2024-03-08T10:43:01-06:00 2023-06-30 201277979 BERGER TOOMBS ELAM GAINES & FRANK 729 SW FEDERAL HIGHWAY SUITE 103 STUART FL 34994 990 2022-07-01 237273540 UNITED WAY OF MARTIN COUNTY INC UNIT 7722834800 POST OFFICE BOX 362 STUART FL 34995 MARK ROBERTS TREASURER 7722834800 2024-03-08 1 MARK ROBERTS 999009999 0 BRITT W FRANK P00115391 7722190220 2024-03-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROL HOUWAART-DIEZ POST OFFICE BOX 362 STUART FL 34995 2698844 0 X WWW.UNITEDWAYMARTIN.ORG X 1972 FL THROUGH FUNDRAISING, VOLUNTEERISM, AND ADVOCACY, UNITED WAY BRINGS THE COMMUNITY TOGETHER TO LEVERAGE THE RESOURCES NEEDED TO TAKE ACTION ON HUMAN CARE NEEDS AND IMPROVE THE QUALITY OF LIFE FOR MARTIN COUNTY RESIDENTS. 24 24 10 623 0 0 2548044 2600685 0 0 2587 35535 2764 8099 2553395 2644319 1145144 983286 0 0 753388 762762 0 0 219892 755559 598283 2654091 2344331 -100696 299988 2118776 2865408 1066431 1517151 1052345 1348257 X THROUGH FUNDRAISING, VOLUNTEERISM, AND ADVOCACY, UNITED WAY BRINGS THE COMMUNITY TOGETHER TO LEVERAGE THE RESOURCES NEEDED TO TAKE ACTION ON HUMAN CARE NEEDS AND IMPROVE THE QUALITY OF LIFE FOR MARTIN COUNTY RESIDENTS. 0 0 919910 919910 GRANTS - UNITED WAY INVESTS FUNDS IN PROGRAMS ADDRESSING HEALTH AND HUMAN RESOURCE NEEDS IDENTIFIED IN MARTIN COUNTY. THE BOARD OF DIRECTORS DETERMINES ANNUAL FUNDING PRIORITIES AND FUNDING AVAILABLE FOR DISTRIBUTION. ALL MARTIN COUNTY 501(c)(3) ORGANIZATIONS AND QUALIFYING PUBLIC ENTITIES ARE ELIGIBLE TO SUBMIT GRANT REQUESTS FOR FUNDING CONSIDERATION. FOR THE REPORTING YEAR, APPLICATIONS WERE REVIEWED BY A DIVERSE GROUP OF 43 LOCAL VOLUNTEERS DONATING 516 HOURS OF TIME TO THE CITIZEN GRANT REVIEW PROCESS. THE VOLUNTEERS EVALUATED GRANT REQUESTS AND RECOMMENDED FUNDING BASED ON HOW THE PROGRAMS MET THE SPECIFIC OUTCOME OBJECTIVES AND OPERATED IN A COST EFFECTIVE MANNER. THE BOARD OF DIRECTORS APPROVED FUNDING TO 46 PROGRAMS. 243362 63376 OTHER PROGRAM RELATED DISTRIBUTIONS - UNITED WAY PROVIDES DIRECT PROGRAM SERVICES FOR THE RESIDENTS OF MARTIN COUNTY INCLUDING EMERGENCY RENT AND UTILITY ASSISTANCE TO WORKING RESIDENTS NEEDING A HELPING HAND-UP; FREE TRANSPORTATION FOR HEALTH, EMPLOYMENT, FOOD AND LEGAL APPOINTMENTS FOR THOSE FACING TRANSPORTATION BARRIERS; SCHOOL SUPPLIES TO SUPPORT EARLY CHILDHOOD EDUCATION CENTERS COUNTY-WIDE; AND GRANT FUNDING TO SUPPORT YOUTH CHARACTER EDUCATION. 216560 VOLUNTEER UNITED - UNITED WAY OFFERS A FULL SERVICE VOLUNTEER CENTER THAT ENGAGES INDIVIDUALS, SENIORS, FAMILIES, BUSINESSES, AND CIVIC GROUPS IN VOLUNTEER EFFORTS THAT HELP STRENGTHEN MARTIN COUNTY AND ITS NONPROFIT AGENCIES. PROJECTS OPERATED THROUGH VOLUNTEER UNITED INCLUDE THE ANNUAL UNITED WAY HOLIDAY PROJECT, AMERICORPS SENIORS, THE RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP), AND THE COORDINATION OF SERVICE PROJECTS AT THE REQUEST OF LOCAL EMPLOYERS AND SERVICE ORGANIZATIONS. 54503 COMMUNITY FUND DISTRIBUTION - THIS PROGRAM MANAGES THE VOLUNTEER CITIZEN REVIEW PROCESS WHICH CONSIDERS ALL AVAILABLE RESOURCES AND COMMUNITY NEEDS FOR HUMAN CARE IN THE ALLOCATION OF UNITED WAY FUNDS. 201026 COMMUNITY IMPACT AND COLLABORATION - UNITED WAY COLLABORATES WITH AGENCIES, SCHOOLS, BUSINESS, PUBLIC ENTITIES, COMMUNITY LEADERS AND OTHER FUNDERS WITHIN MARTIN COUNTY TO IDENTIFY, ASSESS, MEASURE AND TRACK THE FACTORS ASSOCIATED WITH MAINTAINING QUALITY LIVING FOR THE RESIDENTS OF MARTIN COUNTY. THIS COLLABORATION PROVIDES INFORMATION THAT ALLOWS THE COMMUNITY TO ALLOCATE ITS RESOURCES TO THE GREATEST BENEFIT OF THE COMMUNITY. 263520 DONOR DESIGNATED PASS-THROUGH DISTRIBUTIONS 519049 1898881 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 0 0 1 13 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THERESA SCHINEIS 7722834800 PO BOX 362 STUART FL 34995 MICHAEL BORLAUG DIRECTOR 2.00 X 0 0 0 MARK ROBERTS TREASURER 2.00 X X 0 0 0 BLAKE DAVIS DIRECTOR 2.00 X 0 0 0 BRYAN GARNER DIRECTOR 2.00 X 0 0 0 CHUCK GEARY DIRECTOR 2.00 X 0 0 0 KHERRI ANDERSON IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 THOMAS CAMPENNI DIRECTOR 2.00 X 0 0 0 RUTH PIETRUSZEWSKI DIRECTOR 2.00 X 0 0 0 GEOFF LIEBERMAN CHAIR 2.00 X X 0 0 0 ELLIOT PAUL CHAIR ELECT 2.00 X X 0 0 0 CHUCK SHAFFER DIRECTOR 2.00 X 0 0 0 JOSEPH TUMMINELLI DIRECTOR 2.00 X 0 0 0 DAVE WISHART DIRECTOR 2.00 X 0 0 0 ARATI HAMMOND DIRECTOR 2.00 X 0 0 0 GENE ZWEBEN DIRECTOR 2.00 X 0 0 0 AMY BOTTEGAL DIRECTOR 2.00 X 0 0 0 TAMARA MATTHEW SECRETARY 2.00 X X 0 0 0 DR JOHN MILLAY DIRECTOR 2.00 X 0 0 0 MARY ANNE CANNON DIRECTOR 2.00 X 0 0 0 JENNIFER SALAS DIRECTOR 2.00 X 0 0 0 MUFFIN ADAMIAK DIRECTOR 2.00 X 0 0 0 RICHARD LOSARDO DIRECTOR 2.00 X 0 0 0 CHRISTOPHER T SOSKA DIRECTOR 2.00 X 0 0 0 ALESSANDRO ANZALONE DIRECTOR 2.00 X 0 0 0 CAROL HOUWAART-DIEZ PRESIDENT & CEO 41.00 4.00 X 158856 0 42693 THERESA SCHINEIS VP FINANCE 39.00 6.00 X 99096 0 24335 257952 0 67028 1 0 1 0 0 123157 2477528 42374 2600685 35535 35535 42374 42374 0 0 20250 12151 8099 8099 2644319 0 0 43634 983286 983286 257952 117539 127705 12708 329543 192983 15877 120683 130870 74783 29075 27012 44397 23353 10909 10135 6677 2937 1939 1801 3059 1800 641 618 3511 1898 836 777 9332 4199 2661 2472 12250 7952 2228 2070 DONOR DESIGNATED PASS T 263520 263520 LEASE EXPENSE 73667 47137 13765 12765 SPECIFIC ASSISTANCE 49086 49086 UNITED WAY DUES 36093 36093 141088 92315 19922 28851 2344331 1898881 225558 219892 217316 166040 1492982 1469678 349782 344181 38745 30758 93475 87531 8988 5944 10963 848807 2118776 2865408 65162 84345 1001269 1036658 0 396148 1066431 1517151 X 883836 1127424 168509 220833 1052345 1348257 2118776 2865408 299988 -848 -3228 0 X X 0 1 X 1 0 X 2770212 2664430 7301599 2548044 2600685 17884970 2770212 2664430 7301599 2548044 2600685 17884970 0 0 0 17884970 14461 12128 2216 2419 35535 66759 14461 12128 2216 2419 35535 66759 2784673 2676558 7303815 2550463 2636220 17951729 0.99630 0.99790 0.00370 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93475 87531 5944 5944 SECURITY DEPOSITS 10963 RIGHT OF USE ASSET - PROPERTY NET OF ACCUMULATED AMORTIZATION 450582 LONG TERM CERTIFICATES OF DEPOSIT 387262 848807 LEASE PAYABLE - NON CURRENT 396148 396148 X 2395582 3480 12151 15631 2379951 264368 264368 2644319 2096442 3480 12151 15631 2080811 263520 263520 2344331 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 30,2022, 2021 AND 2020 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS, MANAGEMENT BELIEVES THAT ANY ESTIMATES ARE APPROPRIATELY BASED ON CURRENT FACTS AND CIRCUMSTANCES. Part XI, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES 12,151. Part XI, Line 4b - Other Adjustments: NET DONOR DESIGNATIONS 263,520. NET UNREALIZED LOSS ON INVESTMENT 848. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES TO SCHEDULE G 12,151. Part XII, Line 4b - Other Adjustments: NET DONOR DESIGNATIONS 263,520. 1 SAFESPACE 632 MONTEREY ROAD STUART FL 34994 591983994 501(c)(3) 50000 0 SHELTERING PROGRAM ALZHEIMER'S COMMUNITY CARE 800 NORTHPOINT PARKWAY 101-B WEST PALM BEACH FL 33407 311481653 501(c)(3) 78000 0 ELDER CARE - NURSE CONSULTANT, ELDER CARE - DAY CARE HPS INC 1100 SE FEDERAL HIGHWAY STUART FL 34994 591051699 501(c)(3) 62500 0 BABY STEPS / COMMUNITY LIVING CENTER FOR CRISIS & INFORMATION 211 PALM BEACHTREASURE COAST PO BOX 3588 LANTANA FL 33465 237153017 501(c)(3) 34000 0 211 CENTER FOR INFORMATION/CRISIS MARTIN COUNTY HEALTHY START 2026 SE OCEAN BLVD STUART FL 34996 650335999 501(c)(3) 32000 0 HEALTHY START SERVICES DRUG ABUSE TREATMENT ASSOCIATION 1016 NORTH CLEMONS STREET SUITE 200 JUPITER FL 33477 591363887 501(c)(3) 19400 0 YOUTH SUBSTANCE ABUSE PROGRAM THE SALVATION ARMY PO BOX 2475 STUART FL 34994 590631403 501(c)(3) 75831 0 BASIC NEEDS ASSISTANCE/COMPASSION HOUSE/EMERGENCY ASSISTANCE CHILDREN'S EMERGENCY RESOURCES PO BOX 2623 STUART FL 34995 593154837 501(c)(3) 23500 0 EMERGENCY MEDICAL FUNDING FOR CHILDREN HIBISCUS CHILDRENS CENTER PO BOX 305 JENSEN BEACH FL 34958 592632361 501(c)(3) 10000 0 LITERACY PROGRAM CARING CHILDRENCLOTHING CHILDREN PO BOX 512 PALM CITY FL 34991 650755386 501(c)(3) 20000 0 CLOTHING PROGRAM EPILEPSY FOUNDATION OF SOUTH FL 322 COMMERCE PLACE SUITE B WEST PALM BEACH FL 33404 591524994 501(c)(3) 6500 0 MEDICAL SERVICES/CASE MANAGEMENT COUNCIL ON AGING MARTIN COUNTY 1071 EAST 10TH STREET STUART FL 34996 521007762 501(c)(3) 60000 0 ADULT HEALTH DAY CARE/MEALS ON WHEELS TYKES & TEENS 3577 SW CORPORATE PARKWAY PALM CITY FL 34990 650570899 501(c)(3) 40000 0 YES PROGRAM/WILLOUGHBY LEARNING CENTER/EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM CATHOLIC CHARITIES PO BOX 109659 PALM BEACH GARDENS FL 33410 592470479 501(c)(3) 16000 0 CHILDREN/FAMILY SERVICES HOPE RURAL SCHOOL 15929 SW 150TH STREET INDIANTOWN FL 34956 592001615 501(c)(3) 22000 0 PARENT OUTREACH PROGRAM ARC OF MARTIN COUNTY 2001 S KANNER HIGHWAY STUART FL 34994 596513484 501(c)(3) 54250 0 ABLE PROGRAM/PROJECT SEARCH/YOUTH AFTER SCHOOL PROGRAM HOUSE OF HOPE 2484 SE BONTIA STREET STUART FL 34997 592422998 501(c)(3) 114095 0 PROJECT HOPE / FOOD PANTRY / GOLDEN GATE CENTER FOR ENRICHMENT/EMERGENCY ASSISTANCE HOBE SOUND EARLY LEARNING CENTER 11580 SE GOMEZ AVE HOBE SOUND FL 33455 591107869 501(c)(3) 20000 0 SCHOOL READINESS PROJECT LIFT INC 850 SE MONTEREY ROAD 103 STUART FL 34994 273949112 501(c)(3) 41750 0 TRANSPORTATION/EMPLOYMENT SERVICES/SUBSTANCE ABUSE PROGRAM/PRE APPRENTICESHIP CERTIFICATION PROGRAM. MARY'S HOME 1033 SE 14TH STREET STUART FL 34996 263714519 501(c)(3) 15000 0 WORK READINESS PROGRAM LIGHT OF THE WORLD CHARITIES PO BOX 273 PALM CITY FL 34991 650920003 501(c)(3) 15000 0 LITTLE LIGHTS DENTISTRY PROGRAM LIFE BUILDERS OF THE TREASURE COAST INC 216 S SECOND STREET FORT PIERCE FL 34950 270628451 501(c)(3) 7500 0 BUILDING LIVES, PROTECTING COMMUNITY THE HOPE CENTER FOR AUTISM INC 2580 SE WILLOUGHBY BLVD STUART FL 34994 800099451 501(c)(3) 13800 0 SURVIVING SOCIAL SITUATIONS SUNCOAST MENTAL HEALTH CENTER INC 2222 COLONIAL ROAD SUITE 100 FORT PIERCE FL 34950 650789152 501(c)(3) 25000 0 SUPPORTING STAFF & STUDENTS THROUGH MENTAL HEALTH AND WELLNESS. THE BANNER LAKE CLUB INC PO BOX 1875 HOBE SOUND FL 33475 591093236 501(c)(3) 22960 0 BEYOND SUMMER SLIDE/BUTTERFLIES VPK PROGRAM LOVE AND HOPE IN ACTION 1760 SE SALERNO ROAD STUART FL 34997 743238584 501(c)(3) 30000 0 CLIENT SERVICES PROGRAM GUARDIANS FOR NEW FUTURES INC 8561 S COMMERCE CENTER DR PORT ST LUCIE FL 34986 650117004 501(c)(3) 10000 0 STOPPING CHILD ABUSE BEFORE IT HAPPENS PROGRAM THE INNER TRUTH PROJECT INC 2190 RESERVE PARK TRACE 13 PORT ST LUCIE FL 34986 461339062 501(c)(3) 10000 0 SURVIVOR HEALTH IMPACT PATHWAYS (SHIP) SERVICES JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST INC 700 S ROSEMARY AVE SUITE 204 WEST PALM BEACH FL 33401 592333738 501(c)(3) 5000 0 PREPARING FOR THE WORLD OF WORK CHILDREN'S HOME SOCIETY OF FLORIDA INC 5766 S SEMORAN BLVD ORLANDO FL 32822 590192430 501(c)(3) 3570 0 CHILDREN & FAMILIES IN NEED OF SERVICES TREASURE COAST WAVE CREST SHELTER UNITED WAY OF FLORIDA INC 307 E 7TH AVENUE TALLAHASSEE FL 32303 592104175 501(c)(3) 35160 0 DISASTER RELIEF HURRICANE IAN DISASTER RECOVERY FUND BOYS & GIRLS CLUB OF MARTIN COUNTY INC PO BOX 910 HOBE SOUND FL 33455 650253002 501(c)(3) 10470 0 CHARACTER COUNTS 32 Part I, Line 2: UNITED WAY OF MARTIN COUNTY REVIEWS INTERIM REPORTS SUBMITTED BY ALL GRANT RECEIPIENTS AS TO THE USE OF GRANT FUNDS. REPORTS TO UNITED WAY INCLUDE BUDGETARY INCOME AND EXPENSE OF FUNDED PROGRAMS AS WELL AS ACTUAL PROGRAM INCOME AND EXPENSE, NUMBER OF CLIENTS SERVED AND MEASURABLE OUTCOMES. X X 0 0 0 0 0 0 0 0 0 CAROL HOUWAART-DIEZ PRESIDENT & CEO 152100 0 6756 0 0 0 0 0 42693 0 201549 0 0 0 X 5 42374 FMV CONTRIBUTION DATE 0 1 0 Form 990, Part VI, Section B, line 11b THE FORM 990 IS REVIEWED BY THE TREASURER AND THE DIRECTOR OF FINANCE 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 B, line 15a CHIEF EXECUTIVE OFFICER COMPENSATION IS REVIEWED ANNUALLY BY MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABILITY DATA IS PROVIDED BY UNITED WAY WORLDWIDE. SALARY DISCUSSION IS DOCUMENTED IN EXECUTIVE COMMITTEE MINUTES. Form 990, Part VI, Section C, line 19 UNITED WAY OF MARTIN COUNTY, INC 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 FOUNDATION INC PO BOX 352 STUART FL 34995 203521388 SUPPORTING ORGANIZATION FL 501(c)(3) Line 12b, II 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 ALL TRANSACTIONS LESS THAN 50000