee 1.00 X 0 0 0 Lisa Wilkinson Trustee 1.00 X 0 0 0 Adolfo Zaralegui Trustee 1.00 X 0 0 0 Elizabeth Walton President and CEO 50.00 X 181800 0 58937 181800 0 58937 1 0 1 0 0 7837310 619266 7837310 633744 633744 2045880 1770489 275391 275391 275391 8746445 0 0 909135 5970941 5970941 247465 123734 24748 98983 231350 115674 23134 92542 34702 17351 3470 13881 28819 14410 2882 11527 31105 15553 3111 12441 27500 13750 2750 11000 25000 25000 14732 7366 1473 5893 82225 41113 8222 32890 16560 8280 1656 6624 4500 2250 450 1800 68541 51406 6854 10281 1442 663 245 534 11146 5573 1115 4458 Sponsored meetings and 243552 171525 14411 57616 Donated Goods 163945 163945 Repairs and maintenance 33433 16717 3343 13373 Processing and bank fee 31553 15777 3155 12621 58397 30989 9887 17521 7326908 6623072 135906 567930 500 500 4867363 5307353 168003 149610 6303 8703 471670 462743 3859 8927 2617204 2739565 10576870 12324491 2696681 2842894 20936783 23382043 13330 8159 3906000 4312900 334803 370361 4254133 4691420 X 9695682 10791376 6986968 7899247 16682650 18690623 20936783 23382043 X 1419537 442223 146213 X X 0 1 X 1 0 X 5462980 8112321 7848159 6644518 7837310 35905288 5462980 8112321 7848159 6644518 7837310 35905288 35905288 136906 365626 384136 533253 633744 2053665 37958953 0.94590 0.95830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 334803 498864 463306 370361 10045537 612656 1133151 25000 11766344 10476898 108362 -514723 25000 10045537 10313813 675603 512518 10476898 11545071 250000 -1481258 10313813 9320297 253700 1971074 11545071 0.59820 0.40180 0 0 303028 301209 1819 168642 161534 7108 8927 Iberia CD 558147 C Investment - Endowment 11766344 F 12324491 Beneficial Interest in Trusts 2842894 2842894 Agency payable - Impact 100 370361 370361 X 9066931 588436 21150 609586 8457345 25000 264100 289100 8746445 7058958 21150 21150 7037808 25000 264100 289100 7326908 Part IV, Line 1b: Impact 100 activity. Part X, Line 2: Part X FASB ASC 740 Footnote The Organization is exempt from federal & state income taxes as a voluntary health & welfare organization under Internal Revenue Section 501(c)(3). Income fom activities not directly related to the Organization's exempt purpose is subject to taxation at statutory corporate tax rates. There were no income activities unrelated to the Organization's exempt purpose during the current year. Accordingly, no income taxes are provided in the financial statements. Management analyzes tax positions in jurisdictions where it is required to file income tax returns. Interest and penalties attributable to income taxes, if any, are included in operating expenses. Based on its evaluation, management did not identify any tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease. No interest or penalties related to income taxes were recorded for the years ended June 30, 2025 and 2024. The Organization is no longer subject to income tax examination for the fiscal years prior to 2021. Part XI, Line 4b - Other Adjustments: Designation to other agencies 264,100. Part XII, Line 4b - Other Adjustments: Designation to other agencies 264,100. 1 211 Palm Beach PO Box 3588 Lantana FL 33465 237153017 172400 0 Cash Grants to support program operations Achievement Centers 555 NW 4th Street Delray Beach FL 33444 591264435 187000 0 Cash Grants to support program operations Adopt-a-Family 1712 Second Avenue North Lake Worth FL 33460 592471253 221000 0 Cash Grants to support program operations Aid to Victims of Domestic Abuse PO Box 6167 Delray Beach FL 33482 592486620 256960 0 Cash Grants to support program operations Alpert Jewish Family Service PO Box 220627 West Palm Beach FL 33422 591520581 133750 0 Cash Grants to support program operations Alzheimer's Community Care 800 Northpoint Parkway West Palm Beach FL 33407 311481653 22000 0 Cash Grants to support program operations American Assoc of Caregiving Youth 6401 Congress Avenue Boca Raton FL 33487 650866677 27000 0 Cash Grants to support program operations American Friends of Magen David Adom 20 W 36th Street Suite 1100 New York NY 10018 131790719 25000 0 Cash Grants to support program operations American Red Cross 431 18th St NW Washington DC 20006 530196605 15000 0 Cash Grants to support program operations Americares 88 Hamilton Avenue Stamford CT 06902 061008595 190000 0 Cash Grants to support program operations ARC of the Glades 4250 NW 16th Street Belle Glade FL 33430 591760374 25375 0 Cash Grants to support program operations Boca Helping Hands 1500 NW 1st Ct Boca Raton FL 33432 311713631 25000 0 Cash Grants to support program operations Boys and Girls Club of PBC 800 Northpoint Parkway West Palm Beach FL 33407 237060561 219000 0 Cash Grants to support program operations Brown University Foundation PO Box 1925 Providence RI 02912 050258809 10000 0 Cash Grants to support program operations CROS Ministries 301 S First Street Lake Worth FL 33460 591802917 62680 0 Cash Grants to support program operations Caridad Center 8545 W Boynton Beach Boynton Beach FL 33472 650149453 262000 0 Cash Grants to support program operations Catholic Charities PO Box 109650 Palm Beach Gardens FL 33410 650932032 93000 0 Cash Grants to support program operations Center for Child Counseling 8995 N Military Trail Suite 300 Palm Beach Gardens FL 33410 650932032 87000 0 Cash Grants to support program operations Center for Family Services 4101 Parker Avenue West Palm Beach FL 33405 591084179 51000 0 Cash Grants to support program operations Clinics Can Help 2560 Westgate Avenue West Palm Beach FL 33409 202778895 65000 0 Cash Grants to support program operations Convoy of Hope PO Box 1125 Springfield MO 65801 680051386 60000 0 Cash Grants to support program operations Drug Abuse Foundation 400 South Swinton Avenue Delray Beach FL 33444 237074625 173000 0 Cash Grants to support program operations Drug Abuse Treatment Association 1016 Clemons Street Suite 300 Jupiter FL 33477 591363887 213000 0 Cash Grants to support program operations El Sol 106 Military Trail Jupiter FL 33458 010870672 72800 0 Cash Grants to support program operations Elev8Hope Inc 3700 SE Salerno Road Stuart FL 34997 900806545 55000 0 Cash Grants to support program operations Families First of PBC 3333 Forest Hill West Palm Beach FL 33406 650166352 147500 0 Cash Grants to support program operations Farmworker Coordinating Council 1123 Crestwood Boulevard Lake Worth FL 33460 591830267 78000 0 Cash Grants to support program operations Feed the Hungry Pantry of Palm Beach County 8306 155th Place North Palm Beach Gardens FL 33418 823760456 25000 0 Cash Grants to support program operations Glades Initiative 141 SE Avenue C Belle Glade FL 33430 010733180 242680 0 Cash Grants to support program operations Global Empowerment Mission 1309 North Flagler Drive West Palm Beach FL 33401 952557091 245000 0 Cash Grants to support program operations Habitat for Humanity Greater Palm Beach County 181 SE 5th Avenue Delray Beach FL 33483 650307017 82077 0 Cash Grants to support program operations Habitat for Humanity of Martin County 2090 NW Federal Highway Stuart FL 34994 592816698 20000 0 Cash Grants to support program operations Harbor House 430 East Avenida de Los Arboles Suite 105 Thousand Oaks CA 91360 384100881 40000 0 Cash Grants to support program operations House of Hope Martin County 2484 SE Bonita Street Stuart FL 34997 592422998 35000 0 Cash Grants to support program operations Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 15500 0 Cash Grants to support program operations Healthy Mothers Healthy Babies 4601 Lake Worth Road Greenacres FL 33463 592657051 53000 0 Cash Grants to support program operations Home Safe 2840 South Dixie Hwy Lake Worth FL 33461 591935485 106625 0 Cash Grants to support program operations Kings Foundation America 1600 Bausch and Lomb Place Rochester NY 14604 612055366 6000 0 Cash Grants to support program operations Legal Aid Society 423 Fern West Palm Beach FL 33401 596046994 90350 0 Cash Grants to support program operations Literacy Coalition of Palm Beach County 3651 Quantum Blvd Boynton Beach FL 33426 650169781 197000 0 Cash Grants to support program operations Lord's Place PO Box 3265 West Palm Beach FL 33402 592240502 392000 0 Cash Grants to support program operations Los Angels Fire Department Foundation 1700 Stadium Way Suite 100 Los Angeles CA 90012 272007326 50000 0 Cash Grants to support program operations Milagro Center 695 Auburn Ave Delray Beach FL 33444 650804625 163000 0 Cash Grants to support program operations Norton Museum of Art 1450 South Dixie Highway West Palm Beach FL 33401 590624432 25000 0 Cash Grants to support program operations Palm Beach County Food Bank 525 Gator Avenue Lantana FL 33462 900788707 57000 0 Cash Grants to support program operations Opportunity Inc 4171 Westgate Ave West Palm Beach FL 33409 590624429 212000 0 Cash Grants to support program operations Palm Beach Synagogue 120 North County Road Palm Beach FL 33480 650478910 7500 0 Cash Grants to support program operations Planned Parenthood 2300 North Florida Mango West Palm Beach FL 33409 591391115 200000 0 Cash Grants to support program operations Project Hope 1220 19th Street NW Suite 800 Washington DC 20036 530242962 45000 0 Cash Grants to support program operations Project Lift Inc 1330 SW 34th Street Palm City FL 34990 273949112 113500 0 Cash Grants to support program operations Society of the Four Arts 100 Four Arts Plaza Palm Beach FL 33480 590454318 25000 0 Cash Grants to support program operations St Paul's Cathedral Trust in America Inc 4804 Lockgreen Circle Richmond VA 23226 561852735 7000 0 Cash Grants to support program operations Take Stock in Children 1896 Palm Beach Lakes West Palm Beach FL 33409 593331584 93800 0 Cash Grants to support program operations Team Rubicon 5230 Pacific Concourse Drive Suite 200 Los Angeles CA 90045 271720480 20000 0 Cash Grants to support program operations Triangle Club 1369 Okeechobee Road West Palm Beach FL 33401 590919735 10000 0 Cash Grants to support program operations Urban League of Palm Beach County 1700 N Australian Avenue West Palm Beach FL 33407 591533710 13000 0 Cash Grants to support program operations Valley Forge Military Academy & College 1001 Eagle Road Wayne PA 19087 231178880 25000 0 Cash Grants to support program operations Vita Nova 2724 N Australian Ave West Palm Beach FL 33407 650298299 62750 0 Cash Grants to support program operations World's Central Kitchen Inc 200 Massachusetts Ave NW Washington DC 20001 273521132 112500 0 Cash Grants to support program operations YMCA of South Palm Beach 6631 S Palmetto Circle Boca Raton FL 33431 591416281 20000 0 Cash Grants to support program operations YWCA of Palm Beach County 1016 N Dixie Highway West Palm Beach FL 33401 590751935 97250 0 Cash Grants to support program operations Palm Beach Police and Fire Foundation 139 North County Road Suite 26 Palm Beach FL 33480 830462654 35000 0 Cash Grants to support program operations 67 Part I, Line 2: The Town of Palm Beach United Way maintains comprehensive records to substantiate all grant awards, eligibility of grantees, and the selection criteria used in the funding process. Grant records from 1996 to present are retained digitally and include agency applications, required documentation, financial audits, budgets, IRS Form 990s, program outcome reports, site visit notes, volunteer committee evaluations, and approval minutes. These records insure full substantiation of both agency eligibility and the rigorous selection process. Grantmaking Process: Our grantmaking is an extensive, volunteer-driven process. Each year, nonprofit agencies apply for funding and must demonstrate compliance with our established standards. More than 130 trained community volunteers serve on allocation committees, reviewing agency applications, financial audits, budgets, and outcome reports. These committees also conduct on-site visits, interview agency leadership, and assess program performance and community need. Recommendations are then submitted to the volunteer Board of Trustees for final approval. This layered review ensures accountability, transparency, and fairness. Selection Criteria: The Town of Palm Beach United Way applies 13 published standards* that all agencies must meet to be eligible for funding. These criteria include legal nonprofit status, compliance with federal and state laws, submission of audited financial statements, limits on administrative and fundraising costs, demonstration of community need, program effectiveness, equal access policies, and governance requirements (active volunteer boards, conflict of interest policies, bylaws, etc.). Agencies that fail to maintain eligibility are subject to probation or removal from the partner network after consecutive non-funding cycles. Record Retention: All grantmaking records are retained in accordance with our Records Retention Policy (Policy 06-2010). Unless otherwise required by law or contract, these records are maintained for a minimum of seven (7) years. This retention period covers all grant applications, supporting documentation, committee reviews, board decisions, and outcome reports. In practice, many records (including digital archives dating back to 1996) are maintained longer for institutional continuity and transparency. STANDARDS With increasing need in our community for health and human services and with limited resources available, Town of Palm Beach United Way's Board of Trustees must ensure that our Community Partner Investments are being made as wisely as possible. Additionally, our investors (donors) want to know that we are making the greatest possible impact in the areas of need identified by our community. Therefore, it is important for the Town of Palm Beach United Way to adhere to rigorous standards when determining whether an organization is eligible to be considered a Community Partner and what it means to be a "Partner." Current Partners are required to meet the following standards: Schedule I Part 1, Line 2, Continued Standard 1 The agency has tax-exempt status under IRS Code 501 (c)(3); is incorporated as a nonprofit agency in the State of Florida; and is registered with the Florida Department of Agriculture and Consumer Services. Standard 2 The agency agrees to understand and comply with all applicable federal, state, and local laws, including the USA Patriot Act and yearly submission of the IRS Form 990 within 6 months of the end of the fiscal year. Standard 3 The agency must have an unqualified annual financial audit completed within 6 months of the end of the fiscal year by an Independent Certified Public Accountant in accordance with Generally Accepted Accounting Principles (GAAP). Standard 4 The agency must submit yearly a proposed budget and make financial records available to authorized Town of Palm Beach United Way representatives for review. Standard 5 The agency's fundraising and administrative expenses represent 25% or less of the total support and revenue for the last fiscal year according to IRS Form 990. Standard 6 The agency must submit yearly data showing program activities in the geographical area covered by the Town of Palm Beach United Way and in other areas served. Standard 7 The agency must provide community service based on documented need. Services should be clearly defined, their impact documented, and targeted to a population or locale not presently served by existing programs. Standard 8 The agency will provide equal access to services to all who qualify. The agency will not discriminate on the basis of race, color, religion, gender, national origin, age, sexual orientation, disability, marital status, veteran status or any other characteristic protected by law: in employment, promotion of personnel, election to the Board of Directors or selection of volunteers or vendors. Standard 9 The agency has by-laws that determine: minimum and maximum number of board members; tenure of board members; officers; committees; quorum Standards; and board members serve without compensation. Standard 10 The agency is governed by an active, non-paid, volunteer Board of Directors that: meet with a quorum at least four times per year; annually reviews the agency's mission statement; annually reviews the agency's by-laws; approves the annual budget and reviews financial statements at least quarterly. Standard 11 Board policies must state that Board Members must identify all conflicts of interest and may not participate in decisions affecting themselves or organizations they represent. Standard 12 The agency must identify itself as a member agency through display of the Town of Palm Beach United Way logo and name on its physical facilities, public service announcements, and when speaking to groups at events which would be beneficial to both parties. Standard 13 In the circumstance that a partner agency is not funded for two (2) consecutive years, the agency will be notified. The notice will inform the partner agency they have one more funding cycle remaining to complete a grant application. During that cycle, if the agency is awarded funding, they will remain a partner agency. If the agency is not awarded funding, that agency will no longer be a Town of Palm Beach United Way partner agency. The agency can, however, reapply as a new partner agency in the future. Eligibility determination does not necessarily result in Town of Palm Beach United Way funding. The amount of available dollars, the urgency of existing needs, and other key variables are important to the Town of Palm Beach United Way citizen review process and the final funding decision. The Town of Palm Beach United Way requires additional information from agencies as conditions for funding. These conditions are unique to the United Way funding relationship and are included in formalized agreements. X 0 0 0 0 0 0 0 0 0 Elizabeth Walton President and CEO 181800 0 0 0 0 0 27270 0 31667 0 240737 0 0 0 X 10 455321 FMV - Public Exchange 0 1 1 Part I, Line 32b: Any non-cash contributions of marketable securities are required to be delivered to the Organization's investment advisors generally for liquidation to cash, pursuant to company policy. Form 990, Part VI, Section A, line 2 Paul Kozloff and Roberta Kozloff - Husband and Wife Richard Rothchild and Barbara Rothchild - Husband and Wife Wally Turner and Betsy Turner - Husband and Wife William Mack and David Mack - Brothers Form 990, Part VI, Section B, line 11b The IRS Form 990 is prepared by the Town of Palm Beach United Way's auditing firm, Holyfield & Thomas, LLC. A draft of Form 990 is reviewed by the CEO and bookkeeper and then is presented to the Audit Committee for review. A final version of Form 990 is presented to the Board of Trustees for review. Once reviewed by the entire board the 990 is filed with the Internal Revenue Service and posted on the agency's website. Form 990, Part VI, Section B, line 12c The Town of Palm Beach United Way annually provides a Conflict of Interest document to all staff, board of trustees members, and allocation committee volunteers. Each are required to sign the statement. The statements are reviewed by the CEO of the Town of Palm Beach United Way and tracked by a staff member. It is the responsibility of the individual to make the Town of Palm Beach United Way aware of any conflicts that arise after they sign the document. If there is a real or perceived conflict of interest an individual may participate in discussion around a given issue but will abstain from any vote pertaining to their conflict. Form 990, Part VI, Section B, line 15 The executive committee of the Palm Beach United Way evaluates the CEO. The CEO evaluates the performance of all employees against goals and sets compensation accordingly. The salaries of all employees are voted on by the executive committee and the entire board. Form 990, Part VI, Section C, line 19 The Town of Palm Beach United Way makes its governing documents and Conflict of Interest policy available to the public upon request. The Town of Palm Beach United Way's Forms 990 and audited financial statements are available on the website at www.palmbeachunitedway.org. The Town of Palm Beach United Way's Forms 990 and audited financial statements are also available on third party websites: www.guidestar.org www.foundationcenter.org www.charitynavigator.org Form 990, Part XI, line 9: Change in value of beneficial interest in trusts 146,213. Part XII Line 2C The audit committee has oversight of the audited financials statements and Form 990 as presented by the independent auditor. The process is unchanged from prior years.