2020-11-11T08:50:19-06:00 2020-06-30 721396621 CARR RIGGS & INGRAM LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990 2019-07-01 596018986 UNITED WAY OF ST JOHNS COUNTY INC UNIT 9048299721 PO BOX 1007 ST AUGUSTINE FL 32085 MILTON NUCKOLS TREASURER 9048299721 2020-11-04 1 LOUISE H ANDERSON CPA P00076150 9043566023 2020-10-30 159.100.163.122 2020-11-04 14:28:09 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 27F156286BFF40C945AEC1E8A8F1670B777AE287 2019 2021-01-29 14:40:06Z MILTON NUCKOLS PO BOX 1007 ST AUGUSTINE FL 32085 1736468 0 X WWW.UNITEDWAY-SJC.COM X 1967 FL TO POSITIVELY IMPACT LIVES IN ST. JOHNS AND PUTNAM COUNTIES. THE VISION IS TO INSPIRE AND LEAD A COMMUNITY UNITED IN PROVIDING TRANSFORMATIVE HEALTH, EDUCATION AND FINANCIAL STABILITY FOR ALL GENERATIONS BY COLLABORATING WITH DONORS, PARTNERS AND VOLUNTEERS. 18 18 7 459 0 0 1321451 1647052 0 0 8268 12050 52264 -5016 1381983 1654086 855348 698522 0 0 279266 320964 0 0 128227 189597 181675 1324211 1201161 57772 452925 1651403 1854444 658161 405673 993242 1448771 X UNITED WAY OF ST. JOHNS COUNTY FIGHTS FOR THE EDUCATION, HEALTH AND FINANCIAL STABILITY FOR EVERY PERSON IN OUR COMMUNITY BY FOCUSING ON THE THINGS THAT ARE NEEDED FOR A GOOD LIFE: A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. 1 0 396377 330037 10668 COMMUNITY INVESTMENT: UNITED WAY OF ST. JOHNS COUNTY STRATEGICALLY INVESTS IN QUALITY PROGRAMS, BUILDING PARTNERSHIPS, ADVOCATING FOR BETTER POLICIES, ENGAGING OUR COMMUNITY, AND LEVERAGING RESOURCES. ONE AREA OF INVESTMENT IS THROUGH COMMUNITY IMPACT GRANTS PROVIDED TO PARTNER ORGANIZATIONS IN THE COMMUNITY WHO FOCUS ON EDUCATION, HEALTH, AND FINANCIAL STABILITY. THE PROCESS USUALLY ENGAGES NUMEROUS COMMUNITY VOLUNTEERS TO VISIT AND REVIEW PROGRAMS. THIS YEAR THE PANDEMIC SHIFTED THE PROCESS. TWENTY-EIGHT GRANTS WERE APPROVED FOR AGENCIES WITH AN EARLIER PAYOUT TO HELP ORGANIZATIONS CONTINUE SERVICES FOR THE COMMUNITY DURING THE PANDEMIC. 101039 84129 2719 COVID-19 RESPONSE: THE PANDEMIC IMPACTED MANY FAMILIES AS NEVER BEFORE, HIGHLIGHTING THE NUMBER OF PEOPLE LIVING PAYCHECK TO PAYCHECK IN THE COMMUNITY. GRANTS TO FOOD PANTRIES, FOOD DRIVES, AND FOOD GIVEAWAYS ALONG WITH GROCERY GIFT CARD PROGRAMS HELPED FAMILIES WITH FOOD INSECURITIES IN BOTH ST. JOHNS AND PUTNAM COUNTIES. OVER 47,000 LBS. OF FOOD, 290 VOLUNTEER HOURS, AND 1,200 DONORS HELPED RESTOCK 22 CRITICALLY LOW FOOD PANTRIES IN ST. JOHNS COUNTY. EIGHT PUTNAM COUNTY PANTRIES RECEIVED $23,000 IN MICROGRANTS TO RESPOND TO SIMILAR NEEDS. COLLABORATING WITH LOCAL CHEFS, THE CITY OF ST. AUGUSTINE, ST. JOHNS RIVER STATE COLLEGE AND OTHERS, 7,800 BOXES OF FRESH PRODUCE MEAL KITS A TOTAL OF 156,000 MEALS WERE PROVIDED TO ST. JOHNS AND PUTNAM RESIDENTS. 171 VOLUNTEERS DONATED 660 HOURS DURING NINE EVENTS. UNITED WAY PARTNERED WITH THE ROTARY CLUB OF ST. AUGUSTINE TO DELIVER OVER $25,000 IN GROCERY GIFT CARDS AND COLLABORATED WITH CARE CONNECT TO PROVIDE ANOTHER $5,250 IN GROCERY GIFT CARDS TO AREA FAMILIES IMPACTED BY THE PANDEMIC. 125204 104250 3370 HOLIDAY TIME ASSISTANCE: SUPPORTED BY COMMUNITY DONATIONS SINCE THE 1980'S, THE EMPTY STOCKING FUND ASSISTS VULNERABLE CHILDREN AND SENIORS WITH FUNDS FOR FOOD, CLOTHING, OR TOYS FOR THE HOLIDAY SEASON. MANAGEMENT TRANSITIONED TO UNITED WAY OF ST. JOHNS COUNTY IN 2018. 550 FAMILIES AND SENIORS WERE SERVED THIS YEAR. UW-SJC ALSO PROVIDED THANKSGIVING MEALS FOR A STRUGGLING COMMUNITY. 40113 33400 1080 EMERGENCY ASSISTANCE: INDIVIDUAL EMERGENCY ASSISTANCE IS PROVIDED TO AREA RESIDENTS FACING FINANCIAL INSTABILITY DUE TO AN UNEXPECTED LIFE EVENT SUCH AS THE INABILITY TO WORK DUE TO MEDICAL EMERGENCY, CARING FOR A FAMILY MEMBER, LACK OF TRANSPORTATION OR OTHER CATASTROPHIC ISSUE. ASSISTANCE ALLOWS THESE WORKING INDIVIDUALS TO REGAIN STABILITY. UW-SJC ALSO PROVIDED A GRANT TO THE NORTHEAST FLORIDA 2-1-1, AN ALL-ENCOMPASSING HELP LINE TO CONNECT THOSE IN NEED WITH SERVICES IN THE COMMUNITY. 10524 8763 283 FINANCIAL STABILITY: REALSENSE FREE TAX PREPARATION NOT ONLY PROVIDES A FREE SERVICE TO LOWER INCOME HOUSEHOLDS AND A SAFE HAVEN FROM PREDATORY LENDING PRACTICES, IT RETURNS MUCH NEEDED DOLLARS TO THE HOUSEHOLDS AND IN TURN TO THE COMMUNITY. DESPITE CHANGING TAX DEADLINES AND MANAGING TAX MEETINGS WHILE SOCIAL DISTANCING DURING THE PANDEMIC, 504 RETURNS WERE COMPLETED THIS YEAR. THE PROGRAM'S IMPACT ON THE COMMUNITY SINCE ITS INCEPTION FOUR YEARS AGO IS $1,920,000. 46040 38335 1239 CHILDHOOD AND YOUTH SUCCESS: CHILDREN ARE BORN LEARNING, AND UNITED WAY'S BORN LEARNING TRAILS AIM TO HELP CHILDREN DO JUST THAT THROUGH FUN PARK ACTIVITIES. AREA ROTARY CLUBS PARTNERED WITH UW-SJC TO INSTALL BORN LEARNING TRAILS AT SEVEN PARKS IN ST. JOHNS COUNTY. NOT ONLY DOES IT ENGAGE CHILDREN, BUT IT IS ALSO A TEAM BUILDING OPPORTUNITY FOR VOLUNTEERS. THE WORKSTARTER PROGRAM IS DESIGNED TO HELP NEW HIGH SCHOOL GRADUATES WHO ARE NOT COLLEGE BOUND GAIN USEFUL SKILLS AS THEY JOIN THE WORKFORCE. 119629 99608 7674 THE FAMILYWIZE PRESCRIPTION DRUG PROGRAM PROVIDED ALMOST $500,000 SAVINGS ON PRESCRIPTION DRUGS TO OVER 5,000 PEOPLE IN THE COMMUNITY. ASSISTANCE PROGRAMS FOR RESIDENTS IN CRISIS PROVIDE INFORMATION, SERVICES, AND BASIC NEEDS. DRIVES LIKE TOOLS FOR SCHOOLS STOCK CLASSROOMS WITH STUDENT SUPPLIES. TEAM BUILDING ACTIVITIES THROUGH VOLUNTEER PROJECTS BENEFIT NOT ONLY THE RECIPIENT BUT THE VOLUNTEERS AS WELL AS THE SPONSORING COMPANY. DONATIONS RECEIVED FOR SPECIFIC PROGRAMS ARE HONORED. 0 0 0 HURRICANE RELIEF: WITH A RELATIVELY QUIET HURRICANE SEASON, NO ADDITIONAL FUNDS WERE DISBURSED FOR HURRICANE RELIEF. 216306 180106 10276 838926 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X MILTON NUCKOLS 9048299721 PO BOX 1007 ST AUGUSTINE FL 32085 BOBBY CRUM PAST PRESIDENT 1.00 X X 0 0 0 KELLY GREEN DIRECTOR 1.00 X 0 0 0 MELISSA NELSON EXEC DIR, SECRETARY 40.00 X X 103159 0 0 SUZANNE BROWN DIRECTOR 1.00 X 0 0 0 MILTON NUCKOLS TREASURER 1.00 X X 0 0 0 JOHN REGAN DIRECTOR 1.00 X 0 0 0 BEVERLY SLOUGH CHAIR 1.00 X X 0 0 0 JAY OWEN CAMPAIGN CHAIR 1.00 X 0 0 0 STEVE HILL COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 MATT CLINE DIRECTOR 1.00 X 0 0 0 GLENN GUEST DIRECTOR 1.00 X 0 0 0 BRITTANY FRASER KEITH DIRECTOR 1.00 X 0 0 0 SUSAN PONDER-STANSEL DIRECTOR 1.00 X 0 0 0 JOY ANDREWS DIRECTOR 1.00 X 0 0 0 LORI BRANDEL DIRECTOR 1.00 X 0 0 0 GINA MANGUS DIRECTOR 1.00 X 0 0 0 JOE PICKENS DIRECTOR 1.00 X 0 0 0 DICK WILLIAMS DIRECTOR 1.00 X 0 0 0 103159 0 0 1 0 0 0 0 97304 1549748 62817 1647052 12050 12050 50333 97304 82382 -32049 -32049 OTHER INCOME 900099 22579 22579 ADMINISTRATIVE FEES 900099 4454 4454 27033 1654086 27033 0 -19999 698522 698522 84851 84851 236113 82386 52459 101268 26852 9408 15680 1764 13171 4939 8232 2534 950 1584 42405 12838 21397 8170 35539 13327 22212 13459 3230 5384 4845 6789 2546 4243 MEMBERSHIP & DUES 23971 5753 9588 8630 IN-KIND EXPENSE 7161 1719 2864 2578 PRINTING 3582 1343 2239 BANK FEES 2700 648 1080 972 3512 1317 2195 1201161 838926 234008 128227 379163 489707 700325 688304 235259 281816 7769 19913 13985 277868 115609 163352 162259 153241 210454 150 150 1651403 1854444 31747 47339 500000 300000 22327 9052 104087 49282 658161 405673 X 773322 1270277 219920 178494 993242 1448771 1651403 1854444 452925 2604 0 X 0 1 X 1 0 X 1213774 1351778 1242119 1321451 1647052 6776174 1213774 1351778 1242119 1321451 1647052 6776174 6776174 5957 6062 623 8268 12050 32960 6873 11381 17180 27033 62467 6871601 0.98610 0.98900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 137000 137000 137000 137000 137000 137000 137000 137000 137000 137000 1.00000 0 0 18000 18000 204627 69955 134672 55241 45654 9587 162259 DEFERRED INCOME 18670 DESIGNATIONS PAYABLE 30612 49282 X 1592853 2604 24500 82382 109486 1483367 170719 170719 1654086 1137324 24500 82382 106882 1030442 170719 170719 1201161 PART IV, LINE 2B: THE ORGANIZATION HAS AN AGREEMENT WITH ST. JOHNS AND PUTNAM COUNTY LONG-TERM RECOVERY ORGANIZATION, IN WHICH THE ORGANIZATION ACTS AS THE FISCAL AGENT AND DISBURSES FUNDS AS INSTRUCTED UNDER THE AGREEMENT. PART X, LINE 2: THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES - INCLUDED ON LINE 990, PART VIII 82,382. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 170,719. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES - INCLUDED ON LINE 990, PART VIII 82,382. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 170,719. GIVING GALA 114162 74601 39561 1025 11979 23965 8810 21950 WOMEN'S UNITED 33475 22703 10772 1000 1291 8036 4326 147637 97304 50333 2025 13270 32001 8810 26276 82382 -32049 1 ALPHA OMEGA MIRACLE HOME 1797 OLD MOULTRIE ROAD SUITE 107 ST AUGUSTINE FL 32084 650318958 501(C)(3) 22175 IMPROVE LIVES AMERICAN RED CROSS 2730 US 1 S SUITE L ST AUGUSTINE FL 32086 590624355 501(C)(3) 22000 IMPROVE LIVES BAYVIEW - ST JOHNS COUNTY WELFARE FEDERATION 161 MARINE STREET ST AUGUSTINE FL 32084 590737904 501(C)(3) 28350 IMPROVE LIVES BETTY GRIFFIN HOUSE- SAFETY SHELTER FOR ST JOHNS COUNTY PO BOX 3319 ST AUGUSTINE FL 32085 593028497 501(C)(3) 49400 IMPROVE LIVES BOY SCOUTS OF AMERICA NORTH FLORIDA COUNCIL 521 S EDGEWOOD AVENUE JACKSONVILLE FL 32205 590637816 501(C)(3) 6800 CHARACTER DEVELOPMENT BOYS AND GIRLS CLUB OF NORTHEAST FL 555 W 25TH ST JACKSONVILLE FL 32206 596167630 501(C)(3) 19800 CHARACTER DEVELOPMENT CATHOLIC CHARITIES BUREAU PO BOX 543 ST AUGUSTINE FL 32085 591660798 501(C)(3) 42000 IMPROVE LIVES CHILDREN'S HOME SOCIETY 482 S KELLER ROAD ORLANDO FL 32810 593055343 501(C)(3) 18250 IMPROVE LIVES CULTURAL CENTER AT PONTE VEDRA BEACH 50 EXECUTIVE WAY PONTE VEDRA BEACH FL 32082 593238148 501(C)(3) 16100 IMPROVE LIVES EARLY LEARNING COALITION 200 REID STREET PALATKA FL 32177 593238148 501(C)(3) 32500 CHARACTER DEVELOPMENT EMERGENCY SERVICES AND HOMELESS COALITION OF ST JOHNS COUNTY INC 62 CHAPIN ST ST AUGUSTINE FL 32084 593547712 501(C)(3) 27000 IMPROVE LIVES EPIC COMMUNITY SERVICES 1850 STATE ROAD 207 ST AUGUSTINE FL 32084 591502582 501(C)(3) 33000 IMPROVE LIVES GIRL SCOUTS OF GATEWAY COUNCIL 1000 SHEARER AVE JACKSONVILLE FL 322056055 590637857 501(C)(3) 11000 CHARACTER DEVELOPMENT GOOD SAMARITAN HEALTH CLINIC 1835 US 1 SOUTH PMB 325 ST AUGUSTINE FL 32084 522125419 501(C)(3) 32600 IMPROVE LIVES HABITAT FOR HUMANITY 7 HOPKINS STREET ST AUGUSTINE FL 32086 593129794 501(C)(3) 12200 IMPROVE LIVES LEARN TO READ OF ST JOHNS COUNTY PO BOX 860355 ST AUGUSTINE FL 32086 592994710 501(C)(3) 28700 CHARACTER DEVELOPMENT ST GERARD HOUSE PO BOX 5382 ST AUGUSTINE FL 32085 592483955 501(C)(3) 24500 IMPROVE LIVES ST JOHNS COUNTY COUNCIL ON AGING 179 MARINE STREET ST AUGUSTINE FL 32084 591255820 501(C)(3) 50200 IMPROVE LIVES THE ARC OF ST JOHNS COUNTY 2101 ARC DRIVE ST AUGUSTINE FL 32085 237201838 501(C)(3) 17100 IMPROVE LIVES UNITED WAY OF NORTHEAST FLORIDA 2-1-1 CO UW NE LF 40 E ADAMS ST STE 200 JACKSONVILLE FL 32202 590637825 501(C)(3) 26849 IMPROVE LIVES YMCA OF FLORIDA'S FIRST COAST 500 POPE ROAD ST AUGUSTINE FL 32080 590638514 501(C)(3) 35300 CHARACTER DEVELOPMENT ST AUGUSTIINE YOUTH SERVICES 201 SIMONE WAY ST AUGUSTINE FL 32082 592925271 501(C)(3) 7000 IMPROVE LIVES ST FRANCIS HOUSE PO BOX 12491 GAINESVILLE FL 32604 591978981 501(C)(3) 20000 IMPROVE LIVES 23 PART I, LINE 2: THE COMMUNITY IMPACT PROCESS IS MAINTAINED ON THE ECIMPACT SOFTWARE AND INCLUDES THE VOLUNTEERS' INPUTS, THE SCORING AND THE AMOUNTS GRANTED. RECIPIENTS MUST SIGN THE AGREEMENTS FOR COMMUNITY IMPACT FUNDING. X 11662 FMV X SILENT AUCTION ITEMS 140 40655 FMV X WEBSITE 1 10500 FMV 0 0 0 FORM 990, PART III, LINE 2 COVID-19 RESPONSE: THE PANDEMIC IMPACTED MANY FAMILIES AS NEVER BEFORE, HIGHLIGHTING THE NUMBER OF PEOPLE LIVING PAYCHECK TO PAYCHECK IN THE COMMUNITY. GRANTS TO FOOD PANTRIES, FOOD DRIVES, AND FOOD GIVEAWAYS ALONG WITH GROCERY GIFT CARD PROGRAMS HELPED FAMILIES WITH FOOD INSECURITIES IN BOTH ST. JOHNS AND PUTNAM COUNTIES. OVER 47,000 LBS. OF FOOD, 290 VOLUNTEER HOURS, AND 1,200 DONORS HELPED RESTOCK 22 CRITICALLY LOW FOOD PANTRIES IN ST. JOHNS COUNTY. EIGHT PUTNAM COUNTY PANTRIES RECEIVED $23,000 IN MICROGRANTS TO RESPOND TO SIMILAR NEEDS. COLLABORATING WITH LOCAL CHEFS, THE CITY OF ST. AUGUSTINE, ST. JOHNS RIVER STATE COLLEGE AND OTHERS, 7,800 BOXES OF FRESH PRODUCE MEAL KITS A TOTAL OF 156,000 MEALS WERE PROVIDED TO ST. JOHNS AND PUTNAM RESIDENTS. 171 VOLUNTEERS DONATED 660 HOURS DURING NINE EVENTS. UNITED WAY PARTNERED WITH THE ROTARY CLUB OF ST. AUGUSTINE TO DELIVER OVER $25,000 IN GROCERY GIFT CARDS AND COLLABORATED WITH CARE CONNECT TO PROVIDE ANOTHER $5,250 IN GROCERY GIFT CARDS TO AREA FAMILIES IMPACTED BY THE PANDEMIC. CHILDHOOD AND YOUTH SUCCESS: CHILDREN ARE BORN LEARNING, AND UNITED WAY'S BORN LEARNING TRAILS AIM TO HELP CHILDREN DO JUST THAT THROUGH FUN PARK ACTIVITIES. AREA ROTARY CLUBS PARTNERED WITH UW-SJC TO INSTALL BORN LEARNING TRAILS AT SEVEN PARKS IN ST. JOHNS COUNTY. NOT ONLY DOES IT ENGAGE CHILDREN, BUT IT IS ALSO A TEAM BUILDING OPPORTUNITY FOR VOLUNTEERS. THE WORKSTARTER PROGRAM IS DESIGNED TO HELP NEW HIGH SCHOOL GRADUATES WHO ARE NOT COLLEGE BOUND GAIN USEFUL SKILLS AS THEY JOIN THE WORKFORCE. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY ACTION OF THE BOARD OF DIRECTORS. THE NOMINATING AND GOVERNANCE COMMITTEE SHALL SUBMIT A LIST OF NOMINEES TO THE BOARD OF DIRECTORS FOR ELECTION. THE COMMITTEE SHALL PROVIDE THE BOARD WITH BACKGROUND AND QUALIFICATIONS DATA ON EACH NOMINEE AT LEAST TWO (2) WEEKS PRIOR TO THE DATE OF THE BOARD OF DIRECTORS MEETING SLATED FOR ELECTION OF NEW BOARD MEMBERS. THE COMMITTEE SHALL IDENTIFY AND NOMINATE INDIVIDUALS REPRESENTING THE DIVERSITY OF THE COMMUNITY. THE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR DEVELOPING AND IMPLEMENTING THE CORPORATION'S CODE OF ETHICS, WHICH SHALL INCLUDE PROCEDURES FOR THE BOARD, STAFF AND COMMUNITY MEMBERS TO SUBMIT ETHICAL COMPLAINTS AND CONDUCT INVESTIGATIONS OF COMPLAINS IN A CONFIDENTIAL MANNER. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW THE 990. THEY WILL VOTE TO APPROVE AFTER ANY DISCUSSION/CHANGES. THE TREASURER WILL THEN PRESENT, WITH THE TAX PARTNER, THE 990 TO THE BOARD OF DIRECTORS. THEY WILL VOTE TO APPROVE AFTER ANY DISCUSSION/CHANGES. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED ANNUALLY TO SIGN A DOCUMENT ACKNOWLEDGING POTENTIAL CONFLICTS OF INTEREST. THE BOARD MEMBER IS NOT ALLOWED TO VOTE ON ANY MATTERS WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO ON AN ANNUAL BASIS AND REVIEWS RELEVANT SALARIES IN THE SURROUNDING AREA. THE INCREASES ARE APPROVED BY THE PERSONNEL COMMITTEE AND THE FINANCE COMMITTEE BEFORE BEING APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SOME OF THE GOVERNING DOCUMENTS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE.