2025-04-30T08:58:11+00:00 2024-06-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-07-01 590637825 UNITED WAY OF NORTHEAST FLORIDA INC UNIT 9043903200 40 East Adams Street Suite 310 Jacksonville FL 32202 Melanie Patz President and CEO 9043903200 2025-04-30 true Amy Bibby P00445891 8282542254 2025-04-25 2023 2025-03-06 01:10:19Z Melanie Patz 40 East Adams Street Suite 310 Jacksonville FL 32202 25453183 false X www.unitedwaynefl.org X 1964 FL United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas. 19 19 100 3554 0 0 41184019 23035036 270 726 944627 1623923 251332 793498 42380248 25453183 18860859 17743799 0 0 5889746 5815451 0 0 764166 4283695 4694162 29034300 28253412 13345948 -2800229 58770941 59555774 8806702 8378320 49964239 51177454 United Way envisions a community of opportunity where everyone has hope and can reach their full potential. United Way's mission is to solve Northeast Florida's toughest challenges by connecting people, resources and ideas. false false 24240798 17743799 726 United Way provides and funds programs in Northeast Florida, that deliver vital services to the community that create a community of opportunity where everyone has hope and can reach their full potential. This begins with improving economic mobility for all Northeast Florida residents. We do this by investing in programs and initiatives that make it easier for people to break the cycle of poverty and live a better life. CREATING OPPORTUNITY by addressing: Basic Needs, Financial Well Being and Community Resiliency. Basic Needs Provide families with access to nutritious food, stable housing and mental health support during times of crisis. Financial Well-Being Help individuals obtain a quality education, steady employment and assets to weather financial challenges; and Community Resiliency breaking down barriers to success for individuals and families living below the ALICE threshold. 24240798 true true false false false false false false true true false false false true true true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 22 0 true 100 true false false false false false false false false false false false false X 19 19 false false true false false false false true true false false true true true true true true true true false FL X X X X Olga Mendoza 9043903292 40 East Adams Street Suite 310 Jacksonville FL 32202 Jerry Delgado Treasurer and Chair, audit Committee 2.0 X X 0 0 0 Sabeen Perwaiz Secretary and Chair of nominating and governance committee 2.0 X X 0 0 0 Aundra Wallace Director 1.0 X 0 0 0 Brent Larosa Director 1.0 X 0 0 0 Brian Evans Director 1.0 X 0 0 0 Delores Barr Weaver Director 1.0 X 0 0 0 Diana Sorfleet Director 1.0 X 0 0 0 Dr Diana Greene Director 1.0 X 0 0 0 Greg Montana Director 1.0 X 0 0 0 Jan Hanak Director 1.0 X 0 0 0 Joseph Davidson Director 1.0 X 0 0 0 Kirk Larsen Director 1.0 X 0 0 0 Lior Spring Director 1.0 X 0 0 0 Lisa Palmer Chair of the Board 2.0 X 0 0 0 Matt Zuino Director 1.0 X 0 0 0 Ned PEVERLEY Chair, Community Investments Council 2.0 X 0 0 0 Patty KEENAN Director 1.0 X 0 0 0 Phillip Lee Chair, Resource Development Council 2.0 X 0 0 0 RUDY F JAMISON JR EdD Director 1.0 X 0 0 0 Sara LEY Chair, VCE Council 2.0 X 0 0 0 MELANIE PATZ President & CEO 70.0 X 259601 0 40807 Olga Mendoza VP of Finance 50.0 X 11647 0 0 Robin Abbot Chief Financial Officer 45.0 X 104159 0 7088 Coretta Hill COO 50.0 X 146483 0 9545 Dietz Brent IT Director 45.0 X 141190 0 19551 James Ellout VP of Community Impact 45.0 X 104711 0 20259 Jeffrey Winkler Head of Basic Needs 45.0 X 104014 0 19404 Porter Keto Director, Full Service Schools 45.0 X 101698 0 21775 973503 0 138429 7 false true false enterprise Integration 10950-60 San Jose Blvd Jacksonville FL 32223 IT Services 137234 Adjective & Co 333 4th Avenue North jacksonville beach FL 32250 Advertising 133000 On Ideas Inc 245 Riverside Ave STE 200 Jacksonville FL 32202 Advertising 106572 3 23455 9868848 13142733 187441 23035036 Service Fees 900099 726 726 0 0 0 0 726 1623923 1623923 0 0 0 0 Miscellaneous Income 900099 793498 793498 0 0 0 0 793498 25453183 726 0 2417421 17625920 17625920 117879 117879 375406 64900 245606 64900 4214980 3056562 810183 348235 876444 595982 201582 78880 348621 237062 80183 31376 345 345 97200 97200 424901 424901 1302671 734656 559874 8141 241992 214688 22794 4510 469046 318951 107881 42214 439995 324501 82462 33032 43487 31619 7305 4563 141600 96288 32568 12744 59497 39502 13805 6190 United Way Worldwide Membership 400935 272636 92215 36084 Bank Charges and Fees 47418 32244 10906 4268 Operating Supplies and Equipment 1025075 477408 458638 89029 0 0 0 0 28253412 24240798 3248448 764166 3053314 3885374 1812670 3885458 7841911 6498863 2279209 2627602 0 0 0 0 625610 229667 1986451 1835074 292977 151377 42421695 41991750 0 0 443555 285683 58770941 59555774 3440142 3542105 0 0 5366560 4836215 8806702 8378320 X 27191797 27098310 22772442 24079144 49964239 51177454 58770941 59555774 -2800229 2792186 1221258 0 X false true X true true true X 21631028 49740276 43875652 41184019 23035036 179466011 0 0 21631028 49740276 43875652 41184019 23035036 179466011 11765404 167700607 68525 55927 274737 944627 1623923 2967739 0 0 0 0 0 0 0 182433750 437652 0.9192 0.9239 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22250075 250000 3117059 1413381 24203753 1782126 19771694 1717909 1021654 22250075 2051505 332 -256581 13130 1782126 1605655 48531 450921 53602 2051505 1619733 59629 73707 1605655 0.029 0.971 0.0 true false 1986451 1835074 151377 151377 Designations Payable 2129838 Refundable Advances 1113994 Operating Lease Liabilities 372701 Finance Lease Liabilities 52360 First Coast Relief Fund payable 1167322 4836215 X 25195581 2792186 0 2792186 22403395 424901 2624887 3049788 25453183 25203624 0 0 25203624 424901 2624887 3049788 28253412 Schedule D, Part V, Line 4 Intended uses of endowment funds As part of its Planned Giving Program, United Way established and will grow endowment funds to provide income for sustaining operations against fluctuations in the annual campaign revenue; to enhance annual campaign revenue from income generated by the endowed gifts; and to provide program funding flexibility not possible through annual campaign revenue including emergency funding, venture grants, administrative costs, challenge grants and infrastructure need. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote United Way is exempt from federal and state income taxes under Internal Revenue Code Section 501(c)(3). Accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. United Way has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2024. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Donor Designations - 2624887 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Donor Designations - 2624887 true ABILITY HOUSING OF NORTHEAST FLORIDA 593087085 501 (c) (3) 100000 Permanent Supportive and Affordable Housing ANNIERUTH FOUNDATION 461171456 501 (c) (3) 6000 Youth Enrichment Micro Grant BAKER COUNTY COUNCIL ON AGING 591596339 501 (c) (3) 50000 Home Delivered Meals Program BARNABAS CENTER INC 592920275 501 (c) (3) 90000 Crisis Assistance BEAM 592564222 501 (c) (3) 50000 Single Parent Project BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA 590683256 501 (c) (3) 200000 OneToOne Mentoring Nassau BOYS & GIRLS CLUB OF NORTHEAST FLORIDA 596167630 501 (c) (3) 575000 Traditional Clubs CATHEDRAL ARTS PROJECT INC 593672453 501 (c) (3) 20000 Children art education CHILD GUIDANCE CENTER INC 590704727 501 (c) (3) 1656191 Full Service Schools CHILDRENS HOME SOCIETY OF FLORIDA 590192430 501 (c) (3) 1059417 Full Service Schools CITY YEAR INC (JACKSONVILLE) 222882549 501 (c) (3) 150000 Whole School Whole Child CLARA WHITE MISSION 596002104 501 (c) (3) 90000 Daily Feeding Program COMMUNITIES IN SCHOOLS OF JACKSONVILLE 593027895 501 (c) (3) 114000 Positive Youth Development COMMUNITY HOSPICE OF NORTHEAST FLORIDA FOUNDATION FOR CARING INC 593583920 501 (c) (3) 10000 camp healing powers program for children DANIEL MEMORIAL INC 593067752 501 (c) (3) 1508218 Project Prepare/Mental Health Services DELORES BARR WEAVER POLICY CENTER 460938295 501 (c) (3) 8000 Youth Enrichment Micro Grant DOWNTOWN ECUMENICAL SERVICES COUNCIL 592437003 501 (c) (3) 175000 Rent and Electric Assistance DUVAL COUNTY PUBLIC SCHOOLS 596000589 501 (c) (3) 72132 Full Service Schools DUVAL COUNTY PUBLIC SCHOOLS ATTN KATRINA TAYLOR STUDENT DISCIPLINE & SUPPOR T SERV 596000589 501 (c) (3) 26000 Full Service Schools EARLY LEARNING COALITION OF DUVAL COUNTY 593688924 501 (c) (3) 591419 Success by 6 EMPOWERMENT ACADEMY INC 453801183 501 (c) (3) 10000 Youth Enrichment Micro Grant EPISCOPAL CHILDREN'S SERVICES 591146765 501 (c) (3) 184730 Success by 6 FAMILY FOUNDATIONS 593759863 501 (c) (3) 828613 Full Service Schools FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 593759863 501 (c) (3) 200000 Parent Needs Assistance FIRST COAST ESPORTS ALLIANCE INC 881805443 501 (c) (3) 6500 Youth Enrichment Micro Grant FLORIDA SHERIFFS YOUTH RANCHES 237303117 501 (c) (3) 15000 Student tutoring, education, and educational supplies GENERATION USA 843357705 501 (c) (3) 68750 Workforce Development GIRL SCOUTS OF GATEWAY COUNCIL 590637857 501 (c) (3) 50000 Summer Camps GIRLS INCORPORATED OF JACKSONVILLE 591317196 501 (c) (3) 85000 Strong Smart Bold GROUNDWORK JACKSONVILLE INC 472342111 501 (c) (3) 300000 Homeownership Preservation HUBBARD HOUSE INC 591814635 501 (c) (3) 50000 Emergency Services/Children's Program IM SULZBACHER CENTER FOR THE HOMELESS INC 593229898 501 (c) (3) 249000 Assistance for homeless community & Economic Mobility JACKSONVILLE AREA LEGAL AID 590696291 501 (c) (3) 100000 Legal Assistance Program JACKSONVILLE ARTS AND MUSIC SCHOOL 471225657 501 (c) (3) 8500 Youth Enrichment Micro Grant JACKSONVILLE GULLAH GEECHEE NATION COMMUNITY DEVELOPMENT GROUP 300632202 501 (c) (3) 7000 Youth Enrichment Micro Grant JACKSONVILLE PUBLIC EDUCATION FUND 592756660 501 (c) (3) 39985 Parent Engagement JACKSONVILLE URBAN LEAGUE 590637865 501 (c) (3) 6000 Youth Enrichment Micro Grant JASMYN 593284175 501 (c) (3) 100000 Youth Homelessness JEWISH FAMILY & COMMUNITY SERVICES 590637868 501 (c) (3) 3146558 Achievers for Life KRUMPIN 4 SUCCESS 260222680 501 (c) (3) 7000 Youth Enrichment Micro Grant LEARN TO READ-LITERACY ALLIANCE OF NEFL 237153919 501 (c) (3) 89000 Education Assessment and LDS LEVEL THE PLAYING FIELD LEADERSHIP ACADEMY 850986354 501 (c) (3) 7500 Youth Enrichment Micro Grant LIFT JAX INC 850819002 501 (c) (3) 350000 Homeownership Preservation LISC LOCAL INITIATIVE SUPPORT 133030229 501 (c) (3) 443500 Economic development engine for underserved neighborhoods LUTHERAN SOCIAL SRVCS OF NORTHEAST FLORIDA 591965600 501 (c) (3) 75000 Nourishment Network MALIVAI WASHINGTON YOUTH FOUNDATION 593559150 501 (c) (3) 120000 TnT Program MELANIN MARKET 852280318 501 (c) (3) 5192 Youth Enrichment Micro Grant MOORE MYERS CHILDREN'S FUND 831765266 501 (c) (3) 6000 Youth Enrichment Micro Grant MYVILLAGE PROJECT INC 473046049 501 (c) (3) 7000 Youth Enrichment Micro Grant NASSAU COUNTY COUNCIL ON AGING 237375273 501 (c) (3) 75000 Geriatric Case Manager Program NEW HEIGHTS OF NORTHEAST FLORIDA 590718304 501 (c) (3) 120000 Adult & Children Therapy Services NORTHEAST FLORIDA AREA AGENCY ON AGING 591569867 501 (c) (3) 100000 Home Delivered Meals Program NORTHSIDE COMMUNITY INVOLVEMENT 593390714 501 (c) (3) 50000 Full Service Schools OPERATION NEW HOPE 593590360 501 (c) (3) 350000 Ready4Work PACE CENTER FOR GIRLS 592414492 501 (c) (3) 100000 Health Clinic READ USA INC 474729513 501 (c) (3) 250000 Illiteracy in grade-level readers REGIONAL FOOD BANK OF NORTHEAST FLORIDA INC 465014769 501 (c) (3) 350000 Access to Healthy Food SALVATION ARMY NORTHEAST FLORIDA AREA COMMAND 580660607 501 (c) (3) 50000 Red Shield Lodge & Family Services (Clay, Duval & Nassau) SANCTUARY OF NORTHEAST FLORIDA INC 593108041 501 (c) (3) 50000 Afterschool and Summer Program SEAMARK RANCH 621858150 501 (c) (3) 40000 Family home model ST VINCENTS FOUNDATION 592219923 501 (c) (3) 25000 Mobile health outreach THE CARPENTER'S SHOP CENTER INC 202828807 501 (c) (3) 48000 Afterschool and Summer Program THE SOYINI CIRCLES GIRLS CORP 811692772 501 (c) (3) 6500 Full Service Schools URBAN GEOPONICS 462265009 501 (c) (3) 7000 Youth Enrichment Micro Grant US AND OUR CHILDREN INC DBA KASH KIDS 061690984 501 (c) (3) 7000 Full Service Schools VISION IS PRICELESS COUNCIL INC 593386495 501 (c) (3) 25000 Vision Care Services VOLUNTEERS IN MEDICINE JACKSONVILLE INC 753002172 501 (c) (3) 25000 Primary and specialty care WALK-OFF CHARITIES OF JAX INC 821119696 501 (c) (3) 6000 Youth Enrichment Micro Grant WEST JAX OUTREACH INC DBA COMMUNITY HEALTH OUTREACH 593038067 501 (c) (3) 10000 Food Distribution YEAR UP INC 043534407 501 (c) (3) 75000 Workforce Development YMCA OF FLORIDA'S FIRST COAST 590638514 501 (c) (3) 50000 YMCA Urban Teen & Health Programs 71 0 RENT ASSISTANCE 53 106159 STUFF THE BUS 0 11720 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Because funding is reported by purpose, agencies may be listed more than once. However, the dollars are not duplicated. A volunteer committee of accounting professionals reviews the financial statements of the agencies requesting funding to ensure proper use of United Way funds. Funding is granted based on the criticality of the need being addressed by the program, the program's impact on addressing the need, the participants' results in the program, the utilization of the program's capacity and the importance of United Way funding to the success of the program. Funding is granted through targeted Notice of Funding Opportunities (NOFO) with formal review processes occurring annually. Bi-Annual reports of performance measures and utilization of capacity are reviewed by staff and volunteers. In addition, United Way of Northeast Florida is an open donor choice organization and distributes donor designations as requested. X X X X false false false false false false false false false MELANIE PATZ President & CEO 259601 0 0 0 0 0 22500 0 18307 0 300408 0 0 0 Coretta Hill COO 146483 0 0 0 0 0 0 0 9545 0 156028 0 0 0 Dietz Brent IT Director 141190 0 0 0 0 0 0 0 19551 0 160741 0 0 0 X 8 187441 Market value 0 Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The organization is reporting the number of contributors. Form 990, Part VI, Line 4 Significant changes to organizational documents The bylaws were changed to extend terms from two three-year terms to three three-year terms. Form 990, Part VI, Line 11b Review of form 990 by governing body The Audit Committee meets with the independent auditors. They discuss the audit process; review and accept the audit; and meet in executive session with the audit team. At the Audit Committee meeting, the IRS Form 990 is reviewed. The form 990 is distributed to the board of directors for their approval prior to filling. Form 990, Part VI, Line 12c Conflict of interest policy Annually all Directors, Audit Committee Members and Staff Members review the conflict of interest policy included in the Code of Ethics and certify they recognize and understand their obligations and disclose any conflicts. Should situations arise during the course of the year, the individual immediately discloses the new situation. Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation is reviewed and approved with the budget. Local market data is part of the analysis process. In addition, organizational growth, strategic direction and individual responsibilities and performance are considered when the President determines annual compensation for each Leadership Team member. The President's compensation is evaluated and set annually by the Board of Directors. Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation is reviewed and approved with the budget. Local market data is part of the analysis process. In addition, organizational growth, strategic direction and individual responsibilities and performance are considered when the President determines annual compensation for each Leadership Team member. The President's compensation is evaluated and set annually by the Board of Directors. Form 990, Part VI, Line 18 How forms are made available to the public United Way provides governing documents and its conflict of interest policy upon request. Audited financial statements are available on request. Both prior year and current year audits are posted electronically on United Way's website www.unitedwaynefl.org/about-us/financial-information/ Form 990, Part VI, Line 19 Required documents available to the public United Way provides governing documents and its conflict of interest policy upon request. Audited financial statements are available on request. Both prior year and current year audits are posted electronically on United Way's website www.unitedwaynefl.org/about-us/financial-information/