2024-03-07T22:05:23-06:00 2023-06-30 341874260 CBIZ MHM LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-07-01 593725701 UNITED WAY SUNCOAST INC UNIT 8132740900 4925 INDEPENDENCE PKWY 120 TAMPA FL 336347548 JESSICA MUROFF CEO 8132740900 2024-03-07 1 JESSICA MUROFF XXX-XX-XXXX 1 LISA BURKE P00220718 8169455500 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JESSICA MUROFF 4925 INDEPENDENCE PKWY 120 TAMPA FL 336347548 32012097 0 X WWW.UNITEDWAYSUNCOAST.ORG X 2001 FL TO PROVIDE LEADERSHIP THAT IMPROVES LIVES AND CREATES LASTING COMMUNITY CHANGE 30 30 84 4098 0 0 16849785 15422035 375783 355128 703704 473502 -14508 11695 17914764 16262360 11866030 12190040 0 0 5590652 5661381 0 0 2373820 3979068 4381527 21435750 22232948 -3520986 -5970588 59673502 55507110 10061693 9804317 49611809 45702793 X TO PROVIDE LEADERSHIP THAT IMPROVES LIVES AND CREATES LASTING COMMUNITY CHANGE BY MOBILIZING THE CARING PEOPLE OF OUR COMMUNITIES TO GIVE, ADVOCATE, AND VOLUNTEER. (CONTINUED ON SCHEDULE O) 1 0 7052674 5432719 FINANCIAL STABILITY:CONDITIONS - UNITED WAY SUNCOAST'S 2023 ALICE REPORT REVEALED THAT ASSET LIMITED, INCOME CONSTRAINED EMPLOYED HOUSEHOLDS MAKE UP 45 PERCENT OF ALL HOUSEHOLDS IN OUR FIVE-COUNTY REGION. THE RESEARCH DIDN'T COME AS A SURPRISE, AND FROM EVERY INDICATION, THE CHALLENGES FACING THESE FAMILIES CONTINUE TO GROW WITH AVERAGE RENTAL RATES RISING AND 1 IN 4 HOUSEHOLDS IN OUR ALICE ZONES OF FOCUS UTILIZING SNAP BENEFITS. ALICE FAMILIES COUNT THE DAYS BETWEEN PAYCHECKS, HOPING TO MAKE IT TO THE NEXT PAYDAY. ALICE FAMILIES SPAN ALL RACES, AGES, ETHNICITIES, AND ABILITIES. (CONTINUED ON SCHEDULE O)ALICE FAMILIES OFTEN WORK TWO OR MORE JOBS AND STILL CANNOT PAY THE BILLS. ALICE FAMILIES LIVE A LIFE OF STRUGGLE BUT OUR COMMUNITIES CAN'T LIVE WITHOUT THEM. AGAINST THIS BACKDROP, OUR ORGANIZATION KNOWS IT MUST BE DILIGENT IN ITS EFFORTS TO ELIMINATE ECONOMIC BARRIERS AND GIVE FAMILIES THE "FREEDOM TO RISE."INVESTMENTS - TO FILL THE ECONOMIC GAPS AND ELIMINATE BARRIERS IN FY2023, UNITED WAY SUNCOAST UTILIZED ITS OWN INITIATIVES, PROGRAMS IN ITS NEIGHBORHOOD RESOURCE CENTERS AND COLLABORATIONS WITH STRATEGIC COMMUNITY PARTNERS. OVERALL, UWS INVESTED $4.9 MILLION IN ITS FINANCIAL STABILITY INITIATIVES.THE EFFORTS INCLUDED:- THE EVICTION MITIGATION PROGRAM THAT HELPED RESIDENTS STAY IN THEIR HOMES.- VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM THAT PROVIDES FREE TAX PREPARATION TO QUALIFIED HOUSEHOLDS- BANK ON, AN INITIATIVE THAT PROVIDES ACCESS TO SAFE AND AFFORDABLE ACCOUNTS TO THE UNBANKED AND THE UNDERBANKED.- FINANCIAL COACHING, AN INITIATIVE THAT PROVIDES AN EXPERIENCED COACH TO ASSIST INDIVIDUALS IN REACHING THEIR FINANCIAL GOALS.- MONEY MATTERS, A MONTHLY VIRTUAL FINANCIAL LITERACY SERIES.- NEIGHBORHOOD RESOURCE CENTER OFFERINGS INCLUDING EMPLOYMENT SERVICES, LEGAL ADVICE, FAMILY SUPPORT, COMPUTER LAB ACCESS, HOMEOWNER AND CONTRACTOR RESOURCES, NOTARY SERVICES, AND CASE MANAGEMENT. IMPACTS - AS WITH MUCH OF OUR WORK, UNITED WAY SUNCOAST UTILIZED STRATEGIC PRECISION IN ITS FINANCIAL STABILITY EFFORTS, CONCENTRATING ON ZIP CODES OF FOCUS WHERE THE NEED IS GREATEST.CONSIDER OUR SUCCESS WITH VITA, WHICH PROCESSED CLOSE TO 10,000 TAX RETURNS THROUGH THE FIVE-COUNTY REGION WITH 45 PERCENT OF THOSE IN UWS ZIP CODES OF FOCUS. OVERALL, VITA BROUGHT BACK $10 MILLION IN REFUNDS AND SAVED FEES WITH AN ADDITIONAL $3.8 MILLION IN EARNED INCOME AND CHILD TAX CREDITS.OUR EVICTION MITIGATION EFFORT HELPED MORE THAN 6,000 PEOPLE STAY IN THEIR HOMES OR FIND NEW STABLE HOUSING, A SUCCESS RATE OF 91 PERCENT.THE BANK ON PROGRAM HAS GENERATED MORE THAN 12,000 ACCOUNTS SINCE 2020,AND CONTINUES TO BE A TOOL TO HELP COMMUNITY MEMBERS BUILD CREDIT.OUR NEIGHBORHOOD CENTERS TRIPLED ITS NUMBER OF VISITORS IN FY2023, CONNECTING MORE THAN 2,800 PEOPLE TO NEEDED SERVICES.COLLECTIVELY, UWS AND OUR PARTNERS PUT 800 PEOPLE ON A PATH TO POST-SECONDARY SUCCESS, HELPING THEM WORK TOWARDS EARNING CERTIFICATES OR HIGHER EDUCATION DEGREES. MORE THAN 2,400 PEOPLE WERE PLACED IN A JOB OR PROMOTED/GIVEN A RAISE. 6673400 4980359 EARLY LEARNING AND YOUTH SUCCESS:EARLY LEARNINGCONDITIONS - AMERICA AND THE SUNCOAST REGION CONTINUE TO GRAPPLE WITH THE CHILDCARE CRISIS. PARENTS STRUGGLE TO FIND ACCESS TO QUALITY, AFFORDABLE CHILDCARE, AND THE COSTS CONTINUE TO BE DEBILITATING FOR ALICE FAMILIES. IN OUR FIVE-COUNTY REGION, THE ANNUAL AVERAGE COST FOR A YEAR OF CHILDCARE FOR A NON-INFANT IS HIGHER THAN A YEAR OF TUITION AT THE UNIVERSITY OF SOUTH FLORIDA. MEANWHILE, CHILDCARE CENTERS DEAL WITH A CHALLENGING BUSINESS MODEL THAT LIMITS HOW MUCH THEY CAN PAY EARLY LEARNING TEACHERS. (CONTINUED ON SCHEDULE O)THE CRISIS DIMINISHES THE NUMBER OF PRESCHOOLERS READY FOR KINDERGARTEN, AND THAT IMPACTS THE NUMBER OF STUDENTS READING ON LEVEL BY THE END OF THIRD GRADE. THE IMPACT OF THE PANDEMIC REMAINS A FACTOR AS THE EDUCATION SYSTEM STRIVES TO IMPROVE BOTH KINDERGARTEN READINESS AND THIRD GRADE LITERACY.INVESTMENTS - WITH 90 PERCENT OF BRAIN DEVELOPMENT OCCURRING BETWEEN BIRTH AND 5 YEARS, AND THIRD GRADE READING REPRESENTING AN INDICATOR OF LONG-TERM ACADEMIC SUCCESS, WE KNOW WE MUST CONTINUE TO FOCUS ON THESE DEVELOPMENTAL ASPECTS. IN FY2023, UNITED WAY SUNCOAST DID JUST THAT WITH A MULTI-PRONGED APPROACH. WE EXTENDED OUR QUALITY CHILDCARE INITIATIVE TO NOW INCLUDE 53 PRESCHOOLS ACROSS OUR FIVE-COUNTY FOOTPRINT. QCI INCLUDES PROFESSIONAL DEVELOPMENT AND ENVIRONMENTAL SUPPORT FOR CHILDCARE CENTERS. THE CAMPBELL PARK NETWORK FOR EARLY LEARNING, WHICH FOCUSES SPECIFICALLY ON SOUTH ST. PETERSBURG, ALSO PROVIDES CLASSROOM MATERIALS ALONG WITH COACHING FOR TEACHERS AND WEEKLY PLAY INSTRUCTION FOR CAREGIVERS AND CHILDREN. IN ADDITION, WE DISTRIBUTED MORE THAN 35 UNITED4LITERACY KITS ACROSS THE REGION TO SUPPORT PLAY-BASED LEARNING FOR 35-YEAR-OLDS. ANOTHER COMPONENT OF OUR WORK IS PRESCHOOL BEHAVIOR SUPPORT PROGRAMS IN 4 OF 5 COUNTIES. IN TERMS OF THIRD-GRADE LITERACY, WE PARTNER WITH OUR SCHOOL DISTRICTS TO PROVIDE PARAPROFESSIONALS IN FOUR OF OUR FIVE SCHOOL DISTRICTS AND WE EXPANDED OUR ELEMENTARY SUPPORT TO 34 SCHOOLS OF FOCUS. IN ADDITION, WE CONTINUED OUR HIGHLY SUCCESSFUL SUMMER CARE PROGRAM BY PROVIDING MORE THAN 600 SCHOLARSHIPS FOR CHILDREN TO ATTEND HIGH QUALITY CAMP EXPERIENCES AND LITERACY SUPPORT (BRIDGE CURRICULUM AND TUTORING) TO COMBAT SUMMER LEARNING LOSS. OVERALL, WE INVESTED $4.4 MILLION INTO IMPROVING KINDERGARTEN READINESS, INCREASING GRADE LEVEL READING, AND REMOVING BARRIERS TO EDUCATION ACCESS.IMPACT - EARLY LEARNING AND EDUCATION REMAIN A DYNAMIC TOOL - MAYBE OUR BEST TOOL - TO HELP CREATE GENERATIONAL WEALTH, LIFT UP FAMILIES AND CREATE A BETTER WORLD FOR EVERY STUDENT. INCREASING ACCESS AND THE EQUITY OF QUALITY CHILDCARE STANDS AS ONE OF THE BEST WAYS TO IMPROVE COMMUNITIES. FOR UNITED WAY SUNCOAST, THAT IMPROVEMENT IS REFLECTED IN THE FACT THAT NEARLY 6,000 CHILDREN BETWEEN THE AGES OF 0-5 DEMONSTRATED AGE-APPROPRIATE COMMUNICATION, VOCABULARY AND/OR OTHER EARLY LITERACY SKILLS OR PROGRESS. MORE THAN 6,000 THIRD GRADE STUDENTS ACHIEVED THE GOAL OF READING ON GRADE LEVEL OR ARE SET ON THE PATH TO ACHIEVE THAT BENCHMARK WITHIN THE NEXT YEAR.OUR SUMMER CARE PROGRAM ALSO ENJOYED SUCCESS, WHERE 83 PERCENT OF OUR STUDENTS MAINTAINED OR GREW THEIR ACADEMIC SKILLS OVER THE SUMMER THROUGH THESE PROGRAMS.IN ADDITION, WE TOOK ON BARRIERS TO SCHOOL READINESS BY GENERATING FOOD SUPPORT TO 10,451 HOUSEHOLDS THROUGH OUR SCHOOL-BASED FOOD DISTRIBUTION PARTNERS. WE ALSO HELPED NEARLY 4,000 STUDENTS RECEIVE SUPPORT FOR ASTHMA, DENTAL, VISION AND HEARING LOSS ISSUES. 1917357 200638 208332 COMMUNITY SUPPORT SERVICES:UNITED WE SERVE (VOLUNTEERS) - VOLUNTEER ACTION IS A KEY PART OF UNITED WAY'S MISSION, AND WITH UNITED WE SERVE, OUR PHILANTHROPIC ENGAGEMENT TEAM CREATES OPPORTUNITIES THROUGHOUT THE YEAR WITH ITS MONTHLY ENGAGEMENT OPPORTUNITIES. WE STARTED THE FISCAL YEAR IN THE COMMUNITY WITH POP-UP VOLUNTEER EVENTS TO BRING AWARENESS TO THE 9/11 DAY OF REMEMBRANCE, A MOMENT TO SUPPORT OTHERS IN TRIBUTE TO THOSE KILLED AND INJURED ON SEPTEMBER 11, 2001, FIRST RESPONDERS AND THE COUNTLESS OTHERS WHO SERVE TO DEFEND THE NATION'S FREEDOM AT HOME AND AROUND THE WORLD. FROM THERE, WE RALLIED THE COMMUNITY TO SUPPORT THOSE AFFECTED BY HURRICANE IAN THROUGH VOLUNTEERISM AND DONATION SUPPLY DRIVES TO RESPOND TO THE NEEDS THROUGHOUT OUR REGION. (CONTINUED ON SCHEDULE O)WE WELCOMED VOLUNTEERS TO STUFF THE BUS IN MANATEE COUNTY IN A PUBLIX PARTNERSHIP THAT PUT FOOD ON THE SHELVES OF THE MEALS ON WHEELS PLUS FOOD PANTRY. WE CREATED OPPORTUNITIES FOR VOLUNTEERS TO COMPOSE KITS FOR VETERANS, DISTRIBUTE MEALS DURING THE HOLIDAYS AND SHOWCASE THEIR CARE FOR THE COMMUNITY DURING THE MLK DAY OF SERVICE. THEY DID NOT DISAPPOINT. IN APRIL, THEY LACED UP THEIR SNEAKERS FOR THE 5K ON THE RUNWAY AT TAMPA INTERNATIONAL AIRPORT, RAISING MORE THAN $86,000 FOR OUR WORK. THAT EVENT PROVED TO BE THE UNOFFICIAL START OF OUR WEEK OF CARING, THE REGION'S LARGEST VOLUNTEER INITIATIVE CONNECTING HANDS-ON SERVICE WITH ORGANIZATIONS AND INDIVIDUALS IN NEED. THE CELEBRATION OF COMMUNITY SERVICE INSPIRED 414 VOLUNTEERS TO COMPLETE 51 PROJECTS FOR 26 ORGANIZATIONS. THE WORK EXTENDED TO MORE THAN 1,100 HOURS, DELIVERING A VALUE OF $37,079.UNITED WE LEAD - WHEN UNITED WAY SUNCOAST INVESTS IN COMMUNITY, IT INVESTS IN OUTCOMES. WE'RE CURRENTLY FULFILLING A THREE-YEAR, $18 MILLION COMMITMENT TO 100 PROGRAMS THAT SUPPORT EARLY LEARNING, YOUTH SUCCESS AND FINANCIAL STABILITY. WITH EACH PROGRAM WE'VE IMPLEMENTED ACCOUNTABILITY MEASURES THAT TARGET OBJECTIVES. THERE'S NO BETTER WAY TO STEWARD THE DOLLARS ENTRUSTED TO US, AND THERE'S NO BETTER WAY TO SHOW OUR SUPPORT FOR OUR STRATEGIC COMMUNITY PARTNERS.HOWEVER, TO ACHIEVE HIGHER QUALITY COMMUNITY IMPACT, OUR INVESTMENT STRATEGY MUST GO FURTHER. IT HAS TO INCLUDE SUPPORTING THE DEVELOPMENT AND GROWTH OF THE PEOPLE RUNNING OUR PARTNER PROGRAMS AS WELL AS FINDING WAYS TO ELIMINATE THE ADMINISTRATIVE AND KNOWLEDGE BARRIERS THEY FACE. IN FY 2023, WE CONTINUED TO INITIATE A VISIONARY PILOT PROGRAM TO INCREASE THE CAPACITY OF NONPROFIT PARTNERS. UTILIZING A SERIES OF WORKSHOPS AND MONTHLY COACHING SESSIONS, WE'VE YIELDED REMARKABLE RESULTS. WE'VE ALREADY SEEN PARTNERS LEVERAGE OUR RESOURCES TO WIN NEW GRANTS, REDUCE INEFFICIENCIES, IMPROVE INTERNAL COMMUNICATION AND COLLABORATION, AND IMPACT MORE PEOPLE MORE DEEPLY. IN FY2024, WE WILL LOOK TO TAKE THE NEXT STEP WITH THE RESILIENCY INSTITUTE, A GAME-CHANGING EFFORT THAT WILL BUILD ON THESE PRINCIPLES. 1576324 1576324 146796 DONOR DESIGNATED CONTRIBUTIONS: CONTRIBUTIONS TO UNITED WAY THAT DONORS DIRECT TO SPECIFIC 501(C)(3) AGENCIES. 1576324 1576324 146796 17219755 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 25 0 1 84 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X KELLY KAVANAUGH CFIO 8132740900 4925 INDEPENDENCE PKWY STE 120 TAMPA FL 33634 DAVID PIZZO CHAIR 1.00 X X 0 0 0 JAMES CAMP VICE CHAIR 1.00 X X 0 0 0 TRACI LARSEN TREASURER/FINANCE CHAIR 1.00 X X 0 0 0 LORI BAGGETT SECRETARY 0.25 X X 0 0 0 ERIC BAILEY DIRECTOR 0.25 X 0 0 0 SAM BLATT DIRECTOR (1/1/23-6/30/23) 0.25 X 0 0 0 KIMBERLY CRUM DIRECTOR 0.25 X 0 0 0 SCOTT CURTIS DIRECTOR 0.25 X 0 0 0 MICHAEL DAIGLE DIRECTOR (1/1/23-6/30/23) 1.00 X 0 0 0 TAMMY DAVIS DIRECTOR (1/1/23-6/30/23) 0.25 X 0 0 0 BRIAN DEMING DIRECTOR 0.25 X 0 0 0 JACKIE DEZELSKI DIRECTOR 0.50 X 0 0 0 JP DUBUQUE DIRECTOR 0.25 X 0 0 0 JAMIE EGASTI DIRECTOR 0.25 X 0 0 0 ESTELLA GRAY DIRECTOR 0.25 X 0 0 0 KIMBERLY HOPPER DIRECTOR 0.25 X 0 0 0 ROB LANE DIRECTOR 0.50 X 0 0 0 CHAD LOAR DIRECTOR 0.25 X 0 0 0 MELVA MCKAY BASS DIRECTOR 0.25 X 0 0 0 SARA NICHOLS DIRECTOR 0.25 X 0 0 0 BECKY PICKETT DIRECTOR 0.25 X 0 0 0 THAIS RODRIGUEZ-CAEZ DIRECTOR 0.25 X 0 0 0 ANTHONY ROLLE DIRECTOR 0.25 X 0 0 0 SONJA ROSARIO DIRECTOR 0.25 X 0 0 0 LAURA SCHMIDT DIRECTOR (1/1/23-6/30/23) 0.25 X 0 0 0 EMILY SCOTT DIRECTOR (1/1/23-6/30/23) 0.25 X 0 0 0 ALEX SINK DIRECTOR 0.25 X 0 0 0 MICHAEL SMITH DIRECTOR 0.25 X 0 0 0 ROBERT THOMPSON DIRECTOR 0.25 X 0 0 0 SEAN WILKINSON DIRECTOR (1/1/23-6/30/23) 0.25 X 0 0 0 MICHAEL ATTINELLA DIRECTOR (7/1/22-11/18/22) 0.25 X 0 0 0 STUART ROGEL DIRECTOR (7/1/22-12/31/22) 0.25 X 0 0 0 MATTHEW WALKER DIRECTOR (7/1/22-8/15/22) 0.25 X 0 0 0 GLENN WATERS DIRECTOR (7/1/22-12/31/22) 0.25 X 0 0 0 JESSICA MUROFF CEO 45.00 X 222996 0 21823 KELLY KAVANAUGH CHIEF FINANCIAL & INVESTMENT OFFICER 45.00 X 161520 0 14322 JENNIFER MCINTOSH CHIEF TALENT OFFICER 45.00 X 161821 0 7640 MARIA BRONWYN BEIGHTOL CHIEF IMPACT OFFICER 45.00 X 145679 0 26089 KARI GOETZ CHIEF MARKETING & ADVANCMENT OFFICER 45.00 X 135106 0 20810 EMERY IVERY CHIEF IMPACT OFFICER (THRU 9/9/22) 45.00 X 125977 0 13246 ERNEST HOOPER SR. VP MARKETING 45.00 X 100199 0 37508 1053298 0 141438 7 0 1 0 STRATUS LIVE LLC 6465 COLLEGE PARK SQUARE VIRGINIA BEACH VA 23464 IT SERVICES 356427 UPIC SOLUTIONS 334 BEECHWOOD RD STE 403 FORT MITCHELL KY 41017 IT SERVICES 233074 SIXWATCH 1646 W SNOW AVE TAMPA FL 33606 IT SERVICES 192967 BOB CARTER COMPANIES LLC 2145 14TH AVE STE 26 VERO BEACH FL 32960 CONSULTING 130137 RSA CONSULTING GROUP LLC 235 W BRANDON BLVD STE 640 BRANDON FL 33511 CONSULTING 120000 5 906466 5024 365725 14144820 501132 15422035 FUNDRAISING FEES 561110 208332 208332 SERVICE FEES 561110 146796 146796 355128 1179757 1179757 15043482 15730832 18905 -687350 -18905 -706255 -706255 11695 11695 11695 16262360 355128 0 485197 12142268 12142268 47772 47772 444946 168930 182873 93143 4150008 2209930 773696 1166382 106596 63526 15789 27281 609258 314151 120491 174616 350573 180148 72641 97784 35364 31 35312 21 102908 21945 68019 12944 125063 125063 703156 474158 122461 106537 129161 25412 99772 3977 820536 551961 182693 85882 1103656 435813 453956 213887 647815 288878 175158 183779 93125 48044 17983 27098 45196 9821 18620 16755 18560 116 18367 77 276966 121640 61706 93620 138410 68279 28171 41960 87262 37935 25707 23620 54349 8997 40895 4457 22232948 17219755 2639373 2373820 1103282 729558 5645496 3644074 1400999 1357130 174313 532390 3099838 1398077 1393127 1701761 43902730 39931366 6053555 7610831 59673502 55507110 1179800 592987 7899562 6971915 596110 363661 386221 1875754 10061693 9804317 X 39823138 35303946 9788671 10398847 49611809 45702793 59673502 55507110 X -5970588 2795811 -15979 -718260 X X 0 1 X 1 0 X 20619892 18979073 38846249 16849785 15422035 110717034 20619892 18979073 38846249 16849785 15422035 110717034 25025364 85691670 560895 600396 510672 859160 1179757 3710880 114427914 1687848 0.74890 0.72530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 22232948 22232948 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 24814615 2518333 957963 26374985 29853345 7619 -4255366 790983 24814615 24484184 57999 6212365 901203 29853345 24105009 41374 801501 463700 24484184 23218425 446975 1213999 774390 24105009 0.67646 0.14115 0.18239 1 0 276459 276459 1300878 445380 855498 522490 522490 0 555916 430207 125709 444095 444095 1701761 ACCRUED INTEREST RECEIVABLE 88388 CASH SURRENDER VALUE - LIFE INSURANCE 85051 GIFTED FACILITY 13455 COMMUNITY FOUNDATION INVESTMENTS 6298086 DEPOSITS 21317 OPERATING LEASE RIGHT-OF-USE ASSETS 1103970 DUE FROM AFFILIATES 564 7610831 ANNUITIES PAYABLE 183814 LEASE LIABILITIES 1676981 OBLIGATION UNDER REMAINDER TRUST AGREEMENT 14959 1875754 X 16649184 2795811 204 -721685 2074330 14574854 125063 1562443 1687506 16262360 20503279 16184 16184 20487095 125063 1620790 1745853 22232948 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE FUTURE SUPPORT FOR THE ORGANIZATION'S MISSION. THE ORGANIZATION'S INTERNALLY-CONTROLLED ENDOWMENT NET ASSETS ARE COMPRISED OF INVESTMENTS HELD IN VARIOUS DONOR ENDOWMENTS, INVESTMENTS HELD UNDER A CHARITABLE REMAINDER UNITRUST AGREEMENT, AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER THE PROVISIONS OF THE FLORIDA STATUTES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740 RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE INCOME TAX FILINGS FOR UNITED WAY SUNCOAST, INC., UNITED WAY OF MANATEE COUNTY, INC. AND UNITED WAY FOUNDATION OF MANATEE COUNTY FOR THE YEAR ENDED JUNE 30, 2020 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES -677,219. FUNDRAISING EXPENSES NET WITH REVENUE IN FINANCIAL STATEMENTS -44,466. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,576,324. LOSS ON SALE OF ASSETS -18,905. UW FOUNDATION OF MANATEE COUNTY CONTRIBUTION 5,024. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 1,576,324. FUNDRAISING EXPENSES NET WITH REVENUE IN FINANCIAL STATEMENTS 44,466. 1 211 TAMPA BAY CARES INC 14155 58TH ST N STE 211 CLEARWATER FL 33760 593355555 501(C)(3) 178000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ACADEMY PREP CENTER OF ST PETERSBURG 2301 22ND AVE S ST PETERSBURG FL 33712 593623000 501(C)(3) 23333 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ACADEMY PREP CENTER OF TAMPA 1407 E COLUMBUS DRIVE TAMPA FL 33605 593622978 501(C)(3) 23333 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING AFTER-SCHOOL ALL-STARS (TAMPA) 145 S FAIRFAX AVE SUITE 200 LOS ANGELES CA 90036 954441208 501(C)(3) 30000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ALL FAITHS FOOD BANK 8171 BLAIKIE CT SARASOTA FL 34240 650115814 501(C)(3) 278127 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING AMERICAN HEART ASSOCIATION - FL 11207 BLUE HERON BLVD N ST PETERSBURG FL 33716 135613797 501(C)(3) 15000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING AMSKILLSINC 7825 CAMPUS DRBUILDING 6 NEW PORT RICHEY FL 34653 823888203 501(C)(3) 106389 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING ARTZ 4 LIFE ACADEMY 1751 KINGS HIGHWAY CLEARWATER FL 33755 593483799 501(C)(3) 56667 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BAY AREA LEGAL SERVICESINC 1302 N 19TH ST SUITE 400 TAMPA FL 33605 591171886 501(C)(3) 280937 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BIG BROTHERS BIG SISTERS - SUN COASTMANATEE 1000 S TAMIAMI TRAIL SUITE C VENICE FL 34285 591361826 501(C)(3) 55000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING BIG BROTHERS 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33604 590810731 501(C)(3) 6250 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SUNCOAST VOICES FOR CHILDREN FOUNDATION 8550 ULMERTON ROAD SUITE 255 LARGO FL 33771 201133518 501(C)(3) 84667 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING SUNRISE CHILDREN'S SERVICES 2215 E HENRY AVE TAMPA FL 33610 590714818 501(C)(3) 131240 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA BAY NETWORK TO END HUNGER 4532 W KENNEDY BLVD TAMPA FL 33609 364758155 501(C)(3) 10000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA BAY PARTNERSHIP REGIONAL RESEARCH & EDUCATION FDN 4300 W CYPRESS ST STE 875 TAMPA FL 33607 593414776 501(C)(3) 20000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA BAY WORKFORCE ALLIANCE INC DBA CAREERSOURCE TAMPA BAY 4902 EISENHOWER BLVDSUITE 250 TAMPA FL 33634 593655316 501(C)(3) 136667 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA HOUSING FUNDING CORPORATION AKA TAMPA HOUSING AUTHORITY 5301 W CYPRESS ST TAMPA FL 33607 203350724 501(C)(3) 35981 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA JEWISH FAMILY SERVICES 13009 COMMUNITY CAMPUS DR STE 114 TAMPA FL 33625 591549670 501(C)(3) 15000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING TAMPA METROPOLITAN AREA YMCA 110 E OAK AVE TAMPA FL 33602 591742909 501(C)(3) 147868 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE CYPRESS INITIATIVE INC DBA THE SPARK INITIATIVE 913 S PARSONS AVE STE C BRANDON FL 33511 208378337 501(C)(3) 13333 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE DLRANDALL FOUNDATIONINC 1523 72ND ST EAST RUBONIA FL 34221 474988613 501(C)(3) 30000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE FLORIDA CENTER FOR EARLY CHILDHOOD 4620 17TH STREET SARASOTA FL 34235 591947024 501(C)(3) 65000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE SALVATION ARMY BRADENTON CORPS 1204 14TH ST W BRADENTON FL 34205 580660607 501(C)(3) 10000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE SHIRLEY PROCTOR PULLER FOUNDATION 4133 CORTEZ WAY S ST PETERSBURG FL 33712 464930592 501(C)(3) 126000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING THE SKILLS CENTER 5470 E BUSCH BLVD 132 TAMPA FL 33617 260631467 501(C)(3) 45000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UMA EDUCATION INC (AKA ULTIMATE MEDICAL ACADEMY) 3101 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 33607 472578950 501(C)(3) 10500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNITE USA INC 217 BROADWAY FL 8 NEW YORK NY 10007 461914165 501(C)(3) 30000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNITED COMMUNITY CENTERS INC DBA RUBONIA COMM CENTER BRADENTON FL 34206 650282384 501(C)(3) 50000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNITED FOOD BANK AND SERVICES 702 E ALSOBROOK ST SUITE H PLANT CITY FL 33563 593069728 501(C)(3) 81667 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNIVERSITY AREA COMMUNITY DEVELOPMENT CORPORATION INC 14013 N 22ND STREET TAMPA FL 33613 311624121 501(C)(3) 264667 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNIVERSITY COMMUNITY HOSPITAL FOUNDATION 3100 E FLETCHER AVE TAMPA FL 33613 592554889 501(C)(3) 33000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING UNIVERSITY OF SOUTH FLORIDA RESEARCH PROJECTS RECEIVABLES 4202 E FOWLER AVE TAMPA FL 33620 593102112 501(C)(3) 50105 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING WOMEN'S RESOURCE CENTER OF MANATEE 1926 MANATEE AVE W BRADENTON FL 34205 593034653 501(C)(3) 136696 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING WOMEN'S RESOURCE CENTER OF SARASOTA 1926 MANATEE AVE W BRADENTON FL 34205 593034653 501(C)(3) 45500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING YMCA OF SOUTHWEST FLORIDA INC 701 CENTER RD VENICE FL 34285 591629660 501(C)(3) 37500 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING YMCA OF THE SUNCOAST INC 2469 ENTERPRISE RD CLEARWATER FL 33763 590810731 501(C)(3) 25000 0 N/A N/A ALLOCATIONS, DESIGNATIONS, DISASTER RELIEF RESPONSE, GRANTS & PROGRAM IMPACT FUNDING 135 0 INDIVIDUAL SAVINGS ACCOUNT (IDA) PROGRAM MATCHES 7 17000 0 N/A N/A TRAINING PROGRAM TUITION PHLEBOTOMY 28 30772 0 N/A N/A PART I, LINE 2: MONITORING POLICIES FOR ALLOCATED GRANT FUNDING: ALL ORGANIZATIONS RECEIVING GRANT FUNDING HAVE PASSED AN INITIAL APPLICATION PROCESS THAT DEMANDS QUALIFICATION BASED ON QUALITY AND ACCOUNTABILITY FOR ALL ASPECTS OF THE ORGANIZATION (GOVERNANCE, FISCAL, PERSONNEL MANAGEMENT, AND PROGRAMS). ONCE ELIGIBLE, AGENCIES ARE INVITED TO APPLY ANNUALLY (OR ON A TIMELINE DETERMINED BY THE BOARD, CURRENTLY SET AT 3 YEARS) FOR SUPPORT OF SPECIFIC PROGRAMS ADDRESSING CRITICAL COMMUNITY NEED. PROGRAM APPLICATIONS ARE REVIEWED BY TEAMS OF STAFF AND VOLUNTEERS IN THE INVESTMENT REVIEW PROCESS. RECOMMENDATIONS FROM THESE TEAMS GO TO THE COMMUNITY AND PARTNERSHIP DEVELOPMENT COMMITTEE FOR APPROVAL BEFORE GOING TO THE BOARD FOR FINAL APPROVAL. PROGRAM GRANT CRITERIA INCLUDES: ALIGNMENT WITH UNITED WAY'S IMPACT AGENDA, PROGRAM PERFORMANCE, AND NEED OR AVAILABILITY OF FUNDS FROM OTHER SOURCES. QUALIFYING FOR FUNDING AS AN AGENCY DOES NOT GUARANTEE FUNDING FOR PROGRAM APPLICATIONS. GRANT PERFORMANCE IS REVIEWED EVERY QUARTER OR 6 MONTHS OR AS DETERMINED NECESSARY BY STAFF AND VOLUNTEERS. DATA IS STORED IN A SYSTEM, ECIMPACT, WHICH ANALYZES THE DATA AND CREATES REPORTS THEN UTILIZED BY THE ORGANIZATION IN MAKING DECISIONS ABOUT FUTURE FUNDING. X X X X 0 0 0 0 0 0 0 0 0 JESSICA MUROFF CEO 208272 0 7280 0 7444 0 9255 0 12568 0 244819 0 0 0 KELLY KAVANAUGH CHIEF FINANCIAL & INVESTMENT OFFICER 156669 0 2721 0 2130 0 6380 0 7942 0 175842 0 0 0 MARIA BRONWYN BEIGHTOL CHIEF IMPACT OFFICER 134747 0 9474 0 1458 0 5934 0 20155 0 171768 0 0 0 JENNIFER MCINTOSH CHIEF TALENT OFFICER 150317 0 10325 0 1179 0 6415 0 1225 0 169461 0 0 0 KARI GOETZ CHIEF MARKETING & ADVANCMENT OFFICER 131008 0 3184 0 914 0 0 0 20810 0 155916 0 0 0 X 46 501132 STOCK QUOTE 0 0 1 0 PART I, COLUMN (B): LINE 9, SECURITIES - PUBLICLY TRADED, REPORTS THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1, MISSION: UNITED WAY SUNCOAST SEVERS THE CONSTRAINTS THAT PREVENT FAMILIES FROM THRIVING. WE DISMANTLE THE BARRIERS TO HUMAN PROSPERITY, UNITING OUR COMMUNITY ALONG THE WAY. WHEN WE PROVIDE PATHWAYS TO EARLY LEARNING, FINANCIAL STABILITY, AND YOUTH SUCCESS, WE LIFT UP FAMILIES AS THEY CULTIVATE A FUTURE BEYOND THE CIRCUMSTANTIAL CONSTRAINTS PUT ON THEM. WE PROVIDE CHOICES. WE PROVIDE OPPORTUNITIES. WE CREATE SPACE TO GROW FOR ASSET-LIMIT, INCOME-CONSTRAINED, EMPLOYED (ALICE) FAMILIES. THESE HARD-WORKING PARENTS AND CHILDREN STAND JUST ONE UNEXPECTED EXPENSE FROM DIRE CIRCUMSTANCES. ALICE FAMILIES COMPOSE MORE THAN 43 PERCENT OF ALL HOUSEHOLDS IN OUR REGION, AND WE'RE WORKING TO CREATE EQUITY FOR THEM AND ALL THE COMMUNITY MEMBERS IN OUR FIVE-COUNTY FOOTPRINT: DESOTO, HILLSBOROUGH, MANATEE, PINELLAS AND SARASOTA COUNTIES. WE'RE OPERATING AND FUNDING SERVICES AND PROGRAMS TO HELP THEM CREATE THE LIFE THEY ENVISION FOR THEMSELVES AND FUEL THEIR FREEDOM TO RISE. FORM 990, PART III, LINE 2 IN FY 2023, UNITED WAY SUNCOAST INITIATED THE UNITED WE LEAD PROGRAM TO INCREASE THE CAPACITY OF NONPROFIT PARTNERS. SEE A COMPLETE DESCRIPTION OF THIS PROGRAM UNDER PART III, LINE 4C, COMMUNITY SUPPORT SERVICES. FORM 990, PART III, LINE 4B YOUTH SUCCESS CONDITIONS - UNITED WAY SUNCOAST'S YOUTH SUCCESS WORK FOCUSES ON YOUTH AND ADULTS BETWEEN THE AGES OF 10 AND 24. IT'S A BROAD RANGE OF MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS AND YOUNG ADULTS WHO NEED ASSISTANCE WITH DEVELOPING AN AWARENESS OF THEMSELVES AND THEIR OPTIONS, THE COMPETENCIES TO PURSUE THOSE OPPORTUNITIES, AND THE ABILITY TO MAKE GOOD FUTURE CHOICES FOR THEIR LIVES. ACADEMIC SUCCESS STANDS AT THE INTERSECTION OF THAT FRAMEWORK, AND WHILE CURRENT GRADUATION RATES IN UNITED WAY SUNCOAST'S REGION HOVER AROUND 88 PERCENT, WE KNOW THAT STUDENTS WITH LOWER ECONOMIC ADVANTAGES ARE LESS LIKELY TO GRADUATE. OF EQUAL CONCERN IS THAT OUR FIVE-COUNTY REGION HAS AN ESTIMATED 35,200 DISCONNECTED YOUTH LIVING IN THE FIVE-COUNTY FOOTPRINT OF UNITED WAY SUNCOAST. THE HIGHEST PERCENTAGE RATE LIVES IN DESOTO COUNTY (19.3). DISCONNECTED YOUTH ARE MORE LIKELY TO BE LIVING IN POVERTY, LIVING WITH A DISABILITY, LIVING IN AN INSTITUTION, NOT COMPLETING HIGH SCHOOL, BE WOMEN WITH CHILDREN, BE UNINSURED, OR RECEIVE MEDICAID. INVESTMENTS - IN FY2023, UNITED WAY SUNCOAST INVESTED $1.1 MILLION IN 24 YOUTH SUCCESS PROGRAMS, INCLUDING GENTLEMEN'S QUEST OF TAMPA, STARTING RIGHT, NOW, BIG BROTHERS/BIG SISTERS AND BOYS AND GIRLS CLUBS. OF THOSE SERVED, 3,500 RESIDE IN UWS ZIP CODES OF FOCUS. IN ADDITION, UNITED WAY SUNCOAST CHOSE CAREERSOURCE TAMPA BAY TO STUDY HOW WE CAN BETTER FOCUS ITS FUTURE YOUTH SUCCESS WORK. PHASE ONE OF THE STUDY OUTLINES FACTORS THAT DRIVE YOUTH SUCCESS, IDENTIFIES ORGANIZATIONS AND ASSETS THAT ALIGN WITH YOUTH SUCCESS FACTORS WITHIN THE UWS FIVE-COUNTY REGION AND REVEALS THE FINDINGS OF A SWOT ANALYSIS TO BETTER INFORM UWS'S COMMUNITY INVESTMENT. IMPACTS - UNITED WAY SUNCOAST'S PARTNERS HELPED MORE THAN 3,000 YOUTH GAIN ESSENTIAL SKILLS RELATED TO CAREER READINESS AND TRAJECTORY. MORE THAN 400 YOUTH GAINED WORK EXPERIENCE VIA JOBS OR INTERNSHIPS. ADDITIONALLY, PHASE ONE OF THE CAREERSOURCE TAMPA BAY STUDY CHARTERED A COURSE FOR THE FUTURE, IDENTIFYING FIVE SUCCESS FACTORS: COACHING/MENTORING AND PARENTAL SUPPORT; CAREER EXPLORATION AND TRAINING; LIFE SKILLS TRAINING; ACADEMIC SUCCESS AND FINANCIAL LITERACY. IT ALSO YIELDED SEVERAL KEY RECOMMENDATIONS. SPECIFICALLY, IT ADVISES THAT UWS INVEST IN PROGRAMS AND SERVICES THAT PRODUCE MEASURABLE RESULTS WHICH ALIGN WITH THE FIVE YOUTH SUCCESS FACTORS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS THREE CLASSES OF MEMBERS: THE MEMBERS OF THE MANATEE AREA BOARD (MANATEE MEMBERS), THE MEMBERS OF THE SARASOTA/DESOTO AREA BOARD (SARASOTA/DESOTO MEMBERS), AND THE MEMBERS OF THE HILLSBOROUGH/PINELLAS AREA BOARD (HILLSBOROUGH/PINELLAS MEMBERS). EACH AREA BOARD SHALL CONSIST OF NOT LESS THAN 9 AND NOT MORE THAN 25 MEMBERS. THE PURPOSES OF EACH AREA BOARD ARE: (A) TO LEAD FUNDRAISING IN THE COUNTIES APPLICABLE TO SUCH AREA BOARD; (B) TO HAVE A SUBSTANTIAL ROLE WITH RESPECT TO THE ALLOCATION OF FUNDS RAISED WITH RESPECT TO SUCH COUNTIES TO AGENCIES AND INITIATIVES LOCATED IN SUCH COUNTIES; (C) TO APPOINT THE MEMBERS OF SUCH AREA BOARD; AND (D) TO APPOINT CERTAIN INDIVIDUALS TO THE BOARD OF DIRECTORS OF THE CORPORATION. EACH AREA BOARD SHALL MEET SEPARATELY NOT LESS THAN FOUR TIMES PER YEAR. ONE OF SUCH MEETINGS SHALL BE AN ANNUAL MEETING. AT EACH ANNUAL MEETING OF AN AREA BOARD, THE MEMBERS OF THE AREA BOARD SHALL ELECT A CHAIR, VICE CHAIR, AND SECRETARY. FORM 990, PART VI, SECTION A, LINE 7A EACH AREA BOARD SHALL SUBMIT TO THE BOARD OF DIRECTORS OF THE CORPORATION, NOT EARLIER THAN 90 DAYS, AND NOT LATER THAN 30 DAYS, BEFORE THE DATE OF EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS, THE NAME OF ANY INDIVIDUAL WHOM SUCH AREA BOARD WISHES TO ELECT TO THE BOARD OF DIRECTORS OF THE CORPORATION AT SUCH ANNUAL MEETING. SUCH INDIVIDUAL SHALL BE DEEMED ELECTED TO THE BOARD OF DIRECTORS OF THE CORPORATION AT SUCH ANNUAL MEETING UNLESS SUCH ELECTION IS VETOED BY A VOTE OF NOT LESS THAN TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS. WITHIN 10 DAYS AFTER ANY SUCH VETO, THE AREA BOARD WHOSE ELECTION WAS VETOED MAY SUBMIT TO THE BOARD OF DIRECTORS THE NAME OF ANOTHER INDIVIDUAL WHOM THE AREA BOARD PROPOSES TO ELECT TO THE BOARD OF DIRECTORS INSTEAD OF THE INDIVIDUAL WHO WAS VETOED, AND SUCH OTHER INDIVIDUAL WILL BECOME A MEMBER OF THE BOARD OF DIRECTORS UNLESS, AT OR BEFORE THE NEXT REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS, SUCH OTHER INDIVIDUAL'S ELECTION IS VETOED BY THE VOTE OF NOT LESS THAN TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS. THE APPLICABLE AREA BOARD SHALL CONTINUE TO SUBMIT THE NAMES OF INDIVIDUALS PURSUANT TO THE PROCESS DESCRIBED ABOVE UNTIL AN INDIVIDUAL IS NOT VETOED BY THE BOARD OF DIRECTORS. ANY VETOES SHALL BE FINAL AND BINDING ON THE AREA BOARD AND EACH INDIVIDUAL WHO WAS VETOED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE AND THE AUDIT AND ETHICS COMMITTEE IN A JOINT MEETING. THE COMMITTEES VOTE TO APPROVE THE FORM. THE REPORT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. ONCE APPROVED, THE REPORT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND SUBMIT A SIGNED CONFLICT OF INTEREST FORM TO THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE REVIEWS ALL SUBMISSIONS AND, IF NECESSARY, FOLLOWS UP WITH ANY POSSIBLE CONFLICTS. ANY MEMBERS WITH CONFLICTS MUST RECUSE THEMSELVES FROM ANY RELATED ACTION OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE, SUBJECT TO APPROVAL OF THE BOARD OF DIRECTORS, FOR ESTABLISHING AND MAINTAINING A BROAD COMPETITIVE COMPENSATION PROGRAM TO ATTRACT, RETAIN, AND MOTIVATE UNITED WAY SUNCOAST CEO AND FOR ENSURING THAT THE COMPENSATION PROGRAM MEETS ALL LEGAL REQUIREMENTS UNDER THE IRS INTERMEDIATE SANCTION RULES AND BEST GOVERNANCE PRACTICES FOR TRANSPARENCY AND ACCOUNTABILITY. THE COMMITTEE MAY ALSO MAKE RECOMMENDATIONS WITH RESPECT TO COMPENSATION PROGRAM STRUCTURE, POLICY, PAY LEVELS AND SUCCESSION PLANS FOR OTHER EXECUTIVES. THE COMMITTEE REVIEWS COMPENSATION COMPARABILITY DATA FOR THE CEO AND OTHER EXECUTIVES FROM AN ANNUAL COMPENSATION STUDY CONDUCTED BY AN INDEPENDENT CONSULTANT. THE LAST STUDY WAS COMPLETED APRIL 2023. "EXECUTIVES" REFERS TO THE CHIEF EXECUTIVE OFFICER (CEO), OTHER CHIEF OFFICERS, AND/OR ANY EMPLOYEE WHO HAS SIGNIFICANT MANAGEMENT RESPONSIBILITY FOR A SEGMENT OF THE ORGANIZATION OR WOULD OTHERWISE BE CONSIDERED A "DISQUALIFIED PERSON" UNDER THE INTERMEDIATE SANCTION RULES. THE COMMITTEE CONSISTS OF THREE OR MORE MEMBERS, THE MAJORITY (AT LEAST TWO) OF WHICH SHALL BE MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE CHAIR IS APPOINTED BY THE BOARD CHAIR AND MUST BE A MEMBER OF THE BOARD. WHENEVER POSSIBLE, THE BOARD CHAIR WILL SERVE AS THE VICE CHAIR OF THE COMMITTEE IN RECOGNITION OF HIS/HER RELATIONSHIP TO THE CEO AND HIS/HER RESPONSIBILITY IN CARRYING OUT THE CEO PERFORMANCE REVIEW ON BEHALF OF THE BOARD OF DIRECTORS. COMMITTEE MEMBERS ARE RECRUITED BY THE COMMITTEE CHAIR. THE COMMITTEE INCLUDES MEMBERS OF THE COMMUNITY WHO POSSESS EXPERIENCE AND EXPERTISE IN HUMAN RESOURCES, BENEFITS, OR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, ANNUAL REPORT, AND FORM 990 AVAILABLE TO THE PUBLIC ON ITS WEBSITE AS WELL AS UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -41,041. PROVISION FOR UNCOLLECTIBLE PLEDGES -677,219. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT AND ETHICS COMMITTEE (THE COMMITTEE) IS RESPONSIBLE FOR ASSISTING THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES. AMONG THE RESPONSIBILITIES OF THE COMMITTEE IS THE OVERSIGHT OF THE INTEGRITY OF THE ORGANIZATION'S FINANCIAL ACCOUNTING PROCESSES AND SYSTEMS OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING, AND USE OF ASSETS; THE INDEPENDENCE AND PERFORMANCE OF THE INDEPENDENT AUDITORS AND STAFF WITH FINANCE RESPONSIBILITIES; AND THE AUDITOR SELECTION PROCESS. IN RELATION TO THE ANNUAL AUDIT, THE COMMITTEE: -MEETS IN EXECUTIVE SESSION WITH THE INDEPENDENT AUDITORS -OBTAINS A FORMAL STATEMENT FROM THE AUDITORS ANNUALLY REGARDING THEIR INDEPENDENCE -OBTAINS A REPORT ANNUALLY REGARDING THE AUDITORS' QUALITY CONTROL PROCEDURES AND ANY REPORT ISSUED AS A RESULT OF A QUALITY CONTROL REVIEW OF THE AUDITORS -OBTAINS AND REVIEWS ANY SIGNIFICANT CORRECTING AUDIT ADJUSTMENTS OR PASSED CORRECTING AUDIT ADJUSTMENTS -REVIEWS THE DISPOSITION OF ANY MANAGEMENT LETTER COMMENTS, INTERNAL CONTROL AND/OR FRAUD RELATED MATTERS THAT ARISE DURING THE COURSE OF THE ANNUAL AUDIT -PRE-APPROVES ALL NON-AUDIT SERVICES (OTHER THAN 990 AND 5500 PREPARATION) -REVIEWS AND DISCUSSES WITH MANAGEMENT AND THE INDEPENDENT AUDITOR ALL CRITICAL ACCOUNTING POLICIES -REQUIRES THE INDEPENDENT AUDITING FIRM TO ROTATE AUDIT MANAGER EVERY 3-5 YEARS -REVIEWS ANNUALLY THE FORM 990 PRIOR TO FILING AND ENSURES THE CEO AND COO HAVE CERTIFIED THE CONTENTS OF THE FORM -PROVIDES AN AVENUE OF COMMUNICATION AMONG THE ORGANIZATION'S INDEPENDENT AUDITORS, MANAGEMENT, STAFF, AND THE BOARD OF DIRECTORS UNITED WAY FOUNDATION OF MANATEE COUNTY 4925 INDEPENDENCE PKWY STE 120 TAMPA FL 336347548 650836972 INCREASE AWARENESS OF UNITED WAY SUNCOAST, INC. (DISSOLVED 11/17/22) FL 501(C)(3) LINE 12A, I 0 CHARITABLE REMAINDER UNITRUST (1) INVESTMENTS FL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0